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Installation - LimeSurvey CE/zh-hant: Difference between revisions

From LimeSurvey Manual

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<languages />
<languages />


<div class="simplebox"> Note: These installation instructions are for version 2.0 or later. Older instructions for 1.92 can be found [[Installation Version 1.92 or older|here]] and update instructions can be found [[Upgrading from a previous version|here]] </div>
<div class="simplebox"> Note: These installation instructions are for version 2.0 or later. Older instructions for 1.92 can be found [[Installation Version 1.92 or older|here]] and update instructions can be found [[Upgrading from a previous version|here]]. </div>


=General=
=General=
Line 8: Line 8:
*On your webserver:<br />In that case just follow the instructions on this page starting with step 1.
*On your webserver:<br />In that case just follow the instructions on this page starting with step 1.


*On your local Windows PC:<br />You usually only want to install LimeSurvey on your local PC if you want to create surveys locally (mainly for speed or development/test reasons) and upload them later to your live LimeSurvey installation on a web server. For this we have prepared a special package for LimeSurvey which includes the web server, the database and the LimeSurvey application and [[Installation of the LimeSurvey XAMPP package|instructions how to install it]].
*On your local Windows PC:<br />You usually only want to install LimeSurvey on your local PC if you want to create surveys locally (mainly for speed or development/test reasons) and upload them later to your live LimeSurvey installation on a web server. We have prepared for this a special package for LimeSurvey which includes the web server, the database and the LimeSurvey application and [[Installation of the LimeSurvey XAMPP package|instructions how to install it]].


===1. 你確定 LimeSurvey 能夠在你的網站使用===
===1. 你確定 LimeSurvey 能夠在你的網站使用===
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確定伺服器符合以下全部要求:
確定伺服器符合以下全部要求:


Required:
{{Note|The minimum set of requirements will also be checked during the installation process!}}
* Minimum 180MB disk space
 
The minimum set of requirements:
* Minimum 180 MB disk space
* MySQL 5.5.3 or later '''OR''' Microsoft SQL Server 2005 or later '''OR''' Postgres 9 or later
* MySQL 5.5.3 or later '''OR''' Microsoft SQL Server 2005 or later '''OR''' Postgres 9 or later
* Minimum PHP 5.4 or later, however we recommend PHP 5.6.x or later with the following modules/libraries enabled:
* Minimum PHP 5.3.3 or later, however we recommend PHP 5.5.x or later with the following modules/libraries enabled:
** mbstring (Multibyte String Functions) extension library (see also [[Installation FAQ#What is this mbstring (Multibyte String Functions) library?|Installation FAQ]])
** mbstring (Multibyte String Functions) extension library (see also [[Installation FAQ#What is this mbstring (Multibyte String Functions) library?|Installation FAQ]])
** PDO database driver for MySQL (pdo_mysql or pdo_mysqli) or Postgres (pdo_pgsql) or MSSQL ([http://php.net/manual/en/ref.pdo-sqlsrv.php pdo_sqlsrv] for Windows and [http://www.php.net/manual/en/ref.pdo-dblib.php pdo_dblib] for Linux)
** PDO database driver for MySQL (pdo_mysql or pdo_mysqli) or Postgres (pdo_pgsql) or MSSQL ([https://php.net/manual/en/ref.pdo-sqlsrv.php pdo_sqlsrv] for Windows and [http://www.php.net/manual/en/ref.pdo-dblib.php pdo_dblib] for Linux)
** Also we assume in general that all PHP default libraries are enabled (like hash, session, etc.).
** Also, we assume in general that all PHP default libraries are enabled (like hash, session, etc.).


<div class="simplebox"> Note: LimeSurvey 2.x uses different database drivers than 1.x . If you get a message not No DBO driver was found during the installation you will have to contact your webspace provider and ask them to activate one of the aforementioned database driver libraries. </div>
<div class="simplebox"> Note: LimeSurvey 2.x uses different database drivers than 1.x . If you get a message not No DBO driver was found during the installation, you will have to contact your webspace provider and ask them to activate one of the aforementioned database driver libraries. </div>


<div class="simplebox"> Note: If you are connecting from Linux to a MSSQL database on a Windows server using the dblib PDO driver, then the underlying FreeTDS needs to be set up correctly. Check out the [[Troubleshooting]] page for more info.</div>
<div class="simplebox"> Note: If you are connecting from Linux to a MSSQL database on a Windows server using the dblib PDO driver, then the underlying FreeTDS needs to be set up correctly. Check out the [[Troubleshooting]] page for more info.</div>


Optional PHP Extensions:
Optional PHP Extensions:
* '''GD-Library''' '''with FreeType support''' installed is needed for captchas or nice charts in statistics - see [http://php.net/manual/image.setup.php PHP GD-Library Extension documentation]
* '''GD-Library''' '''with FreeType support''' installed is needed for captchas or nice charts in statistics - see [https://php.net/manual/image.setup.php PHP GD-Library Extension documentation]
* '''IMAP''' (pretty standard) is needed for the [[Email bounce tracking system]] - see [http://php.net/manual/imap.setup.php PHP IMAP Extension documentation]
* '''IMAP''' (pretty standard) is needed for the [[Email bounce tracking system]] - see [https://php.net/manual/imap.setup.php PHP IMAP Extension documentation]
* '''LDAP''' installed is needed to import tokens using LDAP - see [http://de.php.net/manual/en/ldap.installation.php PHP LDAP Documentation]
* '''LDAP''' installed is needed to import tokens using LDAP - see [https://php.net/manual/en/book.ldap.php PHP LDAP Documentation]
* '''Zip''' (pretty standard) for template upload and import resources Zip archives - see [http://php.net/manual/zip.setup.php PHP Zip Extension documentation]
* '''Zip''' (pretty standard) for template upload and import resources Zip archives - see [https://php.net/manual/zip.setup.php PHP Zip Extension documentation]
* '''Zlib''' (pretty standard) is needed for the [[ComfortUpdate]] - see [http://php.net/manual/zlib.setup.php PHP Zlib Extension documentation]
* '''Zlib''' (pretty standard) is needed for the [[ComfortUpdate]] - see [https://php.net/manual/zlib.setup.php PHP Zlib Extension documentation]


大多數情況下網頁伺服器的供應商可以代勞.
In most cases, your webspace provider or system administrator will be able to help you out on these optional components.


If you want to run Microsoft's IIS server taking a look at "[[Installation on XP with IIS]] might also help.
If you want to run Microsoft's IIS server, taking a look at "[[Installation on XP with IIS]] might also help.


===Browser compatibility===
===Browser compatibility===
For the survey taking side we currently support IE9 and all newer comparable browsers like FF, Chrome, Opera, etc. with activated JavaScript.
'''For the survey-taking side''', we currently support IE9 and all newer comparable browsers like FF, Chrome, Opera, etc. with activated JavaScript.
For the administration part we currently support IE11 and all newer comparable browsers like FF, Chrome, Opera, etc. with activated JavaScript.
'''For the administration part''', we currently support IE11 and all newer comparable browsers like FF, Chrome, Opera, etc. with activated JavaScript.
We do not support any IE version running in Intranet-mode or Compatibility-mode!
We do not support any IE version running in Intranet-mode or Compatibility-mode!


==Screen sizes==
==Screen sizes==
We support any reasonable screen size for survey taking (360px x 640px and up).
We support any reasonable screen size for survey taking (360px x 640px and up).
For the LimeSurvey administration the minimum screen resolution supported is 1280px x 1024px.
The minimum supported screen resolution for the LimeSurvey administration page is 1280px x 1024px.


==Hosting for LimeSurvey==
==Hosting for LimeSurvey==


LimeSurvey should work with most hosting companies which provide PHP and MYSQL. If you want a ready-installed version of LimeSurvey consider using [https://www.limesurvey.org/component/limeservice/?view=limeservice&task=limeservice.routeAlternatives LimeSurvey Professional], else check out our [[LimeSurvey-compatible hosting companies|list of LimeSurvey-compatible hosting companies]].
LimeSurvey should work with most hosting companies that provide PHP and MYSQL. If you want a ready-installed version of LimeSurvey, you could try [https://www.limesurvey.org/editions-and-prices/limesurvey-pro/editions-and-prices-professional LimeSurvey Professional], else check out our [[LimeSurvey-compatible hosting companies|list of LimeSurvey-compatible hosting companies]].


===2. 下載 LimeSurvey 套件===
===2. 下載 LimeSurvey 套件===
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===3. 解壓 LimeSurvey 軟件包===
===3. 解壓 LimeSurvey 軟件包===


Uncompress the zip file into a dedicated directory/folder using your preferred compression software. When you uncompress the file make sure that you uncompress the directory structure with the files (this is default behavior for most compression programs). The path name for the installation directory should not include '''(''' or ''')''' characters, but may include the '''space''' character
Uncompress the zip file into a dedicated directory/folder using your preferred compression software. When you uncompress the file make sure that you uncompress the directory structure with the files (this is default behavior for most compression programs). The path name for the installation directory should not include '''(''' or ''')''' special characters, but may include the '''space''' character.


===4. 收集網站伺服器信息===
===4. 收集網站伺服器信息===


你需要符合以下條件才可以正確安裝 LimeSurvey.
You will need to know the following things to install LimeSurvey on your web server correctly:
*你要建立 limesurvey 的網址URL來存放它的源程序 (ie: 'http://my.domain.com/limesurvey')
*Your intended website URL where your scripts will reside (e.g: ''http://my.domain.com/limesurvey'')
*limesurvey 在伺服器所在的實質位置 (ie: '/home/usr/htdocs/limesurvey')
*The physical disk location on your server where your scripts will reside (e.g.: ''/home/usr/htdocs/limesurvey'')
*你的 MySQL 數據庫的 IP/網絡位置 (ie:'localhost')
*The IP/net location of your database server (ie: ''localhost'')
*如果您的 MySQL 數據庫使用非標準接口, 您就要找出接口編號.
*If your database server uses a non-standard port, find out which port it is.
*你的 MySQL 數據庫使用的用戶名稱及密碼
*Your user name and password for your database server
*如果您的網絡伺服器是使用 Windows 操作系統, 請當試找出 mysql bin 檔案的存放位置. (ie: 'c:/mysql/bin')
*With most providers you can't let the script create the database, but have to do it yourself. If you are using such a provider, please create a database (for example ''limesurvey'') yourself.


===5. LimeSurvey 的組態設定===
===5. LimeSurvey 的組態設定===
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使用自己的文字編輯器修改 /limesurvey/目錄內的 config.php 文件檔,下列設定要加以調整:
使用自己的文字編輯器修改 /limesurvey/目錄內的 config.php 文件檔,下列設定要加以調整:


=Set Directory permissions=
=Set directory permissions=


For the script to work properly it needs certain access to some directories - this applies especially to Linux/*nix systems.
For the script to work properly it needs certain access to some directories - this applies especially to Linux/*nix systems.
*The '''"/limesurvey/tmp"''' directory and all its subdirectories and files are used for imports & uploads and should be set to ''Read & Write'' for your webserver.
*The '''"/limesurvey/tmp"''' directory (and all its subdirectories and files) are used for imports & uploads and should be set to ''Read & Write'' for your webserver.
*The '''"/limesurvey/upload/"''' directory and all its subdirectories and files must also have ''Read & Write'' for your webserver in order to enable picture and media files upload.
*The '''"/limesurvey/upload/"''' directory (and all its subdirectories and files) must also have ''Read & Write'' for your webserver in order to enable picture and media files upload.
*The '''"/limesurvey/application/config/"''' directory also needs ''Read & Write'' permissions for your webserver.
*The '''"/limesurvey/application/config/"''' directory also needs ''Read & Write'' permissions for your webserver.
*The other directories can be set to ''Read Only'' or in Linux/Unix. You may wish to set the permissions on each file within the /limesurvey/admin directory to ''Read Only''.
*The other directories can be set to ''Read Only''. You may wish in Linux/Unix to set the permissions on each file within the /limesurvey/admin directory to ''Read Only''.


{{Hint|Text=If you are using Linux then setting permissions depends on your webserver configuration. For example, using Apache HTTPD on CentOS, use '''chmod -R 755 <directory> ; chown -R apache <directory>'''. This will give everyone access to read, and your webserver will have permission to write. For more information on Linux permissions, see http://www.linux.com/learn/tutorials/309527-understanding-linux-file-permissions}}
{{Alert|If you are using Linux, then setting permissions depends on your webserver configuration. For example, if you use Apache HTTPD on CentOS, type '''chmod -R 755 <directory> ; chown -R apache <directory>'''. This will give everyone access to read, and your webserver will have the permission to write. Check the [https://www.linux.com/learn/tutorials/309527-understanding-linux-file-permissions following link] for more information on Linux permissions.}}


=Create a database user=
=Create a database user=


LimeSurvey will create a database and the tables inside it. To be able to do this it will need the username and password of a database user. In general we recommend to create a database user with the following permissions:
LimeSurvey will create a database and the tables inside it. To be able to do this, it will need the user name and password of a database user. We generally recommend to create a database user with the following permissions:


- MySQL: SELECT, CREATE, INSERT, UPDATE, DELETE, ALTER, DROP, INDEX
- MySQL: SELECT, CREATE, INSERT, UPDATE, DELETE, ALTER, DROP, INDEX
Line 94: Line 96:




'''Go to "http://www.example.com/limesurvey/admin"'''. If you configured everything correctly the LimeSurvey installer should be starting - just follow the instructions. You will be asked if to create the database and/or create the tables inside the database. LimeSurvey then creates the needed tables in the database.
'''Go to "http://www.example.com/limesurvey/admin"'''. If you configured everything correctly, the LimeSurvey installer should be starting - just follow the instructions. You will be asked if to create the database and/or create the tables inside the database. LimeSurvey will then create the needed tables in the database.


===8. 首次連結 admin 源程序===
===8. 首次連結 admin 源程序===
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After the installer has finished you are done! Open your browser and enter the URL to the LimeSurvey administration. Assuming you used 'limesurvey' as the directory name to store the files in, this will be something like "http://www.example.com/limesurvey/admin".
After the installer has finished you are done! Open your browser and enter the URL to the LimeSurvey administration. Assuming you used 'limesurvey' as the directory name to store the files in, this will be something like "http://www.example.com/limesurvey/admin".


You should get a login screen. The default login credentials (if not changed during in the installation) are
You should get a login screen. The default login credentials (if not changed during the installation) are:




Line 115: Line 117:
===9. 我遇到問題怎麼辦...===
===9. 我遇到問題怎麼辦...===


Like all computer programs, most of the time things will work just like the instructions say, but sometimes they just won't. There are too many possible reasons for things not going according to plan to describe here. If you have trouble, first check out the [[Installation FAQ]]. If you don't find your answer there please post your problem and any error messages in the [https://www.limesurvey.org/forum LimeSurvey forums] on limesurvey.org or join the [irc://irc.freenode.net/limesurvey|LimeSurvey IRC channel]:
Like all computer programs, most of the time things will work just like the instructions say, but sometimes they just won't. There are too many possible reasons for things not going according to plan to describe here. If you have trouble, first check out the [[Installation FAQ]]. If you don't find your answer there, please post your problem and any error messages in the [https://www.limesurvey.org/forum LimeSurvey forums], open a [https://www.limesurvey.org/contact-us support ticket], or join the [irc://irc.freenode.net/limesurvey|LimeSurvey IRC channel]:


<div class="simplebox"><center>'''[https://www.limesurvey.org/community-services/live-chat Direct link to the official LimeSurvey IRC Channel]'''</center></div>
<div class="simplebox"><center>'''[https://www.limesurvey.org/community-services/live-chat Direct link to the official LimeSurvey IRC Channel]'''</center></div>

Revision as of 17:30, 2 August 2017

Note: These installation instructions are for version 2.0 or later. Older instructions for 1.92 can be found here and update instructions can be found here.

General

The LimeSurvey project provides two ways to install LimeSurvey:

  • On your webserver:
    In that case just follow the instructions on this page starting with step 1.
  • On your local Windows PC:
    You usually only want to install LimeSurvey on your local PC if you want to create surveys locally (mainly for speed or development/test reasons) and upload them later to your live LimeSurvey installation on a web server. We have prepared for this a special package for LimeSurvey which includes the web server, the database and the LimeSurvey application and instructions how to install it.

1. 你確定 LimeSurvey 能夠在你的網站使用

確定伺服器符合以下全部要求:

The minimum set of requirements will also be checked during the installation process!

The minimum set of requirements:

  • Minimum 180 MB disk space
  • MySQL 5.5.3 or later OR Microsoft SQL Server 2005 or later OR Postgres 9 or later
  • Minimum PHP 5.3.3 or later, however we recommend PHP 5.5.x or later with the following modules/libraries enabled:
    • mbstring (Multibyte String Functions) extension library (see also Installation FAQ)
    • PDO database driver for MySQL (pdo_mysql or pdo_mysqli) or Postgres (pdo_pgsql) or MSSQL (pdo_sqlsrv for Windows and pdo_dblib for Linux)
    • Also, we assume in general that all PHP default libraries are enabled (like hash, session, etc.).
Note: LimeSurvey 2.x uses different database drivers than 1.x . If you get a message not No DBO driver was found during the installation, you will have to contact your webspace provider and ask them to activate one of the aforementioned database driver libraries.
Note: If you are connecting from Linux to a MSSQL database on a Windows server using the dblib PDO driver, then the underlying FreeTDS needs to be set up correctly. Check out the Troubleshooting page for more info.

Optional PHP Extensions:

In most cases, your webspace provider or system administrator will be able to help you out on these optional components.

If you want to run Microsoft's IIS server, taking a look at "Installation on XP with IIS might also help.

Browser compatibility

For the survey-taking side, we currently support IE9 and all newer comparable browsers like FF, Chrome, Opera, etc. with activated JavaScript. For the administration part, we currently support IE11 and all newer comparable browsers like FF, Chrome, Opera, etc. with activated JavaScript. We do not support any IE version running in Intranet-mode or Compatibility-mode!

Screen sizes

We support any reasonable screen size for survey taking (360px x 640px and up). The minimum supported screen resolution for the LimeSurvey administration page is 1280px x 1024px.

Hosting for LimeSurvey

LimeSurvey should work with most hosting companies that provide PHP and MYSQL. If you want a ready-installed version of LimeSurvey, you could try LimeSurvey Professional, else check out our list of LimeSurvey-compatible hosting companies.

2. 下載 LimeSurvey 套件

Download the latest stable LimeSurvey zip package (there are also gzip, bz2 and 7zip packages available for your convenience) and save it to your local disk.

3. 解壓 LimeSurvey 軟件包

Uncompress the zip file into a dedicated directory/folder using your preferred compression software. When you uncompress the file make sure that you uncompress the directory structure with the files (this is default behavior for most compression programs). The path name for the installation directory should not include ( or ) special characters, but may include the space character.

4. 收集網站伺服器信息

You will need to know the following things to install LimeSurvey on your web server correctly:

  • Your intended website URL where your scripts will reside (e.g: http://my.domain.com/limesurvey)
  • The physical disk location on your server where your scripts will reside (e.g.: /home/usr/htdocs/limesurvey)
  • The IP/net location of your database server (ie: localhost)
  • If your database server uses a non-standard port, find out which port it is.
  • Your user name and password for your database server
  • With most providers you can't let the script create the database, but have to do it yourself. If you are using such a provider, please create a database (for example limesurvey) yourself.

5. LimeSurvey 的組態設定

使用自己的文字編輯器修改 /limesurvey/目錄內的 config.php 文件檔,下列設定要加以調整:

Set directory permissions

For the script to work properly it needs certain access to some directories - this applies especially to Linux/*nix systems.

  • The "/limesurvey/tmp" directory (and all its subdirectories and files) are used for imports & uploads and should be set to Read & Write for your webserver.
  • The "/limesurvey/upload/" directory (and all its subdirectories and files) must also have Read & Write for your webserver in order to enable picture and media files upload.
  • The "/limesurvey/application/config/" directory also needs Read & Write permissions for your webserver.
  • The other directories can be set to Read Only. You may wish in Linux/Unix to set the permissions on each file within the /limesurvey/admin directory to Read Only.
  If you are using Linux, then setting permissions depends on your webserver configuration. For example, if you use Apache HTTPD on CentOS, type chmod -R 755 <directory> ; chown -R apache <directory>. This will give everyone access to read, and your webserver will have the permission to write. Check the following link for more information on Linux permissions.


Create a database user

LimeSurvey will create a database and the tables inside it. To be able to do this, it will need the user name and password of a database user. We generally recommend to create a database user with the following permissions:

- MySQL: SELECT, CREATE, INSERT, UPDATE, DELETE, ALTER, DROP, INDEX

- PostgreSQL: SELECT, INSERT, UPDATE, DELETE, TRUNCATE, TRIGGER

- Microsoft SQL Server: Unknown - if you can find out this information please complete it.


Go to "http://www.example.com/limesurvey/admin". If you configured everything correctly, the LimeSurvey installer should be starting - just follow the instructions. You will be asked if to create the database and/or create the tables inside the database. LimeSurvey will then create the needed tables in the database.

8. 首次連結 admin 源程序

After the installer has finished you are done! Open your browser and enter the URL to the LimeSurvey administration. Assuming you used 'limesurvey' as the directory name to store the files in, this will be something like "http://www.example.com/limesurvey/admin".

You should get a login screen. The default login credentials (if not changed during the installation) are:


User: admin
Password: password


緊記第一次登入後馬上要更改預設的密碼.

9. 我遇到問題怎麼辦...

Like all computer programs, most of the time things will work just like the instructions say, but sometimes they just won't. There are too many possible reasons for things not going according to plan to describe here. If you have trouble, first check out the Installation FAQ. If you don't find your answer there, please post your problem and any error messages in the LimeSurvey forums, open a support ticket, or join the IRC channel: