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1 | | -Software requirements |
2 | | -===================== |
3 | | - |
4 | | -Mandatory: |
5 | | -* Perl 5.10.0 or higher (not Perl6) |
6 | | -* Database (e. g. MySQL, PostgreSQL) |
7 | | -* Webserver |
8 | | -* a few Perl modules (see step 2 of the chapter "Installation" for details) |
9 | | - |
10 | | -Optional: |
11 | | -* On the Apache webserver, using mod_perl2 is highly recommended |
12 | | -* LDAPv2 compliant server (e. g. OpenLDAP) |
13 | | - |
14 | | - |
15 | | -Installation |
16 | | -============ |
17 | | - |
18 | | -The steps below describe how to install OTRS on Linux. |
19 | | -This procedure describes 'installation from source'. If you want to deploy |
20 | | -on RedHat, CentOS, Fedora, OpenSUSE, or SLES you can also choose to |
21 | | -instead install using the RPM from our website at http://otrs.org/downloads |
22 | | -Please refer to http://doc.otrs.org/ for detailed instructions on RPM based |
23 | | -installation. |
24 | | - |
25 | | -If you want to deploy on Windows we ship an installer that automatically |
26 | | -installs OTRS, Apache (a webserver), Perl including all modules, MySQL, and |
27 | | -sets up the cron jobs for you. Please refer to |
28 | | -http://doc.otrs.org/3.3/en/html/installation.html#installation-on-windows |
29 | | -for detailed instructions. |
30 | | - |
31 | | -The OTRS system user in this example is "otrs" and the installation |
32 | | -directory is /opt/otrs. You can adapt these values as needed. |
33 | | - |
34 | | -1. Install tar.gz |
35 | | ------------------- |
36 | | - |
37 | | - shell> cd /opt/ |
38 | | - shell> tar -xzvf otrs-x.x.x.tar.gz |
39 | | - shell> mv otrs-x.x.x otrs |
40 | | - |
41 | | -2. Install Additional Perl Modules |
42 | | ----------------------------------- |
43 | | - |
44 | | -Use the following script to get an overview of all installed and |
45 | | -required cpan modules. |
46 | | - |
47 | | - shell> perl /opt/otrs/bin/otrs.CheckModules.pl |
48 | | - |
49 | | -To install missing Perl modules, you can: |
50 | | - |
51 | | -###a) Install the packages via the package manager of your Linux distribution. |
52 | | - |
53 | | -- For Red Hat, CentOS, Fedora or compatible systems: |
54 | | - |
55 | | - shell> yum install "perl(Digest::MD5)" |
56 | | - |
57 | | -- For SUSE Linux Enterprise Server, openSUSE or compatible systems: |
58 | | -first determine the name of the package the module is shipped in. |
59 | | -Usually the package for My::Module would be called "perl-My-Module". |
60 | | - |
61 | | - shell> zypper search Digest::MD5 |
62 | | - |
63 | | - Then install: |
64 | | - |
65 | | - shell> zypper install perl-Digest-MD5 |
66 | | - |
67 | | -- For Debian, Ubuntu or compatible systems |
68 | | -first determine the name of the package the module is shipped in. |
69 | | -Usually the package for My::Module would be called "libmy-module-perl". |
70 | | - |
71 | | - shell> apt-cache search Digest::MD5 |
72 | | - |
73 | | - Then install: |
74 | | - |
75 | | - shell> apt-get install libdigest-md5-perl |
76 | | - |
77 | | -Please note that it might be that you can't find all modules or their |
78 | | -required versions in your distribution repository, in that case you might |
79 | | -choose to install those modules via CPAN (see below). |
80 | | - |
81 | | -###or |
82 | | - |
83 | | -###b) Install the required modules via the CPAN shell |
84 | | - |
85 | | -note that when you're on Linux you should run CPAN as your superuser |
86 | | -account because the modules should be accessible both by the OTRS |
87 | | -account and the account under which the web server is running. |
88 | | - |
89 | | - shell> perl -MCPAN -e shell; |
90 | | - ... |
91 | | - install Digest::MD5 |
92 | | - install Crypt::PasswdMD5 |
93 | | - ... |
94 | | - |
95 | | -Any optional modules listed by the script should be installed depending |
96 | | -on the special requirements of the target system. |
97 | | - |
98 | | -3. Create OTRS User |
99 | | -------------------- |
100 | | - |
101 | | -Create user: |
102 | | - |
103 | | - shell> useradd -d /opt/otrs/ -c 'OTRS user' otrs |
104 | | - |
105 | | -Add user to webserver group (if the webserver is not running as the OTRS user): |
106 | | - |
107 | | - shell> usermod -G www otrs |
108 | | - (SUSE=www, Red Hat/CentOS/Fedora=apache, Debian/Ubuntu=www-data) |
109 | | - |
110 | | -4. Activate Default Config Files |
111 | | --------------------------------- |
112 | | - |
113 | | -There are two OTRS config files bundled in $OTRS_HOME/Kernel/*.dist |
114 | | -and $OTRS_HOME/Kernel/Config/*.dist. You must activate them by copying |
115 | | -them without the ".dist" filename extension. |
116 | | - |
117 | | - shell> cd /opt/otrs/ |
118 | | - shell> cp Kernel/Config.pm.dist Kernel/Config.pm |
119 | | - shell> cp Kernel/Config/GenericAgent.pm.dist Kernel/Config/GenericAgent.pm |
120 | | - |
121 | | -Or if you are installing OTRS on a Windows system: |
122 | | - |
123 | | - shell> copy Kernel/Config.pm.dist Kernel/Config.pm |
124 | | - shell> copy Kernel/Config/GenericAgent.pm.dist Kernel/Config/GenericAgent.pm |
125 | | - |
126 | | -5. Check if all needed modules are installed |
127 | | --------------------------------------------- |
128 | | - |
129 | | - shell> perl -cw /opt/otrs/bin/cgi-bin/index.pl |
130 | | - /opt/otrs/bin/cgi-bin/index.pl syntax OK |
131 | | - |
132 | | - shell> perl -cw /opt/otrs/bin/cgi-bin/customer.pl |
133 | | - /opt/otrs/bin/cgi-bin/customer.pl syntax OK |
134 | | - |
135 | | - shell> perl -cw /opt/otrs/bin/otrs.PostMaster.pl |
136 | | - /opt/otrs/bin/otrs.PostMaster.pl syntax OK |
137 | | - |
138 | | -"syntax OK" tells you all mandatory perl modules are installed. |
139 | | - |
140 | | -6. Web Server |
141 | | -------------- |
142 | | - |
143 | | -Please follow [README.webserver.md](README.webserver.md). |
144 | | - |
145 | | -7. File Permissions |
146 | | -------------------- |
147 | | -File permissions need to be adjusted to allow OTRS to read and write files: |
148 | | - |
149 | | - shell> bin/otrs.SetPermissions.pl --otrs-user=<OTRS_USER> --web-user=<WEBSERVER_USER> [--otrs-group=<OTRS_GROUP>] [--web-group=<WEB_GROUP>] <OTRS_HOME> |
150 | | - |
151 | | -For example: |
152 | | - |
153 | | -- Web server which runs as the OTRS user: |
154 | | - |
155 | | - shell> bin/otrs.SetPermissions.pl --otrs-user=otrs --web-user=otrs /opt/otrs |
156 | | - |
157 | | -- Webserver with wwwrun user (e. g. SUSE): |
158 | | - |
159 | | - shell> bin/otrs.SetPermissions.pl --otrs-user=otrs --web-user=wwwrun /opt/otrs |
160 | | - |
161 | | -- Webserver with apache user (e. g. Red Hat, CentOS): |
162 | | - |
163 | | - shell> bin/otrs.SetPermissions.pl --otrs-user=otrs --web-user=apache --otrs-group=apache --web-group=apache /opt/otrs |
164 | | - |
165 | | -- Webserver with www-data user (e. g. Debian, Ubuntu): |
166 | | - |
167 | | - shell> bin/otrs.SetPermissions.pl --otrs-user=otrs --web-user=www-data --otrs-group=www-data --web-group=www-data /opt/otrs |
168 | | - |
169 | | -8. Database setup |
170 | | ------------------ |
171 | | - |
172 | | -If you use MySQL, you can use the Web based installer (http://yourhost/otrs/installer.pl). |
173 | | -Otherwise, please follow [README.database.md](README.database.md) for instructions. |
174 | | - |
175 | | -9. First login |
176 | | --------------- |
177 | | - |
178 | | - http://yourhost/otrs/index.pl |
179 | | - User: root@localhost |
180 | | - PW: root |
181 | | - |
182 | | -With this step, the basic system setup is finished. |
183 | | - |
184 | | -10. First email |
185 | | ---------------- |
186 | | - |
187 | | -To check email reception, you can pipe an email directly into /opt/otrs/bin/otrs.Postmaster.pl: |
188 | | - |
189 | | - shell> cat /opt/otrs/doc/sample_mails/test-email-1.box | /opt/otrs/bin/otrs.PostMaster.pl |
190 | | - |
191 | | -11. Cronjobs for the OTRS user |
192 | | ------------------------------- |
193 | | - |
194 | | -There are several OTRS default cronjobs in $OTRS_HOME/var/cron/*.dist. |
195 | | -They can be activated by copying them without the ".dist" filename extension. |
196 | | - |
197 | | - shell> cd var/cron |
198 | | - shell> for foo in *.dist; do cp $foo `basename $foo .dist`; done |
199 | | - |
200 | | -To schedule these cronjobs on your system, you can use the script Cron.sh. |
201 | | -Make sure to execute it as the OTRS system user! |
202 | | - |
203 | | -- Scheduling the cronjobs for the first time: |
204 | | - |
205 | | - shell> /opt/otrs/bin/Cron.sh start |
206 | | - |
207 | | -- Updating the cronjob schedules if you made changes: |
208 | | - |
209 | | - shell> /opt/otrs/bin/Cron.sh restart |
210 | | - |
211 | | -- Stopping the cronjobs (useful for maintenance): |
212 | | - |
213 | | - shell> /opt/otrs/bin/Cron.sh stop |
214 | | - |
215 | | -Note: From OTRS 3.3.7 on OTRS Scheduler uses a cronjob to start-up and keep alive. Please make sure |
216 | | -that scheduler_watchdog cronjob is activated. |
217 | | - |
218 | | -Notes |
219 | | -===== |
220 | | - |
221 | | -We advise you to read the OTRS performance tuning chapter in the |
222 | | -[admin manual](http://doc.otrs.org/4.0/en/html/performance-tuning.html). |
223 | | - |
224 | | -If you encounter problems with the installation, you can send a message to our |
225 | | -mailing list otrs@otrs.org (http://lists.otrs.org/). |
226 | | - |
227 | | -You can also ask the OTRS Group to either help you in planning or deploying |
228 | | -OTRS, or review your installed OTRS system. Our professional services are |
229 | | -designed to help you deploy OTRS faster and to get the most benefit out of |
230 | | -OTRS. See for more information: http://www.otrs.com/en/services/ |
231 | | - |
232 | | - |
233 | | -((enjoy)) |
234 | | - |
235 | | - Your OTRS Team |
| 1 | +Please see [the installation instructions](http://otrs.github.io/doc/manual/admin/4.0/en/html/installation.html) |
| 2 | +in the online documentation. |
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