updated branch; this is ready for review for inclusion in IkIWiki

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

diff --git a/doc/setup.mdwn b/doc/setup.mdwn
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+++ b/doc/setup.mdwn
@@ -1,220 +1,156 @@
 This tutorial will walk you through setting up a wiki with ikiwiki.
 
 This tutorial will walk you through setting up a wiki with ikiwiki.
 

-1. [[Download]] and [[install]] ikiwiki.
+[[!toc ]]

 
 

-2. Decide where your wiki's files will go.
+## Install ikiwiki

 
 

-   As a wiki compiler, ikiwiki builds a wiki from files in a source directory,
-   and outputs the files to a destination directory.  If you keep your wiki in
-   a version control system, the source directory will contain a working copy
-   checked out from the version control system.
+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.

 
 

-   For the purposes of this tutorial, we'll set shell variables
-   for these locations, and use those variables in the commands that follow.
+You may also want to try out a sandboxed [[Docker image|https://github.com/elecnix/ikiwiki-docker]]
+with ikiwiki pre-installed or this other [[one|https://github.com/dgsb/docker-ikiwiki]] which will use a volume to access a local git repository
+for the wiki content.

 
 

-                       SRCDIR=~/wikiwc
-                       DESTDIR=~/public_html/wiki/
+## Create your wiki

 
 

-   Note that ikiwiki owns the working copy directory; do not perform your own
-   edits in ikiwiki's working copy.
+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. Create the beginnings of your wiki.
+       % ikiwiki --setup /etc/ikiwiki/auto.setup

 
 

-   This will create a simple main page for the wiki.
+Or, set up a blog with ikiwiki, run this command instead.

 
 

-                       mkdir $SRCDIR
-                       cd $SRCDIR
-                       $EDITOR index.mdwn
+       % ikiwiki --setup /etc/ikiwiki/auto-blog.setup

 
 

-   In the editor, you could start by entering a simple page like 
-   [[toggle id=page text="this one"]].
-   
-   [[toggleable id=page text="""
-                       Welcome to your new wiki.
-                       All wikis are supposed to have a [[SandBox]],
-                       so this one does too.
-                       ----
-                       This wiki is powered by [ikiwiki](http://ikiwiki.info).
-   """]]
-   
-   See [[HelpOnFormatting]] for details about the markup language.
+`librpc-xml-perl` and `python-docutils` dependencies are needed.

 
 

-   Note that several [[standard_wiki_pages|basewiki]] will be added to your
-   wiki, from files in `/usr/share/ikiwiki/basewiki/`, so your wiki will
-   automatically get a [[SandBox]], and some other useful pages.
+Either way, it will ask you a couple of questions.

 
 

-4. Build your wiki for the first time.
+       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:

 
 

-                       ikiwiki --verbose $SRCDIR $DESTDIR --url=http://example.org/~you/wiki/
+Then, wait for it to tell you an url for your new site..

 
 

-   Replace the url with the real url to your wiki. You should now
-   be able to visit the url and see your wiki.
+       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

 
 

-5. Repeat steps 3 and 4 as desired, editing or adding pages and rebuilding
-   the wiki. 
-   
-   To quickly get started on a common task like blogging with ikiwiki, you
-   can copy in files from the [[examples]]. The examples are located in
-   `doc/examples/` in the ikiwiki source package.
+Done! 

 
 

-   You can play around with other ikiwiki parameters such as `--wikiname`
-   and `--rebuild` too. Get comfortable with its command line (see
-   [[usage]]).
+## Using the web interface

 
 

-6. 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. 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. Note that this
-   file should *not* be put in your wiki's directory with the rest of the
-   files. A good place to put it is in a ~/.ikiwiki/ subdirectory.
-   
-   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. Make sure that these are pointing to the right directories, and
-   read through and configure the rest of the file to your liking.
+Now you can go to the url it told you, and edit pages in your new wiki
+using the web interface.

 
 

-   When you're satisfied, run `ikiwiki --setup ikiwiki.setup`, and it
-   will set everything up.
+(If the web interface doesn't seem to allow editing or login, you may
+need to [[configure_the_web_server|tips/dot_cgi]].)

 
 

-7. Turn on additional features.
+## Checkout and edit wiki source

 
 

-   Now you have a basic wiki with a configuration file. Time to experiment
-   with ikiwiki's many features. 
-   
-   Let's first enable a key wiki feature and set up [[CGI]] to allow
-   editing the wiki from the web. 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!
+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]]. 
+
+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.)
+
+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.)
+
+       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
+
+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.
+
+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.

 
 

-   There are lots of other configuration options in ikiwiki.setup that you
-   can uncomment, configure, and enable by re-running
-   `ikiwiki --setup ikiwiki.setup`. Be sure to browse through all the
-   [[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.

 
 

-8. Put your wiki in revision control.
+After making changes to this file, you need to tell ikiwiki to use it:

 
 

-   At this point you might want to check your wiki in to a revision control
-   system you can get history of past changes and revert edits. Depending
-   on the revision control system you choose, the way this is done varies.
+       % 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.

    
    

-   There's little that's ikiwiki specific about these instructions; this is
-   just how you put a directory under revision control using the various
-   systems that ikiwiki supports. Note that the .ikiwiki subdirectory is
-   where ikiwiki keeps its state, and should be preserved, but not checked
-   into revision control.
-
-   [[toggle id=subversion text="Subversion"]]
-   [[toggleable id=subversion text="""
-                       REPOSITORY=~/wikirepo
-                       svnadmin create $REPOSITORY
-                       svn mkdir file://$REPOSITORY/trunk -m "create trunk"
-                       cd $SRCDIR
-                       svn co file://$REPOSITORY/trunk .
-                       svn add *
-                       svn commit -m "initial import"
-   """]]
+       % 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.

    
    

-   [[toggle id=git text="Git"]]
-   [[toggleable id=git text="""
-       When using Git, you probably want to set up two repositories, of which
-       one should be bare (meaning that it does not have a working tree
-       checked out). We call the bare repository the "repository" and the
-       other will be the "srcdir" (which `ikiwiki` uses to compile the wiki).
-       There are [other
-       ways](http://blog.madduck.net/vcs/2007.07.11_publishing-git-repositories)
-       to do the following, but this might be easiest:
-
-                       REPOSITORY=~/wiki.git
-                       GIT_DIR=$REPOSITORY git --bare init --shared
-                       cd $SRCDIR
-                       git init
-                       echo /.ikiwiki > .gitignore
-                       git add .
-                       git commit -m "initial commit"
-                       git remote add origin $REPOSITORY
-                       git config branch.master.merge refs/heads/master
-                       git push --all
-
-       It is **paramount** that you **never** push to the Git repository in
-       `$SRCDIR` ([this FAQ entry explains
-       why](http://git.or.cz/gitwiki/GitFaq#head-b6a3d85f677763313159eb39f7dbf4579d4ee28b)).
-       Instead, if you want to work on the wiki from a remote machine, clone
-       `$REPOSITORY`, using either the `git` transport (if available), or
-       `ssh`.
-
-       If at any point you commit changes in `$SRCDIR`, make sure to `git
-       push` them to the `$REPOSITORY`.
-
-       Finally, see [[Git_pitfalls]] if you experience problems.
-   """]]
-
-   [[toggle id=tla text="TLA"]]
-   [[toggleable id=tla text="""
-                       REPOSITORY=~/wikirepo
-                       tla make-archive me@localhost--wiki $REPOSITORY
-                       tla my-id "<me@localhost>"
-                       cd $SRCDIR
-                       tla archive-setup me@localhost--wiki/wiki--0
-                       tla init-tree me@localhost--wiki/wiki--0
-                       # Edit {arch}/=tagging-method and change the precious
-                       # line to add the .ikiwiki directory to the regexp.
-                       tla add *
-                       tla import
-   """]]
-
-   [[toggle id=mercurial text="Mercurial"]]
-   [[toggleable id=mercurial text="""
-                       REPOSITORY=$SRCDIR
-                       hg init $REPOSITORY
-                       cd $REPOSITORY
-                       hg add *
-                       hg commit -m "initial import"
-   """]]
-
-   [[toggle id=monotone text="Monotone"]]
-   [[toggleable id=monotone text="""
-                       # These instructions are standard instructions to import a directory into monotone
-                       # and set it up so that you don't need any passwords to use it
-                       REPOSITORY=~/.ikiwiki/mtn.db
-                       BRANCH=com.company.wikiname
-                       # remember the password you use in the next step and
-                       # substitute it for 'wikiKeyPass' in the get_passphrase() hook below
-                       # note the you should never generate two monotone keys with the same name
-                       mtn genkey web@machine.company.com
-                       mtn db init --db=$REPOSITORY
-                       mv $SRCDIR $SRCDIR-old
-                       cd $SRCDIR-old
-                       echo ".ikiwiki" > $SRCDIR-old/.mtn-ignore
-                       mtn --db=$REPOSITORY --branch=$BRANCH import . -m "initial import"
-                       cd ..
-                       mtn --db=$REPOSITORY --branch=$BRANCH checkout $SRCDIR
-                       mv $SRCDIR-old/.ikiwiki $SRCDIR
-                       cat << EOF > $SRCDIR/_MTN/monotonerc
-                       function get_passphrase (branchname)
-                           return "wikiKeyPass"
-                       end
-                       EOF
-                       rm -r $SRCDIR-old
-   """]]
-
-9. Configure ikiwiki to use revision control.
-
-   Once your wiki is checked in to the revision control system,
-   you should configure ikiwiki to use revision control. Edit your
-   ikiwiki.setup, and uncomment the lines for the revision control system
-   you chose to use. Be sure to set `svnrepo` to $REPOSITORY, if using
-   subversion. Uncomment the block for the wrapper for your revision
-   control system, and configure the wrapper path in that block
-   appropriately (for Git, it should be `$REPOSITORY/hooks/post-update`).
-
-   Once it's all set up, run `ikiwiki --setup ikiwiki.setup` once more.
-   Now you should be able to edit files in $SRCDIR, and use your revision
-   control system to commit them, and the wiki will automatically update.
-   And in the web interface, RecentChanges should work, and files changed
-   by web users will also be committed using revision control.
-
-10. Enjoy your new wiki! Add yourself to [[IkiWikiUsers]]. And check out
-    [[tips]] to find out how to get more out of ikiwiki.
+       % 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_:
+
+- 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.