pjs/webtools/bonsai/INSTALL

# -*- mode: indented-text -*-
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# Author: Artem Belevich <abelevic@ctron.com> 
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# (Changes have been made to Artem's original doc, as things evolve.)
#
#

**********************************************************************

As it's said in README "This is not very well packaged code.  It's
not packaged at all.  Don't come here expecting something you plop in
a directory, twiddle a few things, and you're off and using it.  Much
work has to be done to get there." 

This file is intended to make some things *easier* but not easy. You
are still required to make some changes on your own. There is no
guaranteed solution yet and it's unlikely that there will be one in
the nearest future.

**********************************************************************


0. OVERVIEW

This document describes how to install Bonsai and make it work with LXR.
If you are only installing Bonsai, you can ignore the mentions about LXR
and Tinderbox. You will still probably want to get registry.

Some time ago I've seen Linux Source Navigator (LSN) at
http://sunsite.unc.edu/linux-source. I was impressed. 
It was and is a wonderful tool to explore Linux kernel source code.

Then Mozilla.org came up with a more elaborate tool that includes
source browser with crossreferencing (LXR http://lxr.linux.no) and CVS
tree control (Bonsai - http://www.mozilla.org/bonsai.html). 
While LXR formatting is not as pretty as LSN's one, it has a huge
advantage - it lets you see where the identifier is defined and used.
And Bonsai brings nice and easy (though sometimes incompatible with
browsers other but Netscape's own) interface to the CVS history. This
includes getting list of changes, diffs between revisions, etc.

All in all LXR+Bonsai+other stuff beneath is a useful tool capable
of handling huge projects. 

It's not that easy to make it work with other source tree but
Mozilla's own but it's possible. And there are a lot of things to
improve. Now I'm going to concentrate on the first goal - to make it
work. 


1. GETTING IT UP

First of all you have to get all the tools in mozilla's
mozilla/webtools CVS repository. This includes lxr,bonsai,registry
and tinderbox. You're likely will not need neither tinderbox but get
it just in case.

To get the sources you have to follow instructions on
http://www.mozilla.org/bonsai.html.

OK, now you've got the sources but don't rush to try it right
away. It's likely that you will not be able to even start most of
the scripts. There are more things you will have to get and install.
The short list of the things you will need:

   1) MySQL database server.
   2) Perl 5.004+ plus modules:
   	2a) Date::Parse 
   	2b) Mail::Mailer 
   	2c) DBI 
   	2d) DBD::mysql 
   3) Some kind of HTTP server so you could use CGI scripts


You could try running the ./configure script to see what tools it
complains about right now. Mind you, it won't check for the MySQL
database.

1.1 Getting and setting up MySQL database

Visit MySQL homepage at http://www.mysql.com and grab the latest
stable binary release of the server. Sure, you can get sources and
compile them yourself, but binaries are the easiest and the fastest
way to get it up and running. Follow instructions found in
manual. There is a section about installing binary-only
distributions. 

You should create database bonsai, and the user and password for it.

1.2 Perl + Mysql

You will need Perl 5.004 with DB and Mysql extensions. 

DB is required to use LXR browser and crossreferencer for storing
its database. Mysql is used by Bonsai.

If you have Perl already installed, try to run genxref program from
LXR suite. If it complains that it misses DB terribly then you're
probably will have to get and install DB 1.86 distribution from one of the
CPAN (www.cpan.org) mirrors in src/misc directory. I personally got it
from http://www.cpan.org/src/misc/db.1.86.tar.gz. Having DB compiled
and installed you will also have to rebuild and reinstall Perl
itself so It would recognize and compile DB module in. This can be
tricky if you have DB installed in some strange place as I did. 
I've got an error during linking phase - there was a function missing
in hash/ndbm.c file, so I just commented it out. It may potentially
cause troubles, but I think it does not matter in our case as this
was intended only for DBM compatibility - the feature we don't really
use. 

Now you hopefully have Perl + DB compiled installed and working.
Time to set up Mysql module. This one is easy. Just follow
instructions in MySQL manual. You have to read manuals sometimes.. 
I think I'm getting older.. 8-)

Next step is to get TimeDate module from one of the CPAN mirrors.
Go to CPAN search page
(http://theory.uwinnipeg.ca/search/cpan-search.html) and search for
the "TimeDate" module. Then get it and install.

You also need to get the libnet and MailTools CPAN modules.  They can
both be found on CPAN at CPAN/modules/by-authors/id/GBARR.

1.3 HTTP server

You have a freedom of choice here - Apache, Netscape or any other
server on UNIX would do. The only thing - to make configuration easier
you'd better run HTTP daemon on the same machine that you run MySQL
server on. Make sure that you can access 'bonsai' database with user
id you're running the daemon with.

Disable web access to the Bonsai data directory and its subdirectories.
In Apache you would write a <Directory> section in the config file, something
like:

   <Directory /var/www/docs/bonsai/data>
      AllowOverride None
      Options None
      Order deny,allow
      Deny from All
   </Directory>


2. TWEAKING THE TOOLS

Now you should have all necessary tools to be able to run LXR and
Bonsai scripts and see why the wouldn't work for you right now.

2.1 LXR

You can skip this section if you are not planning on installing LXR.

The first thing to set up is LXR tool. All it needs is the source
tree (not CVS tree). It's relatively easy and works almost right of
the box. Follow instructions in LXR README file. 

Having set LXR you will see that regardless what your source tree
contains you will see that everything refers to it as Mozilla. Mozilla
is a great thing and this tool was primarily tailored to mozilla tree
but you'd like to control your own tree. First step is to edit your

Here is the short list of changes I had to make

  file: ident
    1) change "&root=/cvsroot" to your CVSROOT path
    2) change "file=/mozilla/" to the directory under CVSROOT where
       your sources are. In my case it is just "/"

  file: index.html
    Nothing vital here but probably worth changing to reflect your own
    environment

  file: lxr.conf
    Changes to this file are described in LXR README file and are
    quite simple.

  file: source
    You may find it useful to uncomment "$img = "/icons/..." lines if
    you use Explorer as it does not have internal-gopher-* images
    built in. Actually Bonsai contains a lot of netscapism that will
    make your IE4 unhappy anyway. You'd better stick with Netscape if
    you are going to use LXR/Bonsai

  file: template-*
    Here you will probably want to watch closely at the places where
    you see the word 'mozilla' near '.cgi'. There are a lot of
    mozilla-specific paths hardcoded
    
    change/get rid of banner that loads straight from mozilla.org that
    may be very dangerous if you're working for micro$oft and your
    boss comes by.. 8-) 

2.2 Bonsai

This stuff sometimes gets very specific about your CVS repository
setup. You have to make a lot of changes until more portable
configuration mechanism is introduced. 

These steps should create a basic Bonsai install:

   ./configure
   make install

You might want to give the option --prefix=<path> to configure to
install Bonsai in another place than /usr/local, e.g. /var/www.  It
will make a new directory named "bonsai" in the prefix directory you specify.

Ensure that the bonsai cgi programs can write and create files in the 
data directory.  Typically this means making the data directory owned by 
the web cgi id.  Bonsai does not need to change the executable files in the 
main bonsai directory so these can be owned as root.

Test using your web browser that you will not be able to access the data
directory (you should get "access denied").

Edit data/treeconfig.pl file:

   treeconfig.pl defines @::TreeList, a list of trees you
   want to track, and %::TreeInfo, information about each of those
   trees.  A sample treeconfig.pl:

	@::TreeList = ('default', 'other');

	%::TreeInfo = (
	     default => {
		  branch       => '',
		  description  => 'My CVS repository',
		  module       => 'All',
		  repository   => '/d2/cvsroot',
		  shortdesc    => 'Mine',
			},
	     other => {
		  branch       => '',
		  description  => 'Other CVS repository',
		  module       => 'All',
		  repository   => '/d2/otherroot',
		  shortdesc    => 'Other',
			},
		
		       );

	1;

Create data/XXX directory for each tree you defined in treeconfig
(data/default and data/other using the example above). This file maps the 
names of trees to branch/module combinations.  You will need to have at 
least one module in your CVS repository to run Bonsai.  Typically users 
create a module called All which contains all the directories in the CVS 
repository. All repositories must be written as if they were local 
repositories (eg '/cvsroot') without hostnames or ':pserver:'.  
The cgi-bin scripts will access these directories on the web machine and 
they must contain the ',v' files which match cvsroot as listed in the 
checkin mail from the real CVS machine.

Run createlegaldirs.pl to create legaldirs for your module. Using the
sample treeconfig above you would run createlegaldirs.pl like this:

     perl createlegaldirs.pl default other

Go to the data directory and run 

   trapdoor <admin password here> >passwd

it will set up admin's password.

Bonsai should now be accessible via a web browser but not all 
functionality is installed yet.  Visit admin.cgi and set all the parameters.

That's basically it. With some luck and persistence you will have 90%
working system at this point. A lot of these things are just asking to be
fixed in near feature. And I hope they will be.

3. Setting up database

This is quite simple but time consuming operation.
First create database structure by running:

   maketable.sh

Edit it to use the user and password you want for the bonsai database. 
Set file permissions so that only the Bonsai administrator can run this 
file (typically owner and group are set to root, and access to all but 
owner denied).

You must ensure that your web machine can access the CVS repositories
raw data files (',v' files). If the CVS repository is on another
machine then the web machine must be configured to be able to read the
files as if they were stored with the same pathes on the Web
machine. Uually this is accomplished via an NFS read only mount of the
cvsroot.  You can check this configuration by looking at the file
$CVSROOT/modules,v (perhaps this needs the prefix trimmed from this
string to make a vaild path name).  This file should be readable on
both the CVS machine and on the web machine.

Then go to Bonsai administration page and press "Rebuild CVS history"
button. Then you may go to the theater and watch a movie or two. It
will take a lot of time. It takes several seconds to process one
file. The more revisions in file the more time it will take. My SUN
workstation with 2x200Mhz UltraSPARC processors run about an hour to
process about 4K files with 20K+ revisions. Your mileage may vary.  

If you need to do this more then once you may wish to purge the
legaldirs file in the data directory.  This is a cache file which
holds the names of the directories in CVS, if a directory is not
listed here it will not be loaded into the database.  Changes to the
modules file shoud probably be followed by a deletion of the legaldirs
file.  

I have also found it useful to rerun maketables.sh before reloading the
CVS information.  If I forget to do this step occasionally the load
will fail in the middle because of duplicate data in the table.

Copy "dolog.pl" to your CVSROOT directory, and check it in. 

Add "dolog.pl" to CVSROOT/checkoutlist, and check it in. 

Then, add a line to your CVSROOT/loginfo file that says something like:

   ALL      $CVSROOT/CVSROOT/dolog.pl -r /cvsroot bonsai-checkin-daemon@my.bonsai.machine

Replace "/cvsroot" with the name of the CVS root directory, and
"my.bonsai.machine" with the name of the machine Bonsai runs on. 

Now, on my.bonsai.machine, add a mail alias so that mail sent to
"bonsai-checkin-daemon" will get piped to handleCheckinMail.pl. The
first argument to handleCheckinMail.pl is the directory that bonsai
is installed in. E.g. in /etc/aliases, add

   bonsai-checkin-daemon: "|/usr/local/bonsai/handleCheckinMail.pl /usr/local/bonsai"

or whatever is appropriate for your mail transport agent. Note that if
you are using smrsh with Sendmail, you will need to list handleCheckinMail.pl 
in /etc/smrsh. For example:

  cd /etc/smrsh
  ln -s /usr/local/bonsai/handleCheckinMail.pl handleCheckinMail.pl

and change the bonsai-checkin-daemon in /etc/aliases to point to
/etc/smrsh/handleCheckinMail.pl
 

4. Registry

The Bonsai administrator interface will let you specify where the registry
tools are located relative to bonsai. The default is ../registry. Copy
the registry directory into this location.

One of the registry files has a hardcoded netscape.com domain name in it.
Open who.cgi in your favorite editor and change that as needed.


5. Things to do

  a) There should be better way to track CVS tree changes. Now it's done
by making CVS send e-mail about each checkin.  (See the comments at
the top of dolog.pl for some clues.) One alternative theory would be
to take advantage of the CVS history command, which provides
all necessary information to get the list of recently committed files, so
there is no need to send/process email. Just set up a cron job that
will periodically look for CVS tree changes and update database.  On
the other hand, it's not at all clear how efficient the cvs history
command is for large, active repositories.

  b) Better configuration. One should not hardcode CVS tree <-> Source
tree  translations. Another thing to configure - banners.

  c) LXR could be improved in a number of ways. Using MySQL database
instead of DB would probably be a good idea. It's unclear what impact
it will have on performance though. Incremental database updates would
be nice. It might also be nice to borrow syntax highlighting from LSN.


6. Conclusion.

OK. This may or may not work for you. But I hope you had a great
time trying. Or just reading.

Any suggestions/additions are welcome.


7. APPENDIX: Permisions

7.1 mySQL Permissions

If you have trouble with the database, make bonsai database
writable by all users on your machine and change access level
later. This could save you a lot of time trying to guess whether it's
permissions or a mistake in the script that make things fail.

7.2 File System Permissions

Some symptoms that may be caused by wrong file permissions: pages do not 
show up, or they show up only partially; new checkins do not show up.

The bonsai installation directory needs to be accessible by the web server
process and mail process that runs handleCheckinMail.pl. These are typically
"apache" and "mail", respectively. make install will set permissions to allow
everybody access. Note that maketables.sh should only be available to Bonsai 
administrator, and you must change this by hand!

Everything in the data directory and its subdirectories needs to be 
accessible by the web server process. Some of the files will also need to
be accessible by the mail process. Some files will need to be accessible to
all. Below is a sample that is known to work:

   drwxrwxrwx    apache   mail         ./
   -rw-rw-rw-    apache   apache       batch-1.pl
   -rw-rw----    apache   mail         batchid.pl
   -rw-rw----    apache   apache       cachedstartdates
   drwxrwx---    apache   mail         checkinlog/
   -rw-rw----    apache   mail         cvsgraph.conf
   drwxrw----    apache   mail         default/
   -rw-rw----    apache   mail         hidelist
   -rw-rw-rw-    apache   apache       hooklist
   -rw-rw----    apache   mail         legaldirs
   -rw-rw-rw-    apache   apache       lock
   -rw-rw-rw-    apache   mail         log
   -rw-rw-rw-    apache   apache       motd.pl
   -rw-rw-rw-    apache   apache       params
   -rw-rw-r--    apache   apache       passwd
   -rwxrw----    apache   apache       trapdoor*
   -rw-rw----    apache   mail         treeconfig.pl
   -rw-rw-rw-    apache   apache       whiteboard

7.3 Disable web access to data directory

You should make it so that web users can not browse the data directory,
or anybody can read data meant only for administrators. In Apache you would 
typically write the following section in http.conf and restart the server:

   <Directory /var/www/html/bonsai/data>
      AllowOverride None
      Options None
      Order deny,allow
      Deny from All
   </Directory>