fix edittemplate vs. template confusion

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

diff --git a/doc/setup.mdwn b/doc/setup.mdwn
index bc93da7b39d52e525f7488b548d98b4423f6b220..bdbe323fd673884eba68e1387ca4aa4c9d70f4c2 100644 (file)
--- a/doc/setup.mdwn
+++ b/doc/setup.mdwn
@@ -2,224 +2,151 @@ This tutorial will walk you through setting up a wiki with ikiwiki.
 
 [[!toc ]]
 
 
 [[!toc ]]
 

-## [[Download]] and [[install]] ikiwiki.
+## Install ikiwiki

 
 

-If you're using Debian or Ubuntu, ikiwiki is an `apt-get install ikiwiki` away.
+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.
 
 If you're not, see the [[download]] and [[install]] pages.
 

-## Quick start
+## Create your wiki

 
 

-If you'd like to set up a wiki now, and learn more later, just run this command
-and answer a couple of questions.
-
-       % ikiwiki -setup /etc/ikiwiki/simple.setup
-       What will the wiki be named? mywiki
-       What revision control system to use? git
-
-Wait for it to tell you an url for your new wiki.. Done!
-
-(If the CGI doesn't seem to let you edit pages, you might need to
-[[configure_apache|apache_cgi]]).)
-
-## Decide where your wiki's files will go.
-
-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.
-
-For the purposes of this tutorial, we'll set shell variables
-for these locations, and use those variables in the commands that follow.
+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]].
+"""]]

 
 

-       SRCDIR=~/wikiwc
-       DESTDIR=~/public_html/wiki/
+       % ikiwiki --setup /etc/ikiwiki/auto.setup

 
 

-Note that ikiwiki owns the working copy directory; do not perform your own
-edits in ikiwiki's working copy.
+Or, set up a blog with ikiwiki, run this command instead.

 
 

-## Create the beginnings of your wiki.
+       % ikiwiki --setup /etc/ikiwiki/auto-blog.setup

 
 

-This will create a simple main page for the wiki.
+`librpc-xml-perl` and `python-docutils` dependencies are needed.

 
 

-       mkdir $SRCDIR
-       cd $SRCDIR
-       $EDITOR index.mdwn
+Either way, it will ask you a couple of questions.

 
 

-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.
+       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:

 
 

-       All wikis are supposed to have a \[[SandBox]],
-       so this one does too.
+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

 
 

-       This wiki is powered by [ikiwiki](http://ikiwiki.info).
-"""]]
-   
-See [[ikiwiki/formatting]] for details about the markup language.
+Done! 

 
 

-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.
+## Using the web interface

 
 

-## Build your wiki for the first time.
+Now you can go to the url it told you, and edit pages in your new wiki
+using the web interface.

 
 

-       ikiwiki --verbose $SRCDIR $DESTDIR --url=http://example.org/~you/wiki/
+(If the web interface doesn't seem to allow editing or login, you may
+need to [[configure_the_web_server|tips/dot_cgi]].)

 
 

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

 
 

-## Add content to your wiki.
+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]]. 

 
 

-Continue 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.
+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.)

 
 

-You can experiment with other ikiwiki parameters such as `--wikiname`
-and `--rebuild` too. Get comfortable with its command line (see
-[[usage]]).
+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.)

 
 

-## Add a setup file.
+       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

 
 

-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.
+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.

 
 

-To generate a setup file, use `ikiwiki --dumpsetup`. You can pass
-all the options have you been including at the command line, and they
-will be stored in the setup file.
+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.

 
 

-       ikiwiki $SRCDIR $DESTDIR --url=http://example.org/~you/wiki/ --dumpsetup ikiwiki.setup
+Once the commit reaches the repository, ikiwiki will notice it, and
+automatically update the wiki with your changes.

 
 

-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.
+## Customizing the wiki

 
 

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

 
 

-## Turn on additional features.
+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.

 
 

-Now you have a basic wiki with a setup 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
-settings for the `cgi_wrapper`, make sure the filename for the cgi wrapper
-is ok, run `ikiwiki --setup ikiwiki.setup`, and you're done!
+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.

 
 

-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]]..
+After making changes to this file, you need to tell ikiwiki to use it:

 
 

-## Put your wiki in revision control.
+       % ikiwiki --setup foo.setup

 
 

-At this point you might want to check your wiki in to a revision control
-system so you can keep track of changes and revert edits. Depending
-on the revision control system you choose, the way this is done varies.
+Alternatively, you can ask ikiwiki to change settings in the file for you:

 
 

-Note that the .ikiwiki subdirectory is where ikiwiki keeps its state, and
-should be preserved, but not checked into revision control.
+       % ikiwiki --changesetup foo.setup --plugin goodstuff

 
 

-The [[ikiwiki-makerepo]] command automates setting up a wiki in
-revision control.
+See [[usage]] for more options.

 
 

-[[!toggle id=subversion text="Subversion"]]
-[[!toggleable id=subversion text="""
-       REPOSITORY=~/wikirepo
-       ikiwiki-makerepo svn $SRCDIR $REPOSITORY
-"""]]
+## Customizing file locations

 
 

-[[!toggle id=git text="Git"]]
-[[!toggleable id=git text="""
-       REPOSITORY=~/wiki.git
-       ikiwiki-makerepo git $SRCDIR $REPOSITORY
-
-Please see [[rcs/git]] for detailed documentation about how
-ikiwiki uses git repositories, and some important caveats
-about using the git repositories.
-"""]]
-
-[[!toggle id=mercurial text="Mercurial"]]
-[[!toggleable id=mercurial text="""
-       REPOSITORY=$SRCDIR
-       ikiwiki-makerepo mercurial $SRCDIR
-"""]]
-
-[[!toggle id=bazaar text="Bazaar"]]
-[[!toggleable id=bazaar text="""
-       REPOSITORY=$SRCDIR
-       ikiwiki-makerepo bzr $SRCDIR
-"""]]
-
-[[!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
-"""]]
+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.

 
 

-[[!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@example.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
-"""]]
+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.

 
 

-## Configure ikiwiki to use revision control.
+First, move the destination directory and repository around.
+   
+       % mv public_html/foo /srv/web/foo.com
+       % mv foo.git /srv/git/foo.git

 
 

-Once your wiki is checked in to the revision control system,
-you should configure ikiwiki to use revision control. Edit your
-ikiwiki.setup, set `rcs` to the the revision control system
-you chose to use. Be sure to set `svnrepo` to $REPOSITORY, if using
-subversion. Uncomment the configuration for the wrapper for your revision
-control system, and configure the wrapper path appropriately
-(for Git, it should be `$REPOSITORY/hooks/post-update`).
+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

 
 

-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.
+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.
 
 ## 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.