/[docman2]/doc/install.html
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Revision 1.8 - (show annotations)
Wed Apr 9 15:53:35 2003 UTC (21 years ago) by dpavlin
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some hints about Debian and Apache

1 <h1>Installation instructions</h1>
2
3 <p><small>Just <a href="upgrade.html">upgrading from v1.x</a> or
4 <a href="upgrade.html#cvs">updating to latest v2.x version</a>?
5 </small>
6 </p>
7
8 <ol>
9 <li>You will need <a href="http://www.apache.org/">Apache</a> web server
10 (it should work with version 1.3 or 2.0, but it's not tested with 2.0)
11 and <a href="http://www.php.net/">php</a> version 4.x installed and
12 configured for docman to work.
13 <small><a href="faq.html#php3">related FAQ question</a></small>
14 <li>Get latest version of Document Manager from
15 <a href="http://www.rot13.org/~dpavlin/docman.html">
16 http://www.rot13.org/~dpavlin/docman.html</a>
17
18 <li>Go to installation directory (which <b>shouldn't be</b> under your web
19 server's DocumentRoot) and untar distribution
20 <pre>
21 cd /home/httpd
22 tar xvfz docman-2*.tar.gz
23 </pre>
24 Make a symlink from current version (2.x) to default directory name
25 <tt>docman2</tt>
26 <pre>
27 ln -s docman-2.x docman2
28 </pre>
29 If you decide to install docman in some other directory, change
30 <tt>$gblIncDir</tt> to that directory in <a href="#realm">
31 <tt>realm/http_virtual_host.conf</tt></a>!
32 <br>If you don't want to use virtual hosts to separate docman
33 installations on same host, but instead use directory name before
34 <tt>docman.php</tt> script please read whole installation instructions
35 and than <a href="admin.html#path_realm">Using script path as realm name</a>
36 to correct all instructions.
37
38 <li>Go to directory which you want to have under Document Manager control
39 (this directory also <b>shouldn't be</b> accessible from your web server
40 tree)
41 <pre>
42 cd /home/httpd/repository
43 </pre>
44 chmod that directory so that web server can write in it.
45 <pre>
46 chown nobody /home/httpd/repository
47 </pre>
48
49 If you use <a href="http://www.debian.org/">Debian</a> you will want
50 to use <tt>www-data</tt> user like this:
51 <tt>chown www-data /home/httpd/repository</tt>
52
53 <li>Make a symlink from that directory to file which will be directory index
54 <pre>
55 ln -s /home/httpd/docman2/docman.php \
56 /home/httpd/http_virtual_host/index.php
57 </pre>
58
59 <a name="docman.css">
60 <li> <i>optional, performance</i>
61 Make a symlink from docman.css file to your web-exported directory
62 <pre>
63 ln -s /home/httpd/docman2/html/docman.css \
64 /home/httpd/http_virtual_host/docman.css
65 </pre>
66
67 <a name="docman_conf">
68 <li>Copy docman <a href="upgrade.html#docman_conf">master configuration</a>
69 file to <tt>/etc/docman.conf</tt>. If you
70 want, you can change location of that file (so it's not in <tt>/etc</tt>)
71 on top of <tt>docman.php</tt>
72 but that will break automatic cvs update
73 <small>(see <a href="upgrade.html#cvs">upgrade via CVS</a>)</small>
74 <pre>
75 cp /home/httpd/docman2/docman.conf /etc/docman.conf
76 </pre>
77 If you haven't installed docman in <tt>/home/httpd/docman2</tt> change
78 <tt>$gblIncDir</tt> to your installation directory.
79 <br>You can also enter values for <tt>$fsRealmDir</tt> (normally
80 set to <tt>$gblIncDir/realm</tt>) there (and to some location
81 which is not your docman installation).
82
83 <a name="realm">
84 <li>Go into docman's <tt>realm</tt> directory and copy template configuration
85 into your <tt>http_virtual_host.conf</tt>
86 <pre>
87 cp /home/httpd/docman2/realm/localhost.conf.dist \
88 /home/httpd/docman2/realm/http_virtual_host.conf
89 </pre>
90 More about <a href="new_directory_layout.html#realm">realms</a> can
91 be found elsewhere in documentation.
92
93 <br><b>Be sure to change</b> <tt>$gblRepositoryDir</tt> in
94 <tt>realm/http_virtual_host.conf</tt> to match your repository
95 directory (the one with user files and writable by web server).
96
97 <li>Make Apache Virtual Host configuration for hostname <i>http_virtual_host</i>
98 to point to <tt>/home/httpd/http_virtual_host</tt>.
99
100 <br>How to do that is beyond scope of this document. Please examine
101 <a href="http://httpd.apache.org/docs-project/">Apache documentation</a>.
102
103 <br>If you don't want to use virtual hosts for docman installation, your
104 realm will be called the same as ServerName.
105
106 <br>Add new DirectoryIndex entry to your Apache configuration file. If you
107 are using virtual hosts, add it there. If your
108 Apache has config files in <tt>/etc/httpd/conf/httpd.conf</tt> find a line
109 like
110 <pre>
111 DirectoryIndex index.html index.htm
112 </pre>
113 and add <tt>index.php</tt> at the end.
114 <pre>
115 DirectoryIndex index.html index.htm index.php
116 </pre>
117
118 <i>Hint!</i>
119
120 You might want to include something like:
121 <pre>
122 &lt;Directory /home/httpd/http_virtual_host&gt;
123 Options +FollowSymLinks
124 &lt;/Directory&gt;
125 </pre>
126 if you get error "Symbolic link not allowed" in Apache's <tt>error.log</tt>.
127
128 <li><i>if you don't want to users in SQL database</i>
129 Go to you web server <tt>http://http_virtual_host/</tt> and you should get
130 authorization request. If you want to add
131 <a href="trustee.html#anonymous">anonymous access</a> (without
132 login and password) skip to <a href="#trustee">trustee</a> section.
133
134 <br>Edit <tt>realm/http_virtual_host.htusers</tt> file to add users.
135 You can do that by calling <tt>adduser.pl</tt> script with name of
136 your htusers file like this:
137 <pre>
138 $ cd /home/httpd/docman2
139 $ ./adduser.pl realm/http_virtual_host.conf
140 </pre>
141 If you press just <i>enter</i> for password or enter <tt>auth_pop3</tt>
142 docman will use e-mail address to connect to pop3 server and check
143 password on it. For that e-mail address must be in following form:
144 <tt>pop3login@pop3server.mydomain</tt>
145
146 <br>E-mail addresses are also used for notification of changes in
147 repository, so if your pop3 account is not a valid e-mail address that
148 won't work for you.
149 <br>However, one of planned enhancements is e-mail notification to
150 addresses which are not from htusers file, so watch out.
151
152 <li> <i>alternative your users are in SQL database</i>
153 Change <tt>$gblUsers</tt>
154 in <tt>realm/http_virtual_host.conf</tt> to
155 <tt>$gblUsers = "htusers_sql";</tt>
156
157 <p><i>Since I will convert all code to use PEAR, you again have to
158 download php-dbi classes, because they are not included with docman
159 anymore. This feature is not tested in version 2.0. Look out!</i></p>
160
161 <br>Download php-dbi class from
162 <a href="http://pil.dk/downloads/">
163 http://pil.dk/downloads/dbi*.tar.gz</a> and
164 untar it in docman's directory
165 <pre>
166 cd /home/httpd/docman2
167 tar xvfz dbi.tar.gz
168 </pre>
169 Construct SQL query which returns login, full name, password and
170 email from your tables(s). If you don't have some of that data, replace
171 them with literal strings.
172 <blockquote>
173 e.g. If your table is called <tt>my_users</tt> with columns <tt>who</tt>
174 in which is login and column <tt>pw</tt> in which is plain text
175 password you can use following query to get requested format:
176 <br><tt>select who,'Auth user',pw,'nobody@com' from my_users</tt>
177 </blockquote>
178
179 Enter that SQL query under <tt>$dbi_sql</tt> in
180 <tt>realm/http_virtual_host.conf</tt>.
181
182 <br>Construct <tt>$dbi</tt> in <tt>realm/http_virtual_host.conf</tt>
183 in following format:
184 <pre>
185 $dbi = "driver:database:user:password"
186 </pre>
187
188 Field <i>driver</i> can be: <tt>pgsql</tt>, <tt>mysql</tt>, <tt>oracle</tt>
189 or <tt>odbc</tt> (or other if supported by current php-dbi), <i>database</i>
190 is name of database in which are your users and <i>user</i>/<i>password</i>
191 are credentials for user which connects to database.
192
193 <li> <i>alternative if you want to authorize users based on IP numbers,
194 client DNS names of HTTP Referrer header (URL from which they accessed
195 docman site)</i>
196 <br>Put <tt>$gblUsers = "htusers_header";</tt> in
197 <tt>realm/http_virtual_host.conf</tt> and use
198 following form in your <tt>realm/http_virtual_host.htusers</tt> file:
199 <pre>
200 REMOTE_ADDR=10.0.0.3:Full name:auth_header:e-mail@foo.bar
201 remote_hostname=myworkstation:Full name:auth_header:e-mail@foo.bar
202 http_referer=test.foo.bar:Full name:auth_header:e-mail@foo.bar
203 </pre>
204 Please note that you <b>have to</b> put <tt>auth_header</tt> in password
205 field and valid options in login field.
206 <br>Valid options for left side of equation (=) in login field are:
207 <tt>remote_addr</tt>, <tt>remote_hostname</tt> or <tt>http_referer</tt>.
208 Valid filed for right side are respective parameters for that option.
209
210 <li> <i>if you want some combination of above auth methods</i>
211 <br>Put in <tt>realm/http_virtual_host.conf</tt>:
212 <br><tt>$gblUsers = "htusers_union"</tt><br>
213 and uncomment which htusers auth modules you want to use and in which
214 order. It's enough for just one module to return success and user will
215 be allowed to login (so you can first check http_referer and then
216 htusers file if you want to).
217
218 <a name="trustee">
219 <li> <i>optional, but highly recommended</i>
220 Trustees are ACL implementation in docman. It's documented in
221 <a href="trustee.html">separate document</a>, and you should use it if your
222 users shouldn't have same right to all files under docman control, or
223 if you want to enable <a href="trustee.html#anonymous">anonymous
224 access</a> to repository.
225
226 <li> <i>optional</i> You can create file named <tt>.info.inc</tt> in
227 <tt>/home/httpd/repository</tt> directory for some kind of
228 <acronym title="message of the day">motd</acronym>
229 file. You can use html mark-up in it also!
230
231 <li> <i>optional</i>If you decided to use
232 <a href="admin.html#path_realm">script path as realm name</a>
233 correct all installation files according to
234 <a href="admin.html#path_realm_convert">this instructions</a>.
235
236 <li> if you want to <b>upload files which are bigger than 2Mb</b> increase
237 <tt>upload_max_filesize</tt> to more than 2Mb in <tt>php.ini</tt>.
238 If you still get errors on files bigger than 8Mb increase
239 <tt>post_max_size</tt> also.
240
241 <li> <i>optional</i> Think about configuring your backup software so that
242 <tt>/home/httpd</tt> is backup ed automatically.
243
244 <li> <i>optional</i> You can use document manager behind secure http
245 server (<tt>https</tt>) simply by installing it. For information take a
246 look at <a href="http://www.modssl.org">http://www.modssl.org</a>
247 if you are using Apache 1.x or examine configuration options
248 for Apache 2.x.
249
250 <a name="gblSeparateAdminMessages">
251 <li> <i>optional, after you are sure that configuration if correct</i>
252 You can separate administrative messages from errors which are
253 reported to users using
254 <tt>$gblSeparateAdminMessages = 1</tt>
255 in <tt>realm/http_virtual_host.conf</tt>. Error messages for you
256 will go to Apache Error log, and (if you also setup
257 <tt>$gblMailAdminMessages = 1</tt> to ServerAdmin from
258 <tt>apache.conf</tt>).
259
260 </ol>
261
262 <p><b>You are ready to go.</b></p>
263
264 <p>
265 More info see: <a href="new_directory_layout.html">New Directory Layout</a>,
266 <a href="upgrade.html">How to Upgrade from v1.x</a>,
267 <a href="performance.html">Performance tips</a> and
268 <a href="admin.html">Administration manual</a>
269 </p>

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