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INSTALL - Swish-e Installation Instructions

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Table of Contents:

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OVERVIEW

This document describes how to download, build and install Swish-e from source. Also below is a basic overview of using Swish-e to index documents with pointers to other more advanced examples.

This document also provides instructions on how to get help installing and using Swish-e (and the important information you should provide when asking for help). Please read these instructions before requesting help on the Swish-e discussion list. See QUESTIONS AND TROUBLESHOOTING.

Although building from source is recommended, some OS distributions (e.g. Debian) provide pre-compiled binaries. Check with your distribution for available packages. Build from source if your distribution does not offer the current version of swish-e.

Also, please read the Swish-e FAQ SWISH-FAQ as it answers many frequently asked questions.

Swish-e knows how to index HTML, XML, and plain text documents. Helper applications and other tools are used to convert documents such as PDF or MS Word into a format that swish-e can index. These additional applications and tools (listed below) must be installed separately. The process of converting douments is called ``filtering.''

NOTE: Swish-e version 4.2.0 installs a lot more files when running ``make install''. Be aware that the Swish-e documentation may thus include errors about where files are located. Please notify the swish-e discussion list of any documentation errors.

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Upgrading from previous versions of Swish-e

If upgrading from a previous version of Swish-e read the CHANGES page before installing. The Swish-e index format may have changed and existing indexes may not work with the newer version of Swish-e.

If you have existing indexes you may need to reindex your data before running the ``make install'' step described below. Swish-e may be run from the build directory after compiling but before installation.

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Windows Users

A Windows binary version is available as a separate download from the Swish-e site (http://swish-e.org). Many of the installation instructions below will not apply to Windows users; the Windows version is pre-compiled and includes libxml2, zlib, xpdf and catdoc.

A number of Perl modules may also be needed. These can be installed with ActiveState's PPM utility.

  
   libwww-perl   - the LWP modules (for spidering)
   HTML-Tagset   - used by web spider
   HTML-Parser   - used by web spider
   MIME-Types    - used for filtering documents when not spidering
   HTML-Template - formatting output from swish.cgi (optional)
   HTML-FillInForm (if HTML-Template is used)

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SYSTEM REQUIREMENTS

Swish-e makes use of a number of libraries and tools that are not distributed with Swish-e. Some libraries need to be installed before building Swish-e from source, where other tools can be installed at any time. See below for details.

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Software Requirements

Swish-e is written in C and up to this time has been tested on a number of platforms, including Sun/Solaris, Dec Alpha, BSD, Linux, OS X, and Open VMS.

The GNU C compiler, gcc, and GNU make are strongly recommended. Repeat: you will find life easier if you use the GNU tools.

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Optional but Recommended Packages

Most of these packages listed below are available as easily installable packages. Check your operating system vendor, or install from source. Most are very common packages that may already be installed on your computer.

As noted below, some packages need to be installed before building Swish-e from source, while others may be added after Swish-e is installed.

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INSTALLATION

Here are brief installation instructions that should work in most cases. Following this section are more detailed instructions and examples.

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Building Swish-e

Download swish-e using your favorite web browser or a utility like wget, lynx, or lwp-download. Unpack and build using the following steps:

Note: ``swish-e-2.4.0'' is used as an example. Download the most current version available and adjust the commands below! Also, if running Debian, see notes below on building a .deb package from the swish-e source package.

The ``$'' symbol indicates steps run as an unprivileged user. The ``#'' indicates steps run as the superuser (root).

  
    $ wget http://swish-e.org/Download/swish-e-2.4.0.tar.gz
    $ gzip -dc swihs-e-2.4.0.tar.gz | tar xof -
    $ cd swish-e-2.4.0  (this directory will depend on the version of Swish-e)

  
    $ ./configure
    $ make
    $ make check
    ...
    ==================
    All 3 tests passed
    ==================

  
    $ su root  (or use sudo)
    (enter password)

  
    # make install
    # exit
    $ swish-e -V
    SWISH-E 2.4.0

IMPORTANT: Once installed do not run swish-e as the superuser (root) -- root is only required during the installation step when installing into system directories. Please do not break this rule.

NOTE: If you are upgrading from an older version of swish-e be sure and review the CHANGES file. Old index files may not be compatible with the newer version of swish-e. After building swish-e (before running ``make install''), swish-e can be run from the build directory:

  
    $ src/swish-e -V

To minimize downtime, create new index files before running ``make install'' by using swish-e from the build directory. Then copy the index files to the live location and run ``make install'':

  
    $ src/swish-e -c /path/to/config -f index.new

Keep in mind that where you index from may effect the paths stored in the index file.

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Installing without root access

Here's another installation example. This might be used if you do not have root access or you wish to install swish someplace other than /usr/local.

This example also shows building Swish-e in a ``build'' directory separate from where the source files are located. This is the recommended way to build Swish-e, but requires GNU Make. Without GNU Make you will likely need to build from within the source directory as shown in the previous example.

  
    $ tar zxof swish-e-2.4.0.tar.gz  (GNU tar with "z" option)
    $ mkdir build
    $ cd build

Note that the current directory is not where Swish-e was unpacked.

Swish-e uses a configure script. configure has many options, but uses reasonable and standard defaults. Running

  
    $ ../swish-e-2.4.0/configure --help

will display the options.

Two options are of common interest: --prefix sets the top-level installation directory, and --disable-shared will link swish-e statically, which may be needed on some platforms (Solaris 2.6 perhaps).

Platforms vary on how to link against libraries when libraries are installed in non-standard locations. Swish-e uses the GNU autoconf tools for building the package. Autoconf is good at building and testing, but still requires you to provide information appropriate for your platform. This may mean reading the manual page for your compiler and linker to see how to specify non-standard file locations.

For most unix-type platforms you use LDFLAGS and CPPFLAGS environment variables to specify paths to include (header) files and libraries not in standard locations.

Now, in this example we do not have root access, and we have installed libxml2 and libz in $HOME/local. Swish-e will also be installed in $HOME/local (by using the --prefix setting).

In this case you would need to add $HOME/local/bin to the start of your shell's PATH setting. This is required because libxml2 installs a program that is used when running the configure script. Before running configure type:

  
    $ which xml2-config

And it should list $HOME/local/bin/xml2-config.

Now run configure (remember, we are in a separate ``build'' directory):

  
    $ ../swish-e-2.4.0/configure \
        --prefix=$HOME/local \
        CPPFLAGS=-I$HOME/local/include \
        LDFLAGS="-R$HOME/local/lib -L$HOME/local/lib"

  
    $ make >/dev/null  (redirect output to only see warnings and errors)

  
    $ make check
    ...
    ==================
    All 3 tests passed
    ==================

  
    $ make install
    $ $HOME/local/bin/swish-e -V 
    SWISH-E 2.4.0

Note the use of dobule quotes in the LDFLAGS line above. This allows $HOME to be expanded.

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Run-time paths

The -R option says to add that path to the paths used to find shared libraries at run time. This path is stored in the swish-e binary. When swish-e is run it will look in this directory for shared libraries.

Some platforms may not support the -R option and you may instead have to set the LD_RUN_PATH environment variable before running make.

Some systems such as Redhad do not look in /usr/local/lib for libraries. In these cases you can either use -R as above when building swish-e or add /usr/local/lib to /etc/ld.so.conf and run ldconfig as root.

If all else fails, you may need to actually read the man pages for your platform.

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Building a Debian Package

The Swish-e distribution includes the files requires to build a Debian pakcage.

  
    $ tar zxof swish-e-2.4.0.tar.gz  (GNU tar with "z" option)
    $ cd swish-e-2.4.0
    $ fakeroot debian/rules binary
    [lots of output]
    dpkg-deb: building package `swish-e' in `../swish-e_2.4.0-0_i386.deb'.
    $ su
    # dpkg -i ../swish-e_2.4.0-0_i386.deb

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What's installed

Swish installs a number of files. By default all files are installed below /usr/local, but this can be changed by setting --prefix when running configure (as shown above). Individual paths may also be set. Run configure --help for details.

  
   $prefix/bin/swish-e         The swish-e binary program
   $prefix/share/doc/swish-e/  Full documentation and examples
   $prefix/lib/libswish-e      The swish-e C library
   $prefix/include/swish-e.h   The library header file
   $prefix/man/man1/           Documentation as manual pages
   $prefix/lib/swish-e/        Helper programs (spider.pl, swishspider, swish.cgi)
   $prefix/lib/swish-e/perl/   Perl helper modules

Note that the Perl modules are not installed in the system Perl library. Swish-e and the Perl scripts that require the modules know where to find the modules, but the perldoc program used for reading documentation does not. This can be corrected by adding $prefix/lib/swish-e and $prefix/lib/swish-e/perl to the PERL5LIB environment variable.

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Documentation

Documentation can be found in the $prefix/share/doc/swish-e directory. Documentation can also be read on-line at the Swish-e web site:

  
    http://swish-e.org/

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The Swish-e documentation as man(1) pages

Running ``make install'' installs some of the Swish-e documentation as man pages. The following man pages are installed:

  
    SWISH-FAQ(1)
    SWISH-CONFIG(1)
    SWISH-RUN(1)
    SWISH-LIBRARY(1)

The man pages are installed in the system man directory. This directory is determined by running ./configure and can be set by passing the directory when running ./configure.

For example,

  
    ./configure --mandir=/usr/local/doc/man

The man director is relative to the --prefix setting. If you use --prefix you do not normally need to also specify --mandir.

Information on running ./configure can be found by typing:

  
    ./configure --help

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Join the Swish-e discussion list

The final step when installing Swish-e is to join the Swish-e discussion list.

The Swish-e discussion list is the place to ask questions about installing and using Swish-e, see or post bug fixes or security announcements, and a place where you can offer help to others. Please do not contact the developers directly.

The list is typically very low traffic, so it won't overload your inbox. Please take time to subscribe. See http://Swish-e.org.

If you are using Swish-e on a public site, please let the list know so it can be added to the list of sites that use Swish-e!

Please review the next section before posting a question to the Swish-e list.

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QUESTIONS AND TROUBLESHOOTING

Support for installation, configuration and usage is available via the Swish-e discussion list. Visit http://swish-e.org for information. Do not contact developers directly for help -- always post your question to the list.

It's very important to provide the right information when asking for help.

Please search the Swish-e list archive before posting a question, and check the SWISH-FAQ to see if your question hasn't already been asked.

Before posting use tools available to narrow down the problem.

Swish-e has the -T, -v, and -k switches that may help resolve issues. These switches are described on the SWISH-RUN page. For example, if you cannot find a document by a keyword that you believe should be indexed try indexing just that single file, and use the -T INDEXED_WORDS option to see if the word is actually being indexed. First try without any changes to default settings:

  
    swish-e -i testdoc.html -T indexed_words | less

if that works then add in your configuration file:

  
    swish-e -i testdoc.html -c swish.conf -T indexed_words | less

If that still isn't working as you expect try to reduce the test document to a very small example. This will be very helpful when asking for help.

Other tools are to use -H9 when searching to display full headers in search results. Look at the ``Parsed Words'' header to see what words swish-e is searching for.

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When posting please provide the following information:

Use these guidelines when asking for help. The most important tip is to provide the least amount of information that can be used to reproduce your problem. Do not paraphrase output -- copy-and-paste -- but trim text that is not necessary.

The key is to provide enough information so that others may reproduce the problem.

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ADDITIONAL INSTALLATION OPTIONS

These steps are not required for normal use of Swish-e.

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The SWISH::API Perl Module

The Swish-e distribution includes a module that provides a Perl interface to the Swish-e C library. This module provides a way to search a Swish-e index without running the swish-e program. Searching an index will be many times faster when running under a persistent environment such as Apache/mod_perl with the SWISH::API module.

See the perl/README file for information on installing and using the SWISH::API Perl module.

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Creating PDF and Postscript documentation

The Swish-e documentation in HTML format was created with Pod::HtmlPsPdf, a package of Perl modules written and/or modified by Stas Bekman to automate the conversion of documents in pod format (see perldoc perlpod) to HTML, Postscript, and PDF. A slightly modified version of this package is included with the Swish-e distribution and used for building the HTML.

If your system has the necessary tools to build Postscript and the converter ps2pdf installed, you may be able to build the Postscript and PDF versions of the documentation. After you have run ./configure, type from the doc directory of the distribution:

  
    make pdf

And with any luck you will end up with the these two files in the top-level directory:

  
    swish-e_documentation.pdf
    swish-e_documentation.ps

Most people find reading the documentation in HTML most convenient.

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GENERAL CONFIGURATION AND USAGE

This section should give you a basic overview of indexing and searching with Swish-e. Other examples can be found in the conf directory which will step you through a number of different configurations. Also, please review the SWISH-FAQ.

Swish-e is a command line program. The program is controlled by passing switches on the command line. A configuration file may be used, but often is not required. Swish-e does not include a graphical user interface. There are example CGI scripts provided in the distribution, but they require additional setup to use.

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Introduction to Indexing and Searching

Swish-e can index files on the local file system. For example, running:

  
     swish-e -i /var/www/htdocs

will index all files in the /var/www/htdocs directory. You may specify one or more files or directories with the -i option. By default this will create an index (which is made up of more than one file) in the current directory called index.swish-e.

Then to search the resulting index for a given word:

  
     swish-e -w apache

This will find the word ``apache'' in the body or title of the indexed documents.

As mentioned above, Swish-e will index all files in a directory unless instructed otherwise. So if /var/www/htdocs contains non-HTML then you will need a configuration file to limit the files that Swish-e indexes. Create a file called ``swish.conf'':

  
    # Example configuration file

  
    # Tell swish what to index (same as -i switch above)
    IndexDir /var/www/htdocs

  
    # Only index HTML and text files
    IndexOnly .htm .html .txt

  
    # Tell swish that .txt files are to use the text parser.
    IndexContents TXT* .txt

  
    # Otherwise, use the HTML parser
    DefaultContents HTML*

Save that as ``swish.conf'' and reindex:

  
    swish-e -c swish.conf

The Swish-e configuration settings are described in the SWISH-CONFIG manual page. Order of statements in the configuration file is typically not important, although some statements depend on previously set statements. There are many possible settings. Good advice is to use as few settings as possible when first starting out with Swish-e.

The runtime options (switches) are described in the SWISH-RUN manual page. You may also see a summary of options by running:

  
    swish-e -h

Swish-e has two other methods reading input files. One method uses a Perl helper script and the LWP Perl library to spider remote web sites:

  
    swish-e -S http -i http://localhost/index.html -v2

This will spider the web server running on the local host. The -S option defines the input source method to be ``http'', -i specifies the URL to spider, and -v sets the verbose level to two. There are a number of configuration options specific to the -S http input source. See SWISH-CONFIG. Note that only files of Content-Type text/* will be indexed.

The -S http method is deprecated in favor of the next input method.

The other method is a general purpose input method where Swish-e reads input from a program that produces documents in a special format. The program might read and format data stored in a database, or parse and format messages in a mailing list archive, or run a program that spiders web sites like the previous method.

The Swish-e distribution includes a spider program that uses this method of input. This spider program is much more configurable and feature-rich than the previous -S http method.

To duplicate the previous example create a configuration file called ``swish2.conf''

  
    # Example for spidering
    # Use the "spider.pl" program included with Swish-e
    IndexDir spider.pl

  
    # Define what site to index
    SwishProgParameters default http://localhost/index.html

Then create the index using the command:

  
    swish-e -S prog -c swish2.conf

This says to use the -S prog input source method. Note that in this case the IndexDir settings does not list a file or directory to index, but a program name run. This program, spider.pl, does the work of fetching the documents from the web server and passing them to Swish-e for indexing.

The SwishProgParameters options is a special feature that allows passing command line parameters to the program specified with IndexDir. In this case passing the word ``default'' which tells spider.pl to use default settings, and the URL to spider.

Running a script under Windows requires specifying the interpreter (e.g. perl.exe) and then use SwishPropParameters to specify the script and the script's parameters. See Notes when using -S prog on MS Windows on the SWISH-RUN page.

The advantage of the -S prog method of spidering (over the previous -S http method) is that the Perl code is only compiled once instead of for every document fetched from the web server. In addition it is a much more advanced spider with many, many features. Still, as used here, spider.pl will automatically index PDF or MS Word documents if (when) Xpdf and Catdoc are installed.

A special form of the -S prog input source method is:

  
    ./myprog --option | swish-e -S prog -i stdin -c config

This allows running Swish-e from a program (instead of running the external program from Swish-e). Thus, this also can be done:

  
    ./myprog --option > outfile
    swish-e -S prog -i stdin -c config < outfile

or

  
    ./myprog --option > outfile
    cat outfile | swish-e -S prog -i stdin -c config

One final note about the -S prog input source method. The program specified with -i or IndexDir needs to be an absolute path. The exception is when the program is installed in the ``libexecdir'' directory and then a plain program name may be specified (as in the example showing spider.pl above).

All three input source methods are described in more detail on the SWISH-RUN page.

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Metanames and Properties

There's two key Swish-e concepts that you need to be familiar with: Metanames and Properties.

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Getting Started With Swish-e

Swish-e reads a configuration file (see SWISH-CONFIG) for directives that control what and how Swish-e indexes files. Swish-e is also controlled by command line arguments (see SWISH-RUN). Many of the command line arguments have equivalent configuration directives (e.g. -i and IndexDir).

Swish-e does not require a configuration file, but most people need to change the default behavior by placing settings in a configuration file.

To try the examples below you may change to the tests subdirectory of the distribution. The tests will use the *.html files in this directory when creating the test index. You may wish to review these *.html files to get an idea of the various native file formats that Swish-e supports.

You may also use your own test documents. It's recommended to use small test documents when first using Swish-e.

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Step 1: Create a Configuration File

The configuration file controls what and how Swish-e indexes. The configuration file consists of directives, comments, and blank lines. The configuration file can be any name you like.

This example will work with the documents in the tests directory. You may wish to review the tests/test.config configuration file used for the make test tests.

For example, a simple configuration file (swish-e.conf):

  
    # Example Swish-e Configuration file

  
    # Define *what* to index
    # IndexDir can point to a directories and/or a files
    # Here it's pointing to the current directory
    # Swish-e will also recurse into sub-directories.
    IndexDir .

  
    # But only index the .html files
    IndexOnly .html

  
    # Show basic info while indexing
    IndexReport 1

And that's a simple configuration file. It says to index all the .html files in the current directory and sub-directories, if any, and provide some basic output while indexing.

As mentioned above, the complete list of all configuration file directives are described in SWISH-CONFIG.

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Step 2: Index your Files

Run Swish-e using the -c switch to specify the name of the configuration file.

  
    swish-e -c swish-e.conf

  
    Indexing Data Source: "File-System"
    Indexing "."
    Removing very common words...
    no words removed.
    Writing main index...
    Sorting words ...
    Sorting 55 words alphabetically
    Writing header ...
    Writing index entries ...
      Writing word text: Complete
      Writing word hash: Complete
      Writing word data: Complete
    55 unique words indexed.
    4 properties sorted.                                              
    5 files indexed.  1252 total bytes.  140 total words.
    Elapsed time: 00:00:00 CPU time: 00:00:00
    Indexing done!

This created the index file index.swish-e. This is the default index file name unless the IndexFile directive is specified in the configuration file:

  
    IndexFile ./website.index

You may use the -f switch to specify a index file at indexing time. The -f option overrides a IndexFile setting in the configuration file.

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Step 3: Search

You specify your search terms with the -w switch. For example, to find the files that contain the word sample you would issue the command:

  
    swish-e -w sample

This example assumes that you are in the tests directory. Swish-e returns in response to that command the following:

  
    swish-e -w sample

  
    # SWISH format: 2.4.0
    # Search words: sample
    # Number of hits: 2
    # Search time: 0.000 seconds
    # Run time: 0.005 seconds
    1000 ./test_xml.html "If you are seeing this, the METATAG XML search was successful!" 159
    1000 ./test.html "If you are seeing this, the test was successful!" 437
    .

So the word sample was found in two documents. The first number shown is the relevance or rank of the search term, followed by the file containing the search term, the title of the document, and finally the length of the document.

The period (``.'') alone at the end marks the end of results.

Much more information may be retrieved while searching by using the -x and -H switches (see SWISH-RUN) and by using Document Properties (see SWISH-CONFIG).

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Phrase Searching

To search for a phrase in a document use double-quotes to delimit your search terms. (The default phrase delimiter is set in src/swish.h.)

You must protect the quotes from the shell.

For example, under Unix:

  
    swish-e -w '"this is a phrase" or (this and that)'
    swish-e -w 'meta1=("this is a phrase") or (this and that)'

Or under Windows command.com shell.

  
    swish-e -w \"this is a phrase\" or (this and that)

The phrase delimiter can be set with the -P switch.

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Boolean Searching

You can use the Boolean operators and, or, or not in searching. Without these Boolean, Swish-e will assume you're anding the words together.

Here are some examples:

  
    swish-e -w 'apples oranges'
    swish-e -w 'apples and oranges'  ( Same thing )

  
    swish-e -w 'apples or oranges'

  
    swish-e -w 'apples or oranges not juice' -f myIndex

retrieves first the files that contain both the words ``apples'' and ``oranges''; then among those the ones that do not contain the word ``juice''

A few others to ponder:

  
    swish-e -w 'apples and oranges or pears'
    swish-e -w '(apples and oranges) or pears'  ( Same thing )
    swish-e -w 'apples and (oranges or pears)'  ( Not the same thing )

Swish processes the query left to right.

See SWISH-SEARCH for more information.

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Context Searching

The -t option in the search command line allows you to search for words that exist only in specific HTML tags. Each character in the string you specify in the argument to this option represents a different tag in which the word is searched; that is you can use any combinations of the following characters:

  
    H search in all <HEAD> tags
    B search in the <BODY> tags
    t search in <TITLE> tags
    h is <H1> to <H6> (header) tags
    e is emphasized tags (this may be <B>, <I>, <EM>, or <STRONG>)
    c is HTML comment tags (<!-- ... -->)

For example:

  
    # Find only documents with the word "linux" in the <TITLE> tags.
    swish-e -w linux -t t

  
    # Find the word "apple" in titles or comments
    swish-e -w apple -t tc

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META Tags

As mentioned above, Metanames are a way to define ``fields'' in your documents. You can use the Metanames in your queries to limit the search to just the words contained in that META name of your document. For example, you might have a META tagged field in your documents called subjects and then you can search your documents for the word ``foo'' but only return documents where ``foo'' is within the subjects META tag.

Document Properties are somewhat related: Properties allow the content of a META tag in a source document to be stored within the index, and that text to be returned along with search results.

META tags can have two formats in your documents.

  
    <META NAME="keyName" CONTENT="some Content">

And in XML format

  
    <keyName>
        Some Content
    </keyName>

If using libxml, you can optionally use a non-html tag as a metaname:

  
    <html>
    <body>
        Hello swish users!
        <keyName>
            this is meta data
        </keyName>.
    </body>

This, of course, is invalid HTML.

To continue with our sample Swish-e.conf file, add the following lines:

  
    # Define META tags
    MetaNames meta1 meta2 meta3

Reindex to include the changes:

  
    swish-e -c swish-e.conf

Now search, but this time limit your search to META tag ``meta1'':

  
    swish-e -w 'meta1=metatest1'

Again, please see SWISH-RUN and SWISH-CONFIG for complete documentation of the various indexing and searching options.

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Spidering and Searching with a Web form.

This example demonstrates how to spider a web site and setup the included CGI script to provide a web-based search page. This example uses Perl programs included in the Swish-e distribution: spider.pl will be used for reading files from the web server, and swish.cgi will provide the web search form and display results.

As an example we will index the Apache Web Server documentation installed on the local computer at http://localhost/apache_docs/index.html

  1. Make a Working Directory

    Create a directory to store the Swish-e configuration and the Swish-e index.

      
        ~$ mkdir web_index
    ~$ cd web_index/
    ~/web_index$

  2. Create a Swish-e Configuration file

      
        ~/web_index$ cat swish.conf 
    # Swish-e config to index the Apache documentation
    #
    # Use spider.pl for indexing (location of spider.pl set at installation time)
    IndexDir spider.pl

      
        # Use spider.pl's default configuration and specify the URL to spider
    SwishProgParameters default http://localhost/apache_docs/index.html

      
        # Allow extra searching by title, path
    Metanames swishtitle swishdocpath

      
        # Set StoreDescription for each parser
    #  to display context with search results
    StoreDescription TXT* 10000
    StoreDescription HTML* <body> 10000

  3. Generate the Index

    Now run swish-e to create the index:

      
        ~/web_index$ swish-e -S prog -c swish.conf

      
        Indexing Data Source: "External-Program"
    Indexing "spider.pl"
    /usr/local/lib/swish-e/spider.pl: Reading parameters from 'default'

      
        Summary for: http://localhost/apache_docs/index.html
        Duplicates:     4,188  (349.0/sec)
    Off-site links:       276  (23.0/sec)
           Skipped:         1  (0.1/sec)
       Total Bytes: 2,090,125  (174177.1/sec)
        Total Docs:       147  (12.2/sec)
       Unique URLs:       149  (12.4/sec)
    Removing very common words...
    no words removed.
    Writing main index...
    Sorting words ...
    Sorting 7736 words alphabetically
    Writing header ...
    Writing index entries ...
      Writing word text: Complete
      Writing word hash: Complete
      Writing word data: Complete
    7736 unique words indexed.
    5 properties sorted.                                              
    147 files indexed.  2090125 total bytes.  200783 total words.
    Elapsed time: 00:00:13 CPU time: 00:00:02
    Indexing done!

    The above output is actually a mix of output from both swish-e and from spider.pl. Spider.pl reports the ``Summary for: http://localhost/apache_docs/index.html''.

    Also note that swish-e knows to find spider.pl at /usr/local/lib/swish-e/spider.pl. The script installation directory (called libexecdir) is set at configure time. You can see your setting by running swish-e -h:

      
        ~/web_index$ swish-e -h | grep libexecdir
     Scripts and Modules at: (libexecdir) = /usr/local/lib/swish-e

    This directory will be needed when setting up the CGI script in the next step.

    Finally, verify that the index can be searched from the command line:

      
        ~/web_index$ swish-e -w installing -m3
    # SWISH format: 2.4.0
    # Search words: installing
    # Removed stopwords: 
    # Number of hits: 17
    # Search time: 0.018 seconds
    # Run time: 0.050 seconds
    1000 http://localhost/apache_docs/install.html "Compiling and Installing Apache" 17960
    718 http://localhost/apache_docs/install-tpf.html "Installing Apache on TPF" 25734
    680 http://localhost/apache_docs/windows.html "Using Apache with Microsoft Windows" 27165
    .

    Now try limiting the search to the title:

      
        ~/web_index$ swish-e -w swishtitle=installing -m3 
    # SWISH format: 2.3.5
    # Search words: swishtitle=installing
    # Removed stopwords: 
    # Number of hits: 2
    # Search time: 0.018 seconds
    # Run time: 0.048 seconds
    1000 http://localhost/apache_docs/install-tpf.html "Installing Apache on TPF" 25734
    1000 http://localhost/apache_docs/install.html "Compiling and Installing Apache" 17960
    .

    Note that the above can also be done using the -t option:

      
        ~/web_index$ swish-e -w installing -m3 -tH

  4. Setup the CGI script

    Swish-e does not include a web server, therefore you must use your locally installed web server. Apache is highly recommended, of course.

    Locate your web server's CGI directory. This may be a cgi-bin directory in your home directory or a central cgi-bin directory setup by the web server administrator. Once located copy the swish.cgi script into the cgi-bin directory.

    Where CGI scripts can be located depends completely on the web server used and how it is configured. See your web server's documentation or your site's administrator for additional information.

    This example will use a site cgi-bin directory located at /usr/lib/cgi-bin. Copy the swish.cgi script into the cgi-bin directory. Again, we will need the location of the libexecdir directory:

      
        ~/web_index$ swish-e -h | grep libexecdir
     Scripts and Modules at: (libexecdir) = /usr/local/lib/swish-e

      
        ~/web_index$ cd /usr/lib/cgi-bin
    /usr/lib/cgi-bin$ su
    Password: 
    /usr/lib/cgi-bin# cp /usr/local/lib/swish-e/swish.cgi .

    If your operating system supports symbolic links, AND your web server allows programs to be symbolic links, then you may wish to create a link to the swish.cgi program instead.

      
        /usr/lib/cgi-bin# ln -s /usr/local/lib/swish-e/swish.cgi

    We need to tell the swish.cgi script where to look for the index created in the previous step. It's also recommended to enter the path to the swish-e binary, otherwise the swish.cgi script will look for the binary in the PATH, and that may change when running under the CGI environment.

    Here's the configuration file:

      
        /usr/lib/cgi-bin# cat .swishcgi.conf 
    return {
        title        => 'Search Apache Documentation',
        swish_binary => '/usr/local/bin/swish-e',
        swish_index  => '/home/moseley/web_index/index.swish-e',
    }

    Now, test the script from the command line as a normal user:

      
        /usr/lib/cgi-bin# exit
    exit

      
        /usr/lib/cgi-bin$  ./swish.cgi | head
    Content-Type: text/html; charset=ISO-8859-1

      
        <!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN">
    <html>
        <head>
           <title>
              Search Apache Documentation
           </title>
        </head>
        <body>

    Notice that the CGI script returns the HTTP header (Content-Type) and the body of the web page, just like a well behaved CGI scrip should do.

    Now test using the web server (this step depends on the location of your cgi-bin directory). This example uses the ``GET'' command that is part of the LWP Perl library, but any web browser can run this test.

      
        /usr/lib/cgi-bin$ GET http://localhost/cgi-bin/swish.cgi | head
    <!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.01 Tranitional//EN">
    <html>
        <head>
           <title>
              Search Apache Documentation
           </title>
        </head>
        <body>
            <h2>

    The script reports errors to stderr, so consult the web server's error log if problems occur. The message ``Service currently unavailable'' reported by running swish.cgi typically indicates a configuration error, and the exact problem will be listed in the web server's error log.

    Detailed instructions on using the swish.cgi script and debugging tips can be found by running:

      
        $ perldoc swish.cgi

    while in the cgi-bin directory where swish.cgi was copied.

    The spider program spider.pl also has a large number of configuration options.

    Documentation is also available in the directory $prefix/share/doc/swish-e or at http://swish-e.org.

    Note: Also check out the search.cgi script found at the same location as the swish.cgi script. This is more of a skeleton script for those that want to create a custom search script.

Now you are ready to search.

[ TOC ]

Indexing Other Types of Documents - Filtering

Swish-e can only index HTML, XML and text documents. In order to index other documents such as PDF or MS Word documents you must use a utility to convert or ``filter'' those documents.

How documents are filtered with Swish-e has changed over time. This has resulting in a bit of confusion. It's also a somewhat complex process as different programs need to communicate with each other.

You may wish to read the Swish-e FAQ question on filtering before continuing here. How Do I filter documents?

[ TOC ]

Filtering Overview

There's two ways to filter documents with Swish-e. Both are described in the SWISH-CONFIG man page. They are using the FileFilter directive and the SWISH::Filter perl module.

The FileFilter directive is a general purpose method of filtering. It allows running of an external program for each document processed (based on file extension), and requires. The external programs open an input file, convert as needed, and write their output to standard output.

Previous versions of Swish-e (before 2.4.0) used a collection of filter programs for converting files such as PDF or MS Word documents. The external programs call other program do to the work of filtering (e.g. pdftotext to extract the contents from PDF files). Although these filter programs are still included with the Swish-e distribution as examples, it is not recommended to use the SWISH::Filter method instead.

One disadvantage of using FileFilter is that the filter is called once for every document that needs to be filtered. This can slow down the indexing process.

The SWISH::Filter Perl module works very much like the old system and uses the same helper programs. But, it provides a single interface for filtering all types of documents. The advantage of SWISH::Filter is that it is built into the program used for spidering web sites (spider.pl), so all that's required is installing the filter programs that do the actual work of filtering (e.g. catdoc, xpdf). (The Windows binary includes some of the filter programs.)

But, Swish-e will not use SWISH::Filter by default when using the file system method of indexing. To use SWISH::Filter when indexing by file system method (-S fs) you can use a FileFilter directive with the ``swish_filter.pl'' filter (which is just a program that uses SWISH::Filter), or use the -S prog method of indexing and use the DirTree.pl program for fetching documents. DirTree.pl is included with the Swish-e distribution and is designed to work with SWISH::Filter. Using DirTree.pl will likely be faster way to index since the SWISH::Filter set of modules do not need to be compiled for every document that needs to be filtered.

See the contents of swish_filter.pl and DirTree.pl for specifics on their use.

[ TOC ]

Filtering Examples

The FileFilter directive can be used in your config file to convert documents based on their extension. This is the old way of filtering, but provides an easy way to add filters to swish-e.

For example:

  
    FileFilter .pdf  pdftotext   "'%p' -"
    IndexContents TXT* .pdf

will cause all .pdf files to be filtered through the pdftotext program (part of the Xpdf package), and to parse the resulting output from pdftotext with the text (``TXT'') parser.

The other ways to filter documents is to use a -S prog program and convert the documents before passing them onto Swish-e.

For example, spider.pl makes use of the Perl module included with the Swish-e distribution called SWISH::Filter. SWISH::Filter is passed a document and the document's content type and then looks for modules and utilities to convert the document into one of the types that Swish-e can index.

Swish-e comes ready to index PDF, MS Word, MP3 ID3 tags, and MS Excel file types. But these filters need extra modules or tools to do the actual conversion.

For example, the Swish-e distribution includes a module called SWISH::Filter::Pdf2HTML that uses the pdftotext and pdfinfo utilities provided by the Xpdf package.

This means that if you are using spider.pl to spider your web site and you wish to index PDF documents, all that is needed is to install the Xpdf package and Swish-e (with the help of spider.pl) will begin indexing your PDF files.

Ok, so what does all that mean? For a very simple site you should be able to run this:

  
    $ /usr/local/lib/swish-e/spider.pl default http://localhost/ | swish-e -S prog -i stdin

which is running the spider with default spider settings, indexing the Web server on localhost and piping its output into Swish-e using default indexing settings. Documents will be filtered automatically if you have the required helper applications installed.

Most people will not want to just use the default settings (for one thing the spider will take a while because its default is to delay a few seconds between every request). So, read the documentation for spider.pl to learn how to use a spider config file. And also read SWISH-CONFIG to learn about what configuration options can be used with Swish-e.

The SWISH::Filter documentation provides more details on filtering and hints for debugging problems when filtering.

[ TOC ]

Document Info

$Id: INSTALL.pod,v 1.36.2.5 2004/01/30 19:47:17 whmoseley Exp $

. [ TOC ]

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