/[docman2]/doc/install.html
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Revision 1.4 - (show annotations)
Sat Jul 27 22:26:32 2002 UTC (21 years, 9 months ago) by dpavlin
Branch: MAIN
Changes since 1.3: +16 -1 lines
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support for docman realm according to script path

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

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