============================= Installation Guide for Installing Koha on Ubuntu Jaunty (9.04) 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: 19 May 2010 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 Jaunty 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.org/doku.php?id=encodingscratchpad 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 Install the Yaz and Zebra packages Run the following command to update your system: $ sudo apt-get update $ sudo apt-get install yaz idzebra-2.0 idzebra-2.0-doc 1.4 Get Koha 1.4.1 Option A: Download Koha via Git (optional) $ sudo apt-get install git-core git-email $ git clone git://git.koha-community.org/pub/scm/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 1.4.2 Option B: Download Koha from http://download.koha-community.org $ wget http://download.koha-community.org/koha-3.00.02.tar.gz ( Note: use the latest stable version) 1.5 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. 1.6 Install Perl dependencies that aren't packaged into Ubuntu Jaunty sources Run the following command: $ sudo cpan MARC::Crosswalk::DublinCore GD GD::Barcode::UPCE Email::Date \ HTML::Scrubber Algorithm::CheckDigits::M43_001 Biblio::EndnoteStyle \ Locale::Currency::Format 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 2.2 Create the Koha database Create the database and user with associated privileges: $ mysqladmin -uroot -p create $ mysql -uroot -p 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 .* to ''@'localhost' identified by ''; 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. 2.4 Install DBD::mysql Perl module 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: (1) install without test suite, (2) install with test suite requiring a test MySQL DB creation. 2.4.1 Install without test suite Force install DBD::mysql: $ sudo cpan cpan> force install DBD::mysql 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: $ mysql -uroot -p Create the database and user with associated privileges: 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> create database test; Query OK, 1 row affected (0.00 sec) 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) mysql> flush privileges; Query OK, 0 rows affected (0.00 sec) mysql> quit Next install DBD::mysql: $ sudo cpan cpan> o conf makepl_arg (get current value of this CPAN parameter) cpan> o conf makepl_arg "--testdb=test --testuser=test --testpass=test" cpan> install DBD::mysql cpan> o conf makepl_arg '' OR cpan> o conf makepl_arg '' (restore this setting so as to not interfere with future CPAN installs). Finally, remove the test database: $ mysql -uroot -p mysql> drop database test; Query OK, 1 row affected (0.00 sec) mysql> exit Bye 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 $ 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: 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. 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. 1.1 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 1.2 Zebra Indexer Add an entry in Koha user crontab to scheduled added/updated/deleted records indexing by Zebra with this command: /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 Point your browser to http://: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'). 7.4 To enable public Z39.50/SRU servers, you'll need to edit your koha-conf.xml and change the options to listen on a TCP port; then restart the zebra daemon. UPGRADE ======= If you are upgrading from a previous installation of Koha 3, you can use the following: perl Makefile.PL --prev-install-log /path/to/koha-install-log make make test sudo make upgrade 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 -p > drop database koha; # Zebra Indexes $ zebraidx -c /etc/zebradb/zebra-biblios.cfg -g iso2709 -d biblios init $ zebraidx -c /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.