shorewall_code/Shorewall-docs2/Install.xml
2004-10-04 16:47:43 +00:00

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<?xml version="1.0" encoding="UTF-8"?>
<!DOCTYPE article PUBLIC "-//OASIS//DTD DocBook XML V4.2//EN"
"http://www.oasis-open.org/docbook/xml/4.2/docbookx.dtd">
<article id="Install">
<!--$Id$-->
<articleinfo>
<title>Shorewall Installation and Upgrade</title>
<authorgroup>
<author>
<firstname>Tom</firstname>
<surname>Eastep</surname>
</author>
</authorgroup>
<pubdate>2004-09-12</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>There appears to be no standard method for upgrading LEAF/Bering
packages — Sorry to be so unhelpful.</para>
</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>