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Installing Hermes H5

Contact: horde@lists.horde.org

This document contains instructions for installing the Hermes time-tracking application.

For information on the capabilities and features of Hermes, see the file README in the top-level directory of the Hermes distribution.

1   Prerequisites

To function properly, Hermes requires the following:

  1. A working Horde installation.

    Hermes runs within the Horde Application Framework, a set of common tools for web applications written in PHP. You must install Horde before installing Hermes.

    Important

    Hermes H5 requires version 5.0+ of the Horde Framework - earlier versions of Horde will not work.

    Important

    Be sure to have completed all of the steps in the horde/docs/INSTALL file for the Horde Framework before installing Hermes. Many of Hermes's prerequisites are also Horde prerequisites. Additionally, many of Hermes's optional features are configured via the Horde install.

  2. The following PHP capabilities:

    1. SQL support

      Hermes stores its data in an SQL database. Build PHP with whichever SQL driver you require; see the horde/docs/INSTALL file for details.

  3. A working Turba installation.

    Hermes queries the clients API for client listings. This API is usually provided by Turba. It doesn't matter what type of address book is configured for clients, but it is a good practice to create one which is separate from the rest of your contacts, see http://wiki.horde.org/HermesAddressBook.

    Which addressbook Hermes uses for clients is configured in Turba's setup.

    You can replace Turba with any application providing the clients/listClients API method. Check the Horde Wiki or ask on the mailing list for details.

The following items are not required, but are recommended:

  1. Applications providing cost objects.

    Other applications can supply cost objects to track time against.

    Currently, Whups (the ticket-tracking system) and Nag (the tasklist manager) will export their tickets as possible cost objects. If you configure an additional attribute for your ticket types in Whups and make its name "Estimated Time", Whups will also be able to export estimates on the tickets, allowing Hermes to indicate the ticket's percentage complete. Estimation times from Nag will be exported automatically too.

2   Installing Hermes

There are several ways to install Hermes. The recommended way to install Hermes is using the PEAR installer. Alternatively it can be installed from tarballs. Finally, if you want to run the latest development code, or get the latest, not yet released, fixes, you can install Hermes from Git.

2.1   Installing with PEAR

First follow the instructions in horde/docs/INSTALL to prepare a PEAR environment for Horde and install the Horde Framework.

When installing Hermes through PEAR now, the installer will automatically install any dependencies of Hermes too. If you want to install Hermes with all optional dependencies, but without the binary PECL packages that need to be compiled, specify both the -a and the -B flag:

pear install -a -B horde/hermes

By default, only the required dependencies will be installed:

pear install horde/hermes

If you want to install Hermes even with all binary dependencies, you need to remove the -B flag. Please note that this might also try to install PHP extensions through PECL that might need further configuration or activation in your PHP configuration:

pear install -a horde/hermes

2.2   Installing from Release Tarballs

Important

As of today, there are no tarballs released for Hermes 2 yet. Please use the Installing with PEAR method to install Hermes 2.

Hermes can be obtained from the Horde website and FTP server, at

http://www.horde.org/apps/hermes

ftp://ftp.horde.org/pub/hermes/

Or use the mirror closest to you:

http://www.horde.org/mirrors.php

Hermes is written in PHP, and must be installed in a web-accessible directory. The precise location of this directory will differ from system to system. Conventionally, Hermes is installed directly underneath Horde in the web server's document tree.

Since Hermes is written in PHP, there is no compilation necessary; simply expand the distribution where you want it to reside and rename the root directory of the distribution to whatever you wish to appear in the URL. For example, with the Apache web server's default document root of /usr/local/apache/htdocs, you would type:

cd /usr/local/apache/htdocs/horde
tar zxvf /path/to/hermes-h3-x.y.z.tar.gz
mv hermes-h3-x.y.z hermes

and would then find Hermes at the URL:

http://your-server/horde/hermes/

3   Configuring Hermes

  1. Configuring Hermes

    You must login to Horde as a Horde Administrator to finish the configuration of Hermes. Use the Horde Administration menu item to get to the administration page, and then click on the Configuration icon to get the configuration page. Select Time Tracking from the selection list of applications. Fill in or change any configuration values as needed. When done click on Generate Time Tracking Configuration to generate the conf.php file. If your web server doesn't have write permissions to the Hermes configuration directory or file, it will not be able to write the file. In this case, go back to Configuration and choose one of the other methods to create the configuration file hermes/config/conf.php.

    Documentation on the format and purpose of the other configuration files in the config/ directory can be found in each file. You may create *.local.php versions of these files if you wish to customize Hermes' appearance and behavior. See the header of the configuration files for details and examples. The defaults will be correct for most sites.

  2. Creating the database tables

    Once you finished the configuration in the previous step, you can create all database tables by clicking the DB schema is out of date. link in the Hermes row of the configuration screen.

    Alternatively you creating the Hermes database tables can be accomplished with horde's horde-db-migrate utility. If your database is properly setup in the Horde configuration, just run the following:

    horde/bin/horde-db-migrate hermes
    
  3. Testing Hermes

    Use Hermes to enter time-tracking data. Test at least the following:

    • Adding job types as an administrator.
    • Adding deliverables as an administrator.
    • Creating time entries for a client, job type, and deliverable.
    • Search for time entries.
    • Submit time entries.

4   Obtaining Support

If you encounter problems with Hermes, help is available!

The Horde Frequently Asked Questions List (FAQ), available on the Web at

http://wiki.horde.org/FAQ

The Horde Project runs a number of mailing lists, for individual applications and for issues relating to the project as a whole. Information, archives, and subscription information can be found at

http://www.horde.org/community/mail

Lastly, Horde developers, contributors and users may also be found on IRC, on the channel #horde on the Freenode Network (irc.freenode.net).

Please keep in mind that Hermes is free software written by volunteers. For information on reasonable support expectations, please read

http://www.horde.org/community/support

Thanks for using Hermes!

The Hermes team