TWiki Reference Manual (04 Sep 2004 $Rev: 1742 $)

This page contains all documentation topics as one long, complete reference sheet.
Doubleclick anywhere to return to the top of the page.

Note - if you are reading this at twiki.org, then you are reading about the most recent code under development.
If you want to read about the features on your local TWiki, then you should read the documentation there!

Note: Read the most up to date version of this document at http://TWiki.org/cgi-bin/view/TWiki/TWikiDocumentation

Related Topics: TWikiSite, TWikiHistory, TWikiPlannedFeatures, TWikiEnhancementRequests


TWiki System Requirements

Server and client requirements for TWiki 01-Sep-2004

Low client and server requirements are core features that keep TWiki widely deployable, particularly across a range of browser platforms and versions.

Server Requirements

TWiki is written in Perl 5, uses a number of shell commands, and requires RCS (Revision Control System), a GNU Free Software package. TWiki is developed in a basic Linux/Apache environment. It also works with Microsoft Windows, and should have no problem on any other platform that meets the requirements.

Resource Required Server Environment *
Perl 5.005_03 or higher (5.6.1 recommended, 5.8.x does work in most cases, but see TWiki:Codev.IssuesWithPerl5dot8)
Non-standard Perl modules • Unix: Net::SMTP (or sendmail)
• Windows: Net::SMTP, MIME::Base64, Digest::SHA1
• Internationalisation: Unicode::MapUTF8   (only for non-ISO-8859-1 sites using TWiki:Codev.EncodeURLsWithUTF8 with Perl 5.6 or lower)
RCS 5.7 or higher (including GNU diff)
Optional, but the all-Perl RCS replacement is not currently recommended for live sites - see TWiki:Codev.RcsLite
GNU diff GNU diff 2.7 or higher is required when not using the all-Perl RcsLite.
Install on PATH if not included with RCS (check version with diff -v)
Must be the version used by RCS, to avoid problems with binary attachments - RCS may have hard-coded path to diff
Other external programs fgrep, egrep
Cron/scheduler • Unix: cron
• Windows: cron equivalents
Web server Apache 1.3 is well supported; Apache 2.0 is not recommended yet (see TWiki:Codev.IssuesWithApache2dot0).
For other servers, CGI support, authentication, extended path info required; also, the register script is likely to need significant changes

ALERT! * Current documentation mainly covers Linux and Apache installations. See WindowsInstallCookbook for a Windows installation guide. See TWiki:Codev.TWikiOn for help with installation on various platforms including Unix, MacOS X, Apache mod_perl, web hosts, etc.

Client Requirements

The TWiki standard installation has extremely low browser requirements:

You can easily add functionality, by customizing TWikiTemplates, for one, while tailoring the browser requirements to your situation.

Known Issues

-- TWiki:Main.MikeMannix - 12 Jan 2002
-- TWiki:Main.PeterThoeny - 15 Aug 2004


TWiki Installation Guide

Installation instructions for the TWiki 01-Sep-2004 production release.

If you are reading this on your own TWiki installation, please get the latest installation guide (TWiki:TWiki.TWikiInstallationGuide), as this often has important updates to resolve installation issues.

These installation steps are based on the Apache web server on Linux. TWiki runs on other web servers and Unix systems, and should be fine with any web server and OS that meet the system requirements. Official documentation for platforms other than Linux is somewhat limited, so please check the topics listed below, they include some important tips for HP-UX, Solaris, OS/390, and many other platforms.

Standard Installation

Download the TWiki 01-Sep-2004 distribution in Unix ZIP format from http://TWiki.org/download.html. Please review the AdminSkillsAssumptions before you install TWiki.

Step 1: Create & Configure the Directories

ALERT! NOTE: If you don't have access to your Web server configuration files - for example, if you're installing on an ISP-hosted account, or you don't have administrator privileges on your intranet server - use the alternative Step 1 instead.

Example httpd.conf entries:
 ScriptAlias /twiki/bin/ "/home/httpd/twiki/bin/"
 Alias /twiki/ "/home/httpd/twiki/"
 <Directory "/home/httpd/twiki/bin">
    Options +ExecCGI
    SetHandler cgi-script
    Allow from all
 </Directory>
 <Directory "/home/httpd/twiki/pub">
    Options FollowSymLinks +Includes
    AllowOverride None
    Allow from all
 </Directory>
 <Directory "/home/httpd/twiki/data">
    deny from all
 </Directory>
 <Directory "/home/httpd/twiki/templates">
    deny from all
 </Directory>

Aletrnative Step 1: Create & Configure the Directories for Non-Root Accounts

To install TWiki on a system where you don't have Unix/Linux root (administrator) privileges, for example, on a hosted Web account or an intranet server administered by someone else:

TWiki dir: What it is: Where to copy: Example:
twiki start-up pages root TWiki dir /home/smith/twiki/
twiki/bin CGI bin CGI-enabled dir /home/smith/twiki/bin
twiki/lib library files same level as twiki/bin /home/smith/twiki/lib
twiki/pub public files htdoc enabled dir /home/smith/twiki/pub
twiki/data topic data dir secure from public access /home/smith/twiki/data
twiki/templates web templates dir secure from public access /home/smith/twiki/templates

Note: Don't worry if you are not able to put the twiki/lib directory at the same level as the twiki/bin directory (e.g. because CGI bin directories can't be under your home directory and you don't have root access). You can create this directory elsewhere and configure the /twiki/bin/setlib.cfg file (done in Step 3)

Step 2: Set File Permissions

Step 3: Edit the Configuration Files

Step 4: Internationalisation Setup (Optional)

By default, TWiki is configured to support US ASCII letters (no accents) in WikiWords, and ISO-8859-1 (Western European) characters in page contents. If that's OK for you, skip this step.

If your Wiki will be used by non-English speakers, TWiki can be configured for Internationalisation ('I' followed by 18 letters, then 'N', or I18N). Specifically, TWiki will support suitable accented characters in WikiWords (as well as languages such as Japanese or Chinese in which WikiWords do not apply), and will support virtually any character set in the contents of pages. NOTE: TWiki does not currently support UTF-8, so you are advised not to use this - however, improved UTF-8 support is under development, see TWiki:Codev/ProposedUTF8SupportForI18N.

To configure internationalisation suppport:

  1. Edit the TWiki.cfg file's Internationalisation section to set the $useLocale parameter to 1. TWiki will now use the I18N parameters set in the rest of this section.
  2. Type the Unix/Linux command locale -a to find a suitable 'locale' for your use of TWiki. A locale that includes a dot followed by a character set is recommended, e.g. pl_PL.ISO-8859-2 for Poland. Consult your system administrator if you are not sure which locale to use.
  3. In TWiki.cfg, set the $siteLocale parameter to your chosen locale, e.g. pl_PL.ISO-8859-2 for Poland.
  4. Check your setup using testenv (download the latest testenv from TWiki:Support/SupportGuidelines if possible) - this provides some diagnostics for I18N setup, and in particular checks that your locale can be used successfully.
  5. (For upgrade of TWiki I18N sites only:) If you were using TWiki:Codev.TWikiRelease01Feb2003 support for I18N, and are using Internet Explorer or Opera, you should re-configure your browser so that it sends URLs encoded with UTF-8 (supported since TWiki:Codev.TWikiRelease01Sep2004). If you are doing a new installation of TWiki, you can ignore this step - no browser reconfiguration is needed for TWiki Release 01-Sep-2004).
  6. Try out your TWiki by creating pages in the Sandbox web that use international characters in WikiWords and checking that searching, WebIndex, Ref-By and other features are working OK.

Trouble with I18N?

If international characters in WikiWords do not seem to work, and you are on Perl 5.6 or higher, you may need to set the TWiki.cfg parameter $localeRegexes to 0 - this disables some features but enables TWiki to work even if your system has locales that do not work. Then, set the $upperNational and $lowerNational parameters to the valid upper and lower case accented letters for your locale.

If international characters in WikiWords aren't working, and you are on Perl 5.005 with working locales, keep $useLocale set to 1 and set $localeRegexes to 0, then set $upperNational and $lowerNational - if testenv generates the lists of characters for you, your locales are working so there is no need to set $localeRegexes to 0 in this case. See the comments in TWiki.cfg for more information.

Step 5: Configure Site-Wide Email Preferences

Step 6: Finish Up from Your Browser

That's it for the standard installation of TWiki. Read on for server-level customization options.

Additional Server-Level Options

With your new TWiki installation up and running, you can manage most aspects of your site from the browser interface. Only a few functions require access to the server file system, via Telnet or FTP. You can make these server-level changes during installation, and at any time afterwards.

Enabling Authentication of Users

WYSIWYG Editor

At this time, TWiki does not ship with an "what you see is what you get" editor. TWiki:Codev/IntegrateHtmlAreaEditor describes how to integrate an HTML editor.

ALERT! NOTE: User home topics are located in the TWiki.Main web - don't try to move them or create them in other webs. From any other web, user signatures have to point to TWiki.Main web, using a Main.UserName or %MAINWEB%.UserName format. (The %MAINWEB% variable is an advantage if you ever change the Main web name, but the standard Main.UserName is easier for users to enter, which is the bottom line!)

TWiki File System Info

See Appendix A: TWiki File System for an installed system snapshot and descriptions of all files in the TWiki 01-Sep-2004 distribution.

-- TWiki:Main/PeterThoeny - 29 Aug 2004
-- TWiki:Main/MikeMannix - 16 May 2002


Windows Install Cookbook

Introduction

This cookbook is intended to get you up and running with TWiki on Windows quickly, with as few problems as possible. The 'cookbook' approach is simply to restrict the many choices that someone installing TWiki must make, so that a reasonably well-defined procedure can be followed - new users can simply follow the steps, while experts can use this as more of a guideline.

-- RichardDonkin? - 24 Feb 2002

Summary

NEW - See WindowsInstallSummary for a concise summary of the whole cookbook.

Recent updates

Scope

This document covers installation of the TWiki 01-Sep-2004 production release (TWiki:Codev/TWikiRelease01Sep2004) in the following environment - if you want to use a different environment, feel free to use this as a guideline only.

Component Name, version Comment
Operating System Windows 2000 Should also work for Windows NT
Web Server Apache 1.3.27 Windows-specific security holes fixed in this build
(check latest version at http://httpd.apache.org, but don't use Apache 2.0 yet)
Unix tools Cygwin 1.3.9 Simplest way to get a whole set of required tools
Perl Cygwin perl-5.6.1-2 Comes with Cygwin, don't use Perl 5.8.0 yet
RCS Cygwin rcs-5.7-2 Comes with Cygwin, includes a file corruption bugfix

Why this choice of packages? Because I've tried them, and they work well, without requiring a complicated setup... In particular, Apache is the commonest choice for TWiki on Unix/Linux, Cygwin Perl is very close to Unix Perl, and the Cygwin RCS is regularly updated, with a recent TWiki-relevant bug fix in Feb 2002. Cygwin also lets you install the Unix tools, Perl and RCS in a single step, saving quite a lot of time.

More recent minor versions should be OK, but they can introduce bugs.

NEW Major version upgrades, such as Apache 2.0 and Perl 5.8, are very likely to cause problems - for example, Apache 2.0 is unable to authenticate users created by the current TWiki user registration script (due to a feature being removed in 2.0, see TWiki:Support.FailedAuthenticationWithApache2OnWinNT). Similarly, Perl 5.8 may introduce issues due to its Unicode features and has caused problems due to a bug in CGI.pm. Even though the Apache group says that Apache 2.0 is the best version, that's not true for TWiki at present. For more information, see TWiki:Codev.IssuesWithApache2dot0 and TWiki:Codev.IssuesWithPerl5dot8.

Alternatives

The following Windows operating systems have been tested following the instructions given here:

There are doubtless other combinations of components that may work - in particular:

Covering the whole range of additional possibilities, particularly web servers, would make this cookbook too complex, and is best handled as a separate activity.

For improved performance on Windows through using mod_perl, you may want to try TWiki:Codev.WindowsModPerlInstallCookbook.

Checking versions

If you already have some of these add-ons installed, here's how to check the versions - this assumes you have TWiki:Codev.CygWin already installed:

   $ : Cygwin DLL version is the number in 1.3.x format
   $ uname -r
   $ less c:/your-apache-dir/Announcement
   $ perl -v
   $ rcs -V

If you have an older version of any component, do yourself a favour and upgrade it as part of the install process.

Pre-requisites and upgrades

You will need to have local administrator rights and be comfortable with Windows administration.

This cookbook is intended for a clean install, i.e. none of these components are already installed. However, since Cygwin and Apache's installation process is fairly upgrade-friendly, upgrades should work as well - take backups of all your data and config files first, though!

Text editing

Editing Cygwin files should be done with an editor that can handle Unix file format (see the Cygwin binary mode section below). The installation process suggests: These both non-GUI editors, but if you prefer to use a GUI editor you should install PFE, a freeware editor that supports Unix format files. PFE is available on download.com and Simtel.

Another good TWiki:Codev.OpenSource editor is SciTE (aka WSciTE), available at http://www.scintilla.org/SciTE.html.

The Unix/Windows Environment

It's a little known fact that you can use pathnames such as c:/apache almost everywhere in Windows - try it in a File Open dialogue box. The main exception is the Windows "DOS" command line shell - here, you must use double quotes around forward slashes, e.g. dir "c:/apache" will work fine.

The reason this matters is that '\' is a special character to Perl and other tools, so it's much easier to use '/' everywhere.

The Cygwin environment

TWiki:Codev.CygWin is a Unix-like environment for Windows - many of its tools support the c:/apache format, but it also provides a more Unixlike syntax, e.g. /usr/bin/rcs.exe, because some Unix tools ported onto Cygwin only support the Unix format.

When you launch a Cygwin shell, your existing PATH variable is translated from the Windows format to the Unix format, and the ';' separators in the Windows PATH are changed into ':' separators as required by Unix. A Cygwin tool (e.g. Cygwin Perl or Cygwin RCS) will always use the Unix PATH format, and will accept Unix format pathnames.

The Apache environment

Apache runs as a native Windows process and has nothing to do with Cygwin (at least the version used in this cookbook doesn't). Hence it supports c:/ pathnames in its config files and the first line of Perl CGI scripts.

If you need to use spaces in file names (not recommended), put double quotes around the file name in the httpd.conf file. There have been some security-related bugs in Apache with long pathnames, which are a bit more likely if you use spaces, so it's best to just avoid long names and using spaces.

The Perl environment

Once Perl has been launched by Apache, it is in Cygwin mode, and so is everything it launches, including ls, egrep, and the RCS tools that it (typically) launches with the bash shell.

If you need to use spaces in file names (not recommended), you may be able to put double quotes around the file name in the TWiki.cfg file - however, it's not clear whether all the TWiki code would work with this.

Installing Components

Enough background, let's get on with the installation.

TWiki (part 1)

Head to http://twiki.org, click the download link, and fill in the form to request a URL for download. You'll get an automated email, which should arrive by the time you need it.

Apache

Steps 1 and 2 can be shortcut by opening the self-installing executable on the Apache website that installs Apache 1.3.x. The painful details below are mainly helpful when detecting where things are going wrong.....

1. Download Apache

2. Install Apache

3. Test Apache

Congratulations, you now have a working web server!

To restart Apache after changing its config, type:

Another useful command is apache -k stop.

Cygwin, Unix tools, Perl and RCS

4. Install Cygwin

Head to http://cygwin.com, and click the cygwin-icon.gif Install or update now! link. Save the setup.exe in a directory, e.g. c:\download\cygwin-dist.

Now run the Cygwin setup.exe file - this will also install Perl and RCS in one fell swoop.

Environment setup:

5. Test Cygwin

The Cygwin User Guide is well worth reading for some background on how Cygwin works.

6. Configure Cygwin for binary mode

   $ mkdir /twiki /c c:/twiki
   $ mount -b -s c:/twiki /twiki
   $ mount -b -s c:/ /c
   $ mount -b -c /cygdrive
   $ mount
   Device              Directory           Type         Flags
   C:\cygwin\bin       /usr/bin            system       binmode
   C:\cygwin\lib       /usr/lib            system       binmode
   C:\cygwin           /                   system       binmode
   c:\twiki            /twiki              system       binmode
   c:                  /c                  system       binmode

This setup is written to the Windows registry, so there's no need to put these commands into a .profile file. For more information on binary vs text mode, see this User Guide section and this FAQ entry.

TWiki (part 2)

7. Download TWiki

Download the latest TWiki release from http://twiki.org/ and save it in the c:/twiki directory.

8. Install TWiki

Unzip the ZIP file under c:/twiki using WinZip, or by going into Cygwin and doing the following - you can hit the TAB key to complete filenames after you've typed the first part:

   $ cd /twiki
   $ unzip TWiki20011201.zip

Configuring components

Now that all the components are installed, you need to configure them.

Configuring Apache

The setup given here is fairly simple, in that it allows only TWiki to be served by the web server. For more complex setups, you can investigate the Alias and ScriptAlias commands that are left commented out in this configuration.

1. Configure Apache (part 1)

Using a suitable text editor (see #TextEditing, above) edit c:/apache/conf/httpd.conf as follows - this tells Apache where TWiki lives, and removes the need to tinker with the Windows environment settings.

# Change this to point to the Apache administrator (e.g. you)
ServerAdmin you@yourdomain.com

# Replaces DocumentRoot "C:/apache/htdocs"
DocumentRoot "C:/twiki"

# Replaces <Directory "C:/apache/htdocs">
<Directory "C:/twiki">

# Alias /twiki/ "C:/twiki/"
# ScriptAlias /twiki/bin/ "C:/twiki/bin/"
<Directory  "C:/twiki/bin/">
    # RD: Changed None to All in next line, to enable .htaccess
    AllowOverride All
    Allow From All
    Options  ExecCGI
    SetHandler cgi-script
</Directory>

# Environment setup required to run Apache as service or as a
# standalone process.
<IfModule mod_env.c>
   # Adjust TZ for your server timezone, e.g. EST5EDT - put the non-daylight-savings
   # timezone code first (e.g. EST or GMT), followed by the number of hours that it's behind GMT 
   # during non-daylight-savings time (use '-5' for timezones in advance of GMT).
   SetEnv TZ GMT0BST
   SetEnv RCSINIT -x,v/
   # Adjust TEMP and TMP for your server and create directories if necessary
   SetEnv TEMP c:/temp
   SetEnv TMP c:/temp
   SetEnv LOGNAME system
   SetEnv HOME c:/twiki
</IfModule>

2. Configure Apache (part 2)

Add an AddHandler line to the <IfModule mod_mime.c> section of httpd.conf - this removes the need to rename all the TWiki CGI scripts later in the installation.

#
# Document types
#
<IfModule mod_mime.c>
    # TWiki setup - avoid renaming scripts
    AddHandler cgi-script .
...

Configuring TWiki

3. Configure TWiki

Edit the TWiki config file, c:/twiki/lib/TWiki.cfg (or in Cygwin terms, /twiki/lib/TWiki.cfg) as follows:

# variables that need to be changed when installing on a new server:
# ==================================================================
#                   http://TWiki.org/ : link of TWiki icon in upper left corner :
$wikiHomeUrl      = "http://yourdomain.com/bin/view";
#                   Host of TWiki URL :    (Example "http://myhost.com:123")
$defaultUrlHost   = "http://yourdomain.com";
#                   /cgi-bin : cgi-bin path of TWiki URL:
$scriptUrlPath    = "/bin";
#                   ./pub : Public data path of TWiki URL (root of attachments) :
$pubUrlPath       = "/pub";

# NOTE: Next three settings should be valid absolute pathnames using Cygwin; if using
# TWiki:Codev.ActiveState Perl, use z:/twiki format pathnames if your TWiki directory is not on C:.

#                   Public data directory, must match $pubUrlPath :
$pubDir           = "/twiki/pub";
#                   Template directory :
$templateDir      = "/twiki/templates";
#                   Data (topic files) root directory :
$dataDir          = "/twiki/data";

....

#                   Set ENV{'PATH'} explicitly for taint checks ( #!perl -T option ) :
#                   (Note: PATH environment variable is not changed if set to "")

# On Windows, $safeEnvPath needs only one component, the directory where RCS is installed
# - used by 'rcsdiff' to run 'co' program, so PATH must be correct.

# Unix/Linux setting:
# $safeEnvPath      = "/bin:/usr/bin";

# Using Cygwin perl, so can use Unix-like paths, with ':' as separator.
# Note that /usr/bin and /bin are identical due to default /usr/bin mount
# in Cygwin.  Must NOT use 'c:/foo' type paths, as ':' is taken as separator
# meaning that 'c' is interpreted as a pathname, giving Perl taint error.
$safeEnvPath      = "/bin";

# If using ActiveState perl, use Windows paths instead
# $safeEnvPath      = "c:/cygwin/bin";

...

#                   RCS directory (find out by 'which rcs') :
$rcsDir           = "c:/cygwin/bin";

...

#                   Unix egrep command :
$egrepCmd         = "/bin/grep -E";
#                   Unix fgrep command :
$fgrepCmd         = "/bin/grep -F";

For the cookbook install using Cygwin Perl, there's no more TWiki.cfg editing to be done, so you can get onto the next section.

#                   NOTE: When using ActiveState Perl, you must specify
#                   a full Windows-style pathname, using '\\' for backslashes,
#                   for the ls, egrep and fgrep commands, because Cygwin's shell
#                   is not used - forward slashes are OK in Windows everywhere
#                   except in the cmd.exe shell. Drive letters are OK - e.g.
#                   'c:\\foo\\ls' will work.  When using Cygwin perl, just
#                   use the default '/bin/ls' type settings.
#
#                   Unix ls command :
$lsCmd            = "c:\\cygwin\\bin\\ls";
#                   Unix egrep command :
$egrepCmd         = "c:\\cygwin\\bin\\grep";
#                   Unix fgrep command :
$fgrepCmd         = "c:\\cygwin\\bin\\grep";

Editing the CGI scripts

4. Editing the Shebang lines

Now to edit the curiously named 'shebang lines' at the top of the TWiki CGI scripts. This is required so the Apache server knows what interpreter (perl) to use with the scripts.

$ cd /twiki/bin

$ ls
attach   geturl         oops     rdiff     save        testenv  viewfile
changes  installpasswd  passwd   register  search      upload
edit     mailnotify     preview  rename    statistics  view

$ mkdir .backup 
$ cp * .backup

$ head -1 view
#!/usr/bin/perl -wT

$ perl -pi~ -e 's;#!/usr/bin/perl;#!c:/cygwin/bin/perl;' *[a-z]

$ head -1 view
#!c:/cygwin/bin/perl -wT

$ ls
attach    geturl          oops      rdiff      save         testenv   viewfile~
attach~   geturl~         oops~     rdiff~     save~        testenv~  view~
changes   installpasswd   passwd    register   search       upload
changes~  installpasswd~  passwd~   register~  search~      upload~
edit      mailnotify      preview   rename     statistics   view
edit~     mailnotify~     preview~  rename~    statistics~  viewfile

If for some reason the edit goes wrong, just type cp .backup/* . (while within the bin directory) to restore the original distribution files. Use ls -a to see the .backup directory, and ls -a .backup to view its contents.

Optional step: you can do 'rm *~' to clean out the backups made by Perl, but that's not essential as all the original files cannot be executed. If you do this, type the command very carefully, as a space after the '*' will wipe out all files in this directory!

5. Minor changes to TWiki scripts

TWiki Dec 2001 release only - fixed in Feb 2003 release

If using the Dec 2001 release, you now need to make some minor edits to files in the c:/twiki/bin directory, using a suitable editor (remember to use nano -w filename if you prefer nano to vi - or just use the Windows PFE editor).

         return $user . ':{SHA}' . MIME::Base64::encode_base64(Digest::SHA1::sha1($passwd));

Perl module installation

6. Installing required Perl modules

Some additional Perl modules are needed, above and beyond the standard modules installed with Cygwin. Fortunately, there is an automated tool that makes it easy to do this - it's called cpan, and goes to the Perl module archive site, http://www.cpan.org/, to download all required modules, and then build and install them.

Note: if you are unable to get cpan working in your environment, don't panic; you can still install the modules manually. In this case, follow the instructions in CPAN: The Hard Way.

First of all, you need to get the cpan tool configured and working - this is only necessary once. From the Cygwin shell, type the following (putting the export command in ~/.profile is recommended to make this setting persistent). Without the TEMP variable, some modules may fail to install on Windows 2000 and higher.

$ export TEMP=/c/temp
$ cpan
Lots of questions about configuration and preferences - just hit Enter until you get to the questions about mirror sites, but answer the questions about FTP proxies etc if you are behind a proxy-based firewall. The CPAN tool will fetch a series of files, some quite large, as part of this setup process, so be patient...

NOTE: If you are behind a non-proxy-based firewall that requires the use of passive FTP, the initial downloads of files using Net::FTP may appear to hang - just wait 5 or more minutes, however, and the CPAN tool should eventually hit on ncftpget, which is part of Cygwin and does work OK. If this doesn't work and you are behind a typical NAT-based firewall, try doing the following at the Cygwin shell before running cpan - this forces Net::FTP to use passive FTP, letting it get through such firewalls:

$ export FTP_PASSIVE=1
If this works, add this line to your ~/.profile file for future use.

Once some initial files are downloaded, you are asked to select your continent and country, and then mirror sites - just type the number of the mirror sites you want to use (pick a few in case one is down):

...
(28) Turkey
(29) Ukraine
(30) United Kingdom

Select your country (or several nearby countries) [] 30

(1) ftp://cpan.teleglobe.net/pub/CPAN
(2) ftp://ftp.clockerz.net/pub/CPAN/
(3) ftp://ftp.demon.co.uk/pub/CPAN/
(4) ftp://ftp.flirble.org/pub/languages/perl/CPAN/
(5) ftp://ftp.mirror.ac.uk/sites/ftp.funet.fi/pub/languages/perl/CPAN/
(6) ftp://ftp.plig.org/pub/CPAN/
(7) ftp://mirror.uklinux.net/pub/CPAN/
(8) ftp://sunsite.doc.ic.ac.uk/packages/CPAN/
(9) ftp://usit.shef.ac.uk/pub/packages/CPAN/
Select as many URLs as you like,
put them on one line, separated by blanks [] 4 7 8

Enter another URL or RETURN to quit: []
New set of picks:
  ftp://ftp.flirble.org/pub/languages/perl/CPAN/
  ftp://mirror.uklinux.net/pub/CPAN/
  ftp://sunsite.doc.ic.ac.uk/packages/CPAN/

Eventually, you'll get to the cpan installer's shell prompt, where you need to install a few modules - the tool will do all the work for you.

cpan shell -- CPAN exploration and modules installation (v1.59_54)
cpan> install Net::SMTP
May already be installed - if it is, try 'force install', since it's useful to be able to set
firewall and passive FTP configuration when using Net::FTP.  Make sure you answer 'Y' to the question 
about whether you want to configure this package.
cpan> install Digest::SHA1
Lots of output about how CPAN finds, builds and installs the module - watch for 
any errors, though it should work fine if you have installed the Cygwin packages listed above (particularly 'gcc' and 'make').
cpan> install MIME::Base64
May already be installed.

CPAN: The Hard Way

If you find that cpan doesn't work for you, perhaps because you are behind an uncooperative corporate firewall, you may have to fall back on installing modules manually. In this case, you need to read the CPAN INSTALL page and visit the CPAN search site to search for each module you require. Usually installation simply involves downloading the module distribution into a temporary directory and unpacking it (a .tar.gz or .tgz file is unpacked using tar zxvf file). Then do the following:
$ perl Makefile.PL
$ make
$ make test
$ make install
The make test step should not be skipped - for example, one known problem is with the Digest::SHA1 module on Windows NT, which does not pass its tests and does not work. This causes problems with password encoding. In this event you can use another encoding scheme or switch to unencoded passwords. There may be other problems on the various Windows configurations, and you can save yourself a lot of time.

Re-locking RCS files

7. Re-locking files

First, some testing: in your browser, go to http://yourdomain.com/bin/testenv - this provides a lot of detail, including warnings. Write down the Apache server's userid that is given by this script - typically either 'system' or 'administrator' - I'll assume 'system' from now on.

This 'system' user must own the locks on the RCS files, which are shipped with the lock held by 'nobody'. The reason this matters is that no revisions will be tracked by RCS unless the Apache userid matches that of the RCS file locks.

You can re-lock files using rcs -u and rcs -l, but it's a painfully manual process. Instead, just use Perl again to mass-edit all the RCS files, as follows:

$ cd /twiki/data

$ : Make a backup of all files
$ tar czvf all-files.tar.gz */*

$ : Test edit a single file to check your typing
$ perl -pi~~~ -e 'NR <= 10 && s/nobody:/system:/ ' Main/WebIndex.txt,v

$ diff Main/WebIndex.txt,v Main/WebIndex.txt,v~~~
5c5
<       system:1.2; strict;
---
>       nobody:1.2; strict;

$ : Now edit all the RCS files at once - use cursor-up to recall previous command
$ perl -pi~~~ -e 'NR <= 10 && s/nobody:/system:/ ' */*,v

$ : Check for any remaining files not edited
$ grep 'strict;$' */*,v | grep -v system

$ : Clean up - type this very carefully 
$ rm */*~~~

You have now re-locked all the RCS files and are almost ready to start using TWiki!

Email setup

8. Email setup for notification and registration

You need to set the SMTPMAILHOST in TWikiPreferences to an SMTP email host that is reachable and currently working. Otherwise you may get a confusing message from TWiki (fixed in TWiki:Codev.TWikiRelease01Feb2003) when registering new users or running mailnotify (for WebNotify), along the lines of:

   Software Error: Can't call method "mail" on an undefined value at ../lib/TWiki/Net.pm line 187.

There are other settings to be made in TWikiPreferences, e.g. the WIKIWEBMASTER and (probably) the SMTPSENDERHOST (normally your mail server or TWiki server). See the TWikiInstallationGuide for more details, what's listed here is just enough to let you run the basic tests.

Testing your TWiki installation

It is important to test your TWiki installation before you release it to other users or put any significant data into it.

Here are the main things to test:

Troubleshooting

If anything doesn't work, go back and check the configuration of the Apache httpd.conf file, and TWiki.cfg. Have a look at the Apache error log, c:/apache/logs/error_log, and the TWiki error log, /twiki/data/log*.txt, and if necessary enable debugging on selected scripts (the commands are right at the top of each script) - the results go into /twiki/data/debug.txt. There is also a /twiki/data/warning.txt file that contains less serious messages.

See TWiki:Codev.TWikiPatches in case there are patches (i.e. specific code changes) for particular problems that may affect you (e.g. TWiki:Codev.ChangePasswordOnWin2K).

If you find that the Index feature doesn't work, or topic name searches fail, you should check you have set $egrepCmd and $fgrepCmd correctly, as mentioned above.

Permissions

TWiki:Codev.CygWin has several models for how it does security:

I have not had any problems with TWiki permissions on Windows, unlike Linux/Unix, which is probably because I'm using the default security model for Cygwin. If you use the other models, you may still be OK if you have local admin rights, and Apache is running as the SYSTEM user (which it uses if started as a service). If you do have trouble in this area, see the TWikiInstallationGuide's advice, some of which will apply to TWiki:Codev.CygWin, and log any issues in TWiki:Codev.WindowsInstallCookbookComments.

Next Steps

See the TWikiInstallationGuide for other setup. In particular, you'll probably want to refer to the section on basic authentication - remember to use c:/twiki type filenames (i.e. Windows format) since you are using Apache for Windows.

Improved authentication

You may want to investigate TWiki:Codev.WindowsInstallModNTLM, which describes how to add an Apache module so that TWiki:Codev.InternetExplorer users are automatically authenticated based on their Windows domain login - this avoids TWiki:Codev.GettingTheUsernameWrong and TWiki:Codev.ForgettingPasswords, which are usually very common among TWiki users.

As of the TWiki:Codev.TWikiRelease01Sep2004, there is built in support for several apache based authentication modes. The TWikiInstallationGuide has step-by-step instructions.

Improved performance

See TWiki:Codev.WindowsModPerlInstallCookbook and TWiki:Codev.ModPerl for information on installing TWiki under Apache's mod_perl - this is somewhat more complex and follows a different model, so it's best to get some experience with TWiki, Apache and Perl first.

Format of filenames

In your TWiki on Windows installation, it's worth remembering that:

Credits

Material in this cookbook is heavily based on the enormous number of contributions in TWiki:Codev.TWikiOnWindowsArchive and related topics - too many people to thank, but have a look at the contributor list to TWiki:Codev.TWikiOnWindowsArchive to get an idea!

People who've tested or reviewed this document and provided valuable feedback include:

-- TWiki:Main.BernardFarrell
-- TWiki:Main.BerndSchiffer
-- TWiki:Main.ChrisKeith
-- TWiki:Main.CrawfordCurrie
-- TWiki:Main.DavideBaroncelli
-- TWiki:Main.DavidLeBlanc
-- TWiki:Main.JerryWard
-- TWiki:Main.MartinWittmann
-- TWiki:Main.MaryDeMarco
-- TWiki:Main.MattWilkie
-- TWiki:Main.MikeBytnar