diff options
| author | Gervase Markham <gerv@gerv.net> | 2014-01-17 11:15:14 +0100 |
|---|---|---|
| committer | Gervase Markham <gerv@mozilla.org> | 2014-01-17 11:15:14 +0100 |
| commit | 4105a4885d093295c71dd5d08e160b3e6cc7ee0f (patch) | |
| tree | 317a067c7ca5d1556ba9208f358403cb996b48b2 /docs/en/xml/installation.xml | |
| parent | 22c96de30e07d73456cb336896f9c483f8790b8d (diff) | |
| download | bugzilla-4105a4885d093295c71dd5d08e160b3e6cc7ee0f.tar.gz bugzilla-4105a4885d093295c71dd5d08e160b3e6cc7ee0f.tar.xz | |
Bug 912064 - convert docs to ReStructured Text (.rst) format. r,a=justdave.
Diffstat (limited to 'docs/en/xml/installation.xml')
| -rw-r--r-- | docs/en/xml/installation.xml | 2453 |
1 files changed, 0 insertions, 2453 deletions
diff --git a/docs/en/xml/installation.xml b/docs/en/xml/installation.xml deleted file mode 100644 index d68133fb7..000000000 --- a/docs/en/xml/installation.xml +++ /dev/null @@ -1,2453 +0,0 @@ -<?xml version="1.0"?> -<!-- This Source Code Form is subject to the terms of the Mozilla Public - License, v. 2.0. If a copy of the MPL was not distributed with this - file, You can obtain one at http://mozilla.org/MPL/2.0/. - - This Source Code Form is "Incompatible With Secondary Licenses", as - defined by the Mozilla Public License, v. 2.0. ---> -<!DOCTYPE chapter PUBLIC "-//OASIS//DTD DocBook XML V4.2//EN" - "http://www.oasis-open.org/docbook/xml/4.2/docbookx.dtd" [ - <!ENTITY % myents SYSTEM "bugzilla.ent"> - %myents; -]> - -<chapter id="installing-bugzilla"> - <title>Installing Bugzilla</title> - - <section id="installation"> - <title>Installation</title> - - <note> - <para>If you just want to <emphasis>use</emphasis> Bugzilla, - you do not need to install it. None of this chapter is relevant to - you. Ask your Bugzilla administrator for the URL to access it from - your web browser. - </para> - </note> - - <para>The Bugzilla server software is usually installed on Linux or - Solaris. - If you are installing on another OS, check <xref linkend="os-specific"/> - before you start your installation to see if there are any special - instructions. - </para> - - <para>This guide assumes that you have administrative access to the - Bugzilla machine. It not possible to - install and run Bugzilla itself without administrative access except - in the very unlikely event that every single prerequisite is - already installed. - </para> - - <warning> - <para>The installation process may make your machine insecure for - short periods of time. Make sure there is a firewall between you - and the Internet. - </para> - </warning> - - <para> - You are strongly recommended to make a backup of your system - before installing Bugzilla (and at regular intervals thereafter :-). - </para> - - <para>In outline, the installation proceeds as follows: - </para> - - <procedure> - <step> - <para><link linkend="install-perl">Install Perl</link> - (&min-perl-ver; or above) - </para> - </step> - <step> - <para><link linkend="install-database">Install a Database Engine</link> - </para> - </step> - <step> - <para><link linkend="install-webserver">Install a Webserver</link> - </para> - </step> - <step> - <para><link linkend="install-bzfiles">Install Bugzilla</link> - </para> - </step> - <step> - <para><link linkend="install-perlmodules">Install Perl modules</link> - </para> - </step> - <step> - <para> - <link linkend="install-MTA">Install a Mail Transfer Agent</link> - (Sendmail 8.7 or above, or an MTA that is Sendmail-compatible with at least this version) - </para> - </step> - <step> - <para>Configure all of the above. - </para> - </step> - </procedure> - - <section id="install-perl"> - <title>Perl</title> - - <para>Installed Version Test: <programlisting>perl -v</programlisting></para> - - <para>Any machine that doesn't have Perl on it is a sad machine indeed. - If you don't have it and your OS doesn't provide official packages, - visit <ulink url="http://www.perl.org"/>. - Although Bugzilla runs with Perl &min-perl-ver;, - it's a good idea to be using the latest stable version. - </para> - </section> - - <section id="install-database"> - <title>Database Engine</title> - - <para> - Bugzilla supports MySQL, PostgreSQL and Oracle as database servers. - You only require one of these systems to make use of Bugzilla. - </para> - - <section id="install-mysql"> - <title>MySQL</title> - <para>Installed Version Test: <programlisting>mysql -V</programlisting></para> - - <para> - If you don't have it and your OS doesn't provide official packages, - visit <ulink url="http://www.mysql.com"/>. You need MySQL version - &min-mysql-ver; or higher. - </para> - - <note> - <para> Many of the binary - versions of MySQL store their data files in - <filename class="directory">/var</filename>. - On some Unix systems, this is part of a smaller root partition, - and may not have room for your bug database. To change the data - directory, you have to build MySQL from source yourself, and - set it as an option to <filename>configure</filename>.</para> - </note> - - <para>If you install from something other than a packaging/installation - system, such as .rpm (RPM Package Manager), .deb (Debian Package), .exe - (Windows Executable), or .msi (Windows Installer), make sure the MySQL - server is started when the machine boots. - </para> - </section> - - <section id="install-pg"> - <title>PostgreSQL</title> - <para>Installed Version Test: <programlisting>psql -V</programlisting></para> - - <para> - If you don't have it and your OS doesn't provide official packages, - visit <ulink url="http://www.postgresql.org/"/>. You need PostgreSQL - version &min-pg-ver; or higher. - </para> - - <para>If you install from something other than a packaging/installation - system, such as .rpm (RPM Package Manager), .deb (Debian Package), .exe - (Windows Executable), or .msi (Windows Installer), make sure the - PostgreSQL server is started when the machine boots. - </para> - </section> - - <section id="install-oracle"> - <title>Oracle</title> - <para> - Installed Version Test: <programlisting>select * from v$version</programlisting> - (you first have to log in into your DB) - </para> - - <para> - If you don't have it and your OS doesn't provide official packages, - visit <ulink url="http://www.oracle.com/"/>. You need Oracle - version &min-oracle-ver; or higher. - </para> - - <para> - If you install from something other than a packaging/installation - system, such as .rpm (RPM Package Manager), .deb (Debian Package), .exe - (Windows Executable), or .msi (Windows Installer), make sure the - Oracle server is started when the machine boots. - </para> - </section> - </section> - - <section id="install-webserver"> - <title>Web Server</title> - - <para>Installed Version Test: view the default welcome page at - http://<your-machine>/</para> - - <para> - You have freedom of choice here, pretty much any web server that - is capable of running <glossterm linkend="gloss-cgi">CGI</glossterm> - scripts will work. - However, we strongly recommend using the Apache web server - (either 1.3.x or 2.x), and the installation instructions usually assume - you are using it. If you have got Bugzilla working using another web server, - please share your experiences with us by filing a bug in - <ulink url="&bzg-bugs;">Bugzilla Documentation</ulink>. - </para> - - <para> - If you don't have Apache and your OS doesn't provide official packages, - visit <ulink url="http://httpd.apache.org/"/>. - </para> - - </section> - - <section id="install-bzfiles"> - <title>Bugzilla</title> - - <para> - <ulink url="http://www.bugzilla.org/download/">Download a Bugzilla tarball</ulink> - (or <ulink url="https://wiki.mozilla.org/Bugzilla:Bzr">check it out from Bzr</ulink>) - and place it in a suitable directory, accessible by the default web server user - (probably <quote>apache</quote> or <quote>www</quote>). - Good locations are either directly in the web server's document directories or - in <filename>/usr/local</filename> with a symbolic link to the web server's - document directories or an alias in the web server's configuration. - </para> - - <caution> - <para>The default Bugzilla distribution is NOT designed to be placed - in a <filename class="directory">cgi-bin</filename> directory. This - includes any directory which is configured using the - <option>ScriptAlias</option> directive of Apache. - </para> - </caution> - - <para>Once all the files are in a web accessible directory, make that - directory writable by your web server's user. This is a temporary step - until you run the - <filename>checksetup.pl</filename> - script, which locks down your installation.</para> - </section> - - <section id="install-perlmodules"> - <title>Perl Modules</title> - - <para>Bugzilla's installation process is based - on a script called <filename>checksetup.pl</filename>. - The first thing it checks is whether you have appropriate - versions of all the required - Perl modules. The aim of this section is to pass this check. - When it passes, proceed to <xref linkend="configuration"/>. - </para> - - <para> - At this point, you need to <filename>su</filename> to root. You should - remain as root until the end of the install. To check you have the - required modules, run: - </para> - - <screen><prompt>bash#</prompt> ./checksetup.pl --check-modules</screen> - - <para> - <filename>checksetup.pl</filename> will print out a list of the - required and optional Perl modules, together with the versions - (if any) installed on your machine. - The list of required modules is reasonably long; however, you - may already have several of them installed. - </para> - - <para> - The preferred way to install missing Perl modules is to use the package - manager provided by your operating system (e.g <quote>rpm</quote> or - <quote>yum</quote> on Linux distros, or <quote>ppm</quote> on Windows - if using ActivePerl, see <xref linkend="win32-perl-modules"/>). - If some Perl modules are still missing or are too old, then we recommend - using the <filename>install-module.pl</filename> script (doesn't work - with ActivePerl on Windows). If for some reason you really need to - install the Perl modules manually, see - <xref linkend="install-perlmodules-manual"/>. For instance, on Unix, - you invoke <filename>install-module.pl</filename> as follows: - </para> - - <screen><prompt>bash#</prompt> perl install-module.pl <modulename></screen> - - <tip> - <para>Many people complain that Perl modules will not install for - them. Most times, the error messages complain that they are missing a - file in - <quote>@INC</quote>. - Virtually every time, this error is due to permissions being set too - restrictively for you to compile Perl modules or not having the - necessary Perl development libraries installed on your system. - Consult your local UNIX systems administrator for help solving these - permissions issues; if you - <emphasis>are</emphasis> - the local UNIX sysadmin, please consult the newsgroup/mailing list - for further assistance or hire someone to help you out.</para> - </tip> - - <note> - <para>If you are using a package-based system, and attempting to install the - Perl modules from CPAN, you may need to install the "development" packages for - MySQL and GD before attempting to install the related Perl modules. The names of - these packages will vary depending on the specific distribution you are using, - but are often called <filename><packagename>-devel</filename>.</para> - </note> - - <para> - Here is a complete list of modules and their minimum versions. - Some modules have special installation notes, which follow. - </para> - - <para>Required Perl modules: - <orderedlist> - - <listitem> - <para> - CGI (&min-cgi-ver;) - </para> - </listitem> - - <listitem> - <para> - Date::Format (&min-date-format-ver;) - </para> - </listitem> - - <listitem> - <para> - DateTime (&min-datetime-ver;) - </para> - </listitem> - - <listitem> - <para> - DateTime::TimeZone (&min-datetime-timezone-ver;) - </para> - </listitem> - - <listitem> - <para> - DBI (&min-dbi-ver;) - </para> - </listitem> - - <listitem> - <para> - DBD::mysql (&min-dbd-mysql-ver;) if using MySQL - </para> - </listitem> - - <listitem> - <para> - DBD::Pg (&min-dbd-pg-ver;) if using PostgreSQL - </para> - </listitem> - - <listitem> - <para> - DBD::Oracle (&min-dbd-oracle-ver;) if using Oracle - </para> - </listitem> - - <listitem> - <para> - Digest::SHA (&min-digest-sha-ver;) - </para> - </listitem> - - <listitem> - <para> - Email::Send (&min-email-send-ver;) - </para> - </listitem> - - <listitem> - <para> - Email::MIME (&min-email-mime-ver;) - </para> - </listitem> - - <listitem> - <para> - Template (&min-template-ver;) - </para> - </listitem> - - <listitem> - <para> - URI (&min-uri-ver;) - </para> - </listitem> - </orderedlist> - - Optional Perl modules: - <orderedlist> - <listitem> - <para> - GD (&min-gd-ver;) for bug charting - </para> - </listitem> - - <listitem> - <para> - Template::Plugin::GD::Image - (&min-template-plugin-gd-image-ver;) for Graphical Reports - </para> - </listitem> - - <listitem> - <para> - Chart::Lines (&min-chart-lines-ver;) for bug charting - </para> - </listitem> - - <listitem> - <para> - GD::Graph (&min-gd-graph-ver;) for bug charting - </para> - </listitem> - - <listitem> - <para> - GD::Text (&min-gd-text-ver;) for bug charting - </para> - </listitem> - - <listitem> - <para> - XML::Twig (&min-xml-twig-ver;) for bug import/export - </para> - </listitem> - - <listitem> - <para> - MIME::Parser (&min-mime-parser-ver;) for bug import/export - </para> - </listitem> - - <listitem> - <para> - LWP::UserAgent - (&min-lwp-useragent-ver;) for Automatic Update Notifications - </para> - </listitem> - - <listitem> - <para> - PatchReader (&min-patchreader-ver;) for pretty HTML view of patches - </para> - </listitem> - - <listitem> - <para> - Net::LDAP - (&min-net-ldap-ver;) for LDAP Authentication - </para> - </listitem> - - <listitem> - <para> - Authen::SASL - (&min-authen-sasl-ver;) for SASL Authentication - </para> - </listitem> - - <listitem> - <para> - Authen::Radius - (&min-authen-radius-ver;) for RADIUS Authentication - </para> - </listitem> - - <listitem> - <para> - SOAP::Lite (&min-soap-lite-ver;) for the web service interface - </para> - </listitem> - - <listitem> - <para> - JSON::RPC - (&min-json-rpc-ver;) for the JSON-RPC interface - </para> - </listitem> - - <listitem> - <para> - Test::Taint - (&min-test-taint-ver;) for the web service interface - </para> - </listitem> - - <listitem> - <para> - HTML::Parser - (&min-html-parser-ver;) for More HTML in Product/Group Descriptions - </para> - </listitem> - - <listitem> - <para> - HTML::Scrubber - (&min-html-scrubber-ver;) for More HTML in Product/Group Descriptions - </para> - </listitem> - - <listitem> - <para> - Email::Reply - (&min-email-reply-ver;) for Inbound Email - </para> - </listitem> - - <listitem> - <para> - TheSchwartz - (&min-theschwartz-ver;) for Mail Queueing - </para> - </listitem> - - <listitem> - <para> - Daemon::Generic - (&min-daemon-generic-ver;) for Mail Queueing - </para> - </listitem> - - <listitem> - <para> - mod_perl2 - (&min-mod_perl2-ver;) for mod_perl - </para> - </listitem> - </orderedlist> - </para> - </section> - - <section id="install-MTA"> - <title>Mail Transfer Agent (MTA)</title> - - <para> - Bugzilla is dependent on the availability of an e-mail system for its - user authentication and for other tasks. - </para> - - <note> - <para> - This is not entirely true. It is possible to completely disable - email sending, or to have Bugzilla store email messages in a - file instead of sending them. However, this is mainly intended - for testing, as disabling or diverting email on a production - machine would mean that users could miss important events (such - as bug changes or the creation of new accounts). - </para> - - <para> - For more information, see the <quote>mail_delivery_method</quote> parameter - in <xref linkend="parameters" />. - </para> - </note> - - <para> - On Linux, any Sendmail-compatible MTA (Mail Transfer Agent) will - suffice. Sendmail, Postfix, qmail and Exim are examples of common - MTAs. Sendmail is the original Unix MTA, but the others are easier to - configure, and therefore many people replace Sendmail with Postfix or - Exim. They are drop-in replacements, so Bugzilla will not - distinguish between them. - </para> - - <para> - If you are using Sendmail, version 8.7 or higher is required. - If you are using a Sendmail-compatible MTA, it must be congruent with - at least version 8.7 of Sendmail. - </para> - - <para> - Consult the manual for the specific MTA you choose for detailed - installation instructions. Each of these programs will have their own - configuration files where you must configure certain parameters to - ensure that the mail is delivered properly. They are implemented - as services, and you should ensure that the MTA is in the auto-start - list of services for the machine. - </para> - - <para> - If a simple mail sent with the command-line 'mail' program - succeeds, then Bugzilla should also be fine. - </para> - - </section> - <section id="using-mod_perl-with-bugzilla"> - <title>Installing Bugzilla on mod_perl</title> - <para>It is now possible to run the Bugzilla software under <literal>mod_perl</literal> on - Apache. <literal>mod_perl</literal> has some additional requirements to that of running - Bugzilla under <literal>mod_cgi</literal> (the standard and previous way).</para> - - <para>Bugzilla requires <literal>mod_perl</literal> to be installed, which can be - obtained from <ulink url="http://perl.apache.org"/> - Bugzilla requires - version &min-mod_perl2-ver; (AKA 2.0.0-RC5) to be installed.</para> - </section> - </section> - - <section id="configuration"> - <title>Configuration</title> - - <warning> - <para> - Poorly-configured MySQL and Bugzilla installations have - given attackers full access to systems in the past. Please take the - security parts of these guidelines seriously, even for Bugzilla - machines hidden away behind your firewall. Be certain to read - <xref linkend="security"/> for some important security tips. - </para> - </warning> - - <section id="localconfig"> - <title>localconfig</title> - - <para> - You should now run <filename>checksetup.pl</filename> again, this time - without the <literal>--check-modules</literal> switch. - </para> - <screen><prompt>bash#</prompt> ./checksetup.pl</screen> - <para> - This time, <filename>checksetup.pl</filename> should tell you that all - the correct modules are installed and will display a message about, and - write out a file called, <filename>localconfig</filename>. This file - contains the default settings for a number of Bugzilla parameters. - </para> - - <para> - Load this file in your editor. The only two values you - <emphasis>need</emphasis> to change are $db_driver and $db_pass, - respectively the type of the database and the password for - the user you will create for your database. Pick a strong - password (for simplicity, it should not contain single quote - characters) and put it here. $db_driver can be either 'mysql', - 'Pg', 'Oracle' or 'Sqlite'. - </para> - - <note> - <para> - In Oracle, <literal>$db_name</literal> should actually be - the SID name of your database (e.g. "XE" if you are using Oracle XE). - </para> - </note> - - <para> - You may need to change the value of - <emphasis>webservergroup</emphasis> if your web server does not - run in the "apache" group. On Debian, for example, Apache runs in - the "www-data" group. If you are going to run Bugzilla on a - machine where you do not have root access (such as on a shared web - hosting account), you will need to leave - <emphasis>webservergroup</emphasis> empty, ignoring the warnings - that <filename>checksetup.pl</filename> will subsequently display - every time it is run. - </para> - - <caution> - <para> - If you are using suexec, you should use your own primary group - for <emphasis>webservergroup</emphasis> rather than leaving it - empty, and see the additional directions in the suexec section - <xref linkend="suexec" />. - </para> - </caution> - - <para> - The other options in the <filename>localconfig</filename> file - are documented by their accompanying comments. If you have a slightly - non-standard database setup, you may wish to change one or more of - the other "$db_*" parameters. - </para> - </section> - - <section id="database-engine"> - <title>Database Server</title> - <para> - This section deals with configuring your database server for use - with Bugzilla. Currently, MySQL (<xref linkend="mysql"/>), - PostgreSQL (<xref linkend="postgresql"/>), Oracle (<xref linkend="oracle"/>) - and SQLite (<xref linkend="sqlite"/>) are available. - </para> - - <section id="database-schema"> - <title>Bugzilla Database Schema</title> - - <para> - The Bugzilla database schema is available at - <ulink url="http://www.ravenbrook.com/project/p4dti/tool/cgi/bugzilla-schema/">Ravenbrook</ulink>. - This very valuable tool can generate a written description of - the Bugzilla database schema for any version of Bugzilla. It - can also generate a diff between two versions to help someone - see what has changed. - </para> - </section> - - <section id="mysql"> - <title>MySQL</title> - - <caution> - <para> - MySQL's default configuration is insecure. - We highly recommend to run <filename>mysql_secure_installation</filename> - on Linux or the MySQL installer on Windows, and follow the instructions. - Important points to note are: - <orderedlist> - <listitem> - <para>Be sure that the root account has a secure password set.</para> - </listitem> - <listitem> - <para>Do not create an anonymous account, and if it exists, say "yes" - to remove it.</para> - </listitem> - <listitem> - <para>If your web server and MySQL server are on the same machine, - you should disable the network access.</para> - </listitem> - </orderedlist> - </para> - </caution> - - <section id="mysql-max-allowed-packet"> - <title>Allow large attachments and many comments</title> - - <para>By default, MySQL will only allow you to insert things - into the database that are smaller than 1MB. Attachments - may be larger than this. Also, Bugzilla combines all comments - on a single bug into one field for full-text searching, and the - combination of all comments on a single bug could in some cases - be larger than 1MB.</para> - - <para>To change MySQL's default, you need to edit your MySQL - configuration file, which is usually <filename>/etc/my.cnf</filename> - on Linux. We recommend that you allow at least 4MB packets by - adding the "max_allowed_packet" parameter to your MySQL - configuration in the "[mysqld]" section, like this:</para> - - <screen>[mysqld] -# Allow packets up to 4MB -max_allowed_packet=4M - </screen> - </section> - - <section> - <title>Allow small words in full-text indexes</title> - - <para>By default, words must be at least four characters in length - in order to be indexed by MySQL's full-text indexes. This causes - a lot of Bugzilla specific words to be missed, including "cc", - "ftp" and "uri".</para> - - <para>MySQL can be configured to index those words by setting the - ft_min_word_len param to the minimum size of the words to index. - This can be done by modifying the <filename>/etc/my.cnf</filename> - according to the example below:</para> - - <screen>[mysqld] -# Allow small words in full-text indexes -ft_min_word_len=2</screen> - - <para>Rebuilding the indexes can be done based on documentation found at - <ulink url="http://www.mysql.com/doc/en/Fulltext_Fine-tuning.html"/>. - </para> - </section> - - <section id="install-setupdatabase-adduser"> - <title>Add a user to MySQL</title> - - <para> - You need to add a new MySQL user for Bugzilla to use. - (It's not safe to have Bugzilla use the MySQL root account.) - The following instructions assume the defaults in - <filename>localconfig</filename>; if you changed those, - you need to modify the SQL command appropriately. You will - need the <replaceable>$db_pass</replaceable> password you - set in <filename>localconfig</filename> in - <xref linkend="localconfig"/>. - </para> - - <para> - We use an SQL <command>GRANT</command> command to create - a <quote>bugs</quote> user. This also restricts the - <quote>bugs</quote>user to operations within a database - called <quote>bugs</quote>, and only allows the account - to connect from <quote>localhost</quote>. Modify it to - reflect your setup if you will be connecting from another - machine or as a different user. - </para> - - <para> - Run the <filename>mysql</filename> command-line client and enter: - </para> - - <screen> -<prompt>mysql></prompt> GRANT SELECT, INSERT, - UPDATE, DELETE, INDEX, ALTER, CREATE, LOCK TABLES, - CREATE TEMPORARY TABLES, DROP, REFERENCES ON bugs.* - TO bugs@localhost IDENTIFIED BY '<replaceable>$db_pass</replaceable>'; -<prompt>mysql></prompt> FLUSH PRIVILEGES; - </screen> - </section> - - <section> - <title>Permit attachments table to grow beyond 4GB</title> - - <para> - By default, MySQL will limit the size of a table to 4GB. - This limit is present even if the underlying filesystem - has no such limit. To set a higher limit, follow these - instructions. - </para> - - <para> - After you have completed the rest of the installation (or at least the - database setup parts), you should run the <filename>MySQL</filename> - command-line client and enter the following, replacing <literal>$bugs_db</literal> - with your Bugzilla database name (<emphasis>bugs</emphasis> by default): - </para> - - <screen> -<prompt>mysql></prompt> use <replaceable>$bugs_db</replaceable> -<prompt>mysql></prompt> ALTER TABLE attachments - AVG_ROW_LENGTH=1000000, MAX_ROWS=20000; - </screen> - - <para> - The above command will change the limit to 20GB. Mysql will have - to make a temporary copy of your entire table to do this. Ideally, - you should do this when your attachments table is still small. - </para> - - <note> - <para> - This does not affect Big Files, attachments that are stored directly - on disk instead of in the database. - </para> - </note> - </section> - </section> - - <section id="postgresql"> - <title>PostgreSQL</title> - <section> - <title>Add a User to PostgreSQL</title> - - <para>You need to add a new user to PostgreSQL for the Bugzilla - application to use when accessing the database. The following instructions - assume the defaults in <filename>localconfig</filename>; if you - changed those, you need to modify the commands appropriately. You will - need the <replaceable>$db_pass</replaceable> password you - set in <filename>localconfig</filename> in - <xref linkend="localconfig"/>.</para> - - <para>On most systems, to create the user in PostgreSQL, you will need to - login as the root user, and then</para> - - <screen><prompt>bash#</prompt> su - postgres</screen> - - <para>As the postgres user, you then need to create a new user: </para> - - <screen><prompt>bash$</prompt> createuser -U postgres -dRSP bugs</screen> - - <para>When asked for a password, provide the password which will be set as - <replaceable>$db_pass</replaceable> in <filename>localconfig</filename>. - The created user will not be a superuser (-S) and will not be able to create - new users (-R). He will only have the ability to create databases (-d).</para> - </section> - - <section> - <title>Configure PostgreSQL</title> - - <para>Now, you will need to edit <filename>pg_hba.conf</filename> which is - usually located in <filename>/var/lib/pgsql/data/</filename>. In this file, - you will need to add a new line to it as follows:</para> - - <para> - <computeroutput>host all bugs 127.0.0.1 255.255.255.255 md5</computeroutput> - </para> - - <para>This means that for TCP/IP (host) connections, allow connections from - '127.0.0.1' to 'all' databases on this server from the 'bugs' user, and use - password authentication (md5) for that user.</para> - - <para>Now, you will need to restart PostgreSQL, but you will need to fully - stop and start the server rather than just restarting due to the possibility - of a change to <filename>postgresql.conf</filename>. After the server has - restarted, you will need to edit <filename>localconfig</filename>, finding - the <literal>$db_driver</literal> variable and setting it to - <literal>Pg</literal> and changing the password in <literal>$db_pass</literal> - to the one you picked previously, while setting up the account.</para> - </section> - </section> - - <section id="oracle"> - <title>Oracle</title> - <section> - <title>Create a New Tablespace</title> - - <para> - You can use the existing tablespace or create a new one for Bugzilla. - To create a new tablespace, run the following command: - </para> - - <programlisting> -CREATE TABLESPACE bugs -DATAFILE '<replaceable>$path_to_datafile</replaceable>' SIZE 500M -AUTOEXTEND ON NEXT 30M MAXSIZE UNLIMITED - </programlisting> - - <para> - Here, the name of the tablespace is 'bugs', but you can - choose another name. <replaceable>$path_to_datafile</replaceable> is - the path to the file containing your database, for instance - <filename>/u01/oradata/bugzilla.dbf</filename>. - The initial size of the database file is set in this example to 500 Mb, - with an increment of 30 Mb everytime we reach the size limit of the file. - </para> - </section> - - <section> - <title>Add a User to Oracle</title> - - <para> - The user name and password must match what you set in - <filename>localconfig</filename> (<literal>$db_user</literal> - and <literal>$db_pass</literal>, respectively). Here, we assume that - the user name is 'bugs' and the tablespace name is the same - as above. - </para> - - <programlisting> -CREATE USER bugs -IDENTIFIED BY "<replaceable>$db_pass</replaceable>" -DEFAULT TABLESPACE bugs -TEMPORARY TABLESPACE TEMP -PROFILE DEFAULT; --- GRANT/REVOKE ROLE PRIVILEGES -GRANT CONNECT TO bugs; -GRANT RESOURCE TO bugs; --- GRANT/REVOKE SYSTEM PRIVILEGES -GRANT UNLIMITED TABLESPACE TO bugs; -GRANT EXECUTE ON CTXSYS.CTX_DDL TO bugs; - </programlisting> - </section> - - <section> - <title>Configure the Web Server</title> - - <para> - If you use Apache, append these lines to <filename>httpd.conf</filename> - to set ORACLE_HOME and LD_LIBRARY_PATH. For instance: - </para> - - <programlisting> -SetEnv ORACLE_HOME /u01/app/oracle/product/10.2.0/ -SetEnv LD_LIBRARY_PATH /u01/app/oracle/product/10.2.0/lib/ - </programlisting> - - <para> - When this is done, restart your web server. - </para> - </section> - </section> - - <section id="sqlite"> - <title>SQLite</title> - - <caution> - <para> - Due to SQLite's <ulink url="http://sqlite.org/faq.html#q5">concurrency - limitations</ulink> we recommend SQLite only for small and development - Bugzilla installations. - </para> - </caution> - - <para> - No special configuration is required to run Bugzilla on SQLite. - The database will be stored in <filename>data/db/$db_name</filename>, - where <literal>$db_name</literal> is the database name defined - in <filename>localconfig</filename>. - </para> - </section> - </section> - - <section> - <title>checksetup.pl</title> - - <para> - Next, rerun <filename>checksetup.pl</filename>. It reconfirms - that all the modules are present, and notices the altered - localconfig file, which it assumes you have edited to your - satisfaction. It compiles the UI templates, - connects to the database using the 'bugs' - user you created and the password you defined, and creates the - 'bugs' database and the tables therein. - </para> - - <para> - After that, it asks for details of an administrator account. Bugzilla - can have multiple administrators - you can create more later - but - it needs one to start off with. - Enter the email address of an administrator, his or her full name, - and a suitable Bugzilla password. - </para> - - <para> - <filename>checksetup.pl</filename> will then finish. You may rerun - <filename>checksetup.pl</filename> at any time if you wish. - </para> - </section> - - - <section id="http"> - <title>Web server</title> - <para> - Configure your web server according to the instructions in the - appropriate section. (If it makes a difference in your choice, - the Bugzilla Team recommends Apache.) To check whether your web server - is correctly configured, try to access <filename>testagent.cgi</filename> - from your web server. If "OK" is displayed, then your configuration - is successful. Regardless of which web server - you are using, however, ensure that sensitive information is - not remotely available by properly applying the access controls in - <xref linkend="security-webserver-access"/>. You can run - <filename>testserver.pl</filename> to check if your web server serves - Bugzilla files as expected. - </para> - - <section id="http-apache"> - <title>Bugzilla using Apache</title> - <para>You have two options for running Bugzilla under Apache - - <link linkend="http-apache-mod_cgi">mod_cgi</link> (the default) and - <link linkend="http-apache-mod_perl">mod_perl</link> (new in Bugzilla - 2.23) - </para> - <section id="http-apache-mod_cgi"> - <title>Apache <productname>httpd</productname> with mod_cgi</title> - - <para> - To configure your Apache web server to work with Bugzilla while using - mod_cgi, do the following: - </para> - - <procedure> - <step> - <para> - Load <filename>httpd.conf</filename> in your editor. - In Fedora and Red Hat Linux, this file is found in - <filename class="directory">/etc/httpd/conf</filename>. - </para> - </step> - - <step> - <para> - Apache uses <computeroutput><Directory></computeroutput> - directives to permit fine-grained permission setting. Add the - following lines to a directive that applies to the location - of your Bugzilla installation. (If such a section does not - exist, you'll want to add one.) In this example, Bugzilla has - been installed at - <filename class="directory">/var/www/html/bugzilla</filename>. - </para> - - <programlisting> -<Directory /var/www/html/bugzilla> -AddHandler cgi-script .cgi -Options +ExecCGI -DirectoryIndex index.cgi index.html -AllowOverride Limit FileInfo Indexes Options -</Directory> - </programlisting> - - <para> - These instructions: allow apache to run .cgi files found - within the bugzilla directory; instructs the server to look - for a file called <filename>index.cgi</filename> or, if not - found, <filename>index.html</filename> if someone - only types the directory name into the browser; and allows - Bugzilla's <filename>.htaccess</filename> files to override - some global permissions. - </para> - - <note> - <para> - It is possible to make these changes globally, or to the - directive controlling Bugzilla's parent directory (e.g. - <computeroutput><Directory /var/www/html/></computeroutput>). - Such changes would also apply to the Bugzilla directory... - but they would also apply to many other places where they - may or may not be appropriate. In most cases, including - this one, it is better to be as restrictive as possible - when granting extra access. - </para> - </note> - - <note> - <para> - On Windows, you may have to also add the - <computeroutput>ScriptInterpreterSource Registry-Strict</computeroutput> - line, see <link linkend="win32-http">Windows specific notes</link>. - </para> - </note> - </step> - - <step> - <para> - <filename>checksetup.pl</filename> can set tighter permissions - on Bugzilla's files and directories if it knows what group the - web server runs as. Find the <computeroutput>Group</computeroutput> - line in <filename>httpd.conf</filename>, place the value found - there in the <replaceable>$webservergroup</replaceable> variable - in <filename>localconfig</filename>, then rerun - <filename>checksetup.pl</filename>. - </para> - </step> - - <step> - <para> - Optional: If Bugzilla does not actually reside in the webspace - directory, but instead has been symbolically linked there, you - will need to add the following to the - <computeroutput>Options</computeroutput> line of the Bugzilla - <computeroutput><Directory></computeroutput> directive - (the same one as in the step above): - </para> - - <programlisting>+FollowSymLinks</programlisting> - - <para> - Without this directive, Apache will not follow symbolic links - to places outside its own directory structure, and you will be - unable to run Bugzilla. - </para> - </step> - </procedure> - </section> - <section id="http-apache-mod_perl"> - <title>Apache <productname>httpd</productname> with mod_perl</title> - - <para>Some configuration is required to make Bugzilla work with Apache - and mod_perl</para> - - <procedure> - <step> - <para> - Load <filename>httpd.conf</filename> in your editor. - In Fedora and Red Hat Linux, this file is found in - <filename class="directory">/etc/httpd/conf</filename>. - </para> - </step> - - <step> - <para>Add the following information to your httpd.conf file, substituting - where appropriate with your own local paths.</para> - - <note> - <para>This should be used instead of the <Directory> block - shown above. This should also be above any other <literal>mod_perl</literal> - directives within the <filename>httpd.conf</filename> and must be specified - in the order as below.</para> - </note> - <warning> - <para>You should also ensure that you have disabled <literal>KeepAlive</literal> - support in your Apache install when utilizing Bugzilla under mod_perl</para> - </warning> - - <programlisting> -PerlSwitches -w -T -PerlConfigRequire /var/www/html/bugzilla/mod_perl.pl - </programlisting> - </step> - - <step> - <para> - <filename>checksetup.pl</filename> can set tighter permissions - on Bugzilla's files and directories if it knows what group the - web server runs as. Find the <computeroutput>Group</computeroutput> - line in <filename>httpd.conf</filename>, place the value found - there in the <replaceable>$webservergroup</replaceable> variable - in <filename>localconfig</filename>, then rerun - <filename>checksetup.pl</filename>. - </para> - </step> - </procedure> - - <para>On restarting Apache, Bugzilla should now be running within the - mod_perl environment. Please ensure you have run checksetup.pl to set - permissions before you restart Apache.</para> - - <note> - <para>Please bear the following points in mind when looking at using - Bugzilla under mod_perl: - <itemizedlist> - <listitem> - <para> - mod_perl support in Bugzilla can take up a HUGE amount of RAM. You could be - looking at 30MB per httpd child, easily. Basically, you just need a lot of RAM. - The more RAM you can get, the better. mod_perl is basically trading RAM for - speed. At least 2GB total system RAM is recommended for running Bugzilla under - mod_perl. - </para> - </listitem> - <listitem> - <para> - Under mod_perl, you have to restart Apache if you make any manual change to - any Bugzilla file. You can't just reload--you have to actually - <emphasis>restart</emphasis> the server (as in make sure it stops and starts - again). You <emphasis>can</emphasis> change localconfig and the params file - manually, if you want, because those are re-read every time you load a page. - </para> - </listitem> - <listitem> - <para> - You must run in Apache's Prefork MPM (this is the default). The Worker MPM - may not work--we haven't tested Bugzilla's mod_perl support under threads. - (And, in fact, we're fairly sure it <emphasis>won't</emphasis> work.) - </para> - </listitem> - <listitem> - <para> - Bugzilla generally expects to be the only mod_perl application running on - your entire server. It may or may not work if there are other applications also - running under mod_perl. It does try its best to play nice with other mod_perl - applications, but it still may have conflicts. - </para> - </listitem> - <listitem> - <para> - It is recommended that you have one Bugzilla instance running under mod_perl - on your server. Bugzilla has not been tested with more than one instance running. - </para> - </listitem> - </itemizedlist> - </para> - </note> - </section> - </section> - - <section id="http-iis"> - <title>Microsoft <productname>Internet Information Services</productname></title> - - <para> - If you are running Bugzilla on Windows and choose to use - Microsoft's <productname>Internet Information Services</productname> - or <productname>Personal Web Server</productname> you will need - to perform a number of other configuration steps as explained below. - You may also want to refer to the following Microsoft Knowledge - Base articles: - <ulink url="http://support.microsoft.com/default.aspx?scid=kb;en-us;245225">245225</ulink> - <quote>HOW TO: Configure and Test a PERL Script with IIS 4.0, - 5.0, and 5.1</quote> (for <productname>Internet Information - Services</productname>) and - <ulink url="http://support.microsoft.com/default.aspx?scid=kb;en-us;231998">231998</ulink> - <quote>HOW TO: FP2000: How to Use Perl with Microsoft Personal Web - Server on Windows 95/98</quote> (for <productname>Personal Web - Server</productname>). - </para> - - <para> - You will need to create a virtual directory for the Bugzilla - install. Put the Bugzilla files in a directory that is named - something <emphasis>other</emphasis> than what you want your - end-users accessing. That is, if you want your users to access - your Bugzilla installation through - <quote>http://<yourdomainname>/Bugzilla</quote>, then do - <emphasis>not</emphasis> put your Bugzilla files in a directory - named <quote>Bugzilla</quote>. Instead, place them in a different - location, and then use the IIS Administration tool to create a - Virtual Directory named "Bugzilla" that acts as an alias for the - actual location of the files. When creating that virtual directory, - make sure you add the <quote>Execute (such as ISAPI applications or - CGI)</quote> access permission. - </para> - - <para> - You will also need to tell IIS how to handle Bugzilla's - .cgi files. Using the IIS Administration tool again, open up - the properties for the new virtual directory and select the - Configuration option to access the Script Mappings. Create an - entry mapping .cgi to: - </para> - - <programlisting> -<full path to perl.exe >\perl.exe -x<full path to Bugzilla> -wT "%s" %s - </programlisting> - - <para> - For example: - </para> - - <programlisting> -c:\perl\bin\perl.exe -xc:\bugzilla -wT "%s" %s - </programlisting> - - <note> - <para> - The ActiveState install may have already created an entry for - .pl files that is limited to <quote>GET,HEAD,POST</quote>. If - so, this mapping should be <emphasis>removed</emphasis> as - Bugzilla's .pl files are not designed to be run via a web server. - </para> - </note> - - <para> - IIS will also need to know that the index.cgi should be treated - as a default document. On the Documents tab page of the virtual - directory properties, you need to add index.cgi as a default - document type. If you wish, you may remove the other default - document types for this particular virtual directory, since Bugzilla - doesn't use any of them. - </para> - - <para> - Also, and this can't be stressed enough, make sure that files - such as <filename>localconfig</filename> and your - <filename class="directory">data</filename> directory are - secured as described in <xref linkend="security-webserver-access"/>. - </para> - - </section> - - </section> - - <section id="install-config-bugzilla"> - <title>Bugzilla</title> - - <para> - Your Bugzilla should now be working. Access - <filename>http://<your-bugzilla-server>/</filename> - - you should see the Bugzilla - front page. If not, consult the Troubleshooting section, - <xref linkend="troubleshooting"/>. - </para> - - <note> - <para> - The URL above may be incorrect if you installed Bugzilla into a - subdirectory or used a symbolic link from your web site root to - the Bugzilla directory. - </para> - </note> - - <para> - Log in with the administrator account you defined in the last - <filename>checksetup.pl</filename> run. You should go through - the Parameters page and see if there are any you wish to change. - They key parameters are documented in <xref linkend="parameters"/>; - you should certainly alter - <command>maintainer</command> and <command>urlbase</command>; - you may also want to alter - <command>cookiepath</command> or <command>requirelogin</command>. - </para> - - <para> - Bugzilla has several optional features which require extra - configuration. You can read about those in - <xref linkend="extraconfig"/>. - </para> - </section> - </section> - - <section id="extraconfig"> - <title>Optional Additional Configuration</title> - - <para> - Bugzilla has a number of optional features. This section describes how - to configure or enable them. - </para> - - <section> - <title>Bug Graphs</title> - - <para>If you have installed the necessary Perl modules you - can start collecting statistics for the nifty Bugzilla - graphs.</para> - - <screen><prompt>bash#</prompt> <command>crontab -e</command></screen> - - <para> - This should bring up the crontab file in your editor. - Add a cron entry like this to run - <filename>collectstats.pl</filename> - daily at 5 after midnight: - </para> - - <programlisting>5 0 * * * cd <your-bugzilla-directory> && ./collectstats.pl</programlisting> - - <para> - After two days have passed you'll be able to view bug graphs from - the Reports page. - </para> - - <note> - <para> - Windows does not have 'cron', but it does have the Task - Scheduler, which performs the same duties. There are also - third-party tools that can be used to implement cron, such as - <ulink url="http://www.nncron.ru/">nncron</ulink>. - </para> - </note> - </section> - - <section id="installation-whining-cron"> - <title>The Whining Cron</title> - - <para>What good are - bugs if they're not annoying? To help make them more so you - can set up Bugzilla's automatic whining system to complain at engineers - which leave their bugs in the CONFIRMED state without triaging them. - </para> - <para> - This can be done by adding the following command as a daily - crontab entry, in the same manner as explained above for bug - graphs. This example runs it at 12.55am. - </para> - - <programlisting>55 0 * * * cd <your-bugzilla-directory> && ./whineatnews.pl</programlisting> - - <note> - <para> - Windows does not have 'cron', but it does have the Task - Scheduler, which performs the same duties. There are also - third-party tools that can be used to implement cron, such as - <ulink url="http://www.nncron.ru/">nncron</ulink>. - </para> - </note> - </section> - - <section id="installation-whining"> - <title>Whining</title> - - <para> - As of Bugzilla 2.20, users can configure Bugzilla to regularly annoy - them at regular intervals, by having Bugzilla execute saved searches - at certain times and emailing the results to the user. This is known - as "Whining". The process of configuring Whining is described - in <xref linkend="whining"/>, but for it to work a Perl script must be - executed at regular intervals. - </para> - - <para> - This can be done by adding the following command as a daily - crontab entry, in the same manner as explained above for bug - graphs. This example runs it every 15 minutes. - </para> - - <programlisting>*/15 * * * * cd <your-bugzilla-directory> && ./whine.pl</programlisting> - - <note> - <para> - Whines can be executed as often as every 15 minutes, so if you specify - longer intervals between executions of whine.pl, some users may not - be whined at as often as they would expect. Depending on the person, - this can either be a very Good Thing or a very Bad Thing. - </para> - </note> - - <note> - <para> - Windows does not have 'cron', but it does have the Task - Scheduler, which performs the same duties. There are also - third-party tools that can be used to implement cron, such as - <ulink url="http://www.nncron.ru/">nncron</ulink>. - </para> - </note> - </section> - - <section id="apache-addtype"> - <title>Serving Alternate Formats with the right MIME type</title> - - <para> - Some Bugzilla pages have alternate formats, other than just plain - <acronym>HTML</acronym>. In particular, a few Bugzilla pages can - output their contents as either <acronym>XUL</acronym> (a special - Mozilla format, that looks like a program <acronym>GUI</acronym>) - or <acronym>RDF</acronym> (a type of structured <acronym>XML</acronym> - that can be read by various programs). - </para> - <para> - In order for your users to see these pages correctly, Apache must - send them with the right <acronym>MIME</acronym> type. To do this, - add the following lines to your Apache configuration, either in the - <computeroutput><VirtualHost></computeroutput> section for your - Bugzilla, or in the <computeroutput><Directory></computeroutput> - section for your Bugzilla: - </para> - <para> - <screen>AddType application/vnd.mozilla.xul+xml .xul -AddType application/rdf+xml .rdf</screen> - </para> - </section> - </section> - - <section id="multiple-bz-dbs"> - <title>Multiple Bugzilla databases with a single installation</title> - - <para>The previous instructions referred to a standard installation, with - one unique Bugzilla database. However, you may want to host several - distinct installations, without having several copies of the code. This is - possible by using the PROJECT environment variable. When accessed, - Bugzilla checks for the existence of this variable, and if present, uses - its value to check for an alternative configuration file named - <filename>localconfig.<PROJECT></filename> in the same location as - the default one (<filename>localconfig</filename>). It also checks for - customized templates in a directory named - <filename><PROJECT></filename> in the same location as the - default one (<filename>template/<langcode></filename>). By default - this is <filename>template/en/default</filename> so PROJECT's templates - would be located at <filename>template/en/PROJECT</filename>.</para> - - <para>To set up an alternate installation, just export PROJECT=foo before - running <command>checksetup.pl</command> for the first time. It will - result in a file called <filename>localconfig.foo</filename> instead of - <filename>localconfig</filename>. Edit this file as described above, with - reference to a new database, and re-run <command>checksetup.pl</command> - to populate it. That's all.</para> - - <para>Now you have to configure the web server to pass this environment - variable when accessed via an alternate URL, such as virtual host for - instance. The following is an example of how you could do it in Apache, - other Webservers may differ. -<programlisting> -<VirtualHost 212.85.153.228:80> - ServerName foo.bar.baz - SetEnv PROJECT foo - Alias /bugzilla /var/www/bugzilla -</VirtualHost> -</programlisting> - </para> - - <para>Don't forget to also export this variable before accessing Bugzilla - by other means, such as cron tasks for instance.</para> - </section> - - <section id="os-specific"> - <title>OS-Specific Installation Notes</title> - - <para>Many aspects of the Bugzilla installation can be affected by the - operating system you choose to install it on. Sometimes it can be made - easier and others more difficult. This section will attempt to help you - understand both the difficulties of running on specific operating systems - and the utilities available to make it easier. - </para> - - <para>If you have anything to add or notes for an operating system not covered, - please file a bug in <ulink url="&bzg-bugs;">Bugzilla Documentation</ulink>. - </para> - - <section id="os-win32"> - <title>Microsoft Windows</title> - <para> - Making Bugzilla work on Windows is more difficult than making it - work on Unix. For that reason, we still recommend doing so on a Unix - based system such as GNU/Linux. That said, if you do want to get - Bugzilla running on Windows, you will need to make the following - adjustments. A detailed step-by-step - <ulink url="https://wiki.mozilla.org/Bugzilla:Win32Install"> - installation guide for Windows</ulink> is also available - if you need more help with your installation. - </para> - - <section id="win32-perl"> - <title>Win32 Perl</title> - <para> - Perl for Windows can be obtained from - <ulink url="http://www.activestate.com/">ActiveState</ulink>. - You should be able to find a compiled binary at <ulink - url="http://aspn.activestate.com/ASPN/Downloads/ActivePerl/" />. - The following instructions assume that you are using version - &min-perl-ver; of ActiveState. - </para> - - <note> - <para> - These instructions are for 32-bit versions of Windows. If you are - using a 64-bit version of Windows, you will need to install 32-bit - Perl in order to install the 32-bit modules as described below. - </para> - </note> - - </section> - - <section id="win32-perl-modules"> - <title>Perl Modules on Win32</title> - - <para> - Bugzilla on Windows requires the same perl modules found in - <xref linkend="install-perlmodules"/>. The main difference is that - windows uses <glossterm linkend="gloss-ppm">PPM</glossterm> instead - of CPAN. ActiveState provides a GUI to manage Perl modules. We highly - recommend that you use it. If you prefer to use ppm from the - command-line, type: - </para> - - <programlisting> -C:\perl> <command>ppm install <module name></command> - </programlisting> - - <note> - <para> - The PPM repository stores modules in 'packages' that may have - a slightly different name than the module. If retrieving these - modules from there, you will need to pay attention to the information - provided when you run <command>checksetup.pl</command> as it will - tell you what package you'll need to install. - </para> - </note> - - <tip> - <para> - If you are behind a corporate firewall, you will need to let the - ActiveState PPM utility know how to get through it to access - the repositories by setting the HTTP_proxy system environmental - variable. For more information on setting that variable, see - the ActiveState documentation. - </para> - </tip> - </section> - - <section id="win32-http"> - <title>Serving the web pages</title> - - <para> - As is the case on Unix based systems, any web server should - be able to handle Bugzilla; however, the Bugzilla Team still - recommends Apache whenever asked. No matter what web server - you choose, be sure to pay attention to the security notes - in <xref linkend="security-webserver-access"/>. More - information on configuring specific web servers can be found - in <xref linkend="http"/>. - </para> - - <note> - <para> - The web server looks at <filename>/usr/bin/perl</filename> to - call Perl. If you are using Apache on windows, you can set the - <ulink url="http://httpd.apache.org/docs-2.0/mod/core.html#scriptinterpretersource">ScriptInterpreterSource</ulink> - directive in your Apache config file to make it look at the - right place: insert the line - <programlisting>ScriptInterpreterSource Registry-Strict</programlisting> - into your <filename>httpd.conf</filename> file, and create the key - <programlisting>HKEY_CLASSES_ROOT\.cgi\Shell\ExecCGI\Command</programlisting> - with <option>C:\Perl\bin\perl.exe -T</option> as value (adapt to your - path if needed) in the registry. When this is done, restart Apache. - </para> - </note> - - </section> - - <section id="win32-email"> - <title>Sending Email</title> - - <para> - To enable Bugzilla to send email on Windows, the server running the - Bugzilla code must be able to connect to, or act as, an SMTP server. - </para> - - </section> - </section> - - <section id="os-macosx"> - <title><productname>Mac OS X</productname></title> - - <para>Making Bugzilla work on Mac OS X requires the following - adjustments.</para> - - <section id="macosx-sendmail"> - <title>Sendmail</title> - - <para>In Mac OS X 10.3 and later, - <ulink url="http://www.postfix.org/">Postfix</ulink> - is used as the built-in email server. Postfix provides an executable - that mimics sendmail enough to fool Bugzilla, as long as Bugzilla can - find it. Bugzilla is able to find the fake sendmail executable without - any assistance.</para> - - </section> - - <section id="macosx-libraries"> - <title>Libraries & Perl Modules on Mac OS X</title> - - <para>Apple does not include the GD library with Mac OS X. Bugzilla - needs this for bug graphs.</para> - - <para>You can use MacPorts (<ulink url="http://www.macports.org/"/>) - or Fink (<ulink url="http://sourceforge.net/projects/fink/"/>), both - of which are similar in nature to the CPAN installer, but install - common unix programs.</para> - - <para>Follow the instructions for setting up MacPorts or Fink. - Once you have one installed, you'll want to use it to install the - <filename>gd2</filename> package. - </para> - - <para>Fink will prompt you for a number of dependencies, type 'y' and hit - enter to install all of the dependencies and then watch it work. You will - then be able to use <glossterm linkend="gloss-cpan">CPAN</glossterm> to - install the GD Perl module. - </para> - - <note> - <para>To prevent creating conflicts with the software that Apple - installs by default, Fink creates its own directory tree at - <filename class="directory">/sw</filename> where it installs most of - the software that it installs. This means your libraries and headers - will be at <filename class="directory">/sw/lib</filename> and - <filename class="directory">/sw/include</filename> instead of - <filename class="directory">/usr/lib</filename> and - <filename class="directory">/usr/include</filename>. When the - Perl module config script asks where your <filename>libgd</filename> - is, be sure to tell it - <filename class="directory">/sw/lib</filename>. - </para> - </note> - - <para>Also available via MacPorts and Fink is - <filename>expat</filename>. After installing the expat package, you - will be able to install XML::Parser using CPAN. If you use fink, there - is one caveat. Unlike recent versions of - the GD module, XML::Parser doesn't prompt for the location of the - required libraries. When using CPAN, you will need to use the following - command sequence: - </para> - - <screen> -# perl -MCPAN -e'look XML::Parser' -# perl Makefile.PL EXPATLIBPATH=/sw/lib EXPATINCPATH=/sw/include -# make; make test; make install -# exit - </screen> - <para> - The <command>look</command> command will download the module and spawn - a new shell with the extracted files as the current working directory. - </para> - <para> - You should watch the output from these <command>make</command> commands, - especially <quote>make test</quote> as errors may prevent - XML::Parser from functioning correctly with Bugzilla. - </para> - <para> - The <command>exit</command> command will return you to your original shell. - </para> - </section> - </section> - - <section id="os-linux"> - <title>Linux/BSD Distributions</title> - <para>Many Linux/BSD distributions include Bugzilla and its - dependencies in their native package management systems. - Installing Bugzilla with root access on any Linux/BSD system - should be as simple as finding the Bugzilla package in the - package management application and installing it using the - normal command syntax. Several distributions also perform - the proper web server configuration automatically on installation. - </para> - <para>Please consult the documentation of your Linux/BSD - distribution for instructions on how to install packages, - or for specific instructions on installing Bugzilla with - native package management tools. There is also a - <ulink url="https://wiki.mozilla.org/Bugzilla:Prerequisites"> - Bugzilla Wiki Page</ulink> for distro-specific installation - notes. - </para> - </section> - </section> - - - <section id="nonroot"> - <title>UNIX (non-root) Installation Notes</title> - - <section> - <title>Introduction</title> - - <para>If you are running a *NIX OS as non-root, either due - to lack of access (web hosts, for example) or for security - reasons, this will detail how to install Bugzilla on such - a setup. It is recommended that you read through the - <xref linkend="installation" /> - first to get an idea on the installation steps required. - (These notes will reference to steps in that guide.)</para> - - </section> - - <section> - <title>MySQL</title> - - <para>You may have MySQL installed as root. If you're - setting up an account with a web host, a MySQL account - needs to be set up for you. From there, you can create - the bugs account, or use the account given to you.</para> - - <warning> - <para>You may have problems trying to set up - <command>GRANT</command> permissions to the database. - If you're using a web host, chances are that you have a - separate database which is already locked down (or one big - database with limited/no access to the other areas), but you - may want to ask your system administrator what the security - settings are set to, and/or run the <command>GRANT</command> - command for you.</para> - - <para>Also, you will probably not be able to change the MySQL - root user password (for obvious reasons), so skip that - step.</para> - </warning> - - <section> - <title>Running MySQL as Non-Root</title> - <section> - <title>The Custom Configuration Method</title> - <para>Create a file .my.cnf in your - home directory (using /home/foo in this example) - as follows....</para> - <programlisting> -[mysqld] -datadir=/home/foo/mymysql -socket=/home/foo/mymysql/thesock -port=8081 - -[mysql] -socket=/home/foo/mymysql/thesock -port=8081 - -[mysql.server] -user=mysql -basedir=/var/lib - -[safe_mysqld] -err-log=/home/foo/mymysql/the.log -pid-file=/home/foo/mymysql/the.pid - </programlisting> - </section> - <section> - <title>The Custom Built Method</title> - - <para>You can install MySQL as a not-root, if you really need to. - Build it with PREFIX set to <filename class="directory">/home/foo/mysql</filename>, - or use pre-installed executables, specifying that you want - to put all of the data files in <filename class="directory">/home/foo/mysql/data</filename>. - If there is another MySQL server running on the system that you - do not own, use the -P option to specify a TCP port that is not - in use.</para> - </section> - - <section> - <title>Starting the Server</title> - <para>After your mysqld program is built and any .my.cnf file is - in place, you must initialize the databases (ONCE).</para> - <screen> -<prompt>bash$</prompt> <command>mysql_install_db</command> - </screen> - <para>Then start the daemon with</para> - <screen> -<prompt>bash$</prompt> <command>safe_mysql &</command> - </screen> - <para>After you start mysqld the first time, you then connect to - it as "root" and <command>GRANT</command> permissions to other - users. (Again, the MySQL root account has nothing to do with - the *NIX root account.)</para> - - <note> - <para>You will need to start the daemons yourself. You can either - ask your system administrator to add them to system startup files, or - add a crontab entry that runs a script to check on these daemons - and restart them if needed.</para> - </note> - - <warning> - <para>Do NOT run daemons or other services on a server without first - consulting your system administrator! Daemons use up system resources - and running one may be in violation of your terms of service for any - machine on which you are a user!</para> - </warning> - </section> - </section> - </section> - - <section> - <title>Perl</title> - - <para> - On the extremely rare chance that you don't have Perl on - the machine, you will have to build the sources - yourself. The following commands should get your system - installed with your own personal version of Perl: - </para> - - <screen> -<prompt>bash$</prompt> <command>wget http://perl.org/CPAN/src/stable.tar.gz</command> -<prompt>bash$</prompt> <command>tar zvxf stable.tar.gz</command> -<prompt>bash$</prompt> <command>cd perl-&min-perl-ver;</command> -<prompt>bash$</prompt> <command>sh Configure -de -Dprefix=/home/foo/perl</command> -<prompt>bash$</prompt> <command>make && make test && make install</command> - </screen> - - <para> - Once you have Perl installed into a directory (probably - in <filename class="directory">~/perl/bin</filename>), you will need to - install the Perl Modules, described below. - </para> - </section> - - <section id="install-perlmodules-nonroot"> - <title>Perl Modules</title> - - <para> - Installing the Perl modules as a non-root user is accomplished by - running the <filename>install-module.pl</filename> - script. For more details on this script, see - <ulink url="../html/api/install-module.html"><filename>install-module.pl</filename> - documentation</ulink> - </para> - </section> - - <section> - <title>HTTP Server</title> - - <para>Ideally, this also needs to be installed as root and - run under a special web server account. As long as - the web server will allow the running of *.cgi files outside of a - cgi-bin, and a way of denying web access to certain files (such as a - .htaccess file), you should be good in this department.</para> - - <section> - <title>Running Apache as Non-Root</title> - - <para>You can run Apache as a non-root user, but the port will need - to be set to one above 1024. If you type <command>httpd -V</command>, - you will get a list of the variables that your system copy of httpd - uses. One of those, namely HTTPD_ROOT, tells you where that - installation looks for its config information.</para> - - <para>From there, you can copy the config files to your own home - directory to start editing. When you edit those and then use the -d - option to override the HTTPD_ROOT compiled into the web server, you - get control of your own customized web server.</para> - - <note> - <para>You will need to start the daemons yourself. You can either - ask your system administrator to add them to system startup files, or - add a crontab entry that runs a script to check on these daemons - and restart them if needed.</para> - </note> - - <warning> - <para>Do NOT run daemons or other services on a server without first - consulting your system administrator! Daemons use up system resources - and running one may be in violation of your terms of service for any - machine on which you are a user!</para> - </warning> - </section> - </section> - - <section> - <title>Bugzilla</title> - - <para> - When you run <command>./checksetup.pl</command> to create - the <filename>localconfig</filename> file, it will list the Perl - modules it finds. If one is missing, go back and double-check the - module installation from <xref linkend="install-perlmodules-nonroot"/>, - then delete the <filename>localconfig</filename> file and try again. - </para> - - <warning> - <para>One option in <filename>localconfig</filename> you - might have problems with is the web server group. If you can't - successfully browse to the <filename>index.cgi</filename> (like - a Forbidden error), you may have to relax your permissions, - and blank out the web server group. Of course, this may pose - as a security risk. Having a properly jailed shell and/or - limited access to shell accounts may lessen the security risk, - but use at your own risk.</para> - </warning> - - <section id="suexec"> - <title>suexec or shared hosting</title> - - <para>If you are running on a system that uses suexec (most shared - hosting environments do this), you will need to set the - <emphasis>webservergroup</emphasis> value in <filename>localconfig</filename> - to match <emphasis>your</emphasis> primary group, rather than the one - the web server runs under. You will need to run the following - shell commands after running <command>./checksetup.pl</command>, - every time you run it (or modify <filename>checksetup.pl</filename> - to do them for you via the system() command). - <programlisting> -for i in docs graphs images js skins; do find $i -type d -exec chmod o+rx {} \; ; done -for i in jpg gif css js png html rdf xul; do find . -name \*.$i -exec chmod o+r {} \; ; done -find . -name .htaccess -exec chmod o+r {} \; -chmod o+x . data data/webdot - </programlisting> - Pay particular attention to the number of semicolons and dots. - They are all important. A future version of Bugzilla will - hopefully be able to do this for you out of the box.</para> - </section> - </section> - </section> - - - <section id="upgrade"> - <title>Upgrading to New Releases</title> - - <para>Upgrading to new Bugzilla releases is very simple. There is - a script named <filename>checksetup.pl</filename> included with - Bugzilla that will automatically do all of the database migration - for you.</para> - - <para>The following sections explain how to upgrade from one - version of Bugzilla to another. Whether you are upgrading - from one bug-fix version to another (such as 4.2 to 4.2.1) - or from one major version to another (such as from 4.0 to 4.2), - the instructions are always the same.</para> - - <note> - <para> - Any examples in the following sections are written as though the - user were updating to version 4.2.1, but the procedures are the - same no matter what version you're updating to. Also, in the - examples, the user's Bugzilla installation is found at - <filename>/var/www/html/bugzilla</filename>. If that is not the - same as the location of your Bugzilla installation, simply - substitute the proper paths where appropriate. - </para> - </note> - - <section id="upgrade-before"> - <title>Before You Upgrade</title> - - <para>Before you start your upgrade, there are a few important - steps to take:</para> - - <orderedlist> - <listitem> - <para> - Read the <ulink url="http://www.bugzilla.org/releases/">Release - Notes</ulink> of the version you're upgrading to, - particularly the "Notes for Upgraders" section. - </para> - </listitem> - - <listitem> - <para> - View the Sanity Check (<xref linkend="sanitycheck"/>) page - on your installation before upgrading. Attempt to fix all warnings - that the page produces before you go any further, or you may - experience problems during your upgrade. - </para> - </listitem> - - <listitem> - <para> - Shut down your Bugzilla installation by putting some HTML or - text in the shutdownhtml parameter - (see <xref linkend="parameters"/>). - </para> - </listitem> - - <listitem> - <para> - Make a backup of the Bugzilla database. - <emphasis>THIS IS VERY IMPORTANT</emphasis>. If - anything goes wrong during the upgrade, your installation - can be corrupted beyond recovery. Having a backup keeps you safe. - </para> - - <warning> - <para> - Upgrading is a one-way process. You cannot "downgrade" an - upgraded Bugzilla. If you wish to revert to the old Bugzilla - version for any reason, you will have to restore your database - from this backup. - </para> - </warning> - - <para>Here are some sample commands you could use to backup - your database, depending on what database system you're - using. You may have to modify these commands for your - particular setup.</para> - - <variablelist> - <varlistentry> - <term>MySQL:</term> - <listitem> - <para> - <command>mysqldump --opt -u bugs -p bugs > bugs.sql</command> - </para> - </listitem> - </varlistentry> - - <varlistentry> - <term>PostgreSQL:</term> - <listitem> - <para> - <command>pg_dump --no-privileges --no-owner -h localhost -U bugs - > bugs.sql</command> - </para> - </listitem> - </varlistentry> - </variablelist> - </listitem> - </orderedlist> - </section> - - <section id="upgrade-files"> - <title>Getting The New Bugzilla</title> - - <para>There are three ways to get the new version of Bugzilla. - We'll list them here briefly and then explain them - more later.</para> - - <variablelist> - <varlistentry> - <term>Bzr (<xref linkend="upgrade-bzr"/>)</term> - <listitem> - <para> - If you have <command>bzr</command> installed on your machine - and you have Internet access, this is the easiest way to - upgrade, particularly if you have made modifications - to the code or templates of Bugzilla. - </para> - </listitem> - </varlistentry> - - <varlistentry> - <term>Download the tarball (<xref linkend="upgrade-tarball"/>)</term> - <listitem> - <para> - This is a very simple way to upgrade, and good if you - haven't made many (or any) modifications to the code or - templates of your Bugzilla. - </para> - </listitem> - </varlistentry> - - <varlistentry> - <term>Patches (<xref linkend="upgrade-patches"/>)</term> - <listitem> - <para> - If you have made modifications to your Bugzilla, and - you don't have Internet access or you don't want to use - bzr, then this is the best way to upgrade. - </para> - - <para> - You can only do minor upgrades (such as 4.2 to 4.2.1 or - 4.2.1 to 4.2.2) with patches. - </para> - </listitem> - </varlistentry> - </variablelist> - - <section id="upgrade-modified"> - <title>If you have modified your Bugzilla</title> - - <para> - If you have modified the code or templates of your Bugzilla, - then upgrading requires a bit more thought and effort. - A discussion of the various methods of updating compared with - degree and methods of local customization can be found in - <xref linkend="template-method"/>. - </para> - - <para> - The larger the jump you are trying to make, the more difficult it - is going to be to upgrade if you have made local customizations. - Upgrading from 4.2 to 4.2.1 should be fairly painless even if - you are heavily customized, but going from 2.18 to 4.2 is going - to mean a fair bit of work re-writing your local changes to use - the new files, logic, templates, etc. If you have done no local - changes at all, however, then upgrading should be approximately - the same amount of work regardless of how long it has been since - your version was released. - </para> - </section> - - <section id="upgrade-bzr"> - <title>Upgrading using Bzr</title> - - <para> - This requires that you have bzr installed (most Unix machines do), - and requires that you are able to access - <ulink url="http://bzr.mozilla.org/bugzilla/">bzr.mozilla.org</ulink>, - which may not be an option if you don't have Internet access. - </para> - - <para> - The following shows the sequence of commands needed to update a - Bugzilla installation via Bzr, and a typical series of results. - These commands assume that you already have Bugzilla installed - using Bzr. - </para> - - <warning> - <para> - If your installation is still using CVS, you must first convert - it to Bzr. A very detailed step by step documentation can be - found on <ulink url="https://wiki.mozilla.org/Bugzilla:Moving_From_CVS_To_Bazaar">wiki.mozilla.org</ulink>. - </para> - </warning> - - <programlisting> -bash$ <command>cd /var/www/html/bugzilla</command> -bash$ <command>bzr switch 4.2</command> (only run this command when not yet running 4.2) -bash$ <command>bzr up -r tag:bugzilla-4.2.1</command> -+N extensions/MoreBugUrl/ -+N extensions/MoreBugUrl/Config.pm -+N extensions/MoreBugUrl/Extension.pm -... - M Bugzilla/Attachment.pm - M Bugzilla/Attachment/PatchReader.pm - M Bugzilla/Bug.pm -... -All changes applied successfully. - </programlisting> - - <caution> - <para> - If a line in the output from <command>bzr up</command> mentions - a conflict, then that represents a file with local changes that - Bzr was unable to properly merge. You need to resolve these - conflicts manually before Bugzilla (or at least the portion using - that file) will be usable. - </para> - </caution> - </section> - - <section id="upgrade-tarball"> - <title>Upgrading using the tarball</title> - - <para> - If you are unable (or unwilling) to use Bzr, another option that's - always available is to obtain the latest tarball from the <ulink - url="http://www.bugzilla.org/download/">Download Page</ulink> and - create a new Bugzilla installation from that. - </para> - - <para> - This sequence of commands shows how to get the tarball from the - command-line; it is also possible to download it from the site - directly in a web browser. If you go that route, save the file - to the <filename class="directory">/var/www/html</filename> - directory (or its equivalent, if you use something else) and - omit the first three lines of the example. - </para> - - <programlisting> -bash$ <command>cd /var/www/html</command> -bash$ <command>wget http://ftp.mozilla.org/pub/mozilla.org/webtools/bugzilla-4.2.1.tar.gz</command> -<emphasis>(Output omitted)</emphasis> -bash$ <command>tar xzvf bugzilla-4.2.1.tar.gz</command> -bugzilla-4.2.1/ -bugzilla-4.2.1/colchange.cgi -<emphasis>(Output truncated)</emphasis> -bash$ <command>cd bugzilla-4.2.1</command> -bash$ <command>cp ../bugzilla/localconfig* .</command> -bash$ <command>cp -r ../bugzilla/data .</command> -bash$ <command>cd ..</command> -bash$ <command>mv bugzilla bugzilla.old</command> -bash$ <command>mv bugzilla-4.2.1 bugzilla</command> - </programlisting> - - <warning> - <para> - The <command>cp</command> commands both end with periods which - is a very important detail--it means that the destination - directory is the current working directory. - </para> - </warning> - - <caution> - <para> - If you have some extensions installed, you will have to copy them - to the new bugzilla directory too. Extensions are located in - <filename>bugzilla/extensions/</filename>. Only copy those you - installed, not those managed by the Bugzilla team. - </para> - </caution> - - <para> - This upgrade method will give you a clean install of Bugzilla. - That's fine if you don't have any local customizations that you - want to maintain. If you do have customizations, then you will - need to reapply them by hand to the appropriate files. - </para> - </section> - - <section id="upgrade-patches"> - <title>Upgrading using patches</title> - - <para> - A patch is a collection of all the bug fixes that have been made - since the last bug-fix release. - </para> - - <para> - If you are doing a bug-fix upgrade—that is, one where only the - last number of the revision changes, such as from 4.2 to - 4.2.1—then you have the option of obtaining and applying a - patch file from the <ulink - url="http://www.bugzilla.org/download/">Download Page</ulink>. - </para> - - <para> - As above, this example starts with obtaining the file via the - command line. If you have already downloaded it, you can omit the - first two commands. - </para> - - <programlisting> -bash$ <command>cd /var/www/html/bugzilla</command> -bash$ <command>wget http://ftp.mozilla.org/pub/mozilla.org/webtools/bugzilla-4.2-to-4.2.1.diff.gz</command> -<emphasis>(Output omitted)</emphasis> -bash$ <command>gunzip bugzilla-4.2-to-4.2.1.diff.gz</command> -bash$ <command>patch -p1 < bugzilla-4.2-to-4.2.1.diff</command> -patching file Bugzilla/Constants.pm -patching file enter_bug.cgi -<emphasis>(etc.)</emphasis> - </programlisting> - - <warning> - <para> - Be aware that upgrading from a patch file does not change the - entries in your <filename class="directory">.bzr</filename> directory. - This could make it more difficult to upgrade using Bzr - (<xref linkend="upgrade-bzr"/>) in the future. - </para> - </warning> - - </section> - </section> - - <section id="upgrade-completion"> - <title>Completing Your Upgrade</title> - - <para> - Now that you have the new Bugzilla code, there are a few final - steps to complete your upgrade. - </para> - - <orderedlist> - <listitem> - <para> - If your new Bugzilla installation is in a different - directory or on a different machine than your old Bugzilla - installation, make sure that you have copied the - <filename>data</filename> directory and the - <filename>localconfig</filename> file from your old Bugzilla - installation. (If you followed the tarball instructions - above, this has already happened.) - </para> - </listitem> - - <listitem> - <para> - If this is a major update, check that the configuration - (<xref linkend="configuration"/>) for your new Bugzilla is - up-to-date. Sometimes the configuration requirements change - between major versions. - </para> - </listitem> - - <listitem> - <para> - If you didn't do it as part of the above configuration step, - now you need to run <command>checksetup.pl</command>, which - will do everything required to convert your existing database - and settings for the new version: - </para> - - <programlisting> -bash$ <command>cd /var/www/html/bugzilla</command> -bash$ <command>./checksetup.pl</command> - </programlisting> - - <warning> - <para> - The period at the beginning of the command - <command>./checksetup.pl</command> is important and cannot - be omitted. - </para> - </warning> - - <caution> - <para> - If this is a major upgrade (say, 3.6 to 4.2 or similar), - running <command>checksetup.pl</command> on a large - installation (75,000 or more bugs) can take a long time, - possibly several hours. - </para> - </caution> - </listitem> - - <listitem> - <para> - Clear any HTML or text that you put into the shutdownhtml - parameter, to re-activate Bugzilla. - </para> - </listitem> - - <listitem> - <para> - View the Sanity Check (<xref linkend="sanitycheck"/>) page in your - upgraded Bugzilla. - </para> - <para> - It is recommended that, if possible, you fix any problems - you see, immediately. Failure to do this may mean that Bugzilla - will not work correctly. Be aware that if the sanity check page - contains more errors after an upgrade, it doesn't necessarily - mean there are more errors in your database than there were - before, as additional tests are added to the sanity check over - time, and it is possible that those errors weren't being - checked for in the old version. - </para> - </listitem> - </orderedlist> - - </section> - - <section id="upgrade-notifications"> - <title>Automatic Notifications of New Releases</title> - - <para> - Bugzilla 3.0 introduced the ability to automatically notify - administrators when new releases are available, based on the - <literal>upgrade_notification</literal> parameter, see - <xref linkend="parameters"/>. Administrators will see these - notifications when they access the <filename>index.cgi</filename> - page, i.e. generally when logging in. Bugzilla will check once per - day for new releases, unless the parameter is set to - <quote>disabled</quote>. If you are behind a proxy, you may have to set - the <literal>proxy_url</literal> parameter accordingly. If the proxy - requires authentication, use the - <literal>http://user:pass@proxy_url/</literal> syntax. - </para> - </section> - </section> - -</chapter> - -<!-- Keep this comment at the end of the file -Local variables: -mode: sgml -sgml-always-quote-attributes:t -sgml-auto-insert-required-elements:t -sgml-balanced-tag-edit:t -sgml-exposed-tags:nil -sgml-general-insert-case:lower -sgml-indent-data:t -sgml-indent-step:2 -sgml-local-catalogs:nil -sgml-local-ecat-files:nil -sgml-minimize-attributes:nil -sgml-namecase-general:t -sgml-omittag:t -sgml-parent-document:("Bugzilla-Guide.xml" "book" "chapter") -sgml-shorttag:t -sgml-tag-region-if-active:t -End: ---> |