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>2004-03-01</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>

  <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>

    <warning>
      <para>If you have RedHat 7.2 and are running iptables version 1.2.3 (at
      a shell prompt, type <quote>/sbin/iptables --version</quote>), you must
      upgrade to version 1.2.4 either from the <ulink
      url="http://www.redhat.com/support/errata/RHSA-2001-144.html">RedHat
      update site</ulink> or from the <ulink url="errata.htm">Shorewall Errata
      page</ulink> before attempting to start Shorewall.</para>
    </warning>

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

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

        <programlisting><command>rpm -ivh &#60;shorewall rpm&#62;</command></programlisting>

        <note>
          <para>Some SuSE users have encountered a problem whereby rpm reports
          a conflict with kernel &#60;= 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 &#60;shorewall rpm&#62;</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 &#60;shorewall rpm&#62;</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>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 using <ulink
        url="http://www.caldera.com/openstore/openlinux/">Caldera</ulink>,
        <ulink url="http://www.redhat.com">RedHat</ulink>, <ulink
        url="http://www.linux-mandrake.com">Mandrake</ulink>, <ulink
        url="http://www.corel.com">Corel</ulink>, <ulink
        url="http://www.suse.com">SuSe</ulink>,<ulink
        url="http://www.slackware.com/"> Slackware</ulink> or <ulink
        url="http://www.debian.org">Debian/Gentoo</ulink> then 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 by removing <filename>/etc/shorewall/startup_disabled</filename>
        (Debian users will edit <filename>/etc/default/shorewall</filename>
        and set startup=1).</para>
      </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 &#60;shorewall rpm file&#62;</command></programlisting>

        <note>
          <para>Some SuSE users have encountered a problem whereby rpm reports
          a conflict with kernel &#60;= 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 &#60;shorewall rpm&#62;</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 &#60;shorewall rpm&#62;</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 using <ulink
        url="http://www.caldera.com/openstore/openlinux/">Caldera</ulink>,
        <ulink url="http://www.redhat.com">RedHat</ulink>, <ulink
        url="http://www.linux-mandrake.com">Mandrake</ulink>, <ulink
        url="http://www.corel.com">Corel</ulink>, <ulink
        url="http://www.suse.com">SuSe</ulink>, <ulink
        url="http://www.slackware.com/">Slackware</ulink> or <ulink
        url="http://www.debian.org">Debian/Gentoo</ulink> then 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>