2.1.1. Perl

Installed Version Test: perl -v

Any machine that doesn't have Perl on it is a sad machine indeed. If you don't have it and your OS doesn't provide official packages, visit http://www.perl.com. Although Bugzilla runs with Perl 5.8.0, it's a good idea to be using the latest stable version.

2.1.2. Database Engine

From Bugzilla 2.20, support is included for using both the MySQL and PostgreSQL database servers. You only require one of these systems to make use of Bugzilla.

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2.1.2.1. MySQL

Installed Version Test: mysql -V

If you don't have it and your OS doesn't provide official packages, visit http://www.mysql.com. You need MySQL version 4.1.2 or higher.

Many of the binary versions of MySQL store their data files in /var. On some Unix systems, this is part of a smaller root partition, and may not have room for your bug database. To change the data directory, you have to build MySQL from source yourself, and set it as an option to configure.

If you install from something other than a packaging/installation system, such as .rpm (Redhat Package), .deb (Debian Package), .exe (Windows Executable), or .msi (Microsoft Installer), make sure the MySQL server is started when the machine boots.

2.1.3. Web Server

Installed Version Test: view the default welcome page at http://<your-machine>/

You have freedom of choice here, pretty much any web server that is capable of running CGI scripts will work. However, we strongly recommend using the Apache web server (either 1.3.x or 2.x), and the installation instructions usually assume you are using it. If you have got Bugzilla working using another webserver, please share your experiences with us by filing a bug in Bugzilla Documentation.

If you don't have Apache and your OS doesn't provide official packages, visit http://httpd.apache.org/.

2.1.4. Bugzilla

Download a Bugzilla tarball (or check it out from CVS) and place it in a suitable directory, accessible by the default web server user (probably "apache" or "www"). Good locations are either directly in the main web space for your web server or perhaps in /usr/local with a symbolic link from the web space.

The default Bugzilla distribution is NOT designed to be placed in a cgi-bin directory. This includes any directory which is configured using the ScriptAlias directive of Apache.

Once all the files are in a web accessible directory, make that directory writable by your webserver's user. This is a temporary step until you run the checksetup.pl script, which locks down your installation.

2.1.5. Perl Modules

Bugzilla's installation process is based on a script called checksetup.pl. The first thing it checks is whether you have appropriate versions of all the required Perl modules. The aim of this section is to pass this check. When it passes, proceed to Section 2.2.

At this point, you need to su to root. You should remain as root until the end of the install. To check you have the required modules, run:

bash# ./checksetup.pl --check-modules

checksetup.pl will print out a list of the required and optional Perl modules, together with the versions (if any) installed on your machine. The list of required modules is reasonably long; however, you may already have several of them installed.

There is a meta-module called Bundle::Bugzilla, which installs all the other modules with a single command. You should use this if you are running Perl 5.6.1 or above.

The preferred way of installing Perl modules is via CPAN on Unix, or PPM on Windows (see Section 2.5.1.2). These instructions assume you are using CPAN; if for some reason you need to install the Perl modules manually, see Appendix D.

bash# perl -MCPAN -e 'install "<modulename>"'

If you using Bundle::Bugzilla, invoke the magic CPAN command on it. Otherwise, you need to work down the list of modules that checksetup.pl says are required, in the order given, invoking the command on each.

Many people complain that Perl modules will not install for them. Most times, the error messages complain that they are missing a file in "@INC". Virtually every time, this error is due to permissions being set too restrictively for you to compile Perl modules or not having the necessary Perl development libraries installed on your system. Consult your local UNIX systems administrator for help solving these permissions issues; if you are the local UNIX sysadmin, please consult the newsgroup/mailing list for further assistance or hire someone to help you out.

If you are using a package-based system, and attempting to install the Perl modules from CPAN, you may need to install the "development" packages for MySQL and GD before attempting to install the related Perl modules. The names of these packages will vary depending on the specific distribution you are using, but are often called <packagename>-devel.

Here is a complete list of modules and their minimum versions. Some modules have special installation notes, which follow.

Required Perl modules:

1. CGI 2.93

2. Date::Format (2.21)

3. DBI (1.41)

4. DBD::mysql (2.9003) if using MySQL

5. DBD::Pg (1.45) if using PostgreSQL

6. File::Spec (0.84)

7. Template (2.12)

8. Email::Send (2.00)

9. Email::MIME::Modifier (1.442)

1. GD (1.20) for bug charting

2. Template::Plugin::GD::Image (1.20) for Graphical Reports

3. Chart::Base (1.0) for bug charting

4. GD::Graph (any) for bug charting

5. GD::Text (any) for bug charting

6. XML::Twig (any) for bug import/export

7. MIME::Parser (5.406) for bug import/export

8. LWP::UserAgent (any) for Automatic Update Notifications

9. PatchReader (0.9.4) for pretty HTML view of patches

10. Image::Magick (any) for converting BMP image attachments to PNG

11. Net::LDAP (any) for LDAP Authentication

12. SOAP::Lite (any) for the web service interface

13. HTML::Parser (3.40) for More HTML in Product/Group Descriptions

14. HTML::Scrubber (any) for More HTML in Product/Group Descriptions

15. Email::MIME::Attachment::Stripper (any) for Inbound Email

16. Email::Reply (any) for Inbound Email

17. mod_perl2 (1.999022) for mod_perl

18. CGI (3.11) for mod_perl

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2.1.5.3. GD (1.20)

The GD module is only required if you want graphical reports.

The Perl GD module requires some other libraries that may or may not be installed on your system, including libpng and libgd. The full requirements are listed in the Perl GD module README. If compiling GD fails, it's probably because you're missing a required library.

The version of the GD module you need is very closely tied to the libgd version installed on your system. If you have a version 1.x of libgd the 2.x versions of the GD module won't work for you.

2.1.6. Mail Transfer Agent (MTA)

Bugzilla is dependent on the availability of an e-mail system for its user authentication and for other tasks.

This is not entirely true. It is possible to completely disable email sending, or to have Bugzilla store email messages in a file instead of sending them. However, this is mainly intended for testing, as disabling or diverting email on a production machine would mean that users could miss important events (such as bug changes or the creation of new accounts). For more information, see the "mail_delivery_method" parameter in Section 3.1.

On Linux, any Sendmail-compatible MTA (Mail Transfer Agent) will suffice. Sendmail, Postfix, qmail and Exim are examples of common MTAs. Sendmail is the original Unix MTA, but the others are easier to configure, and therefore many people replace Sendmail with Postfix or Exim. They are drop-in replacements, so Bugzilla will not distinguish between them.

If you are using Sendmail, version 8.7 or higher is required. If you are using a Sendmail-compatible MTA, it must be congruent with at least version 8.7 of Sendmail.

Consult the manual for the specific MTA you choose for detailed installation instructions. Each of these programs will have their own configuration files where you must configure certain parameters to ensure that the mail is delivered properly. They are implemented as services, and you should ensure that the MTA is in the auto-start list of services for the machine.

If a simple mail sent with the command-line 'mail' program succeeds, then Bugzilla should also be fine.

2.1.7. Installing Bugzilla on mod_perl

It is now possible to run the Bugzilla software under mod_perl on Apache. mod_perl has some additional requirements to that of running Bugzilla under mod_cgi (the standard and previous way).

Bugzilla requires mod_perl to be installed, which can be obtained from http://perl.apache.org - Bugzilla requires version 1.999022 (AKA 2.0.0-RC5) to be installed.

Bugzilla also requires a more up-to-date version of the CGI perl module to be installed, version 3.11 as opposed to 2.93

2.2.1. localconfig

You should now run checksetup.pl again, this time without the --check-modules switch.

bash# ./checksetup.pl

This time, checksetup.pl should tell you that all the correct modules are installed and will display a message about, and write out a file called, localconfig. This file contains the default settings for a number of Bugzilla parameters.

Load this file in your editor. The only value you need to change is $db_pass, the password for the user you will create for your database. Pick a strong password (for simplicity, it should not contain single quote characters) and put it here.

You may need to change the value of webservergroup if your web server does not run in the "apache" group. On Debian, for example, Apache runs in the "www-data" group. If you are going to run Bugzilla on a machine where you do not have root access (such as on a shared web hosting account), you will need to leave webservergroup empty, ignoring the warnings that checksetup.pl will subsequently display every time it is run.

If you are using suexec, you should use your own primary group for webservergroup rather than leaving it empty, and see the additional directions in the suexec section Section 2.6.6.1.

The other options in the localconfig file are documented by their accompanying comments. If you have a slightly non-standard MySQL setup, you may wish to change one or more of the other "$db_*" parameters.

You may also wish to change the names of the priorities, severities, operating systems and platforms for your installation. However, you can always change these after installation has finished; if you then re-run checksetup.pl, the changes will get picked up.

2.2.2. Database Server

This section deals with configuring your database server for use with Bugzilla. Currently, MySQL (Section 2.2.2.2) and PostgreSQL (Section 2.2.2.3) are available.

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2.2.2.2. MySQL

MySQL's default configuration is very insecure. Section 4.2 has some good information for improving your installation's security.

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2.2.2.2.1. Allow large attachments

By default, MySQL will only accept packets up to 64Kb in size. If you want to have attachments larger than this, you will need to modify your /etc/my.cnf as below.

[mysqld] # Allow packets up to 1M max_allowed_packet=1M

There is also a parameter in Bugzilla called 'maxattachmentsize' (default = 1000 Kb) that controls the maximum allowable attachment size. Attachments larger than either the 'max_allowed_packet' or 'maxattachmentsize' value will not be accepted by Bugzilla.

This does not affect Big Files, attachments that are stored directly on disk instead of in the database. Their maximum size is controlled using the 'maxlocalattachment' parameter.

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2.2.2.2.2. Allow small words in full-text indexes

By default, words must be at least four characters in length in order to be indexed by MySQL's full-text indexes. This causes a lot of Bugzilla specific words to be missed, including "cc", "ftp" and "uri".

MySQL can be configured to index those words by setting the ft_min_word_len param to the minimum size of the words to index. This can be done by modifying the /etc/my.cnf according to the example below:

[mysqld] # Allow small words in full-text indexes ft_min_word_len=2

Rebuilding the indexes can be done based on documentation found at http://www.mysql.com/doc/en/Fulltext_Fine-tuning.html.

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2.2.2.2.3. Add a user to MySQL

You need to add a new MySQL user for Bugzilla to use. (It's not safe to have Bugzilla use the MySQL root account.) The following instructions assume the defaults in localconfig; if you changed those, you need to modify the SQL command appropriately. You will need the $db_pass password you set in localconfig in Section 2.2.1.

We use an SQL GRANT command to create a "bugs" user. This also restricts the "bugs"user to operations within a database called "bugs", and only allows the account to connect from "localhost". Modify it to reflect your setup if you will be connecting from another machine or as a different user.

Run the mysql command-line client and enter:

mysql> GRANT SELECT, INSERT, UPDATE, DELETE, INDEX, ALTER, CREATE, LOCK TABLES, CREATE TEMPORARY TABLES, DROP, REFERENCES ON bugs.* TO bugs@localhost IDENTIFIED BY '$db_pass'; mysql> FLUSH PRIVILEGES;

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2.2.2.2.4. Permit attachments table to grow beyond 4GB

By default, MySQL will limit the size of a table to 4GB. This limit is present even if the underlying filesystem has no such limit. To set a higher limit, follow these instructions.

After you have completed the rest of the installation (or at least the database setup parts), you should run the MySQL command-line client and enter the following, replacing $bugs_db with your Bugzilla database name (bugs by default):

mysql> use $bugs_db mysql> ALTER TABLE attachments AVG_ROW_LENGTH=1000000, MAX_ROWS=20000;

The above command will change the limit to 20GB. Mysql will have to make a temporary copy of your entire table to do this. Ideally, you should do this when your attachments table is still small.

This does not affect Big Files, attachments that are stored directly on disk instead of in the database.

 bash# su - postgres

 bash$ createuser -U postgres -dAP bugs

2.2.3. checksetup.pl

Next, rerun checksetup.pl. It reconfirms that all the modules are present, and notices the altered localconfig file, which it assumes you have edited to your satisfaction. It compiles the UI templates, connects to the database using the 'bugs' user you created and the password you defined, and creates the 'bugs' database and the tables therein.

After that, it asks for details of an administrator account. Bugzilla can have multiple administrators - you can create more later - but it needs one to start off with. Enter the email address of an administrator, his or her full name, and a suitable Bugzilla password.

checksetup.pl will then finish. You may rerun checksetup.pl at any time if you wish.

2.2.4. Web server

Configure your web server according to the instructions in the appropriate section. (If it makes a difference in your choice, the Bugzilla Team recommends Apache.) To check whether your web server is correctly configured, try to access testagent.cgi from your web server. If "OK" is displayed, then your configuration is successful. Regardless of which web server you are using, however, ensure that sensitive information is not remotely available by properly applying the access controls in Section 4.3.1. You can run testserver.pl to check if your web server serves Bugzilla files as expected.

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2.2.4.1. Bugzilla using Apache

You have two options for running Bugzilla under Apache - mod_cgi (the default) and mod_perl (new in Bugzilla 2.23)

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2.2.4.1.1. Apache httpd with mod_cgi

To configure your Apache web server to work with Bugzilla while using mod_cgi, do the following:

1. Load httpd.conf in your editor. In Fedora and Red Hat Linux, this file is found in /etc/httpd/conf.

2. Apache uses <Directory> directives to permit fine-grained permission setting. Add the following lines to a directive that applies to the location of your Bugzilla installation. (If such a section does not exist, you'll want to add one.) In this example, Bugzilla has been installed at /var/www/html/bugzilla.

   <Directory /var/www/html/bugzilla> AddHandler cgi-script .cgi Options +Indexes +ExecCGI DirectoryIndex index.cgi AllowOverride Limit </Directory>

   These instructions: allow apache to run .cgi files found within the bugzilla directory; instructs the server to look for a file called index.cgi if someone only types the directory name into the browser; and allows Bugzilla's .htaccess files to override global permissions.

   It is possible to make these changes globally, or to the directive controlling Bugzilla's parent directory (e.g. <Directory /var/www/html/>). Such changes would also apply to the Bugzilla directory... but they would also apply to many other places where they may or may not be appropriate. In most cases, including this one, it is better to be as restrictive as possible when granting extra access.

3. checksetup.pl can set tighter permissions on Bugzilla's files and directories if it knows what group the web server runs as. Find the Group line in httpd.conf, place the value found there in the $webservergroup variable in localconfig, then rerun checksetup.pl.

4. Optional: If Bugzilla does not actually reside in the webspace directory, but instead has been symbolically linked there, you will need to add the following to the Options line of the Bugzilla <Directory> directive (the same one as in the step above):

   +FollowSymLinks

   Without this directive, Apache will not follow symbolic links to places outside its own directory structure, and you will be unable to run Bugzilla.

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2.2.4.1.2. Apache httpd with mod_perl

Some configuration is required to make Bugzilla work with Apache and mod_perl

1. Load httpd.conf in your editor. In Fedora and Red Hat Linux, this file is found in /etc/httpd/conf.

2. Add the following information to your httpd.conf file, substituting where appropriate with your own local paths.

   This should be used instead of the <Directory> block shown above. This should also be above any other mod_perl directives within the httpd.conf and must be specified in the order as below.

   You should also ensure that you have disabled KeepAlive support in your Apache install when utilizing Bugzilla under mod_perl

   PerlSwitches -I/var/www/html/bugzilla -w -T PerlConfigRequire /var/www/html/bugzilla/mod_perl.pl

3. checksetup.pl can set tighter permissions on Bugzilla's files and directories if it knows what group the web server runs as. Find the Group line in httpd.conf, place the value found there in the $webservergroup variable in localconfig, then rerun checksetup.pl.

On restarting Apache, Bugzilla should now be running within the mod_perl environment. Please ensure you have run checksetup.pl to set permissions before you restart Apache.

Please bear the following points in mind when looking at using Bugzilla under mod_perl: mod_perl support in Bugzilla can take up a HUGE amount of RAM. You could be looking at 30MB per httpd child, easily. Basically, you just need a lot of RAM. The more RAM you can get, the better. mod_perl is basically trading RAM for speed. At least 2GB total system RAM is recommended for running Bugzilla under mod_perl. Under mod_perl, you have to restart Apache if you make any manual change to any Bugzilla file. You can't just reload--you have to actually restart the server (as in make sure it stops and starts again). You can change localconfig and the params file manually, if you want, because those are re-read every time you load a page. You must run in Apache's Prefork MPM (this is the default). The Worker MPM may not work--we haven't tested Bugzilla's mod_perl support under threads. (And, in fact, we're fairly sure it won't work.) Bugzilla generally expects to be the only mod_perl application running on your entire server. It may or may not work if there are other applications also running under mod_perl. It does try its best to play nice with other mod_perl applications, but it still may have conflicts. It is recommended that you have one Bugzilla instance running under mod_perl on your server. Bugzilla has not been tested with more than one instance running.

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2.2.4.2. Microsoft Internet Information Services

If you are running Bugzilla on Windows and choose to use Microsoft's Internet Information Services or Personal Web Server you will need to perform a number of other configuration steps as explained below. You may also want to refer to the following Microsoft Knowledge Base articles: 245225 "HOW TO: Configure and Test a PERL Script with IIS 4.0, 5.0, and 5.1" (for Internet Information Services) and 231998 "HOW TO: FP2000: How to Use Perl with Microsoft Personal Web Server on Windows 95/98" (for Personal Web Server).

You will need to create a virtual directory for the Bugzilla install. Put the Bugzilla files in a directory that is named something other than what you want your end-users accessing. That is, if you want your users to access your Bugzilla installation through "http://<yourdomainname>/Bugzilla", then do not put your Bugzilla files in a directory named "Bugzilla". Instead, place them in a different location, and then use the IIS Administration tool to create a Virtual Directory named "Bugzilla" that acts as an alias for the actual location of the files. When creating that virtual directory, make sure you add the "Execute (such as ISAPI applications or CGI)" access permission.

You will also need to tell IIS how to handle Bugzilla's .cgi files. Using the IIS Administration tool again, open up the properties for the new virtual directory and select the Configuration option to access the Script Mappings. Create an entry mapping .cgi to:

<full path to perl.exe >\perl.exe -x<full path to Bugzilla> -wT "%s" %s

For example:

c:\perl\bin\perl.exe -xc:\bugzilla -wT "%s" %s

The ActiveState install may have already created an entry for .pl files that is limited to "GET,HEAD,POST". If so, this mapping should be removed as Bugzilla's .pl files are not designed to be run via a web server.

IIS will also need to know that the index.cgi should be treated as a default document. On the Documents tab page of the virtual directory properties, you need to add index.cgi as a default document type. If you wish, you may remove the other default document types for this particular virtual directory, since Bugzilla doesn't use any of them.

Also, and this can't be stressed enough, make sure that files such as localconfig and your data directory are secured as described in Section 4.3.1.

2.2.5. Bugzilla

Your Bugzilla should now be working. Access http://<your-bugzilla-server>/ - you should see the Bugzilla front page. If not, consult the Troubleshooting section, Appendix B.

The URL above may be incorrect if you installed Bugzilla into a subdirectory or used a symbolic link from your web site root to the Bugzilla directory.

Log in with the administrator account you defined in the last checksetup.pl run. You should go through the parameters on the Edit Parameters page (see link in the footer) and see if there are any you wish to change. They key parameters are documented in Section 3.1; you should certainly alter maintainer and urlbase; you may also want to alter cookiepath or requirelogin.

This would also be a good time to revisit the localconfig file and make sure that the names of the priorities, severities, platforms and operating systems are those you wish to use when you start creating bugs. Remember to rerun checksetup.pl if you change it.

Bugzilla has several optional features which require extra configuration. You can read about those in Section 2.3.

2.3.1. Bug Graphs

If you have installed the necessary Perl modules you can start collecting statistics for the nifty Bugzilla graphs.

bash# crontab -e

This should bring up the crontab file in your editor. Add a cron entry like this to run collectstats.pl daily at 5 after midnight:

5 0 * * * cd <your-bugzilla-directory> ; ./collectstats.pl

After two days have passed you'll be able to view bug graphs from the Reports page.

Windows does not have 'cron', but it does have the Task Scheduler, which performs the same duties. There are also third-party tools that can be used to implement cron, such as nncron.

2.3.2. Dependency Charts

As well as the text-based dependency trees, Bugzilla also supports a graphical view of dependency relationships, using a package called 'dot'. Exactly how this works is controlled by the 'webdotbase' parameter, which can have one of three values:

1. A complete file path to the command 'dot' (part of GraphViz) will generate the graphs locally

2. A URL prefix pointing to an installation of the webdot package will generate the graphs remotely

3. A blank value will disable dependency graphing.

The easiest way to get this working is to install GraphViz. If you do that, you need to enable server-side image maps in Apache. Alternatively, you could set up a webdot server, or use the AT&T public webdot server. This is the default for the webdotbase param, but it's often overloaded and slow. Note that AT&T's server won't work if Bugzilla is only accessible using HARTS. Editor's note: What the heck is HARTS? Google doesn't know...

2.3.3. The Whining Cron

What good are bugs if they're not annoying? To help make them more so you can set up Bugzilla's automatic whining system to complain at engineers which leave their bugs in the NEW or REOPENED state without triaging them.

This can be done by adding the following command as a daily crontab entry, in the same manner as explained above for bug graphs. This example runs it at 12.55am.

55 0 * * * cd <your-bugzilla-directory> ; ./whineatnews.pl

Windows does not have 'cron', but it does have the Task Scheduler, which performs the same duties. There are also third-party tools that can be used to implement cron, such as nncron.

2.3.4. Whining

As of Bugzilla 2.20, users can configure Bugzilla to regularly annoy them at regular intervals, by having Bugzilla execute saved searches at certain times and emailing the results to the user. This is known as "Whining". The process of configuring Whining is described in Section 5.13, but for it to work a Perl script must be executed at regular intervals.

This can be done by adding the following command as a daily crontab entry, in the same manner as explained above for bug graphs. This example runs it every 15 minutes.

*/15 * * * * cd <your-bugzilla-directory> ; ./whine.pl

Whines can be executed as often as every 15 minutes, so if you specify longer intervals between executions of whine.pl, some users may not be whined at as often as they would expect. Depending on the person, this can either be a very Good Thing or a very Bad Thing.

Windows does not have 'cron', but it does have the Task Scheduler, which performs the same duties. There are also third-party tools that can be used to implement cron, such as nncron.

2.3.5. Serving Alternate Formats with the right MIME type

Some Bugzilla pages have alternate formats, other than just plain HTML. In particular, a few Bugzilla pages can output their contents as either XUL (a special Mozilla format, that looks like a program GUI) or RDF (a type of structured XML that can be read by various programs).

In order for your users to see these pages correctly, Apache must send them with the right MIME type. To do this, add the following lines to your Apache configuration, either in the <VirtualHost> section for your Bugzilla, or in the <Directory> section for your Bugzilla:

AddType application/vnd.mozilla.xul+xml .xul AddType application/rdf+xml .rdf

2.5.1. Microsoft Windows

Making Bugzilla work on Windows is more difficult than making it work on Unix. For that reason, we still recommend doing so on a Unix based system such as GNU/Linux. That said, if you do want to get Bugzilla running on Windows, you will need to make the following adjustments. A detailed step-by-step installation guide for Windows is also available if you need more help with your installation.

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2.5.1.1. Win32 Perl

Perl for Windows can be obtained from ActiveState. You should be able to find a compiled binary at http://aspn.activestate.com/ASPN/Downloads/ActivePerl/. The following instructions assume that you are using version 5.8.1 of ActiveState.

These instructions are for 32-bit versions of Windows. If you are using a 64-bit version of Windows, you will need to install 32-bit Perl in order to install the 32-bit modules as described below.

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2.5.1.2. Perl Modules on Win32

Bugzilla on Windows requires the same perl modules found in Section 2.1.5. The main difference is that windows uses PPM instead of CPAN. ActiveState provides a GUI to manage Perl modules. We highly recommend that you use it. If you prefer to use ppm from the command-line, type:

C:\perl> ppm install <module name>

The best source for the Windows PPM modules needed for Bugzilla is probably the theory58S website, which you can add to your list of repositories as follows (for Perl 5.8.x):

ppm repo add theory58S http://theoryx5.uwinnipeg.ca/ppms/

If you are using Perl 5.10.x, you cannot use the same PPM modules as Perl 5.8.x as they are incompatible. In this case, you should add the following repository:

ppm repo add theory58S http://cpan.uwinnipeg.ca/PPMPackages/10xx/

In versions prior to 5.8.8 build 819 of PPM the command is ppm repository add theory58S http://theoryx5.uwinnipeg.ca/ppms/

The PPM repository stores modules in 'packages' that may have a slightly different name than the module. If retrieving these modules from there, you will need to pay attention to the information provided when you run checksetup.pl as it will tell you what package you'll need to install.

If you are behind a corporate firewall, you will need to let the ActiveState PPM utility know how to get through it to access the repositories by setting the HTTP_proxy system environmental variable. For more information on setting that variable, see the ActiveState documentation.

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2.5.1.4. Serving the web pages

As is the case on Unix based systems, any web server should be able to handle Bugzilla; however, the Bugzilla Team still recommends Apache whenever asked. No matter what web server you choose, be sure to pay attention to the security notes in Section 4.3.1. More information on configuring specific web servers can be found in Section 2.2.4.

If using Apache on windows, you can set the ScriptInterpreterSource directive in your Apache config to avoid having to modify the first line of every script to contain your path to Perl instead of /usr/bin/perl. When setting ScriptInterpreterSource, do not forget to specify the -T flag to enable the taint mode. For example: C:\Perl\bin\perl.exe -T.

2.5.2. Mac OS X

Making Bugzilla work on Mac OS X requires the following adjustments.

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2.5.2.2. Libraries & Perl Modules on Mac OS X

Apple does not include the GD library with Mac OS X. Bugzilla needs this for bug graphs.

You can use DarwinPorts (http://darwinports.com/) or Fink (http://sourceforge.net/projects/fink/), both of which are similar in nature to the CPAN installer, but install common unix programs.

Follow the instructions for setting up DarwinPorts or Fink. Once you have one installed, you'll want to use it to install the gd2 package.

Fink will prompt you for a number of dependencies, type 'y' and hit enter to install all of the dependencies and then watch it work. You will then be able to use CPAN to install the GD Perl module.

To prevent creating conflicts with the software that Apple installs by default, Fink creates its own directory tree at /sw where it installs most of the software that it installs. This means your libraries and headers will be at /sw/lib and /sw/include instead of /usr/lib and /usr/include. When the Perl module config script asks where your libgd is, be sure to tell it /sw/lib.

Also available via DarwinPorts and Fink is expat. After installing the expat package, you will be able to install XML::Parser using CPAN. If you use fink, there is one caveat. Unlike recent versions of the GD module, XML::Parser doesn't prompt for the location of the required libraries. When using CPAN, you will need to use the following command sequence:

# perl -MCPAN -e'look XML::Parser' # perl Makefile.PL EXPATLIBPATH=/sw/lib EXPATINCPATH=/sw/include # make; make test; make install # exit

The look command will download the module and spawn a new shell with the extracted files as the current working directory. The exit command will return you to your original shell.

You should watch the output from these make commands, especially "make test" as errors may prevent XML::Parser from functioning correctly with Bugzilla.

2.5.3. Linux Distributions

Many Linux distributions include Bugzilla and its dependencies in their native package management systems. Installing Bugzilla with root access on any Linux system should be as simple as finding the Bugzilla package in the package management application and installing it using the normal command syntax. Several distributions also perform the proper web server configuration automatically on installation.

Please consult the documentation of your Linux distribution for instructions on how to install packages, or for specific instructions on installing Bugzilla with native package management tools. There is also a Bugzilla Wiki Page for distro-specific installation notes.

2.6.1. Introduction

If you are running a *NIX OS as non-root, either due to lack of access (web hosts, for example) or for security reasons, this will detail how to install Bugzilla on such a setup. It is recommended that you read through the Section 2.1 first to get an idea on the installation steps required. (These notes will reference to steps in that guide.)

2.6.2. MySQL

You may have MySQL installed as root. If you're setting up an account with a web host, a MySQL account needs to be set up for you. From there, you can create the bugs account, or use the account given to you.

You may have problems trying to set up GRANT permissions to the database. If you're using a web host, chances are that you have a separate database which is already locked down (or one big database with limited/no access to the other areas), but you may want to ask your system administrator what the security settings are set to, and/or run the GRANT command for you. Also, you will probably not be able to change the MySQL root user password (for obvious reasons), so skip that step.

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2.6.2.1. Running MySQL as Non-Root

2.6.2.1.1. The Custom Configuration Method

Create a file .my.cnf in your home directory (using /home/foo in this example) as follows....

[mysqld] datadir=/home/foo/mymysql socket=/home/foo/mymysql/thesock port=8081 [mysql] socket=/home/foo/mymysql/thesock port=8081 [mysql.server] user=mysql basedir=/var/lib [safe_mysqld] err-log=/home/foo/mymysql/the.log pid-file=/home/foo/mymysql/the.pid

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2.6.2.1.2. The Custom Built Method

You can install MySQL as a not-root, if you really need to. Build it with PREFIX set to /home/foo/mysql, or use pre-installed executables, specifying that you want to put all of the data files in /home/foo/mysql/data. If there is another MySQL server running on the system that you do not own, use the -P option to specify a TCP port that is not in use.

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2.6.2.1.3. Starting the Server

After your mysqld program is built and any .my.cnf file is in place, you must initialize the databases (ONCE).

bash$ mysql_install_db

Then start the daemon with

bash$ safe_mysql &

After you start mysqld the first time, you then connect to it as "root" and GRANT permissions to other users. (Again, the MySQL root account has nothing to do with the *NIX root account.)

You will need to start the daemons yourself. You can either ask your system administrator to add them to system startup files, or add a crontab entry that runs a script to check on these daemons and restart them if needed.

Do NOT run daemons or other services on a server without first consulting your system administrator! Daemons use up system resources and running one may be in violation of your terms of service for any machine on which you are a user!

2.6.3. Perl

On the extremely rare chance that you don't have Perl on the machine, you will have to build the sources yourself. The following commands should get your system installed with your own personal version of Perl:

        bash$
        wget http://perl.com/CPAN/src/stable.tar.gz
        bash$
        tar zvxf stable.tar.gz
        bash$
        cd perl-5.8.1 (or whatever the version of Perl is called)
        bash$
        sh Configure -de -Dprefix=/home/foo/perl
        bash$
        make && make test && make install
      

Once you have Perl installed into a directory (probably in ~/perl/bin), you'll have to change the locations on the scripts, which is detailed later on this page.

2.6.4. Perl Modules

Installing the Perl modules as a non-root user is probably the hardest part of the process. There are two different methods: a completely independant Perl with its own modules, or personal modules using the current (root installed) version of Perl. The independant method takes up quite a bit of disk space, but is less complex, while the mixed method only uses as much space as the modules themselves, but takes more work to setup.

          cpan>
          install GD
          cpan>
          install Chart::Base
          cpan>
          install MIME::Parser
        

2.6.5. HTTP Server

Ideally, this also needs to be installed as root and run under a special webserver account. As long as the web server will allow the running of *.cgi files outside of a cgi-bin, and a way of denying web access to certain files (such as a .htaccess file), you should be good in this department.

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2.6.5.1. Running Apache as Non-Root

You can run Apache as a non-root user, but the port will need to be set to one above 1024. If you type httpd -V, you will get a list of the variables that your system copy of httpd uses. One of those, namely HTTPD_ROOT, tells you where that installation looks for its config information.

From there, you can copy the config files to your own home directory to start editing. When you edit those and then use the -d option to override the HTTPD_ROOT compiled into the web server, you get control of your own customized web server.

You will need to start the daemons yourself. You can either ask your system administrator to add them to system startup files, or add a crontab entry that runs a script to check on these daemons and restart them if needed.

Do NOT run daemons or other services on a server without first consulting your system administrator! Daemons use up system resources and running one may be in violation of your terms of service for any machine on which you are a user!

2.6.6. Bugzilla

If you had to install Perl modules as a non-root user (Section 2.6.4) or to non-standard directories, you will need to change the scripts, setting the correct location of the Perl modules:

perl -pi -e 's@use strict\;@use strict\; use lib \"/home/foo/perl/lib\"\;@' *cgi *pl Bug.pm processmail syncshadowdb

Change /home/foo/perl/lib to your personal Perl library directory. You can probably skip this step if you are using the independant method of Perl module installation.

When you run ./checksetup.pl to create the localconfig file, it will list the Perl modules it finds. If one is missing, go back and double-check the module installation from the CPAN shell, then delete the localconfig file and try again.

The one option in localconfig you might have problems with is the web server group. If you can't successfully browse to the index.cgi (like a Forbidden error), you may have to relax your permissions, and blank out the web server group. Of course, this may pose as a security risk. Having a properly jailed shell and/or limited access to shell accounts may lessen the security risk, but use at your own risk.

2.7.1. Before You Upgrade

Before you start your upgrade, there are a few important steps to take:

1. Read the Release Notes of the version you're upgrading to, particularly the "Notes for Upgraders" section.

2. View the Sanity Check (Section 3.15) page on your installation before upgrading. Attempt to fix all warnings that the page produces before you go any further, or you may experience problems during your upgrade.

3. Shut down your Bugzilla installation by putting some HTML or text in the shutdownhtml parameter (see Section 3.1).

4. Make a backup of the Bugzilla database. THIS IS VERY IMPORTANT. If anything goes wrong during the upgrade, your installation can be corrupted beyond recovery. Having a backup keeps you safe.

   Upgrading is a one-way process. You cannot "downgrade" an upgraded Bugzilla. If you wish to revert to the old Bugzilla version for any reason, you will have to restore your database from this backup.

   Here are some sample commands you could use to backup your database, depending on what database system you're using. You may have to modify these commands for your particular setup.

   MySQL:

   mysqldump --opt -u bugs -p bugs > bugs.sql

   PostgreSQL:

   pg_dump --no-privileges --no-owner -h localhost -U bugs > bugs.sql

2.7.2. Getting The New Bugzilla

There are three ways to get the new version of Bugzilla. We'll list them here briefly and then explain them more later.

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2.7.2.2. Upgrading using CVS

This requires that you have cvs installed (most Unix machines do), and requires that you are able to access cvs-mirror.mozilla.org on port 2401, which may not be an option if you are behind a highly restrictive firewall or don't have Internet access.

The following shows the sequence of commands needed to update a Bugzilla installation via CVS, and a typical series of results.

bash$ cd /var/www/html/bugzilla bash$ cvs login Logging in to :pserver:anonymous@cvs-mirror.mozilla.org:2401/cvsroot CVS password: ('anonymous', or just leave it blank) bash$ cvs -q update -r BUGZILLA-2_22_1 -dP P checksetup.pl P collectstats.pl P docs/rel_notes.txt P template/en/default/list/quips.html.tmpl (etc.)

If a line in the output from cvs update begins with a C, then that represents a file with local changes that CVS was unable to properly merge. You need to resolve these conflicts manually before Bugzilla (or at least the portion using that file) will be usable.

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2.7.2.3. Upgrading using the tarball

If you are unable (or unwilling) to use CVS, another option that's always available is to obtain the latest tarball from the Download Page and create a new Bugzilla installation from that.

This sequence of commands shows how to get the tarball from the command-line; it is also possible to download it from the site directly in a web browser. If you go that route, save the file to the /var/www/html directory (or its equivalent, if you use something else) and omit the first three lines of the example.

bash$ cd /var/www/html bash$ wget http://ftp.mozilla.org/pub/mozilla.org/webtools/bugzilla-2.22.1.tar.gz (Output omitted) bash$ tar xzvf bugzilla-2.22.1.tar.gz bugzilla-2.22.1/ bugzilla-2.22.1/.cvsignore (Output truncated) bash$ cd bugzilla-2.22.1 bash$ cp ../bugzilla/localconfig* . bash$ cp -r ../bugzilla/data . bash$ cd .. bash$ mv bugzilla bugzilla.old bash$ mv bugzilla-2.22.1 bugzilla

The cp commands both end with periods which is a very important detail--it means that the destination directory is the current working directory.

This upgrade method will give you a clean install of Bugzilla. That's fine if you don't have any local customizations that you want to maintain. If you do have customizations, then you will need to reapply them by hand to the appropriate files.

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2.7.2.4. Upgrading using patches

A patch is a collection of all the bug fixes that have been made since the last bug-fix release.

If you are doing a bug-fix upgrade—that is, one where only the last number of the revision changes, such as from 2.22 to 2.22.1—then you have the option of obtaining and applying a patch file from the Download Page.

As above, this example starts with obtaining the file via the command line. If you have already downloaded it, you can omit the first two commands.

bash$ cd /var/www/html/bugzilla bash$ wget http://ftp.mozilla.org/pub/mozilla.org/webtools/bugzilla-2.22-to-2.22.1.diff.gz (Output omitted) bash$ gunzip bugzilla-2.22-to-2.22.1.diff.gz bash$ patch -p1 < bugzilla-2.22-to-2.22.1.diff patching file checksetup.pl patching file collectstats.pl (etc.)

Be aware that upgrading from a patch file does not change the entries in your CVS directory. This could make it more difficult to upgrade using CVS (Section 2.7.2.2) in the future.

2.7.3. Completing Your Upgrade