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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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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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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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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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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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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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NOTATION
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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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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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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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INSTALL UBUNTU
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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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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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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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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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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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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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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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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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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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http://wiki.koha-community.org/wiki/Encoding_and_Character_Sets_in_Koha
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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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    $ locale
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This process, particularly the upgrade step, may take a while.
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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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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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    $ 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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    $ 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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    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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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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    $ 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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1.5 Install additional Ubuntu dependencies
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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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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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    $ 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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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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    $ 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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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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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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    $ 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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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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    /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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    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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    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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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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2. Configuration of dependencies
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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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    $ sudo mysqladmin password <password>
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User/Group Environment Variables
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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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    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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    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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    Type 'help;' or '\h' for help. Type '\c' to clear the buffer.
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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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    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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2.3 Test your SAX Parser and correct where necessary
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Answering the resulting questions requires thinking. Here are
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some hints.
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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:
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Recall that the database created is kohadata set in the Create
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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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    $ 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
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and the method of character normalization (chr or icu), though
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the defaults will work as MARC21 just fine.
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    You should see something like::
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Use the same username and password for the Zebra questions.
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    XML::LibXML::SAX::Parser=HASH(0x81fe220)
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Don't worry about warnings generated by optional components.
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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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    /etc/perl/XML/SAX/ParserDetails.ini
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BUILD AND TEST KOHA
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=================================================================
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    You will need to move the entire section for '[XML::LibXML::SAX::Parser]' to the bottom of the ini file.
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Having configured Koha, build it using the following command:
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    make
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2.4 Install DBD::mysql Perl module
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Once this has successfully run, test Koha using the following command:
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    make test
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In order to handle UTF-8 correctly, Koha requires at least version 4.004
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Don't worry about the large number of scary warning scrolling
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of the DBD::mysql Perl module. However, Debian Etch has a stable package
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by. All that matters is "PASS" or "FAIL".
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only for version 3.0008, so it is necessary to install the module  from CPAN.
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DBD::mysql's test suite needs to use a MySQL 'test' DB which doesn't exist
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anymore. So there are two options to install DBD::mysql:
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  (1) install without test suite,
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If this fails, it is likely due to a failed dependency. Remember,
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  (2) install with test suite requiring a test MySQL DB creation.
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a source installation is not always smooth. You can determine the
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missing dependency by scrolling back and looking for something
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like: Can't locate Cache/Memcached/Fast.pm in @INC
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Install it, and try to build and test again.
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2.4.1 Install without test suite
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Force install DBD::mysql:
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INSTALL KOHA
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=================================================================
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    $ sudo cpan
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Once the make test has successfully run, install Koha.
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    cpan> force install DBD::mysql
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2.4.2 Create test database in order to install DBD::mysql
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IF YOU ARE DOING A DEV INSTALLATION, using the
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following command (follow any on screen prompts):
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    make install
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Because of DBD::mysql's test suite, it is necessary to temporarily create a
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No sudo is required as you have access to the directories
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test database and user:
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listed above.
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    $ mysql -uroot -p<password>
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IF YOU ARE DOING A STANDARD INSTALLATION, using the
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following command (follow any on screen prompts):
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    sudo make install
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    Create the database and user with associated privileges:
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Once this has successfully run, Koha is almost installed. There
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are only a few more steps left.
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    Welcome to the MySQL monitor.  Commands end with ; or \g.
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Near the end of this command, the output will have two lines
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    Your MySQL connection id is 22
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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
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export commands as you will need them for a later step.
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    Type 'help;' or '\h' for help. Type '\c' to clear the buffer.
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    mysql> create database test;
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PRE-WEB INSTALL SETUP
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    Query OK, 1 row affected (0.00 sec)
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=================================================================
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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)
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=================================================================
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    (test database, user, and password can be different if need be)
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    mysql> flush privileges;
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There is a security risk in Ubuntu's MySQL default set up. Type
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    Query OK, 0 rows affected (0.00 sec)
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the following commands:
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    mysql -u root -p
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    mysql> quit
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    USE mysql;
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    DELETE FROM user WHERE user='';
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    FLUSH PRIVILEGES;
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    QUIT
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Next install DBD::mysql:
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The anonymous connections are now removed.
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    $ sudo cpan
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    cpan> o conf makepl_arg
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CONFIGURE SYSTEM WIDE ENVIRONMENT VARIABLES
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    (get current value of this CPAN parameter)
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=================================================================
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    cpan> o conf makepl_arg "--testdb=test --testuser=test --testpass=test"
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Running scripts and cron jobs requires environment variables set.
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Use the following commands:
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    sudo nano /etc/environment
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    cpan> install DBD::mysql
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IF YOU ARE DOING A DEV INSTALLATON:
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FILE PARTIAL (ADD): /etc/environment
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+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
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KOHA_CONF=/home/{YOUR USER NAME}/koha-dev/etc/koha-conf.xml
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KOHA_PATH=/home/{YOUR USER NAME}/kohaclone
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PERL5LIB=/home/{YOUR USER NAME}/kohaclone
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+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
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NOTE: CHANGE {YOUR USER NAME} TO YOUR ACTUAL USER NAME!
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    cpan> o conf makepl_arg ''
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IF YOU ARE DOING A STANDARD INSTALLATON:
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FILE PARTIAL (ADD): /etc/environment
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+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
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KOHA_CONF=/etc/koha/koha-conf.xml
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KOHA_PATH=/usr/share/koha
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PERL5LIB=/usr/share/koha/lib
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+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
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    OR
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    logout
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    cpan> o conf makepl_arg '<old setting>'
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You need to logout and back in in order to get the environment
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variables values to be recognized.
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    (restore this setting so as to not interfere with future CPAN installs).
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CONFIGURE AND START APACHE
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=================================================================
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Finally, remove the test database:
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Place Koha Site File
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=================================================================
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    $ mysql -uroot -p<password>
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IF YOU ARE DOING A DEV INSTALLATION, use the following command:
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    sudo ln -s ~/koha-dev/etc/koha-httpd.conf /etc/apache2/sites-available/koha
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    mysql> drop database test;
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IF YOU ARE DOING A STANDARD INSTALLATION, use the following command:
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    Query OK, 1 row affected (0.00 sec)
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    sudo ln -s /etc/koha/koha-httpd.conf /etc/apache2/sites-available/koha
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    mysql> exit
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Tweak Koha Site File
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    Bye
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=================================================================
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3. Run the Koha installer
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The default file limits connections to those from 127.0.1.1
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(or 127.0.0.1), which is rather difficult to test/use in a
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server environment. Edit the file:
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    sudo nano /etc/apache2/sites-available/koha
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    $ perl Makefile.PL
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/etc/apache2/sites-available/koha will have a line
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    ( answer questions )
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that should have the IP address changed to a *.
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    $ make
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FILE PARTIAL (CHANGE): /etc/apache2/sites-available/koha
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    $ make test
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+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
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    $ sudo make install
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<VirtualHost *:80>
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+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
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4. Configure and start Apache
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/etc/apache2/sites-available/koha will have another line
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    $ sudo ln -s /etc/koha/koha-httpd.conf /etc/apache2/sites-available/koha
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that should have the IP address changed to a *
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    (note that the path to koha-httpd.conf may be different depending on your
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FILE PARTIAL (CHANGE): /etc/apache2/sites-available/koha
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    installation choices)
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+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
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<VirtualHost *:8080>
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+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
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Add the following lines to /etc/apache2/ports.conf:
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Setup Default Ports
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=================================================================
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    Listen 80
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    sudo nano /etc/apache2/ports.conf
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    Listen 8080
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If not running named virtual hosts (The default koha installation does not use named virtual hosts.), comment out the following line:
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/etc/apache2/ports.conf must have two lines exactly like
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the following.  Do not add them if they are already there.
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    NameVirtualHost *:80
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FILE PARTIAL (CONFIRM/ADD/CHANGE): /etc/apache2/ports.conf
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+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
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Listen 80
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Listen 8080
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+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
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Run the following commands:
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/etc/apache2/ports.conf does not require NameVirtualHost.
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Do not add it if it is missing or already there. Just
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prepend # accordingly.
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    $ sudo a2enmod rewrite deflate
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FILE PARTIAL (CONFIRM/ADD/CHANGE): /etc/apache2/ports.conf
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    $ sudo a2ensite koha
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+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
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    $ sudo apache2ctl restart
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#NameVirtualHost *:80
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+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
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Note: you may still see the usual Apache default site if your VirtualHost
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Disable Default Site
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configuration isn't correct.  The command "sudo a2dissite default" may be a
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=================================================================
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quick fix, but may have side-effects.  See the Apache HTTPD manual section on
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virtual hosts for full instructions.
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5. Configure and start Zebra
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These short instructions assume that the default site is
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not needed.  Talk with your system administrator, network
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administrator, or IT Department to CONFIRM THIS BEFORE RUNNING
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the following command:
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    sudo a2dissite 000-default
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Note: it's recommended that you daemonize the Zebra process and add it to your
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Enable Modules and Site
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startup profile. For a non-production test/development installation, running
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=================================================================
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Zebra from the command line can be useful. Pick from the two available options
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below, or roll your own :-)
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Note: it's also recommended that you create a Koha system user, which you will
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Now enable the apache modules this config needs, enable koha's
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have specified during the install process. Alternatively, Zebra can be
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configuration, and restart apache.
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configured to run as the root user.
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    sudo a2enmod rewrite
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    sudo a2enmod deflate
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    sudo a2ensite koha
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    sudo service apache2 restart
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To add a user do:
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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
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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
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    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>.
(-)a/INSTALL.ubuntu.12.04 (-571 lines)
Lines 1-571 Link Here
1
=================================================================
2
Installation Guide for Installing Koha
3
on Ubuntu Precise Pangolin (12.04 LTS) with MySQL 5.5
4
=================================================================
5
6
Copyright (C) 2007, 2008 LibLime (http://liblime.com)
7
Some parts copyright 2010 Chris Nighswonger
8
Some parts copyright 2012 Tomas Cohen Arazi
9
Some parts copyright 2012 Mark Tompsett
10
11
Original author: Joshua Ferraro
12
Modified for Ubuntu by: Chris Nighswonger
13
                        (cnighswonger AT foundations DOT edu)
14
15
More updates by: Tomas Cohen Arazi (tomascohen AT gmail DOT com)
16
                 Mark Tompsett (mtompset AT hotmail DOT com)
17
18
Feedback/bug reports: Koha Developer's List:
19
http://lists.koha-community.org/cgi-bin/mailman/listinfo/koha-devel
20
21
This document last modified: 24 July 2012
22
23
Installation Instructions
24
=================================================================
25
26
Running commands can mostly be performed as a system user with
27
sudo privileges, however some need to be run directly as root.
28
29
1. Prepare System and Install Dependencies
30
31
1.1 Install Ubuntu 12.04 LTS via CD/DVD/USB
32
33
  Download and install Ubuntu from the official site.
34
    - Server edition (command-line only)
35
        http://www.ubuntu.com/download/server
36
    - Desktop edition
37
        http://www.ubuntu.com/download/desktop
38
  To keep your Koha installation minimal and to free resources
39
  for running, the Server edition is recommended, though the
40
  Desktop edition will work as well.
41
42
  As Apache and MySQL will be installed in the instructions
43
  later, there is no need to select any packages during the
44
  installation of Ubuntu.
45
46
1.2 Add koha repository to your apt sources
47
48
  NOTE: This is not required for koha 3.6.7 under Ubuntu 12.04
49
        if Zebra indexing (see step 5.2) is done via cron jobs.
50
  NOTE: 3.8.x is the recommended current stable release to use.
51
52
  There are currently three active repositories: oldstable,
53
  squeeze, and squeeze-dev. As of 2012-07-24, they represent
54
  3.6.x, 3.8.x, and master respectively. This will change when
55
  3.10.x is released. They will represent 3.8.x, 3.10.x, and
56
  master respectively.
57
58
  It is recommended to use squeeze at this time, as 3.8.x is the
59
  current stable release.
60
61
  Run these commands:
62
    $ echo "deb http://debian.koha-community.org/koha squeeze main" | sudo tee /etc/apt/sources.list.d/koha-community.list
63
    $ wget -O- http://debian.koha-community.org/koha/gpg.asc | sudo apt-key add -
64
    $ sudo apt-get update ; sudo apt-get upgrade
65
66
1.3 Install Apache2 and MySQL 5.5
67
68
  Install the Apache2 server:
69
    $ sudo apt-get install apache2
70
71
  If your MySQL server will be on your Koha server, or this
72
  instruction is confusing:
73
    $ sudo apt-get install mysql-server
74
75
  NOTE: You will be prompted to set your root password for MySQL.
76
77
1.4 Set up your locale
78
79
  Your locale should be set to UTF-8, as should Apache2 and
80
  MySQL 5.5. This step is VERY IMPORTANT for a UNICODE compliant
81
  system. You _MUST_ be sure to set this BEFORE you install Koha.
82
83
1.4.1 Ubuntu Locale
84
85
  Verify you have a UTF-8 locale in use:
86
    $ locale
87
  You will recognize if it is UTF-8 or not. Ubuntu 12.04 should
88
  not generally require any further steps.
89
90
  If it is not set to something UTF-8, use:
91
    $ locale -a
92
93
  You can select one (note that utf8 becomes UTF-8) and use:
94
    $ sudo update-locale LANG=en_US.UTF-8
95
96
  You have to log out and back in to see locale change reflected
97
  in the locale command.
98
99
  Verify your system local by running the following command:
100
    $ locale
101
102
1.4.2 Apache2 and MySQL Locales
103
  Please read over the following document carefully for more
104
  information:
105
    http://wiki.koha-community.org/wiki/Koha_on_Ubuntu#Configuring_the_Character_Set
106
107
1.5 Get Koha
108
109
  There are two ways to install Koha. The easy way is using Debian/Ubuntu
110
  packages (check http://wiki.koha-community.org/wiki/Koha_on_ubuntu_-_packages
111
  for further instructions).
112
113
  The other way is installing from sources. You can get Koha's source
114
  either using git (see 1.5.1) or downloading the stable release tarball.
115
116
  1.5.1 Download from Git
117
118
  Install Git:
119
    $ sudo apt-get install git
120
121
  Download Koha (the 3.10.x branch):
122
    $ git clone git://git.koha-community.org/koha.git kohaclone
123
    $ cd kohaclone
124
    $ git checkout -b myinstall origin/3.10.x
125
126
  NOTE: for more information about Git, please see the Koha Git
127
        Usage Guide:
128
   http://wiki.koha-community.org/wiki/Version_Control_Using_Git
129
130
  1.5.2 Download from Tarball
131
132
  You can get the sources from
133
   http://download.koha-community.org. Issuing the following
134
  command you can get the latest stable release (recommended):
135
136
  Download and Unpack Koha:
137
    $ wget http://download.koha-community.org/koha-latest.tar.gz
138
    $ tar xvf koha-latest.tar.gz
139
140
  Determine the version and change directory:
141
    $ ls
142
    koha-3.10.00  koha-latest.tar.gz
143
    $ cd koha-3.10.00
144
145
146
1.6 Install additional Ubuntu dependencies
147
148
  Several Koha dependencies have been conveniently packaged and
149
  will be installed issuing the following command:
150
151
    $ sudo apt-get install `cat install_misc/ubuntu.12.04.packages | \
152
            cut -f1 | grep -v '#' | grep -v -e '^$'`
153
154
  Confirm that you want to install the required packages when prompted,
155
156
1.7 Install Perl dependencies that aren't packaged
157
158
****************************************************************
159
  IMPORTANT:  You should only use CPAN for Perl dependencies
160
              which are NOT available from the package
161
              maintainer. You have been warned!
162
****************************************************************
163
164
  Run the test script to identify missing libraries
165
    $ ./koha_perl_deps.pl -m -u
166
167
  If there are any dependencies which are missing or need
168
  upgrading, first attempt aptitude searches:
169
    $ aptitude search libbusiness-isdn-perl
170
171
  Notice how the name transformed to 'lib' plus the lowercase
172
  library name using '-'s instead of '::'s plus '-perl'. This
173
  will generally help find what is missing. And then a simple
174
  apt-get install can be done:
175
    $ sudo apt-get install libbusiness-isdn-perl
176
177
  Do this for all the dependencies listed. Then re-run the
178
  command:
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    $ ./koha_perl_deps.pl -m -u
180
181
  In general, the repositories on debian.koha-community.org
182
  should have any missing pieces. The list should be empty.
183
184
  If any are still listed, they can be installed using the 'cpan'
185
  command. If and only if you are unable to find any of the
186
  dependencies should you use the cpan command. For example:
187
    $ sudo cpan GD GD::Barcode::UPCE Algorithm::CheckDigits
188
189
  NOTE: you may need to run CPAN initialization if you've not run
190
        cpan before:
191
--------
192
    /etc/perl/CPAN/Config.pm initialized.
193
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    CPAN is the world-wide archive of perl resources. It consists of about
195
    100 sites that all replicate the same contents all around the globe.
196
    Many countries have at least one CPAN site already. The resources
197
    found on CPAN are easily accessible with the CPAN.pm module. If you
198
    want to use CPAN.pm, you have to configure it properly.
199
200
    If you do not want to enter a dialog now, you can answer 'no' to this
201
    question and I'll try to autoconfigure. (Note: you can revisit this
202
    dialog anytime later by typing 'o conf init' at the cpan prompt.)
203
204
    Are you ready for manual configuration? [yes]
205
--------
206
  When the configuration is completed CPAN will install the Perl
207
  modules passed on the command-line.
208
209
  For further explanation and reading see:
210
     http://wiki.koha-community.org/wiki/Koha_on_Ubuntu#Ubuntu_Packages_for_Perl_Dependencies
211
212
213
2. Configuration of dependencies
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2.1 Update root MySQL password
216
217
  If during the installation of MySQL you were not prompted to
218
  set the MySQL password:
219
    $ sudo mysqladmin password <password>
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221
2.2 Create the Koha database
222
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  Create the database and user with associated privileges. To do
224
  this, decide on the koha database name, the koha user name, and
225
  the koha user password. Substitute these into the following
226
  commands:
227
    $ mysql -u root -p
228
    Enter mysql root password:
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    Welcome to the MySQL monitor.  Commands end with ; or \g.
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    Your MySQL connection id is 42
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    Server version: 5.5.24-0ubuntu0.12.04.1 (Ubuntu)
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    Copyright (c) 2000, 2011, Oracle and/or its affiliates. All rights reserved.
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235
    Oracle is a registered trademark of Oracle Corporation and/or its
236
    affiliates. Other names may be trademarks of their respective
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    owners.
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    Type 'help;' or '\h' for help. Type '\c' to clear the current input statement.
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    mysql> CREATE DATABASE {kohadatabasename};
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    mysql> SHOW DATABASES;
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    mysql> CREATE user '{kohauserbasename}'@'localhost' IDENTIFIED by '{kohauserpassword}';
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    mysql> GRANT ALL ON {kohadatabasename}.* TO '{kohausername}'@'localhost' IDENTIFIED BY '{kohauserpassword}';
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    mysql> USE mysql;
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    mysql> SELECT host,user FROM user;
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    mysql> DELETE FROM user WHERE user='';
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    mysql> SELECT host,user FROM user;
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    mysql> FLUSH PRIVILEGES;
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    mysql> QUIT
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252
  For further explanation of these commands see:
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    http://wiki.koha-community.org/wiki/Koha_on_Ubuntu#Create_MySQL_Database_and_Grant_Privileges
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255
256
2.3 Test your SAX Parser and correct where necessary
257
258
  You must be sure you're using the XML::LibXML SAX parser, not
259
  Expat or PurePerl, both of which have outstanding bugs with
260
  pre-composed characters. Test your SAX parser by running:
261
    $ ./misc/sax_parser_print.pl
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  If your setup is wrong, the script will output something like:
264
    Koha wants something like:
265
      XML::LibXML::SAX::Parser=HASH(0x81fe220)
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    You have:
267
      XML::SAX::Expat=HASH(0x1a94e88)
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    Looks bad, check INSTALL.* documentation.
269
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  It means you are using Expat (it could also say PurePerl).
271
  You'll need to edit your ini file, located at:
272
    /etc/perl/XML/SAX/ParserDetails.ini
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  Move the entire section for '[XML::LibXML::SAX::Parser]' to the
275
  bottom of the ini file. Then run the script again. The output
276
  should look like this:
277
    $ misc/sax_parser_print.pl
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    Koha wants something like:
279
      XML::LibXML::SAX::Parser=HASH(0x81fe220)
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    You have:
281
      XML::LibXML::SAX::Parser=HASH(0x16dfee8)
282
    Looks good.
283
284
  For further details see:
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    http://wiki.koha-community.org/wiki/Koha_on_Ubuntu#Test_to_make_sure_the_SAX_Parser_is_setup_correctly
286
287
288
3. Run the Koha installer
289
290
  Add a user for installing koha and running zebra:
291
    $ sudo adduser koha
292
293
  Build and install Koha:
294
    $ perl Makefile.PL
295
    ( answer questions )
296
    $ make
297
    $ make test
298
    $ sudo make install
299
300
301
4. Configure and start Apache
302
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  This will help make koha available to be a website:
304
   $ sudo ln -s /etc/koha/koha-httpd.conf /etc/apache2/sites-available/koha
305
306
  NOTE: the path to koha-httpd.conf may be different depending on
307
        your installation choices.
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  Make sure you have this lines in /etc/apache2/ports.conf:
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    Listen 80
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    Listen 8080
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  Add the missing one.
313
314
  The default installation of Koha does not use named virtual
315
  hosts. If you will not be running named virtual hosts, comment
316
  out the following line:
317
    NameVirtualHost *:80
318
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  Run the following commands:
320
    $ sudo a2enmod rewrite deflate
321
    $ sudo a2ensite koha
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    $ sudo apache2ctl restart
323
324
  Note: you may still see the usual Apache default site if your
325
        VirtualHost configuration isn't correct.  The command
326
        "sudo a2dissite default" may be a quick fix, but may have
327
        side-effects.  See the Apache HTTPD manual section on
328
        virtual hosts for full instructions.
329
330
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5. Configure and start Zebra
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  This process send responses to search requests sent by Koha or
334
  Z39.50/SRU/SRW clients.
335
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  NOTE: the user you run Zebra as will be the only user with
337
        write permission on the Zebra index; in development mode,
338
        you may wish to use your system user.
339
340
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5.1 Zebra Search Server
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  Set the zebra daemon to run on start:
344
    $ sudo ln -s /usr/share/koha/bin/koha-zebra-ctl.sh /etc/init.d/koha-zebra-daemon
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    $ sudo update-rc.d koha-zebra-daemon defaults
346
    $ sudo /etc/init.d/koha-zebra-daemon start
347
348
  NOTE: change the path to koha-zebra-ctl.sh to match your setup
349
        if not using the default.
350
351
352
5.2 Zebra Indexer
353
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  There are two ways to do this. ONLY DO ONE! DO NOT DO BOTH!
355
356
  Option 1:
357
    You can configure zebra-indexing as an background daemon, see
358
      http://wiki.koha-community.org/wiki/Background_indexing_with_Zebra
359
360
  Option 2:
361
362
    Add an entry in Koha user crontab to scheduled
363
    added/updated/deleted records indexing by Zebra with this
364
    command:
365
      <path/to/koha>/misc/migration_tools/rebuild_zebra -z -b -a
366
367
    See check misc/cronjobs/crontab.example for usage examples.
368
369
    NOTE: This job should be setup under the kohauser
370
          (the default is 'koha').
371
372
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6. Run the Web Installer, populate the database,
374
   initial configuration of settings
375
376
  The hope is that your server is accessible via a nice browser
377
  somewhere. If not, install lynx to finish the web install on
378
  your Koha server:
379
    $ sudo apt-get install lynx
380
381
  Point your browser to http://<servername>:8080/
382
383
  If you installed lynx, and are using defaults, it might be
384
  something like:
385
    $ lynx http://127.0.1.1:8080/
386
387
  It should redirect you to the Web Installer where you can
388
  continue the setup. You can install the sample data for
389
  libraries, patrons, etc. via the Web Installer
390
391
392
7. Install additional languages
393
394
  In your install directory you can run this commands to have
395
  your Koha setup translated to your language:
396
397
  Set your environment variables:
398
    $ export KOHA_CONF=/etc/koha/sites/koha/koha-conf.xml
399
    $ export PERL5LIB=/usr/share/koha/lib/
400
401
  NOTE: the path to koha-conf.xml may be different depending on
402
        your installation choices.
403
404
  Run the translator script:
405
    $ cd /usr/share/koha/misc/translator
406
    $ perl translate install <language-code>
407
408
  <language-code> must be one of the included in the
409
  misc/translator/po directory.
410
411
  NOTE: You can add as many languages as you need. In order to
412
        use them you will have to enable them first in the
413
        'I18N/L10N' section of the Koha preferences.
414
415
416
8. What next?
417
418
  NOTE: You can use the 'Stage MARC records for import' from the
419
        Tools area of Koha's Staff Client to import a batch of
420
        MARC records, rather than these instructions.
421
422
  Once the installer has completed, you can import and index MARC
423
  records from the command line thusly:
424
    $ export KOHA_CONF=/usr/share/koha/etc/koha-conf.xml
425
  NOTE: use the correct path to your koha-conf.xml
426
427
8.1 Import
428
429
  Bibliographic data in MARC21 format:
430
    $ misc/migration_tools/bulkmarcimport.pl -file /path/to/marc.iso2709
431
432
  Authority data in MARC21 format:
433
    $ misc/migration_tools/bulkauthimport.pl -file /path/to/auth.iso2709
434
435
8.2 Fast Index:
436
437
  NOTE: This script must be run as the kohauser otherwise
438
        permission errors and indexing problems will follow.
439
        (the default is 'koha' -- see step 3).
440
441
    $ misc/migration_tools/rebuild_zebra.pl -b -w
442
443
  Once the indexing has completed, you will be able to search for
444
  records in your system.
445
446
447
8.3 Public Z39.50/SRU server
448
449
  To enable public Z39.50/SRU servers, you'll need to edit your
450
  koha-conf.xml and change the <listen> options to listen on a
451
  TCP port; then restart the zebra daemon.
452
453
454
UPGRADE
455
=================================================================
456
457
  If you are running in another language other than English,
458
  please switch to English before doing the upgrade, the
459
  templating system has changed and the templates will need to be
460
  regenerated.
461
462
  Once you have upgraded, please regenerate your templates in
463
  your chosen languages.
464
465
466
1. Install new Perl dependencies
467
468
  If you are upgrading from a previous installation of Koha 3.x,
469
  you can use the following to identify new Perl dependencies:
470
    $ ./koha_perl_deps.pl -u -m
471
472
  Install any missing modules using the instructions on sections
473
  1.6 and 1.7.
474
475
476
2. Upgrade Koha
477
478
    $ perl Makefile.PL --prev-install-log /path/to/koha-install-log
479
    $ make
480
    $ make test
481
    $ sudo make upgrade
482
483
484
3. Pre-3.4 upgrades
485
486
  Koha 3.4.x or later no longer stores items in biblio records so
487
  if you are upgrading from an older version as part of the
488
  upgrade you will need to do the following two steps, they can
489
  take a long time (several hours) to complete for large
490
  databases:
491
    $ misc/maintenance/remove_items_from_biblioitems.pl --run
492
    $ misc/migration_tools/rebuild_zebra.pl -b -r
493
494
495
Uninstall Instructions
496
=================================================================
497
498
1. Stop Services:
499
500
  Firstly, remove the apache website:
501
    $ sudo a2dissite koha
502
    $ sudo rm /etc/apache2/sites-available/koha
503
    $ sudo apache2ctl restart
504
505
  Next, remove the koha-zebra-daemon:
506
    $ sudo update-rc.d koha-zebra-daemon remove
507
    $ sudo rm /etc/init.d/koha-zebra-daemon
508
509
510
2a. Remove Database:
511
512
  Remember the <kohauser>, <kohapassword, and <kohadatabasename>
513
  need to be substituted on the following commands:
514
   $ mysql -u<kohauser> -p<kohapassword>
515
   mysql> drop database <kohadatabasename>;
516
517
518
2b. Remove Indexes:
519
520
  To help determine what <prefix> should be substituted with,
521
  run the following command:
522
    $ sudo find / -name "zebra-biblios.cfg"
523
    /etc/koha/zebradb/zebra-biblios.cfg
524
    /home/user/koha-3.08.03/etc/zebradb/zebra-biblios.cfg
525
    /home/user/koha-3.08.03/blib/ZEBRA_CONF_DIR/zebra-biblios.cfg
526
  There may be three copies, two of which will likely be in the
527
  user account that installed Koha. In this example, our <prefix>
528
  is '/etc/koha'.
529
530
  Once you know the value of prefix, run these commands
531
  substituting in the correct value:
532
   $ zebraidx -c <prefix>/zebradb/zebra-biblios.cfg -g iso2709 -d biblios init
533
   $ zebraidx -c <prefix>/zebradb/zebra-authorities.cfg -g iso2709 -d authorities init
534
535
536
3. Remove Koha Install Directories and Configuration Files
537
   Don't forget about any crontab entries
538
539
540
Tested on the following operating environments
541
=================================================================
542
  - Ubuntu Precise Pangolin 12.04
543
544
545
Installer Bug reports
546
=================================================================
547
  Please log any installer bug reports at
548
  http://bugs.koha-community.org
549
550
551
Other Notes
552
=================================================================
553
This file is part of Koha
554
555
Koha is free software; you can redistribute it and/or modify it
556
under the terms of the GNU General Public License as published by
557
the Free Software Foundation; either version 2 of the License, or
558
(at your option) any later version.
559
560
Koha is distributed in the hope that it will be useful, but
561
WITHOUT ANY WARRANTY; without even the implied warranty of
562
MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
563
GNU General Public License for more details.
564
565
You should have received a copy of the GNU General Public License
566
along with Koha; if not, write to the Free Software Foundation:
567
    Free Software Foundation
568
    51 Franklin Street, Fifth Floor
569
    Boston, MA 02110-1301
570
    USA
571
Or visit their website: http://www.fsf.org/
(-)a/INSTALL.ubuntu.lucid (-381 lines)
Lines 1-380 Link Here
1
=============================
2
Installation Guide for Installing Koha on Ubuntu Lucid Lynx (10.04 LTS) with MySQL 5
3
=============================
4
5
Copyright (C) 2007, 2008 LibLime (http://liblime.com)
6
Some parts copyright 2010 Chris Nighswonger
7
8
Original author: Joshua Ferraro
9
Modified for Ubuntu by: Chris Nighswonger (cnighswonger AT foundations DOT edu)
10
11
Feedback/bug reports: Koha Developer's List:
12
http://lists.koha-community.org/cgi-bin/mailman/listinfo/koha-devel
13
14
This document last modified: 20 Marchp 2012
15
16
Installation Instructions
17
=============================
18
19
All commands can be performed as a system user with sudo privileges,
20
as indicated or by running the command directly as root.
21
22
1. Prepare System and Install Dependencies
23
24
1.1 Install Ubuntu Lucid Lynx via CD
25
26
See http://www.ubuntu.com/getubuntu/download
27
28
1.2 Set up your locale
29
30
Your locale should be set to UTF-8, as should Apache2 and MySQL 5.
31
This step is VERY IMPORTANT for a UNICODE compliant system. Please
32
read over the following document carefully:
33
34
http://wiki.koha-community.org/wiki/Encoding_and_Character_Sets_in_Koha
35
36
You can verify your system locale by typing the following command:
37
38
    $ locale
39
40
IMPORTANT:  You _MUST_ follow all the steps outlined there for
41
            Apache2, MySQL 5, etc. BEFORE you install Koha.
42
43
1.3 Get Koha
44
45
1.3.1 Option A: Download Koha via Git (optional)
46
47
    $ sudo apt-get install git-core git-email
48
    $ git clone git://git.koha-community.org/koha.git kohaclone
49
    $ cd kohaclone
50
    $ git checkout -b myinstall origin
51
52
Note: for more information about Git, please see the Koha Git Usage Guide:
53
54
    http://wiki.koha-community.org/wiki/Version_Control_Using_Git
55
56
1.3.2 Option B: Download Koha from http://download.koha-community.org
57
58
    $ wget http://download.koha-community.org/koha-3.02.00.tar.gz
59
    ( Note: use the latest stable version)
60
61
1.4 Install additional Ubuntu dependencies
62
63
IMPORTANT:  You should only use CPAN for Perl dependencies which are NOT
64
            available from the package maintainer. You have been warned!
65
66
Using the ubuntu.packages file included in the Koha source tree,
67
run the following:
68
69
    $ sudo dpkg --set-selections < install_misc/ubuntu.packages
70
71
Now start dselect (you may need to 'sudo apt-get install dselect'):
72
73
    $ sudo dselect
74
75
Choose [I]nstall and accept packages to be installed (hit return)
76
77
(may take a while)
78
79
Choose [C]onfigure, [R]emove and [Q]uit until dselect has completed.
80
81
Note: If you are installing on an older version of Ubuntu, not all of the
82
      packages listed in ubuntu.packages may be available as packages.  You
83
      will want to verify which ones are installed and which ones not.
84
      This can be done by running the following command:
85
86
    $ install_misc/ubuntu-pkg-check.sh | grep none
87
88
When tracking down any "(none)" results, note that sometimes Ubuntu does the
89
right thing and installs a later, differently named version of the package in
90
place.  To see if this is happening, it is useful to run a command like:
91
92
    $ dpkg --get-selections | grep [base_package_name]
93
94
1.5 Install Perl dependencies that aren't packaged into Ubuntu Lucid Lynx
95
sources
96
97
Run the following command:
98
99
    $ sudo cpan HTTP::OAI Locale::Currency::Format Memoize::Memcached \
100
                PDF::API2::Simple Storable Text::CSV::Encoded CHI \
101
                CHI::Driver::Memcached
102
103
Note: you may need to run CPAN initialization if you've not run cpan
104
before:
105
106
    /etc/perl/CPAN/Config.pm initialized.
107
108
    CPAN is the world-wide archive of perl resources. It consists of about
109
    100 sites that all replicate the same contents all around the globe.
110
    Many countries have at least one CPAN site already. The resources
111
    found on CPAN are easily accessible with the CPAN.pm module. If you
112
    want to use CPAN.pm, you have to configure it properly.
113
114
    If you do not want to enter a dialog now, you can answer 'no' to this
115
    question and I'll try to autoconfigure. (Note: you can revisit this
116
    dialog anytime later by typing 'o conf init' at the cpan prompt.)
117
118
    Are you ready for manual configuration? [yes]
119
120
When the configuration is completed CPAN will install the Perl modules.
121
122
2. Configuration of dependencies
123
124
2.1 Update root MySQL password (if dselect didn't do it for you already)
125
126
    $ sudo mysqladmin password <password>
127
128
2.2 Create the Koha database
129
130
    Create the database and user with associated privileges:
131
132
    $ mysqladmin -uroot -p<password> create <kohadatabasename>
133
    $ mysql -uroot -p<password>
134
135
    Welcome to the MySQL monitor.  Commands end with ; or \g.
136
    Your MySQL connection id is 22
137
    Server version: 5.0.32-Debian_7etch3-log Debian etch distribution
138
139
    Type 'help;' or '\h' for help. Type '\c' to clear the buffer.
140
141
    mysql> grant all on <kohadatabasename>.* to '<kohadatabaseuser>'@'localhost' identified by '<kohadatabaseuserpassword>';
142
    Query OK, 0 rows affected (0.00 sec)
143
144
    mysql> flush privileges;
145
    Query OK, 0 rows affected (0.00 sec)
146
147
    mysql> quit
148
149
2.3 Test your SAX Parser and correct where necessary
150
151
    You must be sure you're using the XML::LibXML SAX parser, not Expat or
152
    PurePerl, both of which have outstanding bugs with pre-composed
153
    characters. You can test your SAX parser by running:
154
155
    $ cd koha
156
    $ misc/sax_parser_print.pl
157
158
    You should see something like::
159
160
    XML::LibXML::SAX::Parser=HASH(0x81fe220)
161
162
    If you're using PurePerl or Expat, you'll need to edit your
163
    ini file, typically located at:
164
165
    /etc/perl/XML/SAX/ParserDetails.ini
166
167
    You will need to move the entire section for '[XML::LibXML::SAX::Parser]'
168
    to the bottom of the ini file.
169
170
3. Run the Koha installer
171
172
    $ perl Makefile.PL
173
    ( answer questions )
174
    $ make
175
    $ make test
176
    $ sudo make install
177
178
4. Configure and start Apache
179
    $ sudo ln -s /etc/koha/koha-httpd.conf /etc/apache2/sites-available/koha
180
    (note that the path to koha-httpd.conf may be different depending on your
181
    installation choices)
182
183
Add the following lines to /etc/apache2/ports.conf:
184
185
    Listen 80
186
    Listen 8080
187
188
If not running named virtual hosts (The default koha installation does not use
189
named virtual hosts.), comment out the following line:
190
191
    NameVirtualHost *:80
192
193
Run the following commands:
194
195
    $ sudo a2enmod rewrite deflate
196
    $ sudo a2ensite koha
197
    $ sudo apache2ctl restart
198
199
Note: you may still see the usual Apache default site if your VirtualHost
200
configuration isn't correct.  The command "sudo a2dissite default" may be a
201
quick fix, but may have side-effects.  See the Apache HTTPD manual section on
202
virtual hosts for full instructions.
203
204
5. Configure and start Zebra
205
206
Note: it's recommended that you daemonize the Zebra process and add it to your
207
startup profile. For a non-production test/development installation, running
208
Zebra from the command line can be useful. Pick from the two available options
209
below, or roll your own :-)
210
211
Note: it's also recommended that you create a Koha system user, which you will
212
have specified during the install process. Alternatively, Zebra can be
213
configured to run as the root user.
214
215
To add a user do:
216
217
    $ sudo adduser koha
218
219
Option 1: run the Zebra processes from the command line:
220
221
5.1.1 Zebra Search Server
222
223
This process send responses to search requests sent by Koha or
224
Z39.50/SRU/SRW clients.
225
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    $ sudo -u ${KOHA_USER} zebrasrv -f /etc/koha/koha-conf.xml
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    (note that the path to koha-conf.xml may be different depending on your
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    installation choices)
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Note: the user you run Zebra as will be the only user with write permission
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      on the Zebra index; in development mode, you may wish to use your
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      system user.
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5.1.2 Zebra Indexer
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Added/updated/deleted records in Koha MySQL database must be indexed
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into Zebra. A specific script must be launched each time a bibliographic
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or an authority record is edited.
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    $ sudo -u ${KOHA_USER} misc/migration_tools/rebuild_zebra -z -b -a
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    NOTE: This script should be run as the kohauser (the default is 'koha').
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Option 2: run the Zebra process as a daemon, and add to startup process:
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Note that references to $SCRIPT_DIR refer to the directory where
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Koha's command-line scripts are installed, e.g., /usr/share/koha/bin.
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5.2.1 Zebra Search Server
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    $ sudo ln -s ${SCRIPT_DIR}/koha-zebra-ctl.sh  /etc/init.d/koha-zebra-daemon
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    (Note: ${SCRIPT_DIR} is /usr/share/koha/bin/ by default in a standard install)
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    $ sudo update-rc.d koha-zebra-daemon defaults
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    ( Note: see man chkconfig(8) on other distros )
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    $ sudo ${SCRIPT_DIR}/koha-zebra-ctl.sh start
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5.2.2 Zebra Indexer
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Add an entry in Koha user crontab to scheduled added/updated/deleted records
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indexing by Zebra with this command:
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  <path/to/koha>/misc/migration_tools/rebuild_zebra -z -b -a
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See check misc/cronjobs/crontab.example for usage examples.
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NOTE: This job should be setup under the kohauser (the default is 'koha').
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You can also configure zebra-indexing as an background daemon, see http://wiki.koha-community.org/wiki/Background_indexing_with_Zebra
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6. Run the Web Installer, populate the database, initial configuration of settings
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    Point your browser to http://<servername>:8080/
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    It should redirect you to the Web Installer where you can continue the setup.
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    You can install the sample data for libraries, patrons, etc. via the Web Installer
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7. What next?
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    Once the installer has completed, you can import and index MARC records from the
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    command line thusly (Note: you can also use the 'Stage MARC records for import' from
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    the Tools area of Koha's Staff Client to import a batch of MARC records):
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    $ export KOHA_CONF=/usr/share/koha/etc/koha-conf.xml
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      (note: use the correct path to your koha-conf.xml)
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7.1 Import:
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    Bibliographic data in MARC21 format
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    $ misc/migration_tools/bulkmarcimport.pl -file /path/to/marc.iso2709
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    Authority data in MARC21 format
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    $ misc/migration_tools/bulkauthimport.pl -file /path/to/auth.iso2709
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7.2 Fast Index:
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    $ misc/migration_tools/rebuild_zebra.pl -b -w
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    Once the indexing has completed, you will be able to search for records in your system.
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    NOTE: This script should be run as the kohauser (the default is 'koha').
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7.3 Schedule regular index updates
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    You need to run rebuild_zebra.pl -b -a -z as a regular cron job in orde to pick up new bibs
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    and items as you add them. Check misc/cronjobs/crontab.example for usage examples. See 7.0 above.
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    NOTE: This job should be setup under the kohauser (the default is 'koha').
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    You can also indexing in background, see 5.2.2 above
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7.4 To enable public Z39.50/SRU servers, you'll need to edit your koha-conf.xml and
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    change the <listen> options to listen on a TCP port; then restart the zebra daemon.
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UPGRADE
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=======
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If you are running in another language other than english, please
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switch to english before doing the upgrade, the templating system has
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changed and the templates will need to be regenerated.
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Once you have upgraded, please regenerate your templates in your
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chosen languages.
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If you are upgrading from a previous installation of Koha 3.x, you can
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use the following:
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 ./koha_perl_deps.pl -u -m # to identify new Perl dependencies
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Install any missing modules
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IMPORTANT: Koha 3.6.x uses Template::Toolkit, this must be installed
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before the webinstaller can run
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 sudo apt-get install libtemplate-perl
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Koha 3.4.x or later no longer stores items in biblio records so
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if you are upgrading from an older version as part of the
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upgrade you will need to do the following two steps, they can take a
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long time (several hours) to complete for large databases
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 misc/maintenance/remove_items_from_biblioitems.pl --run
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 misc/migration_tools/rebuild_zebra.pl -b -r
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Uninstall Instructions
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=============================
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1) Stop Services:
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   $ sudo a2dissite koha
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   $ sudo rm /etc/apache2/sites-available/koha
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   $ sudo apache2ctl restart
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   $ sudo update-rc.d koha-zebra-daemon remove
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   $ sudo rm /etc/init.d/koha-zebra-daemon
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2) Remove Database and Indexes
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   # MySQL
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   $ mysql -u<kohauser> -p<kohapassword>
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   > drop database koha;
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   # Zebra Indexes
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   $ zebraidx -c <prefix>/etc/zebradb/zebra-biblios.cfg -g iso2709 -d biblios init
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   $ zebraidx -c <prefix>/etc/zebradb/zebra-authorities.cfg -g iso2709 -d authorities init
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3) Remove Koha Install Directories and Configuration Files
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   Don't forget about any crontab entries
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Tested on the following operating environments
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==============================================
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- Ubuntu Jaunty Jackalope 9.04
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Installer Bug reports
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=====================
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Please log any installer bug reports at http://bugs.koha-community.org
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Other Notes
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=====================
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This file is part of Koha
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Koha is free software; you can redistribute it and/or modify it under the
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terms of the GNU General Public License as published by the Free Software
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Foundation; either version 2 of the License, or (at your option) any later
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version.
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Koha is distributed in the hope that it will be useful, but WITHOUT ANY
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WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS FOR
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A PARTICULAR PURPOSE.  See the GNU General Public License for more details.
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You should have received a copy of the GNU General Public License along
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with Koha; if not, write to the Free Software Foundation, Inc.,
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51 Franklin Street, Fifth Floor, Boston, MA 02110-1301 USA.
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- 

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