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INSTALL
============================== Installing Horde Framework 5 ============================== :Contact: horde@lists.horde.org .. contents:: Contents .. section-numbering:: This document contains instructions for installing the Horde Framework on your system. The Horde Framework, by itself, does not provide any significant end user functionality; it provides a base for other applications and tools for developers. When you have installed Horde as described below, you will probably want to install some of the available Horde applications, such as IMP_ (a webmail client), or Kronolith_ (a calendar). There is a list of Horde applications and projects at http://www.horde.org/apps. If you are interested in developing applications for Horde, there is developer documentation and references available at http://dev.horde.org/, and some tutorials and papers on Horde available at http://www.horde.org/community/papers. For information on the capabilities and features of Horde, see the file README_ in the top-level directory of the Horde distribution. .. _IMP: http://www.horde.org/apps/imp .. _Kronolith: http://www.horde.org/apps/kronolith Quick Install ============= These are very terse instructions how to install Horde and its prerequisites on a LAMP_ (Linux, Apache, MySQL, PHP) sytem. They are addressed to experienced administrators who know exactly what they are doing. For more detailed instructions, start reading below at Prerequisites_. 1. Compiling PHP for Apache 2:: cd php-x.x.x/ ./configure --with-apxs2=/usr/sbin/apxs2 \ --with-gettext --enable-mbstring --with-gd \ --with-png-dir=/usr --with-jpeg-dir=/usr \ [--with-mysql|--with-pgsql|--with-ldap] [--with-tidy] make make install 2. Restart Apache. 3. Make sure your PEAR package is up-to-date:: pear upgrade PEAR 4. Register Horde PEAR channel:: pear channel-discover pear.horde.org 5. Set Horde installation directory:: pear install horde/horde_role pear run-scripts horde/horde_role 6. Install Horde:: pear install -a -B horde/horde 7. Configure Horde:: cd config/ cp conf.php.dist conf.php 8. Finish configuration:: http://your-server/horde/ Go to Administration => Configuration => Horde (Or navigate to http://your-server/horde/admin/config) 9. Create database tables Go to Administration => Configuration. Click ``Update All DB Schemas``. 10. Test Horde (optional) Enable the test script in the Horde configuration at the ``General`` in the ``PHP Settings`` section, or edit ``horde/config/conf.php`` and set ``'testdisable'`` to false. Go to:: http://your-server/horde/test.php .. Important:: Disable the test script again after you are done. .. _LAMP: http://www.wikipedia.org/wiki/LAMP_(software_bundle) Prerequisites ============= The following prerequisites are **REQUIRED** for Horde to function properly. 1. A webserver that supports PHP. Horde is primarily developed under the Apache and Lighttpd webservers, which we recommend. These servers are available from: - http://httpd.apache.org/ - http://www.lighttpd.net/ 2. PHP 5.3.0 or above. PHP is the interpreted language in which Horde is written. You can obtain PHP sources at:: http://www.php.net/ .. Note:: Although the PHP 5.3 API is supported, for stability, performance, and security reasons it is **HIGHLY RECOMMENDED** to use a version of PHP >= 5.4.0. .. Note:: While it may be possible to install PHP using the package manager for your operating system, it is not recommended to do so if your distribution (e.g. Debian) does NOT update the actual PHP version in its package updates. Otherwise, you will be stuck with a PHP version that does not contain the most recent bug and security patches. On these systems, it is **HIGHLY RECOMMENDED** to either install PHP from source OR use a 3rd party package repository that contains the most recently released PHP version on the branch (5.4, 5.5, etc.) that you want to use. Follow the instructions in the PHP package to build PHP for your system. If you use Apache, be sure to build PHP as a library with one of the following options:: --with-apache --with-apxs --with-apxs2 options to ``./configure``, and not as a standalone executable. The following PHP extensions respective options are **REQUIRED** by Horde (listed with their own prerequisites and configure options). In many cases, the required libraries and tools can be obtained as packages from your operating system vendor. a. Gettext support. ``--with-gettext`` Gettext is the GNU Translation Project's localization library. Horde uses gettext to provide local translations of text displayed by applications. Information on obtaining the gettext package is available at http://www.gnu.org/software/gettext/gettext.html See also note below on configuring Translations_. All Horde translations are stored in UTF-8, so your underlying system MUST support UTF-8 for all locales that you wish to provide translation support for. b. XML and DOM support. XML and DOM support are enabled in PHP 5 by default. You only have to make sure that you do **not** use ``--disable-dom``, ``--disable-simplexml``, or ``--disable-xml``. Make sure you are using a newer (v2.7 or greater) version of libxml. Older versions of libxml are broken when handling certain charsets. The following PHP options are **RECOMMENDED** to enable advanced features in Horde: a. File Upload Support File upload support is **REQUIRED** by many applications to allow advanced features to work. To enable file upload support: 1. In your php.ini file, the following line **must** be present:: file_uploads = On 2. Your temporary upload directory **must** be writable to the user the web server is running as. If you leave the configuration option ``upload_tmp_dir`` blank in ``php.ini``, PHP will use the default directory compiled into it (normally ``/tmp`` on Unix-like systems). 3. Set the maximum size of the uploaded files via the ``upload_max_filesize`` configuration option in ``php.ini``. For example, to allow 5 MB attachments, place the following line in your ``php.ini`` file:: upload_max_filesize = 5M If either ``file_uploads`` is turned off, or your temporary upload directory is *not* writable by the server, all file upload functionality will be disabled by Horde and will not be available to the user. See the `File Uploads`_ FAQ entry for further information. b. A preferences container. Horde applications can store user preferences in an SQL database, an LDAP directory, an IMSP server, a Kolab server, or in PHP sessions. For SQL database preferences storage, Horde is thoroughly tested on MySQL(i) (``--with-mysql(i)``) and PostgreSQL (``--with-pgsql``), and has been reported to work with SQLite (enabled by default). Preferences can also be stored via LDAP (``--with-ldap``), Kolab (``--with-ldap``), and IMSP. Alternatively, preferences can be stored in PHP sessions, which requires no external programs or configure options, but which will not maintain preferences between sessions. While the LDAP, database, Kolab, or IMSP server need not be running on the machine onto which you are installing Horde, the appropriate client libraries to access the server must be available locally. If a preference container is not configured, no preference options will be configurable via Horde's web interface - the default values stored in each applications ``config/prefs.php`` file will be used. c. Multibyte character support (mbstring and iconv extensions) ``--enable-mbstring`` If these extensions are enabled, Horde can better support multibyte character sets. For iconv support you should use the GNU libiconv library, which is more stable and supports more charsets, compared to other iconv implementations, like Solaris', for example. Iconv support is enabled by default in PHP 5. You only have to make sure that you do **not** use ``--without-iconv`` d. GD support ``--with-gd`` Horde will use the GD extension to perform manipulations on image data through the Horde_Image library. If you want GD to be able to work with PNG images, you should use the ``--with-png-dir`` option to make sure PHP can find the PNG libraries it needs to compile. If you want GD to be able to work with JPEG images, you should use the ``--with-jpeg-dir`` option to make sure PHP can find the JPEG libraries it needs to compile. You can also use the imagick_ extension or the ImageMagick_ package to do these manipulations instead. The imagick_ extension is the recommended method for image manipulation. See the ``Image Manipulation`` tab of the Horde configuration for more details. ImageMagick version 6.5.7 or better is recommended. .. _imagick: http://pecl.php.net/package/imagick .. _ImageMagick: http://www.imagemagick.org e. tidy ``--with-tidy`` The tidy PHP extension is required to sanitize HTML data. .. Important:: Additionally, individual Horde applications may **REQUIRE** or **RECOMMEND** other options to be built into PHP also. Please check ``docs/INSTALL`` for all applications you wish to use to see if other PHP options are needed. f. fileinfo Allows Horde applications to guess the MIME type of files by analyzing their contents. This extension is automatically enabled by default. g. intl The intl extension is required to handle display of Internationalized Domain Names (see RFC 3490), e.g in e-mail addresses. This extension can be enabled by adding the ``--enable-intl`` option when compiling PHP. h. _`curl` ``--with-curl`` The `curl extension`_, if installed, will be used instead of PHP's fopen() when retrieving data from external HTTP servers (remote calendars, web APIs, etc.). This is much more reliable and flexible, so it is recommended to either enable it or install the http_ extension. This extension can be enabled by adding the ``--with-curl`` option when compiling PHP. 3. PEAR Modules PEAR is short for "PHP Extension and Application Repository". The goal of PEAR is to provide a means of distributing reusable code. For more information, see http://pear.php.net/ .. Important:: Make sure you are running a supported (i.e. new enough) version of PEAR: use the test script described below under "`Configuring Horde`_". Do **not** use the PEAR version from ftp.horde.org. Check that the path where the PEAR packages are installed are part of the ``include_path`` parameter that PHP uses to find PEAR packages. Run the command:: pear config-show You will see something like:: PEAR directory php_dir /usr/share/php Now open the php.ini file of your system, for example ``/etc/php.ini``, find the ``include_path`` and make sure that ``/usr/share/php`` is part of the list. If you had to change that value, restart the web server after saving ``php.ini``. .. Important:: If you are going to install Horde the recommended way, i.e. using the PEAR installer, you can skip the remainder of this section. Installing Horde through PEAR will automatically download and install all required PEAR packages. These PEAR packages are **RECOMMENDED** to be installed: a. Net_DNS2 If installed, it will be used instead of the built-in PHP function gethostbyaddr() for host name lookups. This has the advantage that Net_DNS2 has configurable timeouts and retries. To install, enter the following at the command prompt:: pear install Net_DNS2 b. Services_Weather (>= 1.3.1) **REQUIRED** only if you wish to use the weather.com block on the portal page. To install, enter the following at the command prompt:: pear install Services_Weather Additional steps are required if you want use the METAR weather block on the portal page. See the file ``data/Services_Weather/buildMetarDB.php`` in your PEAR directory for details. c. File_Fstab Required only if you use the localhost driver for the Accounts block. To install, enter the following at the command prompt:: pear install File_Fstab This method of installing PEAR packages requires that you have a PHP version that has been compiled as a static binary. All versions of PHP build both both a SAPI module (Apache, CGI, etc.) and a command-line (CLI) binary. Check if you have a php binary in ``/usr/local/bin`` (``/usr/bin`` if you installed from an operating system package) before recompiling. For more detailed directions on installing PEAR packages, see the PEAR documentation at http://pear.php.net/manual/ 4. PECL Modules PECL is short for "PHP Extension Community Library". The goal of PECL is to provide a means of easily distributing PHP extensions. For more information, see http://pecl.php.net/ PECL is the "sister" of PEAR and uses the same packaging and distribution system as PEAR, so the configuration/setup is essentially identical to the PEAR instructions above. When you install a PECL extension, you have to add it to your ``php.ini`` so it gets loaded. Add the following line to your ``php.ini`` file to load the extension (the extension should be installed in the directory specified by the ``extension_dir`` option in ``php.ini``):: extension=fileinfo.so Or on Windows:: extension=fileinfo.dll After that, restart your webserver. These PECL packages are **RECOMMENDED** to be installed: a. imagick The imagick extension can be used by Horde's image library to provide image manipulations. To install, enter the following at the command prompt:: pecl install imagick The imagick extension **must** be compiled against ImageMagick version 6.2.9 or better, though version 6.5.7 or better is recommended. b. horde_lz4 If the horde_lz4 extension is available, Horde can perform real-time compression on data, resulting in reduced storage load on the server for things like cache storage and session data. It is highly recommended. To install, enter the following at the command prompt:: pecl install horde/horde_lz4 c. memcache If using memcache, the memcache PECL extension must be installed. To install, enter the following at the command prompt:: pecl install memcache d. _`http` The `http extension`_, if installed, will be used instead of PHP's fopen() when retrieving data from external HTTP servers (remote calendars, web APIs, etc.). This is much more reliable and flexible, so it recommended to either install this or enable the curl_ extension. To install, enter the following at the command prompt:: pecl install http For additional help on using the pear command-line program to install PECL extensions, see the PEAR installation section above. The following non-PHP prerequisites are **RECOMMENDED**. 1. aspell - Spelling Checker Aspell, a comand-line program, is used as Horde's spell-checking engine. You must install and configure aspell to use Horde's spell-check feature. Version 0.60 or higher is REQUIRED. You can obtain aspell from: http://aspell.sourceforge.net/ The following non-PHP prerequisites are optional. 1. Sendmail. It is highly **RECOMMENDED** that Horde be configured to use SMTP for sending e-mails. Alternatively, Horde can use the local sendmail program, or a program that implements the ``sendmail(8)`` API (as included with postfix, qmail, and exim, among others). However, local use of sendmail binaries to send mail is discouraged due to authentication/permission issues (since Horde will invoke the sendmail binary as the web/PHP user), and because it is not possible to reliably auto-configure sendmail since there is no unified API across platforms/sendmail variants. Installing Horde ================ The **RECOMMENDED** way to install Horde is using the PEAR installer. Alternatively, if you want to run the latest development code or get the latest not yet released fixes, you can install Horde from Git. Installing with PEAR ~~~~~~~~~~~~~~~~~~~~ Before beginning, make sure your PEAR package is up-to-date:: pear upgrade PEAR Next, you need to register the Horde PEAR channel server to your local PEAR system. This has to be done only **once** ever on a single PEAR system:: pear channel-discover pear.horde.org Next install a so-called "role" for Horde. This role defines where Horde is installed. This should be a directory in your web server's web root, e.g. ``/var/www/horde``. Again this has to be done only **once** ever on a single PEAR system:: pear install horde/horde_role pear run-scripts horde/horde_role When installing Horde through PEAR now, the installer will automatically install any dependencies of Horde too. If you want to install Horde with all optional dependencies, but without the binary PECL packages that have to be compiled, specify both the ``-a`` and the ``-B`` flag:: pear install -a -B horde/horde By default, only the required dependencies will be installed:: pear install horde/horde If you want to install Horde even with all binary dependencies, you need to remove the ``-B`` flag. Please note that this might also try to install PHP extensions through PECL that might need further configuration or activation in your PHP configuration:: pear install -a horde/horde Installing into separate PEAR ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ .. Warning:: Unless you really know **why** you want to do this, you probably do **not** want to do this. Use the general PEAR installation instructions from above instead. If you want to create a separate PEAR installation for installing Horde, independent from the system-wide PEAR installation, this can be done with the following commands (in this example, ``/var/www/horde`` is used as the location of the web-accessible horde directory):: mkdir /var/www/horde pear config-create /var/www/horde /var/www/horde/pear.conf pear -c /var/www/horde/pear.conf install pear Then follow the regular installation steps, but use the ``pear`` command from the PEAR installation you just created, e.g.:: /var/www/horde/pear/pear -c /var/www/horde/pear.conf channel-discover \ pear.horde.org Finally configure your web server in some way to point PHP's ``include_path`` setting to the PEAR installation and the ``PHP_PEAR_SYSCONF_DIR`` environment variable to the directory used during the config-create command:: php_value include_path /var/www/horde/pear/php SetEnv PHP_PEAR_SYSCONF_DIR /var/www/horde It is recommended to not use the .htaccess file in ``/var/www/horde/`` to set these values because it will be overwritten with every further update. Installing from Git ~~~~~~~~~~~~~~~~~~~ See http://www.horde.org/development/git Configuring Horde ================= 1. Configuring the web server Horde requires the following webserver settings. Examples shown are for Apache; other webservers' configurations will differ. a. PHP interpretation for files matching ``*.php``:: AddType application/x-httpd-php .php .. Note:: The above instructions may not work if you have specified PHP as an output filter with ``SetOutputFilter`` directive in Apache 2.x versions. In particular, Red Hat 8.0 and above Apache 2.x RPMS have the output filter set, and **MUST NOT** have the above ``AddType`` directive added. b. ``index.php`` as an index file (brought up when a user requests a URL for a directory):: DirectoryIndex index.php c. If you plan to provide ActiveSync support to your users, you have to create an alias of the ``/Microsoft-Servers-ActiveSync`` URL to ``/horde/rpc.php``. See http://wiki.horde.org/ActiveSync for details. c. If you plan to provide CardDAV support to users with iOS devices, you have to create an alias of the ``/.well-known/carddav`` URL to ``/horde/rpc.php``. See http://wiki.horde.org/CardDAV for details. 2. Configuring Horde To configure Horde, change to the ``config/`` directory of the installed distribution, and copy the ``conf.php.dist`` configuration file to ``conf.php``. Documentation on the format and purpose of the configuration files in the ``config/`` directory can be found in each file. The defaults will be correct for most sites. If you wish to customize Horde's appearance and behavior, create "local" files for the configuration file you want to change. For example if you want to change the default value and lock a preference, create a ``config/prefs.local.php`` file with the following content::