Bug 6989 Patron categories not properly displayed if not pure ASCII

[koha.git] / INSTALL.ubuntu

=============================
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-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 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/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 <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.

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<password>

    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 '<old setting>'

    (restore this setting so as to not interfere with future CPAN installs).


Finally, remove the test database:

    $ mysql -uroot -p<password>

    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 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:

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:

  <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

    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').

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

 perl Makefile.PL --prev-install-log /path/to/koha-install-log
 make
 make test
 sudo make upgrade

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.