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-<!-- <!DOCTYPE chapter PUBLIC "-//OASIS//DTD DocBook XML V4.1.2//EN"> -->
-<!-- $Id: installation.xml,v 1.155 2008/02/24 19:23:06 lpsolit%gmail.com Exp $ -->
-<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>
- As an alternative to following these instructions, you may wish to
- try Arne Schirmacher's unofficial and unsupported
- <ulink url="http://www.softwaretesting.de/article/view/33/1/8/">Bugzilla
- Installer</ulink>, which installs Bugzilla and all its prerequisites
- on Linux or Solaris systems.
- </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: <filename>perl -v</filename></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.com"/>.
- 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>From Bugzilla 2.20, support is included for using both the MySQL and
- PostgreSQL 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: <filename>mysql -V</filename></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 (Redhat Package), .deb (Debian Package), .exe
- (Windows Executable), or .msi (Microsoft 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: <filename>psql -V</filename></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 (Redhat Package), .deb (Debian Package), .exe
- (Windows Executable), or .msi (Microsoft Installer), make sure the
- PostgreSQL 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://&lt;your-machine&gt;/</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 &bzg-bugs;.
- </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>
- Download a Bugzilla tarball (or check it out from CVS) 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>
- There is a meta-module called Bundle::Bugzilla,
- which installs all the other
- modules with a single command. You should use this if you are running
- Perl 5.6.1 or above.
- </para>
-
- <para>
- The preferred way of installing Perl modules is via CPAN on Unix,
- or PPM on Windows (see <xref linkend="win32-perl-modules"/>). These
- instructions assume you are using CPAN; if for some reason you need
- to install the Perl modules manually, see
- <xref linkend="install-perlmodules-manual"/>.
- </para>
-
- <screen><prompt>bash#</prompt> perl -MCPAN -e 'install "&lt;modulename&gt;"'</screen>
-
- <para>
- If you using Bundle::Bugzilla, invoke the magic CPAN command on it.
- Otherwise, you need to work down the
- list of modules that <filename>checksetup.pl</filename> says are
- required, in the order given, invoking the command on each.
- </para>
-
- <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>&lt;packagename&gt;-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; or CGI &min-mp-cgi-ver; if using mod_perl
- </para>
- </listitem>
-
- <listitem>
- <para>
- Date::Format (&min-date-format-ver;)
- </para>
- </listitem>
-
- <listitem>
- <para>
- DBI (&min-dbi-ver;)
- </para>
- </listitem>
-
- <listitem>
- <para>
- <link linkend="install-modules-dbd-mysql">DBD::mysql</link>
- (&min-dbd-mysql-ver;) if using MySQL
- </para>
- </listitem>
-
- <listitem>
- <para>
- DBD::Pg (&min-dbd-pg-ver;) if using PostgreSQL
- </para>
- </listitem>
-
- <listitem>
- <para>
- File::Spec (&min-file-spec-ver;)
- </para>
- </listitem>
-
- <listitem>
- <para>
- <link linkend="install-modules-template">Template</link>
- (&min-template-ver;)
- </para>
- </listitem>
-
- <listitem>
- <para>
- Email::Send (&min-email-send-ver;)
- </para>
- </listitem>
-
- <listitem>
- <para>
- Email::MIME::Modifier (&min-email-mime-modifier-ver;)
- </para>
- </listitem>
- </orderedlist>
-
- Optional Perl modules:
- <orderedlist>
- <listitem>
- <para>
- <link linkend="install-modules-gd">GD</link>
- (&min-gd-ver;) for bug charting
- </para>
- </listitem>
-
- <listitem>
- <para>
- Template::Plugin::GD::Image
- (&min-gd-ver;) for Graphical Reports
- </para>
- </listitem>
-
- <listitem>
- <para>
- <link linkend="install-modules-chart-base">Chart::Base</link>
- (&min-chart-base-ver;) for bug charting
- </para>
- </listitem>
-
- <listitem>
- <para>
- <link linkend="install-modules-gd-graph">GD::Graph</link>
- (&min-gd-graph-ver;) for bug charting
- </para>
- </listitem>
-
- <listitem>
- <para>
- <link linkend="install-modules-gd-text">GD::Text</link>
- (&min-gd-text-ver;) for bug charting
- </para>
- </listitem>
-
- <listitem>
- <para>
- <link linkend="install-modules-xml-twig">XML::Twig</link>
- (&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>
- <link linkend="install-modules-patchreader">PatchReader</link>
- (&min-patchreader-ver;) for pretty HTML view of patches
- </para>
- </listitem>
-
- <listitem>
- <para>
- Image::Magick (&min-image-magick-ver;) for converting BMP image attachments to PNG
- </para>
- </listitem>
-
- <listitem>
- <para>
- Net::LDAP
- (&min-net-ldap-ver;) for LDAP Authentication
- </para>
- </listitem>
-
- <listitem>
- <para>
- Authen::Radius
- (&min-authen-radius-ver;) for RADIUS Authentication
- </para>
- </listitem>
-
- <listitem>
- <para>
- <link linkend="install-modules-soap-lite">SOAP::Lite</link>
- (&min-soap-lite-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::MIME::Attachment::Stripper
- (&min-email-mime-attachment-stripper-ver;) for Inbound Email
- </para>
- </listitem>
-
- <listitem>
- <para>
- Email::Reply
- (&min-email-reply-ver;) for Inbound Email
- </para>
- </listitem>
-
- <listitem>
- <para>
- mod_perl2
- (&min-mod_perl2-ver;) for mod_perl
- </para>
- </listitem>
-
- <listitem>
- <para>
- CGI
- (&min-cgi-ver;) for mod_perl
- </para>
- </listitem>
-
- </orderedlist>
- </para>
-
- <section id="install-modules-dbd-mysql">
- <title>DBD::mysql</title>
-
- <para>The installation process will ask you a few questions about the
- desired compilation target and your MySQL installation. For most of the
- questions the provided default will be adequate, but when asked if your
- desired target is the MySQL or mSQL packages, you should
- select the MySQL-related ones. Later you will be asked if you wish to
- provide backwards compatibility with the older MySQL packages; you
- should answer YES to this question. The default is NO.</para>
-
- <para>A host of 'localhost' should be fine. A testing user of 'test',
- with a null password, should have sufficient access to run
- tests on the 'test' database which MySQL creates upon installation.
- </para>
- </section>
-
- <section id="install-modules-template">
- <title>Template Toolkit (&min-template-ver;)</title>
-
- <para>When you install Template Toolkit, you'll get asked various
- questions about features to enable. The defaults are fine, except
- that it is recommended you use the high speed XS Stash of the Template
- Toolkit, in order to achieve best performance.
- </para>
- </section>
-
- <section id="install-modules-gd">
- <title>GD (&min-gd-ver;)</title>
-
- <para>The GD module is only required if you want graphical reports.
- </para>
-
- <note>
- <para>The Perl GD module requires some other libraries that may or
- may not be installed on your system, including
- <classname>libpng</classname>
- and
- <classname>libgd</classname>.
- The full requirements are listed in the Perl GD module README.
- If compiling GD fails, it's probably because you're
- missing a required library.</para>
- </note>
-
- <tip>
- <para>The version of the GD module you need is very closely tied
- to the <classname>libgd</classname> version installed on your system.
- If you have a version 1.x of <classname>libgd</classname> the 2.x
- versions of the GD module won't work for you.
- </para>
- </tip>
- </section>
-
- <section id="install-modules-chart-base">
- <title>Chart::Base (&min-chart-base-ver;)</title>
-
- <para>The Chart::Base module is only required if you want graphical
- reports.
- Note that earlier versions that 0.99c used GIFs, which are no longer
- supported by the latest versions of GD.</para>
- </section>
-
- <section id="install-modules-gd-graph">
- <title>GD::Graph (&min-gd-graph-ver;)</title>
-
- <para>The GD::Graph module is only required if you want graphical
- reports.
- </para>
- </section>
-
- <section id="install-modules-gd-text">
- <title>GD::Text (&min-gd-text-ver;)</title>
-
- <para>The GD::Text module is only required if you want graphical
- reports.
- </para>
- </section>
-
- <section id="install-modules-xml-twig">
- <title>XML::Twig (&min-xml-twig-ver;)</title>
-
- <para>The XML::Twig module is only required if you want to import
- XML bugs using the <filename>importxml.pl</filename>
- script. This is required to use Bugzilla's "move bugs" feature;
- you may also want to use it for migrating from another bug database.
- </para>
- </section>
-
- <section id="install-modules-soap-lite">
- <title>SOAP::Lite (&min-soap-lite-ver;)</title>
- <para>Installing SOAP::Lite enables your Bugzilla installation to be
- accessible at a standardized Web Service interface (SOAP/XML-RPC)
- by third-party applications via HTTP(S).
- </para>
- </section>
-
- <section id="install-modules-patchreader">
- <title>PatchReader (&min-patchreader-ver;)</title>
-
- <para>The PatchReader module is only required if you want to use
- Patch Viewer, a
- Bugzilla feature to show code patches in your web browser in a more
- readable form.
- </para>
- </section>
- </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>
-
- <para>Bugzilla also requires a more up-to-date version of the CGI
- perl module to be installed, version &min-mp-cgi-ver; as opposed to &min-cgi-ver;
- </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 value you
- <emphasis>need</emphasis> to change is $db_pass, the password for
- the user you will create for your database. Pick a strong
- password (for simplicity, it should not contain single quote
- characters) and put it here.
- </para>
-
- <para>
- You may need to change the value of
- <emphasis>webservergroup</emphasis> if your web server does not
- run in the "apache" group. On Debian, for example, Apache runs in
- the "www-data" group. If you are going to run Bugzilla on a
- machine where you do not have root access (such as on a shared web
- hosting account), you will need to leave
- <emphasis>webservergroup</emphasis> empty, ignoring the warnings
- that <filename>checksetup.pl</filename> will subsequently display
- every time it is run.
- </para>
-
- <caution>
- <para>
- If you are using suexec, you should use your own primary group
- for <emphasis>webservergroup</emphasis> rather than leaving it
- empty, and see the additional directions in the suexec section
- <xref linkend="suexec" />.
- </para>
- </caution>
-
- <para>
- The other options in the <filename>localconfig</filename> file
- are documented by their accompanying comments. If you have a slightly
- non-standard MySQL setup, you may wish to change one or more of
- the other "$db_*" parameters.
- </para>
-
- <para>
- You may also wish to change the names of
- the priorities, severities, operating systems and platforms for your
- installation. However, you can always change these after installation
- has finished; if you then re-run <filename>checksetup.pl</filename>,
- the changes will get picked up.
- </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"/>) and
- PostgreSQL (<xref linkend="postgresql"/>) 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 very insecure.
- <xref linkend="security-mysql"/> has some good information for
- improving your installation's security.
- </para>
- </caution>
-
- <section id="install-setupdatabase">
- <title>Allow large attachments</title>
-
- <para>
- By default, MySQL will only accept packets up to 64Kb in size.
- If you want to have attachments larger than this, you will need
- to modify your <filename>/etc/my.cnf</filename> as below.
- </para>
-
- <screen> [mysqld]
- # Allow packets up to 1M
- max_allowed_packet=1M</screen>
-
- <para>
- There is also a parameter in Bugzilla called 'maxattachmentsize'
- (default = 1000 Kb) that controls the maximum allowable attachment
- size. Attachments larger than <emphasis>either</emphasis> the
- 'max_allowed_packet' or 'maxattachmentsize' value will not be
- accepted by Bugzilla.
- </para>
-
- <note>
- <para>
- This does not affect Big Files, attachments that are stored directly
- on disk instead of in the database. Their maximum size is
- controlled using the 'maxlocalattachment' parameter.
- </para>
- </note>
- </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>$db_pass</replaceable> password you
- set in <filename>localconfig</filename> in
- <xref linkend="localconfig"/>.
- </para>
-
- <para>
- We use an SQL <command>GRANT</command> command to create
- a <quote>bugs</quote> user. This also restricts the
- <quote>bugs</quote>user to operations within a database
- called <quote>bugs</quote>, and only allows the account
- to connect from <quote>localhost</quote>. Modify it to
- reflect your setup if you will be connecting from another
- machine or as a different user.
- </para>
-
- <para>
- Run the <filename>mysql</filename> command-line client and enter:
- </para>
-
- <screen> <prompt>mysql&gt;</prompt> GRANT SELECT, INSERT,
- UPDATE, DELETE, INDEX, ALTER, CREATE, LOCK TABLES,
- CREATE TEMPORARY TABLES, DROP, REFERENCES ON bugs.*
- TO bugs@localhost IDENTIFIED BY '<replaceable>$db_pass</replaceable>';
- <prompt>mysql&gt;</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>$bugs_db</literal>
- with your Bugzilla database name (<emphasis>bugs</emphasis> by default):
- </para>
-
- <screen>
- <prompt>mysql&gt;</prompt> use <replaceable>$bugs_db</replaceable>
- <prompt>mysql&gt;</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 -dAP bugs</screen>
-
- <para>When asked for a password, provide the password which will be set as
- <replaceable>$db_pass</replaceable> in <filename>localconfig</filename>.
- The created user will have the ability to create databases and will not be
- able to create new users.</para>
- </section>
-
- <section>
- <title>Configure PostgreSQL</title>
-
- <para>Now, you will need to edit <filename>pg_hba.conf</filename> which is
- usually located in <filename>/var/lib/pgsql/data/</filename>. In this file,
- you will need to add a new line to it as follows:</para>
-
- <para>
- <computeroutput>host all bugs 127.0.0.1 255.255.255.255 md5</computeroutput>
- </para>
-
- <para>This means that for TCP/IP (host) connections, allow connections from
- '127.0.0.1' to 'all' databases on this server from the 'bugs' user, and use
- password authentication (md5) for that user.</para>
-
- <para>Now, you will need to restart PostgreSQL, but you will need to fully
- stop and start the server rather than just restarting due to the possibility
- of a change to <filename>postgresql.conf</filename>. After the server has
- restarted, you will need to edit <filename>localconfig</filename>, finding
- the <literal>$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>
-
- <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>&lt;Directory&gt;</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>
- &lt;Directory /var/www/html/bugzilla&gt;
- AddHandler cgi-script .cgi
- Options +Indexes +ExecCGI
- DirectoryIndex index.cgi
- AllowOverride Limit
- &lt;/Directory&gt;
- </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> if someone
- only types the directory name into the browser; and allows
- Bugzilla's <filename>.htaccess</filename> files to override
- 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>&lt;Directory /var/www/html/&gt;</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>
- </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>&lt;Directory&gt;</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 &lt;Directory&gt; 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 -I/var/www/html/bugzilla -I/var/www/html/bugzilla/lib -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://&lt;yourdomainname&gt;/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>
-&lt;full path to perl.exe &gt;\perl.exe -x&lt;full path to Bugzilla&gt; -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://&lt;your-bugzilla-server&gt;/</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 on the Edit Parameters page
- (see link in the footer) 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>
- This would also be a good time to revisit the
- <filename>localconfig</filename> file and make sure that the
- names of the priorities, severities, platforms and operating systems
- are those you wish to use when you start creating bugs. Remember
- to rerun <filename>checksetup.pl</filename> if you change it.
- </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 &lt;your-bugzilla-directory&gt; ; ./collectstats.pl</programlisting>
-
- <para>
- After two days have passed you'll be able to view bug graphs from
- the Reports page.
- </para>
-
- <para>
- When upgrading Bugzilla, this format may change.
- To create new status data, (re)move old data and run the following
- commands:
- </para>
-
- <screen>
- <prompt>bash$</prompt>
- <command>cd &lt;your-bugzilla-directory&gt;</command>
- <prompt>bash$</prompt>
- <command>./collectstats.pl --regenerate</command>
- </screen>
-
- <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 NEW or REOPENED 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 &lt;your-bugzilla-directory&gt; ; ./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 &lt;your-bugzilla-directory&gt; ; ./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>&lt;VirtualHost&gt;</computeroutput> section for your
- Bugzilla, or in the <computeroutput>&lt;Directory&gt;</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.&lt;PROJECT&gt;</filename> in the same location as
- the default one (<filename>localconfig</filename>). It also checks for
- customized templates in a directory named
- <filename>&lt;PROJECT&gt;</filename> in the same location as the
- default one (<filename>template/&lt;langcode&gt;</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>
-&lt;VirtualHost 212.85.153.228:80&gt;
- ServerName foo.bar.baz
- SetEnv PROJECT foo
- Alias /bugzilla /var/www/bugzilla
-&lt;/VirtualHost&gt;
-</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 &bzg-bugs;.
- </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="http://www.bugzilla.org/docs/win32install.html">
- 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
- 5.8.1 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&gt; <command>ppm install &lt;module name&gt;</command>
- </programlisting>
-
- <para>
- The best source for the Windows PPM modules needed for Bugzilla
- is probably the theory58S website, which you can add to your list
- of repositories as follows (for Perl 5.8.x):
- </para>
-
- <programlisting>
-<command>ppm repo add theory58S http://theoryx5.uwinnipeg.ca/ppms/</command>
- </programlisting>
-
- <para>
- If you are using Perl 5.10.x, you cannot use the same PPM modules as Perl
- 5.8.x as they are incompatible. In this case, you should add the following
- repository:
- </para>
- <programlisting>
-<command>ppm repo add theory58S http://cpan.uwinnipeg.ca/PPMPackages/10xx/</command>
- </programlisting>
-
- <note>
- <para>
- In versions prior to 5.8.8 build 819 of PPM the command is
- <programlisting>
-<command>ppm repository add theory58S http://theoryx5.uwinnipeg.ca/ppms/</command>
- </programlisting>
- </para>
- </note>
- <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-code-changes">
- <title>Code changes required to run on Win32</title>
-
- <para>
- Bugzilla on Win32 is supported out of the box from version 2.20; this
- means that no code changes are required to get Bugzilla running.
- </para>
-
- </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>
- If 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 to avoid having to modify
- the first line of every script to contain your path to Perl
- instead of <filename>/usr/bin/perl</filename>. When setting
- <filename>ScriptInterpreterSource</filename>, do not forget
- to specify the <command>-T</command> flag to enable the taint
- mode. For example: <command>C:\Perl\bin\perl.exe -T</command>.
- </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.</para>
-
- <para>As of version 2.20, Bugzilla will be able to find the fake
- sendmail executable without any assistance. However, you will have
- to turn on the sendmailnow parameter before you do anything that would
- result in email being sent. For more information, see the description
- of the sendmailnow parameter in <xref linkend="parameters"/>.</para>
-
- </section>
-
- <section id="macosx-libraries">
- <title>Libraries &amp; 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 DarwinPorts (<ulink url="http://darwinports.com/"/>)
- 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 DarwinPorts 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 DarwinPorts 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' <co id="macosx-look"/>
-# perl Makefile.PL EXPATLIBPATH=/sw/lib EXPATINCPATH=/sw/include
-# make; make test; make install <co id="macosx-make"/>
-# exit <co id="macosx-exit"/>
- </screen>
- <calloutlist>
- <callout arearefs="macosx-look macosx-exit">
- <para>The look command will download the module and spawn a
- new shell with the extracted files as the current working directory.
- The exit command will return you to your original shell.
- </para>
- </callout>
- <callout arearefs="macosx-make">
- <para>You should watch the output from these make commands,
- especially <quote>make test</quote> as errors may prevent
- XML::Parser from functioning correctly with Bugzilla.
- </para>
- </callout>
- </calloutlist>
- </section>
- </section>
-
- <section id="os-linux">
- <title>Linux Distributions</title>
- <para>Many Linux distributions include Bugzilla and its
- dependencies in their native package management systems.
- Installing Bugzilla with root access on any Linux 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
- 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="http://wiki.mozilla.org/Bugzilla:Linux_Distro_Installation">
- 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$</prompt>
- <command>safe_mysql &amp;</command>
- </screen>
- <para>After you start mysqld the first time, you then connect to
- it as "root" and <command>GRANT</command> permissions to other
- users. (Again, the MySQL root account has nothing to do with
- the *NIX root account.)</para>
-
- <note>
- <para>You will need to start the daemons yourself. You can either
- ask your system administrator to add them to system startup files, or
- add a crontab entry that runs a script to check on these daemons
- and restart them if needed.</para>
- </note>
-
- <warning>
- <para>Do NOT run daemons or other services on a server without first
- consulting your system administrator! Daemons use up system resources
- and running one may be in violation of your terms of service for any
- machine on which you are a user!</para>
- </warning>
- </section>
- </section>
-
- </section>
-
- <section>
- <title>Perl</title>
-
- <para>
- On the extremely rare chance that you don't have Perl on
- the machine, you will have to build the sources
- yourself. The following commands should get your system
- installed with your own personal version of Perl:
- </para>
-
- <screen>
- <prompt>bash$</prompt>
- <command>wget http://perl.com/CPAN/src/stable.tar.gz</command>
- <prompt>bash$</prompt>
- <command>tar zvxf stable.tar.gz</command>
- <prompt>bash$</prompt>
- <command>cd perl-5.8.1</command> (or whatever the version of Perl is called)
- <prompt>bash$</prompt>
- <command>sh Configure -de -Dprefix=/home/foo/perl</command>
- <prompt>bash$</prompt>
- <command>make &amp;&amp; make test &amp;&amp; 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="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>
-
-</chapter>
-
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