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TWiki Installation Guide

Installation instructions for the TWiki 01-Sep-2004 production release.

If you are reading this on your own TWiki installation, please get the latest installation guide (TWiki:TWiki.TWikiInstallationGuide), as this often has important updates to resolve installation issues.

These installation steps are based on the Apache web server on Linux. TWiki runs on other web servers and Unix systems, and should be fine with any web server and OS that meet the system requirements. Official documentation for platforms other than Linux is somewhat limited, so please check the topics listed below, they include some important tips for HP-UX, Solaris, OS/390, and many other platforms.

Standard Installation

Download the TWiki 01-Sep-2004 distribution in Unix ZIP format from http://TWiki.org/download.html. Please review the AdminSkillsAssumptions before you install TWiki.

Step 1: Create & Configure the Directories

ALERT! NOTE: If you don't have access to your Web server configuration files - for example, if you're installing on an ISP-hosted account, or you don't have administrator privileges on your intranet server - use the alternative Step 1 instead.

Example httpd.conf entries:
 ScriptAlias /twiki/bin/ "/home/httpd/twiki/bin/"
 Alias /twiki/ "/home/httpd/twiki/"
 <Directory "/home/httpd/twiki/bin">
    Options +ExecCGI
    SetHandler cgi-script
    Allow from all
 </Directory>
 <Directory "/home/httpd/twiki/pub">
    Options FollowSymLinks +Includes
    AllowOverride None
    Allow from all
 </Directory>
 <Directory "/home/httpd/twiki/data">
    deny from all
 </Directory>
 <Directory "/home/httpd/twiki/templates">
    deny from all
 </Directory>

Aletrnative Step 1: Create & Configure the Directories for Non-Root Accounts

To install TWiki on a system where you don't have Unix/Linux root (administrator) privileges, for example, on a hosted Web account or an intranet server administered by someone else:

TWiki dir: What it is: Where to copy: Example: down
twiki start-up pages root TWiki dir /home/smith/twiki/
twiki/bin CGI bin CGI-enabled dir /home/smith/twiki/bin
twiki/data topic data dir secure from public access /home/smith/twiki/data
twiki/lib library files same level as twiki/bin /home/smith/twiki/lib
twiki/pub public files htdoc enabled dir /home/smith/twiki/pub
twiki/templates web templates dir secure from public access /home/smith/twiki/templates

Note: Don't worry if you are not able to put the twiki/lib directory at the same level as the twiki/bin directory (e.g. because CGI bin directories can't be under your home directory and you don't have root access). You can create this directory elsewhere and configure the /twiki/bin/setlib.cfg file (done in Step 3)

Step 2: Set File Permissions

Step 3: Edit the Configuration Files

Step 4: Internationalisation Setup (Optional)

By default, TWiki is configured to support US ASCII letters (no accents) in WikiWords, and ISO-8859-1 (Western European) characters in page contents. If that's OK for you, skip this step.

If your Wiki will be used by non-English speakers, TWiki can be configured for Internationalisation ('I' followed by 18 letters, then 'N', or I18N). Specifically, TWiki will support suitable accented characters in WikiWords (as well as languages such as Japanese or Chinese in which WikiWords do not apply), and will support virtually any character set in the contents of pages. NOTE: TWiki does not currently support UTF-8, so you are advised not to use this - however, improved UTF-8 support is under development, see TWiki:Codev/ProposedUTF8SupportForI18N.

To configure internationalisation suppport:

  1. Edit the TWiki.cfg file's Internationalisation section to set the $useLocale parameter to 1. TWiki will now use the I18N parameters set in the rest of this section.
  2. Type the Unix/Linux command locale -a to find a suitable 'locale' for your use of TWiki. A locale that includes a dot followed by a character set is recommended, e.g. pl_PL.ISO-8859-2 for Poland. Consult your system administrator if you are not sure which locale to use.
  3. In TWiki.cfg, set the $siteLocale parameter to your chosen locale, e.g. pl_PL.ISO-8859-2 for Poland.
  4. Check your setup using testenv (download the latest testenv from TWiki:Support/SupportGuidelines if possible) - this provides some diagnostics for I18N setup, and in particular checks that your locale can be used successfully.
  5. (For upgrade of TWiki I18N sites only:) If you were using TWiki:Codev.TWikiRelease01Feb2003 support for I18N, and are using Internet Explorer or Opera, you should re-configure your browser so that it sends URLs encoded with UTF-8 (supported since TWiki:Codev.TWikiRelease01Sep2004). If you are doing a new installation of TWiki, you can ignore this step - no browser reconfiguration is needed for TWiki Release 01-Sep-2004).
    • Internet Explorer 5.0 or higher: in Tools | Options | Advanced, check 'always send URLs as UTF-8', then close all IE windows and restart IE.
    • Opera 6.x or higher: in Preferences | Network | International Web Addresses, check 'encode all addresses with UTF-8'.
    • NOTE: This does not mean that TWiki supports UTF-8 as a site character set.
  6. Try out your TWiki by creating pages in the Sandbox web that use international characters in WikiWords and checking that searching, WebIndex, Ref-By and other features are working OK.

Trouble with I18N?

If international characters in WikiWords do not seem to work, and you are on Perl 5.6 or higher, you may need to set the TWiki.cfg parameter $localeRegexes to 0 - this disables some features but enables TWiki to work even if your system has locales that do not work. Then, set the $upperNational and $lowerNational parameters to the valid upper and lower case accented letters for your locale.

If international characters in WikiWords aren't working, and you are on Perl 5.005 with working locales, keep $useLocale set to 1 and set $localeRegexes to 0, then set $upperNational and $lowerNational - if testenv generates the lists of characters for you, your locales are working so there is no need to set $localeRegexes to 0 in this case. See the comments in TWiki.cfg for more information.

Step 5: Configure Site-Wide Email Preferences

Step 6: Finish Up from Your Browser

That's it for the standard installation of TWiki. Read on for server-level customization options.

Additional Server-Level Options

With your new TWiki installation up and running, you can manage most aspects of your site from the browser interface. Only a few functions require access to the server file system, via Telnet or FTP. You can make these server-level changes during installation, and at any time afterwards.

Enabling Authentication of Users

WYSIWYG Editor

At this time, TWiki does not ship with an "what you see is what you get" editor. TWiki:Codev/IntegrateHtmlAreaEditor describes how to integrate an HTML editor.

ALERT! NOTE: User home topics are located in the DENX.Main web - don't try to move them or create them in other webs. From any other web, user signatures have to point to DENX.Main web, using a Main.UserName or %MAINWEB%.UserName format. (The %MAINWEB% variable is an advantage if you ever change the Main web name, but the standard Main.UserName is easier for users to enter, which is the bottom line!

TWiki File System Info

See Appendix A: TWiki File System for an installed system snapshot and descriptions of all files in the TWiki 01-Sep-2004 distribution.

-- TWiki:Main/PeterThoeny - 29 Aug 2004
-- TWiki:Main/MikeMannix - 16 May 2002