Feature 6227: Reame file changed as Amos request.
This commit is contained in:
369
README.txt
369
README.txt
@@ -1,17 +1,30 @@
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Id: README.txt,v XXX 2008/02/14 12:30:06 pcabero
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ProcessMaker's "README.txt" file
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Overview
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--------
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ProcessMaker is an open source workflow management software suite, which includes tools to
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automate your workflow, design forms, create documents, assign roles and users, create routing rules,
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and map an individual process quickly and easily.
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It's relatively lightweight and doesn't require any kind of installation on the client computer.
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This file describes the requirements and installation steps for the server.
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Contents:
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Overview
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More Information and license
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Requirements for Server
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Requirements for Clients
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PHP Configuration
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MySQL Configuration
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ProcessMaker Installation
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Credits
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More information and licence
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----------------------------
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ProcessMaker - Automate your Processes
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Copyright (C) 2002 - 2008 Colosa Inc.
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--------------
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|* Overview *|
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--------------
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ProcessMaker is an open source, workflow management software suite, which
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includes tools to automate your workflow, design forms, create documents, assign
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roles and users, create routing rules, and map an individual process quickly and
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easily. It's relatively lightweight and doesn't require any kind of installation
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on the client computer. This file describes the requirements and installation
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steps for the server.
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----------------------------------
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|* More information and licence *|
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----------------------------------
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ProcessMaker - Automate your Workflow
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Copyright (C) 2002 - 2011 Colosa Inc.
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Licensed under the terms of the GNU Affero General Public License version 3:
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http://www.affero.org/oagpl.html
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@@ -19,81 +32,267 @@ http://www.affero.org/oagpl.html
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For further information visit:
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http://www.processmaker.com/
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Requirements
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------------
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- Linux
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- Apache 2.2.3 or greater
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- PHP 5.1.6 or greater
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- MySQL 4.1.20 or greater
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-----------------------------
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|* Requirements for Server *|
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-----------------------------
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* Linux or UNIX or Windows (XP, Vista, 7, Server 2003, Server 2008)
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If you have the RHEL or Centos Linux distribution, to install and run ProcessMaker, the feature SELinux
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shoud be disabled. See How to disable SELINUX for additional instructions.
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Likewise PHP should be configured with more than 30 MB in the parameter memory_limit. ProcessMaker
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ideally uses 120 MB in this parameter. See How to change the PHP "memory_limit" parameter
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for additional instructions.
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Magic quotes in php.ini must be in Off
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* MySQL 5.1.37 or greater
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* Apache 2.2.3 or greater, with the following modules:
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* Deflate
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* Expires
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* Rewrite
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* Vhost_alias
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* PHP 5.1.6 or greater with the following libraries:
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* mysql
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* xml
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* mbstring
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* mcrypt
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* soap (necessary if using web services)
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* ldap (necessary if integrating with LDAP or Active Directory)
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* gd (recommended if using Events)
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* curl (necessary for uploading/downloading files)
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* Also install PHP's command line interface (CLI) if planning on using Events,
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the Case Scheduler, workspace backup/restore, or developing plugins with the
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Gulliver Framework.
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------------------------------
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|* Requirements for Clients *|
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------------------------------
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Mozilla FireFox (recommended)
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or
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Internet Explorer 7 or later
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-----------------------
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|* PHP Configuration *|
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-----------------------
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In the PHP configuration file (php.ini), set the following settings:
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memory_limit = 120M
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file_uploads = On
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short_open_tag = On
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The memory_limit may be a minimum of 80MB, but it is recommended to set it to
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120MB. If planning on uploading large Input Documents and attached files, then
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increase the max_post_size and upload_max_filesize to larger than the default
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2MB:
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max_post_size = 2M
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upload_max_filesize = 2M
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After editing php.ini, restart the Apache server for the new configuration to
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take effect
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-------------------------
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|* MySQL Configuration *|
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-------------------------
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In MySQL, give a user superuser privileges to create and update the databases
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used by ProcessMaker. Either create a new user for this purpose or use an
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existing user.
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Login to MySQL.
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mysql -u root -p
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Enter the root password for MySQL. If you haven't yet set a root password for
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MySQL, set one for better security:
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mysqladmin -u root password '''''PASSWORD'''''
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If you have forgotten the root password, see these instructions to reset it:
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http://dev.mysql.com/doc/refman/5.1/en/resetting-permissions.html
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If unable to log into MySQL because there is no socket, then MySQL needs to be
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started as a service.
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Once in MySQL, give the user who will be running ProcessMaker superuser
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privileges to create create and modify MySQL databases:
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grant all on *.* to 'USER'@'localhost' identified by 'PASSWORD' with grant option;
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Replace 'USER' with the name of your MySQL user and 'PASSWORD' with the password
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for that user. (If that user doesn't already exist, he/she will be automatically
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created with the above grant command. To avoid creating a new user, use 'root'
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as the user and the root's password.) If you are running ProcessMaker on a
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different server than your MySQL server, then replace 'localhost' with the
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domain name or IP address of the server where ProcessMaker is located.
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Finally, exit MySQL:
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mysql> exit;
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-------------------------------
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|* ProcessMaker Installation *|
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-------------------------------
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1. Download the latest ProcessMaker tarball from:
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http://sourceforge.net/projects/processmaker/files
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2. Move the pmos-X.X-XXX.tar.gz file which was downloaded to the directory in
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your server where the ProcessMaker application will be stored. For example,
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"c:\Program Files\" in Windows or "/opt/" in Linux.
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The code files are in .tar.gz format and can be extracted using most compression
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tools, like the tar command in Linux/UNIX or WinRAR or 7-Zip in Windows.
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Linux/UNIX:
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tar -xvzf pmos-X.X-XXXX.tar.gz /opt/
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MS WINDOWS:
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Use WinRAR or 7-Zip to extract the file '''<tt>pmos-X.X-XXXX.tar.gz</tt>'''
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in C:\Program Files\
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This will create a new "processmaker" directory, containing all the ProcessMaker
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files and directories.
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3. Then, make the following subdirectories writable to the user running Apache:
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Linux/UNIX:
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chmod 770 /opt/processmaker/shared
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cd /opt/processmaker/workflow/engine/
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chmod 770 config content/languages plugins xmlform js/labels
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chown -R apache-user:apache-user /opt/processmaker
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Replace "apache-user", with the user running Apache in your distribution.
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In RedHat/CentOS/Fedora:
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chown -R apache:apache /opt/processmaker
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In Debian/Ubuntu:
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chown -R www-data:www-data /opt/processmaker
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In SUSE/OpenSUSE:
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chown -R chown wwwrun:www -R /opt/processmaker
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--------------------------
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|* Apache Configuration *|
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--------------------------
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1. Edit the file "<PROCESSMAKER-DIRECTORY>/etc/pmos.conf" with a plain
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text editor (such as Notepad or Notepad++ in Windows or vim, nano or gedit in
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Linux/UNIX).
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Modify the following virtual host definition to match your environment:
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-----------------------------------------------------------------------
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# Please change the IP address with your server's IP address and
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# the ServerName with you own subdomain for ProcessMaker.
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NameVirtualHost your_ip_address
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#processmaker virtual host
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<VirtualHost your_ip_address >
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ServerName "your_processmaker_domain"
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DocumentRoot /opt/processmaker/workflow/public_html
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DirectoryIndex index.html index.php
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<Directory "/opt/processmaker/workflow/public_html">
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AddDefaultCharset UTF-8
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AllowOverRide none
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Options FollowSymlinks
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Order allow,deny
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Allow from all
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RewriteEngine on
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RewriteRule ^.*/(.*)$ sysGeneric.php [NC,L]
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ExpiresActive On
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ExpiresDefault "access plus 1 day"
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ExpiresByType image/gif "access plus 1 day"
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ExpiresByType image/png "access plus 1 day"
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ExpiresByType image/jpg "access plus 1 day"
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ExpiresByType text/css "access plus 1 day"
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ExpiresByType text/javascript "access plus 1 day"
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AddOutputFilterByType DEFLATE text/html
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</Directory>
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</VirtualHost>
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--------------------------------------------------------------------
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Replace your_ip_address with the IP number or domain name of the server running
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ProcessMaker. If only planning on running and accessing ProcessMaker on your
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local machine, then use the IP address "127.0.0.1". If using ProcessMaker on a
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machine whose IP address might change (such as a machine whose IP address is
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assigned with DHCP), then use "*", which represents any IP address. If not using
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the standard port 80, then it is necessary to also specify the port number.
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If your DNS or /etc/hosts has a defined domain for ProcessMaker, then use that
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domain for your_processmaker_domain. Otherwise, use the same IP address for your_processmaker_domain as was used for your_ip_address.
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If ProcessMaker is installed in a location other than /opt/processmaker/, then
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edit the paths to match where Processmaker is installed on your system.
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For example, if running ProcessMaker on a Windows server at address
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192.168.1.100 on port 8080 with a domain at processmaker.mycompany.com:
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------------------------------------------------------------------------
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NameVirtualHost 192.168.1.100:8080
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#processmaker virtual host
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<VirtualHost 192.168.1.100:8080 >
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ServerName "processmaker.mycompany.com"
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DocumentRoot C:\Program Files\processmaker\workflow\public_html
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DirectoryIndex index.html index.php
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<Directory "C:\Program Files\processmaker\workflow\public_html">
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...
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------------------------------------------------------------------------
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Note: It is also possible to define the virtual host for ProcessMaker directly
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in the Apache configuration by inserting the above VirtualHost definition in the
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general Apache configuration file, generally named "httpd.conf".
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Then, copy the pmos.conf file to the following directory, where it will
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automatically be loaded by the Apache web server:
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Generic Linux/UNIX:
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/etc/httpd/conf.d/pmos.conf
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Debian/Ubuntu:
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/etc/apache2/sites-available/
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Then issue the command: a2ensite pmos.conf
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WINDOWS:
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C:\wamp\bin\apache\apache2.2.8\conf\extra\pmos.conf
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If using Windows, add the following line to the httpd.conf file, so that the
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ProcessMaker virtual configuration can proceed:
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Include "C:\wamp\bin\apache\apache2.2.8\conf\extra\pmos.conf"
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Note: If Apache is using the default port 80, then configure Skype and other
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programs to not use port 80. You can check whether a program is currently
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listening on port 80 with netstat -anb in Windows or netstat -tanp in
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Linux/UNIX.
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5. Finally restart the Apache service (or reboot) to make the new ProcessMaker
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site available
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--------------------------------
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|* ProcessMaker Configuration *|
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--------------------------------
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1. Open your web browser and direct it to the IP address (and port) or domain
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name where ProcessMaker is installed:
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http://ip-address
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If installed on the same machine, then use:
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http://localhost
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The web browser should be redirected to the address:
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http://ip-address/sys/en/green/login
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2. The installation configuration page should appear to setup ProcessMaker.
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(If the default Apache page appears, then disable it and restart Apache.)
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In the configuration page, enter in the username and password to access MySQL.
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Click on the '''Test''' button to verify that ProcessMaker is configured
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properly. Green checkmarks will indicate that the settings work correctly.
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To change a setting after clicking "Test", click on "Reset". To change the
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default administrator username and password, select the option in the
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"ProcessMaker Configuration" section. Once all the settings are properly
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configured click on "Install" to install processmaker. The installation screen
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should indicate "SUCCESS".
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Click on "Finish Installation", to redirect to the ProcessMaker login screen. If
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an error arises, feel free to ask in the ProcessMaker forum at:
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http://forum.processmaker.com
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At the login screen, enter the Username of "admin" and the Password of "admin"
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and the Workspace name, which by default is "workflow".
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Once logged in as the administrator, new users and processes can be created
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inside ProcessMaker. To login with a different workspace, language or skin, see:
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http://wiki.processmaker.com/index.php/Login
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If the ProcessMaker configuration screen appears the next time you try to login,
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press CTRL+F5 to clear your web browser's cache.
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'''Note:''' It is a good idea to reset the administrator's password to something
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more secure in the future before using ProcessMaker in production.
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Installation
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------------
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1. Download ProcessMaker XXX from http://sourceforge.net/projects/processmaker/ and install it
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2. Rename the file "/etc/httpd/conf.d/pmos.conf.rpm" as "/etc/httpd/conf.d/pmos.conf"
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3. Ensure that the virtual server "your_processmaker_server" defined in the file
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"/etc/httpd/conf.d/pmos.conf" coincides with your system configuration.
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The name of this virtual server is only an example, you can change this name
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according the domain defined in your network.
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4. If you don't have the name of the virtual server defined in step 3, you should add this server to your host.
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To do this, you need to edit the file
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/etc/hosts
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In this file you should add the following line:
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your_ip_address your_processmaker_server
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5. Finally restart the httpd service
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Configuration
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-------------
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1. Make sure that the "data" and "compiled" subdirectories are world writable (chmod 0777),
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because the data of your workflows will be saved in the "data" subdirectory, and the subdirectory "compiled"
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will store the compiled templates of ProccessMaker.
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2. Open your browser and load the ProcessMaker site.
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You should see the test page. If you don't see it, please check the installation steps.
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3. On the test page,
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- check your connection and paths
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- enter your MySQL database account information, which should have privileges to create databases and users.
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4. Click on the tab "Install" (in the upper right-hand corner)
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5. After few seconds you will get the confirmation of your installation. If it was successful, click on the button
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"Finish installation" and enjoy ProccessMaker. Otherwise, please visit our forums (http://forum.processmaker.com/)
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to get support.
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6. To login to ProcessMaker use these credentials:
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user: admin
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pass: admin
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How to disable SELinux
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----------------------
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Since ProcessMaker is currently installed and running in the /opt directory, it is
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necessary to disable the SELinux feature.
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To disactivate the SELinux you need to edit the respective configuration file.
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Usually you should find it in:
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/etc/selinux/config
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|* Credits *|
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-------------
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ProcessMaker - Automate your Workflow
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Copyright (C) 2002-2011 Colosa
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http://www.processmaker.com/
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In this file you will need to disable the following parameter:
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SELINUX = disable
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After that you need to restart your computer, so this change will take effect.
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How to change the PHP "memory_limit" parameter
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----------------------------------------------
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ProccesMaker needs minimum 31MB in the parameter "memory_limit" of PHP. This parameter defines
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the maximum amount of memory a script may consume.
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To change this value you need to edit the php.ini file.
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Usually you should find it in
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/etc/php.ini
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In this file you should put the new value (beetween 31 and 120):
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memory_limit = 31MB;
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After that, restart the httpd service.
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Credits
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||||
-------
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||||
- ProcessMaker - Automate your Processes
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Copyright (C) 2002-2008 Colosa
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||||
http://www.processmaker.com/
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||||
Last Update: 2011-02-22, amosbatto AT colosa DOT com
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||||
Reference in New Issue
Block a user