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Bug 7764: rework the INSTALL.ubuntu instructions

Browse source 
This is a major rework. Key improvements include:
- Removed confusing multiple versions for Ubuntu leaving only one set
  of instructions.
- The packages koha-deps and koha-perldeps are used.
- License has been updated to reflect GPL3.
- More wiki reference links have been included.
- It is aimed to be based on source, not just tarball or just git.
- Sample output has been cut as much as possible.
- Almost cut-and-paste easy, making it friendlier than INSTALL.debian.

Signed-off-by: Tomas Cohen Arazi <tomascohen@gmail.com>
Signed-off-by: Katrin Fischer <Katrin.Fischer.83@web.de>
Fixed a tiny typo: seperate
Makes all sense to me - only wondering a bit about the recommendation
of using lynx for the web installer.
Quite an improvement, so passing QA.

Signed-off-by: Galen Charlton <gmc@esilibrary.com>
This commit is contained in:
Mark Tompsett 2013-08-27 17:29:20 -04:00 committed by Galen Charlton
parent 1056adaad0
commit c63770d815
3 changed files with 538 additions and 1241 deletions
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828
INSTALL.ubuntu
View file

@ -1,448 +1,696 @@
=============================
Installation Guide for Installing Koha on Ubuntu Jaunty (9.04) with MySQL 5
=============================
=================================================================
Instructions for Installing Koha from Source
=================================================================
Copyright (C) 2007, 2008 LibLime (http://liblime.com)
Some parts copyright 2010 Chris Nighswonger
BUG REPORTS AND FEEDBACK
=================================================================
Original author: Joshua Ferraro
Modified for Ubuntu by: Chris Nighswonger (cnighswonger AT foundations DOT edu)
This document last modified: 18 September 2013
Feedback/bug reports: Koha Developer's List:
Given the nature of documentation to become outdated, or have
problems, please either submit feedback or bug reports.
Bug reports can be posted at http://bugs.koha-community.org
Feedback can be posted on the Koha Developer's List:
http://lists.koha-community.org/cgi-bin/mailman/listinfo/koha-devel
This document last modified: 20 March 2010
Installation Instructions
=============================
INTRODUCTION
=================================================================
All commands can be performed as a system user with sudo privileges,
as indicated or by running the command directly as root.
These are the instructions for installing Koha from source. They
have been tested using Ubuntu 12.04 LTS. The copyright,
licensing, and other details have been put at the end, so the
installation can be started as soon as possible.
1. Prepare System and Install Dependencies
'nano' is a generic text editor. Please feel free to substitute
your favourite editor (vi, emacs, or etc.).
1.1 Install Ubuntu Jaunty via CD
To install Koha for production, it is recommended that you use
packages. Installing from packages is not the same as installing
from source. These are not your recommended instructions for
production servers.
See http://www.ubuntu.com/getubuntu/download
To help assist with the development and improvement of Koha,
continue with these instructions and read more about version
control using git! See USEFUL REFERENCE LINKS below.
1.2 Set up your locale
These instructions are intended for those who are skilled.
They can be used to set up a development system. This install
may not be as easy or smooth as you wish. This is to be expected
when installing from source.
Your locale should be set to UTF-8, as should Apache2 and MySQL 5.
This step is VERY IMPORTANT for a UNICODE compliant system. Please
read over the following document carefully:
http://wiki.koha-community.org/wiki/Encoding_and_Character_Sets_in_Koha
NOTATION
=================================================================
You can verify your system locale by typing the following command:
Commands are indented by 4 spaces, and should be relately obvious
as commands. Commands may have blank lines between them to
indicate that you should not just copy and paste the entire block
of commands.
$ locale
File contents will be surrounded by the plus symbols with a
"FILE FULL" or "FILE PARTIAL" and the filename above the plus
symbols surrounding file contents.
IMPORTANT: You _MUST_ follow all the steps outlined there for
Apache2, MySQL 5, etc. BEFORE you install Koha.
Koha is released monthly, so keeping documentation up to date
is difficult. The convention is to replace the last number with
an x. For example, the current version is part of the 3.14.x
series and the former stable version is the 3.12.x series.
1.3 Install the Yaz and Zebra packages
Run the following command to update your system:
INSTALL UBUNTU
=================================================================
$ sudo apt-get update
$ sudo apt-get install yaz idzebra-2.0 idzebra-2.0-doc
These instructions assume that you have already installed Ubuntu
from the official site: http://www.ubuntu.com/download/server
1.4 Get Koha
There is no need to install extra packages during the Ubuntu
installation. Apache2 and MySQL will be installed in the
instructions later.
1.4.1 Option A: Download Koha via Git (optional)
Installing a mail transfer agent before installing Koha will
prevent the installation of nullmailer. Such an installation
and configuration of a mail transfer agent is beyond the
scope of this document. Consult your system administrator,
network administrator, or IT Department for assistance as needed.
$ sudo apt-get install git-core git-email
$ git clone git://git.koha-community.org/koha.git kohaclone
$ cd kohaclone
$ git checkout -b myinstall origin
These instructions assume you created a user account with your
login in credentials and not one called koha. This is to prevent
the system user koha from having more permissions than it should.
Note: for more information about Git, please see the Koha Git Usage Guide:
http://wiki.koha-community.org/wiki/Version_Control_Using_Git
ADD A KOHA COMMUNITY REPOSITORY
=================================================================
1.4.2 Option B: Download Koha from http://download.koha-community.org
These instructions still function even though the latest version
of Debian is wheezy. If the version has changed again, please
confirm these instructions on the mailing list or IRC channel.
$ wget http://download.koha-community.org/koha-3.00.02.tar.gz
( Note: use the latest stable version)
To avoid getting prompted for a password in the middle of a
chain of commands type the following:
sudo ls
1.5 Install additional Ubuntu dependencies
IF YOU ARE DOING A STANDARD (tarball) INSTALL use the following
command:
echo deb http://debian.koha-community.org/koha squeeze main \
| sudo tee /etc/apt/sources.list.d/koha.list
IMPORTANT: You should only use CPAN for Perl dependencies which are NOT
available from the package maintainer. You have been warned!
IF YOU ARE DOING A DEV (typically git) INSTALL use the following
command:
echo deb http://debian.koha-community.org/koha squeeze-dev main \
| sudo tee /etc/apt/sources.list.d/koha.list
Using the ubuntu.packages file included in the Koha source tree,
run the following:
To use the older stable release:
echo deb http://debian.koha-community.org/koha oldstable main \
| sudo tee /etc/apt/sources.list.d/koha.list
Intentionally not indented, as the others are preferred.
$ sudo dpkg --set-selections < install_misc/ubuntu.packages
FOR EITHER INSTALLATION:
Add the key in gpg.asc to your APT trusted keys to avoid
warning messages on installation:
wget -O- http://debian.koha-community.org/koha/gpg.asc \
| sudo apt-key add -
Now start dselect (you may need to 'sudo apt-get install dselect'):
$ sudo dselect
UPDATE UBUNTU
=================================================================
Choose [I]nstall and accept packages to be installed (hit return)
This process, particularly the upgrade step, may take a while.
(may take a while)
sudo apt-get update
Choose [C]onfigure, [R]emove and [Q]uit until dselect has completed.
sudo apt-get upgrade
1.6 Install Perl dependencies that aren't packaged into Ubuntu Jaunty
sources
sudo apt-get clean
Run the following command:
$ sudo cpan GD GD::Barcode::UPCE Algorithm::CheckDigits::M43_001 CHI CHI::Driver::Memcached
DOWNLOAD THE LATEST KOHA RELEASE
=================================================================
Note: you may need to run CPAN initialization if you've not run cpan
before:
There are two ways to grab the source, either by using git
or by downloading the .tar.gz file. Git is recommended for a
development environment.
/etc/perl/CPAN/Config.pm initialized.
IF YOU ARE DOING A STANDARD INSTALLATION:
Downloading Source Via Tarball
=================================================================
CPAN is the world-wide archive of perl resources. It consists of about
100 sites that all replicate the same contents all around the globe.
Many countries have at least one CPAN site already. The resources
found on CPAN are easily accessible with the CPAN.pm module. If you
want to use CPAN.pm, you have to configure it properly.
wget http://download.koha-community.org/koha-latest.tar.gz
tar xvf koha-latest.tar.gz
ls
If you do not want to enter a dialog now, you can answer 'no' to this
question and I'll try to autoconfigure. (Note: you can revisit this
dialog anytime later by typing 'o conf init' at the cpan prompt.)
NOTE: You need to cd into the koha directory, but since the
version changes, you'll know by the ls command what it is.
Are you ready for manual configuration? [yes]
IF YOU ARE DOING A DEV INSTALLATION:
Downloading Source Via Git
=================================================================
When the configuration is completed CPAN will install the Perl modules.
Please see the following wiki page, following the instructions up
to and including "git checkout -b mywork origin".
http://wiki.koha-community.org/wiki/Version_Control_Using_Git
2. Configuration of dependencies
2.1 Update root MySQL password (if dselect didn't do it for you already)
INSTALL DEPENDENCIES
=================================================================
$ sudo mysqladmin password <password>
Dependencies from Repository
=================================================================
2.2 Create the Koha database
The repository added has koha-deps and koha-perldeps packages
which make it very easy. Type the following:
sudo apt-get install koha-deps koha-perldeps make
Create the database and user with associated privileges:
Check For Missing Dependencies
=================================================================
$ mysqladmin -uroot -p<password> create <kohadatabasename>
$ mysql -uroot -p<password>
Check everything was installed, by running the test script to
identifty missing libraries:
./koha_perl_deps.pl -m -u
Welcome to the MySQL monitor. Commands end with ; or \g.
Your MySQL connection id is 22
Server version: 5.0.32-Debian_7etch3-log Debian etch distribution
Install any required libraries that are missing. It is a good
idea to install optional ones that are easily found as well.
Type 'help;' or '\h' for help. Type '\c' to clear the buffer.
mysql> grant all on <kohadatabasename>.* to '<kohadatabaseuser>'@'localhost' identified by '<kohadatabaseuserpassword>';
Query OK, 0 rows affected (0.00 sec)
CREATE MYSQL DATABASE AND GRANT PRIVILEGES
=================================================================
mysql> flush privileges;
Query OK, 0 rows affected (0.00 sec)
Create MySQL Database
=================================================================
mysql> quit
If you have difficulty accessing MySQL's root acount, perhaps
this Ubuntu page on resetting the root password may help.
https://help.ubuntu.com/community/MysqlPasswordReset
2.3 Test your SAX Parser and correct where necessary
mysql -u root -p
You must be sure you're using the XML::LibXML SAX parser, not Expat or PurePerl, both of which have outstanding bugs with pre-composed characters. You can test your SAX parser by running:
CREATE DATABASE kohadata;
$ cd koha
$ misc/sax_parser_print.pl
The koha database has now been created with the name kohadata.
You should see something like::
Create User and Grant Permissions
=================================================================
XML::LibXML::SAX::Parser=HASH(0x81fe220)
Continue entering MySQL commands. SUBSTITUTE A PASSWORD OF YOUR
CHOICE FOR THE {PASSWORD}'S IN THE FOLLOWING COMMANDS:
If you're using PurePerl or Expat, you'll need to edit your
ini file, typically located at:
CREATE user 'koha'@'localhost' IDENTIFIED by '{PASSWORD}';
GRANT ALL ON kohadata.* TO 'koha'@'localhost' IDENTIFIED BY '{PASSWORD}';
FLUSH PRIVILEGES;
QUIT
/etc/perl/XML/SAX/ParserDetails.ini
The koha administrative user has now been created with the name
koha and the password of your choosing.
You will need to move the entire section for '[XML::LibXML::SAX::Parser]' to the bottom of the ini file.
2.4 Install DBD::mysql Perl module
CONFIGURE KOHA
=================================================================
In order to handle UTF-8 correctly, Koha requires at least version 4.004
of the DBD::mysql Perl module. However, Debian Etch has a stable package
only for version 3.0008, so it is necessary to install the module from CPAN.
DBD::mysql's test suite needs to use a MySQL 'test' DB which doesn't exist
anymore. So there are two options to install DBD::mysql:
User/Group Environment Variables
=================================================================
(1) install without test suite,
(2) install with test suite requiring a test MySQL DB creation.
IF YOU ARE DOING A STANDARD INSTALLATION, then create a
separate koha system user:
sudo adduser koha
2.4.1 Install without test suite
There is no need to set the following environment variables,
because koha is the default account to use.
Force install DBD::mysql:
IF YOU ARE DOING A DEV INSTALLATION, then create some
environment variables for the process to pick up and use later:
export __KOHA_USER__=$USER
export __KOHA_GROUP__=$USER
echo $USER
$ sudo cpan
cpan> force install DBD::mysql
The output of the echo command should match your user id,
and since the user id and group id are generally the same for
a freshly created account, this will make sure the indexing
happens as this account.
2.4.2 Create test database in order to install DBD::mysql
Because of DBD::mysql's test suite, it is necessary to temporarily create a
test database and user:
Configure Your Koha Install
=================================================================
$ mysql -uroot -p<password>
perl Makefile.PL
Create the database and user with associated privileges:
How you answer the first question will affect where things will
end up being placed. It is recommended that choose 'standard' if
you are doing a tarball install, and 'dev' if you are doing a
git install.
Welcome to the MySQL monitor. Commands end with ; or \g.
Your MySQL connection id is 22
Server version: 5.0.32-Debian_7etch3-log Debian etch distribution
Answering the resulting questions requires thinking. Here are
some hints.
Type 'help;' or '\h' for help. Type '\c' to clear the buffer.
Recall that the database created is kohadata set in the Create
MySQL Database step. The username and password were set up in
the Create User and Grant Permissions step.
mysql> create database test;
Query OK, 1 row affected (0.00 sec)
Give some thought should be given to the MARC format desired
and the method of character normalization (chr or icu), though
the defaults will work as MARC21 just fine.
mysql> grant all on test.* to 'test'@'localhost' identified by 'test';
Query OK, 0 rows affected (0.00 sec)
(test database, user, and password can be different if need be)
Use the same username and password for the Zebra questions.
mysql> flush privileges;
Query OK, 0 rows affected (0.00 sec)
Don't worry about warnings generated by optional components.
mysql> quit
Next install DBD::mysql:
Build And Test Koha
=================================================================
$ sudo cpan
Having configured Koha, build it using the following command:
make
cpan> o conf makepl_arg
(get current value of this CPAN parameter)
Once this has successfully run, test Koha using the following
command:
make test
cpan> o conf makepl_arg "--testdb=test --testuser=test --testpass=test"
Don't worry about the large number of scary warning scrolling
by. All that matters is "PASS" or "FAIL".
cpan> install DBD::mysql
If this fails, it is likely due to a failed dependency. Remember,
a source installation is not always smooth. You can determine the
missing dependency by scrolling back and looking for something
like: Can't locate Cache/Memcached/Fast.pm in @INC
Install it, and try to build and test again.
cpan> o conf makepl_arg ''
OR
Install Koha
=================================================================
cpan> o conf makepl_arg '<old setting>'
Once the make test has successfully run, install Koha.
(restore this setting so as to not interfere with future CPAN installs).
IF YOU ARE DOING A STANDARD INSTALLATION, using the
following command (follow any on screen prompts):
sudo make install
Once this has successfully run, Koha is almost installed. There
are only a few more steps left.
Finally, remove the test database:
IF YOU ARE DOING A DEV INSTALLATION, using the
following command (follow any on screen prompts):
make install
$ mysql -uroot -p<password>
No sudo is required as you have access to the directories
listed above.
mysql> drop database test;
Query OK, 1 row affected (0.00 sec)
FOR EITHER INSTALLATION:
Near the end of this command, the output will have two lines
containing KOHA_CONF and PERL5LIB in them. Take note of the two
export commands as you will need them for a later step.
mysql> exit
Bye
3. Run the Koha installer
PRE-WEB INSTALL SETUP
=================================================================
$ perl Makefile.PL
( answer questions )
$ make
$ make test
$ sudo make install
Ubuntu MySQL Security Tweak
=================================================================
4. Configure and start Apache
$ sudo ln -s /etc/koha/koha-httpd.conf /etc/apache2/sites-available/koha
(note that the path to koha-httpd.conf may be different depending on your
installation choices)
There is a security risk in Ubuntu's MySQL default set up. Type
the following commands:
mysql -u root -p
Add the following lines to /etc/apache2/ports.conf:
USE mysql;
DELETE FROM user WHERE user='';
FLUSH PRIVILEGES;
QUIT
Listen 80
Listen 8080
The anonymous connections are now removed.
If not running named virtual hosts (The default koha installation does not use named virtual hosts.), comment out the following line:
NameVirtualHost *:80
Configure System Wide Environment Variables
=================================================================
Run the following commands:
Running scripts and cron jobs requires environment variables set.
Use the following commands:
sudo nano /etc/environment
$ sudo a2enmod rewrite deflate
$ sudo a2ensite koha
$ sudo apache2ctl restart
IF YOU ARE DOING A DEV INSTALLATON:
FILE PARTIAL (ADD): /etc/environment
+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
KOHA_CONF=/home/{YOUR USER NAME}/koha-dev/etc/koha-conf.xml
KOHA_PATH=/home/{YOUR USER NAME}/kohaclone
PERL5LIB=/home/{YOUR USER NAME}/kohaclone
+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
NOTE: CHANGE {YOUR USER NAME} TO YOUR ACTUAL USER NAME!
Note: you may still see the usual Apache default site if your VirtualHost
configuration isn't correct. The command "sudo a2dissite default" may be a
quick fix, but may have side-effects. See the Apache HTTPD manual section on
virtual hosts for full instructions.
IF YOU ARE DOING A STANDARD INSTALLATON:
FILE PARTIAL (ADD): /etc/environment
+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
KOHA_CONF=/etc/koha/koha-conf.xml
KOHA_PATH=/usr/share/koha
PERL5LIB=/usr/share/koha/lib
+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
5. Configure and start Zebra
logout
Note: it's recommended that you daemonize the Zebra process and add it to your
startup profile. For a non-production test/development installation, running
Zebra from the command line can be useful. Pick from the two available options
below, or roll your own :-)
You need to logout and back in in order to get the environment
variables values to be recognized.
Note: it's also recommended that you create a Koha system user, which you will
have specified during the install process. Alternatively, Zebra can be
configured to run as the root user.
To add a user do:
CONFIGURE AND START APACHE
=================================================================
$ sudo adduser koha
Place Koha Site File
=================================================================
Option 1: run the Zebra processes from the command line:
IF YOU ARE DOING A DEV INSTALLATION, use the following command:
sudo ln -s ~/koha-dev/etc/koha-httpd.conf \
/etc/apache2/sites-available/koha
5.1.1 Zebra Search Server
IF YOU ARE DOING A STANDARD INSTALLATION, use the following
command:
sudo ln -s /etc/koha/koha-httpd.conf \
/etc/apache2/sites-available/koha
This process send responses to search requests sent by Koha or
Z39.50/SRU/SRW clients.
Tweak Koha Site File
=================================================================
$ sudo -u ${KOHA_USER} zebrasrv -f /etc/koha/koha-conf.xml
(note that the path to koha-conf.xml may be different depending on your
installation choices)
The default file limits connections to those from 127.0.1.1
(or 127.0.0.1), which is rather difficult to test/use in a
server environment. Edit the file:
sudo nano /etc/apache2/sites-available/koha
Note: the user you run Zebra as will be the only user with write permission
on the Zebra index; in development mode, you may wish to use your
system user.
/etc/apache2/sites-available/koha will have a line
that should have the IP address changed to a *.
FILE PARTIAL (CHANGE): /etc/apache2/sites-available/koha
+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
<VirtualHost *:80>
+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
5.1.2 Zebra Indexer
/etc/apache2/sites-available/koha will have another line
that should have the IP address changed to a *
FILE PARTIAL (CHANGE): /etc/apache2/sites-available/koha
+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
<VirtualHost *:8080>
+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
Added/updated/deleted records in Koha MySQL database must be indexed
into Zebra. A specific script must be launched each time a bibliographic
or an authority record is edited.
Setup Default Ports
=================================================================
$ sudo -u ${KOHA_USER} misc/migration_tools/rebuild_zebra -z -b -a
NOTE: This script should be run as the kohauser (the default is 'koha').
sudo nano /etc/apache2/ports.conf
Option 2: run the Zebra process as a daemon, and add to startup process:
/etc/apache2/ports.conf must have two lines exactly like
the following. Do not add them if they are already there.
Note that references to $SCRIPT_DIR refer to the directory where
Koha's command-line scripts are installed, e.g., /usr/share/koha/bin.
FILE PARTIAL (CONFIRM/ADD/CHANGE): /etc/apache2/ports.conf
+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
Listen 80
Listen 8080
+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
5.2.1 Zebra Search Server
/etc/apache2/ports.conf does not require NameVirtualHost.
Do not add it if it is missing or already there. Just
prepend # accordingly.
$ sudo ln -s ${SCRIPT_DIR}/koha-zebra-ctl.sh /etc/init.d/koha-zebra-daemon
(Note: ${SCRIPT_DIR} is /usr/share/koha/bin/ by default in a standard install)
$ sudo update-rc.d koha-zebra-daemon defaults
( Note: see man chkconfig(8) on other distros )
FILE PARTIAL (CONFIRM/ADD/CHANGE): /etc/apache2/ports.conf
+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
#NameVirtualHost *:80
+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
$ sudo ${SCRIPT_DIR}/koha-zebra-ctl.sh start
Disable Default Site
=================================================================
5.2.2 Zebra Indexer
These short instructions assume that the default site is
not needed. Talk with your system administrator, network
administrator, or IT Department to CONFIRM THIS BEFORE RUNNING
the following command:
sudo a2dissite 000-default
Add an entry in Koha user crontab to scheduled added/updated/deleted records
indexing by Zebra with this command:
Enable Modules and Site
=================================================================
<path/to/koha>/misc/migration_tools/rebuild_zebra -z -b -a
Now enable the apache modules this config needs, enable koha's
configuration, and restart apache.
sudo a2enmod rewrite
sudo a2enmod deflate
sudo a2ensite koha
sudo service apache2 restart
See check misc/cronjobs/crontab.example for usage examples.
NOTE: This job should be setup under the kohauser (the default is 'koha').
You can also configure zebra-indexing as an background daemon, see http://wiki.koha-community.org/wiki/Background_indexing_with_Zebra
SETUP ZEBRA
=================================================================
6. Run the Web Installer, populate the database, initial configuration of settings
The zebra process send responses to search requests sent by Koha
or Z39.50/SRU/SRW clients.
Point your browser to http://<servername>:8080/
The user you run Zebra as will be the only user with write
permission on the Zebra index. For a standard installation, this
should be the system user 'koha'. For a dev installation, this
should be your system user.
It should redirect you to the Web Installer where you can continue the setup.
You can install the sample data for libraries, patrons, etc. via the Web Installer
Start Zebra Server on Boot
=================================================================
7. What next?
IF YOU ARE DOING A STANDARD INSTALLATION, use this command:
sudo ln -s /usr/share/koha/bin/koha-zebra-ctl.sh \
/etc/init.d/koha-zebra-daemon
Once the installer has completed, you can import and index MARC records from the
command line thusly (Note: you can also use the 'Stage MARC records for import' from
the Tools area of Koha's Staff Client to import a batch of MARC records):
IF YOU ARE DOING A DEV INSTALLATION, use this command:
sudo ln -s ~/koha-dev/bin/koha-zebra-ctl.sh \
/etc/init.d/koha-zebra-daemon
$ export KOHA_CONF=/usr/share/koha/etc/koha-conf.xml
(note: use the correct path to your koha-conf.xml)
FOR EITHER INSTALLATION:
sudo update-rc.d koha-zebra-daemon defaults
sudo service koha-zebra-daemon start
7.1 Import:
Bibliographic data in MARC21 format
$ misc/migration_tools/bulkmarcimport.pl -file /path/to/marc.iso2709
Authority data in MARC21 format
$ misc/migration_tools/bulkauthimport.pl -file /path/to/auth.iso2709
Configuring Zebra Indexing
=================================================================
7.2 Fast Index:
$ misc/migration_tools/rebuild_zebra.pl -b -w
IF YOU ARE DOING A STANDARD INSTALLATION, use this command:
sudo nano /etc/cron.d/koha
Once the indexing has completed, you will be able to search for records in your system.
NOTE: This script should be run as the kohauser (the default is 'koha').
FILE FULL: /etc/cron.d/koha
+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
# The cronjobs -- $KOHA_PATH is defined in /etc/environment, and
# gets set when this process runs as a user (koha).
*/5 * * * * koha $KOHA_PATH/bin/migration_tools/rebuild_zebra.pl -b -a -z &> /dev/null
+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
7.3 Schedule regular index updates
IF YOU ARE DOING A DEV INSTALLATION, use this command:
crontab -e
You need to run rebuild_zebra.pl -b -a -z as a regular cron job in orde to pick up new bibs
and items as you add them. Check misc/cronjobs/crontab.example for usage examples. See 7.0 above.
NOTE: This job should be setup under the kohauser (the default is 'koha').
FILE PARTIAL (ADD):
+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
# The cronjobs -- $KOHA_PATH is defined in /etc/environment, and
# gets set when this process runs.
*/5 * * * * $KOHA_PATH/misc/migration_tools/rebuild_zebra.pl -b -a -z &> /dev/null
+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
You can also indexing in background, see 5.2.2 above
7.4 To enable public Z39.50/SRU servers, you'll need to edit your koha-conf.xml and
change the <listen> options to listen on a TCP port; then restart the zebra daemon.
SETUP ADDITIONAL LANGUAGES
=================================================================
UPGRADE
=======
If you are running in another language other than english, please
switch to english before doing the upgrade, the templating system has
changed and the templates will need to be regenerated.
Once you have upgraded, please regenerate your templates in your
chosen languages.
To use multi-lingual sample data, please install languages
which may be useful for use in the Koha system.
If you are upgrading from a previous installation of Koha 3.x, you can
use the following:
Information on this can be found:
http://wiki.koha-community.org/wiki/Installation_of_additional_languages_for_OPAC_and_INTRANET_staff_client
./koha_perl_deps.pl -u -m # to identify new Perl dependencies
Install any missing modules
IMPORTANT: Koha 3.6.x uses Template::Toolkit, this must be installed
before the webinstaller can run
WEB INSTALLATION
=================================================================
sudo apt-get install libtemplate-perl
Now you can visit your staff client website to continue with the
Koha web installer. The user name to log in with will be koha.
perl Makefile.PL --prev-install-log /path/to/koha-install-log
make
make test
sudo make upgrade
The password will be what you set in the 'Create User and
Grant Permissions' section above.
Koha 3.4.x or later no longer stores items in biblio records so
if you are upgrading from an older version as part of the
upgrade you will need to do the following two steps, they can take a
long time (several hours) to complete for large databases
Lynx navigational keys include: tab to go between fields, enter
(when not on text fields) to toggle or click, space to change
pages (when not on text fields), Q to quit (when not on text
fields). Arrows also work.
misc/maintenance/remove_items_from_biblioitems.pl --run
misc/migration_tools/rebuild_zebra.pl -b -r
sudo apt-get install lynx
Uninstall Instructions
=============================
1) Stop Services:
$ sudo a2dissite koha
$ sudo rm /etc/apache2/sites-available/koha
$ sudo apache2ctl restart
lynx http://127.0.1.1:8080/
$ sudo update-rc.d koha-zebra-daemon remove
$ sudo rm /etc/init.d/koha-zebra-daemon
2) Remove Database and Indexes
SETUP YOUR LIBRARY IN KOHA
=================================================================
# MySQL
$ mysql -u<kohauser> -p<kohapassword>
> drop database koha;
After the web install, you should be redirected to:
http://127.0.1.1:8080
Follow these steps:
- Login with koha user name and password.
- Click on the More dropdown menu.
- Select and click Administration.
- Click Libraries and groups
under the Basic Parameters heading.
- Click New Library and enter your information into the form.
- Click Submit.
Your Library is now setup in Koha.
# Zebra Indexes
$ zebraidx -c <prefix>/etc/zebradb/zebra-biblios.cfg -g iso2709 -d biblios init
$ zebraidx -c <prefix>/etc/zebradb/zebra-authorities.cfg -g iso2709 -d authorities init
Take the time to read the documentation to do other necessary
setup tasks such as creating a patron, and importing or entering
MARC data. The documentation for Koha can be found at:
http://koha-community.org/documentation/
3) Remove Koha Install Directories and Configuration Files
Don't forget about any crontab entries
Tested on the following operating environments
==============================================
- Ubuntu Jaunty Jackalope 9.04
USEFUL REFERENCE LINKS
=================================================================
Installer Bug reports
=====================
Please log any installer bug reports at http://bugs.koha-community.org
Documentation:
http://koha-community.org/documentation/
Other Notes
=====================
This file is part of Koha
Additional Languages:
http://wiki.koha-community.org/wiki/Installation_of_additional_languages_for_OPAC_and_INTRANET_staff_client
Koha is free software; you can redistribute it and/or modify it under the
terms of the GNU General Public License as published by the Free Software
Foundation; either version 2 of the License, or (at your option) any later
version.
Stage MARC Records for Import:
http://manual.koha-community.org/3.14/en/catalogtools.html#stagemarc
NOTE: The URL has been similar since Koha version 3.8
Koha is distributed in the hope that it will be useful, but WITHOUT ANY
WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS FOR
A PARTICULAR PURPOSE. See the GNU General Public License for more details.
You should have received a copy of the GNU General Public License along
with Koha; if not, write to the Free Software Foundation, Inc.,
51 Franklin Street, Fifth Floor, Boston, MA 02110-1301 USA.
Frequently Asked Questions:
http://koha-community.org/documentation/faq
Bug Reports:
http://bugs.koha-community.org/
Public Z39.50/SRU server:
http://wiki.koha-community.org/wiki/Troubleshooting_Koha_as_a_Z39.50_server
Alternate Indexing Method:
http://wiki.koha-community.org/wiki/Background_indexing_with_Zebra
UPGRADING
=================================================================
If you are running in another language other than English,
please switch to English before doing the upgrade, the
templating system has changed and the templates will need to
be regenerated.
Once you have upgraded, please regenerate your templates in
your chosen languages.
First, ensure the most recent dependencies are installed:
sudo apt-get update
sudo apt-get install koha-deps koha-perldeps
IF YOU ARE DOING A STANDARD UPGRADE:
In order to upgrade, find the path to the koha install-log file:
sudo find /usr/share/koha/ -name 'koha-install-log'
Change directory into the latest koha source directory, and then:
perl Makefile.PL --prev-install-log /path/to/koha-install-log
NOTE: Make sure to change the /path/to/koha-install-log to the
one that was found.
make
make test
And if that passes:
sudo make upgrade
IF YOU ARE DOING A DEV UPGRADE:
In order to upgrade, find the path to the koha install-log file:
find ~/koha-dev/ -name 'koha-install-log'
cd ~/kohaclone
perl Makefile.PL --prev-install-log /path/to/koha-install-log
NOTE: Make sure to change the /path/to/koha-install-log to the
one that was found.
make
make test
And if that passes:
make upgrade
FOR EITHER UPGRADE TYPE:
If you are upgrading from a version of Koha earlier than 3.4.x,
Koha 3.4.x or later no longer stores items in biblio records:
./misc/maintenance/remove_items_from_biblioitems.pl --run
Intentionally not indented, in the hopes that most upgrades are
post 3.4.x.
Regardless of version you are upgrading from, a full reindex is
always the best option:
IF YOU ARE DOING A STANDARD UPGRADE
sudo su -l koha --command="/usr/bin/perl /usr/share/koha/bin/migration_tools/rebuild_zebra.pl -b -a -r -v"
IF YOU ARE DOING A DEV UPGRADE
./misc/migration_tools/rebuild_zebra.pl -b -a -r -v
UNINSTALL INSTRUCTIONS
=================================================================
Stop Services
=================================================================
sudo a2dissite koha
sudo rm /etc/apache2/sites-available/koha
sudo service apache2 restart
sudo update-rc.d koha-zebra-daemon remove
sudo rm /etc/init.d/koha-zebra-daemon
Remove Database
=================================================================
mysql -u koha -p
drop database kohadata;
quit
Remove Indexes
=================================================================
IF DOING A STANDARD REMOVAL:
zebraidx -c /etc/koha/zebradb/zebra-biblios.cfg \
-g iso2709 -d biblios init
zebraidx -c /etc/koha/zebradb/zebra-authorities.cfg \
-g iso2709 -d authorities init
sudo rm -rf /etc/koha
sudo rm -rf /usr/share/koha
sudo rm /etc/cron.d/koha
You may wish to follow up with:
sudo find / -t d -name "koha"
to help find any remnants.
IF DOING A DEV REMOVAL:
The following will work, but is very dangerous! Please copy or
type this correctly.
zebraidx -c ~/koha-dev/etc/zebradb/zebra-biblios.cfg \
-g iso2709 -d biblios init
zebraidx -c ~/koha-dev/etc/zebradb/zebra-authorities.cfg \
-g iso2709 -d authorities init
rm -rf ~/koha-dev
rm -rf ~/kohaclone
NOTE: Don't forget to remove the crontab entries!
LICENSE
=================================================================
This file is part of Koha.
Major re-write by Mark Tompsett
Copyright (C) 2013
Based on remnants by:
Copyright (C) 2007, 2008 LibLime (http://liblime.com)
Original author: Joshua Ferraro
Some parts Copyright (C) 2010 Chris Nighswonger (modified for ubuntu)
(cnighswonger AT foundations DOT edu)
Some parts Copyright (C) 2012 Tomas Cohen Arazi
(tomascohen AT gmail DOT com)
Some parts Copyright (C) 2012 Mark Tompsett
(mtompset AT hotmail DOT com)
Koha is free software; you can redistribute it and/or modify it
under the terms of the GNU General Public License as published by
the Free Software Foundation; either version 3 of the License, or
(at your option) any later version.
Koha is distributed in the hope that it will be useful, but
WITHOUT ANY WARRANTY; without even the implied warranty of
MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
GNU General Public License for more details.
You should have received a copy of the GNU General Public License
along with Koha; if not, see <http://www.gnu.org/licenses>.

571
INSTALL.ubuntu.12.04
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@ -1,571 +0,0 @@
=================================================================
Installation Guide for Installing Koha
on Ubuntu Precise Pangolin (12.04 LTS) with MySQL 5.5
=================================================================
Copyright (C) 2007, 2008 LibLime (http://liblime.com)
Some parts copyright 2010 Chris Nighswonger
Some parts copyright 2012 Tomas Cohen Arazi
Some parts copyright 2012 Mark Tompsett
Original author: Joshua Ferraro
Modified for Ubuntu by: Chris Nighswonger
(cnighswonger AT foundations DOT edu)
More updates by: Tomas Cohen Arazi (tomascohen AT gmail DOT com)
Mark Tompsett (mtompset AT hotmail DOT com)
Feedback/bug reports: Koha Developer's List:
http://lists.koha-community.org/cgi-bin/mailman/listinfo/koha-devel
This document last modified: 24 July 2012
Installation Instructions
=================================================================
Running commands can mostly be performed as a system user with
sudo privileges, however some need to be run directly as root.
1. Prepare System and Install Dependencies
1.1 Install Ubuntu 12.04 LTS via CD/DVD/USB
Download and install Ubuntu from the official site.
- Server edition (command-line only)
http://www.ubuntu.com/download/server
- Desktop edition
http://www.ubuntu.com/download/desktop
To keep your Koha installation minimal and to free resources
for running, the Server edition is recommended, though the
Desktop edition will work as well.
As Apache and MySQL will be installed in the instructions
later, there is no need to select any packages during the
installation of Ubuntu.
1.2 Add koha repository to your apt sources
NOTE: This is not required for koha 3.6.7 under Ubuntu 12.04
if Zebra indexing (see step 5.2) is done via cron jobs.
NOTE: 3.8.x is the recommended current stable release to use.
There are currently three active repositories: oldstable,
squeeze, and squeeze-dev. As of 2012-07-24, they represent
3.6.x, 3.8.x, and master respectively. This will change when
3.10.x is released. They will represent 3.8.x, 3.10.x, and
master respectively.
It is recommended to use squeeze at this time, as 3.8.x is the
current stable release.
Run these commands:
$ echo "deb http://debian.koha-community.org/koha squeeze main" | sudo tee /etc/apt/sources.list.d/koha-community.list
$ wget -O- http://debian.koha-community.org/koha/gpg.asc | sudo apt-key add -
$ sudo apt-get update ; sudo apt-get upgrade
1.3 Install Apache2 and MySQL 5.5
Install the Apache2 server:
$ sudo apt-get install apache2
If your MySQL server will be on your Koha server, or this
instruction is confusing:
$ sudo apt-get install mysql-server
NOTE: You will be prompted to set your root password for MySQL.
1.4 Set up your locale
Your locale should be set to UTF-8, as should Apache2 and
MySQL 5.5. This step is VERY IMPORTANT for a UNICODE compliant
system. You _MUST_ be sure to set this BEFORE you install Koha.
1.4.1 Ubuntu Locale
Verify you have a UTF-8 locale in use:
$ locale
You will recognize if it is UTF-8 or not. Ubuntu 12.04 should
not generally require any further steps.
If it is not set to something UTF-8, use:
$ locale -a
You can select one (note that utf8 becomes UTF-8) and use:
$ sudo update-locale LANG=en_US.UTF-8
You have to log out and back in to see locale change reflected
in the locale command.
Verify your system local by running the following command:
$ locale
1.4.2 Apache2 and MySQL Locales
Please read over the following document carefully for more
information:
http://wiki.koha-community.org/wiki/Koha_on_Ubuntu#Configuring_the_Character_Set
1.5 Get Koha
There are two ways to install Koha. The easy way is using Debian/Ubuntu
packages (check http://wiki.koha-community.org/wiki/Koha_on_ubuntu_-_packages
for further instructions).
The other way is installing from sources. You can get Koha's source
either using git (see 1.5.1) or downloading the stable release tarball.
1.5.1 Download from Git
Install Git:
$ sudo apt-get install git
Download Koha (the 3.10.x branch):
$ git clone git://git.koha-community.org/koha.git kohaclone
$ cd kohaclone
$ git checkout -b myinstall origin/3.10.x
NOTE: for more information about Git, please see the Koha Git
Usage Guide:
http://wiki.koha-community.org/wiki/Version_Control_Using_Git
1.5.2 Download from Tarball
You can get the sources from
http://download.koha-community.org. Issuing the following
command you can get the latest stable release (recommended):
Download and Unpack Koha:
$ wget http://download.koha-community.org/koha-latest.tar.gz
$ tar xvf koha-latest.tar.gz
Determine the version and change directory:
$ ls
koha-3.10.00 koha-latest.tar.gz
$ cd koha-3.10.00
1.6 Install additional Ubuntu dependencies
Several Koha dependencies have been conveniently packaged and
will be installed issuing the following command:
$ sudo apt-get install `cat install_misc/ubuntu.12.04.packages | \
cut -f1 | grep -v '#' | grep -v -e '^$'`
Confirm that you want to install the required packages when prompted,
1.7 Install Perl dependencies that aren't packaged
****************************************************************
IMPORTANT: You should only use CPAN for Perl dependencies
which are NOT available from the package
maintainer. You have been warned!
****************************************************************
Run the test script to identify missing libraries
$ ./koha_perl_deps.pl -m -u
If there are any dependencies which are missing or need
upgrading, first attempt aptitude searches:
$ aptitude search libbusiness-isdn-perl
Notice how the name transformed to 'lib' plus the lowercase
library name using '-'s instead of '::'s plus '-perl'. This
will generally help find what is missing. And then a simple
apt-get install can be done:
$ sudo apt-get install libbusiness-isdn-perl
Do this for all the dependencies listed. Then re-run the
command:
$ ./koha_perl_deps.pl -m -u
In general, the repositories on debian.koha-community.org
should have any missing pieces. The list should be empty.
If any are still listed, they can be installed using the 'cpan'
command. If and only if you are unable to find any of the
dependencies should you use the cpan command. For example:
$ sudo cpan GD GD::Barcode::UPCE Algorithm::CheckDigits
NOTE: you may need to run CPAN initialization if you've not run
cpan before:
--------
/etc/perl/CPAN/Config.pm initialized.
CPAN is the world-wide archive of perl resources. It consists of about
100 sites that all replicate the same contents all around the globe.
Many countries have at least one CPAN site already. The resources
found on CPAN are easily accessible with the CPAN.pm module. If you
want to use CPAN.pm, you have to configure it properly.
If you do not want to enter a dialog now, you can answer 'no' to this
question and I'll try to autoconfigure. (Note: you can revisit this
dialog anytime later by typing 'o conf init' at the cpan prompt.)
Are you ready for manual configuration? [yes]
--------
When the configuration is completed CPAN will install the Perl
modules passed on the command-line.
For further explanation and reading see:
http://wiki.koha-community.org/wiki/Koha_on_Ubuntu#Ubuntu_Packages_for_Perl_Dependencies
2. Configuration of dependencies
2.1 Update root MySQL password
If during the installation of MySQL you were not prompted to
set the MySQL password:
$ sudo mysqladmin password <password>
2.2 Create the Koha database
Create the database and user with associated privileges. To do
this, decide on the koha database name, the koha user name, and
the koha user password. Substitute these into the following
commands:
$ mysql -u root -p
Enter mysql root password:
Welcome to the MySQL monitor. Commands end with ; or \g.
Your MySQL connection id is 42
Server version: 5.5.24-0ubuntu0.12.04.1 (Ubuntu)
Copyright (c) 2000, 2011, Oracle and/or its affiliates. All rights reserved.
Oracle is a registered trademark of Oracle Corporation and/or its
affiliates. Other names may be trademarks of their respective
owners.
Type 'help;' or '\h' for help. Type '\c' to clear the current input statement.
mysql> CREATE DATABASE {kohadatabasename};
mysql> SHOW DATABASES;
mysql> CREATE user '{kohauserbasename}'@'localhost' IDENTIFIED by '{kohauserpassword}';
mysql> GRANT ALL ON {kohadatabasename}.* TO '{kohausername}'@'localhost' IDENTIFIED BY '{kohauserpassword}';
mysql> USE mysql;
mysql> SELECT host,user FROM user;
mysql> DELETE FROM user WHERE user='';
mysql> SELECT host,user FROM user;
mysql> FLUSH PRIVILEGES;
mysql> QUIT
For further explanation of these commands see:
http://wiki.koha-community.org/wiki/Koha_on_Ubuntu#Create_MySQL_Database_and_Grant_Privileges
2.3 Test your SAX Parser and correct where necessary
You must be sure you're using the XML::LibXML SAX parser, not
Expat or PurePerl, both of which have outstanding bugs with
pre-composed characters. Test your SAX parser by running:
$ ./misc/sax_parser_print.pl
If your setup is wrong, the script will output something like:
Koha wants something like:
XML::LibXML::SAX::Parser=HASH(0x81fe220)
You have:
XML::SAX::Expat=HASH(0x1a94e88)
Looks bad, check INSTALL.* documentation.
It means you are using Expat (it could also say PurePerl).
You'll need to edit your ini file, located at:
/etc/perl/XML/SAX/ParserDetails.ini
Move the entire section for '[XML::LibXML::SAX::Parser]' to the
bottom of the ini file. Then run the script again. The output
should look like this:
$ misc/sax_parser_print.pl
Koha wants something like:
XML::LibXML::SAX::Parser=HASH(0x81fe220)
You have:
XML::LibXML::SAX::Parser=HASH(0x16dfee8)
Looks good.
For further details see:
http://wiki.koha-community.org/wiki/Koha_on_Ubuntu#Test_to_make_sure_the_SAX_Parser_is_setup_correctly
3. Run the Koha installer
Add a user for installing koha and running zebra:
$ sudo adduser koha
Build and install Koha:
$ perl Makefile.PL
( answer questions )
$ make
$ make test
$ sudo make install
4. Configure and start Apache
This will help make koha available to be a website:
$ sudo ln -s /etc/koha/koha-httpd.conf /etc/apache2/sites-available/koha
NOTE: the path to koha-httpd.conf may be different depending on
your installation choices.
Make sure you have this lines in /etc/apache2/ports.conf:
Listen 80
Listen 8080
Add the missing one.
The default installation of Koha does not use named virtual
hosts. If you will not be running named virtual hosts, comment
out the following line:
NameVirtualHost *:80
Run the following commands:
$ sudo a2enmod rewrite deflate
$ sudo a2ensite koha
$ sudo apache2ctl restart
Note: you may still see the usual Apache default site if your
VirtualHost configuration isn't correct. The command
"sudo a2dissite default" may be a quick fix, but may have
side-effects. See the Apache HTTPD manual section on
virtual hosts for full instructions.
5. Configure and start Zebra
This process send responses to search requests sent by Koha or
Z39.50/SRU/SRW clients.
NOTE: the user you run Zebra as will be the only user with
write permission on the Zebra index; in development mode,
you may wish to use your system user.
5.1 Zebra Search Server
Set the zebra daemon to run on start:
$ sudo ln -s /usr/share/koha/bin/koha-zebra-ctl.sh /etc/init.d/koha-zebra-daemon
$ sudo update-rc.d koha-zebra-daemon defaults
$ sudo /etc/init.d/koha-zebra-daemon start
NOTE: change the path to koha-zebra-ctl.sh to match your setup
if not using the default.
5.2 Zebra Indexer
There are two ways to do this. ONLY DO ONE! DO NOT DO BOTH!
Option 1:
You can configure zebra-indexing as an background daemon, see
http://wiki.koha-community.org/wiki/Background_indexing_with_Zebra
Option 2:
Add an entry in Koha user crontab to scheduled
added/updated/deleted records indexing by Zebra with this
command:
<path/to/koha>/misc/migration_tools/rebuild_zebra -z -b -a
See check misc/cronjobs/crontab.example for usage examples.
NOTE: This job should be setup under the kohauser
(the default is 'koha').
6. Run the Web Installer, populate the database,
initial configuration of settings
The hope is that your server is accessible via a nice browser
somewhere. If not, install lynx to finish the web install on
your Koha server:
$ sudo apt-get install lynx
Point your browser to http://<servername>:8080/
If you installed lynx, and are using defaults, it might be
something like:
$ lynx http://127.0.1.1:8080/
It should redirect you to the Web Installer where you can
continue the setup. You can install the sample data for
libraries, patrons, etc. via the Web Installer
7. Install additional languages
In your install directory you can run this commands to have
your Koha setup translated to your language:
Set your environment variables:
$ export KOHA_CONF=/etc/koha/sites/koha/koha-conf.xml
$ export PERL5LIB=/usr/share/koha/lib/
NOTE: the path to koha-conf.xml may be different depending on
your installation choices.
Run the translator script:
$ cd /usr/share/koha/misc/translator
$ perl translate install <language-code>
<language-code> must be one of the included in the
misc/translator/po directory.
NOTE: You can add as many languages as you need. In order to
use them you will have to enable them first in the
'I18N/L10N' section of the Koha preferences.
8. What next?
NOTE: You can use the 'Stage MARC records for import' from the
Tools area of Koha's Staff Client to import a batch of
MARC records, rather than these instructions.
Once the installer has completed, you can import and index MARC
records from the command line thusly:
$ export KOHA_CONF=/usr/share/koha/etc/koha-conf.xml
NOTE: use the correct path to your koha-conf.xml
8.1 Import
Bibliographic data in MARC21 format:
$ misc/migration_tools/bulkmarcimport.pl -file /path/to/marc.iso2709
Authority data in MARC21 format:
$ misc/migration_tools/bulkauthimport.pl -file /path/to/auth.iso2709
8.2 Fast Index:
NOTE: This script must be run as the kohauser otherwise
permission errors and indexing problems will follow.
(the default is 'koha' -- see step 3).
$ misc/migration_tools/rebuild_zebra.pl -b -w
Once the indexing has completed, you will be able to search for
records in your system.
8.3 Public Z39.50/SRU server
To enable public Z39.50/SRU servers, you'll need to edit your
koha-conf.xml and change the <listen> options to listen on a
TCP port; then restart the zebra daemon.
UPGRADE
=================================================================
If you are running in another language other than English,
please switch to English before doing the upgrade, the
templating system has changed and the templates will need to be
regenerated.
Once you have upgraded, please regenerate your templates in
your chosen languages.
1. Install new Perl dependencies
If you are upgrading from a previous installation of Koha 3.x,
you can use the following to identify new Perl dependencies:
$ ./koha_perl_deps.pl -u -m
Install any missing modules using the instructions on sections
1.6 and 1.7.
2. Upgrade Koha
$ perl Makefile.PL --prev-install-log /path/to/koha-install-log
$ make
$ make test
$ sudo make upgrade
3. Pre-3.4 upgrades
Koha 3.4.x or later no longer stores items in biblio records so
if you are upgrading from an older version as part of the
upgrade you will need to do the following two steps, they can
take a long time (several hours) to complete for large
databases:
$ misc/maintenance/remove_items_from_biblioitems.pl --run
$ misc/migration_tools/rebuild_zebra.pl -b -r
Uninstall Instructions
=================================================================
1. Stop Services:
Firstly, remove the apache website:
$ sudo a2dissite koha
$ sudo rm /etc/apache2/sites-available/koha
$ sudo apache2ctl restart
Next, remove the koha-zebra-daemon:
$ sudo update-rc.d koha-zebra-daemon remove
$ sudo rm /etc/init.d/koha-zebra-daemon
2a. Remove Database:
Remember the <kohauser>, <kohapassword, and <kohadatabasename>
need to be substituted on the following commands:
$ mysql -u<kohauser> -p<kohapassword>
mysql> drop database <kohadatabasename>;
2b. Remove Indexes:
To help determine what <prefix> should be substituted with,
run the following command:
$ sudo find / -name "zebra-biblios.cfg"
/etc/koha/zebradb/zebra-biblios.cfg
/home/user/koha-3.08.03/etc/zebradb/zebra-biblios.cfg
/home/user/koha-3.08.03/blib/ZEBRA_CONF_DIR/zebra-biblios.cfg
There may be three copies, two of which will likely be in the
user account that installed Koha. In this example, our <prefix>
is '/etc/koha'.
Once you know the value of prefix, run these commands
substituting in the correct value:
$ zebraidx -c <prefix>/zebradb/zebra-biblios.cfg -g iso2709 -d biblios init
$ zebraidx -c <prefix>/zebradb/zebra-authorities.cfg -g iso2709 -d authorities init
3. Remove Koha Install Directories and Configuration Files
Don't forget about any crontab entries
Tested on the following operating environments
=================================================================
- Ubuntu Precise Pangolin 12.04
Installer Bug reports
=================================================================
Please log any installer bug reports at
http://bugs.koha-community.org
Other Notes
=================================================================
This file is part of Koha
Koha is free software; you can redistribute it and/or modify it
under the terms of the GNU General Public License as published by
the Free Software Foundation; either version 2 of the License, or
(at your option) any later version.
Koha is distributed in the hope that it will be useful, but
WITHOUT ANY WARRANTY; without even the implied warranty of
MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
GNU General Public License for more details.
You should have received a copy of the GNU General Public License
along with Koha; if not, write to the Free Software Foundation:
Free Software Foundation
51 Franklin Street, Fifth Floor
Boston, MA 02110-1301
USA
Or visit their website: http://www.fsf.org/

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=============================
Installation Guide for Installing Koha on Ubuntu Lucid Lynx (10.04 LTS) with MySQL 5
=============================
Copyright (C) 2007, 2008 LibLime (http://liblime.com)
Some parts copyright 2010 Chris Nighswonger
Original author: Joshua Ferraro
Modified for Ubuntu by: Chris Nighswonger (cnighswonger AT foundations DOT edu)
Feedback/bug reports: Koha Developer's List:
http://lists.koha-community.org/cgi-bin/mailman/listinfo/koha-devel
This document last modified: 20 Marchp 2012
Installation Instructions
=============================
All commands can be performed as a system user with sudo privileges,
as indicated or by running the command directly as root.
1. Prepare System and Install Dependencies
1.1 Install Ubuntu Lucid Lynx via CD
See http://www.ubuntu.com/getubuntu/download
1.2 Set up your locale
Your locale should be set to UTF-8, as should Apache2 and MySQL 5.
This step is VERY IMPORTANT for a UNICODE compliant system. Please
read over the following document carefully:
http://wiki.koha-community.org/wiki/Encoding_and_Character_Sets_in_Koha
You can verify your system locale by typing the following command:
$ locale
IMPORTANT: You _MUST_ follow all the steps outlined there for
Apache2, MySQL 5, etc. BEFORE you install Koha.
1.3 Get Koha
1.3.1 Option A: Download Koha via Git (optional)
$ sudo apt-get install git-core git-email
$ git clone git://git.koha-community.org/koha.git kohaclone
$ cd kohaclone
$ git checkout -b myinstall origin
Note: for more information about Git, please see the Koha Git Usage Guide:
http://wiki.koha-community.org/wiki/Version_Control_Using_Git
1.3.2 Option B: Download Koha from http://download.koha-community.org
$ wget http://download.koha-community.org/koha-3.02.00.tar.gz
( Note: use the latest stable version)
1.4 Install additional Ubuntu dependencies
IMPORTANT: You should only use CPAN for Perl dependencies which are NOT
available from the package maintainer. You have been warned!
Using the ubuntu.packages file included in the Koha source tree,
run the following:
$ sudo dpkg --set-selections < install_misc/ubuntu.packages
Now start dselect (you may need to 'sudo apt-get install dselect'):
$ sudo dselect
Choose [I]nstall and accept packages to be installed (hit return)
(may take a while)
Choose [C]onfigure, [R]emove and [Q]uit until dselect has completed.
Note: If you are installing on an older version of Ubuntu, not all of the
packages listed in ubuntu.packages may be available as packages. You
will want to verify which ones are installed and which ones not.
This can be done by running the following command:
$ install_misc/ubuntu-pkg-check.sh | grep none
When tracking down any "(none)" results, note that sometimes Ubuntu does the
right thing and installs a later, differently named version of the package in
place. To see if this is happening, it is useful to run a command like:
$ dpkg --get-selections | grep [base_package_name]
1.5 Install Perl dependencies that aren't packaged into Ubuntu Lucid Lynx
sources
Run the following command:
$ sudo cpan HTTP::OAI Locale::Currency::Format Memoize::Memcached \
PDF::API2::Simple Storable Text::CSV::Encoded CHI \
CHI::Driver::Memcached
Note: you may need to run CPAN initialization if you've not run cpan
before:
/etc/perl/CPAN/Config.pm initialized.
CPAN is the world-wide archive of perl resources. It consists of about
100 sites that all replicate the same contents all around the globe.
Many countries have at least one CPAN site already. The resources
found on CPAN are easily accessible with the CPAN.pm module. If you
want to use CPAN.pm, you have to configure it properly.
If you do not want to enter a dialog now, you can answer 'no' to this
question and I'll try to autoconfigure. (Note: you can revisit this
dialog anytime later by typing 'o conf init' at the cpan prompt.)
Are you ready for manual configuration? [yes]
When the configuration is completed CPAN will install the Perl modules.
2. Configuration of dependencies
2.1 Update root MySQL password (if dselect didn't do it for you already)
$ sudo mysqladmin password <password>
2.2 Create the Koha database
Create the database and user with associated privileges:
$ mysqladmin -uroot -p<password> create <kohadatabasename>
$ mysql -uroot -p<password>
Welcome to the MySQL monitor. Commands end with ; or \g.
Your MySQL connection id is 22
Server version: 5.0.32-Debian_7etch3-log Debian etch distribution
Type 'help;' or '\h' for help. Type '\c' to clear the buffer.
mysql> grant all on <kohadatabasename>.* to '<kohadatabaseuser>'@'localhost' identified by '<kohadatabaseuserpassword>';
Query OK, 0 rows affected (0.00 sec)
mysql> flush privileges;
Query OK, 0 rows affected (0.00 sec)
mysql> quit
2.3 Test your SAX Parser and correct where necessary
You must be sure you're using the XML::LibXML SAX parser, not Expat or
PurePerl, both of which have outstanding bugs with pre-composed
characters. You can test your SAX parser by running:
$ cd koha
$ misc/sax_parser_print.pl
You should see something like::
XML::LibXML::SAX::Parser=HASH(0x81fe220)
If you're using PurePerl or Expat, you'll need to edit your
ini file, typically located at:
/etc/perl/XML/SAX/ParserDetails.ini
You will need to move the entire section for '[XML::LibXML::SAX::Parser]'
to the bottom of the ini file.
3. Run the Koha installer
$ perl Makefile.PL
( answer questions )
$ make
$ make test
$ sudo make install
4. Configure and start Apache
$ sudo ln -s /etc/koha/koha-httpd.conf /etc/apache2/sites-available/koha
(note that the path to koha-httpd.conf may be different depending on your
installation choices)
Add the following lines to /etc/apache2/ports.conf:
Listen 80
Listen 8080
If not running named virtual hosts (The default koha installation does not use
named virtual hosts.), comment out the following line:
NameVirtualHost *:80
Run the following commands:
$ sudo a2enmod rewrite deflate
$ sudo a2ensite koha
$ sudo apache2ctl restart
Note: you may still see the usual Apache default site if your VirtualHost
configuration isn't correct. The command "sudo a2dissite default" may be a
quick fix, but may have side-effects. See the Apache HTTPD manual section on
virtual hosts for full instructions.
5. Configure and start Zebra
Note: it's recommended that you daemonize the Zebra process and add it to your
startup profile. For a non-production test/development installation, running
Zebra from the command line can be useful. Pick from the two available options
below, or roll your own :-)
Note: it's also recommended that you create a Koha system user, which you will
have specified during the install process. Alternatively, Zebra can be
configured to run as the root user.
To add a user do:
$ sudo adduser koha
Option 1: run the Zebra processes from the command line:
5.1.1 Zebra Search Server
This process send responses to search requests sent by Koha or
Z39.50/SRU/SRW clients.
$ sudo -u ${KOHA_USER} zebrasrv -f /etc/koha/koha-conf.xml
(note that the path to koha-conf.xml may be different depending on your
installation choices)
Note: the user you run Zebra as will be the only user with write permission
on the Zebra index; in development mode, you may wish to use your
system user.
5.1.2 Zebra Indexer
Added/updated/deleted records in Koha MySQL database must be indexed
into Zebra. A specific script must be launched each time a bibliographic
or an authority record is edited.
$ sudo -u ${KOHA_USER} misc/migration_tools/rebuild_zebra -z -b -a
NOTE: This script should be run as the kohauser (the default is 'koha').
Option 2: run the Zebra process as a daemon, and add to startup process:
Note that references to $SCRIPT_DIR refer to the directory where
Koha's command-line scripts are installed, e.g., /usr/share/koha/bin.
5.2.1 Zebra Search Server
$ sudo ln -s ${SCRIPT_DIR}/koha-zebra-ctl.sh /etc/init.d/koha-zebra-daemon
(Note: ${SCRIPT_DIR} is /usr/share/koha/bin/ by default in a standard install)
$ sudo update-rc.d koha-zebra-daemon defaults
( Note: see man chkconfig(8) on other distros )
$ sudo ${SCRIPT_DIR}/koha-zebra-ctl.sh start
5.2.2 Zebra Indexer
Add an entry in Koha user crontab to scheduled added/updated/deleted records
indexing by Zebra with this command:
<path/to/koha>/misc/migration_tools/rebuild_zebra -z -b -a
See check misc/cronjobs/crontab.example for usage examples.
NOTE: This job should be setup under the kohauser (the default is 'koha').
You can also configure zebra-indexing as an background daemon, see http://wiki.koha-community.org/wiki/Background_indexing_with_Zebra
6. Run the Web Installer, populate the database, initial configuration of settings
Point your browser to http://<servername>:8080/
It should redirect you to the Web Installer where you can continue the setup.
You can install the sample data for libraries, patrons, etc. via the Web Installer
7. What next?
Once the installer has completed, you can import and index MARC records from the
command line thusly (Note: you can also use the 'Stage MARC records for import' from
the Tools area of Koha's Staff Client to import a batch of MARC records):
$ export KOHA_CONF=/usr/share/koha/etc/koha-conf.xml
(note: use the correct path to your koha-conf.xml)
7.1 Import:
Bibliographic data in MARC21 format
$ misc/migration_tools/bulkmarcimport.pl -file /path/to/marc.iso2709
Authority data in MARC21 format
$ misc/migration_tools/bulkauthimport.pl -file /path/to/auth.iso2709
7.2 Fast Index:
$ misc/migration_tools/rebuild_zebra.pl -b -w
Once the indexing has completed, you will be able to search for records in your system.
NOTE: This script should be run as the kohauser (the default is 'koha').
7.3 Schedule regular index updates
You need to run rebuild_zebra.pl -b -a -z as a regular cron job in orde to pick up new bibs
and items as you add them. Check misc/cronjobs/crontab.example for usage examples. See 7.0 above.
NOTE: This job should be setup under the kohauser (the default is 'koha').
You can also indexing in background, see 5.2.2 above
7.4 To enable public Z39.50/SRU servers, you'll need to edit your koha-conf.xml and
change the <listen> options to listen on a TCP port; then restart the zebra daemon.
UPGRADE
=======
If you are running in another language other than english, please
switch to english before doing the upgrade, the templating system has
changed and the templates will need to be regenerated.
Once you have upgraded, please regenerate your templates in your
chosen languages.
If you are upgrading from a previous installation of Koha 3.x, you can
use the following:
./koha_perl_deps.pl -u -m # to identify new Perl dependencies
Install any missing modules
IMPORTANT: Koha 3.6.x uses Template::Toolkit, this must be installed
before the webinstaller can run
sudo apt-get install libtemplate-perl
Koha 3.4.x or later no longer stores items in biblio records so
if you are upgrading from an older version as part of the
upgrade you will need to do the following two steps, they can take a
long time (several hours) to complete for large databases
misc/maintenance/remove_items_from_biblioitems.pl --run
misc/migration_tools/rebuild_zebra.pl -b -r
Uninstall Instructions
=============================
1) Stop Services:
$ sudo a2dissite koha
$ sudo rm /etc/apache2/sites-available/koha
$ sudo apache2ctl restart
$ sudo update-rc.d koha-zebra-daemon remove
$ sudo rm /etc/init.d/koha-zebra-daemon
2) Remove Database and Indexes
# MySQL
$ mysql -u<kohauser> -p<kohapassword>
> drop database koha;
# Zebra Indexes
$ zebraidx -c <prefix>/etc/zebradb/zebra-biblios.cfg -g iso2709 -d biblios init
$ zebraidx -c <prefix>/etc/zebradb/zebra-authorities.cfg -g iso2709 -d authorities init
3) Remove Koha Install Directories and Configuration Files
Don't forget about any crontab entries
Tested on the following operating environments
==============================================
- Ubuntu Jaunty Jackalope 9.04
Installer Bug reports
=====================
Please log any installer bug reports at http://bugs.koha-community.org
Other Notes
=====================
This file is part of Koha
Koha is free software; you can redistribute it and/or modify it under the
terms of the GNU General Public License as published by the Free Software
Foundation; either version 2 of the License, or (at your option) any later
version.
Koha is distributed in the hope that it will be useful, but WITHOUT ANY
WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS FOR
A PARTICULAR PURPOSE. See the GNU General Public License for more details.
You should have received a copy of the GNU General Public License along
with Koha; if not, write to the Free Software Foundation, Inc.,
51 Franklin Street, Fifth Floor, Boston, MA 02110-1301 USA.