[ngircd-alex.git] / INSTALL.md

# [ngIRCd](https://ngircd.barton.de) - Internet Relay Chat Server

This document explains how to install ngIRCd, the lightweight Internet Relay
Chat (IRC) server.

The first section lists noteworthy changes to earlier releases; you definitely
should read this when upgrading your setup! But you can skip over this section
when you do a fresh installation.

All the subsequent sections describe the steps required to install and
configure ngIRCd.

## Upgrade Information

Differences to version 22.x

- The *NoticeAuth* `ngircd.conf` configuration variable has been renamed to
  *NoticeBeforeRegistration*. The old *NoticeAuth* variable still works but
  is deprecated now.

- The default value of the SSL *CipherList* variable has been changed to
  "HIGH:!aNULL:@STRENGTH:!SSLv3" (OpenSSL) and "SECURE128:-VERS-SSL3.0"
  (GnuTLS) to disable the old SSLv3 protocol by default.

  To enable connections of clients still requiring the weak SSLv3 protocol,
  the *CipherList* must be set to its old value (not recommended!), which
  was "HIGH:!aNULL:@STRENGTH" (OpenSSL) and "SECURE128" (GnuTLS), see below.

Differences to version 20.x

- Starting with ngIRCd 21, the ciphers used by SSL are configurable and
  default to "HIGH:!aNULL:@STRENGTH" (OpenSSL) or "SECURE128" (GnuTLS).
  Previous version were using the OpenSSL or GnuTLS defaults, "DEFAULT"
  and "NORMAL" respectively.

- When adding GLINE's or KLINE's to ngIRCd 21 (or newer), all clients matching
  the new mask will be KILL'ed. This was not the case with earlier versions
  that only added the mask but didn't kill already connected users.

- The *PredefChannelsOnly* configuration variable has been superseded by the
  new *AllowedChannelTypes* variable. It is still supported and translated to
  the appropriate *AllowedChannelTypes* setting but is deprecated now.

Differences to version 19.x

- Starting with ngIRCd 20, users can "cloak" their hostname only when the
  configuration variable *CloakHostModeX* (introduced in 19.2) is set.
  Otherwise, only IRC operators, other servers, and services are allowed to
  set mode +x. This prevents regular users from changing their hostmask to
  the name of the IRC server itself, which confused quite a few people ;-)

Differences to version 17.x

- Support for ZeroConf/Bonjour/Rendezvous service registration has been
  removed. The configuration option *NoZeroconf* is no longer available.

- The structure of `ngircd.conf` has been cleaned up and three new configuration
  sections have been introduced: *[Limits]*, *[Options]*, and *[SSL]*.

  Lots of configuration variables stored in the *[Global]* section are now
  deprecated there and should be stored in one of these new sections (but
  still work in *[Global]*):

  - *AllowRemoteOper*    -> [Options]
  - *ChrootDir*          -> [Options]
  - *ConnectIPv4*        -> [Options]
  - *ConnectIPv6*        -> [Options]
  - *ConnectRetry*       -> [Limits]
  - *MaxConnections*     -> [Limits]
  - *MaxConnectionsIP*   -> [Limits]
  - *MaxJoins*           -> [Limits]
  - *MaxNickLength*      -> [Limits]
  - *NoDNS*              -> [Options], and renamed to *DNS*
  - *NoIdent*            -> [Options], and renamed to *Ident*
  - *NoPAM*              -> [Options], and renamed to *PAM*
  - *OperCanUseMode*     -> [Options]
  - *OperServerMode*     -> [Options]
  - *PingTimeout*        -> [Limits]
  - *PongTimeout*        -> [Limits]
  - *PredefChannelsOnly* -> [Options]
  - *SSLCertFile*        -> [SSL], and renamed to *CertFile*
  - *SSLDHFile*          -> [SSL], and renamed to *DHFile*
  - *SSLKeyFile*         -> [SSL], and renamed to *KeyFile*
  - *SSLKeyFilePassword* -> [SSL], and renamed to *KeyFilePassword*
  - *SSLPorts*           -> [SSL], and renamed to *Ports*
  - *SyslogFacility*     -> [Options]
  - *WebircPassword*     -> [Options]

  You should adjust your `ngircd.conf` and run `ngircd --configtest` to make
  sure that your settings are correct and up to date!

Differences to version 16.x

- Changes to the *MotdFile* specified in `ngircd.conf` now require a ngIRCd
  configuration reload to take effect (HUP signal, *REHASH* command).

Differences to version 0.9.x

- The option of the configure script to enable support for Zeroconf/Bonjour/
  Rendezvous/WhateverItIsNamedToday has been renamed:

  - `--with-rendezvous`  ->  `--with-zeroconf`

Differences to version 0.8.x

- The maximum length of passwords has been raised to 20 characters (instead
  of 8 characters). If your passwords are longer than 8 characters then they
  are cut at an other position now.

Differences to version 0.6.x

- Some options of the configure script have been renamed:

  - `--disable-syslog`  ->  `--without-syslog`
  - `--disable-zlib`    ->  `--without-zlib`

  Please call `./configure --help` to review the full list of options!

Differences to version 0.5.x

- Starting with version 0.6.0, other servers are identified using asynchronous
  passwords: therefore the variable *Password* in *[Server]*-sections has been
  replaced by *MyPassword* and *PeerPassword*.

- New configuration variables, section *[Global]*: *MaxConnections*, *MaxJoins*
  (see example configuration file `doc/sample-ngircd.conf`!).

## Standard Installation

*Note*: This sections describes installing ngIRCd *from sources*. If you use
packages available for your operating system distribution you should skip over
and continue with the *Configuration* section, see below.

ngIRCd is developed for UNIX-based systems, which means that the installation
on modern UNIX-like systems that are supported by GNU autoconf and GNU
automake ("`configure` script") should be no problem.

The normal installation procedure after getting (and expanding) the source
files (using a distribution archive or Git) is as following:

1) Satisfy prerequisites
2) `./autogen.sh` [only necessary when using "raw" sources with Git]
3) `./configure`
4) `make`
5) `make install`

(Please see details below!)

Now the newly compiled executable "ngircd" is installed in its standard
location, `/usr/local/sbin/`.

If no previous version of the configuration file exists (the standard name
is `/usr/local/etc/ngircd.conf)`, a sample configuration file containing all
possible options will be installed there. You'll find its template in the
`doc/` directory: `sample-ngircd.conf`.

The next step is to configure and afterwards start the daemon. See the section
*Configuration* below.

### Satisfy prerequisites

When building from source, you'll need some other software to build ngIRCd:
for example a working C compiler, make tool, and a few libraries depending on
the feature set you want to enable at compile time (like IDENT, SSL, and PAM).

And if you aren't using a distribution archive ("tar.gz" file), but cloned the
plain source archive, you need a few additional tools to generate the build
system itself: GNU automake and autoconf, as well as pkg-config.

If you are using one of the "big" operating systems or Linux distributions,
you can use the following commands to install all the required packages to
build the sources including all optional features and to run the test suite:

#### Red Hat / Fedora based distributions

``` shell
  yum install \
    autoconf automake expect gcc glibc-devel gnutls-devel \
    libident-devel make pam-devel pkg-config tcp_wrappers-devel \
    telnet zlib-devel
```

#### Debian / Ubuntu based distributions

``` shell
  apt-get install \
    autoconf automake build-essential expect libgnutls28-dev \
    libident-dev libpam-dev pkg-config libwrap0-dev libz-dev telnet
```

### `./autogen.sh`

The first step, to run `./autogen.sh`, is *only* necessary if the `configure`
script itself isn't already generated and available. This never happens in
official ("stable") releases in "tar.gz" archives, but when cloning the source
code repository using Git.

**This step is therefore only interesting for developers!**

The `autogen.sh` script produces the `Makefile.in`'s, which are necessary for
the configure script itself, and some more files for `make(1)`.

To run `autogen.sh` you'll need GNU autoconf, GNU automake and pkg-config: at
least autoconf 2.61 and automake 1.10 are required, newer is better. But don't
use automake 1.12 or newer for creating distribution archives: it will work
but lack "de-ANSI-fication" support in the generated Makefile's! Stick with
automake 1.11.x for this purpose ...

So *automake 1.11.x* and *autoconf 2.67+* is recommended.

Again: "end users" do not need this step and neither need GNU autoconf nor GNU
automake at all!

### `./configure`

The `configure` script is used to detect local system dependencies.

In the perfect case, `configure` should recognize all needed libraries, header
files and so on. If this shouldn't work, `./configure --help` shows all
possible options.

In addition, you can pass some command line options to `configure` to enable
and/or disable some features of ngIRCd. All these options are shown using
`./configure --help`, too.

Compiling a static binary will avoid you the hassle of feeding a chroot dir
(if you want use the chroot feature). Just do something like:

``` shell
  CFLAGS=-static ./configure [--your-options ...]
```

Then you can use a void directory as ChrootDir (like OpenSSH's `/var/empty`).

### `make`

The `make(1)` command uses the `Makefile`'s produced by `configure` and
compiles the ngIRCd daemon.

### `make install`

Use `make install` to install the server and a sample configuration file on
the local system. Normally, root privileges are necessary to complete this
step. If there is already an older configuration file present, it won't be
overwritten.

These files and folders will be installed by default:

- `/usr/local/sbin/ngircd`: executable server
- `/usr/local/etc/ngircd.conf`: sample configuration (if not already present)
- `/usr/local/share/doc/ngircd/`: documentation
- `/usr/local/share/man/`: manual pages

### Additional features

The following optional features can be compiled into the daemon by passing
options to the `configure` script. Most options can handle a `<path>` argument
which will be used to search for the required libraries and header files in
the given paths (`<path>/lib/...`, `<path>/include/...`) in addition to the
standard locations.

- Syslog Logging (autodetected by default):

  `--with-syslog[=<path>]` / `--without-syslog`

  Enable (disable) support for logging to "syslog", which should be
  available on most modern UNIX-like operating systems by default.

- ZLib Compression (autodetected by default):

  `--with-zlib[=<path>]` / `--without-zlib`

  Enable (disable) support for compressed server-server links.
  The Z compression library ("libz") is required for this option.

- IO Backend (autodetected by default):

  - `--with-select[=<path>]` / `--without-select`
  - `--with-poll[=<path>]` / `--without-poll`
  - `--with-devpoll[=<path>]` / `--without-devpoll`
  - `--with-epoll[=<path>]` / `--without-epoll`
  - `--with-kqueue[=<path>]` / `--without-kqueue`

  ngIRCd can use different IO "backends": the "old school" `select(2)` and
  `poll(2)` API which should be supported by most UNIX-like operating systems,
  or the more efficient and flexible `epoll(7)` (Linux >=2.6), `kqueue(2)`
  (BSD) and `/dev/poll` APIs.

  By default the IO backend is autodetected, but you can use `--without-xxx`
  to disable a more enhanced API.

  When using the `epoll(7)` API, support for `select(2)` is compiled in as
  well by default, to enable the binary to run on older Linux kernels (<2.6),
  too.

- IDENT-Support:

  `--with-ident[=<path>]`

  Include support for IDENT ("AUTH") lookups. The "ident" library is
  required for this option.

- TCP-Wrappers:

  `--with-tcp-wrappers[=<path>]`

  Include support for Wietse Venemas "TCP Wrappers" to limit client access
  to the daemon, for example by using `/etc/hosts.{allow|deny}`.
  The "libwrap" is required for this option.

- PAM:

  `--with-pam[=<path>]`

  Enable support for PAM, the Pluggable Authentication Modules library.
  See `doc/PAM.txt` for details.

- SSL:

  - `--with-openssl[=<path>]`
  - `--with-gnutls[=<path>]`

  Enable support for SSL/TLS using OpenSSL or GnuTLS libraries.
  See `doc/SSL.txt` for details.

- IPv6:

  `--enable-ipv6`

  Adds support for version 6 of the Internet Protocol.

## Configuration

Please have a look at the `ngircd(8)` and `ngircd.conf(5)` manual pages for
details and all possible command line and configuration options -- **and don't
forget to run `ngircd --configtest` to validate your configuration file!**

After installing ngIRCd, a sample configuration file will be set up (if it
does not exist already). By default, when installing from sources, the file is
named `/usr/local/etc/ngircd.conf` (other common names, especially for
distribution packages, are `/etc/ngircd.conf` or `/etc/ngircd/ngircd.conf`).

You can find the template of the sample configuration file in the `doc/`
directory as `sample-ngircd.conf` and
[online](https://ngircd.barton.de/doc/sample-ngircd.conf) on the homepage. It
contains all available options.

In the sample configuration file, there are comments beginning with `#` *or*
`;` -- this is only for the better understanding of the file, both comment
styles are equal.

The file is separated in five blocks: *[Global]*, *[Features]*, *[Operator]*,
*[Server]*, and *[Channel]*.

In the *[Global]* section, there is the main configuration like the server
name and the ports, on which the server should be listening. Options in
the *[Features]* section enable or disable functionality in the daemon.
IRC operators of this server are defined in *[Operator]* blocks, remote
servers are configured in *[Server]* sections, and *[Channel]* blocks are
used to configure pre-defined ("persistent") IRC channels.

### Manual Pages Online

- Daemon: [ngircd.8](https://manpages.debian.org/ngircd.8)
- Configutation file: [ngircd.conf.5](https://manpages.debian.org/ngircd.conf.5)

## Command line options

ngIRCd supports the following command line options:

- `-f`, `--config <file>`

  The daemon uses the file `<file>` as configuration file rather than
  the standard configuration `/usr/local/etc/ngircd.conf`.

- `-n`, `--nodaemon`

  ngIRCd should be running as a foreground process.

- `-p`, `--passive`

  Server-links won't be automatically established.

- `-t`, `--configtest`

  Reads, validates and dumps the configuration file as interpreted
  by the server. Then exits.

Use `--help` to see a short help text describing all available parameters
the server understands, with `--version` the ngIRCd shows its version
number. In both cases the server exits after the output.

Please see the `ngircd(8)` manual page for more details!