TWiki Reference Manual (01 Feb 2003)

TWiki Reference Manual (01 Feb 2003)

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This page contains all documentation topics as one long, complete reference sheet.

This page contains all documentation topics as one long, complete reference sheet.

Windows Install Cookbook

Introduction

This cookbook is intended to get you up and running with TWiki on Windows quickly, with as few problems as possible. The 'cookbook' approach is simply to restrict the many choices that someone installing TWiki must make, so that a reasonably well-defined procedure can be followed - new users can simply follow the steps, while experts can use this as more of a guideline. Please read TWiki:Codev.WindowsModPerlInstallCookbook in case you use mod_perl.

There is a huge volume of existing material on TWiki about installing on Windows, and I'm indebted to the many contributors for this - the aim of this cookbook is to synthesise the many tips into a recipe that works.

• NOTE: This cookbook is probably incomplete (e.g. it doesn't cover authentication setup), but it has now been successfully tried out by a few people - it is quite accurate and should get you started if you follow the instructions. Please consider it beta quality, and provide feedback in TWiki:Codev.WindowsInstallCookbookComments.
• NOTE: You will get the best results from following this cookbook exactly, using the same directories etc - however, if you really do need to vary things, it should be fairly obvious what to do.

-- RichardDonkin? - 24 Feb 2002

Recent updates

• 30 Nov 2002 - added binutils to list of Cygwin packages, and added warning not to use Apache 2.0
• 20 Nov 2002 - update to avoid TWiki:Support.InstallDigestSHA1Fails when installing Digest::SHA1 on Windows 2000
• 12 Nov 2002 - setting SMTPMAILHOST for user registration and notification
• 03 Sep 2002 - linked to TWiki:Codev.WindowsModPerlInstallCookbook
• 20 Jul 2002 - added flags to grep commands in TWiki.cfg
• 27 Jun 2002 - more updates to list of required Cygwin packages
• 20 Jun 2002 - added creation of c:/twiki directory
• 17 Jun 2002 - updates to list of required Cygwin packages
• 15 Jun 2002 - various notes on Cygwin installation and troubleshooting: use of 'Unix' as default text file type (i.e. for mounting c:/cygwin directories) is essential for binary attachment uploads to work properly
• 27 Apr 2002 - update to settings for egrep and fgrep on some Cygwin versions (fix from TWiki:Main.DavidLeBlanc)
• 21 Apr 2002 - updates on download sizes and free disk space requirements, improved post-installation testing, and brief coverage of TWiki:Codev.WindowsInstallModNTLM to avoid TWiki:Codev.ForgettingPasswords
• 18 Apr 2002 - updates on Apache installation, setting TZ variable, and creation of c:\temp, based on comments by TWiki:Main.MaryDeMarco
• 3 Apr 2002 - added pcre to list of Cygwin packages (required by grep), fixed bug in Apache config (Apache doesn't allow '#' comments on same line as config)
• 19 Mar 2002 - comment about Windows 98
• 18 Mar 2002 - fix for register script committed to TWiki:Codev.TWikiAlphaRelease - most users can ignore this for now, but the edits in step 5 will eventually go away
• 14 Mar 2002 - minor fix to section on Apache environment
• 13 Mar 2002 - added a link to another Windows text editor
• 4 Mar 2002 - changed status to beta, notes about using spaces in file names, pointer on TWiki authentication setup, overview of Cygwin permissions and security issues
• 3 Mar 2002 - minor update to include uname -a command to check Cygwin DLL version, and delete Apache config's PassEnv line
• 27 Feb 2002 - various improvements to Cygwin and Perl Net::SMTP installation sections, based on comments in TWiki:Codev.WindowsInstallCookbookComments by TWiki:Main.MartinWittmann. Also linked to a Windows editor that understands Unix/Cygwin file formats.
• 25 Feb 2002 - clarified changes required to register, fixed minor typo in Cygwin binary mode section, after beta testing by TWiki:Main.JerryWard (thanks!)

Scope

This document covers installation of the TWiki -1-Feb-2003 production release in the following environment - if you want to use a different environment, feel free to use this as a guideline only.

Why this choice of packages? Because I've tried them, and they work well, without requiring a complicated setup... In particular, Apache is the commonest choice for TWiki on Unix/Linux, Cygwin Perl is very close to Unix Perl, and the Cygwin RCS is regularly updated, with a recent TWiki-relevant bug fix in Feb 2002. Cygwin also lets you install the Unix tools, Perl and RCS in a single step, saving quite a lot of time.

More recent minor versions should be OK, but they can introduce bugs.

Major version upgrades, such as Apache 2.0 and Perl 5.8, are very likely to cause problems - for example, Apache 2.0 is unable to authenticate (see TWiki:Support.FailedAuthenticationWithApache2OnWinNT) users created by the current TWiki user registration script (due to a feature being removed in 2.0), and Perl 5.8 may introduce issues due to its Unicode features. Even though the Apache group says that Apache 2.0 is the best version, that's not true for TWiki.

Alternatives

There are doubtless other combinations of components that may work - in particular:

• TWiki:Codev.ActiveState Perl involves only minor changes to TWiki.cfg, and is probably a simpler choice if you need an easy way to install mod_perl (see TWiki:Codev.ModPerl). TWiki:Codev.ActiveState Perl can be substituted without too much hassle, and in fact the same TWiki.cfg can be used for both TWiki:Codev.ActiveState and Cygwin Perl.
• Using a different web server is certainly possible, but the setup required for each webserver varies greatly (see TWiki:Codev.TWikiOnWindows for pages about specific web servers). You may find it easiest to get a working system with Apache and then switch over to another web server.
• Windows NT works fine.
• Windows XP should work in theory, but see the Apache site for details of XP-related bugs, and other packages' sites for any peculiarities of XP. Please report any XP installations on TWiki:Codev.TWikiOnWindowsKnownConfigurations, and comment at TWiki:Codev.WindowsInstallCookbookComments.
• Windows 98 is reported to work for at least one person - see TWiki:Support.TwikiOnWindowsBinaryAttachments.

Covering the whole range of additional possibilities, particularly web servers, would make this cookbook too complex, and is best handled as a separate activity.

Checking versions

If you already have some of these add-ons installed, here's how to check the versions - this assumes you have TWiki:Codev.CygWin already installed:

   $ : Cygwin DLL version is the number in 1.3.x format
   $ uname -r
   $ less c:/your-apache-dir/Announcement
   $ perl -v
   $ rcs -V

If you have an older version of any component, do yourself a favour and upgrade it as part of the install process.

Pre-requisites and upgrades

You will need to have local administrator rights and to be comfortable with Windows administration.

This cookbook is intended for a clean install, i.e. none of these components are already installed. However, since Cygwin and Apache's installation process is fairly upgrade-friendly, upgrades should work as well - take backups of all your data and config files first, though!

Text editing

Editing Cygwin files is best done with an editor that can handle Unix file format (see the Cygwin binary mode section below) - the installation process includes nano, a non-GUI editor, but if you prefer to use a GUI editor, you should first install PFE, a freeware editor that supports Unix format files. PFE is available on download.com and Simtel.

Another good TWiki:Codev.OpenSource editor is SciTE (aka WSciTE), available at http://www.scintilla.org/SciTE.html.

The Unix/Windows Environment

It's a little known fact that you can use pathnames such as c:/apache almost everywhere in Windows - try it in a File Open dialogue box. The main exception is the Win2000 cmd.exe command line shell - here, you must use double quotes around forward slashes, e.g. dir "c:/apache" will work fine.

The reason this matters is that '\' is a special character to Perl and other tools, so it's much easier to use '/' everywhere.

The Cygwin environment

TWiki:Codev.CygWin is a Unix-like environment for Windows - many of its tools support the c:/apache format, but it also provides a more Unixlike syntax, e.g. /usr/bin/rcs.exe, because some Unix tools ported onto Cygwin only support the Unix format.

When you launch a Cygwin shell, your existing PATH variable is translated from the Windows format to the Unix format, and the ';' separators in the Windows PATH are changed into ':' separators as required by Unix. A Cygwin tool (e.g. Cygwin Perl or Cygwin RCS) will always use the Unix PATH format, and will accept Unix format pathnames.

The Apache environment

Apache runs as a native Windows process and has nothing to do with Cygwin (at least the version used in this cookbook doesn't). Hence it supports c:/ pathnames in its config files and the first line of Perl CGI scripts.

If you need to use spaces in file names (not recommended), put double quotes around the file name in the httpd.conf file. There have been some security-related bugs in Apache with long pathnames, which are a bit more likely if you use spaces, so it's best to just avoid long names and using spaces.

The Perl environment

Once Perl has been launched by Apache, it is in Cygwin mode, and so is everything it launches, including ls, egrep, and RCS tools that it (typically) launches with the bash shell.

If you need to use spaces in file names (not recommended), you may be able to put double quotes around the file name in the TWiki.cfg file - however, it's not clear whether all the TWiki code would work with this.

Installing Components

Enough background, let's get on with the installation.

TWiki (part 1)

Head to http://twiki.org, click the download link, and fill in the form to request a URL for download. You'll get an automated email, which should arrive by the time you need it.

Apache

1. Download Apache

• Check at http://httpd.apache.org/ for any security announcements
• Check the latest 1.3.x version number on this page
• Find a local mirror using http://www.apache.org/dyn/closer.cgi - choose httpd, then binaries, then win32
• The file to download is apache_1.3.X-win32-x86-no_src.msi where 'X' is 20 or higher
  • Note that this is a Microsoft Installer format file (.MSI) - this is supported by Windows 2000.

• NOTE: If you are using Windows NT, download the .MSI installer (instmsi.exe) from the Apache Win32 download page - this enables you to install .MSI files. You may need to update the .MSI Installer if you have an old version under NT.
• NOTE: The Apache package itself requires a download of around 2 MB, and up to 10 MB of free disk space once installed.

2. Install Apache

• Double-click the .MSI file to run the installer
• Specify c:\ as the installation directory - this actually installs Apache into c:\apache (if you specify c:\apache, it installs into c:\apache\Apache). Putting Apache into c:\Program Files is not recommended for easy editing of Apache config files from Cygwin.
• You can choose to run Apache as a Win2000 service or as a normal program - see the Apache docs for details.
  • NOTE: Needs a bit more detail here... See the excellent documents about Installing Apache on Windows and Running Apache as a Windows NT/2000 service.

3. Test Apache

• If necessary, start apache, either as a Win2000 service (using Admin Tools | Computer Management, or by typing apache -k start -n apache) or standalone (by typing apache -k start)
• Point your browser at http://yourdomain.com/ to see the Apache intro page.

Congratulations, you now have a working web server!

To restart Apache after changing its config, type:

• apache -k restart for standalone Apache process running in another window
• apache -k restart -n apache for Apache running as a Win2000 service (-n gives name of service)

Another useful command is apache -k stop.

Cygwin, Unix tools, Perl and RCS

4. Install Cygwin

Head to http://cygwin.com, and click the Install Cygwin Now link. Save the setup.exe in a directory, e.g. c:\download\cygwin-dist.

Now run the Cygwin setup.exe file - this will also install Perl and RCS in one fell swoop.

• Choose Internet install
• On first page, accept the defaults (be sure that the default text file type is Unix to avoid problems with attachment uploads, and specify 'install for all users')
• Select c:\download\cygwin-dist as the local package directory, and suitable proxy settings, then pick a local mirror site
• In the package list screen, hit the View button until you get an alphabetical list that says Full to the right of the button.
• Leave the radio button on Curr (Current)
  • The Current column shows what's installed on your system (if anything)
• For each package, make sure the New column in the installer has a version number under it. If it says 'Skip' or 'Keep' (meaning it's already installed), single-click that word until a version number is shown. Make sure you select the following packages:
  • bash
  • binutils
  • diffutils
  • gcc
  • grep
  • gzip
  • make
  • nano
  • ncftp
  • pcre
  • perl (5.6.1-2 or higher)
  • rcs (5.7-2 or higher)
  • tar
  • textutils
  • unzip
  • w32api
  • wget (optional, useful for Perl install and TWiki:Codev.ReadWriteOfflineWiki)
  • NOTE: Do not include lynx if you are upgrading from an older Cygwin installation (to avoid annoying DLL messages) - if you want Lynx, read the Cygwin FAQ entry and upgrade libncurses5.
• Hit Next to do the installation.
  • NOTE: The mandatory packages require a download of about 12 MB - about half of this is Perl, which would be necessary even without Cygwin, and most of the rest is gcc, which is required for simple installation of Perl modules that use the C language. Something like 20 to 30 MB of free disk space should be enough for Cygwin, but I didn't test this (try a du -k / after a new install and let me know the last figure).
  • NOTE: The installer keeps a local copy of downloaded files, so it's easy to re-install without re-downloading.
• Let the installer create the shortcuts suggested

5. Test Cygwin

• Launch the desktop icon - this runs the bash shell, which has command line editing features
  • Use the cursor up key to recall previous commands - normal PC editing keys can then be used to edit a command
  • TIP: When typing a directory or file name, hit the TAB key after the first few letters of the name - bash will 'complete' the name. If bash beeps at you, hit TAB again to see the files/directories that match the name so far, and type a bit more before hitting TAB. This saves a lot of time!
• Type rcs -V - you should see the RCS version, 5.7
• Type perl -v - you should see cygwin mentioned in the first line, and the Perl version, 5.6.1
• Type grep home /etc/passwd - you should see some output.

The Cygwin User Guide is well worth reading for some background on how Cygwin works.

6. Configure Cygwin for binary mode

• This is very important - omitting this step leads to a partially working system that corrupts RCS files - without this, Cygwin tools (including Perl and RCS) will add unwanted carriage returns (Ctrl/M, '\r') to files in an attempt to translate between the Windows and Unix text file formats (Unix text files only use line feeds ('\n').
  • This has been a great time sink, causing numerous subtle problems - see TWiki:Codev.CookbookLineEndingProblems
• Stay in the Cygwin (bash) shell, and type the following (use only forward slashes, i.e. '/'):

   $ mkdir /twiki /c c:/twiki
   $ mount -b -s c:/twiki /twiki
   $ mount -b -s c:/ /c
   $ mount -b -c /cygdrive
   $ mount
   Device              Directory           Type         Flags
   C:\cygwin\bin       /usr/bin            system       binmode
   C:\cygwin\lib       /usr/lib            system       binmode
   C:\cygwin           /                   system       binmode
   c:\twiki            /twiki              system       binmode
   c:                  /c                  system       binmode

• This configures /twiki (known as a 'mount point') to map onto c:/twiki and for that directory tree to always be in binary mode, and does the same for /c, mapping it onto c:/. The last-but-one command sets binary as the default for any unmounted drives (e.g. z:/, aka /cygdrive/z).
• It is very important that all lines in the output of mount say 'binmode' under Flags
  • If the lines for C:\cygwin directories do not, you should uninstall and then re-install Cygwin to ensure that binary attachment uploads will work.
• You can now refer to files using Unix paths, e.g. /twiki/bin/view or /c/apache/Announcement - see the Cygwin documentation for more details on this.
• Now test this, still using the Cygwin shell:
  • Type cd /twiki
  • Type echo hi >t
  • Type cat -v t - you should see hi as the output
  • If you see filename errors, your mounts did not work for some reason - check your typing
  • If you see hi^M as output, your /twiki directory is not in binary mode
  • Clean up by doing rm t

This setup is written to the Windows registry, so there's no need to put these commands into a .profile file. For more information on binary vs text mode, see this User Guide section and this FAQ entry.

TWiki (part 2)

7. Download TWiki

Download the latest TWiki release from the URL that PeterThoeny? sent you, and save it in the c:/twiki directory.

8. Install TWiki

Unzip the ZIP file under c:/twiki using WinZip, or by going into Cygwin and doing the following - you can hit the TAB key to complete filenames after you've typed the first part:

   $ cd /twiki
   $ unzip TWiki20011201.zip

Configuring components

Now that all the components are installed, you need to configure them.

Configuring Apache

The setup given here is fairly simple, in that it allows only TWiki to be served by the web server. For more complex setups, you can investigate the Alias and ScriptAlias commands that are left commented out in this configuration.

• NOTE: This needs reviewing for security holes and to ensure nothing is missed, though this config does work.

1. Configure Apache (part 1)

Using a suitable text editor (e.g. Cygwin's 'nano', or the Windows PFE editor, unless you already know 'vi'), edit c:/apache/conf/httpd.conf as follows - this tells Apache where TWiki lives, and removes the need to tinker with the Windows 2000 environment settings.

• If you are using nano, always launch it with nano -w filename - this turns off wrapping of long lines.
• Note the trailing '/' characters in various places - they are important!

• Create the c:\temp directory, by typing mkdir c:\temp in a DOS command line window
• Edit the following lines, some of which already exist in the file:

# Change this to point to the Apache administrator (e.g. you)
ServerAdmin you@yourdomain.com

# Replaces DocumentRoot "C:/apache/htdocs"
DocumentRoot "C:/twiki"

# Replaces <Directory "C:/apache/htdocs">
<Directory "C:/twiki">

• Add the following lines - the Alias and ScriptAlias lines can be omitted in this setup

# Alias /twiki/ "C:/twiki/"
# ScriptAlias /twiki/bin/ "C:/twiki/bin/"
<Directory  "C:/twiki/bin/">
    # RD: Changed None to All in next line, to enable .htaccess
    AllowOverride All
    Allow From All
    Options  ExecCGI
    SetHandler cgi-script
</Directory>

# Environment setup required to run Apache as service or as a
# standalone process.
<IfModule mod_env.c>
   # Adjust TZ for your server timezone, e.g. EST5EDT - put the non-daylight-savings
   # timezone code first (e.g. EST or GMT), followed by the number of hours that it's behind GMT 
   # during non-daylight-savings time (use '-5' for timezones in advance of GMT).
   SetEnv TZ GMT0BST
   SetEnv RCSINIT -x,v/
   # Adjust TEMP and TMP for your server and create directories if necessary
   SetEnv TEMP c:/temp
   SetEnv TMP c:/temp
   SetEnv LOGNAME system
   SetEnv HOME c:/twiki
</IfModule>

2. Configure Apache (part 2)

Add an AddHandler line to the <IfModule mod_mime.c> section of httpd.conf - this removes the need to rename all the TWiki CGI scripts later in the installation.

• Note the trailing '.' on the AddHandler line.

#
# Document types
#
<IfModule mod_mime.c>
    # TWiki setup - avoid renaming scripts
    AddHandler cgi-script .
</IfModule>

Configuring TWiki

3. Configure TWiki

Edit the TWiki config file, c:/twiki/lib/TWiki.cfg (or in Cygwin terms, /twiki/lib/TWiki.cfg) as follows:

• NOTE: It should be possible to use c:/twiki format pathnames for Cygwin, given the above binmode setup, but I have not tested this fully - a Cygwin Perl test script does generate binary mode files in this configuration, so it should work with RCS as well (really need a small RCS file corruption test case). Watch out for RCS file corruption carefully if you do try c:/twiki pathnames with Cygwin, and do report your experiences...
• NOTE: Some recent versions of Cygwin (e.g. 1.3.10) seem to create 'symbolic links' from fgrep and egrep to grep, requiring the settings for these commands to point directly to grep (with suitable flags to provide fgrep and egrep behaviour).

# variables that need to be changed when installing on a new server:
# ==================================================================
#                   http://your.domain.com/twiki : link of TWiki icon in upper left corner :
$wikiHomeUrl      = "http://yourdomain.com/bin/view";
#                   Host of TWiki URL :    (Example "http://myhost.com:123")
$defaultUrlHost   = "http://yourdomain.com";
#                   /twiki/bin : cgi-bin path of TWiki URL:
$scriptUrlPath    = "/bin";
#                   /twiki/pub : Public data path of TWiki URL (root of attachments) :
$pubUrlPath       = "/pub";

# NOTE: Next three settings should be valid absolute pathnames using Cygwin; if using
# TWiki:Codev.ActiveState Perl, use z:/twiki format pathnames if your TWiki directory is not on C:.

#                   Public data directory, must match $pubUrlPath :
$pubDir           = "/twiki/pub";
#                   Template directory :
$templateDir      = "/twiki/templates";
#                   Data (topic files) root directory :
$dataDir          = "/twiki/data";

....

#                   Set ENV{'PATH'} explicitly for taint checks ( #!perl -T option ) :
#                   (Note: PATH environment variable is not changed if set to "")

# On Windows, $safeEnvPath needs only one component, the directory where RCS is installed
# - used by 'rcsdiff' to run 'co' program, so PATH must be correct.

# Unix/Linux setting:
# $safeEnvPath      = "/bin:/usr/bin";

# Using Cygwin perl, so can use Unix-like paths, with ':' as separator.
# Note that /usr/bin and /bin are identical due to default /usr/bin mount
# in Cygwin.  Must NOT use 'c:/foo' type paths, as ':' is taken as separator
# meaning that 'c' is interpreted as a pathname, giving Perl taint error.
$safeEnvPath      = "/bin";

# If using ActiveState perl, use Windows paths instead
# $safeEnvPath      = "c:/cygwin/bin";

...

#                   RCS directory (find out by 'which rcs') :
$rcsDir           = "c:/cygwin/bin";

...

#                   Unix egrep command :
$egrepCmd         = "/bin/grep -E";
#                   Unix fgrep command :
$fgrepCmd         = "/bin/grep -F";

For the cookbook install using Cygwin Perl, there's no more TWiki.cfg editing to be done, so you can get onto the next section.

• For TWiki:Codev.ActiveState Perl, you need to make these additional edits further down the file - this is the only place where backslashes are needed. (See TWiki:Codev.CookbookActivePerlSetup for some extra Perl setup that should remove the need for these edits.)

#                   NOTE: When using ActiveState Perl, you must specify
#                   a full Windows-style pathname, using '\\' for backslashes,
#                   for the ls, egrep and fgrep commands, because Cygwin's shell
#                   is not used - forward slashes are OK in Windows everywhere
#                   except in the cmd.exe shell. Drive letters are OK - e.g.
#                   'c:\\foo\\ls' will work.  When using Cygwin perl, just
#                   use the default '/bin/ls' type settings.
#
#                   Unix ls command :
$lsCmd            = "c:\\cygwin\\bin\\ls";
#                   Unix egrep command :
$egrepCmd         = "c:\\cygwin\\bin\\grep";
#                   Unix fgrep command :
$fgrepCmd         = "c:\\cygwin\\bin\\grep";

Editing the CGI scripts

4. Editing the Shebang lines

Now to edit the curiously named 'shebang lines' at the top of the TWiki CGI scripts...

• You must use the Cygwin shell to do this (unless you are a Perl expert) - don't use the Windows command shell, cmd.exe (aka DOS Prompt)
• Then do the following, which quickly edits the 19 or so files, using Perl - the important lines are in bold.
• Type the Perl line very carefully
  • If you do mis-type the perl line, you can restore from the .backup directory and re-run the command, as it will only edit the original files, not the backups with '~' suffixes.

$ cd /twiki/bin

$ ls
attach   geturl         oops     rdiff     save        testenv  viewfile
changes  installpasswd  passwd   register  search      upload
edit     mailnotify     preview  rename    statistics  view

$ mkdir .backup 
$ cp * .backup

$ head -1 view
#!/usr/bin/perl -wT

$ perl -pi~ -e 's;#!/usr/bin/perl;#!c:/cygwin/bin/perl;' *[a-z]

$ head -1 view
#!c:/cygwin/bin/perl -wT

$ ls
attach    geturl          oops      rdiff      save         testenv   viewfile~
attach~   geturl~         oops~     rdiff~     save~        testenv~  view~
changes   installpasswd   passwd    register   search       upload
changes~  installpasswd~  passwd~   register~  search~      upload~
edit      mailnotify      preview   rename     statistics   view
edit~     mailnotify~     preview~  rename~    statistics~  viewfile

If for some reason the edit goes wrong, just type cp .backup/* . (while within the bin directory) to restore the original distribution files. Use ls -a to see the .backup directory, and ls -a .backup to view its contents.

Optional step: you can do 'rm *~' to clean out the backups made by Perl, but that's not essential as all the original files cannot be executed. If you do this, type the command very carefully, as a space after the '*' will wipe out all files in this directory!

5. Minor changes to TWiki scripts

As an interlude, you now need to make some minor edits to files in the c:/twiki/bin directory, using a suitable editor (remember to use nano -w filename if you prefer nano to vi - or just use the Windows PFE editor).

• Edit the register script in /twiki/bin - change line 200 to read as follows (insert the MIME::Base64:: part):

         return $user . ':{SHA}' . MIME::Base64::encode_base64(Digest::SHA1::sha1($passwd));

• If you are using TWiki:Codev.ActiveState Perl, you also need to update testenv, see TWiki:Codev.CookbookActivePerlTestenv

Perl module installation

6. Installing required Perl modules

Some additional Perl modules are needed for the register script to work properly. Fortunately, there is an automated tool that makes it easy to do this - it's called cpan, and goes to the Perl module archive site, http://www.cpan.org/, to download all required modules, and then build and install them. Here's what you need to do:

First of all, you need to get the cpan tool configured and working - this is only necessary once. From the Cygwin shell, type the following (putting the export command in ~/.profile is recommended to make this setting persistent). Without the TEMP variable, some modules may fail to install on Windows 2000 and higher.

$ export TEMP=/c/temp
$ cpan
Lots of questions about configuration and preferences - just hit Enter until you 
get to the questions about mirror sites, but answer the questions about FTP proxies etc
 if you are behind a proxy-based firewall.  The CPAN tool will fetch a series of files, 
some quite large, as part of this setup process, so be patient...

NOTE: If you are behind a non-proxy-based firewall that requires the use of passive FTP, the initial downloads of files using Net::FTP may appear to hang - just wait 5 or more minutes, however, and the CPAN tool should eventually hit on ncftpget, which is part of Cygwin and does work OK. If this doesn't work and you are behind a typical NAT-based firewall, try doing the following at the Cygwin shell before running cpan - this forces Net::FTP to use passive FTP, letting it get through such firewalls:

$ export FTP_PASSIVE=1

Once some initial files are downloaded, you are asked to select your continent and country, and then mirror sites - just type the number of the mirror sites you want to use (pick a few in case one is down):

...
(28) Turkey
(29) Ukraine
(30) United Kingdom

Select your country (or several nearby countries) [] 30

(1) ftp://cpan.teleglobe.net/pub/CPAN
(2) ftp://ftp.clockerz.net/pub/CPAN/
(3) ftp://ftp.demon.co.uk/pub/CPAN/
(4) ftp://ftp.flirble.org/pub/languages/perl/CPAN/
(5) ftp://ftp.mirror.ac.uk/sites/ftp.funet.fi/pub/languages/perl/CPAN/
(6) ftp://ftp.plig.org/pub/CPAN/
(7) ftp://mirror.uklinux.net/pub/CPAN/
(8) ftp://sunsite.doc.ic.ac.uk/packages/CPAN/
(9) ftp://usit.shef.ac.uk/pub/packages/CPAN/
Select as many URLs as you like,
put them on one line, separated by blanks [] 4 7 8

Enter another URL or RETURN to quit: []
New set of picks:
  ftp://ftp.flirble.org/pub/languages/perl/CPAN/
  ftp://mirror.uklinux.net/pub/CPAN/
  ftp://sunsite.doc.ic.ac.uk/packages/CPAN/

Eventually, you'll get to the CPAN tool's shell prompt, where you need to install a few modules - the tool will do all the work for you.

• NOTE: You will need to have previously installed the Cygwin make and gcc packages, which are required by the CPAN installer (gcc is required for modules that include C language code) - you can install them now by launching Cygwin's setup.exe from c:/download/cygwin-dist (no need to exit the CPAN installer).

cpan shell -- CPAN exploration and modules installation (v1.59_54)
cpan> install Net::SMTP
May already be installed - if it is, try 'force install', since it's useful to be able to set
firewall and passive FTP configuration when using Net::FTP.  Make sure you answer 'Y' to the question 
about whether you want to configure this package.
cpan> install Digest::SHA1
Lots of output about how CPAN finds, builds and installs the module - watch for 
any errors, though it should work fine if you have installed the Cygwin packages listed above (particularly 'gcc' and 'make').
cpan> install MIME::Base64
May already be installed.

Re-locking RCS files

7. Re-locking files

First, some testing: in your browser, go to http://yourdomain.com/bin/testenv - this provides a lot of detail, including warnings. Write down the Apache server's userid that is given by this script - typically either 'system' or 'administrator' - I'll assume 'system' from now on.

• If the testenv script doesn't work, go back and check the configuration of the Apache httpd.conf file, and TWiki.cfg. Have a look at the Apache error log, c:/apache/logs/error_log, and the TWiki error log, /twiki/data/log*.txt.

This 'system' user must own the locks on the RCS files, which are shipped with the lock held by 'nobody'. The reason this matters is that no revisions will be tracked by RCS unless the Apache userid matches that of the RCS file locks.

You can re-lock files using rcs -u and rcs -l, but it's a painfully manual process. Instead, just use Perl again to mass-edit all the RCS files, as follows:

• NOTE: The 'NR <= 10' part of the Perl command ensures that it only operates on the first 10 lines, to avoid editing the body of RCS files for topics that happen to include the text 'nobody:' (like this one...)

$ cd /twiki/data

$ : Make a backup of all files
$ tar czvf all-files.tar.gz */*

$ : Test edit a single file to check your typing
$ perl -pi~~~ -e 'NR <= 10 && s/nobody:/system:/ ' Main/WebIndex.txt,v

$ diff Main/WebIndex.txt,v Main/WebIndex.txt,v~~~
5c5
<       system:1.2; strict;
---
>       nobody:1.2; strict;

$ : Now edit all the RCS files at once - use cursor-up to recall previous command
$ perl -pi~~~ -e 'NR <= 10 && s/nobody:/system:/ ' */*,v

$ : Check for any remaining files not edited
$ grep 'strict;$' */*,v | grep -v system

$ : Clean up - type this very carefully 
$ rm */*~~~

• If something goes wrong: to restore your existing files from the backup, just type tar xzvf all-files.tar.gz and all your files, both .txt and .txt,v, will be back as they were before the edits.

You have now re-locked all the RCS files and are almost ready to start using TWiki!

Email setup

8. Email setup for notification and registration

You need to set the SMTPMAILHOST to an SMTP email host that is reachable and currently working. Otherwise you'll get a confusing message from TWiki when registering new users or running mailnotify (for WebNotify), along the lines of:

   Software Error: Can't call method "mail" on an undefined value at ../lib/TWiki/Net.pm line 187.

There are other settings to be made in TWikiPreferences, e.g. the WIKIWEBMASTER and (probably) the SMTPSENDERHOST (normally your mail server or TWiki server). See the TWikiInstallationGuide for more details, what's listed here is just enough to let you run the basic tests.

Testing your TWiki installation

It is important to test your TWiki installation before you release it to other users or put any significant data into it.

Here are the main things to test:

• testenv - use http://yourdomain.com/bin/testenv and check for warnings
• Page viewing (view script) - click around a few pages and make sure the links are OK
• RCS diffs (rdiff script) - click on the Diffs link and on the '>' links at bottom of page
• Edit a page, and register as a new user - tests page creation, use of register script to create a new user entry in /twiki/data/.htpasswd (the Apache password file), ability to send email via Net::SMTP, and whether SMTPMAILHOST was set correctly in TWikiPreferences.
  • If you get a failure to register or send email, check the Apache error log, and that all CPAN modules were installed correctly in Step 6, Installing required Perl modules.
  • Try typing tail -30 /c/apache/logs/error_log to see last 30 errors from Apache
• Edit a page - check revision increased and set to current date/time
• Edit the same page using another browser or PC, logging in as a different user - check there's a lock message (which you can override) and no double lines
• Check the Apache error_log file to see if there are any RCS errors so far
• Index - tests whether ls and grep are working
• Search - more tests for whether ls and grep are working
• Attachments - tests access to /twiki/pub directory.
  • Try a binary attachment upload and check the number of bytes in the file has not changed - if it has, see the Install Cygwin section's note on the default text file type.
• Check the Apache error_log file again

Troubleshooting

If anything doesn't work, go back and check the configuration of the Apache httpd.conf file, and TWiki.cfg. Have a look at the Apache error log, c:/apache/logs/error_log, and the TWiki error log, /twiki/data/log*.txt, and if necessary enable debugging on selected scripts (the commands are right at the top of each script) - the results go into /twiki/data/debug.txt. There is also a /twiki/data/warning.txt file that contains less serious messages.

See TWiki:Codev.TWikiPatches in case there are patches (i.e. specific code changes) for particular problems that may affect you (e.g. TWiki:Codev.ChangePasswordOnWin2K).

If you find that the Index feature doesn't work, or topic name searches fail, you should check you have set $egrepCmd and $fgrepCmd correctly, as mentioned above.

Permissions

TWiki:Codev.CygWin has several models for how it does security:

• By default, it only implements the Unix 'write' and 'execute' permissions bits - the former is controlled by the Windows Read-Only attribute, while the latter is automatically assigned to files named *.exe or *.com, and to files whose first line is a shebang (i.e. #!/bin/something). This is what has been used for this cookbook.
• You can enable the 'ntea' or 'ntsec' models, which will increase security but are also likely to introduce permission problems.

I have not had any problems with TWiki permissions on Windows, unlike Linux/Unix, which is probably because I'm using the default security model for Cygwin. If you use the other models, you may still be OK if you have local admin rights, and Apache is running as the SYSTEM user (which it uses if started as a service). If you do have trouble in this area, see the TWikiInstallationGuide's advice, some of which will apply to TWiki:Codev.CygWin, and log any issues in TWiki:Codev.WindowsInstallCookbookComments.

Next Steps

See the TWikiInstallationGuide for other setup. In particular, you'll probably want to refer to the section on basic authentication - remember to use c:/twiki type filenames (i.e. Windows format) since you are using Apache for Windows.

Improved authentication

You may want to investigate TWiki:Codev.WindowsInstallModNTLM, which describes how to add an Apache module so that TWiki:Codev.InternetExplorer users are automatically authenticated based on their Windows domain login - this avoids TWiki:Codev.GettingTheUsernameWrong and TWiki:Codev.ForgettingPasswords, which are usually very common among TWiki users.

Improved performance

See TWiki:Codev.WindowsModPerlInstallCookbook and TWiki:Codev.ModPerl for information on installing TWiki under Apache's mod_perl - this is somewhat more complex and follows a different model, so it's best to get some experience with TWiki, Apache and Perl first.

Format of filenames

In your TWiki on Windows installation, it's worth remembering that:

• Apache configuration files (e.g. the .htaccess file and c:/apache/conf/httpd.conf) always use Windows format paths, with forward slashes, e.g. c:/twiki
• The same is true for the first line of the TWiki Perl scripts (since this line is interpreted by Apache), e.g. c:/cygwin/bin/perl
• All other lines in the Perl scripts use Unix format paths, e.g. /twiki (using Cygwin Perl as per this cookbook)
  • If you are using TWiki:Codev.ActivePerl, that will use Windows format paths, e.g. c:/twiki
• Depending on the Perl version used (Cygwin or TWiki:Codev.ActivePerl), the TWiki.cfg file uses a mixture of Unix and Cygwin format paths - stick to the format used in the installation step for TWiki.cfg
• RCS always uses Unix format paths, e.g. /twiki

Credits

Material in this cookbook is heavily based on the enormous number of contributions in TWiki:Codev.TWikiOnWindowsArchive and related topics - too many people to thank, but have a look at the contributor list to TWiki:Codev.TWikiOnWindowsArchive to get an idea!

People who've tested or reviewed this document and provided valuable feedback include:

• TWiki:Main.BerndSchiffer
• TWiki:Main.ChrisKeith
• TWiki:Main.DavideBaroncelli
• TWiki:Main.DavidLeBlanc
• TWiki:Main.JerryWard
• TWiki:Main.MartinWittmann
• TWiki:Main.MaryDeMarco
• TWiki:Main.MattWilkie
• TWiki:Main.MikeBytnar
• TWiki:Main.RossC
• TWiki:Main.VictorGoh
• TWiki:Main.WolframJahn

-- PeterThoeny? - 30 Jan 2003

TWiki System Requirements

Server and client requirements for TWiki 01-Feb-2003

Low client and server requirements are core features that keep TWiki widely deployable, particularly across a range of browser platforms and versions.

Server Requirements

TWiki is written in Perl 5, uses a number of shell commands, and requires RCS (Revision Control System), a GNU Free Software package. TWiki is developed in a basic Linux/Apache environment. It also works with Microsoft Windows, and should have no problem on any other platform that meets the requirements.

* Current documentation mainly covers Linux and Apache installations. See WindowsInstallCookbook for a Windows installation guide. See TWiki:Codev.TWikiOn for help with installation on various platforms including Unix, MacOS X, Apache mod_perl, web hosts, etc.

Client Requirements

The TWiki standard installation has extremely low browser requirements:

• HTML 3.2 compliant
• generates XHTML 1.0 pages that are compatible with HTML 3.2
• minimal use of JavaScript in the user interface (degrades gracefully)
• no cookies
• no CSS

You can easily add functionality, by customizing TWikiTemplates, for one, while tailoring the browser requirements to your situation.

Known Issues

• The TWikiPlugins feature currently does not have compatibility guidelines for developers. Plugins can require just about anything - browser-specific functions, stylesheets (CSS), Java applets, cookies, specific Perl modules,... - check the individual Plugin specs.
  • Plugins included in the TWiki distribution do not add requirements.

-- MikeMannix - 12 Jan 2002

TWiki::Func Module Documentation

Official list of stable TWiki functions for Plugin developers

Description

This module defines official funtions that Plugins and add-on scripts can use to interact with the TWiki engine and content.

Plugins should only use functions published in this module. If you use functions in other TWiki libraries you might impose a security hole and you will likely need to change your Plugin when you upgrade TWiki.

Functions: CGI Environment

getSessionValue( $key ) ==> $value

setSessionValue( $key, $value ) ==> $result

getSkin( ) ==> $skin

getUrlHost( ) ==> $host

getScriptUrl( $web, $topic, $script ) ==> $url

getScriptUrlPath( ) ==> $path

getViewUrl( $web, $topic ) ==> $url

getOopsUrl( $web, $topic, $template, $param1, $param2, $param3, $param4 ) ==> $url

getPubUrlPath( ) ==> $path

getCgiQuery( ) ==> $query

writeHeader( $query )

redirectCgiQuery( $query, $url )

Functions: Preferences

extractNameValuePair( $attr, $name ) ==> $value

• Example:
  • Variable: %TEST{ "nameless" name1="val1" name2="val2" }%
  • First extract text between {...} to get: "nameless" name1="val1" name2="val2"
  • Then call this on the text:
    my $noname = TWiki::Func::extractNameValuePair( $text );
my $name1  = TWiki::Func::extractNameValuePair( $text, "name1" );
my $name2  = TWiki::Func::extractNameValuePair( $text, "name2" );

getPreferencesValue( $key, $web ) ==> $value

• Example for Plugin setting:
  • MyPlugin topic has: * Set COLOR = red
  • Use "MYPLUGIN_COLOR" for $key
  • my $color = TWiki::Func::getPreferencesValue( "MYPLUGIN_COLOR" );

• Example for preferences setting:
  • WebPreferences topic has: * Set WEBBGCOLOR = #FFFFC0
  • my $webColor = TWiki::Func::getPreferencesValue( "WEBBGCOLOR", "Sandbox" );

getPreferencesFlag( $key, $web ) ==> $value

• Example for Plugin setting:
  • MyPlugin topic has: * Set SHOWHELP = off
  • Use "MYPLUGIN_SHOWHELP" for $key
  • my $showHelp = TWiki::Func::getPreferencesFlag( "MYPLUGIN_SHOWHELP" );

getWikiToolName( ) ==> $name

getMainWebname( ) ==> $name

getTwikiWebname( ) ==> $name

Functions: User Handling and Access Control

getDefaultUserName( ) ==> $loginName

getWikiName( ) ==> $wikiName

getWikiUserName( $text ) ==> $wikiName

wikiToUserName( $wikiName ) ==> $loginName

userToWikiName( $loginName, $dontAddWeb ) ==> $wikiName

isGuest( ) ==> $flag

permissionsSet( $web ) ==> $flag

checkAccessPermission( $type, $wikiName, $text, $topic, $web ) ==> $flag

Functions: Content Handling

webExists( $web ) ==> $flag

topicExists( $web, $topic ) ==> $flag

getRevisionInfo( $web, $topic ) ==> ( $date, $loginName, $rev )

checkTopicEditLock( $web, $topic ) ==> ( $oopsUrl, $loginName, $unlockTime )

setTopicEditLock( $web, $topic, $lock ) ==> $oopsUrl

readTopicText( $web, $topic, $rev, $ignorePermissions ) ==> $text

saveTopicText( $web, $topic, $text, $ignorePermissions, $dontNotify ) ==> $oopsUrl

• Example:
  my $oopsUrl = TWiki::Func::setTopicEditLock( $web, $topic, 1 );
if( $oopsUrl ) {
    TWiki::Func::redirectCgiQuery( $query, $oopsUrl );   # assuming valid query
    return;
}
my $text = TWiki::Func::readTopicText( $web, $topic );        # read topic text
# check for oops URL in case of error:
if( $text =~ /^http.*?\/oops/ ) {
    TWiki::Func::redirectCgiQuery( $query, $text );
    return;
}
# do topic text manipulation like:
$text =~ s/old/new/g;
# do meta data manipulation like:
$text =~ s/(META\:FIELD.*?name\=\"TopicClassification\".*?value\=\")[^\"]*/$1BugResolved/;
$oopsUrl = TWiki::Func::saveTopicText( $web, $topic, $text ); # save topic text
TWiki::Func::setTopicEditLock( $web, $topic, 0 );             # unlock topic
if( $oopsUrl ) {
    TWiki::Func::redirectCgiQuery( $query, $oopsUrl );
    return;
}

getPublicWebList( ) ==> @webs

getTopicList( $web ) ==> @topics

Functions: Rendering

expandCommonVariables( $text, $topic, $web ) ==> $text

renderText( $text, $web ) ==> $text

internalLink( $pre, $web, $topic, $label, $anchor, $createLink ) ==> $text

search text( $text ) ==> $text

formatGmTime( $time, $format ) ==> $text

Functions: File I/O

getDataDir( ) ==> $dir

getPubDir( ) ==> $dir

readTemplate( $name, $skin ) ==> $text

readFile( $filename ) ==> $text

saveFile( $filename, $text )

writeWarning( $text )

writeDebug( $text )

Copyright and License

Copyright (C) 2000-2003 Peter Thoeny, Peter@Thoeny.com

This program is free software; you can redistribute it and/or modify it under the terms of the GNU General Public License as published by the Free Software Foundation; either version 2 of the License, or (at your option) any later version.

This program is distributed in the hope that it will be useful, but WITHOUT ANY WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the GNU General Public License for more details, published at http://www.gnu.org/copyleft/gpl.html

NOTE: Above text is copied from the TWiki::Plugins/PerlDocPlugin output of TWiki::Func in twiki format. In case you want to get dynamically updated documentation based on the actual Perl module, install the PerlDocPlugin and replace above text with %PERLDOC{"TWiki::Func"}%.

-- PeterThoeny? - 31 Dec 2002

TWiki Reference Manual (01-Dec-2001)

TWiki Reference Manual (01 Feb 2003)

TWiki Formatted Search Results

Inline search feature allows flexible formatting of search result

The %SEARCH{...}% variable documented in TWikiVariables has a fixed format for the search result, that is, a table consisting of topic names and topic summaries. Use the format="..." parameter to specify a customized format of the search result. The string of the format parameter is typically a bullet list or table row containing variables (such as %SEARCH{ "food" format="| $topic | $summary |" }%).

Syntax

Two parameters can be used to specify a customized search result:

1. header="..." parameter

Use the header parameter to specify the header of a search result. It should correspond to the format of the format parameter. This parameter is optional.
Example: header="| *Topic:* | *Summary:* |"

2. format="..." parameter

Use the format parameter to specify the format of one search hit.
Example: format="| $topic | $summary |"

Variables that can be used in the format string:

Note: For $pattern(reg-exp), specify a RegularExpression that scans from start to end and contains the text you want to keep in parenthesis, like $pattern(.*?(from here.*?to here).*). You need to make sure that the integrity of a web page is not compromised; for example, if you include a table make sure to include everything including the table end tag.

Examples

Bullet list showing topic name and summary

Write this:

%SEARCH{ "FAQ" scope="topic" nosearch="on" nototal="on" header="   * *Topic: Summary:*" format="   * [[$topic]]: $summary" }%

To get this:

• Topic: Summary:
• TWikiFAQ: Frequently Asked Questions About TWiki This is a real FAQ, and also a demo of one easily implemented knowledge base solution. See how it's done, click Edit . SEARCH ...
• TWikiFaqTemplate: FAQ: Answer: Back to: NOP TWikiFAQ WIKIUSERNAME DATE
• TextFormattingFAQ: Text Formatting FAQ The most frequently asked questions about text formatting are answered. Also, TextFormattingRules contains the complete TWiki shorthand system ...

Table showing form field values of topics with a form

Write this in the Know web:

| *Topic:* | *OperatingSystem:* | *OsVersion:* |
%SEARCH{ "[T]opicClassification.*?value=\"[P]ublicFAQ\"" scope="text" regex="on" nosearch="on" nototal="on" format="| [[$topic]] | $formfield(OperatingSystem) | $formfield(OsVersion) |" }%

To get this:

Extract some text from a topic using regular expression

Write this:

%SEARCH{ "__Back to\:__ TWikiFAQ" scope="text" regex="on" nosearch="on" nototal="on" header="TWiki FAQs:" format="   * $pattern(.*?FAQ\:[\n\r]*([^\n\r]+).*) [[$topic][Answer...]]" }%

To get this:

TWiki FAQs:

• How do I delete or rename a topic? Answer...
• Why does the topic revision not increase when I edit a topic? Answer...
• TWiki has a GPL (GNU General Public License). What is GPL? Answer...
• I've problems with the WebSearch. There is no Search Result on any inquiry. By clicking the Index topic it's the same problem. Answer...
• What happens if two of us try to edit the same topic simultaneously? Answer...
• I would like to install TWiki on my server. Can I get the source? Answer...
• So what is this WikiWiki thing exactly? Answer...
• Everybody can edit any page, this is scary. Doesn't that lead to chaos? Answer...

Nested Search

Search can be nested. For example, search for some topics, then form a new search for each topic found in the first search. The idea is to build the nested search string using a formatted search in the first search.

Here is an example. Let's search for all topics that contain the word "culture" (first search), and let's find out where each topic found is linked from (second search).

• First search:
  • %SEARCH{ "culture" format="   * $topic is referenced by: (list all references)" nosearch="on" nototal="on" }%
• Second search. For each hit we want this search:
  • %SEARCH{ "(topic found in first search)" format="   $topic" nosearch="on" nototal="on" }%
• Now let's nest the two. We need to escape the second search, e.g. the first search will build a valid second search string. Note that we escape the second search so that it does not get evaluated prematurely by the first search:
  • Use $percnt to escape the leading percent of the second search
  • Use \" to escape the double quotes
  • Use $dollar to escape the $ of $topic
  • Use $nop to escape the }% sequence

Write this:

%SEARCH{ "culture" format="   * $topic is referenced by:$n      * $percntSEARCH{ \"$topic\" format=\"   $dollartopic\" nosearch=\"on\" nototal=\"on\" }$nop%" nosearch="on" nototal="on" }%

To get this:

• FormattedSearch is referenced by:
  • ManagingWebs TWikiDocumentation TWikiForms TWikiFuncModule TWikiHistory TWikiUpgradeGuide TWikiUpgradeTo01Dec2001 TWikiVariables TextFormattingRules WebStatistics WelcomeGuest
• TWikiAccessControl is referenced by:
  • FileAttachment MainFeatures ManagingTopics TWikiAccessControl TWikiDocumentation TWikiForms TWikiFuncModule TWikiHistory TWikiPreferences TWikiTopics TWikiTutorial TWikiUpgradeTo01Dec2000 TWikiUpgradeTo01Dec2001 TWikiUserAuthentication TWikiVariables WebPreferences WebStatistics WelcomeGuest WikiCulture WikiWord
• TWikiSite is referenced by:
  • InstantEnhancements InterwikiPlugin ManagingWebs StartingPoints TWikiDocumentation TWikiGlossary TWikiInstallationGuide TWikiPreferences TWikiRegistration TWikiRegistrationPub TWikiSite TWikiSiteTools TWikiTopics TWikiTutorial TWikiUpgradeTo01Dec2000 WabiSabi WebHome WebSiteTools WebStatistics WelcomeGuest WhatIsWikiWiki WikiCulture WikiReferences
• WabiSabi is referenced by:
  • AppendixFileSystem TWikiSite WabiSabi WebStatistics WikiCulture
• WelcomeGuest is referenced by:
  • StartingPoints TWikiSite TWikiUpgradeTo01Dec2000 WebHome WebPreferences WebStatistics WhatIsWikiWiki WikiCulture YouAreHere
• WikiCulture is referenced by:
  • TWikiAccessControl TWikiSite WabiSabi WelcomeGuest

-- PeterThoeny? - 16 May 2002

File Attachments

Each topic can have one or more files of any type attached to it by using the Attach screen to upload (or download) files from your local PC. Attachments are stored under revision control: uploads are automatically backed up; all previous versions of a modified file can be retrieved.

What Are Attachments Good For?

File Attachments can be used to create powerful customized groupware solutions, like file sharing and document management systems, and quick Web page authoring.

Document Management System

• You can use Attachments to store and retrieve documents (in any format, with associated graphics, and other media files); attach documents to specific TWiki topics; collaborate on documents with full revision control; distribute documents on a need-to-know basis using web and topic-level access control; create a central reference library that's easy to share with an user group spread around the world.

File Sharing

• For file sharing, FileAttachments on a series of topics can be used to quickly create a well-documented, categorized digital download center for all types of files: documents; graphics and other media; drivers and patches; applications; anything you can safely upload!

Web Authoring

• Through your Web browser, you can easily upload graphics (or sound files, or anything else you want to link to on a page) and place them on a single page, or use them across a web, or site-wide.
  • NOTE: You can also add graphics - any files - directly, typically by FTP upload. This requires FTP access, and may be more convenient if you have a large number of files to load. FTP-ed files can't be managed using browser-based Attachment controls. You can use your browser to create TWikiVariables shortcuts, like this %H% = .

Uploading Files

• Click on the Attach link at the bottom of the page. The Attach screen lets you browse for a file, add a comment, and upload it. The uploaded file will show up in the File Attachment table.
  • Any type of file can be uploaded. Some files that might pose a security risk are renamed, ex: *.php files are renamed to *.php.txt so that no one can place code that would be read in a .php file.
  • The previous upload path is retained for convenience. In case you make some changes to the local file and want to upload it, again you can copy the previous upload path into the Local file field.
  • Currently there is no file size limit other than the disk space on the server. * It's not recommended to upload files greater than a few hundred K through a browser. Large files can be extremely slow-loading, and often time out. Use FTP for large file uploads.

Downloading Files

• Click on the file in the File Attachment table.

• NOTE: There is no access control on individual attachments. If you need control over single files, create a separate topic per file and set topic-level access restrictions for each.

Moving Attachment Files

An attachment can be moved between topics.

• Click Action on the Attachment to be moved.
• On the control screen, select the new web and/or topic.
• Click Move. The attachment and its version history are moved. The original location is stored as topic Meta Data.

Deleting Attachments

It is not possible to delete attached files directly. You can delete a topic, and its attachments with it.

• One easy workaround is to create a Trash.TrashAttachments - then, simply move unwanted Attachments to that topic.

Linking to Attached Files

• Once a file is attached it can be referenced in the topic. Example:
  1. Attach file: Sample.txt
  2. Edit topic and enter: %ATTACHURL%/Sample.txt
  3. Preview: %ATTACHURL%/Sample.txt text appears as: http://bliss.biology.yale.edu/twiki/pub/TWiki/FileAttachment/Sample.txt, a link to the text file.

• To reference an attachment located in another topic, enter:
  • %PUBURL%/%WEB%/OtherTopic/Sample.txt (if it's within the same web)
  • %PUBURL%/Otherweb/OtherTopic/Sample.txt (if it's in a different web)

• Attached HTML files and text files can be inlined in a topic. Example:
  1. Attach file: Sample.txt
  2. Edit topic and write text: %INCLUDE{"%ATTACHURL%/Sample.txt"}%
     • Content of attached file is shown inlined.
     • Read more in IncludeTopicsAndWebPages.

• GIF, JPG and PNG images can be attached and shown embedded in a topic. Example:
  1. Attach file: Smile.gif
  2. Edit topic and write text: %ATTACHURL%/Smile.gif
  3. Preview: text appears as , an image.

File Attachment Contents Table

Files attached to a topic are displayed in a directory table, displayed at the bottom of the page, or optionally, hidden and accessed when you click Attach.

Attachment: Action: Size: Date: Who: Comment: Sample.txt action 30 22 Jul 2000 - 19:37 PeterThoeny Just a sample Smile.gif action 94 22 Jul 2000 - 19:38 PeterThoeny Smiley face

File Attachment Controls

Clicking on an Action link takes you to a new page that looks like this:

Attachment: Action: Size: Date: Who: Comment: Attribute: Sample.txt action 30 22 Jul 2000 - 19:37 PeterThoeny Just a sample   Smile.gif action 94 22 Jul 2000 - 19:38 PeterThoeny Smiley face   Update attachment Sample.txt Version: Action: Date: Who: Comment: 1.1 view 2001.08.30.09.28.56 PeterThoeny   Previous upload: C:\DATA\Sample.txt (PeterThoeny) Local file: Comment: Link: Create a link to the attached file at the end of the topic. Hide file: Hide attachment in normal topic view. Help text ... Topic FileAttachment . { | | Move attachment | Cancel }

• The first table is a list of all attachments, including their attributes. An h means the attachment is hidden, it isn't listed when viewing a topic.

• The second table is all the versions of the attachment. Click on View to see that version. If it's the most recent version, you'll be taken to an URL that always displays the latest version, which is usually what you want.
  • To change the comment on an attachment, enter a new comment and then click Change properties. Note that the comment listed against the specific version will not change, however the comment displayed when viewing the topic does change.
  • To hide/unhide an attachment, enable the Hide file checkbox, then click Change properties.

Known Issues

• Unlike topics, attachments are not locked during editing. As a workaround, you can change the comment to indicate an attachment file is being worked on - the comment on the specific version isn't lost, it's there when you list all versions of the attachment.

File Attachments

Each topic can have one or more files of any type attached to it by using the Attach screen to upload (or download) files from your local PC. Attachments are stored under revision control: uploads are automatically backed up; all previous versions of a modified file can be retrieved.

What Are Attachments Good For?

File Attachments can be used to create powerful customized groupware solutions, like file sharing and document management systems, and quick Web page authoring.

Document Management System

• You can use Attachments to store and retrieve documents (in any format, with associated graphics, and other media files); attach documents to specific TWiki topics; collaborate on documents with full revision control; distribute documents on a need-to-know basis using web and topic-level access control; create a central reference library that's easy to share with an user group spread around the world.

File Sharing

• For file sharing, FileAttachments on a series of topics can be used to quickly create a well-documented, categorized digital download center for all types of files: documents; graphics and other media; drivers and patches; applications; anything you can safely upload!

Web Authoring

• Through your Web browser, you can easily upload graphics (or sound files, or anything else you want to link to on a page) and place them on a single page, or use them across a web, or site-wide.
  • NOTE: You can also add graphics - any files - directly, typically by FTP upload. This requires FTP access, and may be more convenient if you have a large number of files to load. FTP-ed files can't be managed using browser-based Attachment controls. You can use your browser to create TWikiVariables shortcuts, like this %H% = .

Uploading Files

• Click on the Attach link at the bottom of the page. The Attach screen lets you browse for a file, add a comment, and upload it. The uploaded file will show up in the File Attachment table.
  • Any type of file can be uploaded. Some files that might pose a security risk are renamed, ex: *.php files are renamed to *.php.txt so that no one can place code that would be read in a .php file.
  • The previous upload path is retained for convenience. In case you make some changes to the local file and want to upload it, again you can copy the previous upload path into the Local file field.
  • Currently there is no file size limit other than the disk space on the server. * It's not recommended to upload files greater than a few hundred K through a browser. Large files can be extremely slow-loading, and often time out. Use FTP for large file uploads.

Downloading Files

• Click on the file in the File Attachment table.

• NOTE: There is no access control on individual attachments. If you need control over single files, create a separate topic per file and set topic-level access restrictions for each.

Moving Attachment Files

An attachment can be moved between topics.

• Click Action on the Attachment to be moved.
• On the control screen, select the new web and/or topic.
• Click Move. The attachment and its version history are moved. The original location is stored as topic Meta Data.

Deleting Attachments

It is not possible to delete attached files directly. You can delete a topic, and its attachments with it.

• One easy workaround is to create a Trash.TrashAttachments - then, simply move unwanted Attachments to that topic.

Linking to Attached Files

• Once a file is attached it can be referenced in the topic. Example:
  1. Attach file: Sample.txt
  2. Edit topic and enter: %ATTACHURL%/Sample.txt
  3. Preview: %ATTACHURL%/Sample.txt text appears as: http://bliss.biology.yale.edu/twiki/pub/TWiki/FileAttachment/Sample.txt, a link to the text file.

• To reference an attachment located in another topic, enter:
  • %PUBURL%/%WEB%/OtherTopic/Sample.txt (if it's within the same web)
  • %PUBURL%/Otherweb/OtherTopic/Sample.txt (if it's in a different web)

• Attached HTML files and text files can be inlined in a topic. Example:
  1. Attach file: Sample.txt
  2. Edit topic and write text: %INCLUDE{"%ATTACHURL%/Sample.txt"}%
     • Content of attached file is shown inlined.
     • Read more in IncludeTopicsAndWebPages.

• GIF, JPG and PNG images can be attached and shown embedded in a topic. Example:
  1. Attach file: Smile.gif
  2. Edit topic and write text: %ATTACHURL%/Smile.gif
  3. Preview: text appears as , an image.

File Attachment Contents Table

Files attached to a topic are displayed in a directory table, displayed at the bottom of the page, or optionally, hidden and accessed when you click Attach.

Attachment: Action: Size: Date: Who: Comment: Sample.txt action 30 22 Jul 2000 - 19:37 PeterThoeny Just a sample Smile.gif action 94 22 Jul 2000 - 19:38 PeterThoeny Smiley face

File Attachment Controls

Clicking on an Action link takes you to a new page that looks like this:

Attachment: Action: Size: Date: Who: Comment: Attribute: Sample.txt action 30 22 Jul 2000 - 19:37 PeterThoeny Just a sample   Smile.gif action 94 22 Jul 2000 - 19:38 PeterThoeny Smiley face   Update attachment Sample.txt Version: Action: Date: Who: Comment: 1.1 view 2001.08.30.09.28.56 PeterThoeny   Previous upload: C:\DATA\Sample.txt (PeterThoeny) Local file: Comment: Link: Create a link to the attached file at the end of the topic. Hide file: Hide attachment in normal topic view. Help text ... Topic FileAttachment . { | | Move attachment | Cancel }

• The first table is a list of all attachments, including their attributes. An h means the attachment is hidden, it isn't listed when viewing a topic.

• The second table is all the versions of the attachment. Click on View to see that version. If it's the most recent version, you'll be taken to an URL that always displays the latest version, which is usually what you want.
  • To change the comment on an attachment, enter a new comment and then click Change properties. Note that the comment listed against the specific version will not change, however the comment displayed when viewing the topic does change.
  • To hide/unhide an attachment, enable the Hide file checkbox, then click Change properties.

Known Issues

• Unlike topics, attachments are not locked during editing. As a workaround, you can change the comment to indicate an attachment file is being worked on - the comment on the specific version isn't lost, it's there when you list all versions of the attachment.

TWiki Formatted Search Results

Inline search feature allows flexible formatting of search result

The %SEARCH{...}% variable documented in TWikiVariables has a fixed format for the search result, that is, a table consisting of topic names and topic summaries. Use the format="..." parameter to specify a customized format of the search result. The string of the format parameter is typically a bullet list or table row containing variables (such as %SEARCH{ "food" format="| $topic | $summary |" }%).

Syntax

Two parameters can be used to specify a customized search result:

1. header="..." parameter

Use the header parameter to specify the header of a search result. It should correspond to the format of the format parameter. This parameter is optional.
Example: header="| *Topic:* | *Summary:* |"

2. format="..." parameter

Use the format parameter to specify the format of one search hit.
Example: format="| $topic | $summary |"

Variables that can be used in the format string:

Note: For $pattern(reg-exp), specify a RegularExpression that scans from start to end and contains the text you want to keep in parenthesis, like $pattern(.*?(from here.*?to here).*). You need to make sure that the integrity of a web page is not compromised; for example, if you include a table make sure to include everything including the table end tag.

Examples

Bullet list showing topic name and summary

Write this:

%SEARCH{ "FAQ" scope="topic" nosearch="on" nototal="on" header="   * *Topic: Summary:*" format="   * [[$topic]]: $summary" }%

To get this:

• Topic: Summary:
• TWikiFAQ: Frequently Asked Questions About TWiki This is a real FAQ, and also a demo of one easily implemented knowledge base solution. See how it's done, click Edit . SEARCH ...
• TWikiFaqTemplate: FAQ: Answer: Back to: NOP TWikiFAQ WIKIUSERNAME DATE
• TextFormattingFAQ: Text Formatting FAQ The most frequently asked questions about text formatting are answered. Also, TextFormattingRules contains the complete TWiki shorthand system ...

Table showing form field values of topics with a form

Write this in the Know web:

| *Topic:* | *OperatingSystem:* | *OsVersion:* |
%SEARCH{ "[T]opicClassification.*?value=\"[P]ublicFAQ\"" scope="text" regex="on" nosearch="on" nototal="on" format="| [[$topic]] | $formfield(OperatingSystem) | $formfield(OsVersion) |" }%

To get this:

Extract some text from a topic using regular expression

Write this:

%SEARCH{ "__Back to\:__ TWikiFAQ" scope="text" regex="on" nosearch="on" nototal="on" header="TWiki FAQs:" format="   * $pattern(.*?FAQ\:[\n\r]*([^\n\r]+).*) [[$topic][Answer...]]" }%

To get this:

TWiki FAQs:

• How do I delete or rename a topic? Answer...
• Why does the topic revision not increase when I edit a topic? Answer...
• TWiki has a GPL (GNU General Public License). What is GPL? Answer...
• I've problems with the WebSearch. There is no Search Result on any inquiry. By clicking the Index topic it's the same problem. Answer...
• What happens if two of us try to edit the same topic simultaneously? Answer...
• I would like to install TWiki on my server. Can I get the source? Answer...
• So what is this WikiWiki thing exactly? Answer...
• Everybody can edit any page, this is scary. Doesn't that lead to chaos? Answer...

Nested Search

Search can be nested. For example, search for some topics, then form a new search for each topic found in the first search. The idea is to build the nested search string using a formatted search in the first search.

Here is an example. Let's search for all topics that contain the word "culture" (first search), and let's find out where each topic found is linked from (second search).

• First search:
  • %SEARCH{ "culture" format="   * $topic is referenced by: (list all references)" nosearch="on" nototal="on" }%
• Second search. For each hit we want this search:
  • %SEARCH{ "(topic found in first search)" format="   $topic" nosearch="on" nototal="on" }%
• Now let's nest the two. We need to escape the second search, e.g. the first search will build a valid second search string. Note that we escape the second search so that it does not get evaluated prematurely by the first search:
  • Use $percnt to escape the leading percent of the second search
  • Use \" to escape the double quotes
  • Use $dollar to escape the $ of $topic
  • Use $nop to escape the }% sequence

Write this:

%SEARCH{ "culture" format="   * $topic is referenced by:$n      * $percntSEARCH{ \"$topic\" format=\"   $dollartopic\" nosearch=\"on\" nototal=\"on\" }$nop%" nosearch="on" nototal="on" }%

To get this:

• FormattedSearch is referenced by:
  • ManagingWebs TWikiDocumentation TWikiForms TWikiFuncModule TWikiHistory TWikiUpgradeGuide TWikiUpgradeTo01Dec2001 TWikiVariables TextFormattingRules WebStatistics WelcomeGuest
• TWikiAccessControl is referenced by:
  • FileAttachment MainFeatures ManagingTopics TWikiAccessControl TWikiDocumentation TWikiForms TWikiFuncModule TWikiHistory TWikiPreferences TWikiTopics TWikiTutorial TWikiUpgradeTo01Dec2000 TWikiUpgradeTo01Dec2001 TWikiUserAuthentication TWikiVariables WebPreferences WebStatistics WelcomeGuest WikiCulture WikiWord
• TWikiSite is referenced by:
  • InstantEnhancements InterwikiPlugin ManagingWebs StartingPoints TWikiDocumentation TWikiGlossary TWikiInstallationGuide TWikiPreferences TWikiRegistration TWikiRegistrationPub TWikiSite TWikiSiteTools TWikiTopics TWikiTutorial TWikiUpgradeTo01Dec2000 WabiSabi WebHome WebSiteTools WebStatistics WelcomeGuest WhatIsWikiWiki WikiCulture WikiReferences
• WabiSabi is referenced by:
  • AppendixFileSystem TWikiSite WabiSabi WebStatistics WikiCulture
• WelcomeGuest is referenced by:
  • StartingPoints TWikiSite TWikiUpgradeTo01Dec2000 WebHome WebPreferences WebStatistics WhatIsWikiWiki WikiCulture YouAreHere
• WikiCulture is referenced by:
  • TWikiAccessControl TWikiSite WabiSabi WelcomeGuest

-- PeterThoeny? - 16 May 2002

TWiki Meta Data

Additional topic data, program-generated or from TWikiForms, is stored in META variable name/value pairs

Overview

TWikiMetaData uses META variables to store topic data that's separate from the main free-form content. This includes program-generated info like FileAttachment and topic movement data, and user-defined TWikiForms info. Use META variables to format and display Meta Data.

Meta Data Syntax

• Format is the same as in TWikiVariables, except all fields have a key.
  • %META:<type>{key1="value1" key2="value2" ...}%

• Order of fields within the meta variables is not defined, except that if there is a field with key name, this appears first for easier searching (note the order of the variables themselves is defined).

• Each meta variable is on one line.

• \n (new line) is represented in values by %_N_ and " (double-quotes) by %_Q_%.

Example of Format

%META:TOPICINFO{version="1.6" date="976762663" author="PeterThoeny" format="1.0"}%
   text of the topic
%META:TOPICMOVED{from="Codev.OldName" to="Codev.NewName"
   by="JohnTalintyre" date="976762680"}%
%META:TOPICPARENT{name="NavigationByTopicContext"}%
%META:FILEATTACHMENT{name="Sample.txt" version="1.3" ... }%
%META:FILEATTACHMENT{name="Smile.gif" version="1.1" ... }%
%META:FORM{name="WebFormTemplate"}%
%META:FIELD{name="OperatingSystem" value="OsWin"}%
%META:FIELD{name="TopicClassification" value="PublicFAQ"}%

Meta Data Specifications

The current version of Meta Data is 1.0, with support for the following variables.

META:TOPICINFO

META:TOPICMOVED

This is optional, exists if topic has ever been moved. If a topic is moved more than once, only the most recent META:TOPICMOVED meta variable exists in the topic, older ones are to be found in the rcs history.

%META:TOPICMOVED{from="Codev.OldName" to="Codev.NewName" by="talintj" date="976762680"}%

Notes:

• at present version number is not supported directly, it can be inferred from the RCS history.
• there is only one META:TOPICMOVED in a topic, older move information can be found in the RCS history.

META:TOPICPARENT

META:FILEATTACHMENT

Extra fields that are added if an attachment is moved:

META:FORM

META:FIELD

Should only be present if there is a META:FORM entry. Note that this data is used when viewing a topic, the form template definition is not read.

Recommended Sequence

There is no absolute need for Meta Data variables to be listed in a specific order within a topic, but it makes sense to do so a couple of good reasons:

• form fields remain in the order they are defined
• the diff function output appears in a logical order

The recommended sequence is:

• META:TOPICINFO
• text of topic
• META:TOPICMOVED (optional)
• META:TOPICPARENT (optional)
• META:FILEATTACHMENT (0 or more entries)
• META:FORM (optional)
• META:FIELD (0 or more entries; FORM required)

Viewing Meta Data in Page Source

When viewing a topic the Raw Text link can be clicked to show the text of a topic (i.e., as seen when editing). This is done by adding raw=on to URL. raw=debug shows the meta data as well as the topic data, ex: debug view for this topic

Rendering Meta Data

Meta Data is rendered with the %META% variable. This is mostly used in the view, preview and edit scripts.

Current support covers:

Known Issues

At present, there is no Meta Data support for Plugins. However, the format is readily extendable and the Meta.pm code that supports the format needs only minor alteration.

-- JohnTalintyre - 29 Aug 2001
-- MikeMannix - 03 Dec 2001
-- PeterThoeny? - 10 Jan 2002

TWiki Meta Data

Additional topic data, program-generated or from TWikiForms, is stored in META variable name/value pairs

Overview

TWikiMetaData uses META variables to store topic data that's separate from the main free-form content. This includes program-generated info like FileAttachment and topic movement data, and user-defined TWikiForms info. Use META variables to format and display Meta Data.

Meta Data Syntax

• Format is the same as in TWikiVariables, except all fields have a key.
  • %META:<type>{key1="value1" key2="value2" ...}%

• Order of fields within the meta variables is not defined, except that if there is a field with key name, this appears first for easier searching (note the order of the variables themselves is defined).

• Each meta variable is on one line.

• \n (new line) is represented in values by %_N_ and " (double-quotes) by %_Q_%.

Example of Format

%META:TOPICINFO{version="1.6" date="976762663" author="PeterThoeny" format="1.0"}%
   text of the topic
%META:TOPICMOVED{from="Codev.OldName" to="Codev.NewName"
   by="JohnTalintyre" date="976762680"}%
%META:TOPICPARENT{name="NavigationByTopicContext"}%
%META:FILEATTACHMENT{name="Sample.txt" version="1.3" ... }%
%META:FILEATTACHMENT{name="Smile.gif" version="1.1" ... }%
%META:FORM{name="WebFormTemplate"}%
%META:FIELD{name="OperatingSystem" value="OsWin"}%
%META:FIELD{name="TopicClassification" value="PublicFAQ"}%

Meta Data Specifications

The current version of Meta Data is 1.0, with support for the following variables.

META:TOPICINFO

META:TOPICMOVED

This is optional, exists if topic has ever been moved. If a topic is moved more than once, only the most recent META:TOPICMOVED meta variable exists in the topic, older ones are to be found in the rcs history.

%META:TOPICMOVED{from="Codev.OldName" to="Codev.NewName" by="talintj" date="976762680"}%

Notes:

• at present version number is not supported directly, it can be inferred from the RCS history.
• there is only one META:TOPICMOVED in a topic, older move information can be found in the RCS history.

META:TOPICPARENT

META:FILEATTACHMENT

Extra fields that are added if an attachment is moved:

META:FORM

META:FIELD

Should only be present if there is a META:FORM entry. Note that this data is used when viewing a topic, the form template definition is not read.

Recommended Sequence

There is no absolute need for Meta Data variables to be listed in a specific order within a topic, but it makes sense to do so a couple of good reasons:

• form fields remain in the order they are defined
• the diff function output appears in a logical order

The recommended sequence is:

• META:TOPICINFO
• text of topic
• META:TOPICMOVED (optional)
• META:TOPICPARENT (optional)
• META:FILEATTACHMENT (0 or more entries)
• META:FORM (optional)
• META:FIELD (0 or more entries; FORM required)

Viewing Meta Data in Page Source

When viewing a topic the Raw Text link can be clicked to show the text of a topic (i.e., as seen when editing). This is done by adding raw=on to URL. raw=debug shows the meta data as well as the topic data, ex: debug view for this topic

Rendering Meta Data

Meta Data is rendered with the %META% variable. This is mostly used in the view, preview and edit scripts.

Current support covers:

Known Issues

At present, there is no Meta Data support for Plugins. However, the format is readily extendable and the Meta.pm code that supports the format needs only minor alteration.

-- JohnTalintyre - 29 Aug 2001
-- MikeMannix - 03 Dec 2001
-- PeterThoeny? - 10 Jan 2002

TWiki Reference Manual (01-Sep-2001)

TWiki Reference Manual (01-Dec-2001)

TWiki Templates

Definition of the templates used to render all HTML pages displayed in TWiki

Overview

The new modular template system offers flexible, easy control over the layout of all TWiki pages. The master template approach groups parts that are shared by several templates - like headers and footers - in a common file. Special variables allow individual layouts to include parts from a master template - variables are mixed with regular HTML markup for template-specific content. Templates are used to define page layout, and also to supply default content for new pages.

Major changes from the previous template system

Where the old templates were each complete HTML documents, the new templates are defined using variables to include template parts from a master file. You can now change one instance of a common element to update all occurrences; previously, every affected template had to be updated. This simplifies the conversion of templates into XHTML format, and provides a more versatile solution for templates and for TWikiSkins. The new system:

• separates a set of common template parts into a base template that is included by all of the related templates;
• defines common variables, like a standard separator (ex: "|"), in the base template;
• defines variable text in the individual templates and passes it back to the base template.

How Template Variables Work

• Special template directives (or preprocessor commands) are embedded in normal templates.
• All template preprocessing is done in &TWiki::Store::readTemplate() so that the caller simply gets an expanded template file (the same as before).
• Directives are of the form %TMPL:<key>% and %TMPL:<key>{"attr"}%.
• Directives:
  • %TMPL:INCLUDE{"file"}%: Includes a template file. The template directory of the current web is searched first, then the templates root (twiki/templates).
  • %TMPL:DEF{"var"}%: Define a variable. Text between this and the END directive is not returned, but put into a hash for later use.
  • %TMPL:END%: Ends variable definition.
  • %TMPL:P{"var"}%: Prints a previously defined variable.
• Variables live in a global name space: there is no parameter passing.
• Two-pass processing lets you use a variable before or after declaring it.
• Templates and TWikiSkins work transparently and interchangeably. For example, you can create a skin that overloads only the twiki.tmpl master template, like twiki.print.tmpl, that redefines the header and footer.
• Use of template directives is optional: templates work without them.
• NOTE: Template directives work only for templates: they do not get processed in topic text.

Types of Template

There are three types of template:

• Master Template: Stores common parts; included by other templates
• HTML Page Templates: Defines the layout of TWiki pages
• Template Topics: Defines default text when you create a new topic

Master Templates

Common parts, appearing in two or more templates, can be defined in a master template and then shared by others: twiki.tmpl is the default master template.

Template variable:	Defines:
%TMPL:DEF{"sep"}%	"|" separator
%TMPL:DEF{"htmldoctype"}%	Start of all HTML pages
%TMPL:DEF{"standardheader"}%	Standard header (ex: view, index, search)
%TMPL:DEF{"simpleheader"}%	Simple header with reduced links (ex: edit, attach, oops)
%TMPL:DEF{"standardfooter"}%	Footer, excluding revision and copyright parts
%TMPL:DEF{"oops"}%	Skeleton of oops dialog

HTML Page Templates

TWiki uses HTML template files for all actions, like topic view, edit, and preview. This allows you to change the look and feel of all pages by editing just a few template files.

Templates are in the twiki/templates directory. As an example, twiki/templates/view.tmpl is the template file for the twiki/bin/view script. Templates can be overloaded by individual webs. The following search order applies:

1. twiki/templates/$webName/$scriptName.tmpl
2. twiki/templates/$scriptName.tmpl
   • $webName is the name of the web (ex: Main)
   • $scriptName is the script (ex: view).

NOTE: TWikiSkins can be defined to overload the standard templates.

Special variables are used in templates, especially in view, to display meta data.

Template Topics

Template topics define the default text for new topics. There are three types of template topic:

Topic Name:	What it is:
WebTopicViewTemplate	Error page shown when you try to view a nonexistent topic
WebTopicNonWikiTemplate	Alert page shown when you try to view a nonexistent topic with a non-WikiName
WebTopicEditTemplate	Default text shown when you create a new topic.

1. A topic name specified by the templatetopic CGI parameter.
2. WebTopicEditTemplate in the current web
3. WebTopicEditTemplate in the TWiki web

Edit Template Topics and Variable Expansion

The following variables get expanded when a user creates a new topic based on a template topic:

Variable:	Description:
%DATE%	Current date, e.g. 24 Nov 2009
%WIKIUSERNAME%	User name, e.g. Main.TWikiGuest
%URLPARAM{"name"}%	Value of a named URL parameter
%NOP%	A no-operation variable that gets removed. Useful to prevent a SEARCH from hitting an edit template topic; also useful to escape a variable like %URLPARAM%NOP%{...}%
%NOP{ ... }%	A no-operation text that gets removed. Useful to write-protect an edit template topic, but not the topics based this template topic. See notes below. Example: %NOP{    * Set ALLOWTOPICCHANGE = Main.TWikiAdminGroup }%

Notes:

• Unlike other variables, %NOP{ ... }% can span multiple lines.
• The scan for the closing }% pattern is "non-greedy", that is, it stops at the first occurance. That means, you need to escape variables with parameters located inside %NOP{ ... }%: Insert a %NOP% between } and %. Silly example: %NOP{ %GMTIME{"$year"}%NOP%% }%.

All other variables are unchanged, e.g. are carried over "as is" into the new topic.

Template Topics in Action

Here is an example for creating new topics based on a specific template topic:

The above form asks for a topic name. A hidden input tag named templatetopic specifies ExampleTopicTemplate as the template topic to use. Here is the HTML source of the form:

<form name="new" action="%SCRIPTURLPATH%/edit%SCRIPTSUFFIX%/%INTURLENCODE{"%WEB%"}%/">
   * New example topic: 
     <input type="text" name="topic" value="ExampleTopic%SERVERTIME{$yearx$mox$day}%" size="23" />
     <input type="hidden" name="templatetopic" value="ExampleTopicTemplate" />
     <input type="hidden" name="onlywikiname" value="on" />
     <input type="submit" value="Create" />
     (date format is <nop>YYYYxMMxDD)
</form>

The onlywikiname parameter enforces WikiWords for topic names.

TIP: You can use the %WIKIUSERNAME% and %DATE% variables in your topic templates to include the signature of the person creating a new topic. The variables are expanded into fixed text when a new topic is created. The standard signature is:
-- %WIKIUSERNAME% - %DATE%

Templates by Example

Attached is an example of an oops based template oopsbase.tmpl and an example oops dialog oopstest.tmpl based on the base template. %A% NOTE: This isn't the release version, just a quick, simple demo.

Base template oopsbase.tmpl

The first line declares a delimiter variable called "sep", used to separate multiple link items. The variable can be called anywhere by writing %TMPL:P{"sep"}%

%TMPL:DEF{"sep"}% | %TMPL:END% <html> <head> <title> %WIKITOOLNAME% . %WEB% . %TOPIC% %.TMPL:P{"titleaction"}%</title> <base href="%SCRIPTURL%/view%SCRIPTSUFFIX%/%WEB%/%TOPIC%"> <meta name="robots" content="noindex"> </head> <body bgcolor="#FFFFFF"> <table width="100%" border="0" cellpadding="3" cellspacing="0"> <tr> <td bgcolor="%WEBBGCOLOR%" rowspan="2" valign="top" width="1%"> <a href="%WIKIHOMEURL%"> <img src="%PUBURLPATH%/wikiHome.gif" border="0"></a> </td> <td> <b>%WIKITOOLNAME% . %WEB% . </b><font size="+2"> <B>%TOPIC%</b> %TMPL:P{"titleaction"}%</font> </td> </tr> <tr bgcolor="%WEBBGCOLOR%"> <td colspan="2"> %TMPL:P{"webaction"}% </td> </tr> </table> --- ++ %TMPL:P{"heading"}% %TMPL:P{"message"}% <table width="100%" border="0" cellpadding="3" cellspacing="0"> <tr bgcolor="%WEBBGCOLOR%"> <td valign="top"> Topic <b>%TOPIC%</b> . { %TMPL:P{"topicaction"}% } </td> </tr> </table> </body>

Test template oopstest.tmpl

Each oops template basically just defines some variables and includes the base template that does the layout work.

%TMPL:DEF{"titleaction"}% (test =titleaction=) %TMPL:END% %TMPL:DEF{"webaction"}% test =webaction= %TMPL:END% %TMPL:DEF{"heading"}% Test heading %TMPL:END% %TMPL:DEF{"message"}% Test =message=. Blah blah blah blah blah blah blah blah blah blah blah... * Some more blah blah blah blah blah blah blah blah blah blah... * Param1: %PARAM1% * Param2: %PARAM2% * Param3: %PARAM3% * Param4: %PARAM4% %TMPL:END% %TMPL:DEF{"topicaction"}% Test =topicaction=: [[%WEB%.%TOPIC%][OK]] %TMPL:P{"sep"}% [[%TWIKIWEB%.TWikiRegistration][Register]] %TMPL:END% %TMPL:INCLUDE{"oopsbase"}%

Sample screen shot of oopstest.tmpl

With URL: .../bin/oops/Sandbox/TestTopic2?template=oopstest&param1=WebHome&param2=WebNotify

Known Issues

• A drawback of referring to a master template is that you can only test a template from within TWiki, where the include variables are resolved. In the previous system, each template was a structurally complete HTML document with a .tmpl filename extension - it contained unresolved %VARIABLES%, but could still be previewed directly in a browser.

-- PeterThoeny - 01 Feb 2003
-- MikeMannix - 14 Sep 2001
-- TWiki:Main/DavidLeBlanc - 11 Mar 2002

TWiki Skins

Skins overlay regular templates with alternate header/footer layouts; topic text is not affected

Overview

Skins are customized TWikiTemplates files. You can use skins to change the look of a TWiki topic, for example, the layout of the header and footer. Rendered text between header and footer does not change. You can also use skins to define an alternate view, like a view optimized for printing.

Defining Skins

Skin files are located in the twiki/templates directory and are named with the syntax: <scriptname>.<skin>.tmpl. For example, the Printable skin for the view template is view.print.tmpl.

Use the existing TWikiTemplates (like view.tmpl) or skin files as a base for your own skin, name it for example view.myskin.tmpl.

Variables in Skins

You can use template variables, TWikiVariables, and other predefined variables to compose your skins. Some commonly used variables in skins:

The "Go" Box and Navigation Box

The %WEBTOPICLIST% includes a "Go" box to jump to a topic. The box also understand URLs, e.g. you can type http://www.google.com/ to jump to an external web site. The feature is handy if you build a skin that has a select box of frequently used links, like Intranet home, employee database, sales database and such. A little JavaScript gets into action on the onSelect method of the select tag to fill the selected URL into the "Go" box field, then submits the form.

Here is an example form that has a select box and the "Go" box for illustration purposes. You need to have JavaScript enabled for this to work:

Packaging and Publishing Skins

See TWiki:Plugins/SkinPackagingHowTo

Activating Skins

A skin can be activated in two ways:

• Define the SKIN Preference variable in TWikiPreferences, one of the WebPreferences, or in a user - TWikiGuest - topic.
  • Set SKIN = print

• Add ?skin=name to the URL, for this example:
  • http://bliss.biology.yale.edu/twiki/bin/view/TWiki/TWikiSkins?skin=print (for the print view skin)
  • http://bliss.biology.yale.edu/twiki/bin/view/TWiki/TWikiSkins?skin=plain (for the plain view skin that has no header and footer)

The ?skin=name URL parameter overrides the SKIN Preference value.

-- PeterThoeny - 05 Jan 2003

TWiki Text Formatting

Working in TWiki is as easy as typing in text - exactly like email. You don't need to know HTML, though you can use it if you prefer. Links to topics are created automatically when you enter WikiWords. And TWiki shorthand gives you all the power of HTML with a simple coding system that takes no time to learn. It's all layed out below - refer back to this page in a pop-up window from the Edit screen.

TWiki Editing Shorthand

1st paragraph

2nd paragraph

---++ Sushi

---+++ Maguro

*Bold*

_Italic_

__Bold italic__

=Fixed font=

==Bold fixed==

_This works_,
_this not _

<verbatim>
class CatAnimal {
  void purr() {
    <code here>
  }
}
</verbatim>

class CatAnimal {
  void purr() {
    <code here>
  }
}

-------

   * bullet item

      * nested stuff

   1 Sushi
   1 Dim Sum

   Sushi: Japan
   Dim Sum: S.F.

| *L* | *C* | *R* |
| A2 |  2  |  2 |
| A3 |  3  |  3 |
| multi span |||
| A4 | next | next |

WebNotify

Know.ReadmeFirst

[[wiki syntax]]

[[Main.TWiki users]]

[[WikiSyntax][syntax]]

[[http://gnu.org][GNU]]

[[http://xml.org XML]]

[[WebHome#NotThere]]

[[#MyAnchor][Jump]]

#MyAnchor To here

<nop>SunOS

 <noautolink>
 RedHat &
 SuSE
 </noautolink>

[[mailto:a@z.com Mail]]

[[mailto:?subject=Hi Hi]]

Using HTML

You can use just about any HTML tag without a problem - however, there are a few usability and technical considerations to keep in mind.

HTML and TWiki Usability

• On collaboration pages, it's preferable NOT to use HTML, and to use TWiki shorthand instead - this keeps the text uncluttered and easy to edit.
• NOTE: TWiki is designed to work with a wide range of browsers and computer platforms, holding to HTML 3.2 compatibility in the standard installation - adding raw HTML, particularly browser-specific tags (or any other mark-up that doesn't degrade well) will reduce compatibility.

TWiki HTML Rendering

• TWiki converts shorthand notation to XHTML 1.0 for display. To copy a fully marked-up page, simply view source in your browser and save the contents.
  • If you need to save HTML frequently, you may want to check out TWiki:Plugins/GenHTMLAddon - it will "generate a directory containing rendered versions of a set of TWiki pages together with any attached files."
• NOTE: The opening and closing angle brackets - <...> - of an HTML tag must be on the same line, or the tag will be broken.
  • This feature allows you to enter an unclosed angle bracket - as a greater than or less than symbol - and have it automatically rendered as if you had entered its HTML character, <, ex: a > b
  • If you're pasting in preformatted HTML text and notice problems, check the file in a text processor with no text wrap. Also, save without hard line breaks on text wrap, in your HTML editing program.

Hyperlinks

Being able to create links without any formatting required is a core TWiki feature, made possible with WikiWords. New TWiki linking rules are a simple extension of the syntax that provide a new set of flexible options.

Internal Links

• GoodStyle is a WikiWord that links to the GoodStyle topic located in the current TWiki web.

• NotExistingYet? is a topic waiting to be written. Create the topic by clicking on the ?. (Try clicking, but then, Cancel - creating the topic would wreck this example!)

External Links

• http://..., https://..., ftp://..., gopher://..., news://..., file://..., telnet://... and mailto:...@... are linked automatically.

• Email addresses like name@domain.com are linked automatically.

• [[Square bracket rules]] let you easily create non-WikiWord links.
  • You can also write [[http://yahoo.com Yahoo home page]] as an easier way of doing external links with descriptive text for the link, such as Yahoo home page.

TWiki Variables

Variables are names that are enclosed in percent signs % that are expanded on the fly.

• %TOC% : Automatically generates a table of contents based on headings in a topic - see the top of this page for an example.

• %WEB% : The current web, is TWiki.

• %TOPIC% : The current topic name, is TextFormattingRules.

• %ATTACHURL% : The attachment URL of the current topic. Example usage: If you attach a file to a topic you can refer to it as %ATTACHURL%/image.gif to show the URL of the file or the image in your text.

• %INCLUDE{"SomeTopic"}% : Server side include, includes another topic. The current TWiki web is the default web. Example: %INCLUDE{"TWiki.SiteMap"}%

• %SEARCH{"sushi"}% : Inline search showing the search result embedded in a topic. FormattedSearch gives you control over formatting, used to create web-based applications.

• TWikiPreferences defines site-wide variables. Among others:
  • Line break: Write %BR% to start a new line.
  • Colored text: Write: %RED% Red %ENDCOLOR% and %BLUE% blue %ENDCOLOR% colors to get: Red and blue colors.
  • Documentation Graphics: Write: %H% Help, %T% Tip, %X% Alert to get: Help, Tip, Alert. For more info see TWikiDocGraphics.

• There are many more variables, see TWikiVariables.

TWikiPlugin Formatting Extensions

Plugins provide additional text formatting capabilities and can extend the functionality of TWiki into many other areas. For example, the optional SpreadSheetPlugin lets you create a spreadsheet with the same basic notation used in TWiki tables.

Available Plugins are located in the Plugins web on TWiki.org. Currently enabled plugins on this TWiki installation, as listed by %PLUGINDESCRIPTIONS%:

• DefaultPlugin: This plugin can be used to specify some simple custom rendering rules. It also renders deprecated *_text_* as bold italic text.
• InterwikiPlugin: Link ExternalSite:Page text to external sites based on aliases defined in the InterWikis topic.
• TablePlugin: Control attributes of tables and sorting of table columns

Check on current Plugin status and settings for this site in TWikiPreferences.

Common Editing Errors

TWiki formatting rules are fairly simple to use and quick to type. However, there are some things to watch out for, taken from the TextFormattingFAQ:

• Q: Text enclosed in angle brackets like <filename> is not displayed. How can I show it as it is?
  • A: The '<' and '>' characters have a special meaning in HTML, they define HTML tags. You need to escape them, so write '<' instead of '<', and '>' instead of '>'.
    Example: Type 'prog <filename>' to get 'prog <filename>'.

• Q: Why is the '&' character sometimes not displayed?
  • A: The '&' character has a special meaning in HTML, it starts a so called character entity, i.e. '©' is the © copyright character. You need to escape '&' to see it as it is, so write '&' instead of '&'.
    Example: Type 'This & that' to get 'This & that'.

-- MikeMannix? - 02 Dec 2001
-- PeterThoeny? - 01 Feb 2003

TWiki Formatted Search Results

Inline search feature allows flexible formatting of search result

The %SEARCH{...}% variable documented in TWikiVariables has a fixed format for the search result, that is, a table consisting of topic names and topic summaries. Use the format="..." parameter to specify a customized format of the search result. The string of the format parameter is typically a bullet list or table row containing variables (such as %SEARCH{ "food" format="| $topic | $summary |" }%).

Syntax

Two parameters can be used to specify a customized search result:

1. header="..." parameter

Use the header parameter to specify the header of a search result. It should correspond to the format of the format parameter. This parameter is optional.
Example: header="| *Topic:* | *Summary:* |"

2. format="..." parameter

Use the format parameter to specify the format of one search hit.
Example: format="| $topic | $summary |"

Variables that can be used in the format string:

Note: For $pattern(reg-exp), specify a RegularExpression that scans from start to end and contains the text you want to keep in parenthesis, like $pattern(.*?(from here.*?to here).*). You need to make sure that the integrity of a web page is not compromised; for example, if you include a table make sure to include everything including the table end tag.

Examples

Bullet list showing topic name and summary

Write this:

%SEARCH{ "FAQ" scope="topic" nosearch="on" nototal="on" header="   * *Topic: Summary:*" format="   * [[$topic]]: $summary" }%

To get this:

• Topic: Summary:
• TWikiFAQ: Frequently Asked Questions About TWiki This is a real FAQ, and also a demo of one easily implemented knowledge base solution. See how it's done, click Edit . SEARCH ...
• TWikiFaqTemplate: FAQ: Answer: Back to: NOP TWikiFAQ WIKIUSERNAME DATE
• TextFormattingFAQ: Text Formatting FAQ The most frequently asked questions about text formatting are answered. Also, TextFormattingRules contains the complete TWiki shorthand system ...

Table showing form field values of topics with a form

Write this in the Know web:

| *Topic:* | *OperatingSystem:* | *OsVersion:* |
%SEARCH{ "[T]opicClassification.*?value=\"[P]ublicFAQ\"" scope="text" regex="on" nosearch="on" nototal="on" format="| [[$topic]] | $formfield(OperatingSystem) | $formfield(OsVersion) |" }%

To get this:

Extract some text from a topic using regular expression

Write this:

%SEARCH{ "__Back to\:__ TWikiFAQ" scope="text" regex="on" nosearch="on" nototal="on" header="TWiki FAQs:" format="   * $pattern(.*?FAQ\:[\n\r]*([^\n\r]+).*) [[$topic][Answer...]]" }%

To get this:

TWiki FAQs:

• How do I delete or rename a topic? Answer...
• Why does the topic revision not increase when I edit a topic? Answer...
• TWiki has a GPL (GNU General Public License). What is GPL? Answer...
• I've problems with the WebSearch. There is no Search Result on any inquiry. By clicking the Index topic it's the same problem. Answer...
• What happens if two of us try to edit the same topic simultaneously? Answer...
• I would like to install TWiki on my server. Can I get the source? Answer...
• So what is this WikiWiki thing exactly? Answer...
• Everybody can edit any page, this is scary. Doesn't that lead to chaos? Answer...

Nested Search

Search can be nested. For example, search for some topics, then form a new search for each topic found in the first search. The idea is to build the nested search string using a formatted search in the first search.

Here is an example. Let's search for all topics that contain the word "culture" (first search), and let's find out where each topic found is linked from (second search).

• First search:
  • %SEARCH{ "culture" format="   * $topic is referenced by: (list all references)" nosearch="on" nototal="on" }%
• Second search. For each hit we want this search:
  • %SEARCH{ "(topic found in first search)" format="   $topic" nosearch="on" nototal="on" }%
• Now let's nest the two. We need to escape the second search, e.g. the first search will build a valid second search string. Note that we escape the second search so that it does not get evaluated prematurely by the first search:
  • Use $percnt to escape the leading percent of the second search
  • Use \" to escape the double quotes
  • Use $dollar to escape the $ of $topic
  • Use $nop to escape the }% sequence

Write this:

%SEARCH{ "culture" format="   * $topic is referenced by:$n      * $percntSEARCH{ \"$topic\" format=\"   $dollartopic\" nosearch=\"on\" nototal=\"on\" }$nop%" nosearch="on" nototal="on" }%

To get this:

• FormattedSearch is referenced by:
  • ManagingWebs TWikiDocumentation TWikiForms TWikiFuncModule TWikiHistory TWikiUpgradeGuide TWikiUpgradeTo01Dec2001 TWikiVariables TextFormattingRules WebStatistics WelcomeGuest
• TWikiAccessControl is referenced by:
  • FileAttachment MainFeatures ManagingTopics TWikiAccessControl TWikiDocumentation TWikiForms TWikiFuncModule TWikiHistory TWikiPreferences TWikiTopics TWikiTutorial TWikiUpgradeTo01Dec2000 TWikiUpgradeTo01Dec2001 TWikiUserAuthentication TWikiVariables WebPreferences WebStatistics WelcomeGuest WikiCulture WikiWord
• TWikiSite is referenced by:
  • InstantEnhancements InterwikiPlugin ManagingWebs StartingPoints TWikiDocumentation TWikiGlossary TWikiInstallationGuide TWikiPreferences TWikiRegistration TWikiRegistrationPub TWikiSite TWikiSiteTools TWikiTopics TWikiTutorial TWikiUpgradeTo01Dec2000 WabiSabi WebHome WebSiteTools WebStatistics WelcomeGuest WhatIsWikiWiki WikiCulture WikiReferences
• WabiSabi is referenced by:
  • AppendixFileSystem TWikiSite WabiSabi WebStatistics WikiCulture
• WelcomeGuest is referenced by:
  • StartingPoints TWikiSite TWikiUpgradeTo01Dec2000 WebHome WebPreferences WebStatistics WhatIsWikiWiki WikiCulture YouAreHere
• WikiCulture is referenced by:
  • TWikiAccessControl TWikiSite WabiSabi WelcomeGuest

-- PeterThoeny? - 16 May 2002

TWiki Plugins

Plug-in enhanced feature add-ons, with a Plugin API for developers

Overview

You can add Plugins to extend TWiki's functionality, without altering the core program code. A plug-in approach lets you:

• add virtually unlimited features while keeping the main TWiki code compact and efficient;
• heavily customize an installation and still do clean updates to new versions of TWiki;
• rapidly develop new TWiki functions in Perl using the Plugin API.

Everything to do with TWiki Plugins - demos, new releases, downloads, development, general discussion - is available at TWiki.org, in the TWiki:Plugins web.

Preinstalled Plugins

TWiki comes with three Plugins as part of the standard installation.

• DefaultPlugin optionally handles some legacy variables from older versions of TWiki. You can control this option from TWikiPreferences. (Perl programmers can also add rules for simple custom processing.)

• EmptyPlugin is a fully functional module, minus active code; it does nothing and serves as a template for new Plugin development.

• InterwikiPlugin is preinstalled but can be disabled or removed. Use it for shorthand linking to remote sites, ex: TWiki:Plugins expands to TWiki:Plugins on TWiki.org. You can edit the predefined set of of Wiki-related sites, and add your own.

Installing Plugins

Each TWikiPlugin comes with full documentation: step-by-step installation instructions, a detailed description of any special requirements, version details, and a working example for testing.

Most Plugins can be installed in three easy steps, with no programming skills required:

1. Download the zip file containing the Plugin, documentation, and any other required files, from TWiki:Plugins.
2. Distribute the files to their proper locations - unzip the zip archive in your TWiki installation directory - if have a standard TWiki installation, this will distribute automatically. Otherwise, place the files according to the directory paths listed on the Plugin top in TWiki:Plugins.
3. Check the demo example on the Plugin topic: if it's working, the installation was fine!

Special Requests: Some Plugins need certain Perl modules to be preinstalled on the host system. Plugins may also use other resources, like graphics, other modules, applications, templates. In these cases, detailed instructions are in the Plugin documentation.

Each Plugin has a standard release page, located in the TWiki:Plugins web at TWiki.org. In addition to the documentation topic (SomePlugin), there's a separate development page.

• Doc page: Read all available info about the Plugin; download the attached distribution files.
• Dev page: Post feature requests, bug reports and general dev comments; topic title ends in Dev (SomePluginDev).
• User support: Post installation, how to use type questions (and answers, if you have them) in the TWiki:Support web.

On-Site Pretesting

To test new Plugins on your installation before making them public, you may want to use one of these two approaches:

• Method 1: Safely test on-the-fly by creating separate Production and Test branches in your live TWiki installation.
  • Duplicate the twiki/bin and twiki/lib directories for the Test version, adjusting the paths in the new lib/TWiki.cfg, the twiki/data; the twiki/templates and twiki/pub directories are shared.
  • Test Plugins and other new features in the Test installation until you're satisfied.
    • If you modify topics using the new features, live users will likely see unfamiliar new META tags showing up on their pages - to avoid this, create and edit test-only topics to try out new features.
  • Copy the modified files to the Production installation. You can update a TWiki installation live and users won't even notice.

• Method 2: List the Plugin being tested in the DISABLEDPLUGINS variable in TWikiPreferences. Redefine the DISABLEDPLUGINS variable in the Sandbox web and do the testing there.

Managing Plugins

When you finish installing a Plugin, you should be able to read the user instructions and go. In fact, some Plugins require additional settings or offer extra options that you have to select. Also, you may want to make a Plugin available only in certain webs, or temporarily disable it. And may want to list all available Plugins in certain topics. You can handle all of these management tasks with simple procedures.

Setting Preferences

Installed Plugins can be toggled on or off, site-wide or by web, through TWikiPreferences and individual WebPreferences:

• All Plugin modules present in the lib/TWiki/Plugins directory are activated automatically unless disabled by the DISABLEDPLUGINS Preferences variable in TWikiPreferences. You can optionally list the installed Plugins in the INSTALLEDPLUGINS Preferences variable. This is useful to define the sequence of Plugin execution, or to specify other webs than the TWiki web for the Plugin topics. Settings in TWikiPreferences are:
  • Set INSTALLEDPLUGINS = DefaultPlugin, ...
  • Set DISABLEDPLUGINS = EmptyPlugin, ...

Plugin execution order in TWiki is determined by searching Plugin topics in a specific sequence: First, full web.topicname name, if specified in INSTALLEDPLUGINS; next, the TWiki web is searched; and finally, the current web.

Plugin-specific settings are done in individual Plugin topics. Two settings are standard for each Plugin:

1. One line description, used to form the bullets describing the Plugins in the TextFormattingRules topic:
   • Set SHORTDESCRIPTION = Blah blah woof woof.
2. Debug Plugin, output can be seen in data/debug.txt. Set to 0=off or 1=on:
   • Set DEBUG = 0

• The settings can be retrieved as Preferences variables like %<pluginname>_<var>%, ex: %DEFAULTPLUGIN_SHORTDESCRIPTION% shows the description of the DefaultPlugin.

Listing Active Plugins

Plugin status variables let you list all active Plugins wherever needed. There are two list formats:

• The %ACTIVATEDPLUGINS% variable lists activated Plugins by name. (This variable is displayed in TWikiPreferences for debugging use.)
• The %PLUGINDESCRIPTIONS% variable displays a bullet list with a one-line description of each active Plugins. This variable is based on the %<plugin>_SHORTDESCRIPTION% Preferences variables of individual topics and is shown in TextFormattingRules.

DEMO: Automatically List Active Plugins Using Variables

Using %ACTIVATEDPLUGINS%:
On this TWiki site, the active Plugins are: DefaultPlugin, InterwikiPlugin, TablePlugin.

Using %PLUGINDESCRIPTIONS%:
You can use any of these active TWiki Plugins:

• DefaultPlugin: This plugin can be used to specify some simple custom rendering rules. It also renders deprecated *_text_* as bold italic text.
• InterwikiPlugin: Link ExternalSite:Page text to external sites based on aliases defined in the InterWikis topic.
• TablePlugin: Control attributes of tables and sorting of table columns

The TWiki Plugin API

The Application Programming Interface (API) for TWikiPlugins provides the specifications for hooking into the core TWiki code from your external Perl Plugin module. The Plugin API is new to the Production version of TWiki with the 01-Sep-2001 release.

Available Core Functions

The TWikiFuncModule (lib/TWiki/Func.pm) implements ALL official Plugin functions. Plugins should ONLY use functions published in this module.

If you use functions not in Func.pm, you run the risk of creating security holes. Also, your Plugin will likely break and require updating when you upgrade to a new version of TWiki.

Predefined Hooks

In addition to TWiki core functions, Plugins can use predefined hooks, or call backs, listed in the lib/TWiki/Plugins/EmptyPlugin.pm module.

• All but the initPlugin are disabled. To enable a call back, remove DISABLE_ from the function name.
• For best performance, enable only the functions you really need. NOTE: outsidePREHandler and insidePREHandler are particularly expensive.

Plugin Version Detection

To eliminate the incompatibility problems bound to arise from active open Plugin development, a Plugin versioning system and an API GetVersion detection routine are provided for automatic compatibility checking.

• All modules require a $VERSION='0.000' variable, beginning at 1.000.

• The initPlugin handler should check all dependencies and return TRUE if the initialization is OK or FALSE if something went wrong.
  • The Plugin initialization code does not register a Plugin that returns FALSE (or that has no initPlugin handler).

• $VERSION='1.000' is the current setting in TWiki::Plugins.pm and in the preinstalled system Plugins (DefaultPlugin, EmptyPlugin, InterwikiPlugin).

Creating Plugins

With a reasonable knowledge of the Perl scripting language, you can create new Plugins or modify and extend existing ones. Basic plug-in architecture uses an Application Programming Interface (API), a set of software instructions that allow external code to interact with the main program. The TWiki Plugin API Plugins by providing a programming interface for TWiki.

The DefaultPlugin Alternative

• DefaultPlugin can handle some outdated TWiki variables, found, for example, in sites recently updated from an old version. Settings are in DefaultPlugin topic. You can also add your own simple custom processing rules here, though in all but very simple cases, writing a new Plugin is preferable.

Anatomy of a Plugin

A basic TWiki Plugin consists of two elements:

• a Perl module, ex: MyFirstPlugin.pm
• a documentation topic, ex: MyFirstPlugin.txt

The Perl module can be a block of code that connects with TWiki alone, or it can include other elements, like other Perl modules (including other Plugins), graphics, TWiki templates, external applications (ex: a Java applet), or just about anything else it can call. In particular, files that should be web-accessible (graphics, Java applets ...) are best placed as attachments of the MyFirstPlugin topic. Other needed Perl code is best placed in a lib/TWiki/Plugins/MyFirstPlugin/ directory.

The Plugin API handles the details of connecting your Perl module with main TWiki code. When you're familiar with the Plugin API, you're ready to develop Plugins.

Creating the Perl Module

Copy file lib/TWiki/Plugins/EmptyPlugin.pm to <name>Plugin.pm. The EmptyPlugin.pm module contains mostly empty functions, so it does nothing, but it's ready to be used. Customize it. Refer to the Plugin API specs for more information.

If your Plugin uses its own modules and objects, you must include the name of the Plugin in the package name. For example, write Package MyFirstPlugin::Attrs; instead of just Package Attrs;. Then call it using:

  use TWiki::Plugins::MyFirstPlugin::Attrs;
  $var = MyFirstPlugin::Attrs->new();

Writing the Documentation Topic

The Plugin documentation topic contains usage instructions and version details. It serves the Plugin files as FileAttachments for downloading. (The doc topic is also included in the distribution package.) To create a documentation topic:

1. Copy the Plugin topic template from TWiki.org. To copy the text, go to TWiki:Plugins/PluginPackage and:
   • enter the Plugin name in the "How to Create a Plugin" section
   • click Create
   • select all in the Edit box & copy
   • Cancel the edit
   • go back to your site to the TWiki web
   • In the GoBox enter your Plugin name, for example MyFirstPlugin, press enter and create the new topic
   • paste & save new Plugin topic on your site
2. Customize your Plugin topic.
   • In case you plan to publish your Plugin at TWiki.org, use Interwiki names for author names, like TWiki:Main/TWikiGuest.
3. Save your topic, for use in packaging and publishing your Plugin.

OUTLINE: Doc Topic Contents
Check the Plugins web on TWiki.org for the latest Plugin doc topic template. Here's a quick overview of what's covered:

Syntax Rules: <Describe any special text formatting that will be rendered.>"

Example: <Include an example of the Plugin in action. Possibly include a static HTML version of the example to compare if the installation was a success!>"

Plugin Global Settings: <Description and settings for custom Plugin %VARIABLES%, and those required by TWiki.>"

• Plugins Preferences <If user settings are needed, explain... Entering values works exactly like TWikiPreferences and WebPreferences: six (6) spaces and then:>"
  • Set <EXAMPLE = value added>

Plugin Installation Instructions: <Step-by-step set-up guide, user help, whatever it takes to install and run, goes here.>"

Plugin Info: <Version, credits, history, requirements - entered in a form, displayed as a table. Both are automatically generated when you create or edit a page in the TWiki:Plugins web.>"

Packaging for Distribution

A minimum Plugin release consists of a Perl module with a WikiName that ends in Plugin, ex: MyFirstPlugin.pm, and a documentation page with the same name(MyFirstPlugin.txt).

1. Distribute the Plugin files in a directory structure that mirrors TWiki. If your Plugin uses additional files, include them ALL:
   • lib/TWiki/Plugins/MyFirstPlugin.pm
   • data/TWiki/MyFirstPlugin.txt
   • pub/TWiki/MyFirstPlugin/uparrow.gif [a required graphic]
2. Create a zip archive with the Plugin name (MyFirstPlugin.zip) and add the entire directory structure from Step 1. The archive should look like this:
   • lib/TWiki/Plugins/MyFirstPlugin.pm
   • data/TWiki/MyFirstPlugin.txt
   • pub/TWiki/MyFirstPlugin/uparrow.gif

Publishing for Public Use

You can release your tested, packaged Plugin to the TWiki community through the TWiki:Plugins web. All Plugins submitted to TWiki.org are available for download and further development in TWiki:Plugins. Publish your Plugin in three steps:

1. Post the Plugin documentation topic in the TWiki:Plugins web:
   • create a new topic using the Plugin name, ex: MyFirstPlugin.txt
   • paste in the topic text from Creating Plugin Documentation and save
2. Attach the distribution zip file to the topic, ex: MyFirstPlugin.zip
3. Link from the doc page to a new, blank page named after the Plugin, and ending in Dev, ex: MyFirstPluginDev. This is the discussion page for future development. (User support for Plugins is handled in TWiki:Support.)

-- AndreaSterbini - 29 May 2001
-- PeterThoeny - 29 Jan 2003
-- MikeMannix - 03 Dec 2001

File Attachments

Each topic can have one or more files of any type attached to it by using the Attach screen to upload (or download) files from your local PC. Attachments are stored under revision control: uploads are automatically backed up; all previous versions of a modified file can be retrieved.

What Are Attachments Good For?

File Attachments can be used to create powerful customized groupware solutions, like file sharing and document management systems, and quick Web page authoring.

Document Management System

• You can use Attachments to store and retrieve documents (in any format, with associated graphics, and other media files); attach documents to specific TWiki topics; collaborate on documents with full revision control; distribute documents on a need-to-know basis using web and topic-level access control; create a central reference library that's easy to share with an user group spread around the world.

File Sharing

• For file sharing, FileAttachments on a series of topics can be used to quickly create a well-documented, categorized digital download center for all types of files: documents; graphics and other media; drivers and patches; applications; anything you can safely upload!

Web Authoring

• Through your Web browser, you can easily upload graphics (or sound files, or anything else you want to link to on a page) and place them on a single page, or use them across a web, or site-wide.
  • NOTE: You can also add graphics - any files - directly, typically by FTP upload. This requires FTP access, and may be more convenient if you have a large number of files to load. FTP-ed files can't be managed using browser-based Attachment controls. You can use your browser to create TWikiVariables shortcuts, like this %H% = .

Uploading Files

• Click on the Attach link at the bottom of the page. The Attach screen lets you browse for a file, add a comment, and upload it. The uploaded file will show up in the File Attachment table.
  • Any type of file can be uploaded. Some files that might pose a security risk are renamed, ex: *.php files are renamed to *.php.txt so that no one can place code that would be read in a .php file.
  • The previous upload path is retained for convenience. In case you make some changes to the local file and want to upload it, again you can copy the previous upload path into the Local file field.
  • Currently there is no file size limit other than the disk space on the server. * It's not recommended to upload files greater than a few hundred K through a browser. Large files can be extremely slow-loading, and often time out. Use FTP for large file uploads.

Downloading Files

• Click on the file in the File Attachment table.

• NOTE: There is no access control on individual attachments. If you need control over single files, create a separate topic per file and set topic-level access restrictions for each.

Moving Attachment Files

An attachment can be moved between topics.

• Click Action on the Attachment to be moved.
• On the control screen, select the new web and/or topic.
• Click Move. The attachment and its version history are moved. The original location is stored as topic Meta Data.

Deleting Attachments

It is not possible to delete attached files directly. You can delete a topic, and its attachments with it.

• One easy workaround is to create a Trash.TrashAttachments - then, simply move unwanted Attachments to that topic.

Linking to Attached Files

• Once a file is attached it can be referenced in the topic. Example:
  1. Attach file: Sample.txt
  2. Edit topic and enter: %ATTACHURL%/Sample.txt
  3. Preview: %ATTACHURL%/Sample.txt text appears as: http://bliss.biology.yale.edu/twiki/pub/TWiki/FileAttachment/Sample.txt, a link to the text file.

• To reference an attachment located in another topic, enter:
  • %PUBURL%/%WEB%/OtherTopic/Sample.txt (if it's within the same web)
  • %PUBURL%/Otherweb/OtherTopic/Sample.txt (if it's in a different web)

• Attached HTML files and text files can be inlined in a topic. Example:
  1. Attach file: Sample.txt
  2. Edit topic and write text: %INCLUDE{"%ATTACHURL%/Sample.txt"}%
     • Content of attached file is shown inlined.
     • Read more in IncludeTopicsAndWebPages.

• GIF, JPG and PNG images can be attached and shown embedded in a topic. Example:
  1. Attach file: Smile.gif
  2. Edit topic and write text: %ATTACHURL%/Smile.gif
  3. Preview: text appears as , an image.

File Attachment Contents Table

Files attached to a topic are displayed in a directory table, displayed at the bottom of the page, or optionally, hidden and accessed when you click Attach.

Attachment: Action: Size: Date: Who: Comment: Sample.txt action 30 22 Jul 2000 - 19:37 PeterThoeny Just a sample Smile.gif action 94 22 Jul 2000 - 19:38 PeterThoeny Smiley face

File Attachment Controls

Clicking on an Action link takes you to a new page that looks like this:

Attachment: Action: Size: Date: Who: Comment: Attribute: Sample.txt action 30 22 Jul 2000 - 19:37 PeterThoeny Just a sample   Smile.gif action 94 22 Jul 2000 - 19:38 PeterThoeny Smiley face   Update attachment Sample.txt Version: Action: Date: Who: Comment: 1.1 view 2001.08.30.09.28.56 PeterThoeny   Previous upload: C:\DATA\Sample.txt (PeterThoeny) Local file: Comment: Link: Create a link to the attached file at the end of the topic. Hide file: Hide attachment in normal topic view. Help text ... Topic FileAttachment . { | | Move attachment | Cancel }

• The first table is a list of all attachments, including their attributes. An h means the attachment is hidden, it isn't listed when viewing a topic.

• The second table is all the versions of the attachment. Click on View to see that version. If it's the most recent version, you'll be taken to an URL that always displays the latest version, which is usually what you want.
  • To change the comment on an attachment, enter a new comment and then click Change properties. Note that the comment listed against the specific version will not change, however the comment displayed when viewing the topic does change.
  • To hide/unhide an attachment, enable the Hide file checkbox, then click Change properties.

Known Issues

• Unlike topics, attachments are not locked during editing. As a workaround, you can change the comment to indicate an attachment file is being worked on - the comment on the specific version isn't lost, it's there when you list all versions of the attachment.

TWiki Templates

Definition of the templates used to render all HTML pages displayed in TWiki

Overview

The new modular template system offers flexible, easy control over the layout of all TWiki pages. The master template approach groups parts that are shared by several templates - like headers and footers - in a common file. Special variables allow individual layouts to include parts from a master template - variables are mixed with regular HTML markup for template-specific content. Templates are used to define page layout, and also to supply default content for new pages.

Major changes from the previous template system

Where the old templates were each complete HTML documents, the new templates are defined using variables to include template parts from a master file. You can now change one instance of a common element to update all occurrences; previously, every affected template had to be updated. This simplifies the conversion of templates into XHTML format, and provides a more versatile solution for templates and for TWikiSkins. The new system:

• separates a set of common template parts into a base template that is included by all of the related templates;
• defines common variables, like a standard separator (ex: "|"), in the base template;
• defines variable text in the individual templates and passes it back to the base template.

How Template Variables Work

• Special template directives (or preprocessor commands) are embedded in normal templates.
• All template preprocessing is done in &TWiki::Store::readTemplate() so that the caller simply gets an expanded template file (the same as before).
• Directives are of the form %TMPL:<key>% and %TMPL:<key>{"attr"}%.
• Directives:
  • %TMPL:INCLUDE{"file"}%: Includes a template file. The template directory of the current web is searched first, then the templates root (twiki/templates).
  • %TMPL:DEF{"var"}%: Define a variable. Text between this and the END directive is not returned, but put into a hash for later use.
  • %TMPL:END%: Ends variable definition.
  • %TMPL:P{"var"}%: Prints a previously defined variable.
• Variables live in a global name space: there is no parameter passing.
• Two-pass processing lets you use a variable before or after declaring it.
• Templates and TWikiSkins work transparently and interchangeably. For example, you can create a skin that overloads only the twiki.tmpl master template, like twiki.print.tmpl, that redefines the header and footer.
• Use of template directives is optional: templates work without them.
• NOTE: Template directives work only for templates: they do not get processed in topic text.

Types of Template

There are three types of template:

• Master Template: Stores common parts; included by other templates
• HTML Page Templates: Defines the layout of TWiki pages
• Template Topics: Defines default text when you create a new topic

Master Templates

Common parts, appearing in two or more templates, can be defined in a master template and then shared by others: twiki.tmpl is the default master template.

Template variable:	Defines:
%TMPL:DEF{"sep"}%	"|" separator
%TMPL:DEF{"htmldoctype"}%	Start of all HTML pages
%TMPL:DEF{"standardheader"}%	Standard header (ex: view, index, search)
%TMPL:DEF{"simpleheader"}%	Simple header with reduced links (ex: edit, attach, oops)
%TMPL:DEF{"standardfooter"}%	Footer, excluding revision and copyright parts
%TMPL:DEF{"oops"}%	Skeleton of oops dialog

HTML Page Templates

TWiki uses HTML template files for all actions, like topic view, edit, and preview. This allows you to change the look and feel of all pages by editing just a few template files.

Templates are in the twiki/templates directory. As an example, twiki/templates/view.tmpl is the template file for the twiki/bin/view script. Templates can be overloaded by individual webs. The following search order applies:

1. twiki/templates/$webName/$scriptName.tmpl
2. twiki/templates/$scriptName.tmpl
   • $webName is the name of the web (ex: Main)
   • $scriptName is the script (ex: view).

NOTE: TWikiSkins can be defined to overload the standard templates.

Special variables are used in templates, especially in view, to display meta data.

Template Topics

Template topics define the default text for new topics. There are three types of template topic:

Topic Name:	What it is:
WebTopicViewTemplate	Error page shown when you try to view a nonexistent topic
WebTopicNonWikiTemplate	Alert page shown when you try to view a nonexistent topic with a non-WikiName
WebTopicEditTemplate	Default text shown when you create a new topic.

1. A topic name specified by the templatetopic CGI parameter.
2. WebTopicEditTemplate in the current web
3. WebTopicEditTemplate in the TWiki web

Edit Template Topics and Variable Expansion

The following variables get expanded when a user creates a new topic based on a template topic:

Variable:	Description:
%DATE%	Current date, e.g. 24 Nov 2009
%WIKIUSERNAME%	User name, e.g. Main.TWikiGuest
%URLPARAM{"name"}%	Value of a named URL parameter
%NOP%	A no-operation variable that gets removed. Useful to prevent a SEARCH from hitting an edit template topic; also useful to escape a variable like %URLPARAM%NOP%{...}%
%NOP{ ... }%	A no-operation text that gets removed. Useful to write-protect an edit template topic, but not the topics based this template topic. See notes below. Example: %NOP{    * Set ALLOWTOPICCHANGE = Main.TWikiAdminGroup }%

Notes:

• Unlike other variables, %NOP{ ... }% can span multiple lines.
• The scan for the closing }% pattern is "non-greedy", that is, it stops at the first occurance. That means, you need to escape variables with parameters located inside %NOP{ ... }%: Insert a %NOP% between } and %. Silly example: %NOP{ %GMTIME{"$year"}%NOP%% }%.

All other variables are unchanged, e.g. are carried over "as is" into the new topic.

Template Topics in Action

Here is an example for creating new topics based on a specific template topic:

The above form asks for a topic name. A hidden input tag named templatetopic specifies ExampleTopicTemplate as the template topic to use. Here is the HTML source of the form:

<form name="new" action="%SCRIPTURLPATH%/edit%SCRIPTSUFFIX%/%INTURLENCODE{"%WEB%"}%/">
   * New example topic: 
     <input type="text" name="topic" value="ExampleTopic%SERVERTIME{$yearx$mox$day}%" size="23" />
     <input type="hidden" name="templatetopic" value="ExampleTopicTemplate" />
     <input type="hidden" name="onlywikiname" value="on" />
     <input type="submit" value="Create" />
     (date format is <nop>YYYYxMMxDD)
</form>

The onlywikiname parameter enforces WikiWords for topic names.

TIP: You can use the %WIKIUSERNAME% and %DATE% variables in your topic templates to include the signature of the person creating a new topic. The variables are expanded into fixed text when a new topic is created. The standard signature is:
-- %WIKIUSERNAME% - %DATE%

Templates by Example

Attached is an example of an oops based template oopsbase.tmpl and an example oops dialog oopstest.tmpl based on the base template. %A% NOTE: This isn't the release version, just a quick, simple demo.

Base template oopsbase.tmpl

The first line declares a delimiter variable called "sep", used to separate multiple link items. The variable can be called anywhere by writing %TMPL:P{"sep"}%

%TMPL:DEF{"sep"}% | %TMPL:END% <html> <head> <title> %WIKITOOLNAME% . %WEB% . %TOPIC% %.TMPL:P{"titleaction"}%</title> <base href="%SCRIPTURL%/view%SCRIPTSUFFIX%/%WEB%/%TOPIC%"> <meta name="robots" content="noindex"> </head> <body bgcolor="#FFFFFF"> <table width="100%" border="0" cellpadding="3" cellspacing="0"> <tr> <td bgcolor="%WEBBGCOLOR%" rowspan="2" valign="top" width="1%"> <a href="%WIKIHOMEURL%"> <img src="%PUBURLPATH%/wikiHome.gif" border="0"></a> </td> <td> <b>%WIKITOOLNAME% . %WEB% . </b><font size="+2"> <B>%TOPIC%</b> %TMPL:P{"titleaction"}%</font> </td> </tr> <tr bgcolor="%WEBBGCOLOR%"> <td colspan="2"> %TMPL:P{"webaction"}% </td> </tr> </table> --- ++ %TMPL:P{"heading"}% %TMPL:P{"message"}% <table width="100%" border="0" cellpadding="3" cellspacing="0"> <tr bgcolor="%WEBBGCOLOR%"> <td valign="top"> Topic <b>%TOPIC%</b> . { %TMPL:P{"topicaction"}% } </td> </tr> </table> </body>

Test template oopstest.tmpl

Each oops template basically just defines some variables and includes the base template that does the layout work.

%TMPL:DEF{"titleaction"}% (test =titleaction=) %TMPL:END% %TMPL:DEF{"webaction"}% test =webaction= %TMPL:END% %TMPL:DEF{"heading"}% Test heading %TMPL:END% %TMPL:DEF{"message"}% Test =message=. Blah blah blah blah blah blah blah blah blah blah blah... * Some more blah blah blah blah blah blah blah blah blah blah... * Param1: %PARAM1% * Param2: %PARAM2% * Param3: %PARAM3% * Param4: %PARAM4% %TMPL:END% %TMPL:DEF{"topicaction"}% Test =topicaction=: [[%WEB%.%TOPIC%][OK]] %TMPL:P{"sep"}% [[%TWIKIWEB%.TWikiRegistration][Register]] %TMPL:END% %TMPL:INCLUDE{"oopsbase"}%

Sample screen shot of oopstest.tmpl

With URL: .../bin/oops/Sandbox/TestTopic2?template=oopstest&param1=WebHome&param2=WebNotify

Known Issues

• A drawback of referring to a master template is that you can only test a template from within TWiki, where the include variables are resolved. In the previous system, each template was a structurally complete HTML document with a .tmpl filename extension - it contained unresolved %VARIABLES%, but could still be previewed directly in a browser.

-- PeterThoeny - 01 Feb 2003
-- MikeMannix - 14 Sep 2001
-- TWiki:Main/DavidLeBlanc - 11 Mar 2002

File Attachments

Each topic can have one or more files of any type attached to it by using the Attach screen to upload (or download) files from your local PC. Attachments are stored under revision control: uploads are automatically backed up; all previous versions of a modified file can be retrieved.

What Are Attachments Good For?

File Attachments can be used to create powerful customized groupware solutions, like file sharing and document management systems, and quick Web page authoring.

Document Management System

• You can use Attachments to store and retrieve documents (in any format, with associated graphics, and other media files); attach documents to specific TWiki topics; collaborate on documents with full revision control; distribute documents on a need-to-know basis using web and topic-level access control; create a central reference library that's easy to share with an user group spread around the world.

File Sharing

• For file sharing, FileAttachments on a series of topics can be used to quickly create a well-documented, categorized digital download center for all types of files: documents; graphics and other media; drivers and patches; applications; anything you can safely upload!

Web Authoring

• Through your Web browser, you can easily upload graphics (or sound files, or anything else you want to link to on a page) and place them on a single page, or use them across a web, or site-wide.
  • NOTE: You can also add graphics - any files - directly, typically by FTP upload. This requires FTP access, and may be more convenient if you have a large number of files to load. FTP-ed files can't be managed using browser-based Attachment controls. You can use your browser to create TWikiVariables shortcuts, like this %H% = .

Uploading Files

• Click on the Attach link at the bottom of the page. The Attach screen lets you browse for a file, add a comment, and upload it. The uploaded file will show up in the File Attachment table.
  • Any type of file can be uploaded. Some files that might pose a security risk are renamed, ex: *.php files are renamed to *.php.txt so that no one can place code that would be read in a .php file.
  • The previous upload path is retained for convenience. In case you make some changes to the local file and want to upload it, again you can copy the previous upload path into the Local file field.
  • Currently there is no file size limit other than the disk space on the server. * It's not recommended to upload files greater than a few hundred K through a browser. Large files can be extremely slow-loading, and often time out. Use FTP for large file uploads.

Downloading Files

• Click on the file in the File Attachment table.

• NOTE: There is no access control on individual attachments. If you need control over single files, create a separate topic per file and set topic-level access restrictions for each.

Moving Attachment Files

An attachment can be moved between topics.

• Click Action on the Attachment to be moved.
• On the control screen, select the new web and/or topic.
• Click Move. The attachment and its version history are moved. The original location is stored as topic Meta Data.

Deleting Attachments

It is not possible to delete attached files directly. You can delete a topic, and its attachments with it.

• One easy workaround is to create a Trash.TrashAttachments - then, simply move unwanted Attachments to that topic.

Linking to Attached Files

• Once a file is attached it can be referenced in the topic. Example:
  1. Attach file: Sample.txt
  2. Edit topic and enter: %ATTACHURL%/Sample.txt
  3. Preview: %ATTACHURL%/Sample.txt text appears as: http://bliss.biology.yale.edu/twiki/pub/TWiki/FileAttachment/Sample.txt, a link to the text file.

• To reference an attachment located in another topic, enter:
  • %PUBURL%/%WEB%/OtherTopic/Sample.txt (if it's within the same web)
  • %PUBURL%/Otherweb/OtherTopic/Sample.txt (if it's in a different web)

• Attached HTML files and text files can be inlined in a topic. Example:
  1. Attach file: Sample.txt
  2. Edit topic and write text: %INCLUDE{"%ATTACHURL%/Sample.txt"}%
     • Content of attached file is shown inlined.
     • Read more in IncludeTopicsAndWebPages.

• GIF, JPG and PNG images can be attached and shown embedded in a topic. Example:
  1. Attach file: Smile.gif
  2. Edit topic and write text: %ATTACHURL%/Smile.gif
  3. Preview: text appears as , an image.

File Attachment Contents Table

Files attached to a topic are displayed in a directory table, displayed at the bottom of the page, or optionally, hidden and accessed when you click Attach.

Attachment: Action: Size: Date: Who: Comment: Sample.txt action 30 22 Jul 2000 - 19:37 PeterThoeny Just a sample Smile.gif action 94 22 Jul 2000 - 19:38 PeterThoeny Smiley face

File Attachment Controls

Clicking on an Action link takes you to a new page that looks like this:

Attachment: Action: Size: Date: Who: Comment: Attribute: Sample.txt action 30 22 Jul 2000 - 19:37 PeterThoeny Just a sample   Smile.gif action 94 22 Jul 2000 - 19:38 PeterThoeny Smiley face   Update attachment Sample.txt Version: Action: Date: Who: Comment: 1.1 view 2001.08.30.09.28.56 PeterThoeny   Previous upload: C:\DATA\Sample.txt (PeterThoeny) Local file: Comment: Link: Create a link to the attached file at the end of the topic. Hide file: Hide attachment in normal topic view. Help text ... Topic FileAttachment . { | | Move attachment | Cancel }

• The first table is a list of all attachments, including their attributes. An h means the attachment is hidden, it isn't listed when viewing a topic.

• The second table is all the versions of the attachment. Click on View to see that version. If it's the most recent version, you'll be taken to an URL that always displays the latest version, which is usually what you want.
  • To change the comment on an attachment, enter a new comment and then click Change properties. Note that the comment listed against the specific version will not change, however the comment displayed when viewing the topic does change.
  • To hide/unhide an attachment, enable the Hide file checkbox, then click Change properties.

Known Issues

• Unlike topics, attachments are not locked during editing. As a workaround, you can change the comment to indicate an attachment file is being worked on - the comment on the specific version isn't lost, it's there when you list all versions of the attachment.

TWiki Skins

Skins overlay regular templates with alternate header/footer layouts; topic text is not affected

Overview

Skins are customized TWikiTemplates files. You can use skins to change the look of a TWiki topic, for example, the layout of the header and footer. Rendered text between header and footer does not change. You can also use skins to define an alternate view, like a view optimized for printing.

Defining Skins

Skin files are located in the twiki/templates directory and are named with the syntax: <scriptname>.<skin>.tmpl. For example, the Printable skin for the view template is view.print.tmpl.

Use the existing TWikiTemplates (like view.tmpl) or skin files as a base for your own skin, name it for example view.myskin.tmpl.

Variables in Skins

You can use template variables, TWikiVariables, and other predefined variables to compose your skins. Some commonly used variables in skins:

The "Go" Box and Navigation Box

The %WEBTOPICLIST% includes a "Go" box to jump to a topic. The box also understand URLs, e.g. you can type http://www.google.com/ to jump to an external web site. The feature is handy if you build a skin that has a select box of frequently used links, like Intranet home, employee database, sales database and such. A little JavaScript gets into action on the onSelect method of the select tag to fill the selected URL into the "Go" box field, then submits the form.

Here is an example form that has a select box and the "Go" box for illustration purposes. You need to have JavaScript enabled for this to work:

Packaging and Publishing Skins

See TWiki:Plugins/SkinPackagingHowTo

Activating Skins

A skin can be activated in two ways:

• Define the SKIN Preference variable in TWikiPreferences, one of the WebPreferences, or in a user - TWikiGuest - topic.
  • Set SKIN = print

• Add ?skin=name to the URL, for this example:
  • http://bliss.biology.yale.edu/twiki/bin/view/TWiki/TWikiSkins?skin=print (for the print view skin)
  • http://bliss.biology.yale.edu/twiki/bin/view/TWiki/TWikiSkins?skin=plain (for the plain view skin that has no header and footer)

The ?skin=name URL parameter overrides the SKIN Preference value.

-- PeterThoeny - 05 Jan 2003

TWiki Plugins

Plug-in enhanced feature add-ons, with a Plugin API for developers

Overview

You can add Plugins to extend TWiki's functionality, without altering the core program code. A plug-in approach lets you:

• add virtually unlimited features while keeping the main TWiki code compact and efficient;
• heavily customize an installation and still do clean updates to new versions of TWiki;
• rapidly develop new TWiki functions in Perl using the Plugin API.

Everything to do with TWiki Plugins - demos, new releases, downloads, development, general discussion - is available at TWiki.org, in the TWiki:Plugins web.

Preinstalled Plugins

TWiki comes with three Plugins as part of the standard installation.

• DefaultPlugin optionally handles some legacy variables from older versions of TWiki. You can control this option from TWikiPreferences. (Perl programmers can also add rules for simple custom processing.)

• EmptyPlugin is a fully functional module, minus active code; it does nothing and serves as a template for new Plugin development.

• InterwikiPlugin is preinstalled but can be disabled or removed. Use it for shorthand linking to remote sites, ex: TWiki:Plugins expands to TWiki:Plugins on TWiki.org. You can edit the predefined set of of Wiki-related sites, and add your own.

Installing Plugins

Each TWikiPlugin comes with full documentation: step-by-step installation instructions, a detailed description of any special requirements, version details, and a working example for testing.

Most Plugins can be installed in three easy steps, with no programming skills required:

1. Download the zip file containing the Plugin, documentation, and any other required files, from TWiki:Plugins.
2. Distribute the files to their proper locations - unzip the zip archive in your TWiki installation directory - if have a standard TWiki installation, this will distribute automatically. Otherwise, place the files according to the directory paths listed on the Plugin top in TWiki:Plugins.
3. Check the demo example on the Plugin topic: if it's working, the installation was fine!

Special Requests: Some Plugins need certain Perl modules to be preinstalled on the host system. Plugins may also use other resources, like graphics, other modules, applications, templates. In these cases, detailed instructions are in the Plugin documentation.

Each Plugin has a standard release page, located in the TWiki:Plugins web at TWiki.org. In addition to the documentation topic (SomePlugin), there's a separate development page.

• Doc page: Read all available info about the Plugin; download the attached distribution files.
• Dev page: Post feature requests, bug reports and general dev comments; topic title ends in Dev (SomePluginDev).
• User support: Post installation, how to use type questions (and answers, if you have them) in the TWiki:Support web.

On-Site Pretesting

To test new Plugins on your installation before making them public, you may want to use one of these two approaches:

• Method 1: Safely test on-the-fly by creating separate Production and Test branches in your live TWiki installation.
  • Duplicate the twiki/bin and twiki/lib directories for the Test version, adjusting the paths in the new lib/TWiki.cfg, the twiki/data; the twiki/templates and twiki/pub directories are shared.
  • Test Plugins and other new features in the Test installation until you're satisfied.
    • If you modify topics using the new features, live users will likely see unfamiliar new META tags showing up on their pages - to avoid this, create and edit test-only topics to try out new features.
  • Copy the modified files to the Production installation. You can update a TWiki installation live and users won't even notice.

• Method 2: List the Plugin being tested in the DISABLEDPLUGINS variable in TWikiPreferences. Redefine the DISABLEDPLUGINS variable in the Sandbox web and do the testing there.

Managing Plugins

When you finish installing a Plugin, you should be able to read the user instructions and go. In fact, some Plugins require additional settings or offer extra options that you have to select. Also, you may want to make a Plugin available only in certain webs, or temporarily disable it. And may want to list all available Plugins in certain topics. You can handle all of these management tasks with simple procedures.

Setting Preferences

Installed Plugins can be toggled on or off, site-wide or by web, through TWikiPreferences and individual WebPreferences:

• All Plugin modules present in the lib/TWiki/Plugins directory are activated automatically unless disabled by the DISABLEDPLUGINS Preferences variable in TWikiPreferences. You can optionally list the installed Plugins in the INSTALLEDPLUGINS Preferences variable. This is useful to define the sequence of Plugin execution, or to specify other webs than the TWiki web for the Plugin topics. Settings in TWikiPreferences are:
  • Set INSTALLEDPLUGINS = DefaultPlugin, ...
  • Set DISABLEDPLUGINS = EmptyPlugin, ...

Plugin execution order in TWiki is determined by searching Plugin topics in a specific sequence: First, full web.topicname name, if specified in INSTALLEDPLUGINS; next, the TWiki web is searched; and finally, the current web.

Plugin-specific settings are done in individual Plugin topics. Two settings are standard for each Plugin:

1. One line description, used to form the bullets describing the Plugins in the TextFormattingRules topic:
   • Set SHORTDESCRIPTION = Blah blah woof woof.
2. Debug Plugin, output can be seen in data/debug.txt. Set to 0=off or 1=on:
   • Set DEBUG = 0

• The settings can be retrieved as Preferences variables like %<pluginname>_<var>%, ex: %DEFAULTPLUGIN_SHORTDESCRIPTION% shows the description of the DefaultPlugin.

Listing Active Plugins

Plugin status variables let you list all active Plugins wherever needed. There are two list formats:

• The %ACTIVATEDPLUGINS% variable lists activated Plugins by name. (This variable is displayed in TWikiPreferences for debugging use.)
• The %PLUGINDESCRIPTIONS% variable displays a bullet list with a one-line description of each active Plugins. This variable is based on the %<plugin>_SHORTDESCRIPTION% Preferences variables of individual topics and is shown in TextFormattingRules.

DEMO: Automatically List Active Plugins Using Variables

Using %ACTIVATEDPLUGINS%:
On this TWiki site, the active Plugins are: DefaultPlugin, InterwikiPlugin, TablePlugin.

Using %PLUGINDESCRIPTIONS%:
You can use any of these active TWiki Plugins:

• DefaultPlugin: This plugin can be used to specify some simple custom rendering rules. It also renders deprecated *_text_* as bold italic text.
• InterwikiPlugin: Link ExternalSite:Page text to external sites based on aliases defined in the InterWikis topic.
• TablePlugin: Control attributes of tables and sorting of table columns

The TWiki Plugin API

The Application Programming Interface (API) for TWikiPlugins provides the specifications for hooking into the core TWiki code from your external Perl Plugin module. The Plugin API is new to the Production version of TWiki with the 01-Sep-2001 release.

Available Core Functions

The TWikiFuncModule (lib/TWiki/Func.pm) implements ALL official Plugin functions. Plugins should ONLY use functions published in this module.

If you use functions not in Func.pm, you run the risk of creating security holes. Also, your Plugin will likely break and require updating when you upgrade to a new version of TWiki.

Predefined Hooks

In addition to TWiki core functions, Plugins can use predefined hooks, or call backs, listed in the lib/TWiki/Plugins/EmptyPlugin.pm module.

• All but the initPlugin are disabled. To enable a call back, remove DISABLE_ from the function name.
• For best performance, enable only the functions you really need. NOTE: outsidePREHandler and insidePREHandler are particularly expensive.

Plugin Version Detection

To eliminate the incompatibility problems bound to arise from active open Plugin development, a Plugin versioning system and an API GetVersion detection routine are provided for automatic compatibility checking.

• All modules require a $VERSION='0.000' variable, beginning at 1.000.

• The initPlugin handler should check all dependencies and return TRUE if the initialization is OK or FALSE if something went wrong.
  • The Plugin initialization code does not register a Plugin that returns FALSE (or that has no initPlugin handler).

• $VERSION='1.000' is the current setting in TWiki::Plugins.pm and in the preinstalled system Plugins (DefaultPlugin, EmptyPlugin, InterwikiPlugin).

Creating Plugins

With a reasonable knowledge of the Perl scripting language, you can create new Plugins or modify and extend existing ones. Basic plug-in architecture uses an Application Programming Interface (API), a set of software instructions that allow external code to interact with the main program. The TWiki Plugin API Plugins by providing a programming interface for TWiki.

The DefaultPlugin Alternative

• DefaultPlugin can handle some outdated TWiki variables, found, for example, in sites recently updated from an old version. Settings are in DefaultPlugin topic. You can also add your own simple custom processing rules here, though in all but very simple cases, writing a new Plugin is preferable.