Making use of the transient plugin

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

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-So you want to set up your own wiki using ikiwiki? This tutorial will walk
-you through setting up a wiki that is stored in [[Subversion]] or [[Git]],
-and that has optional support for commits from the web.
-
-1. [[Install]] ikiwiki. See [[download]] for where to get it.
-
-2. Create the master rcs repository for your wiki.
-
-               # Subversion
-               svnadmin create /svn/wikirepo
-               svn mkdir file:///svn/wikirepo/trunk -m create
-                
-               # Git
-               mkdir /git/wikirepo
-               cd /git/wikirepo
-               git init-db
-
-3. Check out the repository to make the working copy that ikiwiki will use.
-
-               # Subversion
-               svn co file:///svn/wikirepo/trunk ~/wikiwc
-                
-               # Git
-               git clone /git/wikirepo ~/wikiwc
-
-4. Build your wiki for the first time.
-
-               ikiwiki --verbose ~/wikiwc/ ~/public_html/wiki/ \
-                       --url=http://host/~you/wiki/
-
-   Replace the url with the real url to your wiki. You should now
-   be able to visit the url and see your wiki.
-
-5. Customise your wiki. The files in `/usr/share/ikiwiki/basewiki/` are
-   used if you don't have a custom version, so let's start by making a
-   custom version of the wiki's index page:
-
-               cd ~/wikiwc
-               cp /usr/share/ikiwiki/basewiki/index.mdwn .
-               $EDITOR index.mdwn
-                
-               # Subversion
-               svn add index.mdwn
-               svn commit -m customised index.mdwn
-                
-               # Git
-               git add index.mdwn
-               git commit -m customised index.mdwn
-               git push origin
-
-   You can also add any files you like from scratch of course.
-
-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` and `--rebuild` too. Get comfortable with its command line
-   (see [[usage]]).
-
-7. By now you should be getting tired of typing in all the command line
-   options each time you change something in your wiki's setup. And it's
-   also getting old to have to manualy rebuild the wiki each time you
-   change a file. Time to introduce setup files. 
-   
-   A sample setup file is [[ikiwiki.setup]]. Download it (or copy it from
-   `doc/ikiwiki.setup` in the ikiwiki sources), and edit it. 
-   
-   Most of the options, like `wikiname` in the setup file are the same as
-   ikiwiki's command line options (documented in [[usage]]. `srcdir` and
-   `destdir` are the two directories you specify when running ikiwiki by
-   hand. `svnrepo` is the path to your subversion repository.  Make sure
-   that all of these are pointing to the right directories, and read
-   through and configure the rest of the file to your liking.
+This tutorial will walk you through setting up a wiki with ikiwiki.
+
+[[!toc ]]
+
+## Install ikiwiki
+
+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.
+
+## Create your wiki
+
+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]].
+"""]]
+
+       % ikiwiki --setup /etc/ikiwiki/auto.setup
+
+Or, set up a blog with ikiwiki, run this command instead.
+
+       % ikiwiki --setup /etc/ikiwiki/auto-blog.setup
+
+`librpc-xml-perl` and `python-docutils` dependencies are needed.
+
+Either way, it will ask you a couple of questions.
+
+       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:
+
+Then, wait for it to tell you an url for your new site..
+
+       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
+
+Done! 
+
+## Using the web interface
+
+Now you can go to the url it told you, and edit pages in your new wiki
+using the web interface.
+
+(If the web interface doesn't seem to allow editing or login, you may
+need to [[configure_the_web_server|tips/dot_cgi]].)
+
+## Checkout and edit wiki source

 
 

-   If you want to use git, comment out the subversion stuff, uncomment and
-   edit the git stuff.
+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]]. 

 
 

-   Note that the default file has a block to configure an [[post-commit]] 
-   wrapper to update the wiki. You need to uncomment the related block for
-   whatever rcs you use and comment out the other rcs blocks.
+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.)

 
 

-   When you're satisfied, run `ikiwiki --setup ikiwiki.setup`, and it
-   will set everything up and update your wiki.
+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.)

 
 

-8. Set up [[CGI]] to allow editing the wiki from the web.
+       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

 
 

-   Just edit ikiwiki.setup, uncomment the block for the cgi wrapper, make
-   sure the filename for the cgi wrapper is ok, run 
-   `ikiwiki --setup ikiwiki.setup`, and you're done!
+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.

 
 

-9. Add [[PageHistory]] links to the top of pages. This requires you to have
-   setup a repository browser.  For Subversion, you may use [[ViewCVS]] or
-   something similar to access your [[Subversion]] repository.  For Git,
-   [[Gitweb]] can be used.
+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.

    
    

-   The `historyurl` setting makes ikiwiki add the links, and in that url,
-   "\[[file]]" is replaced with the name of the file to view. So edit
-   ikiwiki.setup and ucomment the appropriate `historyurl` setting and edit
-   it for your setup.
+       % 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.

    
    

-   Then run `ikiwiki --setup ikiwiki.setup` again.
+       % 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.
+
+----
+
+_Notes_:

 
 

-10. Enjoy your new wiki! Add yourself to [[IkiWikiUsers]]
+- If you are searching for the file where the users are stored, it's in `your_repository/.ikiwiki/userdb`. The one which is in YOUR REPOSITORY, it cannot be found into your `~/.ikiwiki`.
+- If you want to enable a plugin you **WILL HAVE** to add it to the `add_plugins` array in the `*.setup` file (or to use the `--plugin` switch while calling `ikiwiki`). Uncommenting the plugin options/configuration fields in the setup is not **ALWAYS** sufficient. You have been warned.