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Chapter 3. Installing mod_perl

Contents:

Configuring the Source
Building mod_perl (make)
Testing the Server (make test)
Installation (make install)
Installation Scenarios for Standalone mod_perl
Building mod_perl with Other Components
Installing mod_perl with the CPAN.pm Interactive Shell
Installing mod_perl on Multiple Machines
Installation into a Nonstandard Directory
How Can I Tell if mod_perl Is Running?
General Notes
References

In Chapter 2, we presented a basic mod_perl installation. In this chapter, we will talk about various ways in which mod_perl can be installed (using a variety of installation parameters), as well as prepackaged binary installations, and more.

Chapter 2 showed you the following commands to build and install a basic mod_perl-enabled Apache server on almost any standard flavor of Unix.

First, download http://www.apache.org/dist/httpd/apache_1.3.xx.tar.gz and http://perl.apache.org/dist/mod_perl-1.xx.tar.gz. Then, issue the following commands:

panic% cd /home/stas/src
panic% tar xzvf apache_1.3.xx.tar.gz
panic% tar xzvf mod_perl-1.xx.tar.gz
panic% cd mod_perl-1.xx
panic% perl Makefile.PL APACHE_SRC=../apache_1.3.xx/src \
  DO_HTTPD=1 USE_APACI=1 EVERYTHING=1
panic% make && make test
panic# make install
panic# cd ../apache_1.3.xx
panic# make install

As usual, replace 1.xx and 1.3.xx with the real version numbers of mod_perl and Apache, respectively.

You can then add a few configuration lines to httpd.conf (the Apache configuration file), start the server, and enjoy mod_perl. This should work just fine. Why, then, are you now reading a 50-page chapter on installing mod_perl?

You're reading this chapter for the same reason you bought this book. Sure, the instructions above will get you a working version of mod_perl. But the average reader of this book won't want to stop there. If you're using mod_perl, it's because you want to improve the performance of your web server. And when you're concerned with performance, you're always looking for ways to eke a little bit more out of your server. In essence, that's what this book is about: getting the most out of your mod_perl-enabled Apache server. And it all starts at the beginning, with the installation of the software.

In the basic mod_perl installation, the parameter EVERYTHING=1 enables a lot of options for you, whether you actually need them or not. You may want to enable only the required options, to squeeze even more juice out of mod_perl. You may want to build mod_perl as a loadable object instead of compiling it into Apache, so that it can be upgraded without rebuilding Apache itself. You may also want to install other Apache components, such as PHP or mod_ssl, alongside mod_perl.

To accomplish any of these tasks, you will need to understand various techniques for mod_perl configuration and building. You need to know what configuration parameters are available to you and when and how to use them.

As with Perl, in mod_perl simple things are simple. But when you need to accomplish more complicated tasks, you may have to invest some time to gain a deeper understanding of the process. In this chapter, we will take the following route. We'll start with a detailed explanation of the four stages of the mod_perl installation process, then continue on with the different paths each installation might take according to your goal, followed by a few copy-and-paste real-world installation scenarios. Toward the end of the chapter we will show you various approaches that might make the installation easier, by automating most of the steps. Finally, we'll cover some of the general issues that new users might stumble on while installing mod_perl.

3.1. Configuring the Source

Before building and installing mod_perl you will have to configure it, as you would configure any other Perl module:

panic% perl Makefile.PL [parameters].

Perl Installation Requirements

Make sure you have Perl installed! Use the latest stable version, if possible. To determine your version of Perl, run the following command on the command line:

panic% perl -v

You will need at least Perl Version 5.004. If you don't have it, install it. Follow the instructions in the distribution's INSTALL file. The only thing to watch for is that during the configuration stage (while running ./Configure) you make sure you can dynamically load Perl module extensions. That is, answer YES to the following question:

Do you wish to use dynamic loading? [y]

In this section, we will explain each of the parameters accepted by the Makefile.PL file for mod_perl First, however, lets talk about how the mod_perl configuration dovetails with Apache's configuration. The source configuration mechanism in Apache 1.3 provides four major features (which of course are available to mod_perl):

Pros and Cons of Building mod_perl as a DSO

As of Apache 1.3, the configuration system supports two optional features for taking advantage of the modular DSO approach: compilation of the Apache core program into a DSO library for shared usage, and compilation of the Apache modules into DSO files for explicit loading at runtime.

Should you build mod_perl as a DSO? Let's study the pros and cons of this installation method, so you can decide for yourself.

Pros:

Cons:

Together, these four features provide a way to integrate mod_perl into Apache in a very clean and smooth way. No patching of the Apache source tree is usually required, and for APXS support, not even the Apache source tree is needed.

To benefit from the above features, a hybrid build environment was created for the Apache side of mod_perl. See Section 3.5, later in this chapter, for details.

Once the overview of the four building steps is complete, we will return to each of the above configuration mechanisms when describing different installation passes.

3.1.1. Controlling the Build Process

The configuration stage of the build is performed by the command perl Makefile.PL, which accepts various parameters. This section covers all of the configuration parameters, grouped by their functionality.

Of course, you should keep in mind that these options are cumulative. We display only one or two options being used at once, but you should use the ones you want to enable all at once, in one call to perl Makefile.PL.

APACHE_SRC, DO_HTTPD, NO_HTTPD, PREP_HTTPD

These four parameters are tightly interconnected, as they control the way in which the Apache source is handled.

Typically, when you want mod_perl to be compiled statically with Apache without adding any extra components, you specify the location of the Apache source tree using the APACHE_SRC parameter and use the DO_HTTPD=1 parameter to tell the installation script to build the httpd executable:

panic% perl Makefile.PL APACHE_SRC=../apache_1.3.xx/src DO_HTTPD=1

If no APACHE_SRC is specified, Makefile.PL makes an intelligent guess by looking at the directories at the same level as the mod_perl sources and suggesting a directory with the highest version of Apache found there.

By default, the configuration process will ask you to confirm whether the location of the source tree is correct before continuing. If you use DO_HTTPD=1 or NO_HTTPD=1, the first Apache source tree found or the one you specified will be used for the rest of the build process.

If you don't use DO_HTTPD=1, you will be prompted by the following question:

Shall I build httpd in ../apache_1.3.xx/src for you?

Note that if you set DO_HTTPD=1 but do not use APACHE_SRC=../apache_1.3.xx/src, the first Apache source tree found will be used to configure and build against. Therefore, you should always use an explicit APACHE_SRC parameter, to avoid confusion.

If you don't want to build the httpd in the Apache source tree because you might need to add extra third-party modules, you should use NO_HTTPD=1 instead of DO_HTTPD=1. This option will install all the files that are needed to build mod_perl in the Apache source tree, but it will not build httpd itself.

PREP_HTTPD=1 is similar to NO_HTTPD=1, but if you set this parameter you will be asked to confirm the location of the Apache source directory even if you have specified the APACHE_SRC parameter.

If you choose not to build the binary, you will have to do that manually. Building an httpd binary is covered in an upcoming section. In any case, you will need to run make install in the mod_perl source tree so the Perl side of mod_perl will be installed. Note that mod_perl's make test won't work until you have built the server.

APACHE_HEADER_INSTALL

When Apache and mod_perl are installed, you may need to build other Perl modules that use Apache C functions, such as HTML::Embperl or Apache::Peek. These modules usually will fail to build if Apache header files aren't installed in the Perl tree. By default, the Apache source header files are installed into the $Config{sitearchexp}/auto/Apache/include directory.[17] If you don't want or need these headers to be installed, you can change this behavior by using the APACHE_HEADER_INSTALL=0 parameter.

[17]%Config is defined in the Config.pm file in your Perl installation.

USE_APACI

The USE_APACI parameter tells mod_perl to configure Apache using the flexible APACI. The alternative is the older system, which required a file named src/Configuration to be edited manually. To enable APACI, use:

panic% perl Makefile.PL USE_APACI=1
APACI_ARGS

When you use the USE_APACI=1 parameter, you can tell Makefile.PL to pass any arguments you want to the Apache ./configure utility. For example:

panic% perl Makefile.PL USE_APACI=1 \
    APACI_ARGS='--sbindir=/home/httpd/httpd_perl/sbin, \
        --sysconfdir=/home/httpd/httpd_perl/etc'

Note that the APACI_ARGS argument must be passed as a single long line if you work with a C-style shell (such as csh or tcsh), as those shells seem to corrupt multi-lined values enclosed inside single quotes.

Of course, if you want the default Apache directory layout but a different root directory (/home/httpd/httpd_perl/, in our case), the following is the simplest way to do so:

panic% perl Makefile.PL USE_APACI=1 \
    APACI_ARGS='--prefix=/home/httpd/httpd_perl'
ADD_MODULE

This parameter enables building of built-in Apache modules. For example, to enable the mod_rewrite and mod_proxy modules, you can do the following:

panic% perl Makefile.PL ADD_MODULE=proxy,rewrite

If you are already using APACI_ARGS, you can add the usual Apache ./configure directives as follows:

panic% perl Makefile.PL USE_APACI=1 \
    APACI_ARGS='--enable-module=proxy --enable-module=rewrite'
APACHE_PREFIX

As an alternative to:

APACI_ARGS='--prefix=/home/httpd/httpd_perl'

you can use the APACHE_PREFIX parameter. When USE_APACI is enabled, this attribute specifies the same —prefix option.

Additionally, the APACHE_PREFIX option automatically executes make install in the Apache source directory, which makes the following commands:

panic% perl Makefile.PL APACHE_SRC=../apache_1.3.xx/src \
    DO_HTTPD=1 USE_APACI=1 EVERYTHING=1 \
    APACI_ARGS='--prefix=/home/httpd/httpd_perl'
panic% make && make test
panic# make install
panic# cd ../apache_1.3.xx
panic# make install

equivalent to these commands:

panic% perl Makefile.PL APACHE_SRC=../apache_1.3.xx/src \
    DO_HTTPD=1 USE_APACI=1 EVERYTHING=1 \
    APACHE_PREFIX=/home/httpd/httpd_perl
panic% make && make test
panic# make install
PERL_STATIC_EXTS

Normally, if a C code extension is statically linked with Perl, it is listed in Config.pm's $Config{static_exts}, in which case mod_perl will also statically link this extension with httpd. However, if an extension is statically linked with Perl after it is installed, it will not be listed in Config.pm. You can either edit Config.pm and add these extensions, or configure mod_perl like this:

panic% perl Makefile.PL "PERL_STATIC_EXTS=DBI DBD::Oracle"
DYNAMIC

This option tells mod_perl to build the Apache::* API extensions as shared libraries. The default is to link these modules statically with the httpd executable. This can save some memory if you use these API features only occasionally. To enable this option, use:

panic% perl Makefile.PL DYNAMIC=1
USE_APXS

If this option is enabled, mod_perl will be built using the APXS tool. This tool is used to build C API modules in a way that is independent of the Apache source tree. mod_perl will look for the apxs executable in the location specified by WITH_APXS; otherwise, it will check the bin and sbin directories relative to APACHE_PREFIX. To enable this option, use:

panic% perl Makefile.PL USE_APXS=1
WITH_APXS

This attribute tells mod_perl the location of the apxs executable. This is necessary if the binary cannot be found in the command path or in the location specified by APACHE_PREFIX. For example:

panic% perl Makefile.PL USE_APXS=1 WITH_APXS=/home/httpd/bin/apxs
USE_DSO

This option tells mod_perl to build itself as a DSO. Although this reduces the apparent size of the httpd executable on disk, it doesn't actually reduce the memory consumed by each httpd process. This is recommended only if you are going to be using the mod_perl API only occasionally, or if you wish to experiment with its features before you start using it in a production environment. To enable this option, use:

panic% perl Makefile.PL USE_DSO=1
SSL_BASE

When building against a mod_ssl-enabled server, this option will tell Apache where to look for the SSL include and lib subdirectories. For example:

panic% perl Makefile.PL SSL_BASE=/usr/share/ssl
PERL_DESTRUCT_LEVEL={1,2}

When the Perl interpreter shuts down, this level enables additional checks during server shutdown to make sure the interpreter has done proper bookkeeping. The default is 0. A value of 1 enables full destruction, and 2 enables full destruction with checks. This value can also be changed at runtime by setting the environment variable PERL_DESTRUCT_LEVEL. We will revisit this parameter in Chapter 5.

PERL_TRACE

To enable mod_perl debug tracing, configure mod_perl with the PERL_TRACE option:

panic% perl Makefile.PL PERL_TRACE=1

To see the diagnostics, you will also need to set the MOD_PERL_TRACE environment variable at runtime.

We will use mod_perl configured with this parameter enabled to show a few debugging techniques in Chapter 21.

PERL_DEBUG

This option builds mod_perl and the Apache server with C source code debugging enabled (the -g switch). It also enables PERL_TRACE, sets PERL_DESTRUCT_LEVEL to 2, and links against the debuggable libperld Perl interpreter if one has been installed. You will be able to debug the Apache executable and each of its modules with a source-level debugger, such as the GNU debugger gdb. To enable this option, use:

panic% perl Makefile.PL PERL_DEBUG=1

We will discuss this option in Chapter 21, as it is extremely useful to track down bugs or report problems.

3.1.2. Activating Callback Hooks

A callback hook (also known simply as a callback) is a reference to a subroutine. In Perl, we create subroutine references with the following syntax:

$callback = \&subroutine;

In this example, $callback contains a reference to the subroutine called subroutine. Another way to create a callback is to use an anonymous subroutine:

$callback = sub { 'some code' };

Here, $callback contains a reference to the anonymous subroutine. Callbacks are used when we want some action (subroutine call) to occur when some event takes place. Since we don't know exactly when the event will take place, we give the event handler a reference to the subroutine we want to be executed. The handler will call our subroutine at the right time, effectively calling back that subroutine.

By default, most of the callback hooks except for PerlHandler, PerlChildInitHandler, PerlChildExitHandler, PerlConnectionApi, and PerlServerApi are turned off. You may enable them via options to Makefile.PL.

Here is the list of available hooks and the parameters that enable them. The Apache request prcessing phases were explained in Chapter 1.

Directive/Hook              Configuration Option
--------------------------------------------------------
PerlPostReadRequestHandler  PERL_POST_READ_REQUEST
PerlTransHandler            PERL_TRANS
PerlInitHandler             PERL_INIT
PerlHeaderParserHandler     PERL_HEADER_PARSER
PerlAuthenHandler           PERL_AUTHEN
PerlAuthzHandler            PERL_AUTHZ
PerlAccessHandler           PERL_ACCESS
PerlTypeHandler             PERL_TYPE
PerlFixupHandler            PERL_FIXUP
PerlHandler                 PERL_HANDLER
PerlLogHandler              PERL_LOG
PerlCleanupHandler          PERL_CLEANUP
PerlChildInitHandler        PERL_CHILD_INIT
PerlChildExitHandler        PERL_CHILD_EXIT
PerlDispatchHandler         PERL_DISPATCH

As with any parameters that are either defined or not, use OPTION_FOO=1 to enable them (e.g., PERL_AUTHEN=1).

To enable all callback hooks, use:

ALL_HOOKS=1

There are a few more hooks that won't be enabled by default, because they are experimental.

If you are using:

panic% perl Makefile.PL EVERYTHING=1 ...

it already includes the ALL_HOOKS=1 option.

3.1.3. Activating Standard API Features

The following options enable various standard features of the mod_perl API. While not absolutely needed, they're very handy and there's little penalty in including them. Unless specified otherwise, these options are all disabled by default. The EVERYTHING=1 or DYNAMIC=1 options will enable them en masse. If in doubt, include these.

PERL_FILE_API=1

Enables the Apache::File class, which helps with the handling of files under mod_perl.

PERL_TABLE_API=1

Enables the Apache::Table class, which provides tied access to the Apache Table structure (used for HTTP headers, among others).

PERL_LOG_API=1

Enables the Apache::Log class. This class allows you to access Apache's more advanced logging features.

PERL_URI_API=1

Enables the Apache::URI class, which deals with the parsing of URIs in a similar way to the Perl URI::URL module, but much faster.

PERL_UTIL_API=1

Enables the Apache::Util class, allowing you to use various functions such as HTML escaping or date parsing, but implemented in C.

PERL_CONNECTION_API=1

Enables the Apache::Connection class. This class is enabled by default. Set the option to 0 to disable it.

PERL_SERVER_API=1

Enables the Apache::Server class. This class is enabled by default. Set the option to 0 to disable it.

Please refer to Lincoln Stein and Doug MacEachern's Writing Apache Modules with Perl and C (O'Reilly) for more information about the Apache API.

3.1.4. Enabling Extra Features

mod_perl comes with a number of other features. Most of them are disabled by default. This is the list of features and options to enable them:

3.1.5. Reusing Configuration Parameters

When you have to upgrade the server, it's sometimes hard to remember what parameters you used in the previous mod_perl build. So it's a good idea to save them in a file.

One way to save parameters is to create a file (e.g., ~/.mod_perl_build_options) with the following contents:

APACHE_SRC=../apache_1.3.xx/src DO_HTTPD=1 USE_APACI=1 \
EVERYTHING=1

Then build the server with the following command:

panic% perl Makefile.PL `cat ~/.mod_perl_build_options`
panic% make && make test
panic# make install

But mod_perl has a standard method to perform this trick. If a file named makepl_args.mod_perl is found in the same directory as the mod_perl build location, it will be read in by Makefile.PL. Parameters supplied at the command line will override the parameters given in this file.

The makepl_args.mod_perl file can also be located in your home directory or in the ../ directory relative to the mod_perl distribution directory. The filename can also start with a dot (.makepl_args.mod_perl), so you can keep it nicely hidden along with the rest of the dot files in your home directory. So, Makefile.PL will look for the following files (in this order), using the first one it comes across:

./makepl_args.mod_perl
../makepl_args.mod_perl
./.makepl_args.mod_perl
../.makepl_args.mod_perl
$ENV{HOME}/.makepl_args.mod_perl

For example:

panic% ls -1 /home/stas/src
apache_1.3.xx/
makepl_args.mod_perl
mod_perl-1.xx/

panic% cat makepl_args.mod_perl
APACHE_SRC=../apache_1.3.xx/src
DO_HTTPD=1
USE_APACI=1
EVERYTHING=1

panic% cd mod_perl-1.xx
panic% perl Makefile.PL
panic% make && make test
panic# make install

Now the parameters from the makepl_args.mod_perl file will be used automatically, as if they were entered directly.

In the sample makepl_args.mod_perl file in the eg/ directory of the mod_perl distribution package, you might find a few options enabling some experimental features for you to play with, too!

If you are faced with a compiled Apache and no trace of the parameters used to build it, you can usually still find them if make clean was not run on the sources. You will find the Apache-specific parameters in apache_1.3.xx/config.status and the mod_perl parameters in mod_perl-1.xx/apaci/mod_perl.config.

3.1.6. Discovering Whether a Feature Was Enabled

mod_perl Version 1.25 introduced Apache::MyConfig, which provides access to the various hooks and features set when mod_perl was built. This circumvents the need to set up a live server just to find out if a certain callback hook is available.

To see whether some feature was built in or not, check the %Apache::MyConfig::Setup hash. For example, suppose we install mod_perl with the following options:

panic% perl Makefile.PL EVERYTHING=1

but the next day we can't remember which callback hooks were enabled. We want to know whether the PERL_LOG callback hook is available. One of the ways to find an answer is to run the following code:

panic% perl -MApache::MyConfig -e 'print $Apache::MyConfig::Setup{PERL_LOG}'

If it prints 1, that means the PERL_LOG callback hook is enabled (which it should be, as EVERYTHING=1 enables them all).

Another approach is to configure Apache::Status (see Chapter 9) and run http://localhost/perl-status?hooks to check for enabled hooks.

If you want to check for the existence of various hooks within your handlers, you can use the script shown in Example 3-1.

Example 3-1. test_hooks.pl

use mod_perl_hooks;

for my $hook (mod_perl::hooks( )) {
    if (mod_perl::hook($hook)) {
        print "$hook is enabled\n";
    }
    else {
        print "$hook is not enabled\n";
    }
}

You can also try to look at the symbols inside the httpd executable with the help of nm(1) or a similar utility. For example, if you want to see whether you enabled PERL_LOG=1 while building mod_perl, you can search for a symbol with the same name but in lowercase:

panic% nm httpd | grep perl_log
08071724 T perl_logger

This shows that PERL_LOG=1 was enabled. But this approach will work only if you have an unstripped httpd binary. By default, make install strips the binary before installing it, thus removing the symbol names to save space. Use the —without-execstrip ./configure option to prevent stripping during the make install phase. [19]

[19]You might need the unstripped version for debugging reasons too.

Yet another approach that will work in most cases is to try to use the feature in question. If it wasn't configured, Apache will give an error message.

3.1.7. Using an Alternative Configuration File

By default, mod_perl provides its own copy of the Configuration file to Apache's configure utility. If you want to pass it your own version, do this:

panic% perl Makefile.PL CONFIG=Configuration.custom

where Configuration.custom is the pathname of the file relative to the Apache source tree you build against.

3.1.8. perl Makefile.PL Troubleshooting

During the configuration (perl Makefile.PL) stage, you may encounter some of these problems. To help you avoid them, let's study them, find out why they happened, and discuss how to fix them.

3.1.8.2. Missing or misconfigured libgdbm.so

On some Red Hat Linux systems, you might encounter a problem during the perl Makefile.PL stage, when Perl was installed from an rpm package built with the gdbm library, but libgdbm isn't actually installed. If this happens to you, make sure you install it before proceeding with the build process.

You can check how Perl was built by running the perl -V command:

panic% perl -V | grep libs

You should see output similar to this:

libs=-lnsl -lndbm -lgdbm -ldb -ldl -lm -lc -lposix -lcrypt

Sometimes the problem is even more obscure: you do have libgdbm installed, but it's not installed properly. Do this:

panic% ls /usr/lib/libgdbm.so*

If you get at least three lines, like we do:

lrwxrwxrwx   /usr/lib/libgdbm.so -> libgdbm.so.2.0.0
lrwxrwxrwx   /usr/lib/libgdbm.so.2 -> libgdbm.so.2.0.0
-rw-r--r--   /usr/lib/libgdbm.so.2.0.0

you are all set. On some installations, the libgdbm.so symbolic link is missing, so you get only:

lrwxrwxrwx   /usr/lib/libgdbm.so.2 -> libgdbm.so.2.0.0
-rw-r--r--   /usr/lib/libgdbm.so.2.0.0

To fix this problem, add the missing symbolic link:

panic% cd /usr/lib
panic% ln -s libgdbm.so.2.0.0 libgdbm.so

Now you should be able to build mod_perl without any problems.

Note that you might need to prepare this symbolic link as well:

lrwxrwxrwx   /usr/lib/libgdbm.so.2 -> libgdbm.so.2.0.0

with the command:

panic% ln -s libgdbm.so.2.0.0 libgdbm.so.2

Of course, if a new version of the libgdbm library was released between the moment we wrote this sentence and the moment you're reading it, you will have to adjust the version numbers. We didn't use the usual xx.xx version replacement here, to make it easier to understand how the symbolic links should be set.

About the gdbm, db, and ndbm Libraries

If you need to have the dbm library linked in, you should know that both the gdbm and db libraries offer ndbm emulation, which is the interface that Apache actually uses. So when you build mod_perl, you end up using whichever library was linked first by the Perl compilation. If you build Apache without mod_perl, you end up with whatever appears to be be your ndbm library, which will vary between systems, and especially Linux distributions. So you may have to work a bit to get both Apache and Perl to use the same library, and you are likely to have trouble copying the dbm file from one system to another or even using it after an upgrade.



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