From 20811e277e61cd29ae1edc97a6c62bc1a03f442b Mon Sep 17 00:00:00 2001 From: "barnboy%trilobyte.net" <> Date: Sat, 11 Aug 2001 05:26:38 +0000 Subject: Compiled HTML/TXT check-in. For some reason, it keeps thinking my darn dbschema.jpg file is changing, though. --- docs/html/stepbystep.html | 1952 +++++++++++++++++++++++++++++++++++++++++++++ 1 file changed, 1952 insertions(+) create mode 100644 docs/html/stepbystep.html (limited to 'docs/html/stepbystep.html') diff --git a/docs/html/stepbystep.html b/docs/html/stepbystep.html new file mode 100644 index 000000000..4cbac778a --- /dev/null +++ b/docs/html/stepbystep.html @@ -0,0 +1,1952 @@ +Step-by-step Install
The Bugzilla Guide
PrevChapter 3. InstallationNext

3.2. Step-by-step Install

3.2.1. Introduction

Installation of bugzilla is pretty straightforward, particularly if your + machine already has MySQL and the MySQL-related perl packages installed. + If those aren't installed yet, then that's the first order of business. The + other necessary ingredient is a web server set up to run cgi scripts. + While using Apache for your webserver is not required, it is recommended. +

Bugzilla has been successfully installed under Solaris, Linux, + and Win32. The peculiarities of installing on Win32 (Microsoft + Windows) are not included in this section of the Guide; please + check out the Win32 Installation Notes for further advice + on getting Bugzilla to work on Microsoft Windows. +

The Bugzilla Guide is contained in the "docs/" folder in your + Bugzilla distribution. It is available in plain text + (docs/txt), HTML (docs/html), or SGML source (docs/sgml). +

3.2.2. Installing the Prerequisites

If you want to skip these manual installation steps for + the CPAN dependencies listed below, and are running the very + most recent version of Perl and MySQL (both the executables + and development libraries) on your system, check out + Bundle::Bugzilla in Using Bundle::Bugzilla instead of manually installing Perl modules

The software packages necessary for the proper running of bugzilla are: +

  1. MySQL database server and the mysql client (3.22.5 or greater) +

  2. Perl (5.004 or greater, 5.6.1 is recommended if you wish + to use Bundle::Bugzilla) +

  3. DBI Perl module +

  4. Data::Dumper Perl module +

  5. Bundle::Mysql Perl module collection +

  6. TimeDate Perl module collection +

  7. GD perl module (1.8.3) (optional, for bug charting) +

  8. Chart::Base Perl module (0.99c) (optional, for bug charting) +

  9. DB_File Perl module (optional, for bug charting) +

  10. The web server of your choice. Apache is recommended. +

  11. MIME::Parser Perl module (optional, for contrib/bug_email.pl interface) +

+ +

It is a good idea, while installing Bugzilla, to ensure it + is not accessible by other machines + on the Internet. Your machine may be vulnerable to attacks + while you are installing. In other words, ensure there is + some kind of firewall between you and the rest of the + Internet. Many installation steps require an active + Internet connection to complete, but you must take care to + ensure that at no point is your machine vulnerable to an + attack. +

+ +

3.2.3. Installing MySQL Database

Visit MySQL homepage at http://www.mysql.com/ and grab the + latest stable release of the server. Both binaries and source + are available and which you get shouldn't matter. Be aware + that many of the binary versions of MySQL store their data + files in /var which on many installations (particularly common + with linux installations) is part of a smaller root partition. + If you decide to build from sources you can easily set the + dataDir as an option to configure. +

If you've installed from source or non-package (RPM, deb, + etc.) binaries you'll want to make sure to add mysqld to your + init scripts so the server daemon will come back up whenever + your machine reboots. You also may want to edit those init + scripts, to make sure that mysqld will accept large packets. + By default, mysqld is set up to only accept packets up to 64K + long. This limits the size of attachments you may put on + bugs. If you add something like "-O max_allowed_packet=1M" to + the command that starts mysqld (or safe_mysqld), then you will + be able to have attachments up to about 1 megabyte. +

If you plan on running Bugzilla and MySQL on the same + machine, consider using the "--skip-networking" option in + the init script. This enhances security by preventing + network access to MySQL. +

3.2.4. Perl (5.004 or greater)

Any machine that doesn't have perl on it is a sad machine + indeed. Perl for *nix systems can be gotten in source form + from http://www.perl.com. Although Bugzilla runs with most + post-5.004 versions of Perl, it's a good idea to be up to the + very latest version if you can when running Bugzilla. As of + this writing, that is perl version 5.6.1. +

Perl is now a far cry from the the single compiler/interpreter + binary it once was. It includes a great many required modules + and quite a few other support files. If you're not up to or + not inclined to build perl from source, you'll want to install + it on your machine using some sort of packaging system (be it + RPM, deb, or what have you) to ensure a sane install. In the + subsequent sections you'll be installing quite a few perl + modules; this can be quite ornery if your perl installation + isn't up to snuff. +

Many people complain that Perl modules will not install + for them. Most times, the error messages complain that they + are missing a file in "@INC". Virtually every + time, this 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 + are the local UNIX sysadmin, please + consult the newsgroup/mailing list for further assistance or + hire someone to help you out. +

You can skip the following Perl module installation steps by + installing "Bundle::Bugzilla" from CPAN, which includes + them. All Perl module installation steps require you have an + active Internet connection. If you wish to use + Bundle::Bugzilla, however, you must be using the latest + version of Perl (at this writing, version 5.6.1) +

bash# perl -MCPAN + -e 'install "Bundle::Bugzilla"' + +

Bundle::Bugzilla doesn't include GD, Chart::Base, or + MIME::Parser, which are not essential to a basic Bugzilla + install. If installing this bundle fails, you should + install each module individually to isolate the problem. +

3.2.5. DBI Perl Module

The DBI module is a generic Perl module used by other database related + Perl modules. For our purposes it's required by the MySQL-related + modules. As long as your Perl installation was done correctly the + DBI module should be a breeze. It's a mixed Perl/C module, but Perl's + MakeMaker system simplifies the C compilation greatly. +

Like almost all Perl modules DBI can be found on the Comprehensive Perl + Archive Network (CPAN) at http://www.cpan.org. The CPAN servers have a + real tendency to bog down, so please use mirrors. The current location + at the time of this writing (02/17/99) can be found in Appendix A. +

Quality, general Perl module installation instructions can be found on + the CPAN website, but the easy thing to do is to just use the CPAN shell + which does all the hard work for you. +

To use the CPAN shell to install DBI: +

bash# + perl -MCPAN -e 'install "DBI"' + +

Replace "DBI" with the name of whichever module you wish + to install, such as Data::Dumper, TimeDate, GD, etc.

+

+ To do it the hard way: +

Untar the module tarball -- it should create its own directory +

CD to the directory just created, and enter the following commands: +

  1. bash# + perl Makefile.PL + +

  2. bash# + make + +

  3. bash# + make test + +

  4. bash# + make install + +

+ If everything went ok that should be all it takes. For the vast + majority of perl modules this is all that's required. +

+

3.2.6. Data::Dumper Perl Module

The Data::Dumper module provides data structure persistence for Perl + (similar to Java's serialization). It comes with later sub-releases of + Perl 5.004, but a re-installation just to be sure it's available won't + hurt anything. +

Data::Dumper is used by the MySQL-related Perl modules. It can be + found on CPAN (link in Appendix A) and can be installed by following + the same four step make sequence used for the DBI module. +

3.2.7. MySQL related Perl Module Collection

The Perl/MySQL interface requires a few mutually-dependent perl + modules. These modules are grouped together into the the + Msql-Mysql-modules package. This package can be found at CPAN. + After the archive file has been downloaded it should + be untarred. +

The MySQL modules are all built using one make file which is generated + by running: + bash# + perl Makefile.pl +

The MakeMaker process will ask you a few questions about the desired + compilation target and your MySQL installation. For many of the questions + the provided default will be adequate. +

When asked if your desired target is the MySQL or mSQL packages, + 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. +

A host of 'localhost' should be fine and a testing user of 'test' and + a null password should find itself with sufficient access to run tests + on the 'test' database which MySQL created upon installation. If 'make + test' and 'make install' go through without errors you should be ready + to go as far as database connectivity is concerned. +

3.2.8. TimeDate Perl Module Collection

Many of the more common date/time/calendar related Perl modules have + been grouped into a bundle similar to the MySQL modules bundle. This + bundle is stored on the CPAN under the name TimeDate. A link + link may be found in Appendix B, Software Download Links. + The component module we're + most interested in is the Date::Format module, but installing all of them + is probably a good idea anyway. The standard Perl module installation + instructions should work perfectly for this simple package. +

3.2.9. GD Perl Module (1.8.3)

The GD library was written by Thomas Boutell a long while ago to + programatically generate images in C. Since then it's become almost a + defacto standard for programatic image construction. The Perl bindings + to it found in the GD library are used on a million web pages to generate + graphs on the fly. That's what bugzilla will be using it for so you'd + better install it if you want any of the graphing to work. +

Actually bugzilla uses the Graph module which relies on GD itself, + but isn't that always the way with OOP. At any rate, you can find the + GD library on CPAN (link in Appendix B, Software Download Links). +

The Perl GD library requires some other libraries that may or may not be + installed on your system, including "libpng" and "libgd". The full requirements + are listed in the Perl GD library README. Just realize that if compiling GD fails, + it's probably because you're missing a required library. +

3.2.10. Chart::Base Perl Module (0.99c)

The Chart module provides bugzilla with on-the-fly charting + abilities. It can be installed in the usual fashion after it has been + fetched from CPAN where it is found as the Chart-x.x... tarball in a + directory to be listed in Appendix B, "Software Download Links". + Note that as with the GD perl + module, only the version listed above, or newer, will work. + Earlier + versions used GIF's, which are no longer supported by the latest + versions of GD. +

3.2.11. DB_File Perl Module

DB_File is a module which allows Perl programs to make use of the facilities provided by + Berkeley DB version 1.x. This module is required by collectstats.pl which is used for + bug charting. If you plan to make use of bug charting, you must install this module. +

3.2.12. HTTP Server

You have a freedom of choice here - Apache, Netscape or any other + server on UNIX would do. You can easily run the web server on a different + machine than MySQL, but need to adjust the MySQL "bugs" user permissions + accordingly. +

You'll want to make sure that your web server will run any file + with the .cgi extension as a cgi and not just display it. If you're using + apache that means uncommenting the following line in the srm.conf file: + AddHandler cgi-script .cgi +

With apache you'll also want to make sure that within the access.conf + file the line: + Options ExecCGI + + is in the stanza that covers the directories you intend to put the bugzilla + .html and .cgi files into. +

If you are using a newer version of Apache, both of the above lines will be + (or will need to be) in the httpd.conf file, rather than srm.conf or + access.conf. +

There are two critical directories and a file that should not be a served by + the HTTP server. These are the "data" and "shadow" + directories and the + "localconfig" file. You should configure your HTTP server to not serve + content from these files. Failure to do so will expose critical passwords + and other data. Please see .htaccess files and security for details. +

3.2.13. Installing the Bugzilla Files

You should untar the Bugzilla files into a directory that you're + willing to make writable by the default web server user (probably + "nobody"). You may decide to put the files off of the main web space + for your web server or perhaps off of /usr/local with a symbolic link + in the web space that points to the bugzilla directory. At any rate, + just dump all the files in the same place (optionally omitting the CVS + directories if they were accidentally tarred up with the rest of Bugzilla) + and make sure you can access the files in that directory through your + web server. +

If you symlink the bugzilla directory into your Apache's + HTML heirarchy, you may receive "Forbidden" errors unless you + add the "FollowSymLinks" directive to the <Directory> entry + for the HTML root. +

Once all the files are in a web accessible directory, make that + directory writable by your webserver's user (which may require just + making it world writable). This is a temporary step until you run + the post-install "checksetup.pl" script, which locks down your + installation. +

Lastly, you'll need to set up a symbolic link to /usr/bonsaitools/bin/perl + for the correct location of your perl executable (probably /usr/bin/perl). + Otherwise you must hack all the .cgi files to change where they look + for perl. To make future upgrades easier, you should use the symlink + approach. +

Example 3-1. Setting up bonsaitools symlink

Here's how you set up the Perl symlink on Linux to make Bugzilla work. + Your mileage may vary; if you are running on Solaris, you probably need to subsitute + "/usr/local/bin/perl" for "/usr/bin/perl" + below; if on certain other UNIX systems, + Perl may live in weird places like "/opt/perl". As root, run these commands: +
bash# mkdir /usr/bonsaitools
+bash# mkdir /usr/bonsaitools/bin
+bash# ln -s /usr/bin/perl /usr/bosaitools/bin/perl
+	      
+

+

If you don't have root access to set this symlink up, + check out the + The setperl.csh Utility, listed in Useful Patches and Utilities for Bugzilla. + It will change the path to perl in all your Bugzilla files for you. +

+

3.2.14. Setting Up the MySQL Database

After you've gotten all the software installed and working you're ready + to start preparing the database for its life as a the back end to a high + quality bug tracker. +

First, you'll want to fix MySQL permissions to allow access from + Bugzilla. For the purpose of this Installation section, the Bugzilla username + will be "bugs", and will have minimal permissions. + +

Bugzilla has not undergone a thorough security audit. It + may be possible for a system cracker to somehow trick + Bugzilla into executing a command such as DROP + DATABASE mysql. +

That would be bad.

+

Give the MySQL root user a password. MySQL passwords are + limited to 16 characters. +

bash# + mysql -u root mysql + +
mysql> + UPDATE user SET Password=PASSWORD ('new_password') + WHERE user='root'; + + +
mysql> + FLUSH PRIVILEGES; + +

+ From this point on, if you need to access MySQL as the + MySQL root user, you will need to use "mysql -u root -p" and + enter your new_password. Remember that MySQL user names have + nothing to do with Unix user names (login names). +

Next, we create the "bugs" user, and grant sufficient + permissions for checksetup.pl, which we'll use later, to work + its magic. This also restricts the "bugs" user to operations + within a database called "bugs", and only allows the account + to connect from "localhost". Modify it to reflect your setup + if you will be connecting from another machine or as a different + user. +

Remember to set bugs_password to some unique password. +

mysql> + GRANT SELECT,INSERT,UPDATE,DELETE,INDEX, + ALTER,CREATE,DROP,REFERENCES + ON bugs.* TO bugs@localhost + IDENTIFIED BY 'bugs_password'; + +
mysql> + + FLUSH PRIVILEGES; + + +

+

Next, run the magic checksetup.pl script. (Many thanks to Holger + Schurig <holgerschurig@nikocity.de> for writing this script!) + It will make sure Bugzilla files and directories have reasonable + permissions, set up the "data" directory, and create all the MySQL + tables. +

bash# + ./checksetup.pl + +

+ The first time you run it, it will create a file called "localconfig". +

3.2.15. Tweaking "localconfig"

This file contains a variety of settings you may need to tweak including + how Bugzilla should connect to the MySQL database. +

The connection settings include: +

  1. server's host: just use "localhost" if the MySQL server is + local +

  2. database name: "bugs" if you're following these directions +

  3. MySQL username: "bugs" if you're following these directions +

  4. Password for the "bugs" MySQL account above +

+

You may also install .htaccess files that the Apache webserver will use + to restrict access to Bugzilla data files. See .htaccess files and security. +

Once you are happy with the settings, re-run checksetup.pl. On this + second run, it will create the database and an administrator account + for which you will be prompted to provide information. +

When logged into an administrator account once Bugzilla is running, + if you go to the query page (off of the bugzilla main menu), you'll + find an 'edit parameters' option that is filled with editable treats. +

Should everything work, you should have a nearly empty copy of the bug + tracking setup. +

The second time around, checksetup.pl will stall if it is on a + filesystem that does not fully support file locking via flock(), such as + NFS mounts. This support is required for Bugzilla to operate safely with + multiple instances. If flock() is not fully supported, it will stall at: + Now regenerating the shadow database for all bugs. +

The second time you run checksetup.pl, you should become the + user your web server runs as, and that you ensure that you set the + "webservergroup" parameter in localconfig to match the web + server's group + name, if any. I believe, for the next release of Bugzilla, + this will + be fixed so that Bugzilla supports a "webserveruser" parameter + in localconfig + as well. +

Example 3-2. Running checksetup.pl as the web user

Assuming your web server runs as user "apache", + and Bugzilla is installed in + "/usr/local/bugzilla", here's one way to run checksetup.pl + as the web server user. + As root, for the second run + of checksetup.pl, do this: +
bash# chown -R apache:apache /usr/local/bugzilla
+bash# su - apache
+bash# cd /usr/local/bugzilla
+bash# ./checksetup.pl
+		  
+

+

+

The checksetup.pl script is designed so that you can run + it at any time without causing harm. You should run it + after any upgrade to Bugzilla. +

3.2.16. Setting Up Maintainers Manually (Optional)

If you want to add someone else to every group by hand, you + can do it by typing the appropriate MySQL commands. Run + ' mysql -u root -p bugs' You + may need different parameters, depending on your security + settings. Then: +

mysql> update + profiles set groupset=0x7fffffffffffffff where + login_name = 'XXX'; +

replacing XXX with the Bugzilla email address. +

3.2.17. The Whining Cron (Optional)

By now you have a fully functional bugzilla, but what good + are bugs if they're not annoying? To help make those bugs + more annoying you can set up bugzilla's automatic whining + system. This can be done by adding the following command as a + daily crontab entry (for help on that see that crontab man + page): +

cd + <your-bugzilla-directory> ; + ./whineatnews.pl +

+

Depending on your system, crontab may have several manpages. + The following command should lead you to the most useful + page for this purpose: +
 man 5 crontab
+	  
+

3.2.18. Bug Graphs (Optional)

As long as you installed the GD and Graph::Base Perl modules + you might as well turn on the nifty bugzilla bug reporting + graphs. +

Add a cron entry like this to run collectstats daily at 5 + after midnight: +

bash# crontab + -e +
5 0 * * * cd + <your-bugzilla-directory> ; ./collectstats.pl + +

+

After two days have passed you'll be able to view bug graphs + from the Bug Reports page. +

3.2.19. Securing MySQL

If you followed the installation instructions for setting up + your "bugs" and "root" user in MySQL, much of this should not + apply to you. If you are upgrading an existing installation + of Bugzilla, you should pay close attention to this section. +

Most MySQL installs have "interesting" default security parameters: +

mysqld defaults to running as root
it defaults to allowing external network connections
it has a known port number, and is easy to detect
it defaults to no passwords whatsoever
it defaults to allowing "File_Priv"

+

This means anyone from anywhere on the internet can not only + drop the database with one SQL command, and they can write as + root to the system. +

To see your permissions do: +

bash# + mysql -u root -p + +
mysql> + use mysql; + +
mysql> + show tables; + +
mysql> + select * from user; + +
mysql> + select * from db; + +

+

To fix the gaping holes: +

DELETE FROM user WHERE User='';
UPDATE user SET Password=PASSWORD('new_password') WHERE user='root';
FLUSH PRIVILEGES;

+

If you're not running "mit-pthreads" you can use: +

GRANT USAGE ON *.* TO bugs@localhost;
GRANT ALL ON bugs.* TO bugs@localhost;
REVOKE DROP ON bugs.* FROM bugs@localhost;
FLUSH PRIVILEGES;

+

With "mit-pthreads" you'll need to modify the "globals.pl" Mysql->Connect + line to specify a specific host name instead of "localhost", and accept + external connections: +

GRANT USAGE ON *.* TO bugs@bounce.hop.com;
GRANT ALL ON bugs.* TO bugs@bounce.hop.com;
REVOKE DROP ON bugs.* FROM bugs@bounce.hop.com;
FLUSH PRIVILEGES;

+

Use .htaccess files with the Apache webserver to secure your + bugzilla install. See .htaccess files and security +

Consider also: +

  1. Turning off external networking with "--skip-networking", + unless you have "mit-pthreads", in which case you can't. + Without networking, MySQL connects with a Unix domain socket. +

  2. using the --user= option to mysqld to run it as an unprivileged + user. +

  3. starting MySQL in a chroot jail +

  4. running the httpd in a "chrooted" jail +

  5. making sure the MySQL passwords are different from the OS + passwords (MySQL "root" has nothing to do with system "root"). +

  6. running MySQL on a separate untrusted machine +

  7. making backups ;-) +

+


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