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epics-base/documentation/README.1st
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Installation Instructions
EPICS Base Release 7.0.1.1
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Table of Contents
* What is EPICS base?
* What is new in this release?
* Copyright
* Supported platforms
* Supported compilers
* Software requirements
* Host system storage requirements
* Documentation
* Directory Structure
* Build related components
* Building EPICS base (Unix and Win32)
* Example application and extension
* Multiple host platforms
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What is EPICS base?
The Experimental Physics and Industrial Control Systems (EPICS) is an
extensible set of software components and tools with which application
developers can create a control system. This control system can be used
to control accelerators, detectors, telescopes, or other scientific
experimental equipment. EPICS base is the set of core software, i.e. the
components of EPICS without which EPICS would not function. EPICS base
allows an arbitrary number of target systems, IOCs (input/output
controllers), and host systems, OPIs (operator interfaces) of various
types.
What is new in this release?
Please check the RELEASE_NOTES file in the distribution for description
of changes and release migration details.
Copyright
Please review the LICENSE file included in the distribution for legal
terms of usage.
Supported platforms
The list of platforms supported by this version of EPICS base is given
in the configure/CONFIG_SITE file. If you are trying to build EPICS Base
on an unlisted host or for a different target machine you must have the
proper host/target cross compiler and header files, and you will have to
create and add the appropriate new configure files to the
base/configure/os/directory. You can start by copying existing
configuration files in the configure/os directory and then make changes
for your new platforms.
Supported compilers
This version of EPICS base has been built and tested using the host
vendor's C and C++ compilers, as well as the GNU gcc and g++ compilers.
The GNU cross-compilers work for all cross-compiled targets. You may
need the C and C++ compilers to be in your search path to do EPICS
builds; check the definitions of CC and CCC in
base/configure/os/CONFIG.<host>.<host> if you have problems.
Software requirements
GNU make
You must use the GNU version of make for EPICS builds, and we now
recommend version 4.1 or later (version 3.82 may work on Linux, but
doesn't on Windows).
Perl
You must have Perl version 5.8.1 or later installed. The EPICS
configuration files do not specify the perl full pathname, so the perl
executable must be found through your normal search path.
Unzip and tar (Winzip on WIN32 systems)
You must have tools available to unzip and untar the EPICS base
distribution file.
Target systems
EPICS supports IOCs running on embedded platforms such as VxWorks and
RTEMS built using a cross-compiler, and also supports soft IOCs running
as processes on the host platform.
vxWorks
You must have vxWorks 6 installed if any of your target systems are
vxWorks systems; the C++ compilers for vxWorks 5.x are now too old to
support. The vxWorks installation provides the cross-compiler and header
files needed to build for these targets. The absolute path to and the
version number of the vxWorks installation must be set in the
base/configure/os/CONFIG_SITE.Common.vxWorksCommon file or in one of its
target-specific overrides.
Consult the vxWorks 6.x EPICS web pages and the vxWorks documentation
for information about configuring your vxWorks operating system for use
with EPICS.
RTEMS
For RTEMS targets, you need RTEMS core and toolset version 4.9.2 or
4.10. The newer 4.11 or 5.x releases are not supported yet.
Command-line editing libraries
GNU readline or other OS-specific libraries can be used by the IOC shell
to provide command line editing and history recall. The default setting
is different for each OS. On Linux the default is to use READLINE since
most distributions include it. On MacOS the default is also READLINE
since Apple provides a compatible library, although it isn't GNU. On
RTEMS we support GNU readline and Tecla, although the default is to use
neither since these have to be added to the RTEMS installation
separately. On vxWorks we support the built-in ledLib library.
Host system storage requirements
The compressed tar file is approximately 1.6 MB in size. The
distribution source tree takes up approximately 12 MB. Each host target
will need around 40 MB for build files, and each cross-compiled target
around 20 MB.
Documentation
EPICS documentation is available through the EPICS website at Argonne.
Release specific documentation can also be found in the
base/documentation directory of the distribution.
Directory Structure
Distribution directory structure:
base Root directory of the base distribution
base/configure Operating system independent build config files
base/configure/os Operating system dependent build config files
base/documentation Distribution documentation
base/src Source code in various subdirectories
base/startup Scripts for setting up path and environment
Install directories created by the build:
bin Installed scripts and executables in subdirs
cfg Installed build configuration files
db Installed data bases
dbd Installed data base definitions
doc Installed documentation files
html Installed html documentation
include Installed header files
include/os Installed os specific header files in subdirs
include/compiler Installed compiler-specific header files
lib Installed libraries in arch subdirectories
lib/perl Installed perl modules
templates Installed templates
Build related components
base/documentation directory - contains setup, build, and install documents
README.1st Instructions for setup and building epics base
README.html html version of README.1st
README.darwin.html Installation notes for Mac OS X (Darwin)
RELEASE_NOTES.html Notes on release changes
KnownProblems.html List of known problems and workarounds
base/startup directory - contains scripts to set environment and path
EpicsHostArch Shell script to set EPICS_HOST_ARCH env variable
unix.csh C shell script to set path and env variables
unix.sh Bourne shell script to set path and env variables
win32.bat Bat file example to configure win32-x86 target
windows.bat Bat file example to configure windows-x64 target
base/configure directory - contains build definitions and rules
CONFIG Includes configure files and allows variable overrides
CONFIG.CrossCommon Cross build definitions
CONFIG.gnuCommon Gnu compiler build definitions for all archs
CONFIG_ADDONS Definitions for <osclass> and DEFAULT options
CONFIG_APP_INCLUDE
CONFIG_BASE EPICS base tool and location definitions
CONFIG_BASE_VERSION Definitions for EPICS base version number
CONFIG_COMMON Definitions common to all builds
CONFIG_ENV Definitions of EPICS environment variables
CONFIG_FILE_TYPE
CONFIG_SITE Site specific make definitions
CONFIG_SITE_ENV Site defaults for EPICS environment variables
MAKEFILE Installs CONFIG* RULES* creates
RELEASE Location of external products
RULES Includes appropriate rules file
RULES.Db Rules for database and database definition files
RULES.ioc Rules for application iocBoot/ioc* directory
RULES_ARCHS Definitions and rules for building architectures
RULES_BUILD Build and install rules and definitions
RULES_DIRS Definitions and rules for building subdirectories
RULES_EXPAND
RULES_FILE_TYPE
RULES_TARGET
RULES_TOP Rules specific to a <top> dir (uninstall and tar)
Sample.Makefile Sample makefile with comments
base/configure/os directory - contains os-arch specific definitions
CONFIG.<host>.<target> Specific host-target build definitions
CONFIG.Common.<target> Specific target definitions for all hosts
CONFIG.<host>.Common Specific host definitions for all targets
CONFIG.UnixCommon.Common Definitions for Unix hosts and all targets
CONFIG.Common.UnixCommon Definitions for Unix targets and all hosts
CONFIG.Common.vxWorksCommon Specific host definitions for all vx targets
CONFIG_SITE.<host>.<target> Site specific host-target definitions
CONFIG_SITE.Common.<target> Site specific target defs for all hosts
CONFIG_SITE.<host>.Common Site specific host defs for all targets
Building EPICS base (Unix and Win32)
Unpack file
Unzip and untar the distribution file. Use WinZip on Windows systems.
Set environment variables
Files in the base/startup directory have been provided to help set
required path and other environment variables.
EPICS_HOST_ARCH
Before you can build or use EPICS Base, the environment variable
EPICS_HOST_ARCH should be defined. A perl script EpicsHostArch.pl in
the base/startup directory has been provided to help set
EPICS_HOST_ARCH. You should have EPICS_HOST_ARCH set to your host
operating system followed by a dash and then your CPU architecture,
e.g. linux-x86_64. If you are not using the OS vendor's c/c++ compiler
for host builds, you will need another dash followed by the alternate
compiler name (e.g. "-gnu" for GNU c/c++ compilers on a solaris host
or "-mingw" for MinGW c/c++ compilers on a WIN32 host). See
configure/CONFIG_SITE for a list of supported EPICS_HOST_ARCH values.
PERLLIB
On WIN32, some versions of Perl require that the environment variable
PERLLIB be set to <perl directory location>.
PATH
As already mentioned, you must have the perl executable and you may
need C and C++ compilers in your search path. For building base you
also must have echo in your search path. For Unix host builds you also
need ln, cpp, cp, rm, mv, and mkdir in your search path and /bin/chmod
must exist. On some Unix systems you may also need ar and ranlib in
your path, and the C compiler may require as and ld in your path. On
solaris systems you need uname in your path.
LD_LIBRARY_PATH
EPICS shared libraries and executables normally contain the full path
to any libraries they require. However, if you move the EPICS files or
directories from their build-time location then in order for the
shared libraries to be found at runtime LD_LIBRARY_PATH must include
the full pathname to $(INSTALL_LOCATION)/lib/$(EPICS_HOST_ARCH) when
invoking executables, or some equivalent OS-specific mechanism (such
as /etc/ld.so.conf on Linux) must be used. Shared libraries are now
built by default on all Unix type hosts.
Do site-specific build configuration
Site configuration
To configure EPICS, you may want to modify the default definitions in
the following files:
configure/CONFIG_SITE Build choices. Specify target archs.
configure/CONFIG_SITE_ENV Environment variable defaults
configure/RELEASE TORNADO2 full path location
Host configuration
To configure each host system, you may override the default
definitions by adding a new file in the configure/os directory with
override definitions. The new file should have the same name as the
distribution file to be overridden except with CONFIG in the name
changed to CONFIG_SITE.
configure/os/CONFIG.<host>.<host> Host build settings
configure/os/CONFIG.<host>.Common Host common build settings
Target configuration
To configure each target system, you may override the default
definitions by adding a new file in the configure/os directory with
override definitions. The new file should have the same name as the
distribution file to be overridden except with CONFIG in the name
replaced by CONFIG_SITE. This step is necessary even if the host
system is the only target system.
configure/os/CONFIG.Common.<target> Target common settings
configure/os/CONFIG.<host>.<target> Host-target settings
Build EPICS base
After configuring the build you should be able to build EPICS base by
issuing the following commands in the distribution's root directory
(base):
gnumake clean uninstall
gnumake
The command "gnumake clean uninstall" will remove all files and
directories generated by a previous build. The command "gnumake" will
build and install everything for the configured host and targets.
It is recommended that you do a "gnumake clean uninstall" at the root
directory of an EPICS directory structure before each complete rebuild
to ensure that all components will be rebuilt.
Example application and extension
A perl tool, makeBaseApp.pl is included in the distribution file. This
script will create a sample application that can be built and then
executed to try out this release of base.
Instructions for building and executing the example IOC application can
be found in the section "Example Application" of Chapter 2, "Getting
Started", in the "IOC Application Developer's Guide" for this release.
The "Example IOC Application" section briefly explains how to create and
build an example application in a user created <top> directory. It also
explains how to run the example application on a vxWorks ioc or as a
process on the host system. By running the example application as a
host-based IOC, you will be able to quickly implement a complete EPICS
system and be able to run channel access clients on the host system.
A perl script, makeBaseExt.pl, is included in the distribution file.
This script will create a sample extension that can be built and
executed. The makeBaseApp.pl and makeBaseExt.pl scripts are installed
into the install location bin/<hostarch> directory during the base
build.
Multiple host platforms
You can build using a single EPICS directory structure on multiple host
systems and for multiple cross target systems. The intermediate and
binary files generated by the build will be created in separate
subdirectories and installed into the appropriate separate host/target
install directories. EPICS executables and perl scripts are installed
into the $(INSTALL_LOCATION)/bin/<arch> directories. Libraries are
installed into $(INSTALL_LOCATION)/lib/<arch>. The default definition
for $(INSTALL_LOCATION) is $(TOP) which is the root directory in the
distribution directory structure, base. Created object files are stored
in O.<arch> source subdirectories, This allows objects for multiple
cross target architectures to be maintained at the same time. To build
EPICS base for a specific host/target combination you must have the
proper host/target C/C++ cross compiler and target header files and the
base/configure/os directory must have the appropriate configure files.