INSTALL   [plain text]


                       _             _ 
   _ __ ___   ___   __| |    ___ ___| |  mod_ssl
  | '_ ` _ \ / _ \ / _` |   / __/ __| |  Apache Interface to OpenSSL
  | | | | | | (_) | (_| |   \__ \__ \ |  www.modssl.org
  |_| |_| |_|\___/ \__,_|___|___/___/_|  ftp.modssl.org
                       |_____|         
  _____________________________________________________________________________
  
                                         ``The world does not really need 
                                           Apache-SSL easier to install.''
                                            -- Ben Laurie, Apache-SSL author
  INSTALLATION (Unix)

  Introduction
  ____________

  Because mod_ssl is a complex package there are a lot of installation
  variants and options. For this different documents exists which explain
  special things: Read this document when you want to install Apache+mod_ssl
  under Unix. Read the INSTALL.Win32 document when you want to install it
  under the Win32 (Windows 95/98/NT) platform.

  Prerequisites
  _____________

  To use mod_ssl you need the following packages:

   o  Package:      Apache 
      Version:      1.3.x
      Description:  The Apache Group HTTP Server
      Reason:       The webserver base package on which all is based
      Homepage:     http://www.apache.org/
      Distribution: http://www.apache.org/dist/
      Tarball:      apache_1.3.x.tar.gz
      Location:     SF, USA
      Author(s):    The Apache Group <apache@apache.org>
      Type:         MANDATORY

   o  Package:      mod_ssl
      Version:      2.8.x
      Description:  The Apache Interface to OpenSSL
      Reason:       The interface module for Apache
      Homepage:     http://www.modssl.org/
      Distribution: ftp://ftp.modssl.org/source/
      Tarball:      mod_ssl-2.8.x-1.3.x.tar.gz
      Location:     Zurich, Switzerland, Europe
      Author(s):    Ralf S. Engelschall <rse@engelschall.com>
      Type:         MANDATORY

   o  Package:      OpenSSL
      Version:      0.9.x
      Description:  The Open Source Toolkit for SSL/TLS
      Reason:       The library which implements SSL/TLS
      Homepage:     http://www.openssl.org/
      Distribution: ftp://ftp.openssl.org/source/
      Tarball:      openssl-0.9.x.tar.gz
      Location:     Zurich, Switzerland, Europe
      Author(s):    The OpenSSL Project <openssl@openssl.org>
      Type:         MANDATORY 

   o  Package:      MM
      Version:      1.1.x
      Description:  Shared Memory Library
      Reason:       The portable library for shared memory in Apache/EAPI
      Homepage:     http://www.engelschall.com/sw/mm/
      Distribution: http://www.engelschall.com/sw/mm/
      Tarball:      mm-1.1.x.tar.gz
      Location:     Zurich, Switzerland, Europe
      Author(s):    Ralf S. Engelschall <rse@engelschall.com>
      Type:         OPTIONAL

   o  Package:      GZip
      Version:      1.2.4
      Description:  The compression utility
      Reason:       To unpack the above tarballs
      Homepage:     http://www.gnu.org/
      Distribution: ftp://ftp.gnu.org/pub/gnu/
      Tarball:      gzip-1.2.4.tar.Z
      Location:     USA
      Author(s):    Free Software Foundation (FSF)
      Type:         MANDATORY
 
   o  Package:      Perl
      Version:      5.6.0
      Description:  The Practical Extraction and Reporting Language
      Reason:       To configure OpenSSL and for APXS tool in Apache
      Homepage:     http://www.perl.com/
      Distribution: http://www.cpan.org/src/5.0/
      Tarball:      perl-5.6.0.tar.gz
      Location:     USA
      Author(s):    Larry Wall
      Type:         MANDATORY

  Installation
  ____________

  The following is a step-by-step list on how to install an SSL-aware Apache.
  The actual steps you have to perform depend on the location where _YOU_ and
  your webserver stay.  So the commands are marked at the right-side with the
  following tags:
  
  EU ........ Command has to be run by citizens of a European state ONLY
  ALL ....... Command has to be run by ANYONE, independent of location
  OPTIONAL .. Command is optional and not really needed

  Now follow these steps:
  (the syntax is for a Bourne-Shell style shell, when you're using a C-Shell
  style shell you've to adjust the commands according to your shell's manual)

  1. Make sure GZip and Perl are already installed and available through the
     commands `gzip' and `perl'. They are needed for unpacking the tarballs
     and for configuring OpenSSL. When you've these packages still not
     installed, do this first.

  2. Extract the required packages:

     $ gzip -d -c apache_1.3.x.tar.gz | tar xvf -                          ALL
     $ gzip -d -c mod_ssl-2.8.x-1.3.x.tar.gz | tar xvf -                   ALL
     $ gzip -d -c openssl-0.9.x.tar.gz | tar xvf -                         ALL
     $ gzip -d -c mm-1.1.x.tar.gz | tar xvf -                         OPTIONAL

  3. Configure and build the OpenSSL library: 

     $ cd openssl-0.9.x                                                    ALL
     $ sh config \                                                         ALL
            no-idea \                                                       EU
            no-threads \                                              OPTIONAL
            -fPIC                                                     OPTIONAL
     $ make                                                                ALL
     $ make test                                                      OPTIONAL
     $ cd ..                                                               ALL

     NOTE: OpenSSL understands a lot more options on the `config'
           command line. For instance you can add some command line
           options (like `-DSSL_FORBID_ENULL' for not allowing Null
           encryptions, or adding `-DSSL_ALLOW_ADH' for allowing
           Anonymous Diffie-Hellman ciphers, etc) to adjust the OpenSSL
           internals (see OpenSSL's top-level Makefile for details).

     NOTE: When your system already has OpenSSL installed (for instance some
           Linux distributions ship with OpenSSL installed out-of-the-box) in
           system locations you can ignore the OpenSSL steps above, too.  Then
           use `SSL_BASE=SYSTEM' instead of `SSL_BASE=../openssl-0.9.x' below
           and mod_ssl will search for OpenSSL's binary, header and library
           files in $PATH and system locations.

     NOTE: The -fPIC option builds OpenSSL with Position Independent Code
           (PIC) which is only important when building mod_ssl as a
           Dynamic Shared Object (DSO). Please notice, that you really
           have to use -fPIC and not -fpic, as the latter will usually
           cause the build to fail. See below for more details.

     NOTE: The optional `no-threads' keyword above is to increase
           performance inside OpenSSL, because Apache 1.3 does not
           use threads anyway. However, OpenSSL, if built without
           `no-threads', by default builds with multi-threading support.
           This multi-threading support involves using locking around a
           lot of internal object manipulation (esp. reference counts).
           The fact that it is not possible in Apache 1.3 to have
           threads racing on any kind of object internal to OpenSSL
           means that any overhead (memory and/or time) relating to
           these locking mechanisms is wasted by default.

  4. Optionally you now can build the MM Shared Memory library when you want
     shared memory support in Apache/EAPI. For instance this allows mod_ssl to
     use a high-performance RAM-based session cache instead of a disk-based
     one.

     $ cd mm-1.1.x                                                    OPTIONAL
     $ ./configure --disable-shared                                   OPTIONAL
     $ make                                                           OPTIONAL
     $ cd ..                                                          OPTIONAL

     NOTE: When your system already has MM installed in system locations
           you can ignore the steps above and then use `EAPI_MM=SYSTEM'
           instead of `EAPI_MM=../mm-1.1.x' below.

     NOTE: Do not forget the --disable-shared option above. Else you've
           to establish an explicit LD_LIBRARY_PATH which includes the
           /path/to/mm-1.1.x/.libs/ directory or the compilation of Apache
           will fail because the shared library cannot be found.

  5. Now apply the mod_ssl source extension and source patches to the Apache
     source tree, configure the Apache sources and build Apache with mod_ssl
     and OpenSSL. 
     
     Actually here you have three options: 
     (dependent on your situation and personal skill ;-)

     a) The All-In-One mod_ssl+APACI way [FOR JOE AVERAGE]:

        You configure Apache semi-automatically from within mod_ssl's
        `configure' script. You don't have to fiddle with the SSL_BASE
        variable but get no intermediate chance to add more third-party
        Apache modules (e.g. mod_perl, PHP3, etc).

        $ cd mod_ssl-2.8.x-1.3.x                                           ALL
        $ ./configure \                                                    ALL
              --with-apache=../apache_1.3.x \                              ALL
              --with-ssl=../openssl-0.9.x \                                ALL
              --with-mm=../mm-1.1.x \                                 OPTIONAL
              --with-crt=/path/to/your/server.crt \                   OPTIONAL
              --with-key=/path/to/your/server.key \                   OPTIONAL
              --prefix=/path/to/apache \                                   ALL
             [--enable-shared=ssl] \                                  OPTIONAL
             [--disable-rule=SSL_COMPAT] \                            OPTIONAL
             [--enable-rule=SSL_SDBM] \                               OPTIONAL
             [--enable-rule=SSL_EXPERIMENTAL] \                       OPTIONAL
             [--enable-rule=SSL_VENDOR] \                             OPTIONAL
             [...more APACI options...]                               OPTIONAL
        $ cd ..                                                            ALL
        $ cd apache_1.3.x                                                  ALL
        $ make                                                             ALL
        $ make certificate                                            OPTIONAL
        $ make install                                                     ALL
        $ cd ..                                                            ALL

        NOTE: The --enable-shared=ssl option enables the building of mod_ssl
              as a DSO `libssl.so'. Read the INSTALL and
              htdocs/manual/dso.html documents in the Apache source tree for
              more information about DSO support in Apache. We strongly advise
              ISPs and package maintainers to use the DSO facility for maximum
              flexibility with mod_ssl.  But notice that DSO is not supported
              by Apache on all platforms.

              Additionally OpenSSL has problems under DSO situations on some
              platforms. For instance under smart ix86 platforms like Linux
              and FreeBSD when you compile a the standard OpenSSL
              libcrypto.a/libssl.a libraries and link those to a mod_ssl DSO
              libssl.so all works fine.  While on other platforms like Solaris
              2.6 on a SPARC OpenSSL's code will dump core under run-time.
              When this is the case for you, then try to recompile OpenSSL
              with Position Independent Code (PIC) by adding a `-fPIC' (for
              GCC) or `-KPIC' (for SVR4-style compilers) to the platform
              configuration line in OpenSSL's `Configure' script.  The
              -fPIC option above when you build OpenSSL.

        NOTE: The --disable-rule=SSL_COMPAT option disables the building of
              SSL compatibility code for older mod_ssl versions and other
              Apache SSL solutions like Apache-SSL, Sioux, Stronghold, etc.

        NOTE: The --enable-rule=SSL_SDBM option enabled the use of the
              built-in SDBM library instead of a custom defined or vendor
              supplied DBM library. This can be useful when the vendor DBM
              library is buggy or restricts the data size too dramatically
              (for SSL sessions to be cacheable the DBM library should allow
              more than 1KB of data to be stored under a particular key).

        NOTE: The --enable-rule=SSL_EXPERIMENTAL and --enable-rule=SSL_VENDOR
              options enable various experimental and vendor extension code.
              Please read the src/Configuration.tmpl file inside the Apache
              source tree for more details.

        NOTE: You either use `--with-crt'/`--with-key' or `make certificate'
              above - but never both. The `--with-crt'/`--with-key' options is
              used only when you already have a real server certificate and
              private key at hand while `make certificate' is to create a test
              server test certificate. Read the message box which occurs after
              the `make' command when building Apache for details.

     b) The flexible APACI-only way [FOR REAL HACKERS]:

        You configure Apache manually and have the chance to configure
        and add third-party Apache modules like mod_perl, mod_php,
        mod_frontpage, mod_dav, etc. But you have to provide the
        SSL_BASE and EAPI_MM variables manually and either copy your
        existing certificate manually to conf/ssl.crt/server.crt or use
        `make certificate':

        $ cd mod_ssl-2.8.x-1.3.x                                           ALL
        $ ./configure \                                                    ALL
              --with-apache=../apache_1.3.x \                              ALL
              --with-crt=/path/to/your/server.crt \                   OPTIONAL
              --with-key=/path/to/your/server.key                     OPTIONAL
        $ cd ..                                                            ALL

        [...Now add more Apache modules to the Apache source tree...] OPTIONAL

        $ cd apache_1.3.x                                                  ALL
        $ SSL_BASE=../openssl-0.9.x \                                      ALL
          EAPI_MM=../mm-1.1.x \                                       OPTIONAL
          ./configure \                                                    ALL
              --enable-module=ssl \                                        ALL
              --prefix=/path/to/apache \                                   ALL
             [--enable-shared=ssl] \                                  OPTIONAL
             [--disable-rule=SSL_COMPAT] \                            OPTIONAL
             [--enable-rule=SSL_SDBM] \                               OPTIONAL
             [--enable-rule=SSL_EXPERIMENTAL] \                       OPTIONAL
             [--enable-rule=SSL_VENDOR] \                             OPTIONAL
             [...more APACI options...]                               OPTIONAL
        $ make                                                             ALL
        $ make certificate                                            OPTIONAL
        $ make install                                                OPTIONAL
        $ cd ..                                                            ALL

        NOTE: The optional --enable-shared=ssl option enables the building
              of mod_ssl as a DSO `libssl.so'. Read the INSTALL and
              htdocs/manual/dso.html documents in the Apache source tree for
              more information about DSO support in Apache. We strongly advise
              ISPs and package maintainers to use the DSO facility for maximum
              flexibility with mod_ssl.  But notice that DSO is not supported
              by Apache on all platforms.

              Additionally OpenSSL has problems under DSO situations on some
              platforms. For instance under smart ix86 platforms like Linux
              and FreeBSD when you compile a the standard OpenSSL
              libcrypto.a/libssl.a libraries and link those to a mod_ssl DSO
              libssl.so all works fine.  While on other platforms like Solaris
              2.6 on a SPARC OpenSSL's code will dump core under run-time.
              When this is the case for you, then try to recompile OpenSSL
              with Position Independent Code (PIC) by adding a `-fPIC' (for
              GCC) or `-KPIC' (for SVR4-style compilers) to the platform
              configuration line in OpenSSL's `Configure' script.  The
              -fPIC option above when you build OpenSSL.

        NOTE: The --disable-rule=SSL_COMPAT option disables the building of
              SSL compatibility code for older mod_ssl versions and other
              Apache SSL solutions like Apache-SSL, Sioux, Stronghold, etc.

        NOTE: The --enable-rule=SSL_SDBM option enabled the use of the
              built-in SDBM library instead of a custom defined or vendor
              supplied DBM library. This can be useful when the vendor DBM
              library is buggy or restricts the data size too dramatically
              (for SSL sessions to be cacheable the DBM library should allow
              more than 1KB of data to be stored under a particular key).

        NOTE: The --enable-rule=SSL_EXPERIMENTAL and --enable-rule=SSL_VENDOR
              options enable various experimental and vendor extension code.
              Please read the src/Configuration.tmpl file inside the Apache
              source tree for more details.

     c) The poor mans way known from Apache 1.2 [FOR COMPATIBILITY]:

        You configure Apache manually by editing the src/Configuration
        file and running the deep-level src/Configure script. The
        advantage here is that this directly follows the steps you might
        be familiar with from Apache 1.2 and additionally you also have
        a chance to add more third-party Apache modules like mod_perl or
        mod_php because anything is done manually. But you have to edit
        the SSL_BASE and EAPI_MM variables manually and more important:
        you have to install the Apache package manually, too. But feel
        free to be masochistic ;-)

        $ cd mod_ssl-2.8.x-1.3.x                                           ALL
        $ ./configure \                                                    ALL
              --with-apache=../apache_1.3.x \                              ALL
              --with-crt=/path/to/your/server.crt \                   OPTIONAL
              --with-key=/path/to/your/server.key                     OPTIONAL
        $ cd ..                                                            ALL

        [...Add more Apache modules to the Apache source tree...]     OPTIONAL

        $ cd apache_1.3.x/src                                              ALL
        $ cp Configuration.tmpl Configuration                              ALL
        $ vi Configuration                                                 ALL
        [...edit the SSL_BASE variable...]                                 ALL
        [...edit the EAPI_MM variable...]                             OPTIONAL
        [...edit the `AddModule' line of libssl.a...]                      ALL
        $ ./Configure                                                      ALL
        $ make                                                             ALL
        $ make certificate                                            OPTIONAL

        Up to this point it can be acceptable, yeah? But now the friendly
        world stops. The remaining installation steps have to be done manually
        by coping the various files to /path/to/apache, including your
        certificate, etc. That's the price for staying with the good old
        days...

  6. Try out Apache without SSL (only HTTP protocol possible):

     $ /path/to/apache/bin/apachectl start                                 ALL
     $ netscape http://<local-host-name>/                                  ALL
     $ /path/to/apache/bin/apachectl stop                                  ALL

  7. Try out Apache with SSL (both HTTP and HTTPS protocol possible):

     $ /path/to/apache/bin/apachectl startssl                              ALL
     $ netscape http://<local-host-name><http-port>/                       ALL
     $ netscape https://<local-host-name><https-port>/                     ALL
     $ /path/to/apache/bin/apachectl stop                                  ALL

     NOTE: Replace the `<local-host-name>' with the official name of your
           host. Do not enter `localhost' here, because this name has to match
           the Common Name (CN) of the Subject's Distinguished Name (DN)
           inside your server certificate.

     NOTE: If you have built and installed under root (uid 0), 
           leave out the the `<http-port>' and `<https-port>' strings above.
           If you have built and installed under a different user than root,
           replace `<http-port>' with `:8080' and `<https-port>' with `:8443'
           above. The reason just is that Apache pre-configures the installed
           configuration file for direct use (at least as long the APACI
           option --without-confadjust is not used). For using the official
           ports (80 for HTTP and 443 for HTTPS) root priviledges are required
           under run-time, so APACI assumes that it has to use alternate ports
           (8080 for HTTP and 8443 for HTTPS) if the built and installation is
           done under non-root users.

     NOTE: When the above tests (steps 6 and 7) fail for some reasons
           you are _STRONGLY ADVISED_ to look into the Apache error logfile
           before you ask someone other for help. In the error logfile there
           should be a hint where to find the reason for the failure.

     NOTE: When you *re*install Apache many times, make sure you restart your
           browsers between the tests if you created test or custom
           certificates.  Else connections might fail because the browser
           cached the certificate details of the previous installation.

  8. Finally you're advised to do the following:

     o Read the mod_ssl user manual very carefully to
       understand the SSL-part of your Apache configuration:

       $ netscape http://www.modssl.org/docs/2.8/                 (official)
       $ netscape http://localhost/manual/mod/mod_ssl/            (local copy)
       
     o Adjust your Apache configuration to your personal requirements.
       The configuration is already pre-configured for SSL, but usually it has
       to be tweaked a little bit more to fit the local situation. When you
       had already a httpd.conf file, this one is preserved. Then look inside
       /path/to/apache/etc/httpd.conf.default for the pre-configured SSL
       configuration and take it over manually into httpd.conf.

       $ vi /path/to/apache/etc/httpd.conf

     o Subscribe to the modssl-users@modssl.org support mailing list
       with the provided web interface:
       
       $ netscape http://www.modssl.org/news/list.html

  8. Bask in the glow ;-)

  Upgrading with APXS (EXPERTS ONLY)
  __________________________________

  Once you've built and installed Apache with mod_ssl as a DSO (libssl.so) you
  can easily upgrade this libssl.so file with a stand-alone built procedure as
  long as the Extended API (EAPI) didn't change and you've OpenSSL installed
  somewhere. For this you can use the following procedure:

    $ cd mod_ssl-2.8.x-1.3.x                                               ALL
    $ ./configure \                                                        ALL
          --with-apxs[=/path/to/apache/bin/apxs] \                         ALL
          --with-ssl=/path/to/openssl                                      ALL
    $ make                                                                 ALL
    $ make install                                                         ALL
    $ make distclean                                                       ALL

  This will build mod_ssl locally inside the pkg.modssl/ directory and then
  upgrades your existing libssl.so file. This approach is also interesting for
  package vendors. Because those can create an Apache+EAPI package (with the
  use of --with-eapi-only) and a APXS-based mod_ssl package (with the use of
  --with-apxs).

  Examples
  ________

  As you noticed above there are a lot of possibilities, variants and options
  for installing mod_ssl. So, in the following we provide some step-by-step
  examples where you can see how to build mod_ssl with other third-party
  modules to form your SSL-aware Apache. For simplification we assume some
  prerequisites for each example. If these don't fit your situation you have
  to adjust the steps with the help of the above detailed instructions, of
  course.
  
  o Apache + mod_ssl/OpenSSL + mod_perl/Perl
    ---------------------------------------

    Prerequisites:

    o Apache should be installed to /path/to/apache
    o Perl is installed and `perl' is in $PATH
    o OpenSSL is installed under /path/to/openssl

    Steps:

    #   extract the packages
    $ gzip -d -c apache_1.3.x.tar.gz | tar xvf -
    $ gzip -d -c mod_ssl-2.8.x-1.3.x.tar.gz | tar xvf -
    $ gzip -d -c mod_perl-1.xx.tar.gz | tar xvf -

    #   apply mod_ssl to Apache source tree
    $ cd mod_ssl-2.8.x-1.3.x
    $ ./configure \
          --with-apache=../apache_1.3.x
    $ cd ..

    #   apply mod_perl to Apache source tree
    #   and build/install the Perl-side of mod_perl
    $ cd mod_perl-1.xx
    $ perl Makefile.PL \
          EVERYTHING=1 \
          APACHE_SRC=../apache_1.3.x/src \
          USE_APACI=1 \
          PREP_HTTPD=1 \
          DO_HTTPD=1
    $ make
    $ make install
    $ cd ..

    #   build/install Apache with mod_ssl and mod_perl
    $ cd apache_1.3.x
    $ SSL_BASE=/path/to/openssl \
      ./configure \
          --prefix=/path/to/apache \
          --enable-module=ssl \
          --activate-module=src/modules/perl/libperl.a \
          --enable-module=perl
    $ make 
    $ make certificate
    $ make install
    $ cd ..

    #   cleanup after work
    $ rm -rf mod_perl-1.xx
    $ rm -rf mod_ssl-2.8.x-1.3.x
    $ rm -rf apache_1.3.x

  o Apache + mod_ssl/OpenSSL + PHP3/MySQL
    -------------------------------------

    Prerequisites:

    o Apache should be installed to /path/to/apache
    o MySQL is installed under /path/to/mysql
    o OpenSSL is installed under /path/to/openssl
    o GNU Make is available as `gmake' in $PATH
   
    Steps:

    #   extract the packages
    $ gzip -d -c apache_1.3.x.tar.gz | tar xvf -
    $ gzip -d -c mod_ssl-2.8.x-1.3.x.tar.gz | tar xvf -
    $ gzip -d -c php-3.0.x.tar.gz | tar xvf -

    #   apply mod_ssl to Apache source tree
    $ cd /mod_ssl-2.8.x-1.3.x
    $ ./configure \
          --with-apache=../apache_1.3.x
    $ cd ..

    #   pre-configure Apache for PHP3's configure step
    $ cd apache_1.3.x
    $ ./configure \
          --prefix=/path/to/apache
    $ cd ..
    
    #   configure PHP3 and apply it to the Apache source tree
    $ cd ../php-3.0.x
    $ CFLAGS='-O2 -I/path/to/openssl/include' \
      ./configure \
          --with-apache=../apache_1.3.x \
          --with-mysql=/path/to/mysql \
          --enable-memory-limit=yes \
          --enable-debug=no 
    $ gmake 
    $ gmake install
    $ cd ..
    
    #   build/install Apache with mod_ssl and PHP3
    $ cd apache_1.3.x
    $ SSL_BASE=/path/to/openssl \
      ./configure \
          --prefix=/path/to/apache \
          --enable-module=ssl \
          --activate-module=src/modules/php3/libphp3.a \
          --enable-module=php3
    $ make
    $ make certificate
    $ make install
    $ cd ..
    
    #   cleanup after work
    $ rm -rf php-3.0.x
    $ rm -rf mod_ssl-2.8.x-1.3.x
    $ rm -rf apache_1.3.x