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fa212d4 adding debian-specific installation guide
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1 =============================
2 Installation Guide for Installing Koha on Debian Etch with MySQL 5
3 =============================
4
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5 Copyright (C) 2007, 2008 LibLime (http://liblime.com)
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6
7 Maintainer: Joshua Ferraro (jmf AT liblime DOT com)
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8
9 Feedback/bug reports: Koha Developer's List:
10 http://lists.koha.org/mailman/listinfo/koha-devel
11
12 This document last modified: 30 April 2008
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13
14 Installation Instructions
15 =============================
16
17 All commands can be performed as a system user with sudo privileges,
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18 as indicated or by running the command directly as root.
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19
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20 1. Prepare System and Install Dependencies
21
22 1.1 Install Debian Etch via Businesscard CD
23
24 See http://www.debian.org/releases/etch/debian-installer/
25
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26 WARNING: use Perl 5.8 (a library Koha depends on,
27 MARC::File::XML may not work with Perl 5.10, see:
28 http://bugs.koha.org/cgi-bin/bugzilla/show_bug.cgi?id=2309),
29
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30 1.2 Set up your locale
31
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32 Your locale should be set to UTF-8, as should Apache2 and MySQL 5.
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33 This step is VERY IMPORTANT for a UNICODE compliant system. Please
34 read over the following document carefully:
35
36 http://wiki.koha.org/doku.php?id=encodingscratchpad
37
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38 IMPORTANT: You _MUST_ follow all the steps outlined there for
39 Apache2, MySQL 5, etc. BEFORE you install Koha.
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40
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41 1.3 Set up apt sources for Git, Yaz and Zebra packages
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42
43 Edit your /etc/apt/sources.list file and add the following:
44
45 # Index Data
46 deb http://ftp.indexdata.dk/debian etch main
47 deb-src http://ftp.indexdata.dk/debian etch main
48
49 # Backports
50 deb http://www.backports.org/debian etch-backports main contrib non-free
51
52 Backports packages are signed with a key you can install as follows:
53
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54 $ sudo apt-get update
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55 $ sudo apt-get install debian-backports-keyring
56
57 The Index Data packages are signed with a key you can install as follows:
58
59 $ wget http://ftp.indexdata.dk/debian/indexdata.asc
60 $ sudo apt-key add indexdata.asc
61
62 Run the following command to update your system:
63
64 $ sudo apt-get update
65 $ sudo apt-get -t etch-backports install git-core git-email
66 $ sudo apt-get install yaz idzebra-2.0 idzebra-2.0-doc
67
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68 1.4 Get Koha
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69
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70 1.4.1 Option A: Download Koha via Git (optional)
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71
72 $ git clone git://git.koha.org/pub/scm/koha.git kohaclone
73 $ cd kohaclone
74 $ git checkout -b myinstall origin
75
76 Note: for more information about Git, please see the Koha Git Usage Guide:
77
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78 http://wiki.koha.org/doku.php?id=en:development:git_usage
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79
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80 1.4.2 Option B: Download Koha from http://download.koha.org
81
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82 $ wget http://download.koha.org/koha-3.00.00-beta.tar.gz
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83 ( Note: use the latest stable version)
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84
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85 1.5 Install additional Debian dependencies
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86
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87 IMPORTANT: You should only use CPAN for Perl dependencies which are NOT
88 available from the package maintainer. You have been warned!
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89
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90 Using the debian.packages file included in the Koha source tree,
91 run the following:
92
93 $ sudo dpkg --set-selections < install_misc/debian.packages
94
95 Now start dselect:
96
97 $ sudo dselect
98
99 Choose [I]nstall and accept packages to be installed (hit return)
100
101 (may take a while)
102
103 Choose [C]onfigure, [R]emove and [Q]uit until dselect has completed.
104
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105 1.6 Install Perl dependencies that aren't packaged into Debian Etch
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106 sources
107
108 Run the following command:
109
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110 $ sudo cpan MARC::Record Class::Accessor MARC::Charset MARC::File::XML \
111 Net::Z3950::ZOOM HTML::Template::Pro MARC::Crosswalk::DublinCore \
112 PDF::Reuse PDF::Reuse::Barcode Data::ICal GD::Barcode::UPCE \
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113 XML::RSS Algorithm::CheckDigits::M43_001 Biblio::EndnoteStyle POE \
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114 Schedule::At DBD::SQLite GD SMS::Send HTTP::OAI IPC::Cmd
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115
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116
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117 WARNINGS:
118 1.6.1 A Perl library Koha depends on, MARC::File::XML may not work with Perl
119 5.10, see: http://bugs.koha.org/cgi-bin/bugzilla/show_bug.cgi?id=2309),
120
121 1.6.2 Recent versions of CGI::Session have caused some issues for users;
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122 as of this release date, we suggest downloading the CGI::Session::Serialize::yaml
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123 tarball direct from CPAN and install it directly rather than using the cpan command
124
125 1.6.3 There is a known but benign error in the test case for Barcode::Code128,
126 which is required by PDF::Reuse::Barcode. If this module is not installed,
127 you can do a forced installation of Barcode::Code128.
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128
129 Note: you may need to run CPAN initialization if you've not run cpan
130 before:
131
132 /etc/perl/CPAN/Config.pm initialized.
133
134 CPAN is the world-wide archive of perl resources. It consists of about
135 100 sites that all replicate the same contents all around the globe.
136 Many countries have at least one CPAN site already. The resources
137 found on CPAN are easily accessible with the CPAN.pm module. If you
138 want to use CPAN.pm, you have to configure it properly.
139
140 If you do not want to enter a dialog now, you can answer 'no' to this
141 question and I'll try to autoconfigure. (Note: you can revisit this
142 dialog anytime later by typing 'o conf init' at the cpan prompt.)
143
144 Are you ready for manual configuration? [yes]
145
146 When the configuration is completed CPAN will install the Perl modules.
147
148 2. Configuration of dependencies
149
150 2.1 Update root MySQL password (if dselect didn't do it for you already)
151
152 $ sudo mysqladmin password <password>
153
154 2.2 Create the Koha database
155
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156 Create the database and user with associated privileges:
157
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158 $ mysqladmin -uroot -p<password> create <kohadatabasename>
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159 $ mysql -uroot -p<password>
160
161 Welcome to the MySQL monitor. Commands end with ; or \g.
162 Your MySQL connection id is 22
163 Server version: 5.0.32-Debian_7etch3-log Debian etch distribution
164
165 Type 'help;' or '\h' for help. Type '\c' to clear the buffer.
166
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167 mysql> grant all on <kohadatabasename>.* to '<kohadatabaseuser>'@'localhost' identified by '<kohadatabaseuserpassword>';
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168 Query OK, 0 rows affected (0.00 sec)
169
170 mysql> flush privileges;
171 Query OK, 0 rows affected (0.00 sec)
172
173 mysql> quit
174
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175 2.3 Test your SAX Parser and correct where necessary
176
177 You must be sure you're using the XML::LibXML SAX parser, not Expat or PurePerl, both of which have outstanding bugs with pre-composed characters. You can test your SAX parser by running:
178
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179 $ cd koha
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180 $ misc/sax_parser_print.pl
181
182 You should see something like::
183
184 XML::LibXML::SAX::Parser=HASH(0x81fe220)
185
186 If you're using PurePerl or Expat, you'll need to edit your
187 ini file, typically located at:
188
189 /etc/perl/XML/SAX/ParserDetails.ini
190
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191 2.4 Install DBD::mysql Perl module
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192
193 In order to handle UTF-8 correctly, Koha requires at least version 4.004
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194 of the DBD::mysql Perl module. However, Debian Etch has a stable package
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195 only for version 3.0008, so it is necessary to install the module from CPAN.
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196 DBD::mysql's test suite needs to use a MySQL 'test' DB which doesn't exist
197 anymore. So there are two options to install DBD::mysql:
198
199 (1) install without test suite,
200 (2) install with test suite requiring a test MySQL DB creation.
201
202 2.4.1 Install without test suite
203
204 Force install DBD::mysql:
205
206 $ sudo cpan
207 cpan> force install DBD::mysql
208
209 2.4.2 Create test database in order to install DBD::mysql
210
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211 Because of DBD::mysql's test suite, it is necessary to temporarily create a
212 test database and user:
213
214 $ mysql -uroot -p<password>
215
216 Create the database and user with associated privileges:
217
218 Welcome to the MySQL monitor. Commands end with ; or \g.
219 Your MySQL connection id is 22
220 Server version: 5.0.32-Debian_7etch3-log Debian etch distribution
221
222 Type 'help;' or '\h' for help. Type '\c' to clear the buffer.
223
224 mysql> create database test;
225 Query OK, 1 row affected (0.00 sec)
226
227 mysql> grant all on test.* to 'test'@'localhost' identified by 'test';
228 Query OK, 0 rows affected (0.00 sec)
229 (test database, user, and password can be different if need be)
230
231 mysql> flush privileges;
232 Query OK, 0 rows affected (0.00 sec)
233
234 mysql> quit
235
236 Next install DBD::mysql:
237
238 $ sudo cpan
239
240 cpan> o conf makepl_arg
241 (get current value of this CPAN parameter)
242
243 cpan> o conf makepl_arg "--testdb=test --testuser=test --testpass=test"
244
245 cpan> install DBD::mysql
246
247 cpan> o conf makepl_arg ''
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248
249 OR
250
251 cpan> o conf makepl_arg '<old setting>'
252
253 (restore this setting so as to not interfere with future CPAN installs).
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254
255
256 Finally, remove the test database:
257
258 $ mysql -uroot -p<password>
259
260 mysql> drop database test;
261 Query OK, 1 row affected (0.00 sec)
262
263 mysql> exit
264 Bye
265
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266 3. Run the Koha installer
267
268 $ perl Makefile.PL
269 ( answer questions )
270 $ make
271 $ make test
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272 $ sudo make install #If doing a -dev install, skip the sudo!
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273
274 4. Configure and start Apache
275 $ sudo ln -s /etc/koha/koha-httpd.conf /etc/apache2/sites-available/koha
276 (note that the path to koha-httpd.conf may be different depending on your
277 installation choices)
278
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279 Add the following lines to /etc/apache2/ports.conf:
280
281 Listen 80
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282 Listen 8080
283
284 (Note: It may be productive to use different DNS entries and NamedVirtualHosts
285 directives in Apache to separate the staff and OPAC clients, to eliminate a
286 cross-client authentication nuisance, but it will work fine like this.)
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287
288 Run the following commands:
289
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290 $ sudo a2enmod rewrite
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291 $ sudo a2ensite koha
292 $ sudo apache2ctl restart
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293
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294 Note: you may still see the usual Apache default site if your VirtualHost
295 configuration isn't correct. The command "sudo a2dissite default" may be a
296 quick fix, but may have side-effects. See the Apache HTTPD manual section on
297 virtual hosts for full instructions.
298
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299 5. Configure and start Zebra
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300
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301 Note: it's recommended that you daemonize the Zebra process and add it to your
302 startup profile. For a non-production test/development installation, running
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303 Zebra from the command line can be useful. Otherwise you will want zebrasrv
304 running when Apache/Koha is.
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305
306 Note: it's also recommended that you create a Koha system user, which you will
307 have specified during the install process. Alternatively, Zebra can be
308 configured to run as the root user.
309
310 Option 1: run the Zebra processes from the command line:
311
312 Zebra Server:
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313 $ sudo -u ${KOHA_USER} zebrasrv -f /etc/koha/koha-conf.xml
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314 (note that the path to koha-conf.xml may be different depending on your
315 installation choices)
316
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317 Note: the user you run Zebra as will be the only user with write permission
318 on the Zebra index; in development mode, you may wish to use your system
319 user.
320
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321 Zebraqueue Daemon (not recommended -- use rebuild_zebra in crontab instead):
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322 $ sudo -u ${KOHA_USER} misc/bin/zebraqueue_daemon.pl
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323
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324 Note: if you are running in this mode, you may wish to defer starting the
325 zebraqueue until you've run the web installer (see below).
326
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327 Option 2: run the Zebra processes as daemons, and add to startup process:
328
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329 Note that references to $SCRIPT_DIR refer to the directory where
330 Koha's command-line scripts are installed, e.g., /usr/share/koha/bin.
331
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332 Zebra Server:
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333 $ sudo ln -s ${SCRIPT_DIR}/koha-zebra-ctl.sh /etc/init.d/koha-zebra-daemon
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334 (Note: ${SCRIPT_DIR} is /usr/share/koha/bin/ by default in a standard install)
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335 $ sudo update-rc.d koha-zebra-daemon defaults
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336 ( Note: see man chkconfig(8) on other distros )
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337
338 $ sudo ${SCRIPT_DIR}/koha-zebra-ctl.sh start
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339
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340 Zebraqueue Daemon (not recommended -- use rebuild_zebra in crontab instead):
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341 $ sudo ln -s ${SCRIPT_DIR}/koha-zebraqueue-ctl.sh /etc/init.d/koha-zebraqueue-daemon
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342 $ sudo update-rc.d koha-zebraqueue-daemon defaults
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343 ( Note: see man chkconfig(8) on other distros )
344
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345 $ sudo ${SCRIPT_DIR}/koha-zebraqueue-ctl.sh start
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346
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347 6. Run the Web Installer, populate the database, initial configuration of settings
348
349 Point your browser to http://<servername>:8080/
350
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351 It should redirect you to the Web Installer where you can continue the setup.
352 You can install the sample data for libraries, patrons, etc. via the Web Installer
353
354 7. What next?
355
356 Once the installer has completed, you can import and index MARC records from the
357 command line thusly (Note: you can also use the 'Stage MARC records for import' from
358 the Tools area of Koha's Staff Client to import a batch of MARC records):
359
360 $ export KOHA_CONF=/usr/share/koha/etc/koha-conf.xml
361 (note: use the correct path to your koha-conf.xml)
362
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363 7.0 Schedule crontab jobs
364 Do you want Koha to:
365 send mail?
366 automatically index added records?
367 generate overdue or advance notices?
368 mark items lost after they are long overdue?
369 assess fines?
370
371 All these and other regularly scheduled background tasks are handled by crontab.
372 You need to examine the example crontab file, edit a copy to your liking, and schedule it.
373
374 $ crontab -l # just check if you have any other jobs already scheduled
375 $ cp ./misc/cronjobs/crontab.example my_crontab
376 $ vi my_crontab # select jobs or adjust times.
377 $ # If you had already scheduled lines, add them at the bottom.
378 $ crontab my_crontab # This overwrites your scheduled jobs with the new ones.
379
380 If you want to check to confirm, you can run crontab -l again.
381
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382 7.1 Import:
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383 Bibliographic data in MARC21 format
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384 $ misc/migration-tools/bulkmarcimport.pl -file /path/to/marc.iso2709
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385 Authority data in MARC21 format
386 $ misc/migration-tools/bulkauthimport.pl -file /path/to/auth.iso2709
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387
388 7.2 Fast Index:
389 $ misc/migration-tools/rebuild_zebra.pl -b -w
390
391 Once the indexing has completed, you will be able to search for records in your
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392 system. NOTE: if you don't run the Fast Index utility, and you have the index
393 updates scheduled as per 7.3 the indexing process will happen in the background,
394 but it will be orders of magnitude slower.
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395
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396 7.3 Schedule regular index updates
397 run rebuild_zebra.pl -b -a -z as a regular cron job, check misc/cronjobs/crontab.example
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398 for usage examples. Do not schedule rebuild_zebra AND run zebraqueue. Pick one or the other.
399 See 7.0 above.
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400
401 7.4 To enable public Z39.50/SRU servers, you'll need to edit your koha-conf.xml and
402 change the <listen> options to listen on a TCP port; then restart the zebra daemon.
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403
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404 UPGRADE
405 =======
406 If you are upgrading from a previous installation of Koha 3, you can
407 use the following:
408
409 perl Makefile.PL --prev-install-log /path/to/koha-install-log
410 make
411 make test
412 sudo make upgrade
413
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414 Uninstall Instructions
415 =============================
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416 1) Stop Services:
417 $ sudo a2dissite koha
418 $ sudo rm /etc/apache2/sites-available/koha
419 $ sudo apache2ctl restart
420
421 $ sudo update-rc.d koha-zebra-daemon remove
422 $ sudo rm /etc/init.d/koha-zebra-daemon
423
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424 2) Remove Database and Indexes
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425
426 # MySQL
427 $ mysql -u<kohauser> -p<kohapassword>
428 > drop database koha;
429
430 # Zebra Indexes
431 $ zebraidx -c <prefix>/etc/zebradb/zebra-biblios.cfg -g iso2709 -d biblios init
432 $ zebraidx -c <prefix>/etc/zebradb/zebra-authorities.cfg -g iso2709 -d authorities init
433
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434 3) Remove Koha Install Directories and Configuration Files
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435 Don't forget about any crontab entries
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436
437 Tested on the following operating environments
438 ==============================================
439 - Debian Etch 4.0
440
441 Installer Bug reports
442 =====================
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443 Please send any installer bug reports to jmf AT liblime DOT com
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444
445 Other Notes
446 =====================
447 This file is part of Koha
448
449 Koha is free software; you can redistribute it and/or modify it under the
450 terms of the GNU General Public License as published by the Free Software
451 Foundation; either version 2 of the License, or (at your option) any later
452 version.
453
454 Koha is distributed in the hope that it will be useful, but WITHOUT ANY
455 WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS FOR
456 A PARTICULAR PURPOSE. See the GNU General Public License for more details.
457 You should have received a copy of the GNU General Public License along with
458 Koha; if not, write to the Free Software Foundation, Inc., 59 Temple Place,
459 Suite 330, Boston, MA 02111-1307 USA
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