rewrote
This rewritten setup page starts with auto.setup and explains basic customisation and use after that has set up a wiki. It's much easier to follow than the old method, with less things to learn. (Downside: Less it learned.)master
Joey Hess
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doc/setup.mdwn
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doc/setup.mdwn
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@ -2,205 +2,136 @@ This tutorial will walk you through setting up a wiki with ikiwiki.
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[[!toc ]]
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## [[Download]] and [[install]] ikiwiki.
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## [[Download]] and [[install]] ikiwiki
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If you're using Debian or Ubuntu, ikiwiki is an `apt-get install ikiwiki` away.
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If you're not, see the [[download]] and [[install]] pages.
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## Quick start
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## Create your wiki
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If you'd like to set up a wiki now, and learn more later, and you have
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ikiwiki 2.60 or better installed, just run this command and answer a couple
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of questions.
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All it takes to create a fully functional wiki using ikiwiki is running
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one command.
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% ikiwiki -setup /etc/ikiwiki/auto.setup
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What will the wiki be named? mywiki
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Or, set up a blog with ikiwiki, run this command instead.
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% ikiwiki -setup /etc/ikiwiki/auto-blog.setup
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Either way, it will ask you a couple of questions.
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What will the wiki be named? foo
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What revision control system to use? git
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What wiki user (or openid) will be wiki admin? joey
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What wiki user (or openid) will be admin? joey
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Choose a password:
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Wait for it to tell you an url for your new wiki.. Done!
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Then, wait for it to tell you an url for your new site..
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(If the CGI doesn't seem to let you edit pages, you might need to
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[[configure_apache|tips/apache_cgi]] or [[configure_lighttpd|tips/lighttpd_cgi]].)
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Successfully set up foo:
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url: http://example.com/~joey/foo
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srcdir: ~/foo
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destdir: ~/public_html/foo
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repository: ~/foo.git
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To modify settings, edit ~/foo.setup and then run:
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ikiwiki -setup ~/foo.setup
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## Decide where your wiki's files will go.
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Done!
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## Using the web interface
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Now you can go to the url it told you, and edit pages in your new wiki
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using the web interface.
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You can log in using the wiki user and password (or the openid)
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that you told it to set up earlier. That user is an admin, so you can
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go to the Preferences page and click on "Wiki Setup" to further
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configure the wiki.
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(If the web interface doesn't seem to allow editing or login, you may
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need to configure [[apache|tips/apache_cgi]] or
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[[lighttpd|tips/lighttpd_cgi]].)
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## Checkout and edit wiki source
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Part of the fun of using ikiwiki is not being limited to using the
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web for editing pages, and instead using your favorite text editor and
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[[Revision_Control_System|rcs]].
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To do this, you need to check out a copy of the source to your wiki.
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You should avoid making changes directly to the `srcdir`, as that
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checkout is reserved for use by ikiwiki itself.
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Depending on which [[Revision_Control_System|rcs]] you chose to use,
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you can run one of these commands to check out your own copy of your wiki's
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source. (Remember to replace "foo" with the real directory name.)
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git clone foo.git foo.src
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svn checkout file://`pwd`/foo.svn/trunk foo.src
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bzr clone foo foo.src
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hg clone foo foo.src
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# TODO monotone, tla
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Now to edit pages by hand, go into the directory you checked out (ie,
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"foo.src"), and fire up your text editor to edit `index.mdwn` or whatever
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other page you want to edit. If you chose to set up a blog, there is even a
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sample first post in `posts/first_post.mdwn` that you can edit.
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Once you've edited a page, use your revision control system to commit
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the changes. For distributed revision control systems, don't forget to push
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your commit.
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Once the commit reaches the repository, ikiwiki will notice it, and
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automatically update the wiki with your changes.
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## Customizing the wiki
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There are lots of things you can configure to customize your wiki.
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These range from changing the wiki's name, to enabling [[plugins]],
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to banning users and locking pages.
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If you log in as the admin user you configured earlier, and go to
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your Preferences page, you can click on "Wiki Setup" to customize many
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wiki settings and plugins.
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Some settings cannot be configured on the web, for security reasons or
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because misconfiguring them could break the wiki. To change these settings,
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you can manually edit the setup file, which is named something like
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"foo.setup". The file lists all available configuration settings
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and gives a brief description of each.
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After making changes to this file, you need to tell ikiwiki to use it:
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% ikiwiki -setup foo.setup
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## Customizing file locations
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As a wiki compiler, ikiwiki builds a wiki from files in a source directory,
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and outputs the files to a destination directory. If you keep your wiki in
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a version control system, the source directory will contain a working copy
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checked out from the version control system.
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and outputs the files to a destination directory. The source directory is
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a working copy checked out from the version control system repository.
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For the purposes of this tutorial, we'll set shell variables
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for these locations, and use those variables in the commands that follow.
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When you used `auto.setup`, ikiwiki put the source directory, destination
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directory, and repository in your home directory, and told you the location
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of each. Those locations were chosen to work without customization, but you
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might want to move them to different directories. There are three steps to
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this process.
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SRCDIR=~/wikiwc
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DESTDIR=~/public_html/wiki/
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1. Move the destination directory and repository around.
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Note that ikiwiki owns the working copy directory; do not perform your own
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edits in ikiwiki's working copy.
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% mv public_html/foo /srv/web/foo.com
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% mv foo.git /srv/git/foo.git
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## Create the beginnings of your wiki.
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2. Create a new source directory checkout. If you moved the repository
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to a new location, checkouts pointing at the old location won't work,
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and the easiest way to deal with this is to delete them and re-checkout
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from the new repository location.
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This will create a simple main page for the wiki.
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% rm -rf foo
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% git clone /src/git/foo.git
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mkdir $SRCDIR
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cd $SRCDIR
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$EDITOR index.mdwn
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In the editor, you could start by entering a simple page like
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[[!toggle id=page text="this one"]].
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[[!toggleable id=page text="""
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Welcome to your new wiki.
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All wikis are supposed to have a \[[SandBox]],
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so this one does too.
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----
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This wiki is powered by [ikiwiki](http://ikiwiki.info).
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"""]]
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See [[ikiwiki/formatting]] for details about the markup language.
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Note that several [[standard_wiki_pages|basewiki]] will be added to your
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wiki, from files in `/usr/share/ikiwiki/basewiki/`, so your wiki will
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automatically get a [[SandBox]], and some other useful pages.
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## Build your wiki for the first time.
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ikiwiki --verbose $SRCDIR $DESTDIR --url=http://example.org/~you/wiki/
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Replace the url with the real url to your wiki. You should now
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be able to visit the url and see your wiki.
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## Add content to your wiki.
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Continue editing or adding pages and rebuilding the wiki.
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To quickly get started on a common task like blogging with ikiwiki, you
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can copy in files from the [[examples]]. The examples are located in
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`doc/examples/` in the ikiwiki source package.
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You can experiment with other ikiwiki parameters such as `--wikiname`
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and `--rebuild` too. Get comfortable with its command line (see
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[[usage]]).
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## Add a setup file.
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By now you should be getting tired of typing in all the command line
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options each time you change something in your wiki's setup. Time to
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introduce setup files.
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To generate a setup file, use `ikiwiki --dumpsetup`. You can pass
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all the options have you been including at the command line, and they
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will be stored in the setup file.
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ikiwiki $SRCDIR $DESTDIR --url=http://example.org/~you/wiki/ --dumpsetup ikiwiki.setup
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Note that this file should *not* be put in your wiki's directory with
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the rest of the files. A good place to put it is in a ~/.ikiwiki/
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subdirectory.
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Most of the options, like `wikiname` in the setup file are the same as
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ikiwiki's command line options (documented in [[usage]]. `srcdir` and
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`destdir` are the two directories you specify when running ikiwiki by
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hand. Make sure that these are pointing to the right directories, and
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read through and configure the rest of the file to your liking.
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When you're satisfied, run `ikiwiki --setup ikiwiki.setup`, and it
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will set everything up.
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## Turn on additional features.
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Now you have a basic wiki with a setup file. Time to experiment
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with ikiwiki's many features.
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Let's first enable a key wiki feature and set up [[CGI]] to allow
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editing the wiki from the web. Just edit ikiwiki.setup, uncomment the
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settings for the `cgi_wrapper`, make sure the filename for the cgi wrapper
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is ok, run `ikiwiki --setup ikiwiki.setup`, and you're done!
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There are lots of other configuration options in ikiwiki.setup that you
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can uncomment, configure, and enable by re-running
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`ikiwiki --setup ikiwiki.setup`. Be sure to browse through all the
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[[plugins]]..
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## Put your wiki in revision control.
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At this point you might want to check your wiki in to a revision control
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system so you can keep track of changes and revert edits. Depending
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on the revision control system you choose, the way this is done varies.
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Note that the .ikiwiki subdirectory is where ikiwiki keeps its state, and
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should be preserved, but not checked into revision control.
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The [[ikiwiki-makerepo]] command automates setting up a wiki in
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revision control.
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[[!toggle id=subversion text="Subversion"]]
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[[!toggleable id=subversion text="""
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REPOSITORY=~/wikirepo
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ikiwiki-makerepo svn $SRCDIR $REPOSITORY
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"""]]
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[[!toggle id=git text="Git"]]
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[[!toggleable id=git text="""
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REPOSITORY=~/wiki.git
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ikiwiki-makerepo git $SRCDIR $REPOSITORY
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Please see [[rcs/git]] for detailed documentation about how
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ikiwiki uses git repositories, and some important caveats
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about using the git repositories.
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"""]]
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[[!toggle id=mercurial text="Mercurial"]]
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[[!toggleable id=mercurial text="""
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REPOSITORY=$SRCDIR
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ikiwiki-makerepo mercurial $SRCDIR
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"""]]
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[[!toggle id=bazaar text="Bazaar"]]
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[[!toggleable id=bazaar text="""
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REPOSITORY=$SRCDIR
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ikiwiki-makerepo bzr $SRCDIR
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"""]]
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[[!toggle id=tla text="TLA"]]
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[[!toggleable id=tla text="""
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REPOSITORY=~/wikirepo
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tla make-archive me@localhost--wiki $REPOSITORY
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tla my-id "<me@localhost>"
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cd $SRCDIR
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tla archive-setup me@localhost--wiki/wiki--0
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tla init-tree me@localhost--wiki/wiki--0
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# Edit {arch}/=tagging-method and change the precious
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# line to add the .ikiwiki directory to the regexp.
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tla add *
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tla import
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"""]]
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[[!toggle id=monotone text="Monotone"]]
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[[!toggleable id=monotone text="""
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# This assumes that you have already used "mtn genkey you@hostname".
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REPOSITORY=~/wiki.monotone
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ikiwiki-makerepo monotone $SRCDIR $REPOSITORY
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"""]]
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## Configure ikiwiki to use revision control.
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Once your wiki is checked in to the revision control system, you should
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configure ikiwiki to use revision control. Edit your ikiwiki.setup, set
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`rcs` to the the revision control system you chose to use. Be sure to set
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`svnrepo` to the directory for your repository, if using subversion.
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Uncomment the configuration for the wrapper for your revision control
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system, and configure the wrapper path appropriately (for Git, it should be
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the path to `hooks/post-update` inside the bare git repository).
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Once it's all set up, run `ikiwiki --setup ikiwiki.setup` once more.
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Now you should be able to edit files in $SRCDIR, and use your revision
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control system to commit them, and the wiki will automatically update.
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And in the web interface, RecentChanges should work, and files changed
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by web users will also be committed using revision control.
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3. Edit the setup file. Modify the settings for `srcdir`, `destdir`,
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`url`, `cgiurl`, `cgi_wrapper`, `git_wrapper`, etc to reflect where
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you moved things. Remember to run `ikiwiki -setup` after editing the
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setup file.
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## Enjoy your new wiki!
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