Installation Guide for Installing Koha on Debian Etch with MySQL 5
=============================
-Copyright (C) 2007, LibLime
+Copyright (C) 2007, 2008 LibLime (http://liblime.com)
+Some parts copyright 2010 Chris Nighswonger
-Maintainer: Joshua Ferraro (jmf AT liblime DOT com)
-Feedback/bug reports: jmf AT liblime DOT com
-This document last modified: 29 December 2007
+Feedback/bug reports: Koha Developer's List:
+https://lists.koha-community.org/cgi-bin/mailman/listinfo/koha-devel
+
+This document last modified: 19 May 2010
Installation Instructions
=============================
See http://www.debian.org/releases/etch/debian-installer/
+WARNING: use Perl 5.8 (a library Koha depends on,
+MARC::File::XML may not work with Perl 5.10, see:
+http://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=2309),
+
1.2 Set up your locale
Your locale should be set to UTF-8, as should Apache2 and MySQL 5.
1.4.1 Option A: Download Koha via Git (optional)
- $ git clone git://git.koha.org/pub/scm/koha.git kohaclone
+ $ git clone git://git.koha-community.org/pub/scm/koha.git kohaclone
$ cd kohaclone
$ git checkout -b myinstall origin
http://wiki.koha.org/doku.php?id=en:development:git_usage
-1.4.2 Option B: Download Koha from http://download.koha.org
+1.4.2 Option B: Download Koha from http://download.koha-community.org
- $ wget http://download.koha.org/koha-3.00.00-beta.tar.gz
+ $ wget http://download.koha-community.org/koha-3.00.00-beta.tar.gz
( Note: use the latest stable version)
1.5 Install additional Debian dependencies
$ sudo cpan MARC::Record Class::Accessor MARC::Charset MARC::File::XML \
Net::Z3950::ZOOM HTML::Template::Pro MARC::Crosswalk::DublinCore \
PDF::Reuse PDF::Reuse::Barcode Data::ICal GD::Barcode::UPCE \
- XML::RSS Algorithm::CheckDigits::M43_001 Biblio::EndnoteStyle POE Schedule::At
+ XML::RSS Algorithm::CheckDigits::M43_001 Biblio::EndnoteStyle POE \
+ Schedule::At DBD::SQLite GD SMS::Send HTTP::OAI IPC::Cmd Locale::Currency::Format
+
+
+ WARNINGS:
+ 1.6.1 A Perl library Koha depends on, MARC::File::XML may not work with Perl
+ 5.10, see: http://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=2309),
-There is a known but benign error in the test case for Barcode::Code128,
-which is required by PDF::Reuse::Barcode. If this module is not installed,
-you can do a forced installation of Barcode::Code128.
+ 1.6.2 Recent versions of CGI::Session have caused some issues for users;
+ as of this release date, we suggest downloading the CGI::Session::Serialize::yaml
+ tarball direct from CPAN and install it directly rather than using the cpan command
+
+ 1.6.3 There is a known but benign error in the test case for Barcode::Code128,
+ which is required by PDF::Reuse::Barcode. If this module is not installed,
+ you can do a forced installation of Barcode::Code128.
Note: you may need to run CPAN initialization if you've not run cpan
before:
/etc/perl/XML/SAX/ParserDetails.ini
-2.4 Create test database in order to install DBD::mysql
+2.4 Install DBD::mysql Perl module
In order to handle UTF-8 correctly, Koha requires at least version 4.004
-of the DBD::mysql Perl module. However, Debian Etch has a stable package
+of the DBD::mysql Perl module. However, Debian Etch has a stable package
only for version 3.0008, so it is necessary to install the module from CPAN.
+DBD::mysql's test suite needs to use a MySQL 'test' DB which doesn't exist
+anymore. So there are two options to install DBD::mysql:
+
+ (1) install without test suite,
+ (2) install with test suite requiring a test MySQL DB creation.
+
+2.4.1 Install without test suite
+
+Force install DBD::mysql:
+
+ $ sudo cpan
+ cpan> force install DBD::mysql
+
+2.4.2 Create test database in order to install DBD::mysql
+
Because of DBD::mysql's test suite, it is necessary to temporarily create a
test database and user:
( answer questions )
$ make
$ make test
- $ sudo make install
+ $ sudo make install #If doing a -dev install, skip the sudo!
4. Configure and start Apache
$ sudo ln -s /etc/koha/koha-httpd.conf /etc/apache2/sites-available/koha
Listen 80
Listen 8080
+(Note: It may be productive to use different DNS entries and NamedVirtualHosts
+directives in Apache to separate the staff and OPAC clients, to eliminate a
+cross-client authentication nuisance, but it will work fine like this.)
+
Run the following commands:
$ sudo a2enmod rewrite
$ sudo a2ensite koha
$ sudo apache2ctl restart
+Note: you may still see the usual Apache default site if your VirtualHost
+configuration isn't correct. The command "sudo a2dissite default" may be a
+quick fix, but may have side-effects. See the Apache HTTPD manual section on
+virtual hosts for full instructions.
+
5. Configure and start Zebra
Note: it's recommended that you daemonize the Zebra process and add it to your
startup profile. For a non-production test/development installation, running
-Zebra from the command line can be useful. Pick from the two available options
-below, or roll your own :-)
+Zebra from the command line can be useful. Otherwise you will want zebrasrv
+running when Apache/Koha is.
Note: it's also recommended that you create a Koha system user, which you will
have specified during the install process. Alternatively, Zebra can be
configured to run as the root user.
-Option 1: run the Zebra processes from the command line:
+Option 1: run the Zebra process from the command line:
+
+1.1 Zebra Search Server
+
+This process send responses to search requests sent by Koha or
+Z39.50/SRU/SRW clients.
- Zebra Server:
$ sudo -u ${KOHA_USER} zebrasrv -f /etc/koha/koha-conf.xml
(note that the path to koha-conf.xml may be different depending on your
installation choices)
- Note: the user you run Zebra as will be the only user with write permission
- on the Zebra index; in development mode, you may wish to use your system
- user.
+Note: the user you run Zebra as will be the only user with write permission
+ on the Zebra index; in development mode, you may wish to use your
+ system user.
- Zebraqueue Daemon:
- $ sudo -u ${KOHA_USER} misc/bin/zebraqueue_daemon.pl
+1.2 Zebra Indexer
- Note: if you are running in this mode, you may wish to defer starting the
- zebraqueue until you've run the web installer (see below).
+Added/updated/deleted records in Koha MySQL database must be indexed
+into Zebra. A specific script must be launched each time a bibliographic
+or an authority record is edited.
-Option 2: run the Zebra processes as daemons, and add to startup process:
+ $ sudo -u ${KOHA_USER} misc/migration_tools/rebuild_zebra -z -b -a
+ NOTE: This script should be run as the kohauser (the default is 'koha').
+
+Option 2: run the Zebra process as a daemon, and add to startup process:
Note that references to $SCRIPT_DIR refer to the directory where
Koha's command-line scripts are installed, e.g., /usr/share/koha/bin.
- Zebra Server:
+1.1 Zebra Search Server
+
$ sudo ln -s ${SCRIPT_DIR}/koha-zebra-ctl.sh /etc/init.d/koha-zebra-daemon
(Note: ${SCRIPT_DIR} is /usr/share/koha/bin/ by default in a standard install)
$ sudo update-rc.d koha-zebra-daemon defaults
( Note: see man chkconfig(8) on other distros )
-
+
$ sudo ${SCRIPT_DIR}/koha-zebra-ctl.sh start
- Zebraqueue Daemon:
- $ sudo ln -s ${SCRIPT_DIR}/koha-zebraqueue-ctl.sh /etc/init.d/koha-zebraqueue-daemon
- $ sudo update-rc.d koha-zebraqueue-daemon defaults
- ( Note: see man chkconfig(8) on other distros )
+1.2 Zebra Indexer
- $ sudo ${SCRIPT_DIR}/koha-zebraqueue-ctl.sh start
+Add an entry in Koha user crontab to scheduled added/updated/deleted records
+indexing by Zebra with this command:
+
+ <path/to/koha>/misc/migration_tools/rebuild_zebra -z -b -a
+
+See check misc/cronjobs/crontab.example for usage examples.
+NOTE: This job should be setup under the kohauser (the default is 'koha').
6. Run the Web Installer, populate the database, initial configuration of settings
$ export KOHA_CONF=/usr/share/koha/etc/koha-conf.xml
(note: use the correct path to your koha-conf.xml)
+7.0 Schedule crontab jobs
+ Do you want Koha to:
+ send mail?
+ automatically index added records?
+ generate overdue or advance notices?
+ mark items lost after they are long overdue?
+ assess fines?
+
+ All these and other regularly scheduled background tasks are handled by crontab.
+ You need to examine the example crontab file, edit a copy to your liking, and schedule it.
+
+ $ crontab -l # just check if you have any other jobs already scheduled
+ $ cp ./misc/cronjobs/crontab.example my_crontab
+ $ vi my_crontab # select jobs or adjust times.
+ $ # If you had already scheduled lines, add them at the bottom.
+ $ crontab my_crontab # This overwrites your scheduled jobs with the new ones.
+
+ If you want to check to confirm, you can run crontab -l again.
+ NOTE: Be sure to add KOHA_CONF and PERL5LIB vars to the top of your cron jobs.
+
7.1 Import:
- $ misc/migration-tools/bulkmarcimport.pl -file /path/to/marc.iso2709
+ Bibliographic data in MARC21 format
+ $ misc/migration_tools/bulkmarcimport.pl -file /path/to/marc.iso2709
+ Authority data in MARC21 format
+ $ misc/migration_tools/bulkauthimport.pl -file /path/to/auth.iso2709
7.2 Fast Index:
- $ misc/migration-tools/rebuild_zebra.pl -b -w
+ $ misc/migration_tools/rebuild_zebra.pl -b -w
+
+ Once the indexing has completed, you will be able to search for records in your system.
+ NOTE: This script should be run as the kohauser (the default is 'koha').
- Once the indexing has completed, you will be able to search for records in your
- system. NOTE: if you don't run the Fast Index utility, and you have the zebraqueue
- daemon running, the indexin process will happen in the background, but it will be
- orders of magnitude slower.
+7.3 Schedule regular index updates
+ You need to run rebuild_zebra.pl -b -a -z as a regular cron job in orde to pick up new bibs
+ and items as you add them. Check misc/cronjobs/crontab.example for usage examples. See 7.0 above.
+ NOTE: This job should be setup under the kohauser (the default is 'koha').
- To enable the SRU servers, you'll need to edit your koha-conf.xml and change the
- <listen> options to listen on a TCP port; then restart the zebra daemon.
+7.4 To enable public Z39.50/SRU servers, you'll need to edit your koha-conf.xml and
+ change the <listen> options to listen on a TCP port; then restart the zebra daemon.
UPGRADE
=======
$ sudo apache2ctl restart
$ sudo update-rc.d koha-zebra-daemon remove
- $ sudo update-rc.d koha-zebraqueue-daemon remove
$ sudo rm /etc/init.d/koha-zebra-daemon
- $ sudo rm /etc/init.d/koha-zebraqueue-daemon
-2) Remove Koha Databases
+2) Remove Database and Indexes
# MySQL
$ mysql -u<kohauser> -p<kohapassword>
$ zebraidx -c <prefix>/etc/zebradb/zebra-authorities.cfg -g iso2709 -d authorities init
3) Remove Koha Install Directories and Configuration Files
+ Don't forget about any crontab entries
Tested on the following operating environments
==============================================
Koha is distributed in the hope that it will be useful, but WITHOUT ANY
WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS FOR
A PARTICULAR PURPOSE. See the GNU General Public License for more details.
-You should have received a copy of the GNU General Public License along with
-Koha; if not, write to the Free Software Foundation, Inc., 59 Temple Place,
-Suite 330, Boston, MA 02111-1307 USA
+You should have received a copy of the GNU General Public License along
+with Koha; if not, write to the Free Software Foundation, Inc.,
+51 Franklin Street, Fifth Floor, Boston, MA 02110-1301 USA.