big signup server cleanups. uses Storable for network protocol now.
[freeside.git] / httemplate / docs / install.html
index 1edd4b1..2ad75b1 100644 (file)
@@ -5,14 +5,18 @@
 <h1>Installation</h1>
 Before installing, you need:
 <ul>
-  <li>A web server, such as <a href="http://www.apache-ssl.org">Apache-SSL</a> or <a href="http://www.apache.org">Apache</a>
-  <li><a href="http://perl.apache.org/">mod_perl</a>
-  <li><a href="http://www.openssh.com//">SSH</a> (<a href="http://www.openssh.com//">OpenSSH</a> is recommended.  SSH Communications Security <a href="http://www.ssh.com/products/ssh/download.cfm">commercial SSH version 3</a> has been reported incompatible with Freeside.)
   <li><a href="http://www.perl.com/">Perl</a>  Don't enable experimental features like threads or the PerlIO abstraction layer.
+  <li><a href="http://www.apache.org">Apache</a> (<a href="http://www.modssl.org/">mod_ssl</a> or <a href="http://www.apache-ssl.org">Apache-SSL</a> highly recommended)
+  <li><a href="http://perl.apache.org/">mod_perl</a> (if compiling your own mod_perl, make sure you set the <a href="http://perl.apache.org/guide/install.html#EVERYTHING">EVERYTHING</a>=1 compile-time option)
+  <li><a href="http://www.openssh.com/">SSH</a> (<a href="http://www.openssh.com//">OpenSSH</a> is recommended.  SSH Communications Security <a href="http://www.ssh.com/products/ssh/download.cfm">commercial SSH version 3</a> has been reported incompatible with Freeside.)
+  <li><a href="http://rsync.samba.org/">rsync</a>
   <li>A <b>transactional</b> database engine supported by Perl's <a href="http://www.hermetica.com/technologia/DBI/">DBI</a>.
     <ul>
       <li><a href="http://www.postgresql.org/">PostgreSQL</a> (v7 or higher) is recommended.
-      <li>MySQL has been reported to work.  <b>MySQL's default <a href="http://www.mysql.com/doc/M/y/MyISAM.html">MyISAM</a> and <a href="http://www.mysql.com/doc/I/S/ISAM.html">ISAM</a> table types are not supported</b>.  If you really want to use MySQL, you need to use one of the new <a href="http://www.mysql.com/doc/T/a/Table_types.html">transaction-safe table types</a> such as <a href="http://www.mysql.com/doc/B/D/BDB.html">BDB</a>, and set it as the default table type using the <code>--default-table-type=BDB</code> <a href="http://www.mysql.com/documentation/mysql/bychapter/manual_MySQL_Database_Administration.html#Command-line_options">mysqld command-line option</a> or by setting <code>default-table-type=BDB</code> in the <a href="http://www.mysql.com/documentation/mysql/bychapter/manual_MySQL_Database_Administration.html#Option_files">my.cnf option file</a>.
+      <li><b>MySQL does not work at this time.</b>
+        <i>The following information is provided for developers who wish to contribute MySQL support:</i> See ticket <a href="http://pouncequick.420.am/rt/Ticket/Display.html?id=300">#300</a> in the bug-tracking system.
+      <!-- <li>MySQL has been reported to work.  -->
+        <b>MySQL's default <a href="http://www.mysql.com/doc/M/y/MyISAM.html">MyISAM</a> and <a href="http://www.mysql.com/doc/I/S/ISAM.html">ISAM</a> table types are not supported</b>.  If you really want to use MySQL, you need to use one of the new <a href="http://www.mysql.com/doc/T/a/Table_types.html">transaction-safe table types</a> such as <a href="http://www.mysql.com/doc/B/D/BDB.html">BDB</a>, and set it as the default table type using the <code>--default-table-type=BDB</code> <a href="http://www.mysql.com/documentation/mysql/bychapter/manual_MySQL_Database_Administration.html#Command-line_options">mysqld command-line option</a> or by setting <code>default-table-type=BDB</code> in the <a href="http://www.mysql.com/documentation/mysql/bychapter/manual_MySQL_Database_Administration.html#Option_files">my.cnf option file</a>.
     </ul>
   <li>Perl modules (<a href="http://theoryx5.uwinnipeg.ca/CPAN/perl/CPAN.html">CPAN</a> will query, download and build perl modules automatically)
     <ul>
@@ -20,6 +24,7 @@ Before installing, you need:
       <li><a href="http://search.cpan.org/search?dist=Term-Query">Term-Query</a> (make test broken; install manually)
       <li><a href="http://search.cpan.org/search?dist=MIME-Base64">MIME-Base64</a>
       <li><a href="http://search.cpan.org/search?dist=Digest-MD5">Digest-MD5</a>
+      <li><a href="http://search.cpan.org/search?dist=MD5">MD5</a>
       <li><a href="http://search.cpan.org/search?dist=URI">URI</a>
       <li><a href="http://search.cpan.org/search?dist=HTML-Tagset">HTML-Tagset</a>
       <li><a href="http://search.cpan.org/search?dist=HTML-Parser">HTML-Parser</a>
@@ -36,7 +41,6 @@ Before installing, you need:
       <li><a href="http://search.cpan.org/search?dist=FreezeThaw">FreezeThaw</a>
       <li><a href="http://search.cpan.org/search?dist=String-Approx">String-Approx</a>
       <li><a href="http://search.cpan.org/search?dist=Text-Template">Text-Template</a>
-      <li><a href="http://search.cpan.org/search?dist=Archive-Tar">Archive-Tar</a>
       <li><a href="http://search.cpan.org/search?dist=DBI">DBI</a>
       <li><a href="http://search.cpan.org/search?mode=module&query=DBD">DBD for your database engine</a> (<a href="http://search.cpan.org/search?dist=DBD-Pg">DBD::Pg</a> for PostgreSQL, <a href="http://search.cpan.org/search?dist=DBD-mysql">DBD::mysql</a> for MySQL)
       <li><a href="http://search.cpan.org/search?dist=DBIx-DataSource">DBIx-DataSource</a>
@@ -47,6 +51,8 @@ Before installing, you need:
       <li><a href="http://www.apache-asp.org/">Apache::ASP</a> or <a href="http://www.masonhq.com/">HTML::Mason</a>
       <li><a href="http://search.cpan.org/search?dist=Tie-IxHash">Tie-IxHash</a>
       <li><a href="http://search.cpan.org/search?dist=Time-Duration">Time-Duration</a>
+      <li><a href="http://search.cpan.org/search?dist=HTML-Widgets-SelectLayers">HTML-Widgets-SelectLayers</a>
+      <li><a href="http://search.cpan.org/search?dist=Storable">Storable</a>
     </ul>
 </ul>
 Install the Freeside distribution:
@@ -57,14 +63,19 @@ Install the Freeside distribution:
       <li> with <a href="http://www.postgresql.org/users-lounge/docs/7.1/postgres/user-manag.html#DATABASE-USERS">PostgreSQL</a>:
         <pre>
 $ su postgres
-$ createuser -P freeside</pre>
+$ createuser -P freeside
+Enter password for user "freeside": 
+Enter it again: 
+Shall the new user be allowed to create databases? (y/n) y
+Shall the new user be allowed to create more new users? (y/n) n
+CREATE USER</pre>
       <li> with <a href="http://www.mysql.com/documentation/mysql/bychapter/manual_MySQL_Database_Administration.html#User_Account_Management">MySQL</a>:
         <pre>
 $ mysqladmin -u root password '<i>set_a_root_database_password</i>'
 $ mysql -u root -p
 mysql> GRANT SELECT,INSERT,UPDATE,DELETE,INDEX,ALTER,CREATE,DROP on freeside.* TO freeside@localhost IDENTIFIED BY '<i>set_a_freeside_database_password</i>';</pre>
     </ul>
-  <li>Unpack the tarball: <pre>gunzip -c fs-x.y.z.tar.gz | tar xvf -</pre>
+<!--  <li>Unpack the tarball: <pre>gunzip -c fs-x.y.z.tar.gz | tar xvf -</pre>-->
   <li>Edit the top-level Makefile:
     <ul>
       <li>Set <tt>DATASOURCE</tt> to your <a href="http://search.cpan.org/doc/TIMB/DBI-1.20/DBI.pm">DBI data source</a>, for example, <tt>DBI:Pg:host=localhost;dbname=freeside</tt> for PostgresSQL or <tt>DBI:mysql:freeside</tt> for MySQL.  See the <a href="http://search.cpan.org/doc/TIMB/DBI-1.20/DBI.pm">DBI manpage</a> and the <a href="http://search.cpan.org/search?mode=module&query=DBD">manpage for your DBD</a> for the exact syntax of a DBI data source.
@@ -90,7 +101,7 @@ $ su
 $ su
 # make create-config
 </pre>
-    <li>You should run a separate iteration of Apache[-SSL] with mod_perl enabled as the freeside user.
+    <li>Run a <b>separate</b> iteration of Apache[-SSL] with mod_perl enabled <b>as the freeside user</b>.
 </ul>
 <table>
   <tr>
@@ -100,11 +111,18 @@ $ su
     <td><ul>
       <li>Run <tt>make aspdocs</tt>
       <li>Copy <tt>aspdocs/</tt> to your web server's document space.
-      <li>Create a <a href="http://www.apache-asp.org/config.html#Global">Global</a> directory, such as <tt>/usr/local/etc/freeside/asp-global/</tt>
-      <li>Copy <tt>htetc/global.asa</tt> to the Global directory.
+      <li>Create a <a href="http://www.apache-asp.org/config.html#Global">Global</a> directory, such as <tt>/usr/local/etc/freeside/asp-global/</tt>:
+<font size="-1"><pre>
+mkdir&nbsp;/usr/local/etc/freeside/asp-global/
+chown&nbsp;freeside&nbsp;/usr/local/etc/freeside/asp-global/
+</pre></font>
+      <li>Copy <tt>htetc/global.asa</tt> to the Global directory:
+<font size="-1"><pre>
+cp&nbsp;htetc/global.asa&nbsp;/usr/local/etc/freeside/asp-global/global.asa
+</pre></font>
       <li>Configure Apache for the Global directory and to execute .cgi files using Apache::ASP.  For example:
 <font size="-1"><pre>
-&lt;Directory /usr/local/apache/htdocs/freeside-asp&gt;
+&lt;Directory&nbsp;/usr/local/apache/htdocs/freeside-asp&gt;
 &lt;Files ~ (\.cgi)&gt;
 AddHandler perl-script .cgi
 PerlHandler Apache::ASP
@@ -112,7 +130,7 @@ PerlHandler Apache::ASP
 &lt;Perl&gt;
 $MLDBM::RemoveTaint = 1;
 &lt;/Perl&gt;
-PerlSetVar Global /usr/local/etc/freeside/asp-global/
+PerlSetVar&nbsp;Global&nbsp;/usr/local/etc/freeside/asp-global/
 PerlSetVar Debug 2
 &lt;/Directory&gt;
 </pre></font>
@@ -124,13 +142,13 @@ PerlSetVar Debug 2
       <li>Edit <tt>handler.pl</tt> and set an appropriate <tt>data_dir</tt>, such as <tt>/usr/local/etc/freeside/mason-data</tt>
       <li>Configure Apache to use the <tt>handler.pl</tt> file and to execute .cgi files using HTML::Mason.  For example:
 <font size="-1"><pre>
-&lt;Directory /usr/local/apache/htdocs/freeside-mason&gt;
+&lt;Directory&nbsp;/usr/local/apache/htdocs/freeside-mason&gt;
 &lt;Files ~ (\.cgi)&gt;
 AddHandler perl-script .cgi
 PerlHandler HTML::Mason
 &lt;/Files&gt;
 &lt;Perl&gt;
-require "/usr/local/apache/conf/handler.pl";
+require&nbsp;"/usr/local/apache/conf/handler.pl";
 &lt;/Perl&gt;
 &lt;/Directory&gt;
 </pre></font>