Merge branch 'master' into cvs

[git.ikiwiki.info.git] / doc / setup.mdwn

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--- a/doc/setup.mdwn
+++ b/doc/setup.mdwn
@@ -1,74 +1,145 @@
-So you want to set up your own wiki using ikiwiki? This turorial will walk
-you through setting up a wiki that is stored in [[Subversion]] and that has
-optional support for commits from the web.
+This tutorial will walk you through setting up a wiki with ikiwiki.

 
 

-1. [[Install]] ikiwiki.
+[[!toc ]]

 
 

-               apt-get install ikiwiki # soon
+## Install ikiwiki

 
 

-   Ikiwiki requires [[MarkDown]] be installed, and also uses the following
-   perl modules: `CGI::Session` `CGI::FormBuilder` `HTML::Template`
+If you're using Debian or Ubuntu, ikiwiki is an <code><a href="http://www.debian.org/doc/manuals/debian-reference/ch02.en.html#_basic_package_management_operations">apt-get</a> install ikiwiki</code> away.
+If you're not, see the [[download]] and [[install]] pages.

 
 

-2. Create the subversion repository for your wiki.
+## Create your wiki

 
 

-               svnadmin create /svn/wikirepo
-               svn mkdir file:///svn/wikirepo/trunk -m create
+All it takes to create a fully functional wiki using ikiwiki is running
+one command.
+[[!template id=note text="""
+For more control, advanced users may prefer to set up a wiki
+[[by_hand|byhand]].
+"""]]

 
 

-3. Check out the repository to make the working copy that ikiwiki will use.
+       % ikiwiki --setup /etc/ikiwiki/auto.setup

 
 

-               svn co file:///svn/wikirepo/trunk ~/wikiwc
+Or, set up a blog with ikiwiki, run this command instead.

 
 

-4. Create some files and add them into subversion.
+       % ikiwiki --setup /etc/ikiwiki/auto-blog.setup

 
 

-               echo "Welcome to my empty wiki." > ~/wikiwc/index.mdwn
-               echo "Feel free to edit this page" > ~/wikiwc/sandbox.mdwn
-               svn add ~/wikiwc/*.mdwn
-               svn commit ~/wikiwc -m add
+`librpc-xml-perl` and `python-docutils` dependencies are needed.

 
 

-5. Build your wiki for the first time.
+Either way, it will ask you a couple of questions.

 
 

-               ikiwiki --verbose ~/wikiwc/ ~/public_html/wiki/ \
-                       --url=http://host/~you/wiki/
+       What will the wiki be named? foo
+       What revision control system to use? git
+       What wiki user (or openid) will be admin? joey
+       Choose a password:

 
 

-   Replace the url with the right url to your wiki. You should now
-   be able to visit the url and see your page that you created earlier.
+Then, wait for it to tell you an url for your new site..

 
 

-6. Repeat steps 4 and 5 as desired, editing or adding pages and rebuilding
-   the wiki. You can play around with other ikiwiki parameters such as
-   --wikiname too. Get conformatble with its command line.
+       Successfully set up foo:
+               url:         http://example.com/~joey/foo
+               srcdir:      ~/foo
+               destdir:     ~/public_html/foo
+               repository:  ~/foo.git
+       To modify settings, edit ~/foo.setup and then run:
+               ikiwiki --setup ~/foo.setup

 
 

-7. Set up a Subversion [[post-commit]] hook to automatically rebuild your
-   wiki when you commit to it.
+Done! 

 
 

-               ikiwiki ~/wikiwc/ ~/public_html/wiki/ \
-                       --url=http://host/~you/wiki/ --wrapper
-               mv ikiwiki-wrap /svn/wikirepo/hooks/post-commit
+## Using the web interface

 
 

-8. Set up a [[CGI]] to allow editing the wiki from the web.
+Now you can go to the url it told you, and edit pages in your new wiki
+using the web interface.

 
 

-               ikiwiki ~/wikiwc/ ~/public_html/wiki/ \
-                       --url=http://host/~you/wiki/ --wrapper --cgi
-               chmod 6755 ikiwiki-wrap
-               mv wrapper ~/public_html/wiki/ikiwki.cgi
+(If the web interface doesn't seem to allow editing or login, you may
+need to [[configure_the_web_server|tips/dot_cgi]].)

 
 

-   Note that this assumes that your web server will run CGI scripts from
-   your public_html directory. You might need to put it somewhere else
-   depending on your web server configuration.
+## Checkout and edit wiki source

 
 

-9. Add links to the CGI to all the pages in your wiki, and update your
-   post-commit hook to add such links when updating the wiki in the
-   future. Note the use of the [[WrapperParamsTrick]].
+Part of the fun of using ikiwiki is not being limited to using the
+web for editing pages, and instead using your favorite text editor and
+[[Revision_Control_System|rcs]]. 

 
 

-               ikiwiki $(/svn/wikirepo/hooks/post-commit --params) \
-                       --cgiurl=http://host/~you/wiki/ikiwiki.cgi --wrapper
-               mv ikiwiki-wrap /svn/wikirepo/hooks/post-commit
-               ikiwiki $(/svn/wikirepo/hooks/post-commit --params) --rebuild
+To do this, you need to check out a copy of the source to your wiki.
+(You should avoid making changes directly to the `srcdir`, as that
+checkout is reserved for use by ikiwiki itself.)

 
 

-   Be sure to change the cgiurl to the actual url to the wiki.cgi you
-   installed in step 9.
+Depending on which [[Revision_Control_System|rcs]] you chose to use,
+you can run one of these commands to check out your own copy of your wiki's
+source. (Remember to replace "foo" with the real directory name.)

 
 

-10. Add [[PageHistory]] links to the top of pages. This requires you to have setup [[ViewCVS]] or something similar to access your [[Subversion]] repository.  The --historyurl parameter makes ikiwiki add the links, and in that url, "[[]]" is replaced with the name of the file to view. So repeat step 9 to rebuild the wiki post commit wrapper and wiki, adding a historyurl something like this one:
+       git clone foo.git foo.src
+       svn checkout file://`pwd`/foo.svn/trunk foo.src
+       cvs -d `pwd`/foo get -P ikiwiki
+       bzr clone foo foo.src
+       hg clone foo foo.src
+       darcs get foo.darcs foo.src
+       # TODO monotone, tla

 
 

-                --historyurl='http://svn.host/trunk/doc/[[]]?root=wiki'
+Now to edit pages by hand, go into the directory you checked out (ie,
+"foo.src"), and fire up your text editor to edit `index.mdwn` or whatever
+other page you want to edit. If you chose to set up a blog, there is even a
+sample first post in `posts/first_post.mdwn` that you can edit.

 
 

-11. Enjoy your new wiki!
+Once you've edited a page, use your revision control system to commit
+the changes. For distributed revision control systems, don't forget to push
+your commit.
+
+Once the commit reaches the repository, ikiwiki will notice it, and
+automatically update the wiki with your changes.
+
+## Customizing the wiki
+
+There are lots of things you can configure to customize your wiki.
+These range from changing the wiki's name, to enabling [[plugins]],
+to banning users and locking pages.
+
+If you log in as the admin user you configured earlier, and go to
+your Preferences page, you can click on "Setup" to customize many
+wiki settings and plugins.
+
+Some settings cannot be configured on the web, for security reasons or
+because misconfiguring them could break the wiki. To change these settings,
+you can manually edit the setup file, which is named something like
+"foo.setup". The file lists all available configuration settings
+and gives a brief description of each.
+
+After making changes to this file, you need to tell ikiwiki to use it:
+
+       % ikiwiki --setup foo.setup
+
+Alternatively, you can ask ikiwiki to change settings in the file for you:
+
+       % ikiwiki --changesetup foo.setup --plugin goodstuff
+
+See [[usage]] for more options.
+
+## Customizing file locations
+
+As a wiki compiler, ikiwiki builds a wiki from files in a source directory,
+and outputs the files to a destination directory. The source directory is
+a working copy checked out from the version control system repository.
+
+When you used `auto.setup`, ikiwiki put the source directory, destination
+directory, and repository in your home directory, and told you the location
+of each. Those locations were chosen to work without customization, but you
+might want to move them to different directories.
+
+First, move the destination directory and repository around.
+   
+       % mv public_html/foo /srv/web/foo.com
+       % mv foo.git /srv/git/foo.git
+
+If you moved the repository to a new location, checkouts pointing at the
+old location won't work, and the easiest way to deal with this is to delete
+them and re-checkout from the new repository location.
+   
+       % rm -rf foo
+       % git clone /srv/git/foo.git
+
+Finally, edit the setup file. Modify the settings for `srcdir`, `destdir`,
+`url`, `cgiurl`, `cgi_wrapper`, `git_wrapper`, etc to reflect where
+you moved things. Remember to run `ikiwiki --setup` after editing the
+setup file.
+
+## Enjoy your new wiki!
+
+Add yourself to [[IkiWikiUsers]]. And check out
+the [[tips]] to find out how to get more out of ikiwiki.