Chapter 3. Installation

Table of Contents

The simple way - Installation of pre-built packages
Installing the RPM on a SUSE Linux server
Installing OTRS on a CentOS system
Installing OTRS on a Debian system
Installing OTRS on a Ubuntu system
Installing OTRS on Microsoft Windows systems
Installation from source (Linux, Unix)
Preparing the installation from source
Installation of Perl modules
Configuring the Apache web server
Configuring the database
Setting up the cron jobs for OTRS
Upgrading the OTRS Framework
Upgrading Windows Installer
Upgrading Microsoft SQL Server Data Types

This chapter describes the installation and basic configuration of the central OTRS framework. It covers information on installing OTRS from source, or with a binary package such as an RPM or a Windows exectuable.

Topics covered here include configuration of the web and database servers, the interface between OTRS and the database, the installation of additional Perl modules, setting proper access rights for OTRS, setting up the cron jobs for OTRS, and some basic settings in the OTRS configuration files.

Follow the detailed steps in this chapter to install OTRS on your server. You can then use its web interface to login and administer the system.

The simple way - Installation of pre-built packages

You should use pre-built packages to install OTRS, since it is the simplest and most convenient method. You can find them in the download area at http://www.otrs.org . The following sections describe the installation of OTRS with a pre-built or binary package on SUSE, Debian and Microsoft Windows systems. Only if you are unable to use the pre-built packages for some reason should you follow the manual process.

Installing the RPM on a SUSE Linux server

This section demonstrates the installation of a pre-built RPM package on a SUSE Linux distro. We have tested against all recent SLES and openSUSE versions. Before you start the installation, please have a look at http://www.otrs.org/downloads and check if a newer OTRS RPM package is available. Always use the latest RPM package.

Install OTRS with yast (yast2) or via the command line and rpm. OTRS needs some Perl modules which are not installed on a SUSE system by default, and so we recommend using yast, since it addresses the package dependencies automatically.

If you decide to install OTRS via the command line and rpm, first you have to manually install the needed Perl modules. Assuming you saved the file otrs.rpm in the directory /tmp, you can execute the command specified in the following script to install OTRS.

linux:~ # rpm -i /tmp/otrs-xxx.rpm
otrs                        ##################################################
Check OTRS user (/etc/passwd)... otrs exists.

Next steps:

[SuSEconfig]
 Execute 'SuSEconfig' to configure the web server.

[start Apache and MySQL]
 Execute 'rcapache restart' and 'rcmysql start' in case they don't run.

[install the OTRS database]
 Use a web browser and open this link:
 http://localhost/otrs/installer.pl

[OTRS services]
 Start OTRS 'rcotrs start-force' (rcotrs {start|stop|status|restart|start-force|stop-force}).

Have fun!

 Your OTRS Team
 http://otrs.org/

linux:~ #

Script: Command to install OTRS.

After the installation of the OTRS RPM package, you have to run SuSEconfig, as shown in the following script.

linux:~ # SuSEconfig
Starting SuSEconfig, the SuSE Configuration Tool...
Running in full featured mode.
Reading /etc/sysconfig and updating the system...
Executing /sbin/conf.d/SuSEconfig.aaa_at_first...
Executing /sbin/conf.d/SuSEconfig.apache...
Including /opt/otrs/scripts/apache-httpd.include.conf
Executing /sbin/conf.d/SuSEconfig.bootsplash...
Executing /sbin/conf.d/SuSEconfig.doublecheck...
Executing /sbin/conf.d/SuSEconfig.guile...
Executing /sbin/conf.d/SuSEconfig.hostname...
Executing /sbin/conf.d/SuSEconfig.ispell...
Executing /sbin/conf.d/SuSEconfig.perl...
Executing /sbin/conf.d/SuSEconfig.permissions...
Executing /sbin/conf.d/SuSEconfig.postfix...
Setting up postfix local as MDA...
Setting SPAM protection to "off"...
Executing /sbin/conf.d/SuSEconfig.profiles...
Finished.
linux:~ #

Script: Running the SuSEconfig command.

The OTRS installation is done. Restart your web server to load the OTRS specific changes in its configuration, as shown in the script below.

linux:~ # rcapache restart
Shutting down httpd                                         done
Starting httpd [ PERL ]                                     done
linux:~ #

Script: Restarting the web server.

The next step is to setup the OTRS database, as described at section 3.2.4.

Installing OTRS on a CentOS system

On the OTRS Wiki you can find detailed instructions for setting up OTRS on a CentOS system. Please note that these instructions will also apply to Red Hat Linux systems since they use the same source: http://wiki.otrs.org/index.php?title=Installation_of_OTRS_3.0b1_on_CentOS_5.5 .

Installing OTRS on a Debian system

On the OTRS Wiki you can find detailed instructions for setting up OTRS on a Debian system: http://wiki.otrs.org/index.php?title=Installation_on_Debian_5.04_lenny .

Installing OTRS on a Ubuntu system

On the OTRS Wiki you can find detailed instructions for setting up OTRS on an Ubuntu system: http://wiki.otrs.org/index.php?title=Installation_on_Ubuntu_Lucid_Lynx_(10.4) .

Installing OTRS on Microsoft Windows systems

Installing OTRS on a Microsoft Windows system is very easy. Download the latest installer for Win32 from http://www.otrs.org/downloads/ and save the file to your local file system. Then simply double-click on the file to execute the installer, and follow the few installation steps to setup the system. After that you will be able to login as OTRS administrator and configure the system according to your needs. To log in as OTRS administrator use the username 'root@localhost' and the default password 'root'.

Warning

Please change the password for the 'root@localhost' account as soon as possible.

Important

The Win32 installer for OTRS contains all needed components for OTRS, i.e. the Apache web server, the MySQL database server, Perl (with all needed modules) and Cron for Windows. For that reason you should only install OTRS on Windows systems that don't already have an installation of Apache or another web server, or MySQL.

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