Add starting material for admin guide

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Thomas Karpiniec 2016-01-23 10:06:13 +11:00
parent 7c8a02fb51
commit d4ef857031
8 changed files with 464 additions and 2 deletions

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<?php
// Title of manual, to appear in header and page title
$config["title"] = "The Unofficial Admin Guide";
// Directory (relative to render.php) where html pages are located
$config["html_dir"] = "html/admin";
// Directory (relative to render.php) where static resources are located
$config["resources_dir"] = "resources/admin";
// Name of subdirectory in the output where used resources are placed
$config["resources_output_dir"] = "res_admin";
// Where rendered output is placed
$config["output_dir"] = "rendered/admin";
// Page listing
// These must be specified in the order you want them to appear
// id - If "foo" will look for "foo.html"
// title - Used in the table of contents and {PAGE_TITLE:foo} substitutions
$config["pages"] = array(
array("id" => "installing", "title" => "Installing GNU social"),
array("id" => "queue_daemons", "title" => "Using Queue Daemons"),
array("id" => "upgrading", "title" => "Upgrading Your Installation"),
array("id" => "protocol_overview", "title" => "Protocol Overview"),
array("id" => "contributing", "title" => "Contributing")
);
?>

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{HEADING:SECTION:translations:Translations}
<p>For info on helping with translations, see the <a href="https://www.transifex.com/projects/p/gnu-social/">platform currently in use</a> for translations.</p.
Translations use the <a href="http://www.gnu.org/software/gettext/">gettext system</a>. If you for some reason do not wish to sign up to the Transifex service, you can review the files in the "locale/" sub-directory of GNU social. Each plugin also has its own translation files.
<p>To get your own site to use all the translated languages, and you are tracking the git repo, you will need to install at least 'gettext' on your system and then run:</p>
<p><tt>$ make translations</tt></p>

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{HEADING:SECTION:prerequisites:Prerequisites}
{HEADING:SUBSECTION:php_modules:PHP modules}
<p>The following software packages are <em>required</em> for this software to run correctly.</p>
<dl>
<dt>PHP 5.5+</dt>
<dd>For newer versions, some functions that are used may be disabled by default, such as the pcntl_* family. See the section on 'Queues and daemons' for more information.</dd>
<dt>MariaDB 5+</dt>
<dd>GNU Social uses, by default, a MariaDB server for data storage. Versions 5.x and 10.x have both reportedly worked well. It is also possible to run MySQL 5.5+.</dd>
<dt>Web server</dt>
<dd>Apache, lighttpd and nginx will all work. CGI mode is recommended and also some variant of 'suexec' (or a proper setup php-fpm pool)<br />NOTE: mod_rewrite or its equivalent is extremely useful.</dd>
</dl>
<p>Your PHP installation must include the following PHP extensions for a functional setup of GNU Social:</p>
<dl>
<dt>openssl</dt> <dd>(compiled in for Debian, enabled manually in Arch Linux)</dd>
<dt>php5-curl</dt> <dd>Fetching files by HTTP.</dd>
<dt>php5-gd</dt> <dd>Image manipulation (scaling).</dd>
<dt>php5-gmp</dt> <dd>For Salmon signatures (part of OStatus).</dd>
<dt>php5-intl</dt> <dd>Internationalization support (transliteration et al).</dd>
<dt>php5-json</dt> <dd>For WebFinger lookups and more.</dd>
<dt>php5-mysqlnd</dt> <dd>The native driver for PHP5 MariaDB connections. If you use MySQL, 'php5-mysql' or 'php5-mysqli' may be enough.</dd>
</dl>
<p>The above package names are for Debian based systems. In the case of Arch Linux, PHP is compiled with support for most extensions but they require manual enabling in the relevant php.ini file (mostly php5-gmp).</p>
{HEADING:SUBSECTION:better_performance:Better performance}
<p>For some functionality, you will also need the following extensions:</p>
<dl>
<dt>opcache</dt>
<dd>Improves performance a <em>lot</em>. Included in PHP, must be enabled manually in <tt>php.ini</tt> for most distributions. Find and set at least: <tt>opcache.enable=1</tt></dd>
<dt>mailparse</dt>
<dd>Efficient parsing of email requires this extension. Submission by email or SMS-over-email uses this.</dd>
<dt>sphinx</dt>
<dd>A client for the sphinx server, an alternative to MySQL or Postgresql fulltext search. You will also need a Sphinx server to serve the search queries.</dd>
<dt>gettext</dt>
<dd>For multiple languages. Default on many PHP installs; will be emulated if not present.</dd>
<dt>exif</dt>
<dd>For thumbnails to be properly oriented.</dd>
</dl>
<p>You may also experience better performance from your site if you configure a PHP cache/accelerator. Most distributions come with "opcache" support. Enable it in your <tt>php.ini</tt> where it is documented together with its settings.</p>
{HEADING:SECTION:installation:Installation}
{HEADING:SUBSECTION:up_and_running:Getting it up and running}
<p>Installing the basic GNU Social web component is relatively easy, especially if you've previously installed PHP/MariaDB packages.</p>
<ol>
<li>
<p>Unpack the tarball you downloaded on your Web server. Usually a command like this will work:</p>
<p><tt>tar zxf gnusocial-*.tar.gz</tt></p>
<p>...which will make a gnusocial-x.y.z subdirectory in your current directory. (If you don't have shell access on your Web server, you may have to unpack the tarball on your local computer and FTP the files to the server.)</p>
</li>
<li>
<p>Move the tarball to a directory of your choosing in your Web root directory. Usually something like this will work:</p>
<p><tt>mv gnusocial-x.y.z /var/www/gnusocial</tt></p>
<p>This will often make your GNU Social instance available in the gnusocial path of your server, like <tt>http://example.net/gnusocial</tt>. "social" or "blog" might also be good path names. If you know how to configure virtual hosts on your web server, you can try setting up <tt>http://social.example.net/</tt> or the like.
<p>If you have "rewrite" support on your webserver, and you should, then please enable this in order to make full use of your site. This will enable "Fancy URL" support, which you can read more about if you scroll down a bit in this document.</p>
</li>
<li>
<p>Make your target directory writeable by the Web server, please note however that 'a+w' will give <em>all</em> users write access and securing the webserver is not within the scope of this document.</p>
<p><tt>chmod a+w /var/www/gnusocial/</tt></p>
<p>On some systems, this will work as a more secure alternative:</p>
<p>
<tt>chgrp www-data /var/www/gnusocial/</tt><br />
<tt>chmod g+w /var/www/gnusocial/</tt>
</p>
<p>If your Web server runs as another user besides "www-data", try that user's default group instead. As a last resort, you can create a new group like "gnusocial" and add the Web server's user to the group.</p>
</li>
<li>
<p>You should also take this moment to make your 'avatar' and 'file' sub-directories writeable by the Web server. The <em>insecure</em> way to do this is:
<p>
<tt>chmod a+w /var/www/gnusocial/avatar</tt><br />
<tt>chmod a+w /var/www/gnusocial/file</tt>
</p>
<p>You can also make the avatar, and file directories just writable by the Web server group, as noted above.</p>
</li>
<li>
<p>Create a database to hold your site data. Something like this should work (you will be prompted for your database password):</p>
<p><tt>mysqladmin -u "root" -p create social</tt></p>
<p>Note that GNU Social should have its own database; you should not share the database with another program. You can name it whatever you want, though.</p>
<p>(If you don't have shell access to your server, you may need to use a tool like phpMyAdmin to create a database. Check your hosting service's documentation for how to create a new MariaDB database.)</p>
</li>
<li>
<p>Create a new database account that GNU Social will use to access the database. If you have shell access, this will probably work from the MariaDB shell:</p>
<p>
<tt>GRANT ALL on social.*</tt><br />
<tt>TO 'social'@'localhost'</tt><br />
<tt>IDENTIFIED BY 'agoodpassword';</tt>
</p>
<p>You should change the user identifier 'social' and 'agoodpassword' to your preferred new database username and password. You may want to test logging in to MariaDB as this new user.
</li>
<li>
<p>In a browser, navigate to the GNU Social install script; something like:</p>
<p><tt>https://social.example.net/install.php</tt></p>
<p>Enter the database connection information and your site name. The install program will configure your site and install the initial, almost-empty database.</p>
</li>
<li>
<p>You should now be able to navigate to your social site's main directory and see the "Public Timeline", which will probably be empty. You can now register new user, post some notices, edit your profile, etc.</p>
</li>
</ol>
{HEADING:SUBSECTION:fancy_urls:Fancy URLs}
<p>By default, GNU Social will use URLs that include the main PHP program's name in them. For example, a user's home profile might be found at either of these URLS depending on the webserver's configuration and capabilities:</p>
<p>
<tt>https://social.example.net/index.php/fred</tt><br />
<tt>https://social.example.net/index.php?p=fred</tt>
</p>
<p>It's possible to configure the software to use fancy URLs so it looks like this instead:</p>
<p>
<tt>https://social.example.net/fred</tt>
</p>
<p>These "fancy URLs" are more readable and memorable for users. To use fancy URLs, you must either have Apache 2.x with <tt>.htaccess</tt> enabled and mod_rewrite enabled, <em>OR</em> know how to configure "url redirection" in your server (like lighttpd or nginx).</p>
<ol>
<li>
<p>See the instructions for each respective webserver software:</p>
<ul>
<li>For Apache, inspect the <tt>htaccess.sample</tt> file and save it as <tt>.htaccess</tt> after making any necessary modifications. Our sample file is well commented.</li>
<li>For lighttpd, inspect the <tt>lighttpd.conf.example</tt> file and apply the appropriate changes in your virtualhost configuration for lighttpd.</li>
<li>For nginx, inspect the <tt>nginx.conf.sample</tt> file and apply the appropriate changes.</li>
<li>For other webservers, we gladly accept contributions of server configuration examples.</li>
</ul>
</li>
<li>
<p>Assuming your webserver is properly configured and have its settings applied (remember to reload/restart it), you can add this to your GNU social's <tt>config.php</tt> file:</p>
<p><tt>$config['site']['fancy'] = true;</tt></p>
</li>
</ol>
<p>You should now be able to navigate to a "fancy" URL on your server, like:</p>
<p><tt>https://social.example.net/main/register</tt></p>
{HEADING:SUBSECTION:themes:Themes}
<p>As of right now, your ability change the theme is limited to CSS stylesheets and some image files; you can't change the HTML output, like adding or removing menu items, without the help of a plugin.</p>
<p>You can choose a theme using the <tt>$config['site']['theme']</tt> element in the <tt>config.php</tt> file. See below for details.</p>
<p>You can add your own theme by making a sub-directory of the 'theme' subdirectory with the name of your theme. Each theme can have the following files:</p>
<dl>
<dt>display.css</dt> <dd>a CSS2 file for "default" styling for all browsers.</a>
<dt>logo.png</dt> <dd>a logo image for the site.</dd>
<dt>default-avatar-profile.png</dt> <dd>a 96x96 pixel image to use as the avatar for users who don't upload their own.</dd>
<dt>default-avatar-stream.png</dt> <dd>Ditto, but 48x48. For streams of notices.</dd>
<dt>default-avatar-mini.png</dt> <dd>Ditto ditto, but 24x24. For subscriptions listing on profile pages.</dd>
</dl>
<p>You may want to start by copying the files from the default theme to your own directory.</p>
{HEADING:SUBSECTION:private:Private}
<p>A GNU social node can be configured as "private", which means it will not federate with other nodes in the network. It is not a recommended method of using GNU social and we cannot at the current state of development guarantee that there are no leaks (what a public network sees as features, private sites will likely see as bugs).</p>
<p>Private nodes are however an easy way to easily setup collaboration and image sharing within a workgroup or a smaller community where federation is not a desired feature. Also, it is possible to change this setting and instantly gain full federation features.</p>
<p>Access to file attachments can also be restricted to logged-in users only:</p>
<ol>
<li>
<p>Add a directory outside the web root where your file uploads will be stored. Use this command as an initial guideline to create it:</p>
<p><tt>mkdir /var/www/gnusocial-files</tt></p>
</li>
<li>
<p>Make the file uploads directory writeable by the web server. An insecure way to do this is (to do it properly, read up on UNIX file permissions and configure your webserver accordingly):</p>
<p><tt>chmod a+x /var/www/gnusocial-files</tt></p>
</li>
<li>
<p>Tell GNU social to use this directory for file uploads. Add a line like this to your <tt>config.php</tt>:</p>
<p><tt>$config['attachments']['dir'] = '/var/www/gnusocial-files';</tt></p>
</li>
</ol>
{HEADING:SECTION:extra_features:Extra features}
{HEADING:SUBSECTION:sphinx:Sphinx}
<p>To use a Sphinx server to search users and notices, you'll need to enable the SphinxSearch plugin. Add to your <tt>config.php</tt>:</p>
<p>
<tt>addPlugin('SphinxSearch');</tt><br />
<tt>$config['sphinx']['server'] = 'searchhost.local';</tt>
</p>
<p>You also need to install, compile and enable the sphinx pecl extension for php on the client side, which itself depends on the sphinx development files.</p>
<p>See <tt>plugins/SphinxSearch/README</tt> for more details and server setup.</p>
{HEADING:SUBSECTION:sms:SMS}
<p>StatusNet supports a cheap-and-dirty system for sending update messages to mobile phones and for receiving updates from the mobile. Instead of sending through the SMS network itself, which is costly and requires buy-in from the wireless carriers, it simply piggybacks on the email gateways that many carriers provide to their customers. So, SMS configuration is essentially email configuration.</p>
<p>Each user sends to a made-up email address, which they keep a secret. Incoming email that is "From" the user's SMS email address, and "To" the users' secret email address on the site's domain, will be converted to a notice and stored in the DB.</p>
<p>For this to work, there <em>must</em> be a domain or sub-domain for which all (or most) incoming email can pass through the incoming mail filter.</p>
<ol>
<li>
<p>Run the SQL script <tt>carrier.sql</tt> in your StatusNet database. This will usually work:</p>
<p><tt>mysql -u "statusnetuser" --password="statusnetpassword" statusnet &lt; db/carrier.sql</tt></p>
<p>This will populate your database with a list of wireless carriers that support email SMS gateways.</p>
</li>
<li>
<p>Make sure the maildaemon.php file is executable:</p>
<p><tt>chmod +x scripts/maildaemon.php</tt></p>
<p>Note that "daemon" is kind of a misnomer here; the script is more of a filter than a daemon.</p>
</li>
<li>
<p>Edit <tt>/etc/aliases</tt> on your mail server and add the following line:</p>
<p><tt>*: /path/to/statusnet/scripts/maildaemon.php</tt></p>
</li>
<li>
<p>Run whatever code you need to to update your aliases database. For many mail servers (Postfix, Exim, Sendmail), this should work:</p>
<p><tt>newaliases</tt></p>
<p>You may need to restart your mail server for the new database to take effect.</p>
</li>
<li>
<p>Set the following in your <tt>config.php</tt> file:</p>
<p><tt>$config['mail']['domain'] = 'yourdomain.example.net';</tt></p>
</li>
</ol>
{HEADING:SECTION:after_installation:After installation}
{HEADING:SUBSECTION:should_run_queue_daemons:Run queue daemons}
<p>By default GNU social tries to do regular work such as communicating with remote servers while it is handling HTTP requests for users. This is often insufficient. If possible you should run the <em>queue daemons</em>. Please refer to this section: {LINK:queue_daemons}.</p>
{HEADING:SUBSECTION:backups:Backups}
<p>There is no built-in system for doing backups in GNU social. You can make backups of a working system by backing up the database and the Web directory. To backup the database use <a href="https://mariadb.com/kb/en/mariadb/mysqldump/">mysqldump</a> and to backup the Web directory, try tar.
{HEADING:SUBSECTION:about_upgrading:Upgrading}
Upgrading is strongly recommended to stay up to date with security fixes
and new features. For instructions on how to upgrade GNU social code,
please refer to this section: {LINK:upgrading}.</p>

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GNU social runs primarily on voodoo magic.
If anybody knows better please advise.

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{HEADING:SECTION:queues_and_daemons:Queues and Daemons}
<p>Some activities that GNU social needs to do, like broadcast OStatus, SMS, XMPP messages and TwitterBridge operations, can be 'queued' and done by off-line bots instead.</p>
<p>Two mechanisms are available to achieve offline operations:</p>
<ul>
<li>New embedded OpportunisticQM plugin, which is enabled by default</li>
<li>Legacy queuedaemon script, which can be enabled via config file.</li>
</ul>
{HEADING:SUBSECTION:opportunisticqm:OpportunisticQM plugin}
<p>This plugin is enabled by default. It tries its best to do background jobs during regular HTTP requests, like API or HTML pages calls.</p>
<p>Since queueing system is enabled by default, notices to be broadcasted will be stored, by default, into DB (table <tt>queue_item</tt>).</p>
<p>Whenever it has time, OpportunisticQM will try to handle some of them.</p>
<p>This is a good solution whether you:</p>
<ul>
<li>have no access to command line (shared hosting)</li>
<li>do not want to deal with long-running PHP processes</li>
<li>run a low traffic GNU social instance</li>
</ul>
<p>In other case, you really should consider enabling the queuedaemon for performance reasons. Background daemons are necessary anyway if you wish to use the Instant Messaging features such as communicating via XMPP.</p>
{HEADING:SUBSECTION:queuedaemon:queuedaemon}
<p>If you want to use legacy queuedaemon, you must be able to run long-running offline processes, either on your main Web server or on another server you control. (Your other server will still need all the above prerequisites, with the exception of Apache.) Installing on a separate server is probably a good idea for high-volume sites.</p>
<ol>
<li>
<p>You'll need the "CLI" (command-line interface) version of PHP installed on whatever server you use.</p>
<p>Modern PHP versions in some operating systems have disabled functions related to forking, which is required for daemons to operate. To make this work, make sure that your php-cli config (<tt>/etc/php5/cli/php.ini</tt>) does NOT have these functions listed under 'disable_functions':</p>
<ul>
<li>pcntl_fork, pcntl_wait, pcntl_wifexited, pcntl_wexitstatus, pcntl_wifsignaled, pcntl_wtermsig
</ul>
<p>Other recommended settings for optimal performance are:</p>
<ul>
<li><tt>mysqli.allow_persistent = On</tt></li>
<li><tt>mysqli.reconnect = On</tt></li>
</ul>
</li>
<li>
<p>If you're using a separate server for queues, install GNU social somewhere on the server. You don't need to worry about the <tt>.htaccess</tt> file, but make sure that your <tt>config.php</tt> file is close to, or identical to, your Web server's version.</p>
</li>
<li>
<p>In your config.php files (on the server where you run the queue daemon), set the following variable:</p>
<p><tt>$config['queue']['daemon'] = true;</tt></p>
</li>
<li>
<p>On the queues server, run the command <tt>scripts/startdaemons.sh</tt>.</p>
<p>This will run the queue handlers:</p>
<dl>
<dt>queuedaemon.php</dt> <dd>polls for queued items for inbox processing and pushing out to OStatus, SMS, XMPP, etc.</dd>
<dt>imdaemon.php</dt> <dd>if an IM plugin is enabled (like XMPP)</dd>
<dt>(plugins)</dt> <dd>other daemons, like TwitterBridge ones, that you may have enabled</dd>
</dl>
</li>
</ol>
<p>These daemons will automatically restart in most cases of failure including memory leaks (if a memory_limit is set), but may still die or behave oddly if they lose connections to the XMPP or queue servers.</p>
<p>It may be a good idea to use a daemon-monitoring service, like 'monit', to check their status and keep them running.</p>
<p>All the daemons write their process IDs (pids) to <tt>/var/run/</tt> by default. This can be useful for starting, stopping, and monitoring the daemons. If you are running multiple sites on the same machine, it will be necessary to avoid collisions of these PID files by setting a site-specific directory in <tt>config.php</tt>:
<p><tt>$config['daemon']['piddir'] = __DIR__ . '/../run/';</tt></p>
<p>It is also possible to use a STOMP server instead of our kind of hacky home-grown DB-based queue solution. This is strongly recommended for best response time, especially when using XMPP.</p>

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TODO: Adapt and include UPGRADE from main repo

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<html lang="en">
<head>
<meta charset="utf-8">
<title>{TITLE} - GNU social</title>
<title>{PAGE_TITLE} - {TITLE} - GNU social</title>
<link rel="stylesheet" href="{RES:manual-style.css}">
</head>
<body><div class="contents">

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<p>Because GNU social is free software it's here to stay. A corporate social network might disappear or start running advertisements when the venture capital runs out. The GNU social code is available to everybody and there are many servers where it's free to create an account.</p>
<p>This is a social network that does what's best for the people who use it&mdash;not what makes the most money. Jump ahead to {LINK:exploring}</p>
<p>This is a social network that does what's best for the people who use it&mdash;not what makes the most money.</p>