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File: installation.sgml
<chapter id="admin.install"> <title>Installation</title> <para>Following are the steps for a new MantisBT installation:</para> <itemizedlist> <listitem> <para> <link linkend="admin.about.download">Download</link> Mantis </para> </listitem> <listitem> <para> Go through MantisBT <link linkend="admin.config">Configuration</link> and set the database options + whatever options where you need to override the default values. </para> </listitem> <listitem> <para>Test your configuration through the admin folder </para> </listitem> <listitem> <para>Create a new administrator account and remove the standard user 'administrator' </para> </listitem> </itemizedlist> <section id="admin.install.summary"> <title>Summary</title> <orderedlist> <listitem> <para>Tranfer files</para> </listitem> <listitem> <para>Uncompress files</para> </listitem> <listitem> <para>Generate database tables</para> </listitem> <listitem> <para>Edit configuration file, if needed</para> </listitem> <listitem> <para>PHP File extensions</para> </listitem> <listitem> <para>Login</para> </listitem> <listitem> <para>Add projects and users</para> </listitem> </orderedlist> </section> <section id="admin.install.new"> <title>New Installations</title> <orderedlist> <listitem> <para>First, transfer the file to your webserver using whatever method you likebest (ftp, scp, etc). You will need to telnet/ssh into the server machine forthe next steps. </para> </listitem> <listitem> <para>Next, untar/gunzip it to the directory that you want.The usual command is (1 step): tar zxvf <filename.tar.gz> OR (2 steps): gunzip <filename.tar.gz> tar xvf <filename.tar> Winzip, Stuffit, and other programs should also be able to handledecompression of the archive.At this point you may want to rename the directory to something simpler like 'mantisbt'. You will use the mv command to rename a directory (Windows users substitute the "ren" command or use explorer). mv <directoryname> mantisbt </para> </listitem> <listitem> <para>Next we will create the necessary database tables and a basic configurationfile.From your web server, access http://yoursite/mantisbt/admin/install.php. This page will walk through the following steps: <orderedlist> <listitem> <para>check basic parameters for the web server</para> </listitem> <listitem> <para>prompt for the database type and location, and a database user/passwordpair. For installion, an administrative user/password pair can also be provided. The operating user requires SELECT, INSERT, UPDATE, and DELETE privileges. For installation, INDEX, CREATE, ALTER, and DROP privileges arealso required. </para> </listitem> <listitem> <para>create the database and tables. WARNING: A DEFAULT ADMINISTRATOR level account is created. The account name and password are administrator / root. Use this when you first login to MantisBT. Immediately go to Manage and create at least one administrator level account. Immediately after that DISABLE or DELETE the administrator account. You can recreate it but you should delete the account to prevent the cookie_string from being used to trick the package. It would be even better to rename the account or delete it permanently. REMEMBER: After setting up the package, REMOVE the default administrator account. </para> </listitem> <listitem> <para>write a basic "config_inc.php file to define the database. </para> </listitem> <listitem> <para>perform some post installation checks on the system. </para> </listitem> </orderedlist> </para> </listitem> <listitem> <para>The next part involves configuring the installation to work with yourspecific setup.Open the file in an editor and add anyother values that are required. There aremany more that you can use to customize your MantisBT installation. See <link linkend="admin.config">Configuration</link> for in depth explanations.The file will overwrite the default values with those necessary for setup.You can load up admin/check.php to see if you set things up correctly. NOTE: check.php sometimes reports the value of register_globalsincorrectly. Create a page with this line in it: <? phpinfo() ?>, save itwith a .php extension and load it up in your web browser. It will, among amultitude of other things, have the correct value of register_globals that youare using. </para> </listitem> <listitem> <para>MantisBT now uses only .php files.If your webserver is configured for other extensions (.PHP3, .PHTML) then youwill have to have the administrator add support for .PHP files. This shouldbe a trivial modification.Documentation can be found at: http://www.php.net/manual/en/installation.php </para> </listitem> <listitem> <para>Login to your bugtracker and go to the manage section. Click on the projects link. You will need to ADD a new project. Then EDIT the new project and remember to ADD at least one category. Otherwise you won't be able to add any issues. That should be it. You're off and running. </para> </listitem> </orderedlist> </section> <section id="admin.install.requirements"> <title>Requirements</title> <para>The following versions are required for proper operation:</para> <informaltable> <tgroup cols="3"><tbody> <row> <entry>Package</entry> <entry>Minimum Version</entry> <entry>Tested with</entry> </row> <row> <entry>MySQL</entry> <entry>4.1.x</entry> <entry>5.0.x</entry> </row> <row> <entry>PostgreSQL (experimental)</entry> <entry>7.0</entry> <entry>8.0</entry> </row> <row> <entry>PHP</entry> <entry>5.2.x</entry> <entry>5.2.x</entry> </row> <row> <entry>Web Server</entry> <entry></entry> <entry>Apache 1.3.x, Apache 2.2.x, lighttpd 1.4.x, IIS 6.0</entry> </row> </tbody> </tgroup> </informaltable> <para>MantisBT is designed in a way to work in as many environments as possible. Hence the required extensions are minimal and many of them are optional affecting only one feature. The following PHP extensions are the ones used:</para> <itemizedlist> <listitem> <para>mysqli (or the extension for the DBMS being used) - mandatory.</para> </listitem> <listitem> <para>Curl - if the Twitter integration feature is required.</para> </listitem> <listitem> <para>GD - if the graphs feature is required.</para> </listitem> <listitem> <para>fileinfo - Guesses the MIME type of attachments. This extension is included by default from version 5.3.x of PHP. For older versions of PHP you will need to install the fileinfo PECL extension (this requires root access to the server you're using). Without this extension, file attachment previews and downloads may not work correctly as MantisBT won't be able to send the Content-Type header to a browser requesting an attachment.</para> </listitem> </itemizedlist> </section> <section id="admin.install.backups"> <title>Backups</title> <para>It is recommended to backup your MantisBT database on a regular basis. This is easy to accomplish using the mysqldump command: mysqldump -u<username> -p<password> <database name> > <output file> To restore a backup you will need to have a clean database. Then run: mysql -u<username> -p<password> <database name> < <input file> You can also perform both of these tasks using <ulink url="http://www.phpmyadmin.net/">phpMyAdmin</ulink> A good idea is to make a backup script and run it regularly through cron or a task scheduler (for Windows see <ulink url="http://www.wincron.com/">WinCron</ulink> ). Using the current date in the filename can prevent overwriting and make cataloguing easier. !!! Backups should always be performed before an upgrade !!! Make sure to backup MantisBT code (which includes your configs + possibly customization), issue attachments / project documents, and database contents. </para> </section> <section id="admin.install.uninstall"> <title>Uninstall</title> <para> It is recommended that you make an backup in case you wish to use your data in the future. See the <link linkend="admin.install.backups">Backups</link> page for details. To uninstall MantisBT: <itemizedlist> <listitem> <para>Delete the MantisBT directory and all files and subdirectories. </para> </listitem> <listitem> <para>Drop all MantisBT tables from the database, these can be identified by the configured prefix for the installation. The default prefix is 'mantis'. </para> </listitem> <listitem> <para>Remove any customizations or additions that you may have made. </para> </listitem> </itemizedlist> If you have the permissions to create/drop databases and you have a specific database for MantisBT that does not contain any other data, you can drop the whole database. </para> </section> </chapter>