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============================= |
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================================================================= |
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Installation Guide for Installing Koha on Ubuntu Jaunty (9.04) with MySQL 5 |
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Instructions for Installing Koha from Source |
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============================= |
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================================================================= |
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Copyright (C) 2007, 2008 LibLime (http://liblime.com) |
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INTRODUCTION |
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Some parts copyright 2010 Chris Nighswonger |
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================================================================= |
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|
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|
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Original author: Joshua Ferraro |
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These are the instructions for installing Koha from source. They |
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Modified for Ubuntu by: Chris Nighswonger (cnighswonger AT foundations DOT edu) |
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have been tested using Ubuntu 12.04 LTS. The copyright, |
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licensing, and other details have been put at the end, so the |
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installation can be started as soon as possible. |
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|
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Feedback/bug reports: Koha Developer's List: |
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'nano' is a generic text editor. Please feel free to substitute |
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http://lists.koha-community.org/cgi-bin/mailman/listinfo/koha-devel |
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your favourite editor (vi, emacs, gedit, or etc.). |
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|
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To install Koha for production, it is recommended that you use |
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packages. Installing from packages is not the same as installing |
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from source. These are not your recommended instructions for |
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production servers. |
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|
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To help assist with the development and improvement of Koha, |
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continue with these instructions and read more about version |
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control using git! A link to this cna be found at: |
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http://wiki.koha-community.org/wiki/Version_Control_Using_Git |
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|
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These instructions are intended for those who are skilled. |
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They can be used to set up a development system. This install |
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may not be as easy or smooth as you wish. This is to be expected |
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when installing from source. |
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|
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|
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NOTATION |
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================================================================= |
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|
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Commands are indented by 4 spaces, and should be relately obvious |
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as commands. Commands may have blank lines between them to |
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indicate that you should not just copy and paste the entire block |
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of commands. |
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|
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File contents will be surrounded by the plus symbols with a |
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"FILE FULL" or "FILE PARTIAL" and the filename above the plus |
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symbols surrounding file contents. |
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|
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Koha is released monthly, so keeping documentation up to date |
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is difficult. The convention is to replace the last number with |
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an x. For example, the current version is part of the 3.14.x |
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series and the former stable version is the 3.12.x series. |
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|
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|
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INSTALL UBUNTU |
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================================================================= |
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|
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These instructions assume that you have already installed Ubuntu |
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from the official site: http://www.ubuntu.com/download/server |
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|
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There is no need to install extra packages during the Ubuntu |
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installation. Apache2 and MySQL will be installed in the |
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instructions later. |
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|
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Installing a mail transfer agent before installing Koha will |
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prevent the installation of nullmailer. Such an installation |
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and configuration of a mail transfer agent is beyond the |
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scope of this document. Consult your system administrator, |
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network administrator, or IT Department for assistance as needed. |
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|
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These instructions assume you created a user account with your |
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login in credentials and not one called koha. This is to prevent |
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the system user koha from having more permissions than it should. |
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|
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This document last modified: 20 March 2010 |
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Installation Instructions |
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ADD A KOHA COMMUNITY REPOSITORY |
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============================= |
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================================================================= |
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|
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All commands can be performed as a system user with sudo privileges, |
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These instructions still function even though the latest version |
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as indicated or by running the command directly as root. |
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of Debian is wheezy. If the version has changed again, please |
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confirm these instructions on the mailing list or IRC channel. |
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|
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1. Prepare System and Install Dependencies |
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To avoid getting prompted for a password in the middle of a |
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chain of commands type the following: |
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sudo ls |
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|
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1.1 Install Ubuntu Jaunty via CD |
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IF YOU ARE DOING A STANDARD (tarball) INSTALL use the following |
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command: |
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echo deb http://debian.koha-community.org/koha squeeze main | sudo tee /etc/apt/sources.list.d/koha.list |
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|
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See http://www.ubuntu.com/getubuntu/download |
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IF YOU ARE DOING A DEV (typically git) INSTALL use the following |
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command: |
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echo deb http://debian.koha-community.org/koha squeeze-dev main | sudo tee /etc/apt/sources.list.d/koha.list |
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1.2 Set up your locale |
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To use the older stable release: |
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echo deb http://debian.koha-community.org/koha oldstable main | sudo tee /etc/apt/sources.list.d/koha.list |
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Intentionally not indented, as the others are preferred. |
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Your locale should be set to UTF-8, as should Apache2 and MySQL 5. |
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Add the key in gpg.asc to your APT trusted keys to avoid |
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This step is VERY IMPORTANT for a UNICODE compliant system. Please |
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warning messages on installation: |
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read over the following document carefully: |
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wget -O- http://debian.koha-community.org/koha/gpg.asc | sudo apt-key add - |
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|
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|
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http://wiki.koha-community.org/wiki/Encoding_and_Character_Sets_in_Koha |
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|
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You can verify your system locale by typing the following command: |
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UPDATE UBUNTU |
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================================================================= |
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|
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|
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$ locale |
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This process, particularly the upgrade step, may take a while. |
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|
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|
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IMPORTANT: You _MUST_ follow all the steps outlined there for |
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sudo apt-get update |
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Apache2, MySQL 5, etc. BEFORE you install Koha. |
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|
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1.3 Install the Yaz and Zebra packages |
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sudo apt-get upgrade |
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Run the following command to update your system: |
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sudo apt-get clean |
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|
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$ sudo apt-get update |
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$ sudo apt-get install yaz idzebra-2.0 idzebra-2.0-doc |
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1.4 Get Koha |
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DOWNLOAD THE LATEST KOHA RELEASE |
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================================================================= |
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1.4.1 Option A: Download Koha via Git (optional) |
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There are two ways to grab the source, either by using git |
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or by downloading the .tar.gz file. Git is recommended for a |
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development environment. |
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|
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$ sudo apt-get install git-core git-email |
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IF YOU ARE DOING A DEV INSTALLATION: |
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$ git clone git://git.koha-community.org/koha.git kohaclone |
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Downloading Source Via Git |
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$ cd kohaclone |
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================================================================= |
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$ git checkout -b myinstall origin |
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Note: for more information about Git, please see the Koha Git Usage Guide: |
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Please see the following wiki page, following the instructions up |
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to "git checkout -b mywork origin". |
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http://wiki.koha-community.org/wiki/Version_Control_Using_Git |
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|
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|
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http://wiki.koha-community.org/wiki/Version_Control_Using_Git |
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IF YOU ARE DOING A STANDARD INSTALLATION: |
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Downloading Source Via Tarball |
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================================================================= |
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|
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|
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1.4.2 Option B: Download Koha from http://download.koha-community.org |
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wget http://download.koha-community.org/koha-latest.tar.gz |
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tar xvf koha-latest.tar.gz |
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ls |
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|
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|
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$ wget http://download.koha-community.org/koha-3.00.02.tar.gz |
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NOTE: You need to cd into the koha directory, but since the |
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( Note: use the latest stable version) |
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version changes, you'll know by the ls command what it is. |
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|
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|
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1.5 Install additional Ubuntu dependencies |
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|
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|
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IMPORTANT: You should only use CPAN for Perl dependencies which are NOT |
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INSTALL DEPENDENCIES |
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available from the package maintainer. You have been warned! |
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================================================================= |
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|
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|
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Using the ubuntu.packages file included in the Koha source tree, |
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Dependencies from Repository |
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run the following: |
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================================================================= |
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|
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|
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$ sudo dpkg --set-selections < install_misc/ubuntu.packages |
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The repository added has koha-deps and koha-perldeps packages |
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which make it very easy. Type the following: |
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sudo apt-get install koha-deps koha-perldeps make |
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|
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Now start dselect (you may need to 'sudo apt-get install dselect'): |
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Check For Missing Dependencies |
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================================================================= |
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|
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$ sudo dselect |
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Check everything was installed, by running the test script to |
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identifty missing libraries: |
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./koha_perl_deps.pl -m -u |
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Choose [I]nstall and accept packages to be installed (hit return) |
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Install any required libraries that are missing. It is a good |
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idea to install optional ones that are easily found as well. |
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(may take a while) |
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Choose [C]onfigure, [R]emove and [Q]uit until dselect has completed. |
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CREATE MYSQL DATABASE AND GRANT PRIVILEGES |
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================================================================= |
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|
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1.6 Install Perl dependencies that aren't packaged into Ubuntu Jaunty |
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Create MySQL Database |
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sources |
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================================================================= |
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|
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|
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Run the following command: |
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If you have difficulty accessing MySQL's root acount, perhaps |
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this Ubuntu page on resetting the root password may help. |
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https://help.ubuntu.com/community/MysqlPasswordReset |
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|
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|
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$ sudo cpan GD GD::Barcode::UPCE Algorithm::CheckDigits::M43_001 CHI CHI::Driver::Memcached |
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mysql -u root -p |
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|
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|
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Note: you may need to run CPAN initialization if you've not run cpan |
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CREATE DATABASE kohadata; |
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before: |
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|
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/etc/perl/CPAN/Config.pm initialized. |
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The koha database has now been created with the name kohadata. |
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|
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|
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CPAN is the world-wide archive of perl resources. It consists of about |
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Create User and Grant Permissions |
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100 sites that all replicate the same contents all around the globe. |
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================================================================= |
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Many countries have at least one CPAN site already. The resources |
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found on CPAN are easily accessible with the CPAN.pm module. If you |
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want to use CPAN.pm, you have to configure it properly. |
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|
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|
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If you do not want to enter a dialog now, you can answer 'no' to this |
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Continue entering MySQL commands. SUBSTITUTE A PASSWORD OF YOUR |
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question and I'll try to autoconfigure. (Note: you can revisit this |
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CHOICE FOR THE {KOHA USER PASSWORD}'S IN THE FOLLOWING COMMANDS: |
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dialog anytime later by typing 'o conf init' at the cpan prompt.) |
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Are you ready for manual configuration? [yes] |
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CREATE user 'koha'@'localhost' IDENTIFIED by '{KOHA USER PASSWORD}'; |
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GRANT ALL ON kohadata.* TO 'koha'@'localhost' IDENTIFIED BY '{KOHA USER PASSWORD}'; |
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FLUSH PRIVILEGES; |
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QUIT |
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|
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|
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When the configuration is completed CPAN will install the Perl modules. |
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The koha administrative user has now been created with the name |
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koha and the password of your choosing. |
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|
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2. Configuration of dependencies |
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|
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2.1 Update root MySQL password (if dselect didn't do it for you already) |
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CONFIGURE KOHA |
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================================================================= |
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|
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|
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$ sudo mysqladmin password <password> |
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User/Group Environment Variables |
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================================================================= |
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|
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2.2 Create the Koha database |
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IF YOU ARE DOING A DEV INSTALLATION, then create some |
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environment variables for the process to pick up and use later: |
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export __KOHA_USER__=$USER |
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export __KOHA_GROUP__=$USER |
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echo $USER |
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|
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|
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Create the database and user with associated privileges: |
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The output of the echo command should match your user id, |
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and since the user id and group id are generally the same for |
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a freshly created account, this will make sure the indexing |
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happens as this account. |
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$ mysqladmin -uroot -p<password> create <kohadatabasename> |
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IF YOU ARE DOING A STANDARD INSTALLATION, then create a |
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$ mysql -uroot -p<password> |
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seperate koha system user: |
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sudo adduser koha |
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|
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|
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Welcome to the MySQL monitor. Commands end with ; or \g. |
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There is no need to set the following environment variables, |
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Your MySQL connection id is 22 |
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because koha is the default account to use. |
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Server version: 5.0.32-Debian_7etch3-log Debian etch distribution |
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|
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Type 'help;' or '\h' for help. Type '\c' to clear the buffer. |
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|
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mysql> grant all on <kohadatabasename>.* to '<kohadatabaseuser>'@'localhost' identified by '<kohadatabaseuserpassword>'; |
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GENERATE MAKE FILE |
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Query OK, 0 rows affected (0.00 sec) |
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================================================================= |
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|
217 |
|
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mysql> flush privileges; |
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perl Makefile.PL |
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Query OK, 0 rows affected (0.00 sec) |
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mysql> quit |
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How you answer the first question will affect where things will |
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end up being placed. It is recommended that choose 'standard' if |
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you are doing a tarball install, and 'dev' if you are doing a |
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git install. |
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|
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|
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2.3 Test your SAX Parser and correct where necessary |
225 |
Answering the resulting questions requires thinking. Here are |
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some hints. |
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|
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|
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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: |
228 |
Recall that the database created is kohadata set in the Create |
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229 |
MySQL Database step. The username and password were set up in |
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the Create User and Grant Permissions step. |
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|
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|
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$ cd koha |
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Give some thought should be given to the MARC format desired |
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$ misc/sax_parser_print.pl |
233 |
and the method of character normalization (chr or icu), though |
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234 |
the defaults will work as MARC21 just fine. |
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|
235 |
|
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You should see something like:: |
236 |
Use the same username and password for the Zebra questions. |
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|
237 |
|
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XML::LibXML::SAX::Parser=HASH(0x81fe220) |
238 |
Don't worry about warnings generated by optional components. |
| 151 |
|
239 |
|
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If you're using PurePerl or Expat, you'll need to edit your |
|
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ini file, typically located at: |
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|
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|
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/etc/perl/XML/SAX/ParserDetails.ini |
241 |
BUILD AND TEST KOHA |
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================================================================= |
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|
243 |
|
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You will need to move the entire section for '[XML::LibXML::SAX::Parser]' to the bottom of the ini file. |
244 |
Having configured Koha, build it using the following command: |
|
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245 |
make |
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|
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|
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2.4 Install DBD::mysql Perl module |
247 |
Once this has successfully run, test Koha using the following command: |
|
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248 |
make test |
| 160 |
|
249 |
|
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In order to handle UTF-8 correctly, Koha requires at least version 4.004 |
250 |
Don't worry about the large number of scary warning scrolling |
| 162 |
of the DBD::mysql Perl module. However, Debian Etch has a stable package |
251 |
by. All that matters is "PASS" or "FAIL". |
| 163 |
only for version 3.0008, so it is necessary to install the module from CPAN. |
|
|
| 164 |
DBD::mysql's test suite needs to use a MySQL 'test' DB which doesn't exist |
| 165 |
anymore. So there are two options to install DBD::mysql: |
| 166 |
|
252 |
|
| 167 |
(1) install without test suite, |
253 |
If this fails, it is likely due to a failed dependency. Remember, |
| 168 |
(2) install with test suite requiring a test MySQL DB creation. |
254 |
a source installation is not always smooth. You can determine the |
|
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255 |
missing dependency by scrolling back and looking for something |
| 256 |
like: Can't locate Cache/Memcached/Fast.pm in @INC |
| 257 |
Install it, and try to build and test again. |
| 169 |
|
258 |
|
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2.4.1 Install without test suite |
|
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|
259 |
|
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Force install DBD::mysql: |
260 |
INSTALL KOHA |
|
|
261 |
================================================================= |
| 173 |
|
262 |
|
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$ sudo cpan |
263 |
Once the make test has successfully run, install Koha. |
| 175 |
cpan> force install DBD::mysql |
|
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|
264 |
|
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2.4.2 Create test database in order to install DBD::mysql |
265 |
IF YOU ARE DOING A DEV INSTALLATION, using the |
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|
266 |
following command (follow any on screen prompts): |
| 267 |
make install |
| 178 |
|
268 |
|
| 179 |
Because of DBD::mysql's test suite, it is necessary to temporarily create a |
269 |
No sudo is required as you have access to the directories |
| 180 |
test database and user: |
270 |
listed above. |
| 181 |
|
271 |
|
| 182 |
$ mysql -uroot -p<password> |
272 |
IF YOU ARE DOING A STANDARD INSTALLATION, using the |
|
|
273 |
following command (follow any on screen prompts): |
| 274 |
sudo make install |
| 183 |
|
275 |
|
| 184 |
Create the database and user with associated privileges: |
276 |
Once this has successfully run, Koha is almost installed. There |
|
|
277 |
are only a few more steps left. |
| 185 |
|
278 |
|
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Welcome to the MySQL monitor. Commands end with ; or \g. |
279 |
Near the end of this command, the output will have two lines |
| 187 |
Your MySQL connection id is 22 |
280 |
containing KOHA_CONF and PERL5LIB in them. Take note of the two |
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Server version: 5.0.32-Debian_7etch3-log Debian etch distribution |
281 |
export commands as you will need them for a later step. |
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|
282 |
|
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Type 'help;' or '\h' for help. Type '\c' to clear the buffer. |
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|
283 |
|
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mysql> create database test; |
284 |
PRE-WEB INSTALL SETUP |
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Query OK, 1 row affected (0.00 sec) |
285 |
================================================================= |
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|
286 |
|
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mysql> grant all on test.* to 'test'@'localhost' identified by 'test'; |
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UBUNTU MYSQL SECURITY TWEAK |
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Query OK, 0 rows affected (0.00 sec) |
288 |
================================================================= |
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(test database, user, and password can be different if need be) |
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|
289 |
|
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mysql> flush privileges; |
290 |
There is a security risk in Ubuntu's MySQL default set up. Type |
| 200 |
Query OK, 0 rows affected (0.00 sec) |
291 |
the following commands: |
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292 |
mysql -u root -p |
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|
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|
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mysql> quit |
294 |
USE mysql; |
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295 |
DELETE FROM user WHERE user=''; |
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FLUSH PRIVILEGES; |
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QUIT |
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|
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Next install DBD::mysql: |
299 |
The anonymous connections are now removed. |
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|
300 |
|
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$ sudo cpan |
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|
301 |
|
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cpan> o conf makepl_arg |
302 |
CONFIGURE SYSTEM WIDE ENVIRONMENT VARIABLES |
| 209 |
(get current value of this CPAN parameter) |
303 |
================================================================= |
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|
304 |
|
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cpan> o conf makepl_arg "--testdb=test --testuser=test --testpass=test" |
305 |
Running scripts and cron jobs requires environment variables set. |
|
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306 |
Use the following commands: |
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sudo nano /etc/environment |
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|
308 |
|
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cpan> install DBD::mysql |
309 |
IF YOU ARE DOING A DEV INSTALLATON: |
|
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310 |
FILE PARTIAL (ADD): /etc/environment |
| 311 |
+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ |
| 312 |
KOHA_CONF=/home/{YOUR USER NAME}/koha-dev/etc/koha-conf.xml |
| 313 |
KOHA_PATH=/home/{YOUR USER NAME}/kohaclone |
| 314 |
PERL5LIB=/home/{YOUR USER NAME}/kohaclone |
| 315 |
+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ |
| 316 |
NOTE: CHANGE {YOUR USER NAME} TO YOUR ACTUAL USER NAME! |
| 214 |
|
317 |
|
| 215 |
cpan> o conf makepl_arg '' |
318 |
IF YOU ARE DOING A STANDARD INSTALLATON: |
|
|
319 |
FILE PARTIAL (ADD): /etc/environment |
| 320 |
+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ |
| 321 |
KOHA_CONF=/etc/koha/koha-conf.xml |
| 322 |
KOHA_PATH=/usr/share/koha |
| 323 |
PERL5LIB=/usr/share/koha/lib |
| 324 |
+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ |
| 216 |
|
325 |
|
| 217 |
OR |
326 |
logout |
| 218 |
|
327 |
|
| 219 |
cpan> o conf makepl_arg '<old setting>' |
328 |
You need to logout and back in in order to get the environment |
|
|
329 |
variables values to be recognized. |
| 220 |
|
330 |
|
| 221 |
(restore this setting so as to not interfere with future CPAN installs). |
|
|
| 222 |
|
331 |
|
|
|
332 |
CONFIGURE AND START APACHE |
| 333 |
================================================================= |
| 223 |
|
334 |
|
| 224 |
Finally, remove the test database: |
335 |
Place Koha Site File |
|
|
336 |
================================================================= |
| 225 |
|
337 |
|
| 226 |
$ mysql -uroot -p<password> |
338 |
IF YOU ARE DOING A DEV INSTALLATION, use the following command: |
|
|
339 |
sudo ln -s ~/koha-dev/etc/koha-httpd.conf /etc/apache2/sites-available/koha |
| 227 |
|
340 |
|
| 228 |
mysql> drop database test; |
341 |
IF YOU ARE DOING A STANDARD INSTALLATION, use the following command: |
| 229 |
Query OK, 1 row affected (0.00 sec) |
342 |
sudo ln -s /etc/koha/koha-httpd.conf /etc/apache2/sites-available/koha |
| 230 |
|
343 |
|
| 231 |
mysql> exit |
344 |
Tweak Koha Site File |
| 232 |
Bye |
345 |
================================================================= |
| 233 |
|
346 |
|
| 234 |
3. Run the Koha installer |
347 |
The default file limits connections to those from 127.0.1.1 |
|
|
348 |
(or 127.0.0.1), which is rather difficult to test/use in a |
| 349 |
server environment. Edit the file: |
| 350 |
sudo nano /etc/apache2/sites-available/koha |
| 235 |
|
351 |
|
| 236 |
$ perl Makefile.PL |
352 |
/etc/apache2/sites-available/koha will have a line |
| 237 |
( answer questions ) |
353 |
that should have the IP address changed to a *. |
| 238 |
$ make |
354 |
FILE PARTIAL (CHANGE): /etc/apache2/sites-available/koha |
| 239 |
$ make test |
355 |
+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ |
| 240 |
$ sudo make install |
356 |
<VirtualHost *:80> |
|
|
357 |
+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ |
| 241 |
|
358 |
|
| 242 |
4. Configure and start Apache |
359 |
/etc/apache2/sites-available/koha will have another line |
| 243 |
$ sudo ln -s /etc/koha/koha-httpd.conf /etc/apache2/sites-available/koha |
360 |
that should have the IP address changed to a * |
| 244 |
(note that the path to koha-httpd.conf may be different depending on your |
361 |
FILE PARTIAL (CHANGE): /etc/apache2/sites-available/koha |
| 245 |
installation choices) |
362 |
+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ |
|
|
363 |
<VirtualHost *:8080> |
| 364 |
+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ |
| 246 |
|
365 |
|
| 247 |
Add the following lines to /etc/apache2/ports.conf: |
366 |
Setup Default Ports |
|
|
367 |
================================================================= |
| 248 |
|
368 |
|
| 249 |
Listen 80 |
369 |
sudo nano /etc/apache2/ports.conf |
| 250 |
Listen 8080 |
|
|
| 251 |
|
370 |
|
| 252 |
If not running named virtual hosts (The default koha installation does not use named virtual hosts.), comment out the following line: |
371 |
/etc/apache2/ports.conf must have two lines exactly like |
|
|
372 |
the following. Do not add them if they are already there. |
| 253 |
|
373 |
|
| 254 |
NameVirtualHost *:80 |
374 |
FILE PARTIAL (CONFIRM/ADD/CHANGE): /etc/apache2/ports.conf |
|
|
375 |
+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ |
| 376 |
Listen 80 |
| 377 |
Listen 8080 |
| 378 |
+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ |
| 255 |
|
379 |
|
| 256 |
Run the following commands: |
380 |
/etc/apache2/ports.conf does not require NameVirtualHost. |
|
|
381 |
Do not add it if it is missing or already there. Just |
| 382 |
prepend # accordingly. |
| 257 |
|
383 |
|
| 258 |
$ sudo a2enmod rewrite deflate |
384 |
FILE PARTIAL (CONFIRM/ADD/CHANGE): /etc/apache2/ports.conf |
| 259 |
$ sudo a2ensite koha |
385 |
+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ |
| 260 |
$ sudo apache2ctl restart |
386 |
#NameVirtualHost *:80 |
|
|
387 |
+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ |
| 261 |
|
388 |
|
| 262 |
Note: you may still see the usual Apache default site if your VirtualHost |
389 |
Disable Default Site |
| 263 |
configuration isn't correct. The command "sudo a2dissite default" may be a |
390 |
================================================================= |
| 264 |
quick fix, but may have side-effects. See the Apache HTTPD manual section on |
|
|
| 265 |
virtual hosts for full instructions. |
| 266 |
|
391 |
|
| 267 |
5. Configure and start Zebra |
392 |
These short instructions assume that the default site is |
|
|
393 |
not needed. Talk with your system administrator, network |
| 394 |
administrator, or IT Department to CONFIRM THIS BEFORE RUNNING |
| 395 |
the following command: |
| 396 |
sudo a2dissite 000-default |
| 268 |
|
397 |
|
| 269 |
Note: it's recommended that you daemonize the Zebra process and add it to your |
398 |
Enable Modules and Site |
| 270 |
startup profile. For a non-production test/development installation, running |
399 |
================================================================= |
| 271 |
Zebra from the command line can be useful. Pick from the two available options |
|
|
| 272 |
below, or roll your own :-) |
| 273 |
|
400 |
|
| 274 |
Note: it's also recommended that you create a Koha system user, which you will |
401 |
Now enable the apache modules this config needs, enable koha's |
| 275 |
have specified during the install process. Alternatively, Zebra can be |
402 |
configuration, and restart apache. |
| 276 |
configured to run as the root user. |
403 |
sudo a2enmod rewrite |
|
|
404 |
sudo a2enmod deflate |
| 405 |
sudo a2ensite koha |
| 406 |
sudo service apache2 restart |
| 277 |
|
407 |
|
| 278 |
To add a user do: |
|
|
| 279 |
|
408 |
|
| 280 |
$ sudo adduser koha |
409 |
SETUP ZEBRA |
|
|
410 |
================================================================= |
| 281 |
|
411 |
|
| 282 |
Option 1: run the Zebra processes from the command line: |
412 |
The zebra process send responses to search requests sent by Koha |
|
|
413 |
or Z39.50/SRU/SRW clients. |
| 283 |
|
414 |
|
| 284 |
5.1.1 Zebra Search Server |
415 |
The user you run Zebra as will be the only user with write |
|
|
416 |
permission on the Zebra index. For a standard installation, this |
| 417 |
should be the system user 'koha'. For a dev installation, this |
| 418 |
should be your system user. |
| 285 |
|
419 |
|
| 286 |
This process send responses to search requests sent by Koha or |
420 |
Start Zebra Server on Boot |
| 287 |
Z39.50/SRU/SRW clients. |
421 |
================================================================= |
| 288 |
|
422 |
|
| 289 |
$ sudo -u ${KOHA_USER} zebrasrv -f /etc/koha/koha-conf.xml |
423 |
IF YOU ARE DOING A DEV INSTALLATION, use this command: |
| 290 |
(note that the path to koha-conf.xml may be different depending on your |
424 |
sudo ln -s ~/koha-dev/bin/koha-zebra-ctl.sh /etc/init.d/koha-zebra-daemon |
| 291 |
installation choices) |
|
|
| 292 |
|
425 |
|
| 293 |
Note: the user you run Zebra as will be the only user with write permission |
426 |
IF YOU ARE DOING A STANDARD INSTALLATION, use this command: |
| 294 |
on the Zebra index; in development mode, you may wish to use your |
427 |
sudo ln -s /usr/share/koha/bin/koha-zebra-ctl.sh /etc/init.d/koha-zebra-daemon |
| 295 |
system user. |
|
|
| 296 |
|
428 |
|
| 297 |
5.1.2 Zebra Indexer |
429 |
Either installation method: |
|
|
430 |
sudo update-rc.d koha-zebra-daemon defaults |
| 431 |
sudo service koha-zebra-daemon start |
| 298 |
|
432 |
|
| 299 |
Added/updated/deleted records in Koha MySQL database must be indexed |
433 |
Configuring Zebra Indexing |
| 300 |
into Zebra. A specific script must be launched each time a bibliographic |
434 |
================================================================= |
| 301 |
or an authority record is edited. |
|
|
| 302 |
|
435 |
|
| 303 |
$ sudo -u ${KOHA_USER} misc/migration_tools/rebuild_zebra -z -b -a |
436 |
IF YOU ARE DOING A DEV INSTALLATION, use this command: |
| 304 |
NOTE: This script should be run as the kohauser (the default is 'koha'). |
437 |
crontab -e |
| 305 |
|
438 |
|
| 306 |
Option 2: run the Zebra process as a daemon, and add to startup process: |
439 |
FILE PARTIAL (ADD): |
|
|
440 |
+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ |
| 441 |
# The cronjobs -- $KOHA_PATH is defined in /etc/environment, and gets set when this process runs. |
| 442 |
*/5 * * * * $KOHA_PATH/misc/migration_tools/rebuild_zebra.pl -b -a -z &> /dev/null |
| 443 |
+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ |
| 307 |
|
444 |
|
| 308 |
Note that references to $SCRIPT_DIR refer to the directory where |
445 |
IF YOU ARE DOING A STANDARD INSTALLATION, use this command: |
| 309 |
Koha's command-line scripts are installed, e.g., /usr/share/koha/bin. |
446 |
sudo nano /etc/cron.d/koha |
| 310 |
|
447 |
|
| 311 |
5.2.1 Zebra Search Server |
448 |
FILE FULL: /etc/cron.d/koha |
|
|
449 |
+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ |
| 450 |
# The cronjobs -- $KOHA_PATH is defined in /etc/environment, and gets set when this process runs as a user (koha). |
| 451 |
*/5 * * * * koha $KOHA_PATH/bin/migration_tools/rebuild_zebra.pl -b -a -z &> /dev/null |
| 452 |
+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ |
| 312 |
|
453 |
|
| 313 |
$ sudo ln -s ${SCRIPT_DIR}/koha-zebra-ctl.sh /etc/init.d/koha-zebra-daemon |
|
|
| 314 |
(Note: ${SCRIPT_DIR} is /usr/share/koha/bin/ by default in a standard install) |
| 315 |
$ sudo update-rc.d koha-zebra-daemon defaults |
| 316 |
( Note: see man chkconfig(8) on other distros ) |
| 317 |
|
454 |
|
| 318 |
$ sudo ${SCRIPT_DIR}/koha-zebra-ctl.sh start |
455 |
SETUP ADDITIONAL LANGUAGES |
|
|
456 |
================================================================= |
| 319 |
|
457 |
|
| 320 |
5.2.2 Zebra Indexer |
458 |
To use multi-lingual sample data, please install languages |
|
|
459 |
which may be useful for use in the Koha system. |
| 321 |
|
460 |
|
| 322 |
Add an entry in Koha user crontab to scheduled added/updated/deleted records |
461 |
Information on this can be found: |
| 323 |
indexing by Zebra with this command: |
462 |
http://wiki.koha-community.org/wiki/Installation_of_additional_languages_for_OPAC_and_INTRANET_staff_client |
| 324 |
|
463 |
|
| 325 |
<path/to/koha>/misc/migration_tools/rebuild_zebra -z -b -a |
|
|
| 326 |
|
464 |
|
| 327 |
See check misc/cronjobs/crontab.example for usage examples. |
465 |
WEB INSTALLATION |
| 328 |
NOTE: This job should be setup under the kohauser (the default is 'koha'). |
466 |
================================================================= |
| 329 |
|
467 |
|
| 330 |
You can also configure zebra-indexing as an background daemon, see http://wiki.koha-community.org/wiki/Background_indexing_with_Zebra |
468 |
Now you can visit your staff client website to continue with the |
|
|
469 |
Koha web installer. The user name to log in with will be koha. |
| 331 |
|
470 |
|
| 332 |
6. Run the Web Installer, populate the database, initial configuration of settings |
471 |
The password will be what you set in the 'Create User and |
|
|
472 |
Grant Permissions' section above. |
| 333 |
|
473 |
|
| 334 |
Point your browser to http://<servername>:8080/ |
474 |
Lynx navigational keys include: tab to go between fields, enter |
|
|
475 |
(when not on text fields) to toggle or click, space to change |
| 476 |
pages (when not on text fields), Q to quit (when not on text |
| 477 |
fields). Arrows also work. |
| 335 |
|
478 |
|
| 336 |
It should redirect you to the Web Installer where you can continue the setup. |
479 |
sudo apt-get install lynx |
| 337 |
You can install the sample data for libraries, patrons, etc. via the Web Installer |
|
|
| 338 |
|
480 |
|
| 339 |
7. What next? |
481 |
lynx http://127.0.1.1:8080/ |
| 340 |
|
482 |
|
| 341 |
Once the installer has completed, you can import and index MARC records from the |
|
|
| 342 |
command line thusly (Note: you can also use the 'Stage MARC records for import' from |
| 343 |
the Tools area of Koha's Staff Client to import a batch of MARC records): |
| 344 |
|
483 |
|
| 345 |
$ export KOHA_CONF=/usr/share/koha/etc/koha-conf.xml |
484 |
SETUP YOUR LIBRARY IN KOHA |
| 346 |
(note: use the correct path to your koha-conf.xml) |
485 |
================================================================= |
| 347 |
|
486 |
|
| 348 |
7.1 Import: |
487 |
After the web install, you should be redirected to: |
| 349 |
Bibliographic data in MARC21 format |
488 |
http://127.0.1.1:8080 |
| 350 |
$ misc/migration_tools/bulkmarcimport.pl -file /path/to/marc.iso2709 |
489 |
Follow these steps: |
| 351 |
Authority data in MARC21 format |
490 |
- Login with koha user name and password. |
| 352 |
$ misc/migration_tools/bulkauthimport.pl -file /path/to/auth.iso2709 |
491 |
- Click on the More dropdown menu. |
|
|
492 |
- Select and click Administration. |
| 493 |
- Click Libraries and groups |
| 494 |
under the Basic Parameters heading. |
| 495 |
- Click New Library and enter your information into the form. |
| 496 |
- Click Submit. |
| 497 |
Your Library is now setup in Koha. |
| 353 |
|
498 |
|
| 354 |
7.2 Fast Index: |
499 |
Take the time to read the documentation to do other necessary |
| 355 |
$ misc/migration_tools/rebuild_zebra.pl -b -w |
500 |
setup tasks such as creating a patron, and importing or entering |
|
|
501 |
MARC data. The documentation for Koha can be found at: |
| 502 |
http://koha-community.org/documentation/ |
| 356 |
|
503 |
|
| 357 |
Once the indexing has completed, you will be able to search for records in your system. |
|
|
| 358 |
NOTE: This script should be run as the kohauser (the default is 'koha'). |
| 359 |
|
504 |
|
| 360 |
7.3 Schedule regular index updates |
505 |
USEFUL REFERENCE LINKS |
|
|
506 |
================================================================= |
| 361 |
|
507 |
|
| 362 |
You need to run rebuild_zebra.pl -b -a -z as a regular cron job in orde to pick up new bibs |
508 |
Documentation: |
| 363 |
and items as you add them. Check misc/cronjobs/crontab.example for usage examples. See 7.0 above. |
509 |
http://koha-community.org/documentation/ |
| 364 |
NOTE: This job should be setup under the kohauser (the default is 'koha'). |
|
|
| 365 |
|
510 |
|
| 366 |
You can also indexing in background, see 5.2.2 above |
511 |
Additional Languages: |
|
|
512 |
http://wiki.koha-community.org/wiki/Installation_of_additional_languages_for_OPAC_and_INTRANET_staff_client |
| 513 |
|
| 514 |
Stage MARC Records for Import: |
| 515 |
http://manual.koha-community.org/3.14/en/catalogtools.html#stagemarc |
| 516 |
NOTE: The URL has been similar since Koha version 3.8 |
| 517 |
|
| 518 |
Frequently Asked Questions: |
| 519 |
http://koha-community.org/documentation/faq |
| 520 |
|
| 521 |
Bug Reports: |
| 522 |
http://bugs.koha-community.org/ |
| 523 |
|
| 524 |
Public Z39.50/SRU server: |
| 525 |
http://wiki.koha-community.org/wiki/Troubleshooting_Koha_as_a_Z39.50_server |
| 526 |
|
| 527 |
Alternate Indexing Method: |
| 528 |
http://wiki.koha-community.org/wiki/Background_indexing_with_Zebra |
| 367 |
|
529 |
|
| 368 |
7.4 To enable public Z39.50/SRU servers, you'll need to edit your koha-conf.xml and |
|
|
| 369 |
change the <listen> options to listen on a TCP port; then restart the zebra daemon. |
| 370 |
|
530 |
|
| 371 |
UPGRADE |
531 |
UPGRADE |
| 372 |
======= |
532 |
================================================================= |
| 373 |
If you are running in another language other than english, please |
533 |
|
| 374 |
switch to english before doing the upgrade, the templating system has |
534 |
If you are running in another language other than English, |
| 375 |
changed and the templates will need to be regenerated. |
535 |
please switch to English before doing the upgrade, the |
| 376 |
Once you have upgraded, please regenerate your templates in your |
536 |
templating system has changed and the templates will need to |
| 377 |
chosen languages. |
537 |
be regenerated. |
| 378 |
|
538 |
|
| 379 |
If you are upgrading from a previous installation of Koha 3.x, you can |
539 |
Once you have upgraded, please regenerate your templates in |
| 380 |
use the following: |
540 |
your chosen languages. |
| 381 |
|
541 |
|
| 382 |
./koha_perl_deps.pl -u -m # to identify new Perl dependencies |
542 |
First, ensure the most recent dependencies are installed: |
| 383 |
|
543 |
sudo apt-get update |
| 384 |
Install any missing modules |
544 |
sudo apt-get install koha-deps koha-perldeps |
| 385 |
IMPORTANT: Koha 3.6.x uses Template::Toolkit, this must be installed |
545 |
|
| 386 |
before the webinstaller can run |
546 |
IF YOU ARE DOING A DEV UPGRADE: |
| 387 |
|
547 |
In order to upgrade, find the path to the koha install-log file: |
| 388 |
sudo apt-get install libtemplate-perl |
548 |
sudo find ~/koha-dev/ -name 'koha-install-log' |
| 389 |
|
549 |
|
| 390 |
perl Makefile.PL --prev-install-log /path/to/koha-install-log |
550 |
cd ~/kohaclone |
| 391 |
make |
551 |
perl Makefile.PL --prev-install-log /path/to/koha-install-log |
| 392 |
make test |
552 |
|
| 393 |
sudo make upgrade |
553 |
NOTE: Make sure to change the /path/to/koha-install-log to the |
| 394 |
|
554 |
one that was found. |
| 395 |
Koha 3.4.x or later no longer stores items in biblio records so |
555 |
|
| 396 |
if you are upgrading from an older version as part of the |
556 |
make |
| 397 |
upgrade you will need to do the following two steps, they can take a |
557 |
make test |
| 398 |
long time (several hours) to complete for large databases |
558 |
|
| 399 |
|
559 |
And if that passes: |
| 400 |
misc/maintenance/remove_items_from_biblioitems.pl --run |
560 |
make upgrade |
| 401 |
misc/migration_tools/rebuild_zebra.pl -b -r |
561 |
|
| 402 |
|
562 |
IF YOU ARE DOING A STANDARD UPGRADE: |
| 403 |
Uninstall Instructions |
563 |
In order to upgrade, find the path to the koha install-log file: |
| 404 |
============================= |
564 |
sudo find /usr/share/koha/ -name 'koha-install-log' |
| 405 |
1) Stop Services: |
565 |
|
| 406 |
$ sudo a2dissite koha |
566 |
Change directory into the latest koha source directory, and then: |
| 407 |
$ sudo rm /etc/apache2/sites-available/koha |
567 |
perl Makefile.PL --prev-install-log /path/to/koha-install-log |
| 408 |
$ sudo apache2ctl restart |
568 |
|
| 409 |
|
569 |
NOTE: Make sure to change the /path/to/koha-install-log to the |
| 410 |
$ sudo update-rc.d koha-zebra-daemon remove |
570 |
one that was found. |
| 411 |
$ sudo rm /etc/init.d/koha-zebra-daemon |
571 |
|
| 412 |
|
572 |
make |
| 413 |
2) Remove Database and Indexes |
573 |
make test |
| 414 |
|
574 |
|
| 415 |
# MySQL |
575 |
And if that passes: |
| 416 |
$ mysql -u<kohauser> -p<kohapassword> |
576 |
sudo make upgrade |
| 417 |
> drop database koha; |
577 |
|
| 418 |
|
578 |
|
| 419 |
# Zebra Indexes |
579 |
REGARDLESS OF UPGRADE TYPE: |
| 420 |
$ zebraidx -c <prefix>/etc/zebradb/zebra-biblios.cfg -g iso2709 -d biblios init |
580 |
If you are upgrading from a version of Koha earlier than 3.4.x, |
| 421 |
$ zebraidx -c <prefix>/etc/zebradb/zebra-authorities.cfg -g iso2709 -d authorities init |
581 |
Koha 3.4.x or later no longer stores items in biblio records: |
| 422 |
|
582 |
./misc/maintenance/remove_items_from_biblioitems.pl --run |
| 423 |
3) Remove Koha Install Directories and Configuration Files |
583 |
Intentionally not indented, in the hopes that most upgrades are |
| 424 |
Don't forget about any crontab entries |
584 |
post 3.4.x. |
| 425 |
|
585 |
|
| 426 |
Tested on the following operating environments |
586 |
Regardless of version you are upgrading from, a full reindex is |
| 427 |
============================================== |
587 |
always the best option: |
| 428 |
- Ubuntu Jaunty Jackalope 9.04 |
588 |
IF YOU ARE DOING A DEV UPGRADE |
| 429 |
|
589 |
./misc/migration_tools/rebuild_zebra.pl -b -a -r -v |
| 430 |
Installer Bug reports |
590 |
|
| 431 |
===================== |
591 |
IF YOU ARE DOING A STANDARD UPGRADE |
| 432 |
Please log any installer bug reports at http://bugs.koha-community.org |
592 |
./misc/migration_tools/rebuild_zebra.pl -b -a -r -v |
| 433 |
|
593 |
|
| 434 |
Other Notes |
594 |
|
| 435 |
===================== |
595 |
UNINSTALL INSTRUCTIONS |
| 436 |
This file is part of Koha |
596 |
================================================================= |
| 437 |
|
597 |
|
| 438 |
Koha is free software; you can redistribute it and/or modify it under the |
598 |
Stop Services |
| 439 |
terms of the GNU General Public License as published by the Free Software |
599 |
================================================================= |
| 440 |
Foundation; either version 2 of the License, or (at your option) any later |
600 |
sudo a2dissite koha |
| 441 |
version. |
601 |
sudo rm /etc/apache2/sites-available/koha |
| 442 |
|
602 |
sudo service apache2 restart |
| 443 |
Koha is distributed in the hope that it will be useful, but WITHOUT ANY |
603 |
sudo update-rc.d koha-zebra-daemon remove |
| 444 |
WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS FOR |
604 |
sudo rm /etc/init.d/koha-zebra-daemon |
| 445 |
A PARTICULAR PURPOSE. See the GNU General Public License for more details. |
605 |
|
| 446 |
You should have received a copy of the GNU General Public License along |
606 |
Remove Database |
| 447 |
with Koha; if not, write to the Free Software Foundation, Inc., |
607 |
================================================================= |
| 448 |
51 Franklin Street, Fifth Floor, Boston, MA 02110-1301 USA. |
608 |
mysql -u koha -p |
|
|
609 |
|
| 610 |
drop database kohadata; |
| 611 |
quit |
| 612 |
|
| 613 |
Remove Indexes |
| 614 |
================================================================= |
| 615 |
|
| 616 |
IF DOING A DEV REMOVAL: |
| 617 |
The following will work, but is very dangerous! Please copy or |
| 618 |
type this correctly. |
| 619 |
zebraidx -c ~/koha-dev/etc/zebradb/zebra-biblios.cfg -g iso2709 -d biblios init |
| 620 |
zebraidx -c ~/koha-dev/etc/zebradb/zebra-authorities.cfg -g iso2709 -d authorities init |
| 621 |
rm -rf ~/koha-dev |
| 622 |
rm -rf ~/kohaclone |
| 623 |
NOTE: Don't forget to remove the crontab entries! |
| 624 |
|
| 625 |
IF DOING A STANDARD REMOVAL: |
| 626 |
zebraidx -c /etc/koha/zebradb/zebra-biblios.cfg -g iso2709 -d biblios init |
| 627 |
zebraidx -c /etc/koha/zebradb/zebra-authorities.cfg -g iso2709 -d authorities init |
| 628 |
sudo rm -rf /etc/koha |
| 629 |
sudo rm -rf /usr/share/koha |
| 630 |
sudo rm /etc/cron.d/koha |
| 631 |
|
| 632 |
You may wish to follow up with: |
| 633 |
sudo find / -t d -name "koha" |
| 634 |
to help find any remnants. |
| 635 |
|
| 636 |
|
| 637 |
COPYRIGHTS AND INFORMATION |
| 638 |
================================================================= |
| 639 |
This document last modified: 01 September 2013 |
| 640 |
|
| 641 |
Major re-write by Mark Tompsett |
| 642 |
Copyright (C) 2013 |
| 643 |
|
| 644 |
Based on remnants by: |
| 645 |
Copyright (C) 2007, 2008 LibLime (http://liblime.com) |
| 646 |
Original author: Joshua Ferraro |
| 647 |
Some parts copyright 2010 Chris Nighswonger (modified for ubuntu) |
| 648 |
(cnighswonger AT foundations DOT edu) |
| 649 |
Some parts copyright 2012 Tomas Cohen Arazi |
| 650 |
(tomascohen AT gmail DOT com) |
| 651 |
Some parts copyright 2012 Mark Tompsett |
| 652 |
(mtompset AT hotmail DOT com) |
| 653 |
|
| 654 |
|
| 655 |
BUG REPORTS AND FEEDBACK |
| 656 |
================================================================= |
| 657 |
Given the nature of documentation to become outdated, or have |
| 658 |
problems, please either submit feedback or bug reports. |
| 659 |
|
| 660 |
Bug reports can be posted at http://bugs.koha-community.org |
| 661 |
|
| 662 |
Feedback can be posted on the Koha Developer's List: |
| 663 |
http://lists.koha-community.org/cgi-bin/mailman/listinfo/koha-devel |
| 664 |
|
| 665 |
|
| 666 |
LICENSE |
| 667 |
================================================================= |
| 668 |
|
| 669 |
This file is part of Koha. |
| 670 |
|
| 671 |
Koha is free software; you can redistribute it and/or modify it |
| 672 |
under the terms of the GNU General Public License as published by |
| 673 |
the Free Software Foundation; either version 3 of the License, or |
| 674 |
(at your option) any later version. |
| 675 |
|
| 676 |
Koha is distributed in the hope that it will be useful, but |
| 677 |
WITHOUT ANY WARRANTY; without even the implied warranty of |
| 678 |
MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
| 679 |
GNU General Public License for more details. |
| 680 |
|
| 681 |
You should have received a copy of the GNU General Public License |
| 682 |
along with Koha; if not, see <http://www.gnu.org/licenses>. |