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Initial Configuration


This page is part of the Basic Docs Project, and is currently being improved.


This page is an overview of the first things to do as a Tiki site administrator. This page assumes you have completed the installation, and are logged in as the admin of your site.


Another way: Apply a Profile

New: As an alternative to setting configuration options one by one, it is possible to apply a "Profile" to set the Tiki site up for a specific purpose, such as a company intranet, collaborative community, and so on. For more information on this "app store" approach to site configuration, please see http://profiles.tiki.org.

To set configuration options "manually," continue with the instructions on this page.


For non-administrators (end users) wishing to learn how to use various features in Tiki, see Features.

Features Administration


Once installed, choose the features you would like to offer in your Tiki. Tiki has a wide variety of features to choose from; wiki, news article, blog, workflow management, forums, and much more. Be warned that the array of choices can be mind-boggling, so you might want to get acquainted with the Tiki community and find a mentor to advise you on your implementation and to lend a hand up the steepest parts of the learning curve.

for more info: Features Admin

Most of the main features have their own administrator panel, to configure that particular feature. Once you choose the features you want, then visit the appropriate admin page for each feature. In doc.tiki.org, most features have an admin page ((featurename admin)) which describes the configuration options available.


Image You may also be interested in turning on Image Gallery or File Gallery features. (In recent Tiki release, the File Gallery is already activated by default.)

Optional: Save attachments and images in folders instead of in database


By default Tiki saves files from wiki attachments, image galleries, file galleries, trackers, userfiles, etc., in the database, but you might configure it to store them in your file tree in the server, so the database is kept as small as possible for backups, etc.

Create folders and set permissions

Tiki Sections:
  • wiki attachments
  • forum attachments
  • file galleries
  • image galleries
  • trackers
  • user files

Needed perms on server:
The webserver needs to be able to read, write and execute files. Set those folders either as 755, 775, or 777, depending on your server configuration (try in this previously cited order)

We recommend adding the prefix "tiki_" to these folders you are going to create, so that it's easier for you to identify them. Therefore, you could use folder names as:
  • tiki_attach --> wiki attachments
  • tiki_files --> files from the file galleries,
  • tiki_images --> images from image galleries ,
  • tiki_trackers --> trackers ,
  • tiki_userfiles --> userfiles ,
  • tiki_forum1 , tiki_forum2 , ... --> attachments to forums, if needed; they are specified in a per forum basis, where needed.

(remember, create the folder, and change permissions to 775 or whatever you need in your web hosting)

Set in your Tiki the paths to the folders

We will assume that when you log in to your server through ftp, you are in folder: /home/username/

Log in to your tiki, through the web browser, as admin, set the path in the following places:
Wiki attachments:
  • Go to "Admin > Wiki > Wiki Administration > Manage attachment preferences".
  • Select "Wiki attachments preferences > Use directory to save files:", and "Directory path": /home/username/tiki_attach/
File galleries:
  • Go to "Admin > File Galleries > Galleries features "
  • Select: "Use a directory to store files:", and for "Directory path": /home/username/tiki_files/
Image galleries:
  • Go to "Admin > Image Galleries > Galleries features"
  • Select: "Use a directory to store images:", and for "Directory path": /home/username/tiki_images/
Trackers:
  • Go to "Admin > Trackers > Trackers attachments preferences"
  • Select: "Use a directory to store files:", and for "Directory path": /home/username/tiki_trackers/
User files:
  • Go to "Admin > User files"
  • Select: "Use a directory to store files:", and for "Directory path": /home/username/tiki_userfiles/

NOTE: Forums can be configured one by one, and not necessarily in one folder for all of them
Forums, one by one:
  • Go to "Forums > Admin forums > (chose one forum -Image -, for instance "forum01") > Attachments"
  • Select: " Save attachments to:", and set "Path:": /home/username/tiki_forum01/
  • repeat as many times as needed for all your forums with attachments

Change the other parameters specifics for your web site


  • "Admin > General",
    • "Server name (for absolute URIs):" -> http://yourserver.com/yoursite/
      [Is this obsolete for 2.1? I cannot find any slot on the Admin > General page with a label similar to this, although I see the following two. If someone in the know could update this it would help relative newcomers like me.]
    • "Title (browser title):" -> Set the name of your group, association, business, ...
    • "Send Email:" -> your email box name in the same server, if any
  • "Admin > (Login)"
    • "HTTP server name:" -> yourserver.com
    • "HTTP Prefix for URL:" -> yoursite/
      [Similarly, I cannot find these two on Admin > (login). Have they moved? The next three are on that page.]
    • "Remember me name:" -> yourserver.com
    • "Remember me domain:" -> domain_name_set_when_using_setup.sh
    • "Remember me path:" -> yoursite/

NOTE ABOUT INDEX.PHP:

If you see the root directory listing when trying to access your site, you may need to edit the .htaccess file or the httpd.conf file as follows:

Look for the line "DirectoryIndex ..." and make sure it includes "index.php".


NOTE FOR MULTITIKIS:

You need to set each tiki installation with its own "Remember me Domain:", and this name must the same name used when rinning the script:

./setup.sh nobody root 02755 site1 site22

In this example, this screen for the first site should contain:
  • "Remember me domain:" -> site1
And the same configuration screen for the second site:
  • "Remember me domain:" -> site1
Etc.


Create Groups and Users


Once you have dictated what your Tiki is to be used for, establish by whom it shall be used.

Registration Privileges

Is your Tiki open to the public, or is it closed (even for viewing) to a select circle? A full array of options is available. Most Tiki installations start with three basic user types:
  • admin - Each site begins with one "god-level" administrator, who can create/shape/delete pretty much anything. (There should only be one top level admin by default, don't create others unless you really really trust them to know what they are doing.)
  • registered - Registered users are one of the two user group?s created by default. Administer the permissions of this group for each feature of your Tiki to reflect the permissions settings that you intend to be universal.
  • anonymous - Anonymous users can be viewed as either:
    • users who haven't logged in yet - in which case they get minimal permissions (view and login/register)
    • users who prefer to remain anonymous - in which case you award the group your minimal permissions across all features you want to allow anonymous participation in.
    • lazy/stupid users - Admins who are looking to maximize the contributions (grow content) are likely to facilitate users who are either too lazy or clumsy to manage logging in (probably not a small percentage of the traffic). In this case, be aware you are creating a "wild west" and should maintain surveillance over the changes to your site

see: LDAP authentication.

Creating additional groups

In addition to the three basic groups above. You can create other groups, generally for one of the following reasons:
  • junior administrators / site editors - knowledgeable users can have their permissions bumped up so they can assist in the maintenance and design of the site.
  • private user groups - Tiki can be configured using the categories system to create private pages and areas on the site that are accessible only to users belonging to a certain group.

For a quick setup of permissions and features, take a look at profiles or learn to use your custom profile starting from Permissions
see also: Groups Management and Users

Change the appearance.


Choose or design a theme

Themes are the "skins" of Tiki. Themes use a CSS framework to change the look and feel of all the elements of the site. Tiki comes with a substantial variety of styles and themes installed, some prettier than others and more robust (not all themes work for all features).

Themes can be applied globally, to specific categories of pages (which can correspond to user groups.) With the appropriate settings, users can pick their own theme.

It is possible to enable the editing of the .tpl files within Tiki, but most will use a web design program via FTP to make changes to a template. See Customizing Themes.

Add and organize the site modules


Modules are the "boxes" that surround the main content area of the site. In each module is placed some "content", a menu, a search field, an image/advertisement, a plugin, etc. Tiki generally stacks modules on the left and right margin, but with a little programming skill they can be added pretty much anywhere. Modules can be sorted in any order and made visible/invisible for different user groups.


Image To create your own menu in a module and assign it to the columns in Tiki, please read the Menu HOWTO.


Create content


Once you have established all of the above you (and your users) are ready to start adding the content to your site.

See: features page for information on how to add/edit content in each of the features you are using.

Image To learn how to format the content of your wiki pages, read Using Wiki Pages

Design your Navigation


Use Menu, Structures, Categories and Tags to organize your content.

doc.tiki.org
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Keywords

Keywords serve as "hubs" for navigation within the Tiki documentation. They correspond to development keywords (bug reports and feature requests):

Accessibility (WAI and 508)
Accounting (7.x)
Articles and Submissions
Backlinks
Banners
Batch (6.x)
BigBlueButton audio/video/chat/screensharing (5.x)
Blog
Bookmark
Browser Compatibility
Link Cache
Calendar
Category
Chat
Clean URLs
Comments
Communication Center
Compression (gzip)
Contacts (Address Book)
Contact us
Content Templates
Contribution (2.x)
Cookie
Copyright
Credit (6.x)
Custom Home and Group Home Page
Date and Time
Debugger Console
Directory of hyperlinks
Documentation link from Tiki to doc.tiki.org (Help System)
Docs 8.x
Draw 7.x
Dynamic Content
Dynamic Variable
External Authentication
FAQ
Featured links
File Gallery
Forum
Friendship Network (Community)
Gmap Google maps
Groups
Hotword
HTML Page
i18n (Multilingual, l10n, Babelfish)
Image Gallery
Import-Export
Install
Integrator
Interoperability
Inter-User Messages
InterTiki
Kaltura video management (4.x)
Karma
Live Support
Login
Logs (system & action)
Look and Feel
Lost edit protection
Mail-in
Map with Mapserver
Menu
Meta Tags
Mobile Tiki and Voice Tiki
Mods
Module
MultiTiki
MyTiki
Newsletter
Notepad
Payment
Performance Speed / Load
Permissions
Platform independence (Linux-Apache, Windows/IIS, Mac, BSD)
Polls
Profiles
Profile Manager
Report
Toolbar
Quiz
Rating
Feeds
Score
Search engine optimization
Search
Search and Replace
Security
Semantic links (3.x)
Shadowbox
Shadow Layers
Share
Shopping cart
Shoutbox
Slideshow
Smiley
Social Networks
Spam protection (Anti-bot CATPCHA)
Spellcheck
Spreadsheet
Stats
Surveys
Tags (2.x)
Task
Tell a Friend, alert + Social Bookmarking
TikiTests (2.x)
Theme CSS & Smarty
Trackers
Transitions (5.x)
TRIM
User Administration including registration and banning
User Files
User Menu
Watch
WebHelp
WebDAV (5.x)
Webmail
Web Services
Wiki 3D
Wiki History, page rename, etc
Wiki Page Staging and Approval (2.x)
Wiki Plugin extends basic syntax
Wiki Syntax
Wiki structure (book and table of content)
Workspace
WSOD
WYSIWYCA
WYSIWYG (2.x)
XMLRPC


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