web commit by madmax

[ikiwiki.git] / doc / setup.mdwn

diff --git a/doc/setup.mdwn b/doc/setup.mdwn
index 40370a863176d349cb8d64d1b1fe30cb0a1965fa..8e5653442e21265e75beca467ad1cd3dd8504b25 100644 (file)
--- a/doc/setup.mdwn
+++ b/doc/setup.mdwn
@@ -1,83 +1,200 @@
-So you want to set up your own wiki using ikiwiki? This turorial will walk
-you through setting up a wiki that is stored in [[Subversion]] and that has
-optional support for commits from the web.
+This tutorial will walk you through setting up a wiki with ikiwiki.

 
 

-1. [[Install]] ikiwiki. See [[download]] for where to get it.
+1. [[Download]] and [[install]] ikiwiki.

 
 

-   Ikiwiki requires [[MarkDown]] be installed, and also uses the following
-   perl modules: `CGI::Session` `CGI::FormBuilder` (version 3.02.02 or
-   newer) `HTML::Template` `Mail::SendMail` `Time::Duration` `Date::Parse`
-   (libtimedate-perl), `HTML::Scrubber`
+2. Decide where your wiki's files will go.

 
 

-2. Create the subversion repository for your wiki.
+   As a wiki compiler, ikiwiki builds a wiki from files in a source directory,
+   and outputs the files to a destination directory.  If you keep your wiki in
+   a version control system, the source directory will contain a working copy
+   checked out from the version control system.

 
 

-               svnadmin create /svn/wikirepo
-               svn mkdir file:///svn/wikirepo/trunk -m create
+   For the purposes of this tutorial, we'll set shell variables
+   for these locations, and use those variables in the commands that follow.

 
 

-3. Check out the repository to make the working copy that ikiwiki will use.
+                       SRCDIR=~/wikiwc
+                       DESTDIR=~/public_html/wiki/

 
 

-               svn co file:///svn/wikirepo/trunk ~/wikiwc
+   Note that ikiwiki owns the working copy directory; do not perform your own
+   edits in ikiwiki's working copy.
+
+3. Create the beginnings of your wiki.
+
+   This will create a simple main page for the wiki.
+
+                       mkdir $SRCDIR
+                       cd $SRCDIR
+                       $EDITOR index.mdwn
+
+   In the editor, you could start by entering a simple page like 
+   [[toggle id=page text="this one"]].
+   
+   [[toggleable id=page text="""
+                       Welcome to your new wiki.
+                       All wikis are supposed to have a [[SandBox]],
+                       so this one does too.
+                       ----
+                       This wiki is powered by [ikiwiki](http://ikiwiki.info).
+   """]]
+   
+   See [[HelpOnFormatting]] for details about the markup language.
+
+   Note that several [[standard_wiki_pages|basewiki]] will be added to your
+   wiki, from files in `/usr/share/ikiwiki/basewiki/`, so your wiki will
+   automatically get a [[SandBox]], and some other useful pages.

 
 4. Build your wiki for the first time.
 
 
 4. Build your wiki for the first time.
 

-               ikiwiki --verbose ~/wikiwc/ ~/public_html/wiki/ \
-                       --url=http://host/~you/wiki/
+                       ikiwiki --verbose $SRCDIR $DESTDIR --url=http://example.org/~you/wiki/

 
    Replace the url with the real url to your wiki. You should now
    be able to visit the url and see your wiki.
 
 
    Replace the url with the real url to your wiki. You should now
    be able to visit the url and see your wiki.
 

-5. Customise your wiki. The files in `/usr/share/ikiwiki/basewiki/` are
-   used if you don't have a custom version, so let's start by making a
-   custom version of the wiki's index page:
-
-               cp /usr/share/ikiwiki/basewiki/index.mdwn ~/wikiwc
-               svn add ~/wikiwc/index.mdwn
-               $EDITOR ~/wikiwc/index.mdwn
-               svn commit ~/wikiwc/index.mdwn -m customised
-
-   You can also add any files you like from scratch of course.
+5. Repeat steps 3 and 4 as desired, editing or adding pages and rebuilding
+   the wiki. 
+   
+   To quickly get started on a common task like blogging with ikiwiki, you
+   can copy in files from the [[examples]]. The examples are located in
+   `doc/examples/` in the ikiwiki source package.

 
 

-6. Repeat steps 4 and 5 as desired, editing or adding pages and rebuilding
-   the wiki. You can play around with other ikiwiki parameters such as
-   `--wikiname` and `--rebuild` too. Get comfortable with its command line
-   (see [[usage]]).
+   You can play around with other ikiwiki parameters such as `--wikiname`
+   and `--rebuild` too. Get comfortable with its command line (see
+   [[usage]]).

 
 

-7. By now you should be getting tired of typing in all the command line
-   options each time you change something in your wiki's setup. And it's
-   also getting old to have to manualy rebuild the wiki each time you
-   change a file. Time to introduce setup files. 
+6. By now you should be getting tired of typing in all the command line
+   options each time you change something in your wiki's setup. Time to
+   introduce setup files.

    
    A sample setup file is [[ikiwiki.setup]]. Download it (or copy it from
    
    A sample setup file is [[ikiwiki.setup]]. Download it (or copy it from

-   `doc/ikiwiki.setup` in the ikiwiki sources), and edit it. 
+   `doc/ikiwiki.setup` in the ikiwiki sources), and edit it. Note that this
+   file should *not* be put in your wiki's directory with the rest of the
+   files. A good place to put it is in a ~/.ikiwiki/ subdirectory.

    
    Most of the options, like `wikiname` in the setup file are the same as
    
    Most of the options, like `wikiname` in the setup file are the same as

-   ikiwiki's command line options (documented in [[usage]]. `srcdir`
-   and `destdir` are the two directories you specify when
-   running ikiwiki by hand. `svnrepo` is the path to your subversion 
-   repository. Make sure that all of these are pointing to the right
-   directories, and read through and configure the rest of the file to your
-   liking.
-
-   Note that the default file has a block to configure a svn wrapper. This
-   sets up a [[post-commit]] hook to update the wiki.
+   ikiwiki's command line options (documented in [[usage]]. `srcdir` and
+   `destdir` are the two directories you specify when running ikiwiki by
+   hand. Make sure that these are pointing to the right directories, and
+   read through and configure the rest of the file to your liking.

 
    When you're satisfied, run `ikiwiki --setup ikiwiki.setup`, and it
 
    When you're satisfied, run `ikiwiki --setup ikiwiki.setup`, and it

-   will set everything up and update your wiki.
+   will set everything up.
+
+7. Turn on additional features.

 
 

-8. Set up [[CGI]] to allow editing the wiki from the web.
+   Now you have a basic wiki with a configuration file. Time to experiment
+   with ikiwiki's many features. 
+   
+   Let's first enable a key wiki feature and set up [[CGI]] to allow
+   editing the wiki from the web. Just edit ikiwiki.setup, uncomment the
+   block for the cgi wrapper, make sure the filename for the cgi wrapper
+   is ok, run `ikiwiki --setup ikiwiki.setup`, and you're done!

 
 

-   Just edit ikiwiki.setup, uncomment the block for the cgi wrapper, make
-   sure the filename for the cgi wrapper is ok, run 
-   `ikiwiki --setup ikiwiki.setup`, and you're done!
+   There are lots of other configuration options in ikiwiki.setup that you
+   can uncomment, configure, and enable by re-running
+   `ikiwiki --setup ikiwiki.setup`. Be sure to browse through all the
+   [[plugins]]..

 
 

-9. Add [[PageHistory]] links to the top of pages. This requires you to have
-   setup [[ViewCVS]] or something similar to access your [[Subversion]]
-   repository.  The `historyurl` setting makes ikiwiki add the links, and 
-   in that url, "\[[file]]" is replaced with the name of the file to view. So
-   edit ikiwiki.setup and set `historyurl` to something like this:
+8. Put your wiki in revision control.

 
 

-       `http://svn.host/trunk/\[[file]]?root=wiki`
+   At this point you might want to check your wiki in to a revision control
+   system you can get history of past changes and revert edits. Depending
+   on the revision control system you choose, the way this is done varies.

    
    

-   Then run `ikiwiki --setup ikiwiki.setup` again.
-
-10. Enjoy your new wiki! Add yourself to [[IkiWikiUsers]]
+   There's little that's ikiwiki specific about these instructions; this is
+   just how you put a directory under revision control using the various
+   systems that ikiwiki supports. Note that the .ikiwiki subdirectory is
+   where ikiwiki keeps its state, and should be preserved, but not checked
+   into revision control.
+
+   [[toggle id=subversion text="Subversion"]]
+   [[toggleable id=subversion text="""
+                       REPOSITORY=~/wikirepo
+                       svnadmin create $REPOSITORY
+                       svn mkdir file://$REPOSITORY/trunk -m "create trunk"
+                       cd $SRCDIR
+                       svn co file://$REPOSITORY/trunk .
+                       svn add *
+                       svn commit -m "initial import"
+   """]]
+   
+   [[toggle id=git text="Git"]]
+   [[toggleable id=git text="""
+                       REPOSITORY=~/wikirepo
+                       mkdir $REPOSITORY
+                       cd $REPOSITORY
+                       git init-db
+                       cp -a $SRCDIR/* .
+                       git add .
+                       git commit -m "initial import" -a
+                       mv $SRCDIR/.ikiwiki .
+                       rm -rf $SRCDIR
+                       git clone -l -s $REPOSITORY $SRCDIR
+   """]]
+
+   [[toggle id=tla text="TLA"]]
+   [[toggleable id=tla text="""
+                       REPOSITORY=~/wikirepo
+                       tla make-archive me@localhost--wiki $REPOSITORY
+                       tla my-id "<me@localhost>"
+                       cd $SRCDIR
+                       tla archive-setup me@localhost--wiki/wiki--0
+                       tla init-tree me@localhost--wiki/wiki--0
+                       # Edit {arch}/=tagging-method and change the precious
+                       # line to add the .ikiwiki directory to the regexp.
+                       tla add *
+                       tla import
+   """]]
+
+   [[toggle id=mercurial text="Mercurial"]]
+   [[toggleable id=mercurial text="""
+                       REPOSITORY=$SRCDIR
+                       hg init $REPOSITORY
+                       cd $REPOSITORY
+                       hg add *
+                       hg commit -m "initial import"
+   """]]
+
+   [[toggle id=monotone text="Monotone"]]
+   [[toggleable id=montone text="""
+                       # These instructions are standard instructions to import a directory into monotone
+                       # and set it up so that you don't need any passwords to use it
+                       REPOSITORY=~/.ikiwiki/mtn.db
+                       BRANCH=com.company.wikiname
+                       # remember the password you use in the next step and
+                       # substitute it for 'wikiKeyPass' in the get_passphrase() hook below
+                       # note the you should never generate two monotone keys with the same name
+                       mtn genkey web@machine.company.com
+                       mtn db init --db=$REPOSITORY
+                       mv $SRCDIR $SRCDIR-old
+                       cd $SRCDIR-old
+                       echo ".ikiwiki" > $SRCDIR-old/.mtn-ignore
+                       mtn --db=$REPOSITORY --branch=$BRANCH import . -m "initial import"
+                       cd ..
+                       mtn --db=$REPOSITORY --branch=$BRANCH checkout $SRCDIR
+                       mv $SRCDIR-old/.ikiwiki $SRCDIR
+                       cat << EOF > $SRCDIR/_MTN/monotonerc
+                       function get_passphrase (branchname)
+                           return "wikiKeyPass"
+                       end
+                       EOF
+                       rm -r $SRCDIR-old
+   """]]
+
+9. Configure ikiwiki to use revision control.
+
+   Once your wiki is checked in to the revision control system,
+   you should configure ikiwiki to use revision control. Edit your
+   ikiwiki.setup, and uncomment the lines for the revision control system
+   you chose to use. Be sure to set `svnrepo` to $REPOSITORY, if using
+   subversion. Uncomment the block for the wrapper for your revision
+   control system, and configure the wrapper path in that block
+   appropriately. 
+   
+   Once it's all set up, run `ikiwiki --setup ikiwiki.setup` once more.
+   Now you should be able to edit files in $SRCDIR, and use your revision
+   control system to commit them, and the wiki will automatically update.
+   And in the web interface, RecentChanges should work, and files changed
+   by web users will also be committed using revision control.
+
+10. Enjoy your new wiki! Add yourself to [[IkiWikiUsers]]. And check out
+    [[tips]] to find out how to get more out of ikiwiki.