moodle/doc/install.html
2002-05-17 13:34:19 +00:00

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<H2>Installing Moodle</H2>
<P>This guide explains how to install Moodle for the first time.</P>
<P>Sections in this document:</P>
<OL>
<LI><A HREF="#requirements">Requirements</A></LI>
<LI><A HREF="#downloading">Download</A></LI>
<LI><A HREF="#site">Site structure</A></LI>
<LI><A HREF="#data">Create a data directory</A></LI>
<LI><A HREF="#database">Create a database</A></LI>
<LI><A HREF="#config">Edit config.php</A></LI>
<LI><A HREF="#admin">Go to the admin page</A></LI>
<LI><A HREF="#cron">Set up cron</A></LI>
<LI><A HREF="#course">Create a new course</A></LI>
</OL>
<H3><A NAME="requirements"></A>Requirements</H3>
<P>Moodle is primarily developed in Linux and MacOSX environments using PHP, Apache
and MySQL. However, it has been designed to run on as many platforms as possible.</P>
<P>All you should need are:</P>
<UL>
<LI>a working installation of <A HREF="http://www.php.net/">PHP</A> (version
4.0.6 or better), including the <A HREF="http://www.boutell.com/gd/">GD</A>
library for manipulating images.</LI>
<LI>a working database server (<A HREF="http://www.mysql.com/">MySQL</A>, PostgreSQL,
MSSQL, Oracle, Interbase, Foxpro, Access, ADO, Sybase, DB2 or ODBC)</LI>
</UL>
<P>The quickest way to satisfy these requirements on Windows platforms is to download
<A HREF="http://www.phpgeek.com/">PHPTriad</A> or <A HREF="http://www.foxserv.net/">FoxServ</A>,
which will install Apache, PHP, and MySQL for you.</P>
<P>&nbsp;</P>
<H3><A NAME="downloading"></A>Download</H3>
<P>There are two ways to get Moodle, as a compressed package and via CVS. These
are explained in detail on the download page on <A HREF="http://moodle.com/">http://moodle.com/</A></P>
<P>After downloading and unpacking the archive, or checking out the files via
CVS, you will be left with a directory called &quot;moodle&quot;, containing
a number of files and folders. </P>
<P>You can either place the whole folder in your web server documents directory,
in which case the site will be located at <B>http://yourwebserver.com/moodle</B>,
or you can copy all the contents straight into the main web server documents
directory, in which case the site will be simply <B>http://yourwebserver.com</B>.</P>
<P>&nbsp;</P>
<H3><A NAME="site"></A>Site structure</H3>
<P>Here is a quick summary of the contents of the Moodle folder, to help get you
oriented:</P>
<BLOCKQUOTE>
<P>config.php - the only file you need to edit to get started <BR>
index.php - the front page of the site</P>
<UL>
<LI>admin/ - code to administrate the whole server </LI>
<LI>course/ - code to display and manage courses </LI>
<LI>doc/ - help documentation for Moodle (eg this page)</LI>
<LI>files/ - code to display and manage uploaded files</LI>
<LI>lib/ - libraries of core Moodle code </LI>
<LI>login/ - code to handle login and account creation </LI>
<LI>mod/ - all Moodle course modules</LI>
<LI>pix/ - generic site graphics</LI>
<LI>theme/ - theme packs/skins to change the look of the site.</LI>
<LI>user/ - code to display and manage users</LI>
</UL>
<P>&nbsp;</P>
</BLOCKQUOTE>
<H3><A NAME="data"></A>Create a data directory</H3>
<P>Moodle will also need some space on your hard disk to store uploaded files,
such as course documents and user pictures.</P>
<P>Create a directory for this purpose somewhere <B>away</B> from the web server
documents directory (we don't want these files to be accessible from the web),
and ensure that the web server software has permission to write to this directory.
On Unix machines, this means setting the owner of the directory to be something
like &quot;nobody&quot; or &quot;apache&quot;.</P>
<P>&nbsp;</P>
<H3><A NAME="database"></A>Create a database</H3>
<P>You need to create an empty database (eg "moodle") in your database system
along with a special user (eg "moodleuser") that has access to that database
(and that database only. For example, don't use the "root" user for the moodle
database - it's a security hazard). </P>
<P>eg for MySQL: </P>
<PRE>
# mysql -u root -p
> CREATE DATABASE moodle;
> GRANT SELECT,INSERT,UPDATE,DELETE,CREATE,DROP,INDEX,ALTER ON moodle.*
TO moodleuser@localhost IDENTIFIED BY 'yourpassword';
> quit
# mysqladmin -p reload
</PRE>
<P>&nbsp;</P>
<H3><A NAME="config"></A>Edit config.php</H3>
<P>Now you can edit the configuration file, config.php. This file is used by all
other files in Moodle.</P>
<P>To start with, make a copy of config-dist.php and call it config.php. We do
this so that your config.php isn't overwritten in case you upgrade Moodle
later on.
<P>Edit config.php to specify the database details that you just defined, as well as the
site address, file system directory, data directory and so on. The config file
has detailed directions.</P>
<P>For the rest of this installation document we will assume your site is at:
http://example.com/moodle</P>
<P>&nbsp;</P>
<H3><A NAME="admin"></A>Go to the admin page</H3>
<P>The admin page should now be working at: http://example.com/moodle/admin</P>
<P>Go to this page using your favourite web browser.</P>
<P>The first time you access this page, Moodle will set up your database and prompt
you for more information.</P>
<P>Firstly, the main database tables are created. You should see a number of statements
like this (in green):</P>
<BLOCKQUOTE>
<P><FONT COLOR="#006600">SUCCESS: CREATE TABLE course ( id int(10) unsigned
NOT NULL auto_increment, category int(10) unsigned NOT NULL default '0', password
varchar(50) NOT NULL default '', fullname varchar(254) NOT NULL default '',
shortname varchar(15) NOT NULL default '', summary text NOT NULL, format tinyint(4)
NOT NULL default '1', teacher varchar(100) NOT NULL default 'Teacher', startdate
int(10) unsigned NOT NULL default '0', enddate int(10) unsigned NOT NULL default
'0', timemodified int(10) unsigned NOT NULL default '0', PRIMARY KEY (id))
TYPE=MyISAM</FONT></P>
<P>...and so on, followed by: <FONT COLOR="#FF0000">Main databases set up successfully</FONT>.
</P>
</BLOCKQUOTE>
<P>If you don't see this, then there must have been some problem with the database
or the configuration settings you defined in config.php. Check these and try
this page again.</P>
<P>Press the &quot;Continue&quot; link at the bottom of the page.</P>
<P>Next you will see a similar page that sets up all the tables required by each
Moodle module. As before, they should all be green, otherwise you may be a problem
in the module code.</P>
<P>Press the &quot;Continue&quot; link at the bottom of the page.</P>
<P>You should now see a form where you can define more parameters for your Moodle
site, such as the name, the description shown on the front page, and so on.
Fill this out (you can always go back and change these later) and then press
&quot;Update the site&quot;.</P>
<P>Finally, you will then be asked to create an administration user for future
access to the admin pages. Fill out the details with your own name, email etc
and then click &quot;Update this user&quot;. You will be returned to the main
admin page, which contain a number of links arranged in a menu.</P>
<P>Make sure you remember the username and password you chose for the administration
user, as they will be necessary to access the administration page in future.</P>
<P>All your further configuration of Moodle can now be done using the administration
page menu, which includes tasks such as:</P>
<UL>
<LI>creating and deleting courses</LI>
<LI>administering teacher accounts</LI>
<LI>changing site-wide settings</LI>
</UL>
<P>&nbsp;</P>
<H3><A NAME="cron"></A>Set up cron</H3>
<P>Some of Moodle's modules require continual checks to perform tasks. For example,
Moodle needs to check the discussion forums so it can mail out copies of posts
to people who have subscribed.</P>
<P>The script that does all this is located in the admin directory, and is called
cron.php. However, it can not run itself, so you need to set up a mechanism
where this script is run regularly (eg every five minutes). This provides a
&quot;heartbeat&quot; so that the script can perform functions at periods defined
by each module.</P>
<P>For security reasons, this script defines a required password. Edit cron.php
with a text editor and change the password to something unique. eg </P>
<BLOCKQUOTE>
<PRE>$PASSWORD = &quot;pword&quot;;
</PRE>
</BLOCKQUOTE>
<P>Test that the script works by running it directly from your browser:</P>
<BLOCKQUOTE>
<PRE>http://example.com/moodle/admin/cron.php?p=pword</PRE>
</BLOCKQUOTE>
<P>Now, you need to set up some of way of running the script automatically. There
are two main ways of doing this, 'externally' and 'internally'. </P>
<BLOCKQUOTE>
<H4>External cron</H4>
<P>You can set up a program to call the page just as you did in the example
above. For example, you can use a Unix utility like 'wget':<BR>
</P>
<BLOCKQUOTE>
<PRE>wget -q -O /dev/null 'http://example.com/moodle/admin/cron.php?p=pword'</PRE>
</BLOCKQUOTE>
<P>Note in this example that the output is thrown away (to /dev/null).</P>
<P>To automate the running of this script every 5 minutes you can use Unix <B>cron</B>.
Edit your cron settings from the commandline using &quot;crontab -e&quot;
and add a line like:</P>
<BLOCKQUOTE>
<PRE>*/5 * * * * wget -q -O /dev/null 'http://example.com/moodle/admin/cron.php?p=pword'
</PRE>
</BLOCKQUOTE>
<P>On non-Unix platforms you will need to find another way to do this (and let
me know so I can update this documentation!)</P>
<H4>Internal cron</H4>
<P>To run the cron.php script internally, you need a version of PHP compiled
to be run from the command-line, also called a &quot;cgi&quot; version. On
a Unix machine, you can now run the script with your password as the first
parameter, something like this:</P>
<BLOCKQUOTE>
<PRE>/opt/bin/php /web/moodle/admin/cron.php pword</PRE>
</BLOCKQUOTE>
<P>As before you can automate this using Unix cron (or the equivalent on your
OS):</P>
<BLOCKQUOTE>
<PRE>*/5 * * * * (/opt/bin/php /web/moodle/admin/cron.php pword) &amp;&gt; /dev/null
</PRE>
</BLOCKQUOTE>
</BLOCKQUOTE>
<P>The advantage with running the script internally is that your web server logs
aren't filled with constant requests to cron.php. The disadvantage is that you
need to have access to a command-line version of php.</P>
<P>&nbsp;</P>
<H3><A NAME="course"></A>Create a new course</H3>
<P>Now that Moodle is running properly, you can create a course. </P>
<P>Start on the admin page ( http://example.com/moodle/admin ) and select &quot;Create
a new course&quot;.</P>
<P>Fill out the form, paying special attention to the course format. </P>
<P>If you choose a &quot;weekly&quot; format, then course modules will be arranged
by &quot;weeks&quot;. The weeks in your course are defined by the start and
end dates you choose on this form. The idea is that the next time you run this
course, you can just change the dates and keep the essential course format.</P>
<P>The &quot;non-weekly&quot; format is for courses that don't have a start or
finish, and so any start/end dates you choose will be ignored.</P>
<P>Press &quot;Update this course&quot;, and you will be taken to a new form where
you can add teachers to the course. You can only add existing user accounts
from this form - if you want to create a new teacher account then either ask
the teacher to create one for themselves (see the login page), or create one
for them using the &quot;Create a user account&quot; on the Admin page.</P>
<P>Once done, your course is ready to customise, and is accessible via the &quot;Courses&quot;
link on the home page.</P>
<P>See the &quot;<A HREF="teacher.html">Teacher Manual</A>&quot; for more details
on course-building.</P>
<P>&nbsp;</P>
<P ALIGN="CENTER"><FONT SIZE="1"><A HREF="index.html" TARGET="_top">Moodle Documentation</A></FONT></P>
<P ALIGN="CENTER"><FONT SIZE="1">Version: $Id$</FONT></P>
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