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1.5 Installation Manual Version 0.5
1.5 Installation Manual Version 0.5
5 Installation Manual
Author: Andy Wallace Joomla! User Documentation Team Version 0.5 30 October 00!
License
&his document is released under the Creative Commons /ttribution01onCommercial0Share/like 2 3 )nported license
Feedback
$e would appreciate any constructive feedback on this document 'lease let us have your Suggestions# Corrections# or Modifications in the forum 8r send me 4humvee5 a personal message from the forums Documentation the same as the Joomla! 'ro(ect as a whole is an evolutionary process# so if you have ideas let us know about them If you would like to contribute in some way then again use the forum or 'M me
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Changelog
Version Date 23 8ct 933: 9! 8ct 933: 92 8ct 933: 93 8ct 933: 1! 8ct 933: 19 8ct 933: @ 8ct 933: ! 8ct 933: 2 8ct 933: 1 8ct 933: 3D 7ersion 3 ! /dded notes to Minimum ;e<uirements /dded to 8btaining Joomla! advice on 1ightly -uilds and S7n /dded to +nown Issues /dded htaccess = php ini detail to >rror ?andling section /dded further detail to the System re<uirements table = content /dded further warning note regarding the Installation "older deletion processAerror in ;C2 /dded further cautionAwarning and notes to Introduction and Installation sections /dded further caution note regarding $eb -rowser Installation Step 9 0 're0 Installation Checks /dded to Software ;e<uirements Caution regarding Bend 8ptimiCer 0 thanks /ndrew >ddie Details
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Ta le o! Contents
/cknowledgements = ,icense /cknowledgements ,icense /dditional ,icense ;ider "eedback Changelog Introduction Minimum System ;e<uirements ,ocalhost or ;emote ?ost Installations Checking the Installation 8btaining Joomla! 1ightly -uild 1ightly -uild S71 "inal 'reparation &ransferring the files / bit more preparation MySG, Details "&' account details Secure 'assword &hinking Installation $eb -rowser Installation Step 1 0 ,anguage Choice Step 9 0 're0installation Check Step D 0 Database Configuration Step ! 0 "&' Configuration Step @ 0 Main Configuration Installing the Default Sample Data Installing a Compatible SG, Script "ile Installing a Migration SG, Script "ile from an earlier Joomla! version 1 3 H installation Step : 0 "inish Manual Installation Step 1 I Create and edit the configuration file Step 9 I >dit the SG, file Step 2 I )pload the files to the $eb server Step D I Create the database and import the (oomla s<l data Step ! I Create the primary administrator user account Step @ I Import the sampleJdata s<l data 4optional5 Step : I "inish Delete the installation directory +nown Issues = >rror ?andling configuration php file not writable ;egister %lobals is set to on I Shared ?osting 'roblem htaccess php ini 1ightly -uild and S71 1ightly -uild S71 ?elp )s to ?elp Kou )se the "orums 'osting a 1ew &opic 4or when (oining an eHisting thread with the same issues5 Some %eneral Do6s and Don6ts /dditional Information to consider including Successful >nding "urther Information $hat to eHpect whilst Joomla! 1 ! is in development ii ii ii ii ii iii 1 9 2 D @ E E F 13 13 13 11 11 12 1D 1! 1! 1: 1F 91 99 92 92 92 9D 9@ 9@ 9E 9E 9E 21 2D 2@ 2@ 2: 2: 2: 2: 2E 2F 2F D3 D1 D1 D2 D2 D2 DD D! D!
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/lpha 'hase -eta 'hase ;elease Candidacy 'hase Stable 'hase 0 "ull ;elease 7ersion Convention Current Development 'lanning
D! D! D! D! D@ D@
Introduction
$ell you have made the most important choice so far# by selecting Joomla! 1 ! as your choice of Content Management System 4CMS5 Joomla! is currently one of the most popular and effective 8pen Source pro(ects and has won a number of prestigious awards in its short# but illustrious eHistence Joomla! 1 ! is the second# main incarnation of the Joomla! series of releases &he original Joomla! 1 3 series being a direct derivative of the Mambo CMS which many of the current Joomla! Developers helped create Joomla! 1 ! is a ma(or step forward from 1 3# with many new features and a far more integrated framework &his manual seeks to provide you with the necessary information you need in order to safely install the basic core package onto an eHisting# fully operational# $eb server $e will# by necessity# touch upon the essential needs for setting Joomla! )p# but this manual is not a detailed guide on how to build and configure a $eb server or database Kou are essentially eHpected to have these in operation already
"e will take #ou through:
the general steps of obtaining Joomla! ensuring your $eb server meets the minimum re<uirements needed how to deal with both a straight forward and slightly more compleH installation of the software possible problems that you may encounter along the way and the resolution of many of these together with additional resources and information that is available to you
$e trust you will en(oy the process and can then look forward to tailoring Joomla! to your own specific re<uirements Installing and using Joomla! is generally straight forward# getting your perfect $eb site takes a lot more effort but there is much# as you will discover# that has been done to make the process easier along the way &here may be a time lapse between the information contained within the $eb pages and this downloadable 'D" version of the manual &his will be minimalised as much as possible# but the $eb pages will always be the most up0to0date If you intend migrating content from an eHisting Joomla! 1 3 H $eb site we strongly recommend first running a test installation of Joomla! 1 ! before you proceed with the migration attempt /lways make sure you have backed up your data before running the Migrator Component Caution: 'lease completely read through the Installation Manual before commencing the installation# it may well save you a lot of grief!
http*AAwww mamp infoAenAmamp html http*AAwww mamp infoAenAhelp html Distribution Dependant
Multi0platform IMac http*AAapachefriends org http*AAwww apachefriends orgAe $indows# ,inuH# Solaris# nAfa<0Hampp html Most ,inuH distributions these days come with the re<uisite components available within their own repositories# or even within the main distribution software download that you get &here will often be different ways of activating the functionality so you would need to check the documentation of your own particular distribution choice &he individual distributions compile the necessary dependencies# links# and changes as a part of the installation process# be it ;'M# K)M# or one of the other bespoke installers /lternatively# on any 8S platform you can download and configure the individual components from the various $eb sites listed 4as you generally would need to do for a live $eb site if your hosting provider did not cater for these5 and create your own servers# but these packages do provide an easier# integrated solution Most of the packages will also usually contain some form of database administration program as well# for eHample# '?'My/dmin or MySG,/dmin# to enable effective management of the database# if not# you will find it advantageous to install such a program if you intend doing any sort of database editing work Caution: &he remainder of this Manual assumes that you have a fully functioning /pache# MySG,# and '?' based $eb server $e would strongly recommend testing Joomla! and its functionality on a localhost installation in the first instance to get a feel for the software and what it can offer you 8n remote# hosted or dedicated servers the configuration and availability of these applications will depend on the host provider or the operating system that is installed upon the server It would be a wise move to determine their current versions as well as the host6s policy regarding updating the software before signing any contracts &he variation that can occur between providers and 8S can be significant and is outside the scope of this brief instruction If you encounter a problem with your host provider and the use of Joomla! check the forums to see if other users have eHperienced the particular issue and what their solution was &he Joomla! )ser Documentation &eam 2 &he Joomla! v1 ! Installation Manual
Joomla! can be used with alternative $eb servers such as MicrosoftO Internet Information Service 4IIS5 as well as alternative database models 4database work is very much in its infancy though5# but these are not paths we intend eHploring in this manual as Joomla! is primarily developed for use on the /M' combinations already stated Note: &here is less technical community support currently available for server platforms other than /M' &here are discussions and work under way to eHpand the platforms upon which Joomla! will operate without significant issue# but this is in its early stages of development "or particular issues# or to see if a combination of programs meet the necessary criteria# check the forums to see if anyone else has succeeded with a particular task or indeed whether you can contribute to one of the ongoing pro(ects
Click the 1 ! icon and you will be redirected to the download page for the Joomla! 'ro(ect within the http*AA(oomlacode org developer repository Kou will be presented with a screen similar to the following*
Joomla! Code project page displaying the download options for the latest Joomla! version.
&he boH highlighter is showing the .zip variant of the three available compression types of downloadN in addition there are tar.gz and .tar.bz2 types Just select the one appropriate for your operating system / download pop0up will appear# and you should save the file to an appropriate location on your hard drive
8pen the file on your local hard drive using the appropriate compression program for the type of file If you do not already have such a program there are many open source programs available for free# download from different locations such as Source "orge In this instance we are using :0BI' "ile Manager# but they all operate in much the same way 4at least on $indows5 on ,inuH systems the same tasks can be achieved from the command line# or once again# through the use of a separate program Mac 8SL has a number of options also including the command line# and &he )narchiver has a good reputation or the default# built0in utility BOMArchi !"!lp!r.app
! "ip #ile Manager displaying the files contained within the Joomla! $.% core compressed file.
)ncompress 4/ tract5 the package to a suitable location 0 it is not important where this happens to be so long as you can find the files again when it comes to installing them onto the $eb server &he resulting list of directories and files that you will have within your directory will be similar in appearance to the following*
Nightly Build
$hilst Joomla! 1 ! is still in its development stages 4currently ;C25 changes are made to the code to correct bugs and to improve stability on an almost hourly basis sometimes $e have included this segment within the 8btaining Joomla! Section as it is logical to start with the latest available version where possible and practicable# but it would e<ually be at home in the +nown Issues section at the end of this manual
*ightl# ,uild
$e strongly recommend therefore that as a minimum you keep right up0to0date by using the latest 1ightly -uild -e aware that the 1ightly -uild is an automated process It is created at the same time each day &he 1ightly -uild does not include an automatic updater program# nor can you link directly into the 1ightly -uild and have it add itself to your installation Caution: -efore overwriting any of your files or making any related changes you should backup your eHisting database# directory# and file structure so that you have a roll0back point if things go wrong! Kou must make a copy of your config#ration.php file and any .htacc!$$ or php.ini files together with images# media# documents and other files you may have added and reintroduce these where appropriate Kou have a number of choices when using the 1ightly -uild as to how to use it*
0resh 1nstallation
Kou simply download the latest 1ightly -uild and continue with the installation as you would the PstandardP Joomla! package from Joomla! Code If you are working on a local test environment it is a good idea to use this method without deleting previous eHamples as this can assist any troubleshooting you might need to do and can therefore always refer back to previous installations to see what has changed# and it is ultimately possible to install as many versions as your computer has space for!
$&*
+arnin,.: &his is not recommended for novice andAor normal )sers It is a code Development tool and has the compleHities to match! It should not be used for live sites S71 gives you the absolute latest download at the precise moment you re<uest it -ut that could theoretically be at the point that someone is uploading files for eHample! If you are looking to develop Joomla! >Htensions# learn the ins0and0outs of precisely how Joomla! is put together# or are working on a particular pro(ect that demands the absolute latest version of Joomla!# and for those helping test Joomla! to assist with the development and Guality and &esting process then we recommend using Subversion 4S715 Kou will find full details of the setting up of your local repository and access to the S71 downloads on the Developer Site and accordingly we shall not repeat them here
-inal )re(aration
Transferring the files
&he first task is to upload the uncompressed collection of files that you created during the last section to your $eb server If you are installing on a localhost 0 for eHample the computer you are working on I then it is simply a case of copying and pasting 4or moving5 the files into the root folder 4or a sub0folder5 of the $eb server If however you are running the server on a remote host# then this process will involve the use of a "&' 4"ile &ransfer 'rotocol5 client program# some $eb -rowsers have such a tool built in or can be added in# or the control panel of your host provider# if one is available +arnin,.:&he root folder is located in different places depending upon the operating systemAdistribution and $eb server package you are using and it might be called htdocs) httpd) or www) but we would be here a long while if we tried to detail every possible combination of 8S# distribution# package# and directory structure# together with the settings that could andAor have been made by the ?osting Company# therefore# establishing this is up to you! In some cases it will be possible I as well as <uicker and easier 0 on remote hosted servers to upload the compressed file via your "&' client and to then unCip or uncompress the file directly into the root directory &his will most often be the case with ,inuH based $eb servers where command line access is available Some ?osting Companies incorporate a file management system within their bespoke control panels which will include an "&' program Caution: 8ccasionally files will become corrupted during the transfer and it may be necessary to complete this procedure more than once If you get completely stuck then ask at the forums for assistance a2ter first doing a search in case someone else has already asked the same <uestion
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M#$.L +etails
+arnin,.: Make sure that the database is configured with the )&"0E MySG, collation and that any changes you make to files is also saved as )&"0E 1o -8M encoding
the host name for your database I if you are installing locally or on a dedicated# remote host I this host name is likely to be localhost If you are installing remotely to a shared hosting $eb server and database it is likely that your host provider has their own way of identifying a particular customer6s database# and you must make sure you have this information to hand if you are to successfully complete the installation
the username and pass3ord of the database root user I your access keys to the database /gain if you are installing locally or to a dedicated remote host these are likely to either be the default settings or a name and password that you had previously entered during installation of the database software &he default username is typically root) although you can change this for something else if you want 0 (ust make sure you keep a note of it See the neHt section Secure 'assword &hinking for some hints
the data"ase name by which you are identifying the database for this $eb site "or a localhost or dedicated remote server you will be able to set this to what you want but on shared or virtual hosted servers these may again be set by the host company
+arnin,. -y default the standard installation of MySG, does not use a password 0 it is blank &his will not be accepted by Joomla! and it is not a particularly wise security habit to get into in any case Kou should ensure that you have set a password up within the m%.ini file which is the configuration file of MySG,
username I &he name you enter to actually access your Joomla! $eb site root directory through an "&' client program "or a $eb site on a remote hosting server the host may have provided you with a specific ID related to your account &his will be for the whole of your $eb server and you should set up a separate "&' account for access to this Joomla! site root directory only
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pass3ord I the password you enter to confirm your identity and therefore access the Joomla! $eb site root directly with the "&' client program &his should be different to that which may have been set by your hosting company for the main $eb server# where applicable
host I the );, address of the "&' server for access to your $eb site If you are running this on a local machine 4non0$indows only5 then this address will typically be 19: 3 3 1 If you are using a remote host it may be a specific address that the host sets or a );, related to your $eb site
port I generally most "&' servers utilise port 91 and this is the default setting that Joomla! /ssumes
root I this is the Joomla! root directory within your $eb server that the "&' client is re<uired to open into by default 8btain the full path detail to this directory
Caution: It is important to note that if you run more than one $eb site on your server that the pathway to the root directory will change for each site I the other four settings will not necessarily have# or on shared hosting likely be able# to change 8nce these details are collated you are ready to proceed with the installation
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using a minimum of @ characters 0the more the better but E013 should be an ideal a miHture of upper and lower case alphabet characters# numbers# and permitted special characters for eHample 4# _# 8# 9# .# :# although the use of these may be governed by the host settings on shared or virtual hosted# remote servers do not use easily identifiable passwords for eHample# birthdays# children6s or family names or words that could be easily associated with you in fact try not to use real words at all# replace letters with their numeric e*ual so the word ocean could become 3c2Dn 4yes I I know it is a real word and there are only ! characters but it is (ust an eHample5 try 3c2Dn!c I and no do not now use that either another way is to think entirely off the wall. &hink of a favourite novel for eHample# &he ?itch0hikers %uide to the %alaHy# and then take say the first and last letter from each word giving a se<uence of letters 4as indicated by the underscores5* >Hample 1 t e h s , e t o t e , y this clearly means absolutely nothing but it could still be traced I eventually I by a determined cracker so let us miH it up a bit more* >Hample 9 7 % h 9 & % t * 7 % , ; but you can now see that it would be a pretty illogical logic that would need to be applied to even come close to cracking that and when the additional security features of the various platforms is then laid over the top of this I we would not want to say it is impossible to crack# but they would take a very long time# and of course you should regularly change your passwords anyway if you keep a written record of your passwords always ensure they too are kept secure and safely out of the way of prying eyes despite the temptation# try to avoid using the same password for all your various access re<uirements# both at home and at work
Note: &he spaces are included in the two eHamples solely for clarity and should not be included and in fact spaces are generally not accepted in passwords
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Installation
$e are now ready to proceed with the actual installation of the Joomla! program onto the $eb server &here are two ways of installing Joomla! &he first I $eb +rowser ,nstallation 0 can be considered easier than the second 0 Manual ,nstallation 0 really as a result of the number of steps that are re<uired >ither will work with a little patience and concentration to detail Caution: Do not try to use both methods of installation# or part of one and part of the other for the same installation as this will cause you problems &he only likely eHception to this will be the installation of the Sample Data If you choose not to install this initially during the $eb -rowser Installation but then decide you want it after all you can add the Sample Data provided no other content has been added since the installation took place even if you have subse<uently deleted that content In this instance it would be easier and safer to re0install the package from the beginning# having first deleted the directory and database
1D
&his may simply be http*AAlocalhostA(oomla for a local installation# or http*AAwww yourdomain com for a remote installation If you have installed Joomla! in a sub directory of your $eb root then you will need to add that directory to the end of the address for eHample http*AAlocalhostA(oomlaAtest or http*AAwww yourdomain comA(oomla If you have installed Joomla! as a sub0domain on a remote host this might appear as http*AAwww (oomla yourdomain com
Kou should notice that en46< = /n,lish>?nited @in,domA is selected &his is the default language used for all Joomla! Core development Simply select your preferred language for the installation process If your own language does not appear in the list you may consider assisting in the translation of the core for other people in the same position 7isit the &ranslation "orums for further details &he language files included in the core only relate to the installation process itself and do not affect the "ront0end or -ack0end displays of Joomla! and by default these are only installed in en0%- &his happens simply# as to include all the translations for the core files would make the download an unmanageable beast in siCe Individual languages into which Joomla! has been translated are carried on the Joomla! Code repository site
1!
"ull details of the language packs currently available can be found within the Joomla! Developer 1etwork site in the Menu Module on the left of the page /eproduced 'elow for convenience0
Copyright & Licence explained Accredited Translations / Translation Partners Translation Policy Translation Manual
/ccredited translations are those that have been approved by Joomla! &ranslation 'artners are international groups who have developed $eb sites that carry translations of the ?elp Screens and other official documentation and have entered into an agreement with Joomla! If you wish to contribute to the translation effort contact the co0ordinator of an eHisting pro(ect listed on the /ccredited &ranslations page ,anguage packs can be uploaded and installed using the Installation Manager in the Control Panel4 5/ tensions Menu &here are separate files for the Site "ront0end and the /dministrator -ack0end 8nce you are happy with your language selection click Ne t
1@
If any of the responses in the first section are set to 1o 4with the eHception of the configuration php being writable5 you should rectify the situation before attempting to continue with the process as these represent the essential re<uirements for the installation "ailure to do this may cause your Joomla! $eb site to function incorrectly# or re<uire you to carry out additional procedures at the end of the standard browser installation &he most common error that )sers encounter is that the config#ration.php file is not writa'le See the section on +nown Issues = >rror ?andling for details on how to correct this issue later in the guide &he second block of settings indicate certain specific settings within the '?' code base configuration $hilst these are recommended# Joomla! will still install but there will be more to do later on and there is a risk that your $eb site would be open to malicious assault if you did not rectify them &hese settings may be ad(usted at any time &he first column shows the recommended settings and the second those that are identified within your server Note: $e will detail some more of the common problems and solutions in the >rror ?andling section at the back of this manual rather than blur the picture at this stage Kou do not have to eHit the installer in order to change a setting 8nce you have made a change simply click the ChecB A,ain button to reassess the situation It is also possible to return to the ,anguage Choice screen by clicking the PreCious button $hen everything is set as re<uired# click the Ne t button
1:
Step 2 0 ,icense &here is nothing to actually enter# or change# on the ,icense screen however# it is recommended that you read# understand# and agree to the terms and conditions under which Joomla! is released 'lease note that whilst there is no specific agreement option 4nor indeed a registration process5 within this screen by using Joomla! you are confirming your agreement to the terms and conditions of it
&he license under which all Joomla! releases have been made to date is the %1) %', v9 license %1) is the organisation responsible for maintaining the license and %', stands for %eneral 'ublic ,icense If you have any Joomla! specific <uestions regarding licensing visit the ,egal "orums 8nce you have read the license click the Ne t button
1E
Kou now re<uire the information you 4hopefully5 secured earlier in this guide Select the database type from the drop down list# which includes mysql and mysqli by default &ypically you will select mysql for your database choice &here may be subse<uent changes that re<uire the use of mysqli but such speculation is outside the scope of this document 0urther 1n2ormation: If you would like to read more about the difference between the two types visit http*AAdev mys<l comAdownloadsAconnectorAphpA where you will find some basic details &hereafter# enter the Host Name# ?ser Name# Pass3ord# and Data"ase Name for your database &he /dditional Settings fields allow for further definition of your database If# for eHample# you have had a previous# but no longer re<uired# database of the same name as you have entered in the field above# you have the options to either drop 4delete5 the tables within the eHisting database or create full backups of the tables and therefore retain the information (ust in case you need to step back from the current installation utilising this backup Kou can also change the &able 'refiH that Joomla! will use for all the tables in your database Kou may want this facility if you are running more than one Joomla! $eb site from within the same database +arnin,.: 1ever use the prefiH 'a(7 as this is used by Joomla! specifically for back0ups of tables within the database /lways ensure the inclusion of the single underscore character following the prefiH you choose otherwise the prefiH will simply Qrun intoR the table name &he default prefiH is jos7
1F
8nce all the necessary settings have been entered correctly# click 1eHt Note: $e will detail some of the common problems and solutions in the >rror ?andling section at the back of this manual rather than blur the picture at this stage
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>nter the "&' username and password established during the preparatory section of this guide &his should only have access to the Joomla! root directory# this will be the "&' /ccount that handles all file system operations when Joomla! re<uires "&' access to complete a task +arnin,. "or security reasons# it is best if a separate "&' )ser /ccount is created with access only to the Joomla! installation and not the whole $eb server if this option is available to you It is not generally necessary to worry about the "&' Configuration page for a localhost installation of Joomla! # although the eHception to this might be on a local network Note* &he settings for the "&' Configuration can be entered# or edited after installation# within the %lobal Configuration screen in the Control Panel45Site menu or through the QuicB 1con on the Control 'anel workspace Note* $e will detail some of the common problems and solutions in the >rror ?andling section at the back of this manual rather than blur the picture at this stage Caution* It is important to note that if you run more than one $eb site on your server that the pathway to the root directory will change for each site I the other four settings will not necessarily have# or on shared hosting likely be able# to change 8nce you have completed the re<uired information# as necessary or# if you do not re<uire the "&' Configuration to be entered# click Ne t
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Step
- Main Configuration
&he Main Configuration screen allows the setting of three critical elements for the installation of Joomla! to your $eb server
&here are three sections to the Main Configuration screenN the first of which is the Site 1ame $hilst this may appear obvious it does bear pointing out that this is also the name that will be used when site e0mails are issued# or when error or access warning messages are issued from the "ront0end of the $eb site )nlike in earlier releases of Joomla!# and its predecessor# the Site 1ame will not appear in the )ser6s browser title bar &his entry can be edited at a later time in the 1lo'al Configuration 9.ite page of the Control 'anel &he second section relates to key information concerning the primary Super /dministrator# you! >nter your e0mail address# or the one that you want all site warnings# messages# and e0mails to be sent from and that incoming contact methods will be directed to It will appear as the #rom address on all Site outgoing e0mail messages &here are also two teHt fields into which you should enter and confirm the password that you will 4as the primary Super /dministrator5 use to login to the $eb site# in combination with the default username# for the primary Super /dministrator# of admin Caution* It is worth pointing out that at least for public sites the MySG,#"&'# and ,ogin usernames and passwords should not be the same &o do so would add unnecessary security risks Note* If you are migrating data from an eHisting Joomla! 1 3 installation# or uploading a 2ull SG, back0up from an eHisting Joomla! 1 ! installation# you do not need to complete these first two sections as the information will be automatically transferred within the migration script or back0up file Caution: /n additional security suggestion that you might consider is to change the )ser a&min to something less obvious once the installation is completed &his can be done 4along with any subse<uent changes you wish to make to the password5 in the Control Panel45Site menu45?ser Mana,er screen of the /dministrator -ack0end &he third and final section relates to the data that you may# or indeed may not# want to include in the installation process >ssentially you have three choices* 15 enter the default sample data that Joomla! provides within the core distribution# 95 Migrate the data from an earlier version of Joomla! using the migration tools available# or 25 do neither of these and start a completely fresh and empty installation of Joomla! In addition it is also possible to upload eHisting data from perhaps a back0up that has been created from another $eb site although there is no specific procedure in this section to undertake this LooBin, at these options one at a time:
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!nstalling a Migration S"L Script File fro# an earlier $oo#la% &ersion '()(x installation
&here is a separate and detailed guide on migrating content from earlier Joomla! installations available from the Joomla! ?elp Site regarding the Migrator Component If you are migrating or restoring data select the ,oad Migration Script radio button Kou will notice that this then enables the additional fields for ;ld &a'le Prefi:# ;ld .ite <ncoding# and Migration .cript Dld 7a"le Pre2i * &his is the prefiH used in the database from which the data is being transferred "or eHample# it may be mos_ from a default Joomla! 1 3 installation or# if uploading from a core SG, file E__ Dld Site /ncodin,* ;efers to the ,anguage >ncoding used by the donor MySG, database also known as the Collation Joomla! 1 ! must be encoded with the )&"0E language &he 8ld Site >ncoding details can be obtained by referring 4in '?'My/dmin5 to the 6ata'ases tab of the main page Mi,ration Script* -rowse to the Migration Script SG, data file you want to upload from a Joomla! 1 3 H installation that has been created using the Migrator Component +arnin,* &he Migrator Component clearly cannot compensate 4add5 data to any new fields that have been added by the Joomla! 1 ! development 4it6s good but not magical5 therefore it is recommended that you check all migrated data and complete any missing fields that re<uire such action &he most prevalent of these will be the Alias field of Sections# Categories# and /rticles 1 haCe already uploaded$$$* Select this check boH if you find that the SG, file is too big to handle 4memory and time limit errors5 and upload the file in the joomla_root/installation/sql/migration/ called migrat!.$'l 4no compression allowed5 7his script is a Foomla. G$* mi,ration script* Check this boH if 4and only if5 you are migrating data from an earlier Joomla! 1 3 $eb installation# having used the com(migrator Component &his will enable the built in automatic process to complete the transformation of the data to a compatible format with the Joomla! 1 ! framework 8nce you have completed the details on this page select the Ne t button to proceed to the final step
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Step * - Finish
$ell# if you have successfully got to this page# then you have passed the first test Congratulations! -efore proceeding to view the results of your efforts you need to open the root directory of your Joomla! installation and delete the Installation Directory 4highlighted in the following image5
Joomla! has been configured that until this directory is removed you will not be able to proceed beyond this point and therefore complete the installation +arnin,! /n administrative error in the preparation of the Joomla! 71 ! ;C9 and ;C2 releases meant that this safety measure was disabled and therefore anyone using this release is able to complete the installation without deleting the directory $e apologise for this oversight and strongly recommend that you still remove the directory for the security of your $eb site &he Joomla! )ser Documentation &eam 9D &he Joomla! v1 ! Installation Manual
8nce you have deleted the installation directory you can either select the Site or the /dmin buttons &he former will open the Site "ront0end view of your new Joomla! $eb site and the latter will take you to the /dministrator -ack0end login screen*
>nter the username admin and the password you entered in Step @ of the installation process# before selecting the Lo,in button Kou will then enter the /dministrator -ack0end*
and that is it! Kou are now ready to Joomla! >n(oy your eHperience and we hope you will be able to develop your $eb site to its full potential for the purpose you desire %ood ,uck!
9!
%anual Installation
In certain circumstances there might be a problem with using the standard -rowser Installation method described# but all is not lost It is possible to install Joomla! in a more compleH# but never0the0less straight0 forward process provided it is completed in se<uence
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8pen the file .oomla.$'l in your editor and edit the database table prefiH )se the 0ind and Heplace command of your editor and enter E__ 4hash double0underscore5 in the "ind field and Ios_ in the ;eplace field and select /nter Save the file ensuring this is done with 3&# > 2o +;M encoding only &his is eHtremely important for the operability of the installation &his file will create the table structure of your Joomla! Database If you want to add the Sample Data to your database you need to follow the same procedure with the $ampl!(&ata.$'l file# again ensuring it is saved with 3&# > 2o +;M encoding only 0urther 1n2ormation* &he -8M 4-yte 8rder Marker5 adds a line of code to the top of a data stream 0 much like a signature Joomla! does not re<uire this signature and accordingly you must always ensure that the editor you use does not add it $indows 1otepad for eHample# adds this code amongst other things and should always be avoided
$te( 1 2 Create the data ase and im(ort the 7oomla.s%l data
/ccess your database server using your preferred MySG, control system# we are going to use '?'My/dmin and create the database with the name you entered in the config#ration.php file at Step 1 If you are on a shared hosting# remote server you will probably have been given a specific Database name and do not therefore need to take this action
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Select the Import tab in '?'My/dmin and then browse to the correct directory from the joomla_rootAinstallationAs*l?mys*l directory and select the edited .oomla.$'l file Click 6o and the data is imported into the database to create the table structure of the installation ;eplace joomla_rootAinstallation with the correct path to the file on your local disk
/fter the data is successfully installed you will notice that the &ables are now displayed in the left hand pane of the '?'My/dmin interface
.uccessful ,mport of joomla.s*l into the data'ase displaying newly created &a'les
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Congratulations# you have now successfully manually created your Joomla! $eb site &o verify this open your browser and enter the address 4in our demonstration eHamples6 case5 localhost?joomla 4replace localhostA(oomla with the full );, if the installation is on a remote server5 and you will see your new $eb site all0be0it it will look pretty bare Kou will not be able to access the site to log in and the /dministrator -ack0end will not be accessible as you do not yet have an admin user
+asic Joomla! @e' site view after completion of data'ase and &a'le creation
-y default Joomla! creates the Main Menu with the associated ?ome Menu Item# but that is all that is available 'roceed to the neHt step to Create an administrator user account Step !
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Select the SG, tab of '?'My/dmin and enter the code in the Guery window $hen ready click the 6o button /fter a few seconds you should receive a confirmation that the <uery was successful as follows*
If all goes according to plan you will now be able to access the /dministrator -ack0end of your Joomla! $eb site +arnin,!* Kou must delete the installationA directory from your joomla7rootA directory &his is an essential security measure and must not be overlooked
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>nter localhost?yoursitename?administrator into the address boH of your browser 4replace localhostAyoursitenameA with the full );, if the installation is on a remote server5# and the following screen will be displayed*
>nter the username admin and the password admin and click the ,ogin button Kour first task must be to edit the )ser admin 8pen the )ser Manager by clicking the Guick Icon on the Control 'anel
continued
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Click on the /dministrator name and edit the details to your own preferences paying particular attention to the password and the e0mail address
&he )ser* W>ditX screen with the e0mail and password fields highlighted
Kou can select and change any of the other details as you wish to at this stage# but you probably could do with a cup of tea 4or something stronger!5 Congratulations# you now have access to your basic# clean installation of Joomla! If this is the first time you have used Joomla! and want to see how it all could look with a bit of effort you will want to install the sample data 'roceed to Step @ 0 Install Sample Data If# however# you are now satisfied with what you have created and wish to develop the site yourself proceed to Step : I "inish
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8nce the file is selected from the browser click %o If all goes according to plan you will receive a confirmation message
$hen you neHt ,ogin to the /dministrator -ack0end 4or refresh your browser if already there5 you will now see the -ack0end has been fully populated by the Sample Data
Administrator +ac( end 8 &he Control Panel with .ample 6ata installed
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It is now advisable to scout around the functions of the Control 'anel and see what everything can do and getting used to the Joomla! way of doing things &he "ront0end display also looks considerably healthier with the Sample Data installed Spend some time navigating around and getting a feel for Joomla!
Kou can ,ogin to the "ront0end using the same username and password as you do for the -ack0end / more secure alternative is to have a separate username and password for "ront0end access &o complete the installation proceed to Step : I "inish
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+arnin,! It is essential that the installation directory is removed as soon as you have completed the installation "ailure to do so will leave a significant security risk for your $eb site /s you have already found# unlike the browser installation you are able to access the site without taking this step and the conse<uences could be catastrophic further down the time line! $ell# that is it all finished $e hope you en(oy using Joomla! and invite you to become an active part of the ever0eHpanding Community that makes Joomla! so special 0urther 1n2ormation: If you have been helped by this guide# let others know about it If you have any comments or suggestions to make on the content or coverage that we provide# please visit the )ser Documentation forums Note:If you would like to assist in the preparation of additional documentation for Joomla! please let us know# again on the forums $e are always on the look0out for new contributors
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Do a manual installation Create a completely empty file# name it as config#ration.php and upload it to your (oomlaJrootA directory before commencing the installation Joomla! will then enter the details as the installation proceeds as normal $ait until the end of the installation when at Step : the "inished Screen is displayed a list of the variables and settings for the config#ration php file will be displayed &hese should then be copied and pasted into a new teHt document and saved as config#ration php /s with the last suggestion wait until the end and using the information provided in Step: manually alter the content of the config#ration.php)&i$t file 4this is simply an eHample file and not a part of the functioning installation5 included with all Joomla! installations &here is clearly a greater chance with this method of making mistakes so greater care should be taken 8nce the variables have been correctly edited# change the name of this file and save it as config#ration.php
Caution* $henever creating a new file for the Joomla! installation you must avoid using certain teHt editors such as 1otepad# $ord'ad# $ord# for eHample as they unfortunately have a tendency to add unwanted and unnecessary code that may cause problems later on
.htaccess
In an htaccess file add one of the following lines of code* php(flag r!gi$t!r(global$ 0 or enter phpJflag registerJglobals 8ff &he file is placed in the joomla_root? directory of your $eb server /lternatively# if appropriate the line can be added to an eHisting htaccess file already created for S>"AS>8 purposes from the htaccess txt file included in every Joomla! installation Note* &he file is recursive which means it will work for all directories beneath the root directory in which it is placed If one version of the code does not work try the other If neither work then try the code and file defined in the neHt section 4this is a Cero numeralD
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(h(.ini
/n alternative is to try to use a php ini file method instead /gain# this is an option that must be available with your $eb server ?ost Create a new file and save it as php ini and include one of the following lines of code r!gi$t!r(global$ + 0 or enter registerJglobals S 8ff or enter r!gi$t!r(global$ + 1Off1 'lace a copy of the php ini file in both the joomla7rootA and the joomla7root?administrator? directories +arnin,.* If the message is resolved 4check the System 1n2ormation screens in the ?elp Menu5 then it is necessary# as this file is not recursive# to place a copy in every directory that has a php file in it If you want to avoid the message during installation add the copies ahead of uploading the files to your $eb server It may be easier and <uicker to do this in your ?&M,A$KSI$K% editor rather than trying to do it on the $eb server (this is a Cero numeralD
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*ightl# ,uild
$e strongly recommend therefore that as a minimum you keep right up0to0date by using the latest 1ightly -uild -e aware that the 1ightly -uild is an automated process It is created at the same time each day &he 1ightly -uild does not include an automatic updater program# nor can you link directly into the 1ightly -uild and have it add itself to your installation Caution* -efore overwriting any of your files or making any related changes you should backup your eHisting database# directory# and file structure so that you have a rollback point if things go wrong! Kou must make a copy of your config#ration.php file and any .htacc!$$ or php.ini files together with images# media# documents and other files you may have added and reintroduce these where appropriate Kou have a number of choices when using the 1ightly -uild as to how to use it*
0resh 1nstallation
Kou simply download the latest 1ightly -uild and install it as you would the PstandardP Joomla! package from Joomla! Code If you are working on a local test environment it is a good idea to use this method as you can always refer back to other installations if checking what has changed# and it is ultimately possible to install as many versions as your computer has space for!
DCer3rite the e istin, installation
Kou download the 1ightly -uild and unpack it from the compressed 4Cip5 file# remove the installation directory as it is not re<uired and copy the remaining directories and files over you eHisting (oomlaJrootA directory tree &his method is fine but has a number of drawbacks Kou will lose any manual changes you have made to the core code# Kou might cause problems with any >Htensions such as Components or &emplates you have added where these will only function with the original code &here may also be issues with regard to any files# images# other media# or documents that have been uploaded and these Care needs to be taken when using this method as any files that may have been removed from the core package due to them becoming redundant will be left behind and may well cause problems if left in situ &his method does allow you to continue to use the database already created as part of the ;C2 original installation where appropriate
Delete the current directoryJ2ile tree and upload the ne3 directoryJ2ile tree
Kou delete the eHisting directory and file structure in (oomlaJrootA directory and# having uncompressed the package and deleted the installation directory# you simply uploadAcopy the directories and files from the 1ightly -uild into the (oomlaJrootA directory Kou then return the backup copies of your config#ration.php# .htacc!$$2 php.ini# images# media# documents and other files that you created as per the warning above# and you should be good to go 8bviously this is the most disruptive method if you have already installed >Htensions or made ad(ustments to the core code as these will all need to be added back in &his method also allows you to continue to use the database already created as part of the ;C2 original installation where appropriate
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$&*
&his is not recommended for novice )sers It is a Development tool and has the compleHities to match! If you are looking to develop Joomla! >Htensions# learn the ins0and0outs of precisely how Joomla! is put together# or are working on a particular pro(ect that demands the absolute latest version of Joomla!# and for those helping test Joomla! to assist with the development and Guality and &esting process then we recommend using Subversion 4S715 Kou will find full details of the setting up of your local repository and access to the S71 downloads on the Developer Site and accordingly we shall not repeat them here
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Joomla! is not a commercial business there are no paid employees everyone within the Core &eam gives their time freely and for free everyone within the various $ork %roups give their time freely and for free everyone is a 78,)1&>>;N everyone involved with the development and support of the 'ro(ect have real lives# (obs# and families outside of Joomla! to many Joomla! is far more than a (ust a hobby# it is a passionate eHtension of and addition to their normal eHistence Joomla! is released as 8pen Source software I this means the code is provided and you can change it# add to it# copy it# develop it further I and none of this will cost you a penny! $e do insist that you retain the copyright notices within the code and that you abide by the %1) %', v9 3 license under which the software is released the essence of Joomla! is the massive Community that has developed in a very short 4in relative terms5 period of time be a part of it and help it move forward &here is a ma(or ethos within the Community which most work to and that is Qpay it forwardR what this means is that where you may have asked for help in the past and been supported by eHisting members in the Community# you in turn do the same for others seeking help when you are able to
If you want to know something check to see whether your <uestion has already been asked and answered in the forums by doing a search before you ask a new <uestion &he current built0in forum search is known to be less than effective and we recommend that you run a %oogle search for PIoomlaP and then add key words by using PKP sign ahead of a specific word to find within the results /lternatively use the /dvanced Search facility of %oogle If# after running a search or two# changing the words or phrases used# you cannot find the answer start a new topic in the forum
1 >nsure you are in the right "ora &hese are for Joomla! 1 ! only 9 7erify you are using the most current version of Joomla! 1 ! Currently this is the ;C2 version ?owever# as Joomla! 1 ! is still in Development for improvements in code and bug fiHing there are# and will be# many regular changes to this the current 8fficial ;elease 'lease ensure where possible that you have updated your installation with the latest 1ightly -uild as a minimum 2 Search for your <uestion If you do not find it on the first search# search several more times using different search terms &here are currently some limitations with the "orum Search so ideally use %oogle SearchA/dvanced Search# and you will get better results D &here is a good chance your <uestion has been asked and answered before# the more common ones will be found in the the ?elp Site "/G Section and the &ips and ?ints $hilst the ma(ority of this currently refers to Joomla! 1 3 many of the server# security# database# and other non0Joomla! specific "/G6s are still applicable to Joomla! 1 ! ! Check the ?elp Site* http*AAhelp (oomla org for the current documentation available @ 'lease# do not send a 'ersonal Message to any moderator# or other forum )ser for support unless you are asked to Moderators certainly are not obliged to respond to individual <ueries submitted this way D1 &he Joomla! v1 ! Installation Manual
: 'lease make sure your <uestion doesn6t fit in elsewhere in a different# specialiCed board
'lease consider what your <uery really relates to /s a brief guide to this*
6eneral 0orum:
for all <uestions relating to Joomla 1 ! that do not relate to any of the other -oard &itles If it is not a <uestion about Joomla! 1 ! specifically or a >Htension etc then it does not belong here Guestions relating to the Joomla! >Htensions Directory 4J>D5 for eHample should go in the Sites and Infrastructure child forum specifically for this topic ;eporting PbugsP can be a tricky one some times# to see if it is an easily 4relatively speaking5 problem post it here# Moderators can always move it to the 1 ! Development G=& forum once it has been confirmed as a bug or potential bug re<uiring a detailed look by Developers 0 who for the most part are too busy to get the chance to visit these PpublicP forums too often
1nstallation 0orum:
for all <uestionsAdiscussions relating to the Installation of the Joomla! core package and associated server and database related <uestion &his does not include the installation of &hird 'arty >Htensions 4&emplates# Components# Modules# 'lugins# ,anguages5# as these all have their own boards $hilst the sub(ect of individual ?osting Companies or issues with '?'# MySG,# /pache# will crop up we cannot guarantee that you will always get the answer you perhaps want and will therefore need to go to those Pindividual6sP own $eb sites for specific help
Mi,ratin, L ?pdatin, 0orum:
for all <uestions relating to the updating of a current release of Joomla! 1 ! and the Migration of a Joomla! 1 3 H# Mambo D H H# other CMS $eb site to Joomla! 1 ! installation It D8>S 18& include updating or migrating individual &hird 'arty >Htensions 4&emplates# Components# Modules# 'lugins# ,anguages5 use the >Htensions "orum where these all have their own boards
Security 0orum:
for all <uestions relating to the Security of your Joomla! $eb site and how to resolve particular issues within your server that have a direct impact on Joomla! Kou can ask <uestions about your server or database security# but bear in mind /pache# IIS# '?'# MySG, all have dedicated fora where you are more likely to get specialised assistance
Administration 0orum:
for all <uestions relating to the -ack0end /dministrator and the functions of managing your Joomla! $eb site &his includes the Menus# Managers# )ser Management and other similar topics
/ tensions 0orum and Child 0ora:
for all <uestions relating to individual Joomla! 'lugins# Modules# Components# and en<uiriesAdiscussions about &hird 'arty >Htensions
7emplate 0orum and Child 0ora:
"or all <uestions relating specifically to the 2 4soon to be DY5 default Joomla! &emplates Milky$ay# -eeC# and +hepri# as well as general discussions on creating and using &emplates in Joomla! and the associated use of CSS = Design# ?&M,# and /ccessibility and )sability issues and <uestions ,anguages "orum* %eneral discussion on the use and functionality of alternate languages in Joomla! which by default only ships with en0%- language files 4apart from the Installation files5
Per2ormance:
Speed issues# caching# database# and other related topics on how to maintain and improve the performance of your Joomla! installation
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)osting a *ew To(ic :or when 7oining an e@isting thread with the same issues;
8nce you have looked for similar responses in the appropriate "ora and you decide you do need to start a new &opic# please be sure to include* / Descriptive &itle 0 please do not (ust say P?elp 1eededP# PJoomla! won6t workP# PIt6s -rokenP well you get the picture# many people will in fact (ust ignore those type of topic! &o start with make a brief note of what the specific issue is that you are eHperiencing# then*
1 $hat version of Joomla! you are using# including the S71 number or the date of the 1ightly build used where appropriate 9 $hat version of '?'# MySG,# /pache 4or other server5 you are usingY 2 $hat the operating system is &he information for 9 and 2 can be obtained from the ?elp Menu0 ZSystem Info0ZSystem Info&ab D $hether your installation is on a shared or dedicated remote host# or is on your local computer 4localhost5 ! Detailed description of the steps to reproduce the issue# and an eHplanation of what you have done so far to try and resolve it @ Include screen shots of the relevant issue where possible 4a picture is better than a thousand words5 click the /dditional 8ptions link beneath the editor window to add upto four images each no more than 133+- in siCe 4so crop and scale this as much as possible5 Kou can also upload a CippedAteHt file that may contain more relevant details to deal with the issue : Sit back and wait for an answer 4hopefully5
1 Do not bump your message as this is against the "orum ;ules and the post will be deleted Do it too often and you could find your account suspended or banned 4in worst case scenario5 Joomla! is a world wide pro(ect and there is the issue of &ime Bones as well as people6s real lives that they have to deal with first before getting to the forums 9 Do not post the same &opic in multiple forums knownas cross0posting# or 2 Do not tack it on the end of someone elses 4sort of5 related issue 0 known as hi(acking D Do# by all means# add to the same thread if it is related to the same issue and you are not adding to a thread that has been untouched for a couple of months or more It is better to start a new topic in this instance ! If adding to a thread be more descriptive than (ust saying Psame with meP or PMe too!P or any other such comment /dd to the thread constructivelyN post your details as above &he more information those answering your <uestion have# the less they have to ask for# and the likelihood is your <uestion will be answered more <uickly than them having to ask the same <uestion repeatedly in the thread
1 If you have a template <uestion or a <ueastion related to the core code# please reference the problematic section in [code[ tags 9 If your site is displaying any errors please copy and paste them# and note any recent changes you have made to your Joomla! install 2 / );, to your $ebsite so other users can view your problem00and detailed instructions to duplicate the issue 4Do not post your passwordsAusername on the "orums!5 D /ny relevant information that you think might be of assistance to others trying to answer your <uestions
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$uccess!ul 3nding
8nce your <uestion has been answered*
1 'lease amend your first post 0 the topic starter 0 by clicking Modify in that post and selecting the Solved option from the Message icon* drop down list and then save your post to eHit Kou will notice a green circle with a tick in it is appended to your &opic Sub(ect &his tells others that the problem has been solved and may well answer other people6s <ueries 9 If you manage to solve your issue yourself# please post a follow up message so that others can learn from the solution &his is a ma(or part of the Joomla! Community spirit
'lease follow the "orum ;ules at all times they are there for a reason
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-urther In!ormation
Details will be added in due course to this section &ypically this will comprise links to resources within the Joomla! Sphere of operations# plus eHternal resources of general use
Al(ha )hase
&he /lpha 'hase is 4ironically5 where it all starts! It includes the planning# feature consideration# Community input# early development and testing# primary framework development# and essential decisions on the overall structure &he /lpha release is so new it should not even see the public side of the Internet# other than for essential remote testing of features on non0essential testing servers &here is serious risk of corruption of data# security issues# as well as ma(or changes to the framework# /'I# and database structure
,eta )hase
&he -eta 'hase is where the Community 0 but in particular the developers within the Community 0 get to start testing the new model Ma(or changes can still happen and there will be lots and lots 4and lots 5 of bug testing# tweaking# and corrections going on &he -eta ;eleases must not be used for 'ublic sites there may well be security issues that need to be overcome and there is a high probability of database changes and some lesser framework changes that could corrupt data /t this stage &hird 'arty Developers are likely to start getting interested in developing their >Htensions for the future and language and documentation work generally starts in earnest &hose keen to help or keep right up0to0date can use the S71 or 1ightly -uilds
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)ersion Con0ention
Joomla! release versioning follows a numerical convention comprised of three numbers* Ma(or# Minor and Maintenance &he version is presented in the major.minorE.maintenanceF format
MaIor Helease Num"er >-$G$GA
/n increment of the ma(or number generally indicates a ma(or rework or rewrite of the code base May be completely incompatible with prior ma(or releases
Minor Helease Num"er >G$-$GA
/n increment of the minor number usually indicates a significant change to functionality or architecture Moderate to high level of backward compatibility with previous minor increments
Maintenance Helease Num"er >G$G$-A
/n increment of the maintenance number usually indicates bug fiHing within the minor release and possibly small enhancements and limited new features
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