shorewall_code/Shorewall-docs2/Install.xml

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<article id="Install">
  <!--$Id$-->

  <articleinfo>
    <title>Shorewall Installation and Upgrade</title>

    <authorgroup>
      <author>
        <firstname>Tom</firstname>

        <surname>Eastep</surname>
      </author>
    </authorgroup>

    <pubdate>2004-10-27</pubdate>

    <copyright>
      <year>2001</year>

      <year>2002</year>

      <year>2003</year>

      <year>2004</year>

      <holder>Thomas M. Eastep</holder>
    </copyright>

    <legalnotice>
      <para>Permission is granted to copy, distribute and/or modify this
      document under the terms of the GNU Free Documentation License, Version
      1.2 or any later version published by the Free Software Foundation; with
      no Invariant Sections, with no Front-Cover, and with no Back-Cover
      Texts. A copy of the license is included in the section entitled
      <quote><ulink url="GnuCopyright.htm">GNU Free Documentation
      License</ulink></quote>.</para>
    </legalnotice>
  </articleinfo>

  <warning>
    <para><emphasis role="bold">Note to Debian Users</emphasis></para>

    <para>If you install using the .deb, you will find that your <filename
    class="directory">/etc/shorewall</filename> directory is empty. This is
    intentional. The released configuration file skeletons may be found on
    your system in the directory <filename
    class="directory">/usr/share/doc/shorewall/default-config</filename>.
    Simply copy the files you need from that directory to <filename
    class="directory">/etc/shorewall</filename> and modify the copies.</para>

    <para>Note that you must copy <filename
    class="directory">/usr/share/doc/shorewall/default-config/shorewall.conf</filename>
    and /usr/share/doc/shorewall/default-config/modules to <filename
    class="directory">/etc/shorewall</filename> even if you do not modify
    those files.</para>
  </warning>

  <section id="Install_RPM">
    <title>Install using RPM</title>

    <important>
      <para>Before attempting installation, I strongly urge you to read and
      print a copy of the <ulink
      url="shorewall_quickstart_guide.htm">Shorewall QuickStart</ulink> Guide
      for the configuration that most closely matches your own.</para>
    </important>

    <para>To install Shorewall using the RPM:</para>

    <orderedlist>
      <listitem>
        <para>Install the RPM</para>

        <programlisting><command>rpm -ivh &lt;shorewall rpm&gt;</command></programlisting>

        <note>
          <para>Some SuSE users have encountered a problem whereby rpm reports
          a conflict with kernel &lt;= 2.2 even though a 2.4 kernel is
          installed. If this happens, simply use the --nodeps option to
          rpm.</para>

          <programlisting><filename><command>rpm -ivh --nodeps &lt;shorewall rpm&gt;</command></filename></programlisting>
        </note>

        <note>
          <para>Beginning with Shorewall 1.4.0, Shorewall is dependent on the
          iproute package. Unfortunately, some distributions call this package
          iproute2 which will cause the installation of Shorewall to fail with
          the diagnostic:</para>

          <programlisting>error: failed dependencies:iproute is needed by shorewall-1.4.x-1</programlisting>

          <para>This may be worked around by using the --nodeps option of
          rpm.</para>

          <programlisting><command>rpm -ivh --nodeps &lt;shorewall rpm&gt;</command></programlisting>
        </note>
      </listitem>

      <listitem>
        <para>Edit the <link linkend="Config_Files">configuration files</link>
        to match your configuration.</para>

        <warning>
          <para>YOU CAN <emphasis role="bold">NOT</emphasis> SIMPLY INSTALL
          THE RPM AND ISSUE A <quote>shorewall start</quote> COMMAND. SOME
          CONFIGURATION IS REQUIRED BEFORE THE FIREWALL WILL START. IF YOU
          ISSUE A <quote>start</quote> COMMAND AND THE FIREWALL FAILS TO
          START, YOUR SYSTEM WILL NO LONGER ACCEPT ANY NETWORK TRAFFIC. IF
          THIS HAPPENS, ISSUE A <quote>shorewall clear</quote> COMMAND TO
          RESTORE NETWORK CONNECTIVITY.</para>
        </warning>
      </listitem>

      <listitem>
        <para>Enable startup by removing
        <filename>/etc/shorewall/startup_disabled</filename> (If you are
        running Shorewall 2.1.3 or later, edit
        /<filename>etc/shorewall/shorewall.conf</filename> and set
        STARTUP_ENABLED to Yes).</para>
      </listitem>

      <listitem>
        <para>Start the firewall by typing</para>

        <programlisting><command>shorewall start</command></programlisting>
      </listitem>
    </orderedlist>
  </section>

  <section id="Install_Tarball">
    <title>Install using tarball</title>

    <important>
      <para>Before attempting installation, I strongly urge you to read and
      print a copy of the <ulink
      url="shorewall_quickstart_guide.htm">Shorewall QuickStart</ulink> Guide
      for the configuration that most closely matches your own.</para>
    </important>

    <para>To install Shorewall using the tarball and install script:</para>

    <orderedlist>
      <listitem>
        <para>unpack the tarball (tar -zxf shorewall-x.y.z.tgz).</para>
      </listitem>

      <listitem>
        <para>cd to the shorewall directory (the version is encoded in the
        directory name as in <quote>shorewall-1.1.10</quote>).</para>
      </listitem>

      <listitem>
        <para>If you are running <ulink
        url="http://www.slackware.com">Slackware</ulink>, you need Shorewall
        2.0.2 RC1 or later. If you are installing a Shorewall version earlier
        than 2.0.3 Beta 1 then you must also edit the install.sh file and
        change the lines</para>

        <programlisting>DEST="/etc/init.d"
INIT="shorewall"</programlisting>

        <para>to</para>

        <programlisting>DEST="/etc/rc.d"
INIT="rc.firewall"</programlisting>
      </listitem>

      <listitem>
        <para>If you are running Slackware and are installing Shorewall 2.0.3
        Beta 1 or later, then type:</para>

        <programlisting><emphasis role="bold">DEST=/etc/rc.d INIT=rc.firewall ./install.sh</emphasis></programlisting>

        <para>Otherwise, type:</para>

        <programlisting><command>./install.sh</command></programlisting>
      </listitem>

      <listitem>
        <para>Edit the <link linkend="Config_Files">configuration files</link>
        to match your configuration.</para>
      </listitem>

      <listitem>
        <para>Enable Startup:</para>

        <itemizedlist>
          <listitem>
            <para>Users running Shorewall 2.1.3 or later, edit
            <filename>/etc/shorewall/shorewall.conf</filename> and set
            STARTUP_ENABLED=Yes.</para>
          </listitem>

          <listitem>
            <para>Users running Shorewall 2.1.2 or earlier and using the .deb
            should edit <filename>/etc/default/shorewall</filename> and set
            startup=1.</para>
          </listitem>

          <listitem>
            <para>All other users, remove the file
            <filename>/etc/shorewall/startup_disabled</filename></para>
          </listitem>
        </itemizedlist>
      </listitem>

      <listitem>
        <para>Start the firewall by typing</para>

        <programlisting><command>shorewall start</command></programlisting>
      </listitem>

      <listitem>
        <para>If the install script was unable to configure Shorewall to be
        started automatically at boot, see <ulink
        url="starting_and_stopping_shorewall.htm">these
        instructions</ulink>.</para>
      </listitem>
    </orderedlist>
  </section>

  <section id="LRP">
    <title>Install the .lrp</title>

    <important>
      <para>Before attempting installation, I strongly urge you to read and
      print a copy of the <ulink
      url="shorewall_quickstart_guide.htm">Shorewall QuickStart</ulink> Guide
      for the configuration that most closely matches your own.</para>
    </important>

    <para>To install my version of Shorewall on a fresh Bering disk, simply
    replace the <quote>shorwall.lrp</quote> file on the image with the file
    that you downloaded. See the <ulink url="two-interface.htm">two-interface
    QuickStart Guide</ulink> for information about further steps
    required.</para>
  </section>

  <section id="Upgrade_RPM">
    <title>Upgrade using RPM</title>

    <important>
      <para>Before upgrading, be sure to review the <ulink
      url="upgrade_issues.htm">Upgrade Issues</ulink>.</para>
    </important>

    <para>If you already have the Shorewall RPM installed and are upgrading to
    a new version:</para>

    <important>
      <para>If you are upgrading from a 1.2 version of Shorewall to a 1.4
      version or and you have entries in the /etc/shorewall/hosts file then
      please check your /etc/shorewall/interfaces file to be sure that it
      contains an entry for each interface mentioned in the hosts file. Also,
      there are certain 1.2 rule forms that are no longer supported under 1.4
      (you must use the new 1.4 syntax). See <ulink
      url="errata.htm#Upgrade">the upgrade issues</ulink> for details.</para>
    </important>

    <orderedlist>
      <listitem>
        <para>Upgrade the RPM</para>

        <programlisting><command>rpm -Uvh &lt;shorewall rpm file&gt;</command></programlisting>

        <note>
          <para>Some SuSE users have encountered a problem whereby rpm reports
          a conflict with kernel &lt;= 2.2 even though a 2.4 kernel is
          installed. If this happens, simply use the --nodeps option to
          rpm.</para>

          <programlisting><command>rpm -Uvh --nodeps &lt;shorewall rpm&gt;</command></programlisting>
        </note>

        <note>
          <para>Beginning with Shorewall 1.4.0, Shorewall is dependent on the
          iproute package. Unfortunately, some distributions call this package
          iproute2 which will cause the upgrade of Shorewall to fail with the
          diagnostic:</para>

          <programlisting>error: failed dependencies:iproute is needed by shorewall-1.4.0-1</programlisting>

          <para>This may be worked around by using the --nodeps option of
          rpm.</para>

          <programlisting><command>rpm -Uvh --nodeps &lt;shorewall rpm&gt;</command></programlisting>
        </note>
      </listitem>

      <listitem>
        <para>See if there are any incompatibilities between your
        configuration and the new Shorewall version and correct as
        necessary.</para>

        <programlisting><command>shorewall check</command></programlisting>
      </listitem>

      <listitem>
        <para>Restart the firewall.</para>

        <programlisting><command>shorewall restart</command></programlisting>
      </listitem>
    </orderedlist>
  </section>

  <section id="Upgrade_Tarball">
    <title>Upgrade using tarball</title>

    <important>
      <para>Before upgrading, be sure to review the <ulink
      url="upgrade_issues.htm">Upgrade Issues</ulink>.</para>
    </important>

    <para>If you already have Shorewall installed and are upgrading to a new
    version using the tarball:</para>

    <important>
      <para>If you are upgrading from a 1.2 version of Shorewall to a 1.4
      version and you have entries in the /etc/shorewall/hosts file then
      please check your /etc/shorewall/interfaces file to be sure that it
      contains an entry for each interface mentioned in the hosts file. Also,
      there are certain 1.2 rule forms that are no longer supported under 1.4
      (you must use the new 1.4 syntax). See <ulink
      url="errata.htm#Upgrade">the upgrade issues</ulink> for details.</para>
    </important>

    <orderedlist>
      <listitem>
        <para>unpack the tarball.</para>

        <programlisting><command>tar -zxf shorewall-x.y.z.tgz</command></programlisting>
      </listitem>

      <listitem>
        <para>cd to the shorewall directory (the version is encoded in the
        directory name as in <quote>shorewall-3.0.1</quote>).</para>
      </listitem>

      <listitem>
        <para>If you are running <ulink
        url="http://www.slackware.com">Slackware</ulink>, you should use
        Shorewall 2.0.2 RC1 or later. If you are installing a Shorewall
        version earlier than 2.0.3 Beta 1 then you must also edit the
        install.sh file and change the lines</para>

        <programlisting>DEST="/etc/init.d"
INIT="shorewall"</programlisting>

        <para>to</para>

        <programlisting>DEST="/etc/rc.d"
INIT="rc.firewall"</programlisting>
      </listitem>

      <listitem>
        <para>If you are running Slackware and are installing Shorewall 2.0.3
        Beta 1 or later, then type:</para>

        <programlisting><emphasis role="bold">DEST=/etc/rc.d INIT=rc.firewall ./install.sh</emphasis></programlisting>

        <para>Otherwise, type:</para>

        <programlisting><command>./install.sh</command></programlisting>
      </listitem>

      <listitem>
        <para>See if there are any incompatibilities between your
        configuration and the new Shorewall version and correct as
        necessary.</para>

        <programlisting><command>shorewall check</command></programlisting>
      </listitem>

      <listitem>
        <para>Start the firewall by typing</para>

        <programlisting><command>shorewall start</command></programlisting>
      </listitem>

      <listitem>
        <para>If the install script was unable to configure Shorewall to be
        started automatically at boot, see <ulink
        url="starting_and_stopping_shorewall.htm">these
        instructions</ulink>.</para>
      </listitem>
    </orderedlist>
  </section>

  <section id="LRP_Upgrade">
    <title>Upgrade the .lrp</title>

    <important>
      <para>Before upgrading, be sure to review the <ulink
      url="upgrade_issues.htm">Upgrade Issues</ulink>.</para>
    </important>

    <para>The following was contributed by Charles Steinkuehler on the Leaf
    mailing list:</para>

    <blockquote>
      <para>It's *VERY* simple...just put in a new CD and reboot! &nbsp;:-)
      Actually, I'm only slightly kidding...that's exactly how I upgrade my
      prodution firewalls. &nbsp;The partial backup feature I added to
      Dachstein allows configuration data to be stored seperately from the
      rest of the package.</para>

      <para>Once the config data is seperated from the rest of the package,
      it's an easy matter to upgrade the pacakge while keeping your current
      configuration (in my case, just inserting a new CD and
      re-booting).</para>

      <para>Users who aren't running with multiple package paths and using
      partial backups can still upgrade a package, it just takes a bit of
      extra work. &nbsp;The general idea is to use a partial backup to save
      your configuration, replace the package, and restore your old
      configuration files. Step-by-step instructions for one way to do this
      (assuming a conventional single-floppy LEAF system) would be:</para>

      <itemizedlist>
        <listitem>
          <para>Make a backup copy of your firewall disk ('NEW'). &nbsp;This
          is the disk you will add the upgraded package(s) to.</para>
        </listitem>

        <listitem>
          <para>Format a floppy to use as a temporary location for your
          configuration file(s) ('XFER'). &nbsp;This disk should have the same
          format as your firewall disk (and could simply be another backup
          copy of your current firewall).</para>
        </listitem>

        <listitem>
          <para>Make sure you have a working copy of your existing firewall
          ('OLD') in a safe place, that you *DO NOT* use durring this process.
          That way, if anything goes wrong you can simply reboot off the OLD
          disk to get back to a working configuration.</para>
        </listitem>

        <listitem>
          <para>Remove your current firewall configuration disk and replace it
          with the XFER disk.</para>
        </listitem>

        <listitem>
          <para>Use the lrcfg backup menu to make a partial backup of the
          package(s) you want to upgrade, being sure to backup the files to
          the XFER disk. &nbsp;From the backup menu:</para>

          <programlisting>t e &lt;enter&gt; p &lt;enter&gt;
b &lt;package1&gt; &lt;enter&gt;
b &lt;package2&gt; &lt;enter&gt;
...</programlisting>
        </listitem>

        <listitem>
          <para>Download and copy the package(s) you want to upgrade onto the
          NEW disk.</para>
        </listitem>

        <listitem>
          <para>Reboot your firewall using the NEW disk...at this point your
          upgraded packages will have their default configuration.</para>
        </listitem>

        <listitem>
          <para>Mount the XFER disk (mount -t msdos /dev/fd0u1680 /mnt)</para>
        </listitem>

        <listitem>
          <para>CD to the root directory (cd /)</para>
        </listitem>

        <listitem>
          <para>Manually extract configuration data for each package you
          upgraded:</para>

          <programlisting>tar -xzvf /mnt/package1.lrp
tar -xzvf /mnt/package2.lrp
...</programlisting>
        </listitem>

        <listitem>
          <para>Unmount (umount /mnt) and remove the XFER disk</para>
        </listitem>

        <listitem>
          <para>Using lrcfg, do *FULL* backups of your upgraded
          packages.</para>
        </listitem>

        <listitem>
          <para>Reboot, verifying the firewall works as expected. &nbsp;Some
          configuration files may need to be 'tweaked' to work properly with
          the upgraded package binaries.</para>
        </listitem>
      </itemizedlist>

      <important>
        <para>The new package file &lt;package&gt;.local can be used to
        fine-tune which files are included (and excluded) from the partial
        backup (see the Dachstein-CD README for details). &nbsp;If this file
        doesn't exist, the backup scripts assume anything from the
        &lt;package&gt;.list file that resides in /etc or /var/lib/lrpkg is
        part of the configuration data and is used to create the partial
        backup. &nbsp;If shorewall puts anything in /etc that isn't a user
        modified configuration file, a proper shorwall.local file should be
        created prior to making the partial backup [<emphasis
        role="bold">Editor's note</emphasis>: Shorewall places only
        user-modifiable files in /etc].</para>
      </important>

      <note>
        <para>It's obviously possible to do the above 'in-place', without
        using multiple disks, and even without making a partial backup (ie:
        copy current config files to /tmp, manually extract new package on top
        of current running firewall, then copy or merge config data from /tmp
        and backup...or similar), but anyone capable of that level of command
        line gymnastics is probably doing it already, without needing detailed
        instructions! :-)</para>
      </note>
    </blockquote>
  </section>

  <section id="Config_Files">
    <title>Configuring Shorewall</title>

    <para>You will need to edit some or all of the configuration files to
    match your setup. In most cases, the <ulink
    url="shorewall_quickstart_guide.htm">Shorewall QuickStart Guides</ulink>
    contain all of the information you need.</para>
  </section>

  <section>
    <title>Uninstall/Fallback</title>

    <para>See <quote><ulink url="fallback.htm">Fallback and
    Uninstall</ulink></quote>.</para>
  </section>
</article>