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1.17      harris41    6: <head>
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                      8: <title>LON-CAPA Software Developer Guide</title>
1.17      harris41    9: </head>
                     10: <body>
1.19      harris41   11: <h1>LON-CAPA Software Developer Guide</h1>
1.17      harris41   12: <p>
1.23      raeburn    13: Created: <i>January 17, 2001</i>
1.24    ! raeburn    14: <br />Last updated: <i>February 28, 2011</i>
1.17      harris41   15: </p>
                     16: <ol>
1.19      harris41   17: <li><a href="#Using_CVS">Using CVS</a>
1.17      harris41   18: <ul>
1.23      raeburn    19: <li><a href="#cvslog">Setting up cvs access</a></li>
1.17      harris41   20: <li><a href="#cvsupdate">Updating files (cvs update -d)</a></li>
                     21: <li><a href="#cvssave">Saving files (cvs commit)</a></li>
                     22: <li><a href="#cvsadd">Adding files (cvs add)</a></li>
                     23: <li><a href="#cvsadddir">Adding directories (cvs add/import)</a></li>
                     24: <li><a href="#cvsnotsure">What to do when you're not sure about your files
                     25: (cvs update)</a></li>
1.19      harris41   26: </ul></li>
1.17      harris41   27: <li><a href="#makeHTML">Viewing the software (make HTML)</a></li>
                     28: <li><a href="#makebuild">Compiling the software (make build)</a></li>
                     29: <li><a href="#loncapafiles">Adding/removing files from the LON-CAPA
                     30: installation (doc/loncapafiles/loncapafiles.lpml)</a></li>
1.24    ! raeburn    31: <li><a href="#makeaboutVERSION">Updating the LON-CAPA Version number</a></li>
1.17      harris41   32: <li><a href="#configversusnonconfig">Configurable files versus
                     33: non-configurable files</a></li>
                     34: <li><a href="#makeinstall">Updating the non-configurable files on your
                     35: machine (make install)</a></li>
                     36: <li><a href="#makeconfiginstall">Updating the configurable files on your
                     37: machine (make configinstall)</a></li>
                     38: <li><a href="#makeRPM">Building RPMs (make RPM)</a></li>
                     39: </ol>
1.2       harris41   40: 
1.17      harris41   41: <ol>
1.19      harris41   42: 
                     43: <li><a name="Using_CVS" /><h2>Using CVS</h2><br />
1.17      harris41   44: These instructions assume that you are using a Linux or UNIX based
                     45: terminal.
                     46: <ul>
                     47: <li><a name="cvslog" />
1.23      raeburn    48:     <h3>Setting up cvs access</h3>
1.17      harris41   49: <p>
1.23      raeburn    50: CVS needs to be part of your system environment in order to access the LON-CAPA CVS repository, 
1.19      harris41   51: You can do this by:
                     52: </p>
                     53: <p>
1.17      harris41   54: <font color="#008800">
1.23      raeburn    55: <tt>export CVS_RSH=ssh</tt><br />
                     56: <tt>export CVSROOT=:ext:USERNAME@source.lon-capa.org:/home/cvs</tt>
1.17      harris41   57: </font>
1.19      harris41   58: </p>
1.23      raeburn    59: <br />
                     60: To actually issue CVS commands you will need to: 
                     61: <br /><br />
                     62: <ol>
                     63: <li>Have installed the CVS client, e.g., <font color="#008800"><tt>yum install cvs</tt></font></li>
                     64: <li>Have been issued a CVS account, (send a request to the <a href="mailto:helpdesk@loncapa.org">LON-CAPA helpdesk</a>)</li>
                     65: <li>Have generated public and private keys via <font color="#008800"><tt>ssh-keygen -t dsa</tt></font> and sent the public key to the LON-CAPA helpdesk for installation on the CVS server.</li>
                     66: </ol>
1.19      harris41   67: <p>
                     68: The first time you use CVS, you need to CHECKOUT the repository.
                     69: Generally speaking, you need to checkout <tt>loncapa</tt> only once
                     70: per machine.
                     71: To check-out the repository, use the <tt>checkout</tt> command.
                     72: (Otherwise, just enter your CVS directory, <tt>cd loncapa</tt>.)
1.17      harris41   73: </p>
                     74: <p>
                     75: <font color="#008800">
1.19      harris41   76: <tt>cvs checkout loncapa</tt><br />
                     77: <tt>cd loncapa</tt>
1.17      harris41   78: </font>
                     79: </p>
                     80: </li>
                     81: <li><a name="cvsupdate" />
                     82:     <h3>Using CVS: Updating files (cvs update -d)</h3>
                     83: <p>
                     84: After entering your CVS source tree (<tt>cd loncapa</tt>),
                     85: you should frequently update the software changes that
1.19      harris41   86: other people have made.  This is done with the <tt>update</tt> command.
                     87: </p>
                     88: <p>
1.17      harris41   89: <font color="#008800">
1.19      harris41   90: <tt>
1.17      harris41   91: cvs update -d
1.19      harris41   92: </tt>
1.17      harris41   93: </font>
                     94: </p>
                     95: <p>
1.19      harris41   96: The <tt>cvs update</tt> command creates output
                     97: as it updates your CVS source tree.  Common flags are
                     98: 'U' and 'P'; they indicate that a file in your
                     99: <tt>loncapa</tt> directory is now updated with
                    100: changes made by another programmer.
                    101: </p>
                    102: <p>
1.17      harris41  103: <font color="#880000">
1.19      harris41  104: <tt>`U FILE'</tt></font></p>
                    105: <blockquote><font color="#880000">
                    106: The file was brought up to date in your <tt>loncapa</tt>.
                    107: <br />'U' is done for:
                    108: <br />* any file that exists in the repository but not in your source, and
                    109: <br />* files that you have not changed but are not the most recent versions
                    110: available in the repository.
                    111: <br />The network behavior of 'U' is that the entire new file is uploaded
                    112: from the CVS server.
                    113: </font></blockquote>
                    114: <p><font color="#880000"><tt>
1.17      harris41  115: `P FILE'
1.19      harris41  116: </tt></font></p>
                    117: <blockquote><font color="#880000">
                    118: Like `U', but the CVS server sends a patch instead of an entire file.
                    119: </font></blockquote>
                    120: <p>
                    121: 'U' and 'P' essentially accomplish the same thing, just in
                    122: different ways.
1.17      harris41  123: </p>
                    124: <p>
1.19      harris41  125: Usually, when you do not <tt>cvs commit</tt> your code changes,
                    126: the <tt>update</tt> command will tell you that you have modified
1.17      harris41  127: your file with the 'M' flag.
1.19      harris41  128: </p>
                    129: <p><font color="#880000"><tt>
1.17      harris41  130: `M FILE'
1.19      harris41  131: </tt></font></p>
                    132: <blockquote><font color="#880000">
                    133:      The file is modified in your working <tt>loncapa</tt> directory.
                    134:      This is probably based on changes you made and have not yet
                    135:      "cvs commit"-ed.
                    136: </font></blockquote>
                    137: <p>
1.17      harris41  138: Sometimes, it will occur that:
1.19      harris41  139: </p>
1.17      harris41  140: <ul>
                    141: <li>you have modified a file and not yet committed it</li>
                    142: <li>someone else *has* modified a file and *has* committed it</li>
                    143: </ul>
1.19      harris41  144: <p>
1.17      harris41  145: Generally speaking, this is <strong>your</strong> fault.  It is your
                    146: responsibility to resolve conflicts.  <tt>cvs update</tt> informs
                    147: you of a conflict with the 'C' flag.
1.19      harris41  148: </p>
                    149: <p><font color="#880000"><tt>
1.17      harris41  150: `C FILE'
1.19      harris41  151: </tt></font></p>
                    152: <blockquote><font color="#880000">
1.17      harris41  153:      A conflict was detected while trying to merge your changes to FILE
                    154:      with changes from the source repository.
1.19      harris41  155: </font></blockquote>
                    156: <p>
1.17      harris41  157: You will need to open the file and examine it; CVS will have added in
                    158: markup tags like "&lt;&lt;&lt;&lt;&lt;&lt;" to tell you about the merging
                    159: conflicts.  (Sometimes, CVS will intelligently merge in other changes and
                    160: give you the 'M' flag, but many times you will have to manually edit
                    161: the file as just described.)
                    162: </p>
                    163: </li>
                    164: <li><a name="cvssave" />
                    165:     <h3>Using CVS: Saving files (cvs commit)</h3>
                    166: <p>
                    167: <tt>cvs commit</tt> works to submit changes to an <strong>existing</strong>
                    168: file within the repository.  If a file does not currently exist, then you
                    169: will first need to <tt>cvs add</tt> it as described in the following
                    170: section.
                    171: </p>
1.19      harris41  172: Running the <tt>cvs commit</tt> command without additional arguments will
                    173: commit all of your changes within the current directory and subdirectories.
                    174: <p><font color="#008800"><tt>
1.17      harris41  175: cvs commit
1.19      harris41  176: </tt></font></p>
1.17      harris41  177: <p>
                    178: A more precise approach to using <tt>cvs commit</tt> is to pass it specific
                    179: file names.  (Usually you should do this.)
1.19      harris41  180: </p>
                    181: <p><font color="#008800"><tt>
1.17      harris41  182: cvs commit FILENAME
1.19      harris41  183: </tt></font></p>
1.17      harris41  184: <p>
1.19      harris41  185: Note that CVS typically invokes the
                    186: <a href="http://www.eng.hawaii.edu/Tutor/vi.html">vi</a> editor and solicits
                    187: comments about your latest changes to the software.   Your comments should be
1.23      raeburn   188: descriptive and informative.  For example:
1.19      harris41  189: </p>
1.17      harris41  190: <ul>
1.23      raeburn   191: <li><strong>BAD</strong> - "saving my work"</li>
1.17      harris41  192: <li><strong>GOOD</strong> - "implemented syntax checking of perl scripts
                    193: with -c flag"</li>
                    194: </ul>
                    195: </li>
                    196: <li><a name="cvsadd" />
                    197:     <h3>Using CVS: Adding files (cvs add)</h3>
1.19      harris41  198: <p><font color="#008800"><tt>
1.17      harris41  199: cvs add FILENAME
1.19      harris41  200: </tt></font></p>
1.17      harris41  201: <p>
                    202: Then you can run <tt>cvs commit FILENAME</tt> and this file will
                    203: become an "official" part of LON-CAPA.
                    204: </p>
                    205: </li>
                    206: <li><a name="cvsadddir" />
                    207:     <h3>Using CVS: Adding directories (cvs add/import)</h3>
1.19      harris41  208: <p><font color="#008800"><tt>
1.17      harris41  209: cvs add DIRECTORYNAME
1.19      harris41  210: </tt></font></p>
1.17      harris41  211: <p>
                    212: There is no need to run <tt>cvs commit</tt>.  Directories immediately
                    213: become part of the LON-CAPA CVS source tree by only using the <tt>cvs add</tt>
                    214: command.
                    215: </p>
1.19      harris41  216: <p>
                    217: You should not ordinarily need to use the <tt>cvs import</tt> command.
                    218: If misused, <tt>cvs import</tt> can lead to the loss of code within
                    219: the repository.
                    220: </p>
1.17      harris41  221: </li>
                    222: <li><a name="cvsnotsure" />
                    223:     <h3>Using CVS: What to do when you're not sure about your files
                    224:         (cvs update -d)</h3>
                    225: <p>
1.19      harris41  226: Once in a while, multiple programmers may be working on the
1.17      harris41  227: same file.  Most conflicts are avoidable if everybody regularly
                    228: <strong>commits</strong> their changes AND if everybody
                    229: regularly <strong>updates</strong> the CVS source tree they are working on.
                    230: </p>
                    231: <p>
1.19      harris41  232: If you are absent from programming for a few days, and
1.17      harris41  233: <strong>fail</strong> to run <tt>cvs update -d</tt> on your CVS source
                    234: repository, you have only yourself to blame if you find yourself writing
                    235: code in a file that is not up-to-date.
                    236: </p>
                    237: </li>
1.19      harris41  238: </ul></li>
1.17      harris41  239: <li><a name="makeHTML" />
1.19      harris41  240:     <h2>Viewing the software (make HTML)</h2>
                    241: <p>
1.17      harris41  242: <strong>Commands</strong>
1.19      harris41  243: </p>
                    244: <p><font color="#008800"><tt>
                    245: cd loncom/build<br />
                    246: rm -Rf HTML <i>(or alternatively, "make clean")</i><br />
                    247: make HTML<br />
                    248: cd HTML<br />
                    249: <i>(look at the index.html file with a web browser such as Netscape)</i>
                    250: </tt></font></p>
                    251: <p>
1.17      harris41  252: <strong>General description of what happens</strong>
1.19      harris41  253: </p>
1.17      harris41  254: <p>
1.6       harris41  255: This is the actual make target code.
1.19      harris41  256: </p>
1.17      harris41  257: <pre>
1.6       harris41  258: <!-- LONCAPA MAKETARGET=HTML START -->
                    259: HTML:
1.17      harris41  260: 	install -d HTML
                    261: 	cp $(SOURCE)/doc/loncapafiles/*.gif HTML
                    262: 	cat $(SOURCE)/doc/loncapafiles/loncapafiles.lpml | \
                    263: 	perl lpml_parse.pl html development default "$(SOURCE)" '$(TARGET)' \
                    264: 	> HTML/index.html
1.6       harris41  265: <!-- LONCAPA MAKETARGET=HTML END -->
1.17      harris41  266: </pre>
1.19      harris41  267: <p>
1.7       harris41  268: What basically happens is that specially marked-up data in the LON-CAPA
1.19      harris41  269: cvs repository file <tt>doc/loncapafiles/loncapafiles.lpml</tt> is parsed
                    270: into a more viewable format by <tt>loncom/build/lpml_parse.pl</tt>.  The
                    271: resulting file gives a very well organized view of all the files, directories,
1.7       harris41  272: links, ownerships, permissions, and brief documentation of what each
                    273: file does.
1.17      harris41  274: </p>
1.19      harris41  275: </li>
1.17      harris41  276: <li><a name="makebuild" />
                    277:     <h2>Compiling the software (make build)</h2>
                    278: <strong>Commands</strong>
1.19      harris41  279: <p><font color="#008800"><tt>
1.8       harris41  280: cd loncom/build
1.19      harris41  281: <br />make build
                    282: </tt></font></p>
1.17      harris41  283: <p>
                    284: <strong>General description of what happens</strong>
                    285: </p>
                    286: <p>
1.8       harris41  287: This is the actual make target code.
1.19      harris41  288: </p>
1.17      harris41  289: <pre>
1.13      harris41  290: <!-- LONCAPA MAKETARGET=build START -->
1.17      harris41  291: build: Makefile.build pod2html.sh pod2man.sh
                    292: 	echo -n "" > WARNINGS
                    293: 	make -f Makefile.build all
                    294: 	make warningnote
                    295: 
                    296: Makefile.build: $(SOURCE)/doc/loncapafiles/loncapafiles.lpml lpml_parse.pl
                    297: 	cat $(SOURCE)/doc/loncapafiles/loncapafiles.lpml | \
                    298: 	perl lpml_parse.pl build $(CATEGORY) $(DIST) "$(SOURCE)" "$(TARGET)" \
                    299: 	> Makefile.build
1.13      harris41  300: <!-- LONCAPA MAKETARGET=build END -->
1.17      harris41  301: </pre>
1.19      harris41  302: <p>
1.17      harris41  303: <tt>loncom/build/lpml_parse.pl</tt> reads in all the build information out
                    304: of <tt>doc/loncapafiles/loncapafiles.lpml</tt>.  A new Makefile named
                    305: <tt>loncom/build/Makefile.build</tt> is dynamically constructed.
1.19      harris41  306: This dynamically generated Makefile is then used to build and compile
                    307: all the software targets from source.  This can take several minutes
                    308: (it depends on the speed of the machine you compile with).
1.17      harris41  309: </p>
1.19      harris41  310: <p>
1.17      harris41  311: <strong>Example</strong>
1.19      harris41  312: </p>
1.17      harris41  313: <p>
                    314: Here is information for one file <tt>tth.so</tt> provided in
                    315: <tt>doc/loncapafiles/loncapafiles.lpml</tt>.
1.19      harris41  316: </p>
1.17      harris41  317: <pre>
                    318: &lt;file&gt;
                    319: &lt;source&gt;loncom/homework/caparesponse/capa.so&lt;/source&gt;
                    320: &lt;target dist='default'&gt;usr/lib/perl5/site_perl/5.005/capa.so&lt;/target&gt;
                    321: &lt;target dist='redhat7 redhat7.1'&gt;usr/lib/perl5/site_perl/5.6.0/capa.so&lt;/target&gt;
                    322: &lt;categoryname&gt;system file&lt;/categoryname&gt;
                    323: &lt;description&gt;
                    324: shared library file for dynamic loading and unloading
                    325: &lt;/description&gt;
                    326: &lt;build trigger='always run'&gt;
                    327: loncom/homework/caparesponse/commands
                    328: &lt;/build&gt;
                    329: &lt;dependencies&gt;
                    330: caparesponse.c;
                    331: caparesponse.pm;
                    332: README;
                    333: Makefile.PL;
                    334: capa.i;
                    335: commands
                    336: &lt;/dependencies&gt;
                    337: &lt;/file&gt;
                    338: </pre>
1.19      harris41  339: <p>
1.17      harris41  340: <tt>loncom/build/lpml_parse.pl</tt> sees the <b>build</b> tags and sets up
                    341: a dynamic file <tt>Makefile.build</tt> to run the command inside the
                    342: <b>build</b> tags.  The files listed inside the <b>dependencies</b> tags
                    343: are included in the <tt>Makefile.build</tt> so as to determine whether
                    344: or not there is a need to compile.
                    345: </p>
                    346: <p>
                    347: Here is an example of a dynamically generated <tt>Makefile.build</tt>
                    348: that builds two LON-CAPA files (one of which is <tt>tth.so</tt>).
1.19      harris41  349: </p>
1.17      harris41  350: <pre>
1.8       harris41  351: all: ../homework/caparesponse/capa.so ../modules/TexConvert/tthperl/tth.so 
                    352: 
1.17      harris41  353: ../homework/caparesponse/capa.so:  ../homework/caparesponse/caparesponse.c ../homework/caparesponse/caparesponse.pm alwaysrun
1.8       harris41  354:         cd ../homework/caparesponse/; sh ./commands
                    355: 
1.17      harris41  356: ../modules/TexConvert/tthperl/tth.so:  ../modules/TexConvert/tthperl/../tthdynamic/tthfunc.c ../modules/TexConvert/tthperl/../ttmdynamic/ttmfunc.c
1.8       harris41  357:         cd ../modules/TexConvert/tthperl/; sh ./commands
                    358: 
                    359: alwaysrun:
1.17      harris41  360: </pre>
                    361: </li><li><a name="loncapafiles" />
1.19      harris41  362:     <h2>Adding/removing files from the LON-CAPA installation
                    363:         (doc/loncapafiles/loncapafiles.html)</h2>
                    364: <p>
1.17      harris41  365: <strong>To add and remove (and alter)</strong>
1.19      harris41  366: </p>
1.17      harris41  367: <p>
1.11      harris41  368: All that you have to do to alter the behavior of the installation is
1.17      harris41  369: edit a single file (<tt>doc/loncapafiles/loncapafiles.lpml</tt>).
1.11      harris41  370: Adding, removing, and altering files requires proper attention
                    371: to the syntax of file format of course.
1.17      harris41  372: </p>
1.19      harris41  373: <p>
1.17      harris41  374: <strong>File Format</strong>
1.19      harris41  375: </p>
                    376: <p>
                    377: The preceding <a href="#makebuild">"make build"</a> documentation
1.17      harris41  378: gives an example of a <b>file</b> entry describing one particular file.
                    379: All data within <tt>loncapafiles.lpml</tt> is specified according
                    380: to markup tags.  The format and syntax of <tt>loncapafiles.lpml</tt>
1.11      harris41  381: is currently best described by the HTML documentation code at the beginning of
                    382: loncapafiles.html (as well as, by example, seeing how various
                    383: information is coded).  All in all, the syntax is quite simple.
1.17      harris41  384: </p>
1.19      harris41  385: <p>
1.17      harris41  386: <strong>Philosophy and notes (the thing nobody reads)</strong>
1.19      harris41  387: </p>
1.17      harris41  388: <p>
1.11      harris41  389: Packaging the software from CVS onto a machine file system requires many
                    390: things:
1.19      harris41  391: </p>
1.17      harris41  392: <ul>
                    393: <li>documenting every component of the software,</li>
                    394: <li>handling CVS <u>source</u> to file system <u>target</u> information,</li>
                    395: <li>handling (according to a hierarchical scheme of grouping) file
                    396: ownership and permissions,</li>
                    397: <li>handling (according to a hierarchical scheme of grouping) directory
                    398: ownership and permissions,</li>
                    399: <li>handling symbolic links,</li>
1.19      harris41  400: <li>providing for multiple options of installation targets (e.g. RedHat versus
                    401: Debian),</li>
1.17      harris41  402: <li>providing for different file ownerships and permissions to apply
                    403: to the same file,</li>
                    404: <li>allowing system software documentation to be automatically generated
                    405: (see information on <a href="#makeHTML">"make html"</a>),</li>
                    406: <li>providing information in an easily adjustable form as new demands
                    407: are made on the software packaging system,</li>
                    408: <li>providing software package information (for RPM),</li>
                    409: <li>having information in a format that allows for troubleshooting
                    410: the current status of the machine file system,</li>
                    411: <li>allow for changes to the structure of the CVS repository,</li>
                    412: <li>and something that is simple enough for any one to immediately work with,
1.19      harris41  413: without having to learn any specifics (or hidden traps) of complicated
                    414: Makefile's or a new macro language (m4?).</li>
1.17      harris41  415: </ul>
                    416: <p>
1.11      harris41  417: I looked into, and tried, different ways of accomplishing the above
                    418: including automake and recursive make.  The automake system seemed quite
                    419: complicated (and needlessly so in terms of this project since, by and large,
                    420: it works to coordinate many different types of build/compilation parameters
1.19      harris41  421: whereas we are more concerned with installation parameters).  The other
                    422: alternative, recursive make,
                    423: has significant deficiencies since not all the information
1.11      harris41  424: is kept in one place, and there are significant levels of dependency
                    425: between all the things that must be done to keep software packaging
                    426: up to date.  A particularly convincing article I found when looking into
                    427: much of this was
1.17      harris41  428: <a href="http://www.pcug.org.au/~millerp/rmch/recu-make-cons-harm.html">
1.19      harris41  429: "Recursive Make Considered Harmful" by Peter Miller</a>.  Other complications
                    430: were that, at the time, it was unclear as to what categories
1.11      harris41  431: of software files we had, and whether or not the directory structure
                    432: of CVS would remain constant.  With an ever-developing directory structure
                    433: to CVS, I preferred to organize the information on a per-file basis
1.19      harris41  434: as opposed to a per-directory basis.
1.11      harris41  435: Additionally, a standard big Makefile assumes certain "normalcy" to
                    436: the directory structure of different potential operating system directories
                    437: (RedHat vs. Debian).
1.17      harris41  438: </p>
                    439: <p>
1.19      harris41  440: If you take time to look at <tt>loncapafiles.lpml</tt>
1.17      harris41  441: (and perhaps run the <a href="#makeHTML">make HTML</a> command)
1.11      harris41  442: you will find that the organizing information according to the markup
1.17      harris41  443: syntax in <tt>loncapafiles.lpml</tt> is simple.  Simple is good.
                    444: </p>
                    445: <p>
                    446: <tt>loncom/build/lpml_parse.pl</tt> is the script (invoked automatically
                    447: by the various targets in <tt>loncom/build/Makefile</tt>) that reads
                    448: <tt>doc/loncapafiles/loncapafiles.lpml</tt>.  <tt>lpml_parse.pl</tt>
1.11      harris41  449: is capable of reading and returning different types of information
1.17      harris41  450: from <tt>loncapafiles.lpml</tt> depending on how <tt>lpml_parse.pl</tt>
                    451: is invoked.  <tt>lpml_parse.pl</tt> has yet to have introduced new sources
1.11      harris41  452: of error, and has been tested in quite a number of ways.  As with
                    453: any parser however, I remain paranoid.
1.17      harris41  454: </p>
                    455: <p>
1.19      harris41  456: Finally, some notes on the development.
1.17      harris41  457: <tt>lpml_parse.pl</tt> is very fast and styled after a state-based SAX-like
1.19      harris41  458: approach.  I do eventually want to use a real XML/XSLT approach, however
                    459: I hesitate to make everyone everywhere install something like
                    460: <a href="http://search.cpan.org/search?dist=XML-Xalan">XML::Xalan</a>.
                    461: Also note that <tt>loncapafiles.lpml</tt> has a 
                    462: DTD (<tt>loncom/build/lpml.dtd</tt>) against which it is valid.
                    463: I would also like to use more ENTITY's inside <tt>lpml.dtd</tt> but currently
                    464: the perl XML modules available at CPAN do not digest complex ENTITY's that
                    465: well.
1.17      harris41  466: </p>
                    467: <p>
                    468: The <tt>lpml_parse.pl</tt>-<tt>loncapafiles.lpml</tt> 
1.19      harris41  469: combination has been highly efficient and error-free.
1.17      harris41  470: </p>
1.24    ! raeburn   471: </li>
        !           472: <li><a name="makeaboutVERSION" />
        !           473:     <h2>Updating files containing version number on your machine (make aboutVERSION)</h2>
        !           474: <strong>Commands</strong>
        !           475: <p><font color="#008800"><tt>
        !           476: cd loncom/build
        !           477: <br />make aboutVERSION
        !           478: </tt></font></p>
        !           479: <p>
        !           480: <strong>General description of what happens</strong>
        !           481: </p>
        !           482: <p>
        !           483: This is the actual make target code.
        !           484: </p>
        !           485: <pre>
        !           486: <!-- LONCAPA MAKETARGET=aboutVERSION START -->
        !           487: aboutVERSION:
        !           488:         cat $(SOURCE)/loncom/license/about.html | \
        !           489:         perl -e '$$d=`date +"%Y%m%d%H"`;chomp($$d);while(<>){s/(\<\!\-\- VERSION \-\-\>|\d+\.\d+\.CVS_HEAD\-\d{10})/$(SHOWVERSION)-$$d/; print;}' > \
        !           490:         $(SOURCE)/loncom/license/about.html.new
        !           491:         mv -v $(SOURCE)/loncom/license/about.html.new \
        !           492:         $(SOURCE)/loncom/license/about.html
        !           493:         cat $(SOURCE)/loncom/loncapa_apache.conf | \
        !           494:         perl -e '$$d=`date +"%Y%m%d%H"`;chomp($$d);while(<>){s/(\<\!\-\- VERSION \-\-\>|\d+\.\d+\.CVS_HEAD\-\d{10})/$(SHOWVERSION)-$$d/; print;}' > \
        !           495:         $(SOURCE)/loncom/loncapa_apache.conf.new
        !           496:         mv -v $(SOURCE)/loncom/loncapa_apache.conf.new \
        !           497:         $(SOURCE)/loncom/loncapa_apache.conf
        !           498: <!-- LONCAPA MAKETARGET=aboutVERSION END -->
        !           499: </pre>
        !           500: <p>
        !           501: The LON-CAPA Version number is updated in the following files:
        !           502: <ul>
        !           503: <li><tt>loncom/license/about.html</tt></li>
        !           504: <li><tt>loncom/loncapa_apache.conf</tt></li>
        !           505: </ul>
        !           506: </p>
        !           507: <p>
        !           508: Updating the version information in these files means that visitors to the static HTML page: "About LON-CAPA" on your server will see which version of LON-CAPA you are running.  The same information is also displayed on the dynamic log-in page generated by <tt>lonlogin.pm</tt>.  Furthermore, the version of LON-CAPA running on your server can determine which course roles may be selectable on that server, if a course contains resource(s) and/or parameter(s) which require a specific version (or newer) of LON-CAPA.  It is also possible for Domain Coordinators in another domain to configure their domain to limit hosting of sessions for users from their own domain to LON-CAPA servers in other domains which are running a specific LON-CAPA version (or newer).
        !           509: </p>
        !           510: <p> On a development server, i.e., one where LON-CAPA is built and installed from a CVS checkout, running make aboutVERSION will cause the version number to be set to something of the form: M.N.CVS_HEAD-YYYYMMDDHH, where M.N will be the version number of the next stable (major) release (e.g., if the current stable release is 3.1; the next release would be 3.2), and YYYYMMDDHH is the datestamp when make aboutVERSION was last run.  Note: make aboutVERSION will update the about.html and loncapa_apache.conf in the installation directory tree; it is not until <tt>make install</tt> is run that files served directly by the web server (or used for configuration) are updated with the versions in that tree.
        !           511: </p>
        !           512: </li>
        !           513: <li><a name="configversusnonconfig" />
1.17      harris41  514:     <h2>Configurable files versus non-configurable files</h2>
                    515: <p>
                    516: <strong>Machine-specific information is the difference</strong>
                    517: </p>
                    518: <p>
1.12      harris41  519: The current list of configurable files for the LON-CAPA system is
1.19      harris41  520: <tt>/etc/httpd/conf/loncapa.conf</tt>,
                    521: <tt>/etc/ntp.conf</tt>,
                    522: <tt>/etc/krb.conf</tt>,
                    523: <tt>/etc/ntp/step-tickers</tt>,
                    524: <tt>/home/httpd/html/res/adm/includes/copyright.tab</tt>,
                    525: <tt>/home/httpd/html/res/adm/includes/un_keyword.tab</tt>,
                    526: <tt>/home/httpd/hosts.tab</tt>, and
                    527: <tt>/home/httpd/spare.tab</tt>.
1.17      harris41  528: </p>
                    529: <p>
1.12      harris41  530: All of these configurable files contain machine-specific information.
1.19      harris41  531: For instance, the overall LON-CAPA system relies on unique host IDs such
1.12      harris41  532: as msua3, s1, s2, msul1, and 103a1 (specified as a "PerlSetVar lonHostID"
1.19      harris41  533: field within <tt>/etc/httpd/conf/loncapa.conf</tt>).
1.12      harris41  534: Non-configurable files simply do NOT have machine-specific information.
1.19      harris41  535: </p>
                    536: <p>
1.17      harris41  537: <strong>The impact on updating software</strong>
1.19      harris41  538: </p>
1.17      harris41  539: <p>
1.19      harris41  540: What this means in terms of software updating is that:
                    541: </p>
1.17      harris41  542: <ul>
                    543: <li>non-configurable files can be simply overwritten with newer versions
                    544: (without "anything" else to worry about),</li>
                    545: <li>and configurable files must follow these steps to be safely
1.19      harris41  546: overwritten:
1.17      harris41  547: <ol>
1.19      harris41  548: <li>have their machine-specific information saved,</li>
1.17      harris41  549: <li>be overwritten, and then</li>
1.19      harris41  550: <li>have their machine-specific information restored.</li>
1.17      harris41  551: </ol>
1.19      harris41  552: </li>
1.17      harris41  553: </ul>
1.19      harris41  554: </li>
1.17      harris41  555: <li><a name="makeinstall" />
                    556:     <h2>Updating the non-configurable files on your machine (make install)</h2>
                    557: <strong>Commands</strong>
1.19      harris41  558: <p><font color="#008800"><tt>
1.13      harris41  559: cd loncom/build
1.19      harris41  560: <br />make install
                    561: </tt></font></p>
1.17      harris41  562: <p>
                    563: <strong>General description of what happens</strong>
                    564: </p>
                    565: <p>
1.13      harris41  566: This is the actual make target code.
1.19      harris41  567: </p>
1.17      harris41  568: <pre>
1.13      harris41  569: <!-- LONCAPA MAKETARGET=install START -->
1.17      harris41  570: install: TEST_hosts_tab Makefile.install Makefile
                    571: 	echo -n "" > WARNINGS
                    572: 	make -f Makefile.install SOURCE="$(SOURCE)" TARGET="$(TARGET)" \
                    573: 	directories
                    574: 	make -f Makefile.install SOURCE="$(SOURCE)" TARGET="$(TARGET)" files
                    575: 	make -f Makefile.install SOURCE="$(SOURCE)" TARGET="$(TARGET)" links
                    576: 	make SOURCE="$(SOURCE)" TARGET="$(TARGET)" \
                    577: 	NORESTORECONF="$(NORESTORECONF)" configinstall
                    578: 	make postinstall
                    579: 	make warningnote
                    580: 	echo "You can run 'make test' to see if your system is ready to go!"
                    581: 
                    582: Makefile.install: $(SOURCE)/doc/loncapafiles/loncapafiles.lpml lpml_parse.pl
                    583: 	cat $(SOURCE)/doc/loncapafiles/loncapafiles.lpml | \
                    584: 	perl lpml_parse.pl install $(CATEGORY) $(DIST) "$(SOURCE)" \
                    585: 	"$(TARGET)" > Makefile.install
1.13      harris41  586: <!-- LONCAPA MAKETARGET=install END -->
1.17      harris41  587: </pre>
1.19      harris41  588: <p>
                    589: For safety reasons (so as to preserve a machine's configuration),
1.13      harris41  590: configuration files are NOT installed during this step.  This means
1.19      harris41  591: that files such as <tt>/etc/httpd/conf/loncapa.conf</tt>,
                    592: <tt>/home/httpd/html/res/adm/includes/copyright.tab</tt>, and
1.20      harris41  593: <tt>/home/httpd/spare.tab</tt> are not overwritten, but remain as old,
1.19      harris41  594: non-updated copies.  (To automatically update these files and save/restore
1.13      harris41  595: their encoded machine configuration, you must run "make configinstall").
1.17      harris41  596: </p>
1.19      harris41  597: </li>
1.17      harris41  598: <li><a name="makeconfiginstall" />
                    599:   <h2>Updating the configurable files on your machine (make configinstall)</h2>
                    600: <strong>Commands</strong>
1.19      harris41  601: <p><font color="#008800"><tt>
1.13      harris41  602: cd loncom/build
                    603: make configinstall
1.19      harris41  604: </tt></font></p>
                    605: <p>
1.17      harris41  606: <strong>General description of what happens</strong>
1.19      harris41  607: </p>
1.17      harris41  608: <p>
1.13      harris41  609: This is the actual make target code.
1.19      harris41  610: </p>
1.17      harris41  611: <pre>
1.13      harris41  612: <!-- LONCAPA MAKETARGET=configinstall START -->
1.18      harris41  613: configinstall: Makefile.configinstall
                    614: 	make -f Makefile.configinstall SOURCE="$(SOURCE)" TARGET="$(TARGET)" \
                    615: 	configfiles
                    616: 	if (test "0" = $(NORESTORECONF)); then \
                    617: 	perl loncaparestoreconfigurations suffix .lpmlnew; fi
                    618: 
                    619: Makefile.configinstall: $(SOURCE)/doc/loncapafiles/loncapafiles.lpml lpml_parse.pl
                    620: 	cat $(SOURCE)/doc/loncapafiles/loncapafiles.lpml | \
                    621: 	perl lpml_parse.pl configinstall $(CATEGORY) $(DIST) "$(SOURCE)" \
                    622: 	"$(TARGET)" > Makefile.configinstall
1.13      harris41  623: <!-- LONCAPA MAKETARGET=configinstall END -->
1.17      harris41  624: </pre>
1.19      harris41  625: <p>
1.13      harris41  626: Configuration files are installed during this step.  This means
1.19      harris41  627: that files such as <tt>/etc/httpd/conf/loncapa.conf</tt>,
                    628: <tt>/home/httpd/html/res/adm/includes/copyright.tab</tt>, and
                    629: <tt>/home/httpd/spare.tab</tt> are overwritten.  Before being overwritten,
1.13      harris41  630: a backup copy is made though.  Information is read out of these
                    631: backup copies and restored to the new files by the
1.17      harris41  632: <tt>loncaparestoreconfigurations</tt> script.  To ensure that
1.13      harris41  633: new file permissions and ownerships are installed, a final set of
1.17      harris41  634: <tt>chown</tt> and <tt>chmod</tt> commands are called for each of 
1.13      harris41  635: the configuration files.
1.17      harris41  636: </p>
                    637: <p>
                    638: <strong>For the truly paranoid</strong>
                    639: </p>
                    640: <p>
1.13      harris41  641: If you are truly paranoid, you can just make the
1.17      harris41  642: <tt>Makefile.configinstall</tt> file and then save, copy,
1.13      harris41  643: and restore all the configuration values yourself.
1.17      harris41  644: <tt>loncaparestoreconfigurations</tt> is pretty smart though, has yet to
1.19      harris41  645: fail, and besides, when needed, backup copies are made.
1.17      harris41  646: </p>
1.18      harris41  647: </li><li><a name="makeRPM" />
1.17      harris41  648:     <h2>Building RPMs (make RPM)</h2>
1.18      harris41  649: <p>
1.19      harris41  650: LON-CAPA is currently installed through "intelligent tarballs".
                    651: What I am describing now is part of an earlier (and perhaps future) effort
                    652: involving RPMs.
1.17      harris41  653: </p>
                    654: <p>
1.19      harris41  655: <strong>Commands</strong>
1.17      harris41  656: </p>
1.19      harris41  657: <p><font color="#008800"><tt>
                    658: cd loncom/build<br />
                    659: rm -Rf BinaryRoot <i>(or alternatively, "make clean")</i><br />
                    660: make RPM<br />
                    661: <i>(to subsequently install, you can type commands like
                    662: "rpm -Uvh --force LON-CAPA-base-3.1-1.i386.rpm")</i>
                    663: </tt></font></p>
1.17      harris41  664: <p>
                    665: <strong>Configuration files</strong>
                    666: </p>
                    667: <p>
1.13      harris41  668: Configuration files are automatically saved with the file suffix
1.19      harris41  669: ".rpmsave".  So <tt>/etc/httpd/conf/loncapa.conf</tt> is saved as 
                    670: <tt>/etc/httpd/conf/loncapa.conf.rpmsave</tt>.
                    671: The <tt>loncaparestoreconfigurations</tt> script should work to restore
                    672: configurations in this case.  However, please note that if you install an RPM
                    673: twice without restoring your configuration, you will overwrite the
1.13      harris41  674: ".rpmsave" files.
1.17      harris41  675: </p>
                    676: <p>
                    677: <strong>General description of what happens</strong>
                    678: </p>
                    679: <p>
1.13      harris41  680: This is the actual make target code.
1.19      harris41  681: </p>
1.17      harris41  682: <pre>
1.13      harris41  683: <!-- LONCAPA MAKETARGET=RPM START -->
1.17      harris41  684: RPM: BinaryRoot base_rpm_file_list
                    685: 	cat $(SOURCE)/doc/loncapafiles/loncapafiles.lpml | \
                    686: 	perl lpml_parse.pl make_rpm $(CATEGORY) $(DIST) $(SOURCE) $(TARGET) \
                    687: 	> base_customizerpm.xml
1.21      harris41  688: 	cat base_rpm_file_list.txt | perl make_rpm.pl base 3.2 1 '' '' \
1.17      harris41  689: 	BinaryRoot base_customizerpm.xml
                    690: 
                    691: BinaryRoot: base_rpm_file_list
                    692: 	make TARGET='BinaryRoot' NORESTORECONF='1' install
1.13      harris41  693: 
1.17      harris41  694: base_rpm_file_list:
                    695: 	cat $(SOURCE)/doc/loncapafiles/loncapafiles.lpml | \
                    696: 	perl lpml_parse.pl rpm_file_list $(CATEGORY) $(DIST) $(SOURCE) \
                    697: 	'BinaryRoot' | sort > base_rpm_file_list.txt
1.16      harris41  698: <!-- LONCAPA MAKETARGET=RPM END -->
1.17      harris41  699: </pre>
1.19      harris41  700: <p>
1.17      harris41  701: A <tt>BinaryRoot</tt> directory is generated that reflects the locations,
1.13      harris41  702: ownerships, permissions, and contents for all the CVS source
                    703: files, compiled binaries, directories, and links as they should eventually
                    704: occur on the '/' filesystem location.
1.17      harris41  705: </p>
                    706: <p>
1.19      harris41  707: <tt>loncom/build/make_rpm.pl</tt> (also available at
                    708: <a href="http://www.cpan.org">CPAN</a>) is robust (tested over the
1.13      harris41  709: span of months) and, unlike other automated RPM-builders, cleanly
                    710: builds new RPMs without any after-effect of temporary files left
1.19      harris41  711: on the system.  The generated RPM is labeled in the format
1.21      harris41  712: LON-CAPA-base-(VERSION)-(RELEASE).i386.  VERSION is specified inside the
1.19      harris41  713: Makefile.
1.17      harris41  714: </p>
1.18      harris41  715: </li>
1.17      harris41  716: </ol>
                    717: </body>
                    718: </html>
1.12      harris41  719: 
                    720: 
                    721: 

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