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899cca5 Adding installation documentation for Ubuntu
Chris Nighswonger authored
1 =============================
2 Installation Guide for Installing Koha on Ubuntu Jaunty (9.04) with MySQL 5
3 =============================
4
5 Copyright (C) 2007, 2008 LibLime (http://liblime.com)
6
7 Original author: Joshua Ferraro (jmf AT liblime DOT com)
8 Modified for Ubuntu by: Chris Nighswonger (cnighswonger AT foundations DOT edu)
9
10 Feedback/bug reports: Koha Developer's List:
11 http://lists.koha.org/mailman/listinfo/koha-devel
12
13 This document last modified: 22 June 2009
14
15 Installation Instructions
16 =============================
17
18 All commands can be performed as a system user with sudo privileges,
19 as indicated or by running the command directly as root.
20
21 1. Prepare System and Install Dependencies
22
23 1.1 Install Ubuntu Jaunty via CD
24
25 See http://www.ubuntu.com/getubuntu/download
26
27 1.2 Set up your locale
28
29 Your locale should be set to UTF-8, as should Apache2 and MySQL 5.
30 This step is VERY IMPORTANT for a UNICODE compliant system. Please
31 read over the following document carefully:
32
33 http://wiki.koha.org/doku.php?id=encodingscratchpad
34
35 You can verify your system locale by typing the following command:
36
37 $ locale
38
39 IMPORTANT: You _MUST_ follow all the steps outlined there for
40 Apache2, MySQL 5, etc. BEFORE you install Koha.
41
42 1.3 Install the Yaz and Zebra packages
43
44 Run the following command to update your system:
45
46 $ sudo apt-get update
47 $ sudo apt-get install yaz idzebra-2.0 idzebra-2.0-doc
48
49 1.4 Get Koha
50
51 1.4.1 Option A: Download Koha via Git (optional)
52
53 $ sudo apt-get install git-core git-email
54 $ git clone git://git.koha.org/pub/scm/koha.git kohaclone
55 $ cd kohaclone
56 $ git checkout -b myinstall origin
57
58 Note: for more information about Git, please see the Koha Git Usage Guide:
59
60 http://wiki.koha.org/doku.php?id=en:development:git_usage
61
62 1.4.2 Option B: Download Koha from http://download.koha.org
63
64 $ wget http://download.koha.org/koha-3.00.02.tar.gz
65 ( Note: use the latest stable version)
66
67 1.5 Install additional Ubuntu dependencies
68
69 IMPORTANT: You should only use CPAN for Perl dependencies which are NOT
70 available from the package maintainer. You have been warned!
71
72 Using the ubuntu.packages file included in the Koha source tree,
73 run the following:
74
75 $ sudo dpkg --set-selections < install_misc/ubuntu.packages
76
77 Now start dselect (you may need to 'sudo apt-get install dselect'):
78
79 $ sudo dselect
80
81 Choose [I]nstall and accept packages to be installed (hit return)
82
83 (may take a while)
84
85 Choose [C]onfigure, [R]emove and [Q]uit until dselect has completed.
86
87 1.6 Install Perl dependencies that aren't packaged into Ubuntu Jaunty
88 sources
89
90 Run the following command:
91
92 $ sudo cpan MARC::Crosswalk::DublinCore GD GD::Barcode::UPCE Email::Date \
93 HTML::Scrubber Algorithm::CheckDigits::M43_001 Biblio::EndnoteStyle
94
95 Note: you may need to run CPAN initialization if you've not run cpan
96 before:
97
98 /etc/perl/CPAN/Config.pm initialized.
99
100 CPAN is the world-wide archive of perl resources. It consists of about
101 100 sites that all replicate the same contents all around the globe.
102 Many countries have at least one CPAN site already. The resources
103 found on CPAN are easily accessible with the CPAN.pm module. If you
104 want to use CPAN.pm, you have to configure it properly.
105
106 If you do not want to enter a dialog now, you can answer 'no' to this
107 question and I'll try to autoconfigure. (Note: you can revisit this
108 dialog anytime later by typing 'o conf init' at the cpan prompt.)
109
110 Are you ready for manual configuration? [yes]
111
112 When the configuration is completed CPAN will install the Perl modules.
113
114 2. Configuration of dependencies
115
116 2.1 Update root MySQL password (if dselect didn't do it for you already)
117
118 $ sudo mysqladmin password <password>
119
120 2.2 Create the Koha database
121
122 Create the database and user with associated privileges:
123
124 $ mysqladmin -uroot -p<password> create <kohadatabasename>
125 $ mysql -uroot -p<password>
126
127 Welcome to the MySQL monitor. Commands end with ; or \g.
128 Your MySQL connection id is 22
129 Server version: 5.0.32-Debian_7etch3-log Debian etch distribution
130
131 Type 'help;' or '\h' for help. Type '\c' to clear the buffer.
132
133 mysql> grant all on <kohadatabasename>.* to '<kohadatabaseuser>'@'localhost' identified by '<kohadatabaseuserpassword>';
134 Query OK, 0 rows affected (0.00 sec)
135
136 mysql> flush privileges;
137 Query OK, 0 rows affected (0.00 sec)
138
139 mysql> quit
140
141 2.3 Test your SAX Parser and correct where necessary
142
143 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:
144
145 $ cd koha
146 $ misc/sax_parser_print.pl
147
148 You should see something like::
149
150 XML::LibXML::SAX::Parser=HASH(0x81fe220)
151
152 If you're using PurePerl or Expat, you'll need to edit your
153 ini file, typically located at:
154
155 /etc/perl/XML/SAX/ParserDetails.ini
156
157 2.4 Install DBD::mysql Perl module
158
159 In order to handle UTF-8 correctly, Koha requires at least version 4.004
160 of the DBD::mysql Perl module. However, Debian Etch has a stable package
161 only for version 3.0008, so it is necessary to install the module from CPAN.
162 DBD::mysql's test suite needs to use a MySQL 'test' DB which doesn't exist
163 anymore. So there are two options to install DBD::mysql:
164
165 (1) install without test suite,
166 (2) install with test suite requiring a test MySQL DB creation.
167
168 2.4.1 Install without test suite
169
170 Force install DBD::mysql:
171
172 $ sudo cpan
173 cpan> force install DBD::mysql
174
175 2.4.2 Create test database in order to install DBD::mysql
176
177 Because of DBD::mysql's test suite, it is necessary to temporarily create a
178 test database and user:
179
180 $ mysql -uroot -p<password>
181
182 Create the database and user with associated privileges:
183
184 Welcome to the MySQL monitor. Commands end with ; or \g.
185 Your MySQL connection id is 22
186 Server version: 5.0.32-Debian_7etch3-log Debian etch distribution
187
188 Type 'help;' or '\h' for help. Type '\c' to clear the buffer.
189
190 mysql> create database test;
191 Query OK, 1 row affected (0.00 sec)
192
193 mysql> grant all on test.* to 'test'@'localhost' identified by 'test';
194 Query OK, 0 rows affected (0.00 sec)
195 (test database, user, and password can be different if need be)
196
197 mysql> flush privileges;
198 Query OK, 0 rows affected (0.00 sec)
199
200 mysql> quit
201
202 Next install DBD::mysql:
203
204 $ sudo cpan
205
206 cpan> o conf makepl_arg
207 (get current value of this CPAN parameter)
208
209 cpan> o conf makepl_arg "--testdb=test --testuser=test --testpass=test"
210
211 cpan> install DBD::mysql
212
213 cpan> o conf makepl_arg ''
214
215 OR
216
217 cpan> o conf makepl_arg '<old setting>'
218
219 (restore this setting so as to not interfere with future CPAN installs).
220
221
222 Finally, remove the test database:
223
224 $ mysql -uroot -p<password>
225
226 mysql> drop database test;
227 Query OK, 1 row affected (0.00 sec)
228
229 mysql> exit
230 Bye
231
232 3. Run the Koha installer
233
234 $ perl Makefile.PL
235 ( answer questions )
236 $ make
237 $ make test
238 $ sudo make install
239
240 4. Configure and start Apache
241 $ sudo ln -s /etc/koha/koha-httpd.conf /etc/apache2/sites-available/koha
242 (note that the path to koha-httpd.conf may be different depending on your
243 installation choices)
244
245 Add the following lines to /etc/apache2/ports.conf:
246
247 Listen 80
248 Listen 8080
249
250 If not running named virtual hosts (The default koha installation does not use named virtual hosts.), comment out the following line:
251
252 NameVirtualHost *:80
253
254 Run the following commands:
255
256 $ sudo a2enmod rewrite
257 $ sudo a2ensite koha
258 $ sudo apache2ctl restart
259
260 Note: you may still see the usual Apache default site if your VirtualHost
261 configuration isn't correct. The command "sudo a2dissite default" may be a
262 quick fix, but may have side-effects. See the Apache HTTPD manual section on
263 virtual hosts for full instructions.
264
265 5. Configure and start Zebra
266
267 Note: it's recommended that you daemonize the Zebra process and add it to your
268 startup profile. For a non-production test/development installation, running
269 Zebra from the command line can be useful. Pick from the two available options
270 below, or roll your own :-)
271
272 Note: it's also recommended that you create a Koha system user, which you will
273 have specified during the install process. Alternatively, Zebra can be
274 configured to run as the root user.
275
276 To add a user do:
277
278 $ sudo adduser koha
279
280
281 Option 1: run the Zebra processes from the command line:
282
283 Zebra Server:
284 $ sudo -u ${KOHA_USER} zebrasrv -f /etc/koha/koha-conf.xml
285 (note that the path to koha-conf.xml may be different depending on your
286 installation choices)
287
288 Note: the user you run Zebra as will be the only user with write permission
289 on the Zebra index; in development mode, you may wish to use your system
290 user.
291
292 Zebraqueue Daemon:
293 $ sudo -u ${KOHA_USER} misc/bin/zebraqueue_daemon.pl
294
295 Note: if you are running in this mode, you may wish to defer starting the
296 zebraqueue until you've run the web installer (see below).
297
298 Option 2: run the Zebra processes as daemons, and add to startup process:
299
300 Note that references to $SCRIPT_DIR refer to the directory where
301 Koha's command-line scripts are installed, e.g., /usr/share/koha/bin.
302
303 Zebra Server:
304 $ sudo ln -s ${SCRIPT_DIR}/koha-zebra-ctl.sh /etc/init.d/koha-zebra-daemon
305 (Note: ${SCRIPT_DIR} is /usr/share/koha/bin/ by default in a standard install)
306 $ sudo update-rc.d koha-zebra-daemon defaults
307 ( Note: see man chkconfig(8) on other distros )
308
309 $ sudo ${SCRIPT_DIR}/koha-zebra-ctl.sh start
310
311 Zebraqueue Daemon:
312 $ sudo ln -s ${SCRIPT_DIR}/koha-zebraqueue-ctl.sh /etc/init.d/koha-zebraqueue-daemon
313 $ sudo update-rc.d koha-zebraqueue-daemon defaults
314 ( Note: see man chkconfig(8) on other distros )
315
316 $ sudo ${SCRIPT_DIR}/koha-zebraqueue-ctl.sh start
317
318 6. Run the Web Installer, populate the database, initial configuration of settings
319
320 Point your browser to http://<servername>:8080/
321
322 It should redirect you to the Web Installer where you can continue the setup.
323 You can install the sample data for libraries, patrons, etc. via the Web Installer
324
325 7. What next?
326
327 Once the installer has completed, you can import and index MARC records from the
328 command line thusly (Note: you can also use the 'Stage MARC records for import' from
329 the Tools area of Koha's Staff Client to import a batch of MARC records):
330
331 $ export KOHA_CONF=/usr/share/koha/etc/koha-conf.xml
332 (note: use the correct path to your koha-conf.xml)
333
334 7.1 Import:
335 Bibliographic data in MARC21 format
336 $ misc/migration-tools/bulkmarcimport.pl -file /path/to/marc.iso2709
337 Authority data in MARC21 format
338 $ misc/migration-tools/bulkauthimport.pl -file /path/to/auth.iso2709
339
340 7.2 Fast Index:
341 $ misc/migration-tools/rebuild_zebra.pl -b -w
342
343 Once the indexing has completed, you will be able to search for records in your
344 system. NOTE: if you don't run the Fast Index utility, and you have the index
345 updates scheduled as per 7.3 the indexing process will happen in the background,
346 but it will be orders of magnitude slower.
347
348 7.3 Schedule regular index updates
349 run rebuild_zebra.pl -b -a -z as a regular cron job, check misc/cronjobs/crontab.example
350 for usage examples
351
352 7.4 To enable public Z39.50/SRU servers, you'll need to edit your koha-conf.xml and
353 change the <listen> options to listen on a TCP port; then restart the zebra daemon.
354
355 UPGRADE
356 =======
357 If you are upgrading from a previous installation of Koha 3, you can
358 use the following:
359
360 perl Makefile.PL --prev-install-log /path/to/koha-install-log
361 make
362 make test
363 sudo make upgrade
364
365 Uninstall Instructions
366 =============================
367 1) Stop Services:
368 $ sudo a2dissite koha
369 $ sudo rm /etc/apache2/sites-available/koha
370 $ sudo apache2ctl restart
371
372 $ sudo update-rc.d koha-zebra-daemon remove
373 $ sudo rm /etc/init.d/koha-zebra-daemon
374
375 2) Remove Database and Indexes
376
377 # MySQL
378 $ mysql -u<kohauser> -p<kohapassword>
379 > drop database koha;
380
381 # Zebra Indexes
382 $ zebraidx -c <prefix>/etc/zebradb/zebra-biblios.cfg -g iso2709 -d biblios init
383 $ zebraidx -c <prefix>/etc/zebradb/zebra-authorities.cfg -g iso2709 -d authorities init
384
385 3) Remove Koha Install Directories and Configuration Files
386 Don't forget about any crontab entries
387
388 Tested on the following operating environments
389 ==============================================
390 - Ubuntu Jaunty Jackalope 9.04
391
392 Installer Bug reports
393 =====================
394 Please log any installer bug reports at http://bugs.koha.org
395
396 Other Notes
397 =====================
398 This file is part of Koha
399
400 Koha is free software; you can redistribute it and/or modify it under the
401 terms of the GNU General Public License as published by the Free Software
402 Foundation; either version 2 of the License, or (at your option) any later
403 version.
404
405 Koha is distributed in the hope that it will be useful, but WITHOUT ANY
406 WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS FOR
407 A PARTICULAR PURPOSE. See the GNU General Public License for more details.
408 You should have received a copy of the GNU General Public License along with
409 Koha; if not, write to the Free Software Foundation, Inc., 59 Temple Place,
410 Suite 330, Boston, MA 02111-1307 USA
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