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File: manual.txt
PLEASE READ *ALL* OF THIS DOCUMENT BEFORE INSTALLING OR USING POSTNUKE ======================================= PostNuke is an Open Source, open-development content management system (CMS). PostNuke started as a fork from PHP-Nuke (http://www.phpnuke.org) and provides many enhancements and improvements over the PHP-Nuke system. PostNuke is still undergoing development, but a large number of core functions are now stabilizing and a complete API for third-party developers is now implemented. If you would like to help develop this software, please visit our home page at http://noc.postnuke.com/ Or visit the community forums at: http://forums.postnuke.com/ New Installation ================ PostNuke has a user-friendly installer that divides the process of setting-up your site into a simple set of steps. Before running the installer, ensure that both config.php and config-old.php are world-writable. Furthermore, make sure that the pnTemp directory and its subdirectories are also world-writable. "World-writable" means applying a permission setting of 777 or 666, depending on your system, if the system is Unix-based. To install your PostNuke system, run install.php from your browser to start the installation process. The exact URL you need to enter depends on your site but, for example, if your site is www.example.com and PostNuke is installed in the 'sampledir' directory, then the URL will be: http://www.example.com/sampledir/install.php Follow the instructions in the installation script and, when prompted to choose between either a new installation or an upgrade, select 'new install'. The installer will create the required database tables and prompt you to enter the user name and password for the site administrator's account. Once you have completed the installation process, you should be able to start using your PostNuke site immediately. Note: To avoid problems, it is preferable to create the database before running the installer, because the installation script often does not have the required permissions in MySQL to create the database. However, should you wish to create the database using the installer, ensure your MySQL user has full rights to create new databases. For security reasons, we recommend you to have magic_quotes set to ON and register_globals set to OFF in php.ini, although PostNuke will work regardless of these settings. ADDENDUM: Should you wish to install PostNuke manually, which is not recommended, import the MySQL dump included in the distribution into your database, and edit config.php manually in a text editor. If you choose this method, the administrator's user name will be "Admin", and the administrator's password will be "Password". These are case-sensitive. Remember to change the default administrator account user name and password, or you will leave your system open to attacks. Upgrade ======= The simple upgrade script allows you to quickly upgrade any previous PostNuke installation (version 0.71 or later). In addition, you can upgrade from other CMS packages. 1) Before doing anything else, BACK UP YOUR DATABASE AND FILES. This cannot be stressed enough. If there is a problem with your upgrade procedure, or if the process is only partly completed, the best solution is often to restore your original site and try again. Without a backup, this isn't possible. *IMPORTANT WARNING* DO NOT ATTEMPT TO START THE UPGRADE PROCESS UNTIL YOU HAVE COMPLETED STEPS 2) AND 3) BELOW!!!!! 2) Log in to your site using your administrator user name and password. Make sure that all the modules listed below are initialized, and that they are active. state. This step is vital when upgrading, because a number of core modules (notably Admin, Blocks and Modules) will be upgraded in this release, and must be initialized and active for the upgrade process to be successful. These modules are as follows: AddStory (NS-AddStory) Admin (or NS-Admin) Admin_Messages (or NS-Admin_Messages) Blocks Censor Groups (or NS-Groups) Header_Footer legal LostPassword (or NS-LostPassword) Mailer Multisites (or NS-Multisites) NewUser (or NS-NewUser) Permissions pnRender Search Settings (or NS-Settings) Submit_News User (or NS-User) Xanthia Your_Account (or NS-Your_Account) 3) Ensure that your default site theme and the theme selected for your site administrator (if you have allowed users to choose their own theme) are set to ExtraLite. The Xanthia module is upgraded in this build, and it is necessary for your site to be using a non-Xanthia theme beforehand: if not, you will have problems accessing your site afterwards. ExtraLite is the only non-Xanthia theme included in the PostNuke distribution. (Note: if you DO fail to do this, the PostNuke Swiss Army Knife [PSAK] tool can be used to restore your site to a visitable condition.) 4) Take a copy of your config.php file and store it somewhere safe; you'll need it in step 7. 5) If you're upgrading from an earlier release containing the Xanthia and pnRender modules, ensure that all cache and compile directories in pnTemp are emptied. 6) If you haven't already done so, BACKUP your old files and database to a secure location. Remove ALL of the files in your existing PostNuke distribution. ALL of them. Put your new distribution in its place. If you had 3rd party modules and/or blocks installed, copy them from your backup into your new installation NOW, *before* continuing the upgrade process. 7) Take the config.php file that you saved in step 4, and copy it to the PostNuke base directory (the directory in which the config.php and config-old.php files are located). It will be used in the upgrade process Also during this step 7), make sure you set permissions for the config-old.php and config.php files to 777 or 666, depending on your system. This is necessary in order to allow PHP to update these files. Once the installation process has been completed, change the permissions back to 644. 8) If you are upgrading from a PostNuke version earlier than 0.750, there are also several new entries that need to be added to your config.php file. Add the following entries, just below $pnconfig['encoded'] $pnconfig['dbtabletype'] = 'MyISAM'; $pnconfig['pconnect'] = '0'; $pnconfig['temp'] = 'pnTemp'; Now, add the following entry, just below $pndebug['debug_sql'] = 0; $pndebug['pagerendertime'] = 0; 9) The next step to follow depends on the version you are upgrading from. If your current PostNuke version is earlier than 0.723, proceed with step 10. Otherwise, skip to step 11. 10) *IMPORTANT* THE STEP BELOW IS ONLY TO BE FOLLOWED IF UPGRADING FROM A VERSION EARLIER THAN 0.723 Run install.php from your browser, to start the installation process. The exact URL depends on your site; for example: http://www.example.com/sampledir/install.php Follow the instructions given by the installation script and, when prompted to choose between either a new installation or an upgrade, select 'Upgrade'. Then choose the version of PostNuke (or other CMS) that you are currently using. The rest of the procedure should be automatic. 11) Now invoke upgrade.php from your browser, as an example: http://www.example.com/sampledir/upgrade.php You will need to enter a user name and password for a user with site administrator rights. The upgrade script will then perform the upgrade for you. Once the process is finished, you can click on the link to visit your now-upgraded site. Remove install.php, remove the 'install' directory and remove upgrade.php from your web site's base directory, as these files are no longer required by PostNuke but will create a security risk if left in place. 11) The new Admin module allows you to categorize modules. During an upgrade, categories are created but are not populated. So all modules will be placed in the 3rd-party category. Modify the configuration of the Admin module, and add each module to a category you feel is suitable. In the Admin module's configuration panel, you can also define new categories and remove unwanted categories. 12) If you want to use a Xanthia theme and enable short URLs for your site, then your web site's .htaccess file will need to be updated so that it contains the simplified URLs in this release. We have provided .htaccess files for the various short URL schemes in the directory /modules/Xanthia/pndocs/short_urls. If you made any changes to the .htaccess file you were using with your existing PostNuke installation, then you will need to merge those changes into the new file we have provided. Caution ======= Previous versions of PostNuke and other derivatives often include plugins that alter the database core tables, by adding fields, changing names, etc. It should be noted that PostNuke does not support any modification of the core tables (namely those that come with this PostNuke distribution) or direct access to the core database tables. APIs are provided for developers to use for these purposes, so that future planned changes will have a minimal impact on third-party added functionality; the APIs we provide should be used at all times. Common Installation Errors ========================== Below are some common errors and frequent mistakes: 1) config.php and config-old.php not world-writable: these files need to be writable by the web server process during the install/upgrade, so that certain configuration parameters can be stored. The installation procedure should check for this and inform you if the files are not writable. Note that these files can be reset to read-only once the installation/upgrade process has been completed. 2) Problems creating or populating the database: this is often due to incorrect MySQL privileges for access to the database. If you are not sure that the installer has the necessary permissions, try to access your MySQL database "manually" (using a tool such as phpMyAdmin, for example) using the database user name and password that you intended the PostNuke installer to use, and attempt to create a database and to create a table in that database; if you succeed, you will have ensured that the user exists, has a correct password, and is able to carry out the operations that PostNuke needs to perform in order to complete the installation process. Enjoy! Cheers! The PostNuke Development Team