Installation Guide Drupal
Transcript of Installation Guide Drupal
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Installation guide
Last modified: September 6, 2011Drupal provides an installation script that automatically populates database tables andconfigures the correct settings in the settings.php file. This section covers preparing for
installation, running the installation script itself, and the steps that should be done after
running the installation script has completed. It also explains how to do a "multi site"
installation, where a number of different Drupal sites run off the same code base.
Before proceeding with your first Drupal installation, you should also review the best
practices section. For help with Drupal terms, see the glossary page.
Other tools
Some of the steps in the installation process can be performed with tools such as graphical
applications for moving files and managing databases or tools that are provided by your
hosting service. This documentation focuses on performing tasks at the command line. For
information on using other tools, see the documentation that accompanies the application or
is provided by your hosting service.
Creating a test site on a local computer
It is considered a good practice to do all development work on a separate test site before
making changes to a production site. A test site allows you to evaluate the impact of
upgrades, new modules, modifications to themes etc. without causing disruption to your livesite. For information about setting up a web server on a local computer, see the Local Server
Setup section of the Developing for Drupal guide.
Alternative methods for installation
Some web hosting companies offer "one-click" installations of Drupal, or specific Drupal
support. You may be able to locate one on the Drupal hosting handbook page.
There is also information about Drupal distributions, which include installation profiles and
pre-packaged distributions of Drupal and modules. These may be of help as well.
Step 1: Download and uncompress Drupal
Drupal version: Drupal 6.x, Drupal 7.x Audience: Developers and coders, Site administrators Last modified: December 27, 2010
Drupal is available in two supported versions (the most recent and the previous). The
"recommended release" is the latest stable release of that version. To learn more about
versions, see the Drupal version information page.
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If you would like to create a Drupal site in a language other than English, information about
Drupal translations is available at http://drupal.org/project/translations .
Downloading Drupal
Before you begin, log into your server and navigate to the directory from which you will beserving your Drupal site. On many *nix computers the path from the server's root will be
/var/www/html, so cd /var/www/html. On a shared server, or a server that hosts multiple
domains, the path will be different (try cd ~/www or cd ~/public_html). If you are unsure
of the directory, ask your hosting provider for assistance.
Download Drupal using any download utility, the two most popular of which are wgetand
curl. Not every computer has both. The commands are, respectively:
wget http://ftp.drupal.org/files/projects/drupal-x.x.tar.gz
orcurl -O http://drupal.org/files/projects/drupal-x.x.tar.gz
(Note that the option for the curl command is the upper case letter "O" and not the numeral
that stands for zero.)
(Replace the "http://drupal.org/files/projects/drupal-x.x.tar.gz" string with the link for the
version you will be installing.)
Uncompressing Drupal
Type the following command (replacing "x.x" with your downloaded version's number):
tar -xzvf drupal-x.x.tar.gz
Remove the compressed version of the file by typing rm drupal-x.x.tar.gz.
Moving Drupal to its intended location
Now you need to move the contents of the drupal-x.x directory one level "up" into the web
server's document root or your public HTML directory:
mv drupal-x.x/* drupal-x.x/.htaccess ./
The files from the directory you downloaded and decompressed have now been moved up a
level into your web directory, and you can delete the drupal-x.x directory (which is now
empty):
rmdir drupal-x.x
Before continuing to the next page ...
The base URL for your Drupal installation will be set in your web server's configuration file.
You will need to know this URL before proceeding to the next steps of the installation. If you
are installing Drupal on your local machine the base URL may be: http://localhost. If
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you are installing Drupal to a web server your base URL may be a specific domain name
(such as http://example.com).
Step 2: Create the database
Drupal version: Drupal 6.x, Drupal 7.x Audience: Developers and coders, Site administrators Last modified: July 8, 2011
Before running the installation script, you must create an empty database and database user (a
user name assigned the rights to use the Drupal database).
This page offers guidance for creating your Drupal database using a web browser-based
control panel (such as "CPanel" or "Plesk"), or by using phpMyAdmin (another browser-
based database utility), or by creating the database directly from the MySQL or PostgreSQL
command prompt (for more advanced users).
Create a database and user via a browser-based control panel
Most web hosting accounts provide a Web-based control panel to help you administer your
site. These tools include easy-to-use features for creating a new database, and for creating a
"user" with rights to the database. To create a database using a browser-based control panel
consult the documentation or ask your web host service provider.
When you create the user for your database, you may see a page where you can specify the
privileges that user will have for various operations on the database. In most web controlpanels' "database wizard", if you simply check "All" privileges for the user you create (and
then uncheck "Grant" if it is listed as a privilege) your user will be set up correctly.
Take note of the username, password, database name and hostname (eg. are you installing in
http://example.com , or in http://drupal.example.com , or http://example.com/blog
etc.) as you create the database. You will enter these items into fields in your browser when
running the install script (see next page).
Note that in many cases when creating databases and users via a web-based interface, the
username you use to log into your control panel is added as a prefix to the database name and
possibly to the database username as well. For example, if you log into your site's controlpanel as "webadmin" and create a database named "drupal7db" and a user for that database
named "d7user", when running the Install script (see next page) the database and user may
need to be typed in as "webadmin_drupal7db" and "webadmin_d7user". (This is because
many hosting accounts are on shared servers, and on one server each database and user name
must be unique across all accounts on the server.)
If you have created your database and user via a web-based interface, you can skip the
remainder of this page and continue with the install instructions on the next page.
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Create a database and user using phpMyAdmin
This presumes you have root access to phpMyAdmin
1. Log in to phpMyAdmin as the root user.2. Click Privileges andAdd a new User.3. In the User name field, enter the username you wish to use.4. In the Hostfield, select Localwhich is more secure, unless you will be accessing the database
with this user from another server.
5. Enter or generate a password for the user.6. In the Database for User list, select Create database with same name and grant all privileges
and click Go.
You have now created a user that has all privileges only on the database with the same name.
This is more secure than using a general username and password for all your sites on the
same server, as it limits access to your databases if someone gets hold of your database
logins.
If you want to have a different name for database and user, just select the created database,
then click the operations tab. You will find an optionRename database to. If you need more
details about using PHPMyAdmin, check out the official wiki.
Take note of the username, password, database name and hostname (eg. are you installing in
http://example.com , or in http://drupal.example.com , or http://example.com/blog
etc.) as you create the database. You will enter these items into fields in your browser when
running the install script.
Note that in many cases when creating databases and users using a web interface, the
username you use to log in to your control panel is added as a prefix to the database name
and possibly to the database username as well. For example, if you log into your site's control
panel as "webadmin" and create a database named "drupal7db" and a user for that database
named "d7user", when running the Install script (see next page) the database and user may
need to be typed in as "webadmin_drupal7db" and "webadmin_d7user". (This is because
many hosting accounts are on shared servers, and on one server each database and username
must be unique across all accounts on the server.)
If you have created your database and user via phpMyAdmin, you can skip the remainder of
this page and continue with the install instructions on the next page.
Create a database from the command line
If you do not use a Web control panel or are experienced with and prefer to use MySQL or
PostgreSQL commands, you can follow the information below.
Additional information about privileges, and instructions to create a database using the
command line are available in INSTALL.mysql.txt (for MySQL) or INSTALL.pgsql.txt (for
PostgreSQL).
Create a database using MySQL commands
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For information on installing and configuring MySQL see http://dev.mysql.com/tech-
resources/articles/mysql_intro.html
In the following examples, 'username' is an example MySQL user who will have the
CREATE and GRANT privileges and 'databasename' is the name of the new database Use
the appropriate names for your system.
1. Create a new database for your site.mysqladmin -u username -p create databasename
MySQL prompts for the 'username' database password, and creates the initial database
files.
2. Log in and set the access database rights:mysql -u username -p
MySQL prompts for the 'username' database password.
3. At the MySQL prompt, set the permissions using the following command:GRANT SELECT, INSERT, UPDATE, DELETE, CREATE, DROP, INDEX, ALTER,LOCK TABLES, CREATE TEMPORARY TABLES ON `databasename`.* TO'username'@'localhost' IDENTIFIED BY 'password';
In this case:
o 'databasename' is the name of your databaseo 'username@localhost' is the username of your MySQL accounto 'password' is the password required for that username
You will need the ` around the database name if you have used a MySQL escape
character in your schema name.
Eg: drupal_test_account.* should be drupal\_test\_account.* for security (underscore
is a wildcard). This requires the ` wrapper. `drupal\_test\_account`.*
Note: unless your database user has all of the privileges listed above, you will notbe able to run Drupal.
4. If successful, MySQL will reply with:Query OK, 0 rows affected
5. To activate the new permissions, enter the following command:FLUSH PRIVILEGES;
The database should be created with UTF-8 (Unicode) encoding.
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6. Now exit the MYSQL prompt by typing:exit
The server will answer by sayingBye
Create a database using PostgreSQL
The database must be created with UTF-8 (Unicode) encoding.
1. Create a database userThis step is only necessary if you don't already have a user setup (e.g. by your host) or you
want to create new user for use with Drupal only. The following command creates a new
user named 'username' (you should substitute this with the desired username), and prompts
for a password for that user:
createuser --pwprompt --encrypted --no-adduser
--no-createdb username
If everything works correctly, you'll see a CREATE USER notice.
2. Create the databaseThis step is only necessary if you don't already have a database setup (e.g. by your host) or
you want to create new database for use with Drupal only. The following command creates a
new database named "databasename" (you should substitute this with the desired database
name), which is owned by previously created "username":
createdb --encoding=UNICODE --owner=username databasename
If everything works correctly, you'll see a CREATE DATABASE notice.
Step 3: The settings.php file
Drupal version: Drupal 6.x, Drupal 7.x Audience: Developers and coders, Site administrators Last modified: February 13, 2011
Prior to running the installation script, you must create a settings.php file and set some
permissions.
Settings.php
Your Drupal download comes with a sample configuration file at sites/default
/default.settings.php . The default file must be copied and the new file must be given the
correct name, settings.php.
Please note: With Drupal 7.x, on some types of shared/local hosting, if PHP and Apache are
run by the same user, Drupal will attempt to execute the first three steps for you. If you get
errors referring to the "Settings file" during installation, you can perform these steps
manually.
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1. Copy the default.settings.php to settings.php.You can do this from the command line (working from the root of the directory containing
your Drupal installation) using cp sites/default/default.settings.php
sites/default/settings.php .
Please note: Do not simply rename the file. The Drupal installer will need both files.
2. You should now have both a default.settings.php and settings.php file in yoursites/default directory.
3. Make the settings file writeable, so that the installer can edit it, usingchmod a+w sites/default/settings.php or chmod 666sites/default/settings.php
Both commands have the same effect.
Several FTP tools like Filezilla, Transmit, and Fetch allow you to change file
permissions, using a 'file attribute' or 'get info' command. In this case the octal ornumeric value file permission should be set to 666. If your ftp client has checkboxes
for setting permissions, check both the Read and Write boxes for "Owner", "Group",
and "Others" (leaving the Execute boxes unchecked).
Please note: Do not forget to change permissions back after you have run the
installation script.
4. To let the files directory be created automatically, give the web server write privileges to thesites/default directory.
chmod a+w sites/default
Please note: Do not forget to change permissions back after you have run the
installation script.
Step 4: Run the installation script
Drupal version: Drupal 6.x, Drupal 7.x Audience: Developers and coders, Site administrators Last modified: May 6, 2011
For Drupal 7
To run the Drupal install script, point your browser to the base URL of your web site.
The "base URL" means the document root (directory) where you placed your Drupal files
(and is defined in your web server configuration file). If you have installed Drupal on a web
host this will likely be a domain name such as http://www.example.com . If you installed
Drupal in a subfolder, then you should point your browser to the subfolder (e.g.
http://example.com/subfolder ). If you have installed Drupal on your desktop machine
this URL might be http://localhost/drupal.
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If the installation process does not simply appear by entering the base URL of your site, add
the file name "install.php" (for example http://www.example.com/install.php ).
You will be guided through several screens:
1. Choose which profile to use for the installation (standard or minimal).Most people should select the "standard" option. The standard option comes with default
content types already enabled, such asArticle and Page, and with appropriate publishing
options already set. (Of course you can later edit these default content types and their
settings, or add additional ones.) The standard profile also has a useful collection of modules
pre-enabled for you.
The "minimal" option is targeted toward more experienced Drupal site creators who
wish to set up their own content types with associated publishing options. The
minimal profile has only three modules enabled: Block, Database logging, and
Update status.
2. Select a languageIf you want to install using a language other than the default English, click the Learn how to
install Drupal in other languages link.
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3. Verify requirementsIf your installation directory is not yet configured properly, you will be informed at this step.
You can correct the settings individually and either refresh the browser screen or click 'Try
again' to see whether there are any errors left.
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Possible errors include:
o Missing directories and/or incorrect permissionsThe installer will attempt to automatically set up a number of directories, but this
may fail due to permission settings. In this case you will find the missing directories
listed. sites/default/files sites/default/private sites/default/private/files
These directories should be set to the following permissions chmod o+w
sites/default/files OR chmod 777 sites/default/files
o Missing settings.php or incorrect permissionsIfsettings.php is missing or not accessible, follow the instructions in Step 3: The
settings.php file. Note that you will need both the default.settings.php and
settings.php files.
4. Set up databaseEnter the database name as well as the username and password for the database that you
created in Step 2: Create the database. This username and password information allows
Drupal to access your database, so the install script can create tables. Note that this is not
the username and password for administering Drupal; these will be created in the next step.
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TheAdvanced options will allow you to change the database host ('localhost' is
usually used in this entry: wamp/bin/apache/Apache2.2.11/bin/php.ini as an
example of the location on a Windows box running WAMP). You can also change theport and the table prefix. You only need to change the port if you are using a non-
standard port number. The table prefix is useful if you are installing multiple instances
of Drupal tables that share the same database.
ClickSave and continue at the bottom of the page.
5. Install profileA progress bar will appear and display notes from the installer regarding the progress of the
installation. If no errors are encountered, the next page will automatically load in your
browser.
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6. Configure siteInput the information for the first user account (which will be automatically assigned full
administration permissions) and provide basic web site settings.
o In the Site name field enter the name you wish to use for the site. You can also editit later through the administration interface.
o In the Site e-mail address field, enter the e-mail address that will be used by Drupalwhen it sends out notifications such as registration information.
o In the Site maintenance accountfield, enter the Username, E-mail address, andpasswordfor the main administration account.
Note that there is a distinction, as of Drupal 7, between the main
administration account that you set up on this page, and the "Administrator"
site administratoruser role that you will see when you visit the "Roles" and
"Permissions" pages in the administration interface. The account you set up in
the Site maintenance accountsection during installation is a super-user who
has overall control over every aspect of the management and configuration of
the site. (This will be http://www.example.com/user/1 , for those of you
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familiar with that account from earlier versions of Drupal.)
o In the Server settings field, select your Default countryand Default time zone.o In the Update notifications field leave both boxes checked if you want your Drupal
server to alert you when updates are required. Often updates relate to security
issues and are important to perform. However, if you have restricted Internet
connectivity (for example if you are behind a corporate firewall) you may want to
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leave these settings unchecked and test them later.
Click "Save and continue". On success you will see theDrupal installation complete
screen. If there are any error messages, review and correct them now.
Secure your site
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After the installation is complete, you will want to change the permissions on the settings.php
file back so that it is protected:
chmod u=rw,o=r,a=r sites/default/settings.php OR chmod 644sites/default/settings.php
If you make manual changes to the settings.php file later, be sure to protect it again after
making your modifications.
Failure to remove write permissions to that file is a security risk. (Although the default
location for the settings.php file is at sites/default/settings.php, it may be in another location
if you use the multi-site setup.)
Built-in Installation Profiles (Drupal 7)
Audience: Site users Last modified: April 14, 2011
The Standard profile has several core modules enabled. It has more default configuration set
up, including several default admin tools. This profile does more to show what core can do,
and can save site building time by having defaults for common use cases.
The Minimal profile has only a few very basic modules installed. This profile is useful if you
only want very specific features, or if it will take more work to undo the defaults provided
with the Standard profile.
Details
This table shows what extra modules will get enabled with the Standard profile:
Modules enabled by profile
Module MinimalStandard
Block x x
Color x
Comment x
Contextual Links x
Dashboard x
Database Loggingx x
Field x x
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Modules enabled by profile
Module MinimalStandard
Field SQL storage x x
Field UI x
File x
Filter x x
Help x
Image x
List x
Menu x
Node x x
Number x
Options x
Overlay x
Path x
RDF x
Search x
Shortcut x
System x x
Taxonomy x
Text x x
Toolbar x
User x x
Note: There are core modules not enabled in either profile, and those are not included in the
table. It is correct to say that Database Logging and Block are the only two modules that are
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enabled in Minimal. The other modules are required by Drupal. Update Status depends on the
user choosing updates during installation.
Structure
Content types
Minimal - There are no content types to start.
Standard - 2 premade content types, Basic Page, and Article
Basic Page - not promoted to front page, comments disabled, author and date not set to
display, rdf mapping 'foaf:Document'
Article - a default taxonomy named "Tags" enabled. Set to display author and date info,
comments enabled. Comes with an image field. The image field has an rdf mapping of
'og:image', 'rdfs:seeAlso' and the tags field has a rdf mapping of 'dc:subject'
Menus
Both - 4 default menus. The Navigation and Management menu blocks appear by default in
Bartik's first sidebar, and the user menu is printed in the upper right.
Minimal - The menu module is not enabled. Menus cannot be added or edited under
Structure > Menus until the Menu module is enabled.
Standard - Default home link in the Main Menu
Blocks
Minimal - The default Bartik theme has the following blocks enabled:
System help in the Help section
Main page content in the Content section
Navigation, User login, and Management in the Sidebar first section
Standard - The default Bartik theme has the following blocks enabled:
System help in the Help section
Main page content in the Content section
Search, Navigation, User login in the Sidebar first section
Powered by Drupal in the Footer
Appearance
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Minimal
Bartik is the default theme and the default admin theme
Standard
Bartik is the default theme
Seven is set as the admin theme, and set to appear when editing or creating content
Global and Bartik initial theme settings are the same.
Configuration
Account settings
Minimal - no default roles, no default admin role
Standard - There is a default role for administrator, who is set as the default admin role.
User pictures are enabled.
Text formats
Minimal - One Plain text format (default with drupal)
Standard - 3 text formats, Plain text, Full HTML, and Filtered HTML
Media
Standard - has three default styles: thumbnail, medium, and large (Minimal does not have
the Image module enabled.)
Database tables installed
Minimal - 48 tables installed in the database
Standard - 73 tables installed in the database
Enjoy your fresh pre-configured Drupal installation.
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