.. -*- coding: utf-8 -*-

.. _SetUpEnv:

===================================================

Installation and set-up of a *CubicWeb* environment

===================================================

Installation of `Cubicweb` and its dependencies

-----------------------------------------------

*CubicWeb* is packaged for Debian and Ubuntu, but can be installed from source

using a tarball or the Mercurial version control system.

.. _DebianInstallation:

Debian and Ubuntu packages

```````````````````````````

Depending on the distribution you are using, add the appropriate line to your list

of sources (for example by editing ``/etc/apt/sources.list``).

For Debian Lenny::

  deb http://ftp.logilab.org/dists/ lenny/

For Debian Sid::

  deb http://ftp.logilab.org/dists/ sid/

For Ubuntu Hardy::

  deb http://ftp.logilab.org/dists/ hardy/

You can now install the required packages with the following command::

  apt-get update

  apt-get install cubicweb cubicweb-dev

`cubicweb` installs the framework itself, allowing you to create

new instances.

`cubicweb-dev` installs the development environment allowing you to

develop new cubes.

There is also a wide variety of cubes listed on http://www.cubicweb.org/Project available as debian packages and tarball.

The repositories are signed with `Logilab's gnupg key`_. To avoid warning on "apt-get update":

1. become root using sudo

2. download http://ftp.logilab.org/dists/logilab-dists-key.asc using e.g. wget

3. run "apt-key add logilab-dists-key.asc"

4. re-run apt-get update (manually or through the package manager, whichever you prefer)

.. _`Logilab's gnupg key`: http://ftp.logilab.org/dists/logilab-dists-key.asc

Install from source

```````````````````

You can download the archive containing the sources from our `ftp site`_ at::

  http://ftp.logilab.org/pub/cubicweb/

.. _`ftp site`: http://ftp.logilab.org/pub/cubicweb/

or keep up to date with on-going development by using Mercurial and its forest

extension::

  hg fclone http://www.logilab.org/hg/forests/cubicweb

See :ref:`MercurialPresentation` for more details about Mercurial.

When cloning a repository, you might be set in a development branch

(the 'default' branch). You should check that the branches of the

repositories are set to 'stable' (using `hg up stable` for each one)

if you do not intend to develop the framework itself.

In both cases, make sure you have installed the dependencies (see appendixes for

the list).

PostgreSQL installation

```````````````````````

Please refer to the `PostgreSQL project online documentation`_.

.. _`PostgreSQL project online documentation`: http://www.postgresql.org/

You need to install the three following packages: `postgresql-8.3`,

`postgresql-contrib-8.3` and `postgresql-plpython-8.3`.

Other dependencies

``````````````````

You can also install:

* `pyro` if you wish the repository to be accessible through Pyro

  or if the client and the server are not running on the same machine

  (in which case the packages will have to be installed on both

  machines)

* `python-ldap` if you plan to use a LDAP source on the server

.. _ConfigurationEnv:

Environment configuration

-------------------------

If you installed *CubicWeb* by cloning the Mercurial forest, then you

will need to update the environment variable PYTHONPATH by adding

the path to the forest ``cubicweb``:

Add the following lines to either `.bashrc` or `.bash_profile` to configure

your development environment ::

    export PYTHONPATH=/full/path/to/cubicweb-forest

If you installed *CubicWeb* with packages, no configuration is required and your

new cubes will be placed in `/usr/share/cubicweb/cubes` and your instances

will be placed in `/etc/cubicweb.d`.

You may run a system-wide install of *CubicWeb* in "user mode" and use it for

development by setting the following environment variable::

    export CW_MODE=user

    export CW_CUBES_PATH=~/lib/cubes

    export CW_INSTANCES_DIR=~/etc/cubicweb.d/

    export CW_INSTANCES_DATA_DIR=$CW_INSTANCES_DIR

    export CW_RUNTIME_DIR=/tmp

.. note::

    The values given above are our suggestions but of course

    can be different.

Databases configuration

-----------------------

.. _ConfigurationPostgresql:

PostgreSQL configuration

````````````````````````

.. note::

    If you already have an existing cluster and PostgreSQL server

    running, you do not need to execute the initilization step

    of your PostgreSQL database.

* First, initialize the database PostgreSQL with the command ``initdb``.

  ::

    $ initdb -D /path/to/pgsql

  Once initialized, start the database server PostgreSQL

  with the command::

    $ postgres -D /path/to/psql

  If you cannot execute this command due to permission issues, please

  make sure that your username has write access on the database.

  ::

    $ chown username /path/to/pgsql

* The database authentication can be either set to `ident sameuser`

  or `md5`.

  If set to `md5`, make sure to use an existing user

  of your database.

  If set to `ident sameuser`, make sure that your

  client's operating system user name has a matching user in

  the database. If not, please do as follow to create a user::

    $ su

    $ su - postgres

    $ createuser -s -P username

  The option `-P` (for password prompt), will encrypt the password with

  the method set in the configuration file ``pg_hba.conf``.

  If you do not use this option `-P`, then the default value will be null

  and you will need to set it with::

    $ su postgres -c "echo ALTER USER username WITH PASSWORD 'userpasswd' | psql"

  This login/password will be requested when you will create an

  instance with `cubicweb-ctl create` to initialize the database of

  your instance.

.. note::

    The authentication method can be configured in ``pg_hba.conf``.

.. FIXME Are these steps really necessary? It seemed to work without.

* Installation of plain-text index extension ::

    cat /usr/share/postgresql/8.3/contrib/tsearch2.sql | psql -U username template1

* Installation of plpythonu language by default ::

    createlang -U pgadmin plpythonu template1

MySql configuration

```````````````````

Yout must add the following lines in ``/etc/mysql/my.cnf`` file::

    transaction-isolation = READ-COMMITTED

    default-storage-engine=INNODB

    default-character-set=utf8

    max_allowed_packet = 128M

.. note::

    It is unclear whether mysql supports indexed string of arbitrary lenght or

    not.

Pyro configuration

------------------

If you use Pyro, it is required to have a name server Pyro running on your

network (by default it is detected by a broadcast request).

To do so, you need to :

* launch the server manually before starting cubicweb as a server with

  `pyro-nsd start`

* edit the file ``/etc/default/pyro-nsd`` so that the name server pyro

  will be launched automatically when the machine fire up