Installing ImageFolio Pro Edition 2.2

This document covers the standard installation of BizDesign ImageFolio Pro Edition 2.2 on Unix and Windows systems. If you are upgrading from a previous version, you may wish to read Upgrading ImageFolio Pro Edition 2.2.

What You Will Need

• A licensed copy of ImageFolio Pro Edition 2.2 in Zip format
• A basic understanding of HTML
• A familiarity of installing Perl scripts
• A Zip decompression utility, such as WinZip (Win), or MacZip (Mac), or Stuffit Expander (Mac)
• A text editor, such as EditPlus (Win) or BBEdit (Mac)
• An FTP (File Transfer Protocol) utility, such as WS_FTP (Win), CuteFTP (Win), or Fetch (Mac)
• An image editor, such as Adobe Photoshop or Paint Shop Pro
• A Web server running Perl 5 or greater (either ActivePerl, MacPerl or the standard Perl distribution)
• Ability to run CGI scripts on your Web server

Standard ImageFolio Installation

1. Using a Zip decompression utility, extract the contents of ImageFolio*.zip to a new directory on your personal computer.
   
   You should see the following top-level directories:
   
   

   cgi-bin - this contains all of your scripts and data directories
   
   if_images - this contains all of the images used by ImageFolio
   
   gallery - your future multimedia gallery directory

2. Using an FTP utility, login to your Web server. Your ISP should have provided you with a username, password, and details for transferring files to your server.
   
   
3. Upload all of the files and all of the directories in the cgi-bin directory to a directory where you can execute CGI scripts on your server (usually cgi-bin). Make sure you transfer all files in ASCII text mode!
   
   

   Permissions settings for Unix/Linux users...

   • Set permissions on all *.cgi files (in both the cgi-bin and cgi-bin/admin directories) to 755 (rwxr-xr-x).
   • Set permissions on the data directory to 777 (rwxrwxrwx).
   • Set permissions on the data/catdesc.txt file to 666 (rwxrw-rw-).
   • Set permissions on the cgi-bin/data/cache directory to 777 (rwxrwxrwx).
   • Set permissions on the cgi-bin/data/backup directory to 777 (rwxrwxrwx).
   • Set permissions on the cgi-bin/admin/sessions directory to 777 (rwxrwxrwx).
   • Set permissions on the cgi-bin/admin/user.db file to 666 (rwxrw-rw-).
   • Do not set permissions on any other files.

4. Upload the if_images directory to any Web accessible location on your server other than the cgi-bin. Transfer all files in BINARY mode, except for imageprotect.js and cookie.js, which must be transferred in ASCII text mode. The if_images directory contains many images and files that are used for user interface details, navigation, and media protection.
   
   
5. Upload or make the gallery directory in any Web accessible location on your server other than the cgi-bin. The gallery directory will house all of your media and related files.
   
   

   Permissions settings for Unix/Linux users...

   • Set permissions on the gallery directory to 777 (rwxrwxrwx).
   • Set permissions on any directories you create within your gallery directory to 777 (rwxrwxrwx).
   • Set permissions on any files you upload to the gallery directory to 666 (rwxrw-rw-).

6. Using a text editor, open all *.cgi files (from cgi-bin and cgi-bin/admin directories) and verify that the first line of each script points to the proper location of Perl on your server, unless yours is #!/usr/bin/perl.
   
   

   Note for Unix/Linux users...
   Most text editors are set up to save files with Windows line endings. If you experience server errors when executing a script, you may need to change/set the preferences in your text editor to save files with Unix line endings.

7. Using a text editor, open config.pl (from the cgi-bin directory) and admin_config.pl (from the cgi-bin/admin directory) and answer all of the questions. These are your ImageFolio configuration files and all variables regarding your server will need to be defined within these files. If you have trouble determining server paths, download and install this Perl script.
   
   
8. Save any modified files, then, using an FTP utility, login to your server and upload the files you modified. Be sure to overwrite existing files to preserve any permissions settings.
   
   
9. Using an FTP utility, login to your server and make a new subdirectory named Test_Images within your gallery directory.
   
   

   Note...
   By making a subdirectory in the gallery directory, you are making a top-level ImageFolio category. When making categories in the future, please be sure that you use underscores instead of spaces in your directory names. If you have spaces in a directory name, Netscape browsers will not recognize the full name (this is a Netscape issue, not an ImageFolio issue).

10. Using an image editor, create or open one fairly large JPEG formatted image. Save this image as testimage.jpg. After saving, make a thumbnail of this image, by resizing/scaling it down to a fairly small size. Save this small thumbnail image as tn_testimage.jpg.

    Note...
    The pattern tn_, which you are using as a prefix for your thumbnail image, is defined in your config.pl configuration file. This unique pattern tells ImageFolio that this is a thumbnail image. If you have changed the settings in config.pl to use a different prefix, you must save the thumbnail image using your chosen prefix, instead of the default tn_.

11. Using an FTP utility, upload testimage.jpg and tn_testimage.jpg to the gallery/Test_Images directory. Be sure to upload both files in BINARY format!
    
    
12. Now test the Admin area. Type in the URL to admin.cgi (it's in your cgi-bin/admin directory). Enter the username Admin and the password ImageFolio (case sensitive) when asked for it.
    
    
13. While still in the Admin area, click on the link (left side) that says Rebuild Index. This will index your gallery and hopefully find the category and test image you just created. It will also build two files, index.txt and categories.txt inside you data directory. If it does not, check you settings in admin_config.pl and try again.

    Note...
    You will need to rebuild your index on a frequent basis when you add new content. New files added will be viewable, but will not be searchable, unless you rebuild your index after those files have been added.

14. The first thing you need to do is add yourself as a new user, then delete the default username and password. Click on Add New User from the menu options inside your Administration Area. Add yourself and set all permissions to Yes. After you have been added, log in with your new username and password. Click on Delete User from the menu options. Delete the user Admin.
    
    

    Note...
    To prevent other people from accessing the setup script directly and adding themselves as a user, rename setup.cgi and update $setup_url in your admin_config.pl to reflect this change. UPDATE: this is not needed anymore in version 2.27 and later since it has a build in security check.

15. Open your Web browser and type in the URL to imageFolio.cgi. You will see the category Test Images. Click on the Test Images link and verify that your test thumbnail image shows up, and click on the thumbnail. If you see the full-size image then you installed everyting correctly. If you don't, check your paths and settings in config.pl and try again.
    
    
16. Using an FTP utility, start creating top-level categories by making new directories within your gallery directory. To make subcategories of any of your top-level categories, simply make a subdirectory within that directory. You are not limited to the number of sub-levels deep (you can have as many subcategories of subcategories as you want). Upload any images and related media to the proper directories/categories. If you do not have a thumbnail image for any image or movie, and desire one, you will need to create a thumbnail using an image editor such as Thumbnailer. Thumbnailer is available as shareware from http://www.smalleranimals.com/thumb.htm. A large variety of other thumbnail programs can be found on the ImageFolio site, in the Resource Center, located at http://www.imagefolio.com/resources.

    Note...
    For files that do not have thumbnails associated with them, ImageFolio will display the default icon for that particular media type.