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[idzebra-moved-to-github.git] / doc / installation.xml
index 9f5043d..e4d3dbf 100644 (file)
@@ -1,9 +1,12 @@
-<!-- $Id: installation.xml,v 1.11 2003-03-27 13:38:13 adam Exp $ -->
+<!-- $Id: installation.xml,v 1.27 2006-06-30 14:36:12 marc Exp $ -->
  <chapter id="installation">
   <title>Installation</title>
   <para>
    Zebra is written in ANSI C and was implemented with portability in mind. 
-   We primarily use GCC on UNIX and Microsoft Visual C++ on Windows.
+   We primarily use <ulink url="http://gcc.gnu.org/">GCC</ulink> on UNIX and 
+   <ulink url="http://msdn.microsoft.com/vstudio/">
+    Microsoft Visual C++</ulink>
+   on Windows.
   </para>
 
   <para>
    <ulink url="http://www.redhat.com/">Redhat Linux</ulink>,
    <ulink url="http://www.gentoo.org/">Gentoo Linux</ulink>,
    <ulink url="http://www.suse.com/">SuSE Linux</ulink>,
-   <ulink url="http://www.netbsd.org/Ports/cobalt/">NetBSD (Cobalt)</ulink>,
    <ulink url="http://www.freebsd.org/">FreeBSD (i386)</ulink>,
    <ulink url="http://www.apple.com/macosx/">MAC OSX</ulink>,
-   <ulink url="http://wwws.sun.com/software/solaris/">SunOS 5.8 (sparc)</ulink>,
-   <ulink url="http://www.microsoft.com/windows2000/">Windows 2000 SP3</ulink>.
+   <ulink url="http://www.sun.com/software/solaris/">SunOS 5.8
+    (sparc)</ulink>,
+   <ulink url="http://www.microsoft.com/windows2000/">Windows 2000</ulink>.
   </para>
   
   <para>
@@ -29,7 +32,7 @@
       (required)</term>
      <listitem>
       <para>
-       Zebra uses YAZ to support Z39.50/SRW. Also the memory management
+       Zebra uses YAZ to support Z39.50/ <ulink url="http://www.loc.gov/standards/sru/srw/">SRW</ulink>. Also the memory management
        utilites from YAZ is used by Zebra.
       </para>
      </listitem>
     By default this will install the Zebra executables in 
     <filename>/usr/local/bin</filename>,
     and the standard configuration files in 
-    <filename>/usr/local/share/idzebra</filename>
+    <filename>/usr/local/share/idzebra-2.0</filename>
     You can override this with the <literal>--prefix</literal> option
     to configure.
    </para>
   </sect1>
+
+  <sect1 id="installation.debian"><title>GNU/Debian</title>
+   <sect2 id="installation.debianlinux"><title>GNU/Debian Linux on
+   i686 Platform</title>
+    <para>
+     Index Data provides pre-compiled <literal>GNU/Debian i686
+      Linux</literal> packages at our Debian package archive, both for
+     the <literal>Sarge</literal> and the <literal>Etch</literal> release. 
+    </para>
+    
+    <para>
+     To install these packages, you need to add two lines to your
+     <literal>/etc/apt/sources.list</literal> configuration file,
+     either the <literal>Sarge</literal> sources found at
+     <screen>
+      deb http://ftp.indexdata.dk/t/debian sarge main
+      deb-src http://ftp.indexdata.dk/t/debian sarge main
+     </screen>
+     or the <literal>Etch</literal> sources from 
+     <screen>
+      deb http://ftp.indexdata.dk/t/debian etch main
+      deb-src http://ftp.indexdata.dk/t/debian etch main
+     </screen>
+     After refreshing the package cache with the command
+     <screen>
+      apt-get update
+     </screen>
+     as <literal>root</literal>, the 
+     <ulink url="http://indexdata.dk/zebra/">Zebra</ulink> indexer is
+     easily installed issuing
+     <screen>
+      apt-get install idzebra-2.0 idzebra-2.0-doc
+     </screen>
+    </para>
+   </sect2>
+   
+   <sect2 id="installation.debianother">
+    <title>Ubuntu/Debian and GNU/Debian on other platforms</title>
+    <para>
+     These <ulink url="http://indexdata.dk/zebra/">Zebra</ulink>
+     packages are specifically compiled for
+     <literal>GNU/Debian Linux</literal> systems. Installation on other 
+     <literal>GNU/Debian</literal> systems is possible by
+     re-compilation the Debian way: you need to add only the 
+     <literal>deb-src</literal> sources lines to the 
+     <literal>/etc/apt/sources.list</literal> configuration file,
+     that is either the <literal>Sarge</literal> sources
+     <screen>
+      deb-src http://ftp.indexdata.dk/t/debian sarge main
+     </screen>
+     or the <literal>Etch</literal> sources
+     <screen>
+      deb-src http://ftp.indexdata.dk/t/debian etch main
+     </screen>
+     After refreshing the package cache with the command
+     <screen>
+      apt-get update
+      apt-get build-dep idzebra-2.0
+     </screen>
+     as <literal>root</literal>, the 
+     <ulink url="http://indexdata.dk/zebra/">Zebra</ulink> indexer is
+     recompiled and installed issuing
+     <screen>
+      apt-get source --compile idzebra-2.0
+     </screen>
+     as normal user.
+     The compiled <literal>GNU/Debian</literal> packages can then be
+     installed as <literal>root</literal> issuing
+     <screen>
+      dpkg -i install idzebra-2.0*.deb libidzebra-2.0*.deb
+     </screen>
+    </para>
+   </sect2>
+  </sect1>
+
   <sect1 id="installation.win32"><title>WIN32</title>
+   <para>The easiest way to install Zebra on Windows is by downloading
+    an installer from 
+    <ulink url="http://ftp.indexdata.dk/pub/zebra/win32/">here</ulink>.
+    The installer comes with source too - in case you wish to
+    compile Zebra with different Compiler options.
+   </para>
+   
+   <para>
+    Zebra is shipped with "makefiles" for the NMAKE tool that comes
+    with <ulink url="http://msdn.microsoft.com/vstudio/">
+     Microsoft Visual C++</ulink>.
+    Version 6 has been tested. We expect that zebra compiles
+    with version 5 as well.
+   </para>
+   <para>
+    Start a command prompt and switch the sub directory
+    <filename>WIN</filename> where the file <filename>makefile</filename>
+    is located. Customize the installation by editing the
+    <filename>makefile</filename> file (for example by using notepad).
+    
+    The following summarizes the most important settings in that file:
+    
+    <variablelist>
+     <varlistentry><term><literal>DEBUG</literal></term>
+      <listitem><para>
+        If set to 1, the software is
+        compiled with debugging libraries (code generation is
+        multi-threaded debug DLL).
+        If set to 0, the software is compiled with release libraries
+        (code generation is multi-threaded DLL).
+       </para></listitem>
+     </varlistentry>
+     
+     <varlistentry>
+      <term><literal>YAZDIR</literal></term>
+      <listitem><para>
+        Directory of YAZ source. Zebra's makefile expects to find
+        <filename>yaz.lib</filename>, <filename>yaz.dll</filename> 
+        in <replaceable>yazdir</replaceable><literal>/lib</literal> and
+        <replaceable>yazdir</replaceable><literal>/bin</literal> respectively.
+       </para>
+      </listitem>
+     </varlistentry>
+     
+     <varlistentry>
+      <term><literal>HAVE_EXPAT</literal>,
+       <literal>EXPAT_DIR</literal></term>
+      <listitem><para>
+        If <literal>HAVE_EXPAT</literal> is set to 1, Zebra is compiled
+        with <ulink url="http://expat.sourceforge.net/">Expat</ulink> support. In this configuration, set 
+        <literal>ZEBRA_DIR</literal> to the <ulink url="http://expat.sourceforge.net/">Expat</ulink> source directory.
+       Windows version of Expat can be downloaded from
+       <ulink url="http://sourceforge.net/projects/expat/">
+        SourceForge
+       </ulink>.
+       </para></listitem>
+     </varlistentry>
+     
+     <varlistentry>
+      <term><literal>HAVE_ICONV</literal>,
+       <literal>ICONV_DIR</literal></term>
+       <listitem><para>
+        If <literal>HAVE_ICONV</literal> is set to 1, Zebra is compiled
+        with iconv support. In this configuration, set 
+        <literal>ICONV_DIR</literal> to the iconv source directory.
+        Iconv binaries can be downloaded from
+        <ulink url="http://www.zlatkovic.com/projects/libxml/binaries.html">
+         this site
+       </ulink>.
+       </para>
+      </listitem>
+     </varlistentry>
+     
+     <varlistentry>
+      <term><literal>BZIP2INCLUDE</literal>,
+       <literal>BZIP2LIB</literal>,
+       <literal>BZIP2DEF</literal>
+      </term>
+      <listitem><para>
+        Define these symbols if Zebra is to be compiled with
+       <ulink url="http://sources.redhat.com/bzip2/">BZIP2</ulink>
+       record compression support.
+       </para></listitem>
+     </varlistentry>
+     
+    </variablelist>
+   </para>
+   <warning>
+    <para>
+     The <literal>DEBUG</literal> setting in the makefile for Zebra must
+     be set to the same value as <literal>DEBUG</literal> setting in the
+     makefile for YAZ.
+     If not, the Zebra server/indexer will crash.
+    </para>
+   </warning>
+   <para>
+    When satisfied with the settings in the makefile, type
+    <screen>
+     nmake
+    </screen>
+   </para>
+   <note>
+    <para>
+     If the <filename>nmake</filename> command is not found on your system
+     you probably haven't defined the environment variables required to
+     use that tool. To fix that, find and run the batch file
+     <filename>vcvars32.bat</filename>. You need to run it from within
+     the command prompt or set the environment variables "globally";
+     otherwise it doesn't work.
+    </para>
+   </note>
+   <para>
+    If you wish to recompile Zebra - for example if you modify
+     settings in the <filename>makefile</filename> you can delete
+    object files, etc by running.
+    <screen>
+     nmake clean
+    </screen>
+   </para>
+   <para>
+    The following files are generated upon successful compilation:
+    
+    <variablelist>
+     <varlistentry><term><filename>bin/zebraidx.exe</filename></term>
+      <listitem><para>
+        The Zebra indexer.
+       </para></listitem></varlistentry>
+     
+     <varlistentry><term><filename>bin/zebrasrv.exe</filename></term>
+      <listitem><para>
+        The Zebra server.
+       </para></listitem></varlistentry>
+     
+    </variablelist>
+    
+   </para>
+  </sect1>
+
+
+  <sect1 id="installation-upgrade">
+   <title>Upgrading from Zebra version 1.3.x</title>
+   <para>
+    Zebra's installation directories have changed a bit. In addition,
+    the new loadable modules must be defined in the 
+    master <filename>zebra.cfg</filename> configuration file. The old
+    version 1.3.x configuration options
+    <screen>
+     # profilePath - where to look for config files
+     profilePath: some/local/path:/usr/share/idzebra/tab
+    </screen>
+    must be changed to 
+    <screen>
+     # profilePath - where to look for config files
+     profilePath: some/local/path:/usr/share/idzebra-2.0/tab
+
+     # modulePath - where to look for loadable zebra modules
+     modulePath: /usr/lib/idzebra-2.0/
+    </screen>
+   </para>
+   <para>
+    The internal binary register structures have changed; all Zebra
+    databases must be re-indexed after upgrade.
+   </para>
+   <para>
+    The attribute set defintion files may no longer contain
+    redirection to other fields. 
+    For example the following snippet of
+    a custom <filename>custom/bib1.att</filename> 
+    <literal>Bib-1</literal> attribute set definition file is no
+    longer supported:
+    <screen>
+     att 1016            Any           1016,4,1005,62
+    </screen>
+    and should be changed to 
+    <screen>
+     att 1016            Any
+    </screen>
+   </para>
+   <para>
+    Similar behaviour can be expressed in the new release by defining
+    a new index <literal>Any:w</literal> in all GRS
+    <filename>*.abs</filename> record indexing configuration files.
+    The above example configuration needs to make the changes
+    from version 1.3.x indexing instructions
+    <screen>
+     xelm /*/alternative  Body-of-text:w,Title:s,Title:w
+     xelm /*/title        Body-of-text:w,Title:s,Title:w
+    </screen>
+    to version 2.0.0 indexing instructions
+    <screen>
+     xelm /*/alternative  Any:w,Body-of-text:w,Title:s,Title:w
+     xelm /*/title        Any:w,Body-of-text:w,Title:s,Title:w
+    </screen>
+   </para>
    <para>
-    [to be written]
+    It is also possible to map the numerical attribute value  
+    <literal>@attr 1=1016</literal> onto another already existing huge
+    index, in this example, one could for example use the mapping
+    <screen>
+     att 1016            Body-of-text
+    </screen>
+    with equivalent outcome without editing all  GRS
+    <filename>*.abs</filename> record indexing configuration files.
    </para>
+
+   <para>
+    Server installations which use the special
+    <literal>IDXPATH</literal> attribute set must add the following
+    line to the <filename>zebra.cfg</filename> configuration file:
+    <screen>
+     attset: idxpath.att
+    </screen>
+    </para>
   </sect1>
+  
  </chapter>
  <!-- Keep this comment at the end of the file
  Local variables: