Changeset 883 for trunk/core/data/System/InstallationGuide.txt
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- 11/23/08 14:25:51 (4 years ago)
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trunk/core/data/System/InstallationGuide.txt (modified) (21 diffs)
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trunk/core/data/System/InstallationGuide.txt
r878 r883 5 5 *The following is installation instructions for the Foswiki 1.0.0 production release on an Apache web server on Linux.* Visit Foswiki:Support.SupplementalDocuments for supplemental information for installing Foswiki or upgrading from TWiki, including notes on installing Foswiki on different platforms, environments and web hosting sites. 6 6 7 If you are upgrading from TWiki, you are recommended to upgrade your TWiki to at least version 4.2.1 for upgrading to Foswiki.8 9 7 These installation instructions are also available online by following links from Foswiki:Support.Foswiki01x00x00. 10 8 … … 13 11 ---++ Preparing to install 14 12 15 Before attempting to install Foswiki, you are encouraged to review the Foswiki:System.AdminSkillsAssumptions. This guide assumes the person installing TWiki has, at a minimum, basic knowledge of server administration on the system on which TWiki is to be installed. While it is possible to install TWiki with FTP access alone (for example, on a hosted site), it is tricky and may require additional support from your hosting service (for example, in setting file ownership and installing missing perl CPAN libraries).16 17 To help setup a correct Apache configuration, you are very much encouraged to use the automatic tool Foswiki:Support.ApacheConfigGenerator which generates the contents for an Apache config file for TWiki based on your inputs.18 19 While this installation guide specifically describes installation on an Apache web server on Linux, TWiki should be fine with any web server and OS that meet the system requirements (see below). For additional notes on installing TWiki on other systems, see TWiki:Support.SupplementalDocuments.20 21 If you are installing TWiki without Unix/Linux root (administrator) priviledges (for example, on a hosted domain), see "Notes on Installing TWiki on Non-Root Account" below for supplemental instructions to the basic steps presented below.22 23 If you are upgrading from an earlier major version of TWiki such as Cairo (TWiki 3) you will need the information found in TWiki:System.UpgradeGuide. There is also a static HTML =UpgradeGuide.html= included in the root of your TWiki distribution.24 25 Upgrading from a recent TWiki4 release is much simpler. Upgraders from earlier TWiki4 versions can follow the steps described in TWiki:Support.UpgradingFromOlderTWikiReleases to ensure a safe upgrade without accidently overwriting customizations.26 27 One of the more difficult tasks is installation of addition !CPAN libraries. See TWiki:Support.HowToInstallCpanModules for detailed information on how to install !CPAN libraries.28 29 If you need help, ask a question in the TWiki:Support web or on TWiki:Codev.TWikiIRC (irc.freenode.net, channel #twiki)13 Before attempting to install Foswiki, you are encouraged to review the Foswiki:System.AdminSkillsAssumptions. This guide assumes the person installing Foswiki has, at a minimum, basic knowledge of server administration on the system on which Foswiki is to be installed. While it is possible to install Foswiki with FTP access alone (for example, on a hosted site), it is tricky and may require additional support from your hosting service (for example, in setting file ownership and installing missing perl CPAN libraries). 14 15 To help setup a correct Apache configuration, you are very much encouraged to use the automatic tool Foswiki:Support.ApacheConfigGenerator which generates the contents for an Apache config file for Foswiki based on your inputs. 16 17 While this installation guide specifically describes installation on an Apache web server on Linux, Foswiki should be fine with any web server and OS that meet the system requirements (see below). For additional notes on installing Foswiki on other systems, see Foswiki:Support.SupplementalDocuments. 18 19 If you are installing Foswiki without Unix/Linux root (administrator) priviledges (for example, on a hosted domain), see "Notes on Installing Foswiki on Non-Root Account" below for supplemental instructions to the basic steps presented below. 20 21 If you are upgrading from an earlier major version of Foswiki or from an old TWiki such as Cairo (TWiki 3) you will need the information found in Foswiki:System.UpgradeGuide. There is also a static HTML =UpgradeGuide.html= included in the root of your Foswiki distribution. 22 23 Upgrading from a recent TWiki4 release is much simpler. Upgraders from earlier TWiki4 versions can follow the steps described in Foswiki:Support.UpgradingFromOlderTWikiReleases to ensure a safe upgrade without accidently overwriting customizations. 24 25 One of the more difficult tasks is installation of addition !CPAN libraries. See Foswiki:Support.HowToInstallCpanModules for detailed information on how to install !CPAN libraries. 26 27 If you need help, ask a question in the Foswiki:Support web or on Foswiki:Community.InternetRelayChat (irc.freenode.net, channel #foswiki) 30 28 31 29 #StandardInstallation 32 30 ---++ Basic Installation 33 31 34 1 *Download* the TWiki distribution from http://TWiki.org/download.html.32 1 *Download* the Foswiki distribution from http://TWiki.org/download.html. 35 33 1 *Make a directory* for the installation and *unpack the distribution* in it. In the rest of this document we assume this directory is called =twiki=. 36 * *Note!* that TWiki does not allow spaces in the directory names. Especially on Windows make sure to use a directory path without spaces.34 * *Note!* that Foswiki does not allow spaces in the directory names. Especially on Windows make sure to use a directory path without spaces. 37 35 1 *Setup access file and directory rights* to enable the webserver user (the user Apache runs the CGI scripts as) to read and write inside the twiki directory. 38 36 * *Warning!* Do not just just run a =chmod -R 770 twiki=. The access rules have different meaning for files and directories. This is the most common mistake installers make. … … 42 40 * debian/Ubuntu/Kubunto : =chown -R www-data:www-data /path/to/twiki= 43 41 * Suse : =chown -R wwwrun:www /path/to/twiki= 44 * If you mistakenly change the access rights in a way that makes TWiki stop working, simply run the script found at TWiki:Support.SettingFileAccessRightsLinuxUnix to set the access right of the entire TWiki tree back to the distributed defaults.45 * It is possible to define tighter access rules than the ones given by default after the installation is complete. But how tight they should be depends on your distribution and local needs. Typically you may want to limit all access from world if the webserver machine has login access for other users than root and the web server administrator. For a dedicated web server made just for running TWiki with limited login access the default access rights have a good safety level.42 * If you mistakenly change the access rights in a way that makes Foswiki stop working, simply run the script found at Foswiki:Support.SettingFileAccessRightsLinuxUnix to set the access right of the entire Foswiki tree back to the distributed defaults. 43 * It is possible to define tighter access rules than the ones given by default after the installation is complete. But how tight they should be depends on your distribution and local needs. Typically you may want to limit all access from world if the webserver machine has login access for other users than root and the web server administrator. For a dedicated web server made just for running Foswiki with limited login access the default access rights have a good safety level. 46 44 1 *Check the Perl installation*. Ensure that Perl 5 and the Perl CGI library are installed on your system. 47 45 * The default location of Perl is =/usr/bin/perl=. *If it's somewhere else*, change the path to Perl in the first line of each script in the =twiki/bin= directory. … … 52 50 * If you need to install additional [[http://cpan.perl.org/][CPAN]] modules, but can't update the main Perl installation files on the server, you can set =$CPANBASE= to point to your personal [[http://cpan.perl.org/][CPAN]] install. Don't forget that the webserver user has to be able to read those files as well. 53 51 1 *Choose best configuration method* for your webserver. There are two ways to configure Apache: config file included from httpd.conf or .htaccess files 54 * Apache config file: The recommended method is using a config file. With a config file you can put the entire TWiki configuration in ONE file (typically named =twiki.conf=). Performance is much better with a config file, and one file gives the best overview and ensures that you get a safe installation . However using a config file requires that you can restart Apache which again means that you need root or sudo access to stop and start Apache. The TWiki apache config file is included from the main Apache config file http.conf. Most distributions have a directory from which any file that ends with =.conf= gets included when you restart Apache (Example !RedHat/Fedora/Centos: /etc/httpd/conf.d). If you use a virtual host setup in Apache you should include the twiki.conf file from inside the desired virtual host config in your Apache configuration.55 * .htaccess file: This should only be used when you cannot use a config file. Performance is slowed down because Apache has to look through _all_ directories in search for possible .htaccess files each time someone views a page in TWiki. Normally this is the only way to control Apache in a shared host environment where you have no root or sudo priviledges.52 * Apache config file: The recommended method is using a config file. With a config file you can put the entire Foswiki configuration in ONE file (typically named =twiki.conf=). Performance is much better with a config file, and one file gives the best overview and ensures that you get a safe installation . However using a config file requires that you can restart Apache which again means that you need root or sudo access to stop and start Apache. The Foswiki apache config file is included from the main Apache config file http.conf. Most distributions have a directory from which any file that ends with =.conf= gets included when you restart Apache (Example !RedHat/Fedora/Centos: /etc/httpd/conf.d). If you use a virtual host setup in Apache you should include the twiki.conf file from inside the desired virtual host config in your Apache configuration. 53 * .htaccess file: This should only be used when you cannot use a config file. Performance is slowed down because Apache has to look through _all_ directories in search for possible .htaccess files each time someone views a page in Foswiki. Normally this is the only way to control Apache in a shared host environment where you have no root or sudo priviledges. 56 54 1 *Configure the webserver* 57 * Unless you are an Apache expert setting up the webserver can be quite difficult. But TWiki has three resources that make setting up Apache easier.58 * The best and easiest way is to use webpage Foswiki:Support.ApacheConfigGenerator which contains a tool that can generate a safe and working config file for TWiki on Apache.55 * Unless you are an Apache expert setting up the webserver can be quite difficult. But Foswiki has three resources that make setting up Apache easier. 56 * The best and easiest way is to use webpage Foswiki:Support.ApacheConfigGenerator which contains a tool that can generate a safe and working config file for Foswiki on Apache. 59 57 * In the root of the twiki installation you find an example config file =twiki_httpd_conf.txt= 60 * In the root of the twiki installation and in the =twiki/bin= directory you find example =.htaccess= files you can copy and modify. The files contains help text explaining how to set them up. In =twiki/bin= you find =.htaccess.txt= which can be copied to =.htaccess= and defined access to the CGI scripts. In the root of TWiki you find =pub-htaccess.txt= which you can copy to =pub/.htaccess=, =subdir-htaccess.txt= which you can copy to all directories as =.htaccess= except bin and pub, and you find =root-htaccess.txt= which you can copy to =.htaccess= in the twiki root directory. But again only use .htaccess files if you do not have root priviledges.61 * If you are unsure about how to do this on your system, see TWiki:Support.SupplementalDucuments for links to information about various server setups.58 * In the root of the twiki installation and in the =twiki/bin= directory you find example =.htaccess= files you can copy and modify. The files contains help text explaining how to set them up. In =twiki/bin= you find =.htaccess.txt= which can be copied to =.htaccess= and defined access to the CGI scripts. In the root of Foswiki you find =pub-htaccess.txt= which you can copy to =pub/.htaccess=, =subdir-htaccess.txt= which you can copy to all directories as =.htaccess= except bin and pub, and you find =root-htaccess.txt= which you can copy to =.htaccess= in the twiki root directory. But again only use .htaccess files if you do not have root priviledges. 59 * If you are unsure about how to do this on your system, see Foswiki:Support.SupplementalDucuments for links to information about various server setups. 62 60 * *Note!* When you use config files you need to restart Apache each time you change a setting to make the new setting active. 63 61 1 *Protect the configure script* 64 62 * You should never leave the =configure= script open to the public. Limit access to the =twiki/bin/configure= script to either localhost, an IP address or a specific user using basic Apache authentication. The Foswiki:Support.ApacheConfigGenerator lets you setup who has access to the configure script. Also the example twiki-httpd-conf.txt and bin/.htaccess.txt files includes the needed setting to protect the configure script. 65 * If you limit the access to a particular user then you need to setup a .htpasswd file that contains the user name and password that Apache will authenticate against. Per default both Foswiki:Support.ApacheConfigGenerator and the example config files and .htaccess files uses =twiki/data/.htpasswd= but this file does not exist until you have TWiki running and have registered the first user. You therefore have two options. Either limit the access to localhost or an IP address, or make a .htpasswd file. To make a .htpasswd file change directory to =twiki/data= and issue the command =htpasswd -c .htpasswd username= and enter your password when asked. The username must match the =Require user username= directive in the Apache config file or .htaccess file. Do not use a username you will later use to register in TWiki because TWiki will then claim that you are already registered.63 * If you limit the access to a particular user then you need to setup a .htpasswd file that contains the user name and password that Apache will authenticate against. Per default both Foswiki:Support.ApacheConfigGenerator and the example config files and .htaccess files uses =twiki/data/.htpasswd= but this file does not exist until you have Foswiki running and have registered the first user. You therefore have two options. Either limit the access to localhost or an IP address, or make a .htpasswd file. To make a .htpasswd file change directory to =twiki/data= and issue the command =htpasswd -c .htpasswd username= and enter your password when asked. The username must match the =Require user username= directive in the Apache config file or .htaccess file. Do not use a username you will later use to register in Foswiki because Foswiki will then claim that you are already registered. 66 64 1 *Run the =configure= script* from your browser (enter =http://yourdomain/twiki/bin/configure= into your browser address bar) 67 65 * Resolve any errors or warnings it tells you about. 68 66 * *Note!* When you run =configure= for the first time, you can only edit the section =General Path Settings=. Save these settings, and then return to =configure= to continue configuration. 69 67 * If your webserver can be accessed by more than one domain name make sure to add the additional alternative URLs to ={PermittedRedirectHostUrls}= 70 * When you return to configure you now need to setup _Mail and Proxies_. Especially the ={WebMasterEmail}=, and ={SMTP}{MAILHOST}= must be defined to enable TWiki to send registration emails. Many ISPs have introduced authentication when sending emails to fight spam so you may also have to set ={SMTP}{Username}= and ={SMTP}{Password}=. If you do not want to enable mailing or want to enable it later you can uncheck ={EnableEmail}=.71 72 You now have a basic, unauthenticated installation running. At this point you can just point your Web browser at =http://yourdomain.com/twiki/bin/view= and start TWiki-ing away!68 * When you return to configure you now need to setup _Mail and Proxies_. Especially the ={WebMasterEmail}=, and ={SMTP}{MAILHOST}= must be defined to enable Foswiki to send registration emails. Many ISPs have introduced authentication when sending emails to fight spam so you may also have to set ={SMTP}{Username}= and ={SMTP}{Password}=. If you do not want to enable mailing or want to enable it later you can uncheck ={EnableEmail}=. 69 70 You now have a basic, unauthenticated installation running. At this point you can just point your Web browser at =http://yourdomain.com/twiki/bin/view= and start Foswiki-ing away! 73 71 74 72 ---++ Important Server Security Settings … … 76 74 77 75 * As already described above you should protect the configure script from general access. The configure script is designed for use by administrators only and should be restricted to invocation by them only, by using the basic Apache authentication. Because of this there has not been put much effort into hardening the script. The configure script cannot save any settings once the password has been saved the first time, but the script could still be vulnerable to specially crafted field values and the script reveals many details about the webserver that you should not display in public. 78 * You absolutely must turn off any kind of PHP, Perl, Python, Server Side Includes etc in the =pub= directory. TWiki has some built-in protection which renames files with dangerous filenames by appending .txt to the filename. But this is a secondary security measure. The essential action that you must take is to turn off any possible execution of any of the attached files.<br /> Most Linux distributions have a default Apache installation which has PHP and server side include (SSI) enabled.76 * You absolutely must turn off any kind of PHP, Perl, Python, Server Side Includes etc in the =pub= directory. Foswiki has some built-in protection which renames files with dangerous filenames by appending .txt to the filename. But this is a secondary security measure. The essential action that you must take is to turn off any possible execution of any of the attached files.<br /> Most Linux distributions have a default Apache installation which has PHP and server side include (SSI) enabled. 79 77 * Make sure that you deny access to all other twiki directories than the =bin= and =pub= directories. When you have access to the Apache config files the =twiki_httpd_conf.txt= file mentioned above also contains protection of these directories.<br /> 80 78 For those that do not have access to the Apache config files a sample =subdir-htaccess.txt= file can be copied as =.htaccess= to the data, lib, locale, templates, tools and working directories. … … 84 82 ---++ Next Steps 85 83 86 Once you have TWiki installed and running, you might consider the following optional steps for setting up and customizing your TWiki site. Many of the references below refer to topics within your TWiki installation. For example, =[[%SYSTEMWEB.Skins][Skins]]= refers to the =Skins= topic in your TWiki web. Easy way to jump directly to view the pages is to open your own TWiki in your browser and write =[[%SYSTEMWEB.Skins]]= in the Jump test box to the right in the top bar and hit Enter. You can find these topics in the on-line reference copy at the official TWiki website: [[TWiki:TWiki04x02.WebHome][TWiki Release 4.2]]84 Once you have Foswiki installed and running, you might consider the following optional steps for setting up and customizing your Foswiki site. Many of the references below refer to topics within your Foswiki installation. For example, =[[%SYSTEMWEB.Skins][Skins]]= refers to the =Skins= topic in your Foswiki web. Easy way to jump directly to view the pages is to open your own Foswiki in your browser and write =[[%SYSTEMWEB.Skins]]= in the Jump test box to the right in the top bar and hit Enter. You can find these topics in the on-line reference copy at the official Foswiki website: [[Foswiki:System.WebHome][System web at Foswiki]] 87 85 88 86 #AuthenticationOfUsers 89 87 ---++ Enable Authentication of Users 90 88 91 This step provides for site access control and user activity tracking on your TWiki site. __This is particularly important for sites that are publicly accessible on the web.__ This guide describes only the most common of several possible authentication setups for TWiki and is suitable for public web sites. For information about other setups, see =%SYSTEMWEB%.UserAuthentication=, and TWiki:Support.UserAuthenticationSupplement.92 93 These are the steps for enabling "Template Login" which asks for a username and password in a web page, and processes them using the Apache 'htpasswd' password manager. Users can log in and log out. 89 This step provides for site access control and user activity tracking on your Foswiki site. __This is particularly important for sites that are publicly accessible on the web.__ This guide describes only the most common of several possible authentication setups for Foswiki and is suitable for public web sites. For information about other setups, see =%SYSTEMWEB%.UserAuthentication=, and Foswiki:Support.UserAuthenticationSupplement. 90 91 These are the steps for enabling "Template Login" which asks for a username and password in a web page, and processes them using the Apache 'htpasswd' password manager. Users can log in and log out. Users are listed in a topic =%SYSTEMWEB%/WikiUsers= 94 92 95 93 1 Under the =Security Settings= pane of =configure= : 96 1 Select =TWiki::LoginManager::TemplateLogin= for ={LoginManager}=. 97 1 Select =TWiki::Users::HtPasswdUser= for ={PasswordManager}=. 94 1 Select =Foswiki::LoginManager::TemplateLogin= for ={LoginManager}=. 95 1 Select =Foswiki::Users::HtPasswdUser= for ={PasswordManager}=. 96 1 Select =Foswiki::Users::TopicUserMapping= for ={UserMappingManager}=. 98 97 1 Save your =configure= settings. 99 98 1 Register yourself using the =%SYSTEMWEB%.UserRegistration= topic.<br /> … … 101 100 1 Edit a topic (by clicking on the =Edit= link at beginning or end of topic) to check if authentication works. 102 101 103 You are strongly encouraged to read =%SYSTEMWEB%.UserAuthentication=, TWiki:Support.UserAuthenticationSupplement for further information about managing users and security of your TWiki site.104 105 *Note!* The other =LoginManager= option = TWiki::LoginManager::ApacheLogin= uses a basic Apache type authentication where the browser itself prompts you for username and password. Most will find the !TemplateLogin looking nicer. But !ApacheLogin is required when you use Apache authentication methods like mod_ldap where all authentication is handled by an Apache module and not by the TWiki perl code. When you use !ApacheLogin the apache configuration must be set up to require authentication of the some but not all the scripts in the bin directory. This section in the Apache config (or .htaccess) controls this102 You are strongly encouraged to read =%SYSTEMWEB%.UserAuthentication=, Foswiki:Support.UserAuthenticationSupplement for further information about managing users and security of your Foswiki site. 103 104 *Note!* The other =LoginManager= option =Foswiki::LoginManager::ApacheLogin= uses a basic Apache type authentication where the browser itself prompts you for username and password. Most will find the !TemplateLogin looking nicer. But !ApacheLogin is required when you use Apache authentication methods like mod_ldap where all authentication is handled by an Apache module and not by the Foswiki perl code. When you use !ApacheLogin the apache configuration must be set up to require authentication of the some but not all the scripts in the bin directory. This section in the Apache config (or .htaccess) controls this 106 105 107 106 <verbatim> … … 116 115 ---++ Define the Administrator User(s) 117 116 118 Administrators have read and write access to any topic, irrespectively of TWiki access controls. When you install TWiki one of the first things you will want to do is define yourself as an administrator. You become an administrator simply by adding yourself to the =AdminGroup=. It is the WikiName and not the login name you add to the group. Editing the =%USERSWEB%.AdminGroup= topic requires that you are an administrator. So to add the first administrator you need to login using the internal Wiki admin user login and the password you defined in configure.117 Administrators have read and write access to any topic, irrespectively of Foswiki access controls. When you install Foswiki one of the first things you will want to do is define yourself as an administrator. You become an administrator simply by adding yourself to the =AdminGroup=. It is the WikiName and not the login name you add to the group. Editing the =%USERSWEB%.AdminGroup= topic requires that you are an administrator. So to add the first administrator you need to login using the internal Wiki admin user login and the password you defined in configure. 119 118 120 119 * Navigate to the =%USERSWEB%.AdminGroup= topic … … 123 122 124 123 #SetPreferences 125 ---++ Set TWiki Preferences126 127 Preferences for customizing many aspects of TWiki are set simply by editing a special topic with TWiki.128 129 * =%SYSTEMWEB%.DefaultPreferences=. Read through it and identify any additional settings or changes you think you might need. Do not edit the settings in =%SYSTEMWEB%.DefaultPreferences= because these will be overwritten when you later upgrade to a newer TWiki version. Instead copy any settings that you want to customize from =%SYSTEMWEB%.DefaultPreferences= and paste them into =%USERSWEB%.SitePreferences=. When you later upgrade TWiki simply avoid overwriting the =data/%SYSTEMWEB%/DefaultPreferences.txt= file and all your settings will be kept. Settings in =%USERSWEB%.SitePreferences= overrides settings in both =%SYSTEMWEB%.DefaultPreferences= and any settings defined in Plugin topics. See notes at top of =%SYSTEMWEB%.DefaultPreferences= for more information.124 ---++ Set Foswiki Preferences 125 126 Preferences for customizing many aspects of Foswiki are set simply by editing a special topic with Foswiki. 127 128 * =%SYSTEMWEB%.DefaultPreferences=. Read through it and identify any additional settings or changes you think you might need. Do not edit the settings in =%SYSTEMWEB%.DefaultPreferences= because these will be overwritten when you later upgrade to a newer Foswiki version. Instead copy any settings that you want to customize from =%SYSTEMWEB%.DefaultPreferences= and paste them into =%USERSWEB%.SitePreferences=. When you later upgrade Foswiki simply avoid overwriting the =data/%SYSTEMWEB%/DefaultPreferences.txt= file and all your settings will be kept. Settings in =%USERSWEB%.SitePreferences= overrides settings in both =%SYSTEMWEB%.DefaultPreferences= and any settings defined in Plugin topics. See notes at top of =%SYSTEMWEB%.DefaultPreferences= for more information. 130 129 131 130 ---++ Enable Email Notification … … 137 136 ---++ Enable !WebStatistics 138 137 139 You can generate a listing manually, or on an automated schedule, of visits to individual pages, on a per web basis. For information on setting up this feature, see the =%SYSTEMWEB%. TWikiSiteTools= topic.138 You can generate a listing manually, or on an automated schedule, of visits to individual pages, on a per web basis. For information on setting up this feature, see the =%SYSTEMWEB%.SiteTools= topic. 140 139 141 140 ---++ Automate removal of expired sessions and lease files 142 141 143 Per default TWiki cleans out expired session and lease files each time any topic is viewed. This however cost performance. It is an advantage to define a negative value in =configure= for {Sessions}{ExpireAfter} and install let cron run the =tools/tick_twiki.pl= script. Read The topic =TWikiScripts#tick_twiki_pl= for details how to do this.142 Per default Foswiki cleans out expired session and lease files each time any topic is viewed. This however cost performance. It is an advantage to define a negative value in =configure= for {Sessions}{ExpireAfter} and install let cron run the =tools/tick_twiki.pl= script. Read The topic =CommandAndCGIScripts#tick_twiki_pl= for details how to do this. 144 143 145 144 ---++ Enable Localisation 146 145 147 TWiki now supports displaying of national (non-ascii) characters and presentation of basic interface elements in different languages. To enable these features, see the =Localisation= section of =configure=. For more information about these features, see TWiki:Support.InternationalizationSupplement.146 Foswiki now supports displaying of national (non-ascii) characters and presentation of basic interface elements in different languages. To enable these features, see the =Localisation= section of =configure=. For more information about these features, see Foswiki:Support.InternationalizationSupplement. 148 147 149 148 #TailorUsersTopic 150 149 ---++ Tailor New Users Home Topic 151 150 152 When a new users registers on your TWiki, a home topic is created for them based on the =%SYSTEMWEB%.NewUserTemplate= topic (and its =%SYSTEMWEB%.UserForm=). It contains additional resources you can use to:151 When a new users registers on your Foswiki, a home topic is created for them based on the =%SYSTEMWEB%.NewUserTemplate= topic (and its =%SYSTEMWEB%.UserForm=). It contains additional resources you can use to: 153 152 * Localise the user topic. 154 * Add a default ALLOWTOPICCHANGE so only the user can edit their own home topic. We do not encourage this for Intranet sites as it sends a wrong signal to new users, but it can be necessary on a public TWiki to prevent spam.153 * Add a default ALLOWTOPICCHANGE so only the user can edit their own home topic. We do not encourage this for Intranet sites as it sends a wrong signal to new users, but it can be necessary on a public Foswiki to prevent spam. 155 154 * Add and remove fields defined in the =%SYSTEMWEB%.UserForm= 156 155 157 If you choose to tailor anything you are strongly adviced to copy =NewUserTemplate= and =UserForm= to the Main web and tailor the Main web copies. TWiki will look for the =NewUserTemplate= in the Main web first and if it does not exist it uses the default from the TWiki web. By creating a =%USERSWEB%.NewUserTemplate= and its =%USERSWEB%.UserForm= you will not loose your tailorings next time you upgrade TWiki.156 If you choose to tailor anything you are strongly adviced to copy =NewUserTemplate= and =UserForm= to the Main web and tailor the Main web copies. Foswiki will look for the =NewUserTemplate= in the Main web first and if it does not exist it uses the default from the Foswiki web. By creating a =%USERSWEB%.NewUserTemplate= and its =%USERSWEB%.UserForm= you will not loose your tailorings next time you upgrade Foswiki. 158 157 159 158 If you added or removed fields from the user form you may also need to tailor =%SYSTEMWEB%.UserRegistration=. 160 159 161 160 ---++ Install Plugins 162 Foswiki:Extensions is an extensive library of Plugins for TWiki, that enhance functionality in a huge number of ways. A few plugins are pre-installed in the TWiki distribution. For more information on these, see =%SYSTEMWEB%.InstalledPlugins=.163 164 You activate installed plugin in the _Plugins_ section of =configure=. In this section you also find a _Find More Extensions_ button which opens an application which can install additional plugins from the TWiki.org website. If you are behind a firewall or your server has no access to the Internet it is also possible to install plugins manually. Manual installation instructions for the plugins can be found in the plugin topics on TWiki.org. Additional documenation on TWiki plugins can be found at TWiki:Support.PluginsSupplement.161 Foswiki:Extensions is an extensive library of Plugins for Foswiki, that enhance functionality in a huge number of ways. A few plugins are pre-installed in the Foswiki distribution. For more information on these, see =%SYSTEMWEB%.InstalledPlugins=. 162 163 You activate installed plugin in the _Plugins_ section of =configure=. In this section you also find a _Find More Extensions_ button which opens an application which can install additional plugins from the foswiki.org website. If you are behind a firewall or your server has no access to the Internet it is also possible to install plugins manually. Manual installation instructions for the plugins can be found in the plugin topics on foswiki.org. Additional documenation on Foswiki plugins can be found at Foswiki:Support.PluginsSupplement. 165 164 166 165 Some plugins require that you define their settings in =configure=. You fill find these under the _Extensions_ section of configure. 167 166 168 ---++ Customize Your TWiki!169 170 The real power of TWiki lies in it's flexibility to be customized to meet your needs. You can with small means change the looks of the default skin (called !PatternSkin) by reading the =%SYSTEMWEB%.PatternSkinCustomization=171 172 At the official TWiki website you can find more resources. A good place to start for exploring what's possible is TWiki:Support.AdministratorsCookBook which offers tips and tricks for customizing your TWiki site. Many of these are appropriate to implement immediately after installing TWiki and before adding content so now's a good time to look at these.167 ---++ Customize Your Foswiki! 168 169 The real power of Foswiki lies in it's flexibility to be customized to meet your needs. You can with small means change the looks of the default skin (called !PatternSkin) by reading the =%SYSTEMWEB%.PatternSkinCustomization= 170 171 At the official Foswiki website you can find more resources. A good place to start for exploring what's possible is Foswiki:Support.AdministratorsCookBook which offers tips and tricks for customizing your Foswiki site. Many of these are appropriate to implement immediately after installing Foswiki and before adding content so now's a good time to look at these. 173 172 174 173 ---++ Customization of Special Pages 175 174 176 Some pages are meant to be customized after choice of authentication. If you do not use the internal TWiki password manager the topics that contains the features for changing and resetting passwords and changing the email address should be changed to a note describing how to perform these tasks in your organization. The topics are:175 Some pages are meant to be customized after choice of authentication. If you do not use the internal Foswiki password manager the topics that contains the features for changing and resetting passwords and changing the email address should be changed to a note describing how to perform these tasks in your organization. The topics are: 177 176 178 177 * =%SYSTEMWEB%.ChangePassword= … … 182 181 ---++ WYSIWYG vs Raw Edit 183 182 184 From TWiki release 4.2.0 the WYSIWYG editor has been replaced by a much better and more powerful editor and it was decided that WYSIWYG would be the default edit mode. An Edit Raw link is available for those that have a need or preference for this mode.185 186 However you may prefer to have the same user interface as in TWiki 4.1 where _Edit_ was the raw text editor and you had a WYSIWYG button. You can modify the templates that define the buttons by following the description on TWiki:Codev.TWikiRawEditDefault04x02.183 From TWiki release 4.2.0 and continuing with Foswiki 1.0.0 the WYSIWYG editor has been replaced by a much better and more powerful editor and it was decided that WYSIWYG would be the default edit mode. An Edit Raw link is available for those that have a need or preference for this mode. 184 185 However you may prefer to have the same user interface as in TWiki 4.1 where _Edit_ was the raw text editor and you had a WYSIWYG button. You can modify the templates that define the buttons by following the description on Foswiki:Support.FaqHowToMakeRawEditDefault. 187 186 188 187 ---++ Copyright, License and Classification Statements … … 190 189 In the bottom of each topic you will find a default copyright messages saying "Copyright &© by the contributing authors. All material on this collaboration platform is the property of the contributing authors." It is a setting WEBCOPYRIGHT that defines this. This is often not adequate. 191 190 192 * If your TWiki is used in a commercial application without public access you should replace this by your normal copyright notice. You should also consider adding classifications (e.g. For Internal Use Only) so people do not have to add this manually to every new topic.193 * If your TWiki is public with public access you need to decide which copyright and license the contributions should be covered by. For open source type applications licenses such as <a href="http://www.gnu.org/licenses/fdl.html">the GNU Free Documentation License</a>, <a href="http://www.freebsd.org/copyright/freebsd-doc-license.html">FreeBSD Documentation License</a>, and <a href="http://creativecommons.org/licenses/">Creative Commons license</a> are possible licenses to consider. Remember that once people have started contributing it is difficult and not correct to change or impose licenses on existing contributions.191 * If your Foswiki is used in a commercial application without public access you should replace this by your normal copyright notice. You should also consider adding classifications (e.g. For Internal Use Only) so people do not have to add this manually to every new topic. 192 * If your Foswiki is public with public access you need to decide which copyright and license the contributions should be covered by. For open source type applications licenses such as <a href="http://www.gnu.org/licenses/fdl.html">the GNU Free Documentation License</a>, <a href="http://www.freebsd.org/copyright/freebsd-doc-license.html">FreeBSD Documentation License</a>, and <a href="http://creativecommons.org/licenses/">Creative Commons license</a> are possible licenses to consider. Remember that once people have started contributing it is difficult and not correct to change or impose licenses on existing contributions. 194 193 195 194 You change the copy right statement globally by taking these steps. … … 197 196 * Copy the setting WEBCOPYRIGHT from =System.DefaultPreferences= to =%USERSWEB%.SitePreferences= and alter the copied text to your need. 198 197 * You can create a unique message for each web by adding the WEBCOPYRIGHT setting to =WebPreferences= in each web. E.g. adding a confident!ial classification to a very restricted web. 199 * The WEBCOPYRIGHT in =%SYSTEMWEB%.WebPreferences= covers the documentation that comes with TWiki and is covered by the original TWiki Copyright and GPL License. You will normally leave this unchanged.198 * The WEBCOPYRIGHT in =%SYSTEMWEB%.WebPreferences= covers the documentation that comes with Foswiki and is covered by the original Foswiki Copyright and GPL License. You will normally leave this unchanged. 200 199 201 200 ---++ Troubleshooting … … 203 202 The first step is to re-run the =configure= script and make sure you have resolved all errors, and are satisfied that you understand any warnings. 204 203 205 Failing that consult the resources you can find in TWiki:Support.SupplementalDocuments and TWiki:Support.AskedQuestions.206 207 If you need help, ask a question in the TWiki:Support web or on TWiki:Codev/TWikiIRC (irc.freenode.net, channel #twiki)204 Failing that consult the resources you can find in Foswiki:Support.SupplementalDocuments and Foswiki:Support.AskedQuestions. 205 206 If you need help, ask a question in the Foswiki:Support web or on Foswiki:Community.InternetRelayChat (irc.freenode.net, channel #foswiki) 208 207 209 208 ---++ Appendices … … 211 210 212 211 #SystemRequirements 213 ---++ TWiki System Requirements214 215 Low client and server base requirements are core features that keep TWiki widely deployable, particularly across a range of browser platforms and versions.212 ---++ Foswiki System Requirements 213 214 Low client and server base requirements are core features that keep Foswiki widely deployable, particularly across a range of browser platforms and versions. 216 215 217 216 ---+++ Server Requirements 218 217 219 TWiki is written in Perl 5, uses a number of shell commands, and requires <a href="http://www.gnu.org/software/rcs/rcs.html" rel="nofollow" target="_top">RCS (Revision Control System)</a>, a GNU Free Software package. TWiki is developed in a basic Linux/Apache environment. It also works with Microsoft Windows, and should have no problem on any other platform that meets the requirements.218 Foswiki is written in Perl 5, uses a number of shell commands, and requires <a href="http://www.gnu.org/software/rcs/rcs.html" rel="nofollow" target="_top">RCS (Revision Control System)</a>, a GNU Free Software package. Foswiki is developed in a basic Linux/Apache environment. It also works with Microsoft Windows, and should have no problem on any other platform that meets the requirements. 220 219 221 220 222 221 | *Resource* | *Required Server Environment* | 223 | Perl | 5.8.4 or higher is recommended. TWiki will run in perl 5.6.1 but only with Wysiwyg editor disabled. Wysiwyg requires unicode support which is provided by perl 5.8.1 and forward. |224 | RCS | 5.7 or higher (including GNU =diff=) <br /> Optional, TWiki includes a pure perl implementation of RCS that can be used instead (although it's slower) |222 | Perl | 5.8.4 or higher is recommended. Foswiki will run in perl 5.6.1 but only with Wysiwyg editor disabled. Wysiwyg requires unicode support which is provided by perl 5.8.1 and forward. | 223 | RCS | 5.7 or higher (including GNU =diff=) <br /> Optional, Foswiki includes a pure perl implementation of RCS that can be used instead (although it's slower) | 225 224 | GNU =diff= | GNU =diff= 2.7 or higher is required when not using the all-Perl RcsLite. <br /> Install on PATH if not included with RCS (check version with =diff -v=) <br /> Must be the version used by RCS, to avoid problems with binary attachments - RCS may have hard-coded path to =diff= | 226 225 | Other external programs | =fgrep, egrep= | 227 226 | Cron/scheduler | • Unix: =cron= <br />• Windows: =cron= equivalents <!-- SMELL: Macintosh version? --> | 228 | Web server | Apache is well supported; for information on other servers, See TWiki:Support.InstallingOnSpecificPlatforms. |227 | Web server | Apache is well supported; for information on other servers, See Foswiki:Support.InstallingOnSpecificPlatforms. | 229 228 230 229 ---+++ Required CPAN Modules … … 232 231 Most of the !CPAN libraries listesd below are part of a standard Perl installation so you most likely have them all! 233 232 234 See TWiki:Support.HowToInstallCpanModules for detailed information on how to install !CPAN libraries235 236 237 238 The following Perl <a href="http://cpan.perl.org/" rel="nofollow" target="_top">CPAN</a> modules are used by TWiki:233 See Foswiki:Support.HowToInstallCpanModules for detailed information on how to install !CPAN libraries 234 235 236 237 The following Perl <a href="http://cpan.perl.org/" rel="nofollow" target="_top">CPAN</a> modules are used by Foswiki 239 238 240 239 | *Module* | *Preferred version* | … … 256 255 ---+++ Optional CPAN Modules 257 256 258 The following Perl modules may be used by TWiki:259 260 See TWiki:Support.HowToInstallCpanModules for detailed information on how to install !CPAN libraries257 The following Perl modules may be used by Foswiki: 258 259 See Foswiki:Support.HowToInstallCpanModules for detailed information on how to install !CPAN libraries 261 260 262 261 | *Module* | *Preferred version* | *Description* | … … 284 283 ---+++ Client Requirements 285 284 286 The TWiki standard installation has relatively low browser requirements:285 The Foswiki standard installation has relatively low browser requirements: 287 286 288 287 * HTML 3.2 compliant … … 293 292 You can easily select a balance of browser capability versus look and feel. Try the installed skins in the [[skin browser]] and more at Foswiki:Extensions.SkinPackage. 294 293 295 ---+++ Important note about TWiki Plugins294 ---+++ Important note about Foswiki Plugins 296 295 297 296 * Plugins can require just about anything - browser-specific functions, stylesheets (CSS), Java applets, cookies, specific Perl modules,... - check the individual Plugin specs. 298 * __%T% Note:__ Plugins included in the TWiki distribution do not add requirements, except for the CommentPlugin which requires Perl 5.6.1.297 * __%T% Note:__ Plugins included in the Foswiki distribution do not add requirements, except for the CommentPlugin which requires Perl 5.6.1. 299 298 300 299 #NonRootInstallNotes 301 ---++ Notes on Installing TWiki on Non-Root Account302 303 The following supplemental notes to the <a href="#StandardInstallation" class="twikiAnchorLink">Basic Installation</a> instructions apply to installing TWiki on a system where you don't have Unix/Linux root (administrator) privileges, for example, on a hosted Web account or an intranet server administered by someone else.300 ---++ Notes on Installing Foswiki on Non-Root Account 301 302 The following supplemental notes to the <a href="#StandardInstallation" class="twikiAnchorLink">Basic Installation</a> instructions apply to installing Foswiki on a system where you don't have Unix/Linux root (administrator) privileges, for example, on a hosted Web account or an intranet server administered by someone else. 304 303 305 304 Referring to the <a href="#StandardInstallation" class="twikiAnchorLink">Basic Installation</a> steps presented above: 306 305 307 * *Step 2:* If you cannot unpack the TWiki distribution directly in your installation directory, you can unpack the distribution on your local PC and then manually create the directory structure on your host server and upload the files as follows:306 * *Step 2:* If you cannot unpack the Foswiki distribution directly in your installation directory, you can unpack the distribution on your local PC and then manually create the directory structure on your host server and upload the files as follows: 308 307 * Using the table below, create a directory structure on your host server 309 * Upload the TWiki files by FTP (transfer as text except for the image files in =pub= directory.)308 * Upload the Foswiki files by FTP (transfer as text except for the image files in =pub= directory.) 310 309 * __Note:__ Don't worry if you are not able to put the twiki/lib directory at the same level as the =twiki/bin= directory (e.g. because CGI bin directories can't be under your home directory and you don't have root access). You can create this directory elsewhere and configure the =twiki/bin/setlib.cfg= file (done in Step 2). 311 310 312 311 <blockquote> 313 312 314 | * TWiki dir:* | *What it is:* | *Where to copy:* | *Example:* |315 | = twiki= | start-up pages | root TWiki dir | =/home/smith/twiki/= |316 | = twiki/bin= | CGI bin | CGI-enabled dir | =/home/smith/twiki/bin= |317 | = twiki/lib= | library files | same level as =twiki/bin= | =/home/smith/twiki/lib= |318 | = twiki/locale= | language files | dir secure from public access | =/home/smith/twiki/locale= |319 | = twiki/pub= | public files | htdoc enabled dir | =/home/smith/twiki/pub= |320 | = twiki/data= | topic data | dir secure from public access | =/home/smith/twiki/data= |321 | = twiki/templates= | web templates | dir secure from public access | =/home/smith/twiki/templates= |322 | = twiki/tools= | TWiki utlilities | dir secure from public access | =/home/smith/twiki/tools= |323 | = twiki/working= | Temporary and internal files | dir secure from public access | =/home/smith/twiki/working= |313 | *Foswiki dir:* | *What it is:* | *Where to copy:* | *Example:* | 314 | =foswiki= | start-up pages | root Foswiki dir | =/home/smith/foswiki/= | 315 | =foswiki/bin= | CGI bin | CGI-enabled dir | =/home/smith/twiki/bin= | 316 | =foswiki/lib= | library files | same level as =twiki/bin= | =/home/smith/foswiki/lib= | 317 | =foswiki/locale= | language files | dir secure from public access | =/home/smith/foswiki/locale= | 318 | =foswiki/pub= | public files | htdoc enabled dir | =/home/smith/foswiki/pub= | 319 | =foswiki/data= | topic data | dir secure from public access | =/home/smith/foswiki/data= | 320 | =foswiki/templates= | web templates | dir secure from public access | =/home/smith/foswiki/templates= | 321 | =foswiki/tools= | Foswiki utlilities | dir secure from public access | =/home/smith/foswiki/tools= | 322 | =foswiki/working= | Temporary and internal files | dir secure from public access | =/home/smith/foswiki/working= | 324 323 325 324 </blockquote> … … 329 328 * =chmod 644 `find pub -type f -print`= 330 329 * In addition, you should create a =.htaccess= file in the pub directory, using the template included in the root level of the distribution entitled =pub-htaccess.txt=. 331 * Note: This setup does not provide for absolute security for TWiki attachments. For more information, see TWiki:Support.SecuringYourSite.330 * Note: This setup does not provide for absolute security for Foswiki attachments. For more information, see Foswiki:Support.SecuringYourSite. 332 331 333 332 * *Step 6:* In order to run the configure script, create a file called =.htaccess= in the bin directory that includes the following single line: =SetHandler cgi-script= . This informs the server to treat all the perl scripts in the bin directory as scripts. 334 333 335 For additional information about installing TWiki on a hosted accounts, see TWiki:Support.InstallingOnSharedHosts334 For additional information about installing Foswiki on a hosted accounts, see Foswiki:Support.InstallingOnSharedHosts 336 335 337 336 ---++ Installing Manually Without Configure 338 337 339 It is highly recommended to use run configure from the browser when setting up TWiki. Configure does a lot of the hard work for you.338 It is highly recommended to use run configure from the browser when setting up Foswiki. Configure does a lot of the hard work for you. 340 339 341 340 But there may be instances where you do not want to use configure or where configure simply won't run because of a missing dependency. … … 343 342 The manual steps you have to take are: 344 343 345 * Copy the file =lib/ TWiki.spec= to =lib/LocalSite.cfg=346 * Remove the comment # in front of =$ TWiki::cfg{DefaultUrlHost}=, =$TWiki::cfg{ScriptUrlPath}=, =$TWiki::cfg{PubUrlPath}=, =$TWiki::cfg{PubDir}=, =$TWiki::cfg{TemplateDir}=, =$TWiki::cfg{DataDir}=, =$TWiki::cfg{LocalesDir}=, and =$TWiki::cfg{OS}= and make sure these settings have the correct values.347 * Make sure to define at least these settings: =$ TWiki::cfg{LoginManager}=, =$TWiki::cfg{WebMasterEmail}=, =$TWiki::cfg{SMTP}{MAILHOST}=, =$TWiki::cfg{SMTP}{SENDERHOST}=.344 * Copy the file =lib/Foswiki.spec= to =lib/LocalSite.cfg= 345 * Remove the comment # in front of =$Foswiki::cfg{DefaultUrlHost}=, =$Foswiki::cfg{ScriptUrlPath}=, =$Foswiki::cfg{PubUrlPath}=, =$Foswiki::cfg{PubDir}=, =$Foswiki::cfg{TemplateDir}=, =$Foswiki::cfg{DataDir}=, =$Foswiki::cfg{LocalesDir}=, and =$Foswiki::cfg{OS}= and make sure these settings have the correct values. 346 * Make sure to define at least these settings: =$Foswiki::cfg{LoginManager}=, =$Foswiki::cfg{WebMasterEmail}=, =$Foswiki::cfg{SMTP}{MAILHOST}=, =$Foswiki::cfg{SMTP}{SENDERHOST}=. 348 347 349 348 %STOPINCLUDE% 350 349 351 __Related Topics:__ AdminDocumentationCategory, TWiki:Support.SupplementalDocuments352 350 __Related Topics:__ AdminDocumentationCategory, Foswiki:Support.SupplementalDocuments 351
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