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INSTALL.md

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Software requirements
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=====================
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Mandatory:
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* Perl 5.10.0 or higher (not Perl6)
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* Database (e. g. MySQL, PostgreSQL)
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* Webserver
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* a few Perl modules (see step 2 of the chapter "Installation" for details)
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Optional:
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* On the Apache webserver, using mod_perl2 is highly recommended
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* LDAPv2 compliant server (e. g. OpenLDAP)
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Installation
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============
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The steps below describe how to install OTRS on Linux.
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This procedure describes 'installation from source'. If you want to deploy
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on RedHat, CentOS, Fedora, OpenSUSE, or SLES you can also choose to
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instead install using the RPM from our website at http://otrs.org/downloads
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Please refer to http://doc.otrs.org/ for detailed instructions on RPM based
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installation.
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If you want to deploy on Windows we ship an installer that automatically
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installs OTRS, Apache (a webserver), Perl including all modules, MySQL, and
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sets up the cron jobs for you. Please refer to
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http://doc.otrs.org/3.3/en/html/installation.html#installation-on-windows
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for detailed instructions.
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The OTRS system user in this example is "otrs" and the installation
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directory is /opt/otrs. You can adapt these values as needed.
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1. Install tar.gz
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------------------
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shell> cd /opt/
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shell> tar -xzvf otrs-x.x.x.tar.gz
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shell> mv otrs-x.x.x otrs
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2. Install Additional Perl Modules
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----------------------------------
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Use the following script to get an overview of all installed and
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required cpan modules.
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shell> perl /opt/otrs/bin/otrs.CheckModules.pl
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To install missing Perl modules, you can:
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###a) Install the packages via the package manager of your Linux distribution.
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- For Red Hat, CentOS, Fedora or compatible systems:
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shell> yum install "perl(Digest::MD5)"
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- For SUSE Linux Enterprise Server, openSUSE or compatible systems:
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first determine the name of the package the module is shipped in.
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Usually the package for My::Module would be called "perl-My-Module".
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shell> zypper search Digest::MD5
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Then install:
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shell> zypper install perl-Digest-MD5
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- For Debian, Ubuntu or compatible systems
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first determine the name of the package the module is shipped in.
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Usually the package for My::Module would be called "libmy-module-perl".
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shell> apt-cache search Digest::MD5
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Then install:
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shell> apt-get install libdigest-md5-perl
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Please note that it might be that you can't find all modules or their
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required versions in your distribution repository, in that case you might
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choose to install those modules via CPAN (see below).
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###or
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###b) Install the required modules via the CPAN shell
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note that when you're on Linux you should run CPAN as your superuser
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account because the modules should be accessible both by the OTRS
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account and the account under which the web server is running.
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shell> perl -MCPAN -e shell;
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...
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install Digest::MD5
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install Crypt::PasswdMD5
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...
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Any optional modules listed by the script should be installed depending
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on the special requirements of the target system.
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3. Create OTRS User
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-------------------
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Create user:
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shell> useradd -d /opt/otrs/ -c 'OTRS user' otrs
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Add user to webserver group (if the webserver is not running as the OTRS user):
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shell> usermod -G www otrs
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(SUSE=www, Red Hat/CentOS/Fedora=apache, Debian/Ubuntu=www-data)
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4. Activate Default Config Files
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--------------------------------
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There are two OTRS config files bundled in $OTRS_HOME/Kernel/*.dist
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and $OTRS_HOME/Kernel/Config/*.dist. You must activate them by copying
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them without the ".dist" filename extension.
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shell> cd /opt/otrs/
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shell> cp Kernel/Config.pm.dist Kernel/Config.pm
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shell> cp Kernel/Config/GenericAgent.pm.dist Kernel/Config/GenericAgent.pm
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Or if you are installing OTRS on a Windows system:
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shell> copy Kernel/Config.pm.dist Kernel/Config.pm
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shell> copy Kernel/Config/GenericAgent.pm.dist Kernel/Config/GenericAgent.pm
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5. Check if all needed modules are installed
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--------------------------------------------
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shell> perl -cw /opt/otrs/bin/cgi-bin/index.pl
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/opt/otrs/bin/cgi-bin/index.pl syntax OK
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shell> perl -cw /opt/otrs/bin/cgi-bin/customer.pl
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/opt/otrs/bin/cgi-bin/customer.pl syntax OK
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shell> perl -cw /opt/otrs/bin/otrs.PostMaster.pl
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/opt/otrs/bin/otrs.PostMaster.pl syntax OK
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"syntax OK" tells you all mandatory perl modules are installed.
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6. Web Server
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-------------
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Please follow [README.webserver.md](README.webserver.md).
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7. File Permissions
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-------------------
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File permissions need to be adjusted to allow OTRS to read and write files:
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shell> bin/otrs.SetPermissions.pl --otrs-user=<OTRS_USER> --web-user=<WEBSERVER_USER> [--otrs-group=<OTRS_GROUP>] [--web-group=<WEB_GROUP>] <OTRS_HOME>
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For example:
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- Web server which runs as the OTRS user:
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shell> bin/otrs.SetPermissions.pl --otrs-user=otrs --web-user=otrs /opt/otrs
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- Webserver with wwwrun user (e. g. SUSE):
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shell> bin/otrs.SetPermissions.pl --otrs-user=otrs --web-user=wwwrun /opt/otrs
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- Webserver with apache user (e. g. Red Hat, CentOS):
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shell> bin/otrs.SetPermissions.pl --otrs-user=otrs --web-user=apache --otrs-group=apache --web-group=apache /opt/otrs
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- Webserver with www-data user (e. g. Debian, Ubuntu):
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shell> bin/otrs.SetPermissions.pl --otrs-user=otrs --web-user=www-data --otrs-group=www-data --web-group=www-data /opt/otrs
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8. Database setup
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-----------------
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If you use MySQL, you can use the Web based installer (http://yourhost/otrs/installer.pl).
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Otherwise, please follow [README.database.md](README.database.md) for instructions.
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9. First login
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--------------
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http://yourhost/otrs/index.pl
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User: root@localhost
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PW: root
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With this step, the basic system setup is finished.
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10. First email
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---------------
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To check email reception, you can pipe an email directly into /opt/otrs/bin/otrs.Postmaster.pl:
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shell> cat /opt/otrs/doc/sample_mails/test-email-1.box | /opt/otrs/bin/otrs.PostMaster.pl
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11. Cronjobs for the OTRS user
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------------------------------
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There are several OTRS default cronjobs in $OTRS_HOME/var/cron/*.dist.
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They can be activated by copying them without the ".dist" filename extension.
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shell> cd var/cron
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shell> for foo in *.dist; do cp $foo `basename $foo .dist`; done
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To schedule these cronjobs on your system, you can use the script Cron.sh.
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Make sure to execute it as the OTRS system user!
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- Scheduling the cronjobs for the first time:
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shell> /opt/otrs/bin/Cron.sh start
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- Updating the cronjob schedules if you made changes:
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shell> /opt/otrs/bin/Cron.sh restart
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- Stopping the cronjobs (useful for maintenance):
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shell> /opt/otrs/bin/Cron.sh stop
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Note: From OTRS 3.3.7 on OTRS Scheduler uses a cronjob to start-up and keep alive. Please make sure
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that scheduler_watchdog cronjob is activated.
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Notes
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=====
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We advise you to read the OTRS performance tuning chapter in the
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[admin manual](http://doc.otrs.org/4.0/en/html/performance-tuning.html).
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If you encounter problems with the installation, you can send a message to our
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mailing list otrs@otrs.org (http://lists.otrs.org/).
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You can also ask the OTRS Group to either help you in planning or deploying
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OTRS, or review your installed OTRS system. Our professional services are
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designed to help you deploy OTRS faster and to get the most benefit out of
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OTRS. See for more information: http://www.otrs.com/en/services/
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((enjoy))
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Your OTRS Team
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Please see [the installation instructions](http://otrs.github.io/doc/manual/admin/4.0/en/html/installation.html)
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in the online documentation.

README.database.md

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