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1<!-- $Id$ -->
2
3<chapter>
4  <title id="installation">Installation</title>
5 
6  <para>Last modified on $Date$</para>
7 
8  <para>
9    Before being able to use <application>PyKota</application>, you have of course to
10    install it first. But before installing, you must carefully plan your installation.
11  </para>
12 
13  <para>
14    First you have to determine which machine will be the <application>PyKota</application>
15    <firstterm>Storage Server</firstterm>. The Storage Server is the host responsible
16    for keeping a centralized database of print usage for all your printers, users and groups.
17  </para>
18 
19  <para>
20    Then you have to list all the <firstterm>Print Servers</firstterm> for which
21    you plan to use <firstterm>print quota</firstterm> facilities.
22  </para>
23 
24  <para>
25    Finally you have to download <application>PyKota</application>'s latest version
26    or buy an official package, from
27    <ulink url="http://www.librelogiciel.com/software/">http://www.librelogiciel.com/software/</ulink>.
28    If you've just bought an official package, then as soon as you've receive it you
29    have to decompress and visit its archive, to do so just type the following commands :
30    <screen>
31jerome@nordine:~$ tar -zxf pykota-1.22_official.tar.gz   
32jerome@nordine:~$ cd pykota-1.22_official
33jerome@nordine:~/pykota-1.22_official$
34    </screen>
35  </para>
36 
37  <para>
38    You can see many files in this directory, the first ones to read are <filename>README</filename>,
39    then <filename>COPYING</filename> and <filename>LICENSE</filename>. They will give you
40    basic installation instructions and explain the licensing terms under which
41    <application>PyKota</application> is distributed. Of course they are also mostly
42    boring to read ! Detailed installation and operating instructions are defined
43    in the <filename>./docs</filename> directory, in the form of <acronym>SGML</acronym>
44    documentation in the <ulink url="http://www.docbook.org">DocBook</ulink> format.
45    You have to compile these files into readable documentation like the <acronym>HTML</acronym>
46    or <acronym>PDF</acronym> formats, or buy an official <application>PyKota</application> package
47    which already contains these compiled forms of the documentation. Of course you already
48    know this because that's what you are currently reading !
49  </para>
50 
51  <para>
52    Now we will see what has to be done on each of the servers we are planning to use.
53    <note>
54      <title>Note</title>
55      <para>
56        Of course, depending on the size of your network, you may very well
57        use the same machine as both a Print Server and a Storage Server.
58        This is especially the case if you've got only one server.
59      </para>
60    </note> 
61  </para>
62 
63  <sect1>
64    <title>Storage Server Installation</title>
65   
66    <para>
67      Depending on <application>PyKota</application>'s version number, different
68      types of storage backends may be supported, so we will see for each one of
69      them how to configure it.
70    </para>
71   
72    <sect2>
73      <title>PostgreSQL</title>
74     
75      <para>
76        <application>PostgreSQL</application> is an <firstterm>Object Relationnal DataBase
77        Management System</firstterm> distributed under a <firstterm>Free Software</firstterm>
78        license from the
79        <ulink url="http://www.postgresql.org">http://www.postgresql.org</ulink>
80        web site. It certainely is the free <acronym>RDBMS</acronym> which has the most advanced
81        features, and is widely used all over the world.
82      </para>
83     
84      <para>
85        To configure your Storage Server, you must have PostgreSQL already working.
86        The complete installation of <application>PostgreSQL</application> is not covered by
87        the present manual, please refer to your system's documentation or to
88        <ulink url="http://www.postgresql.org">http://www.postgresql.org</ulink> for
89        details.
90      </para>
91     
92      <para>
93        One thing you have to check, though, is that every Print Server on which you
94        want to install the print quota mechanism, must be able to connect to the
95        <application>PostgreSQL</application> server. In the default installation of
96        <application>PostgreSQL</application> this may not be the case for security reasons, except if both
97        servers are in fact the same machine. In any case, it is recommended that you
98        check the <filename>/etc/postgresql/pg_hba.conf</filename> file and modify it if
99        needed. This file is self documented and its modification is straightforward.
100        You also have to make sure that <application>PostgreSQL</application> accepts <acronym>TCP/IP</acronym> connections.
101        To do so you either have to launch it with the <option>-i</option> option or
102        modify the <filename>/etc/postgresql/postgresql.conf</filename> file, which is
103        self documented and easy to modify too. Allowing <acronym>TCP/IP</acronym> connections
104        is not necessary though if your Quota Storage Server and your Print Server are
105        the very same host.
106      </para> 
107     
108      <para>
109        Here's an excerpt from a <filename>pg_hba.conf</filename> file. This one rejects all
110        connections to PyKota's database excepted when made from the same host by <application>PostgreSQL</application> users
111        <literal>pykotauser</literal> or <literal>pykotaadmin</literal> with the correct password.
112<screen>        
113        local all    postgres                              ident sameuser
114        local all    all                                   reject
115        host  pykota pykotauser  127.0.0.1 255.255.255.255 crypt
116        host  pykota pykotaadmin 127.0.0.1 255.255.255.255 crypt
117        host  pykota all         127.0.0.1 255.255.255.255 reject
118</screen>
119     </para>
120     
121     <para>
122        Of course if your print server and your database servers have different <acronym>IP</acronym>
123        addresses, you have to replace the <literal>127.0.0.1</literal> address above with your print
124        server's <acronym>IP</acronym> address. As an alternative, you could still keep these
125        lines and add similar lines with other <acronym>IP</acronym> addresses if you have several
126        print servers for which you want a single centralized database.
127        <tip>
128          <title>Tip</title>
129          <para>
130            Don't forget to restart <application>PostgreSQL</application> if you modify
131            any of its configuration files, in order for the changes to take effect.
132          </para>
133        </tip> 
134      </para>
135     
136      <para>
137        Be careful, you may be unable to connect from a Print Server to the <application>PostgreSQL</application>
138        server even if the configuration is correct. Sometimes your connections may be blocked by
139        one or more network firewalls along the route from one machine to the other. If this
140        is the case, then the best thing you can do is to ask your <firstterm>Network Administrator</firstterm>
141        to not filter the IP port used by <application>PostgreSQL</application>, which is
142        usually port <literal>5432/tcp</literal>.
143        <note>
144          <title>Note</title>
145          <para>
146            The TCP/IP network port used by PostgreSQL may be different. When in doubt, ask your
147            <firstterm>System Administrator</firstterm> for the correct value.
148          </para>
149        </note> 
150      </para>
151     
152      <para>
153        Now that your <application>PostgreSQL</application> server is up and running, and
154        is waiting for your connections, you have to create the Quota Storage DataBase.
155        To do so, you'll have to feed <application>PostgreSQL</application> with the
156        <filename>pykota-1.22/initscripts/postgresql/pykota-postgresql.sql</filename> file.
157        This file will create a Quota DataBase administrator in the <application>PostgreSQL</application> system, then create an empty
158        Quota DataBase and set some permissions on it. The Quota DataBase administrator
159        is the <application>PostgreSQL</application>'s user used to manage the Quota database.
160        The Quota DataBase Administrator is not present in the Quota Database
161        itself, he is only defined in <application>PostgreSQL</application> and don't
162        have to exist on any system, nor in the Quota DataBase. His default name
163        is <literal>pykotaadmin</literal>.
164        A Quota Storage read-only user is also created under the name of <literal>pykotauser</literal>.
165        This read-only user is used by <application>PyKota</application> to connect to the
166        Quota Storage when an user who is not a <application>PyKota</application> administrator
167        <footnote><para>a <application>PyKota</application> administrator is an user who can read the <filename>~pykota/pykotadmin.conf</filename> file.</para></footnote>
168        launches a pykota command. This prevents normal
169        users from being able to modify their own, or other users', quota information.
170        The database which will be created will be named <literal>pykota</literal> by default.
171        <note>
172          <title>Note</title>
173          <para>
174            You can choose other names if you want, just modify the
175            <filename>initscripts/postgresql/pykota-postgresql.sql</filename> file
176            accordingly, and report your changes into <application>PyKota</application>'s
177            configuration files.
178          </para>
179        </note> 
180      </para>
181     
182      <para>
183        To run this script, you can use the <command>psql</command> frontend to
184        <application>PostgreSQL</application>, but your priviledges must be sufficient
185        to be allowed to create users and databases. You can launch <command>psql</command>
186        as the <literal>postgres</literal> user which is <application>PostgreSQL</application>'s
187        default administrator, and connect to the default database named <literal>template1</literal>.
188        From a command line interpreter (i.e. shell), type the following commands :
189        <screen>
190jerome@nordine:~$ cd pykota-1.22_official/initscripts/postgresql
191jerome@nordine:~/pykota-1.22_official/initscripts$ psql -h localhost -U postgres template1
192Welcome to psql, the PostgreSQL interactive terminal.
193
194Type:  \copyright for distribution terms
195       \h for help with SQL commands
196       \? for help on internal slash commands
197       \g or terminate with semicolon to execute query
198       \q to quit
199
200template1=# \i pykota-postgresql.sql
201            ... a lot of output lines
202pykota=#       
203        </screen>
204        <note>
205          <title>Note</title>
206          <para>
207            If you use RPM or DEB packages, usually the
208            <filename>pykota-postgresql.sql</filename> file gets installed into the
209            <filename>/usr/share/pykota/postgresql</filename> directory, along
210            with a README file.
211          </para>
212        </note> 
213      </para>
214     
215      <para>
216        For security reasons, you may want to set passwords in
217        <application>PostgreSQL</application> for the
218        <literal>pykotaadmin</literal> and <literal>pykotauser</literal> users.
219        Otherwise any user able to connect to
220        <application>PostgreSQL</application> on your Quota Storage Server
221        could connect to the quota database, and either see it, or even modify it without problem.
222      </para>
223     
224      <para>
225        To do so, just type the following lines while still being at the <command>psql</command>
226        prompt (replace the password values by your own, and do the same for the <literal>pykotauser</literal> user) :
227        <screen>
228pykota=# ALTER USER pykotaadmin PASSWORD 'somepassword';
229ALTER USER
230pykota=# \q
231jerome@nordine:~/pykota-1.22_official/initscripts/postgresql$
232        </screen>
233      </para>
234     
235      <para>
236        The <literal>\q</literal> command above will quit the <command>psql</command>
237        program and return you to the shell's command line prompt.
238      </para>
239     
240      <para>
241        To improve security further, you could encrypt your database connections, or
242        take any other step as needed. Please refer to <application>PostgreSQL</application>'s
243        documentation for details.
244        <warning>
245          <title>Warning</title>
246          <para>
247            Defining passwords may not be sufficient if your database access rule is
248            set to <literal>trust</literal> in the <filename>/etc/postgresql/pg_hba.conf</filename>.
249            Again, please refer to <application>PostgreSQL</application>'s documentation
250            for details. Also, passwords will fly unencrypted over the network by default,
251            so be sure to take any necessary step to secure your database server from
252            unauthorized use. This has nothing to do with <application>PyKota</application>
253            though, it is just a general rule to keep in mind.
254          </para>
255        </warning> 
256      </para>
257     
258      <para>
259        If no error occured, then your Quota DataBase is ready to be used.
260        Now you can let the Quota Storage Server alone, the remaining work
261        will have to be done on each one of the print servers which will
262        use this particular Quota Storage Server.
263        <tip>
264          <title>Tip</title>
265          <para>
266            If an error occured, maybe your PostgreSQL version is too old, or
267            an unexpected problem (like a bug) happened. Please contact us via email so that we
268            can try to fix the problem. Thanks in advance.
269          </para>
270        </tip> 
271      </para>
272     
273    </sect2> 
274   
275    <sect2>
276      <title>LDAP</title>
277     
278      <para>
279        Any <acronym>LDAP</acronym> server, and particularly <application>OpenLDAP</application>, can be used
280        as a Quota Storage Backend.
281        Some other LDAP servers can be used, but this is currently untested in production.
282      </para>
283     
284      <para>
285        <application>OpenLDAP</application> is a Lightweight Directory Access Protocol server
286        implementation published as Free Software.
287        You can download it from <ulink url="http://www.openldap.org">http://www.openldap.org</ulink>.
288      </para>
289     
290      <para>
291        To use <application>OpenLDAP</application> as your Quota Storage Backend, you have to copy the
292        <filename>pykota/initscripts/ldap/pykota.schema</filename> into <application>OpenLDAP</application>'s
293        schemas directory.
294        Under Debian GNU/Linux, this is something like :
295        <screen>       
296$ cp pykota.schema /etc/ldap/schema
297        </screen>
298        <note>
299          <title>Note</title>
300          <para>
301            If you use RPM or DEB packages, the
302            <filename>pykota.schema</filename> file is usually installed into the
303            <filename>/usr/share/pykota/ldap</filename> directory, along
304            with a README file, and may also be installed automatically in
305            your <acronym>LDAP</acronym> server's schemas directory.
306          </para>
307        </note> 
308     </para>
309     <para>   
310       Then edit <filename>/etc/ldap/slapd.conf</filename> and add a line to   
311       include the PyKota schema. You should have something
312       like :
313       <screen>   
314# Schema and objectClass definitions
315include         /etc/ldap/schema/core.schema
316include         /etc/ldap/schema/cosine.schema
317include         /etc/ldap/schema/nis.schema
318include         /etc/ldap/schema/inetorgperson.schema
319include         /etc/ldap/schema/pykota.schema
320        </screen>       
321      </para>
322     
323      <para>
324        While this is not mandatory, it is recommended that you setup
325        some indexes for some often accessed PyKota attributes.
326        Here are the minimal indexes
327        lines you may want to put in <filename>slapd.conf</filename> :
328        <screen>
329# Indexes for PyKota
330index pykotaUserName pres,eq,sub
331index pykotaGroupName pres,eq,sub
332index pykotaPrinterName pres,eq,sub
333index pykotaBillingCode pres,eq,sub
334index pykotaLastJobIdent eq
335        </screen>
336      </para>
337     
338      <para>
339        Now you must ensure that the DNs you'll use to bind to   
340        your OpenLDAP server don't have search queries size limits,
341        which gives for example (OpenLDAP 2.1.x or above) :
342       
343<screen>        
344# No Limits for PyKota's administrator and read-only user
345limits dn="cn=RWadmin,dc=example,dc=com" size.soft=-1 size.hard=soft
346limits dn="cn=ROadmin,dc=example,dc=com" size.soft=-1 size.hard=soft
347</screen>       
348
349        Where RWadmin and ROadmin are the usernames used to bind to your
350        OpenLDAP server within PyKota, respectively in ReadWrite mode
351        (as set in pykotadmin.conf) and in ReadOnly mode (as set in pykota.conf).
352      </para>
353     
354      <para>
355        Finally, restart the <application>OpenLDAP</application> server :   
356        <screen>   
357$ /etc/init.d/slapd restart
358        </screen>
359      </para>
360     
361      <para>
362        With an <acronym>LDAP</acronym> backend, PyKota will need some branches
363        in your <acronym>LDAP</acronym> directory to put its own datas.
364        You can configure PyKota to either attach its datas to your existing
365        users and groups, or to put them in their own <literal>ou</literal>.
366        But some <literal>ou</literal>s dedicated to PyKota are needed in any case,
367        so the best bet may be to put all PyKota's datas below an <literal>ou=PyKota</literal>
368        branch. While this will separate these datas from your existing users and groups
369        entries, this may ease the maintainance.
370      </para>
371     
372      <para>
373        PyKota needs at least an <literal>ou</literal> for printers, for users quotas, for
374        groups quotas, for print jobs, for billing codes, and for pointers to the last job of each printer.
375        In the future, this last <literal>ou</literal> may disappear as its content
376        will probably be attached to each printer.
377      </para>
378     
379      <para>
380        Actually PyKota doesn't create these <literal>ou</literal>s for you, because it's
381        difficult to guess what is the best configuration for you. So you have to
382        create them by yourself, either directly with a text editor and the
383        <command>ldapadd</command> command, or with some specialized tool
384        like <command>gq</command>. You can look at the <filename>initscripts/ldap/pykota-sample.ldif</filename>
385        file to see which minimal branches are necessary.
386        <note>
387          <title>Note</title>
388          <para>
389            If you use RPM or DEB packages, usually the
390            <filename>pykota-sample.ldif</filename> file is installed into the
391            <filename>/usr/share/pykota/ldap</filename> directory, along
392            with a README file.
393          </para>
394        </note> 
395      </para>
396     
397      <para>
398        If no error occured, then your Quota DataBase is ready to be used.
399        Now you can let the Quota Storage Server alone, the remaining work
400        will have to be done on each one of the print servers which will
401        use this particular Quota Storage Server.
402        <tip>
403          <title>Tip</title>
404          <para>
405            If an error occured, maybe your OpenLDAP version is too old, or
406            an unexpected problem (like a bug) happened. Please contact us via email so that we
407            can try to fix the problem. Thanks in advance.
408          </para>
409        </tip> 
410      </para>
411    </sect2> 
412   
413    <sect2>
414      <title>MySQL</title>
415     
416      <para>
417        A <application>MySQL</application> Storage Backend is planned, but it actually
418        doesn't exist.
419      </para>
420    </sect2> 
421   
422    <sect2>
423      <title>Berkeley DB</title>
424     
425      <para>
426        A <application>Berkeley DB</application> Storage Backend is planned, but it actually
427        doesn't exist. It seems that remote storage won't be possible with such a backend,
428        so in other terms this means that you will have a different quota database on
429        each print server. This may still prove to be useful for small configurations.
430      </para>
431    </sect2> 
432  </sect1> 
433 
434  <sect1>
435    <title>Print Server Installation</title>
436   
437    <para>
438      For each Print Server on which you plan to implement the print quota
439      mechanism, you have, of course, to have an already working printing environment.
440      Currently <application>PyKota</application> works with
441      <ulink url="http://www.cups.org"><application>CUPS</application></ulink>
442      but older releases also supported <ulink url="http://lprng.sourceforge.net"><application>LPRng</application></ulink>.
443      <application>LPRng</application> support might be re-added in the future.
444    </para>
445   
446    <para>
447      Here's the list of software you have to install on each Print Server, version numbers
448      are given as an indication of which was successfully tested, but older versions may
449      work too.
450      <itemizedlist>
451        <listitem>
452          <para>
453            <application>CUPS</application> version 1.1.14 or above.
454            You can download it from <ulink url="http://www.cups.org">http://www.cups.org</ulink>
455          </para>
456        </listitem> 
457        <listitem>
458          <para>
459            <application>Python</application> version 2.1 or above.
460            You can download it from <ulink url="http://www.python.org">http://www.python.org</ulink>.
461            While <application>PyKota</application> itself will try to preserve compatibility
462            with <application>Python</application> version 2.1 for the near future, some <application>Python</application>
463            modules which are needed by <application>PyKota</application> may mandate the use of a more recent version
464            of this language.
465          </para>
466        </listitem> 
467        <listitem>
468          <para>
469            Quota Storage client libraries, depending on your Quota Storage Backend :
470            <itemizedlist>
471              <listitem>
472                <para>
473                  PostgreSQL backend :
474                  <itemizedlist>
475                    <listitem>
476                      <para>
477                        <application>PostgreSQL</application> client libraries. They must match the <application>PostgreSQL</application>
478                        version used on your Quota Storage Server.
479                      </para>
480                    </listitem> 
481                    <listitem>
482                      <para>
483                        The <application>PygreSQL</application> python module.
484                        It must have been compiled against the same
485                        <application>PostgreSQL</application> client libraries.
486                        <application>PygreSQL</application> is normally included in
487                        <application>PostgreSQL</application>, but you may want to
488                        download it from <ulink url="http://www.pygresql.org">http://www.pygresql.org</ulink>
489                      </para>
490                    </listitem> 
491                  </itemizedlist> 
492                </para>
493              </listitem> 
494              <listitem>
495                <para>
496                  OpenLDAP backend :
497                  <itemizedlist>
498                    <listitem>
499                      <para>
500                        <application>OpenLDAP</application> client libraries. They must match
501                        the <application>OpenLDAP</application> version used on your Quota Storage Server.
502                      </para>
503                    </listitem> 
504                    <listitem>
505                      <para>
506                        The <application>Python-LDAP</application> python module.
507                        It must have been compiled against the same
508                        <application>OpenLDAP</application> client libraries.
509                        You may download this module from <ulink url="http://python-ldap.sourceforge.net">http://python-ldap.sourceforge.net</ulink>
510                      </para>
511                    </listitem> 
512                  </itemizedlist>
513                </para>
514              </listitem>
515              <listitem>
516                <para>
517                  MySQL backend : Not supported yet.
518                </para>
519              </listitem>
520              <listitem>
521                <para>
522                  Berkeley DB backend : Not supported yet.
523                </para>
524              </listitem>
525            </itemizedlist> 
526          </para>
527        </listitem> 
528        <listitem>
529          <para>
530            <application>ucd-snmp</application> or <application>net-snmp</application> tools, version 4.2.5 or above. You only need
531            the <command>snmpget</command> command.
532            You can download this software from <ulink url="http://www.sourceforge.net/projects/net-snmp/">http://www.sourceforge.net/projects/net-snmp/</ulink>.
533            You only need this if you plan to query your printers for their internal page counter via SNMP.
534          </para>
535        </listitem> 
536        <listitem>
537          <para>
538            <application>netatalk</application> version 1.6.1 or above. You only need
539            the <command>pap</command> command.
540            You can download this software from <ulink url="http://netatalk.sourceforge.net/">http://netatalk.sourceforge.net/</ulink>.
541            You only need this if you plan to query your printers for their internal page counter via AppleTalk.
542          </para>
543        </listitem> 
544        <listitem>
545          <para>
546            eGenix' mxDateTime Python module version 2.0.3 or above. It must match your default Python version.
547            You can download it from <ulink url="http://www.egenix.com">http://www.egenix.com</ulink>.
548          </para>
549        </listitem> 
550        <listitem>
551          <para>
552            The Python acccelerator <application>Psyco</application>. It must match your default Python version.
553            You can download it from <ulink url="http://psyco.sourceforge.net">http://psyco.sourceforge.net</ulink>.
554            You only need this if you run on the <literal>x86</literal> architecture because
555            <application>Psyco</application> doesn't yet exist on other architectures.
556          </para>
557        </listitem> 
558        <listitem>
559          <para>
560            The <application>pysnmp</application> Python module version 3.4.2, 3.4.3 or 3.4.4 exclusively.
561            You can download it from <ulink url="http://pysnmp.sourceforge.net">http://pysnmp.sourceforge.net</ulink>.
562          </para>
563        </listitem> 
564        <listitem>
565          <para>
566            The <application>JAXML</application> Python module.
567            You can download it from <ulink url="http://www.librelogiciel.com/software/">http://www.librelogiciel.com/software/</ulink>.
568          </para>
569        </listitem> 
570        <listitem>
571          <para>
572            The <application>ReportLab</application> Toolkit Python module.
573            You can download it from <ulink url="http://www.reportlab.org">http://www.reportlab.org</ulink>.
574          </para>
575        </listitem> 
576        <listitem>
577          <para>
578            The <application>Python Imaging Library - PIL</application> module.
579            You can download it from <ulink url="http://www.pythonware.com">http://www.pythonware.com</ulink>.
580          </para>
581        </listitem> 
582        <listitem>
583          <para>
584            The <application>PyOSD</application> Python module.
585            You can download it from <ulink url="http://repose.cx/pyosd/">http://repose.cx/pyosd/</ulink>.
586          </para>
587        </listitem> 
588        <listitem>
589          <para>
590            The <application>pkpgcounter</application> Generic Page Description Language parser.
591            You can download it from <ulink url="http://www.librelogiciel.com/software/">http://www.librelogiciel.com/software/</ulink>.
592          </para>
593        </listitem> 
594      </itemizedlist> 
595    </para>
596   
597    <para>
598      Instead of downloading all these programs' sources and compiling them, which really
599      is a boring task considering that many software are needed, you may prefer to look
600      into the packages included with your GNU/Linux distribution of choice (if you use
601      this operating system of course). Most, if not all, GNU/Linux distributions include
602      all the software mentionned above, in the form of packages which are easier to
603      install than sources tarballs. This is probably the same for the many *BSD
604      distributions.
605    </para>
606   
607    <para>
608       You can check that all needed software is installed by launching the <command>checkdeps.py</command>
609       command :
610      <screen>     
611$ python checkdeps.py     
612      </screen>
613    </para>
614   
615    <para>
616      Once all these software are installed, installing PyKota itself is a breeze.
617      PyKota being written entirely in the Python language, which is interpreted,
618      there's no need to compile anything. You just have to execute the installation
619      script :
620      <screen>     
621$ python setup.py install     
622      </screen>
623    </para>
624   
625    <para>
626      The setup script will automatically create the
627      <filename>/usr/share/pykota/conf</filename> directory and put the sample
628      configuration files <filename>conf/pykota.conf.sample</filename> and
629      <filename>conf/pykotadmin.conf.sample</filename> there, along with
630      a <filename>README</filename> file explaining their purpose.
631    </para>
632   
633    <para>
634      Now you have to create a <literal>pykota</literal> system user and group. The <application>PyKota</application>
635      software will automatically search its configuration files in user <literal>pykota</literal>'s
636      home directory. For example we could create the user and group, and set <filename>/etc/pykota</filename>
637      as the home directory, but any other home directory will do :
638<screen>      
639    adduser --system --group --home /etc/pykota --gecos PyKota pykota
640</screen>
641    </para>
642   
643    <para>
644      You now have to copy the sample configuration files into the <filename>~pykota</filename>
645      directory, under the respective names <filename>pykota.conf</filename> and
646      <filename>pykotadmin.conf</filename>. Once copied there, you just
647      have to modify these files to adapt them to your own setup.
648      These files are heavily commented, so you should have no problem.
649      Also their format is quite common, because it's the one used by
650      <application>Samba</application> for example, or by <literal>.ini</literal>
651      files under <application>MS-Windows</application>, so you may already
652      be familiar with this syntax.
653      In a future release, this documentation will include the complete
654      reference for all configuration fields available. Keep in mind that
655      <application>PyKota</application> can be really heavily customized, and can delegate some work
656      to any external command of your choice.
657    </para>
658   
659    <para>
660      Please create a backup copy of the <filename>~pykota</filename>
661      directory before modifying a working installation.
662    </para>
663   
664    <para>
665      PyKota features some interesting possibilities which allow you to
666      define options either globally so that they apply to all printers,
667      or on a per printer basis. Please see the sample configuration files
668      to see what I mean. In the simplest form, only a <literal>[global]</literal> section is
669      needed. In more complex configurations, you will have to create
670      one section per printer. Each section in the configuration files
671      begins with a name between square brackets <literal>[]</literal>.
672      The name to use to define a particular printer section is the name
673      of the print queue on which you want to set quotas.
674    </para>
675   
676    <para>
677      After you have modified <application>PyKota</application>'s configuration files, you have to
678      double check their permissions, otherwise your installation may be
679      insecure or may not work at all.
680      The main configuration file <filename>~pykota/pykota.conf</filename>
681      doesn't contain much sensitive information, so it can be made
682      readable by anyone. If normal users read this file, at best they
683      will learn the username and optional password of the read-only
684      database user. This means that beside being allowed to read all the contents of
685      the quota database, they won't be allowed to modify or delete it.
686      On the other hand, the <filename>~pykota/pykotadmin.conf</filename>
687      file contains the read-write user's identity and password. You must then
688      ensure that no normal user can read this file. It should only be readable
689      by the <literal>root</literal> user, which is always the case, and by
690      <application>PyKota</application> administrators. In addition,
691      users for which <application>CUPS</application> doesn't run as user <literal>root</literal> will
692      have to ensure that the user their printing system is run as
693      can read both of these files. An easy way to do so is to put the <literal>lp</literal> user
694      (for example) into the <literal>pykota</literal> system group, then
695      to give the correct permissions to <application>PyKota</application>'s configuration files :
696      <screen>
697$ chown pykota.pykota ~pykota/pykota.conf     
698$ chmod 644 ~pykota/pykota.conf     
699$ chown pykota.pykota ~pykota/pykotadmin.conf     
700$ chmod 640 ~pykota/pykotadmin.conf     
701      </screen>
702     
703      <warning>
704        <title>Warning</title>
705        <para>
706          All the users allowed to read the <filename>~pykota/pykotadmin.conf</filename>
707          are considered to be <application>PyKota</application> administrators. So be
708          careful with these files permissions.
709        </para>
710      </warning>
711    </para>
712   
713    <para>
714      On some systems, you may be able to strenghten permissions like this :
715      <screen>
716$ chown pykota.pykota ~pykota/pykota.conf     
717$ chmod 640 ~pykota/pykota.conf     
718$ chown pykota.pykota ~pykota/pykotadmin.conf     
719$ chmod 600 ~pykota/pykotadmin.conf     
720      </screen>
721    </para>
722   
723    <para>
724      And on other ones, you may need to relax them, and change the files' owner :
725      <screen>
726$ chown lp.pykota ~pykota/pykota.conf     
727$ chmod 640 ~pykota/pykota.conf     
728$ chown lp.pykota ~pykota/pykotadmin.conf     
729$ chmod 640 ~pykota/pykotadmin.conf     
730      </screen>
731    </para>
732   
733    <para>
734      This all depends on the printing system you are using, and the user the
735      printing system is usually running as. You need to remember two things :
736     
737      <itemizedlist>
738        <listitem>
739          <para>
740            The user your printing system runs as MUST be allowed to read
741            both <application>PyKota</application>'s configuration files.
742          </para> 
743        </listitem> 
744        <listitem>       
745          <para>
746            Any user who can read <filename>pykotadmin.conf</filename>
747            is a <application>PyKota</application> administrator, and
748            can do whatever he wants to the print quota database.
749          </para>
750        </listitem>
751      </itemizedlist> 
752    </para>
753   
754    <para>
755      Don't forget to restart your print server sofware if you changed group membership for the user it runs
756      as, otherwise your change wouldn't be taken into account.
757    </para>
758   
759    <para>
760      Now depending on your printing system, the configuration to do is particular.
761      We will now see how to plug PyKota into your printing system.
762    </para>
763   
764    <sect2>
765      <title>With CUPS</title>
766     
767      <para>
768        From version 1.16alpha7 on, configuring <application>PyKota</application> to integrate
769        within <application>CUPS</application> is more than easy.
770      </para>
771     
772      <para>
773        You just have to create a symbolic link to the <command>cupspykota</command>
774        command in <application>CUPS</application>' backend directory :
775        <screen>       
776$ cd /usr/lib/cups/backend       
777$ ln -s /usr/share/pykota/cupspykota cupspykota
778        </screen>
779      </para>
780     
781      <para>
782        You have to restart <application>CUPS</application> for this modification to
783        take effect :
784        <screen>
785$ /etc/init.d/cupsys restart       
786        </screen>
787      </para>
788     
789      <para>
790        Now point your web browser to CUPS configuration page, usually at
791        <ulink url="http://localhost:631">http://localhost:631</ulink> on
792        your print server.
793      </para>
794     
795      <para>
796        Then when creating new printers or reconfiguring existing ones, just
797        choose devices which are <literal>PyKota managed</literal>
798        <footnote>
799          <para>
800            Debian 3.0 Woody is known to have problems : CUPS 1.1.14 doesn't automatically
801            detect <literal>PyKota managed</literal> devices. So you have to manually
802            modify CUPS' <filename>printers.conf</filename> file as explained in
803            PyKota's toplevel <filename>README</filename> file.
804          </para>
805        </footnote>
806        instead of
807        normal devices. You've got one <literal>PyKota managed</literal> device
808        for each regular device available from CUPS, so just choose the appropriate
809        one.
810      </para>
811     
812      <para>
813        Repeat the above procedure for each print queue on which you want to use
814        PyKota. That's all !
815      </para>
816     
817      <sect3>
818        <title>Troubleshooting</title>
819        <para>
820          In case of problem, the simplest way to solve it is currently
821          to ask on PyKota's mailing list, describing the symptoms, as
822          well as the hardware and software you use.
823          In a future release of this document, a section dedicated to
824          Frequently Asked Questions will be included.
825        </para>
826       
827        <para>
828          You can now also ask us questions on IRC :
829          <screen>
830/server irc.freenode.net         
831/join #pykota
832          </screen>
833        </para> 
834      </sect3> 
835     
836    </sect2>
837   
838  </sect1> 
839</chapter>
840
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