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<TITLE>README - EPICS Base Installation Instructions</TITLE>
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<H1>Installation Instructions</H1>
<H2>EPICS Base Release 3.16.1</H2><BR>
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<HR>
<H3> Table of Contents</H3>
<UL>
<LI><A HREF="#0_0_1"> What is EPICS base?</A></LI>
<LI><A HREF="#0_0_2"> What is new in this release?</A></LI>
<LI><A HREF="#0_0_3"> Copyright</A></LI>
<LI><A HREF="#0_0_4"> Supported platforms</A></LI>
<LI><A HREF="#0_0_5"> Supported compilers</A></LI>
<LI><A HREF="#0_0_6"> Software requirements</A></LI>
<LI><A HREF="#0_0_7"> Host system storage requirements</A></LI>
<LI><A HREF="#0_0_8"> Documentation</A></LI>
<LI><A HREF="#0_0_10"> Directory Structure</A></LI>
<LI><A HREF="#0_0_11"> Build related components</A></LI>
<LI><A HREF="#0_0_12"> Building EPICS base (Unix and Win32)</A></LI>
<LI><A HREF="#0_0_13"> Example application and extension</A></LI>
<LI><A HREF="#0_0_14"> Multiple host platforms</A></LI>
</UL>
<HR>
<H3><A NAME="0_0_1"> What is EPICS base?</A></H3>
<BLOCKQUOTE>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.</BLOCKQUOTE>
<H3><A NAME="0_0_2"> What is new in this release?</A></H3>
<BLOCKQUOTE> Please check the RELEASE_NOTES file in the distribution for
description of changes and release migration details.</BLOCKQUOTE>
<H3><A NAME="0_0_3"> Copyright</A></H3>
<BLOCKQUOTE>Please review the LICENSE file included in the
distribution for legal terms of usage.</BLOCKQUOTE>
<H3><A NAME="0_0_4"> Supported platforms</A></H3>
<BLOCKQUOTE>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.</BLOCKQUOTE>
<H3><A NAME="0_0_5"> Supported compilers</A></H3>
<BLOCKQUOTE>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.</BLOCKQUOTE>
<H3><A NAME="0_0_6"> Software requirements</A></H3>
<BLOCKQUOTE><B>GNU make</B><BR>
You must use GNU make, gnumake, for any EPICS builds. Set your path
so that a gnumake version 3.81 or later is available.
<P><B>Perl</B><BR>
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.</P>
<P><B>Unzip and tar (Winzip on WIN32 systems)</B><BR>
You must have tools available to unzip and untar the EPICS base
distribution file.</P>
<P><B>Target systems</B><BR>
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.</P>
<P><B>vxWorks</B><BR>
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.</P>
<P>Consult the <a href="http://www.aps.anl.gov/epics/base/vxWorks6.php">vxWorks
6.x</a> EPICS web pages and the vxWorks documentation for information
about configuring your vxWorks operating system for use with EPICS.</P>
<P><B>RTEMS</B><BR>
For RTEMS targets, you need RTEMS core and toolset version 4.9.2 or later.</P>
<P><B>GNU readline or Tecla library</B><BR>
GNU readline and Tecla libraries can be used by the IOC shell to
provide command line editing and command line history recall and edit.
GNU readline (or Tecla library) must be installed on your target system
when COMMANDLINE_LIBRARY is set to READLINE (or TECLA) for that target.
EPICS (EPICS shell) is the default specified in CONFIG_COMMON. A
READLINE override is defined for linux-x86 in the EPICS distribution.
Comment out COMMANDLINE_LIBRARY=READLINE in
configure/os/CONFIG_SITE.Common.linux-x86 if readline is not installed
on linux-x86. Command-line editing and history will then be those
supplied by the os. On vxWorks the ledLib command-line input library is
used instead.</P>
</BLOCKQUOTE>
<H3><A NAME="0_0_7"> Host system storage requirements</A></H3>
<BLOCKQUOTE>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.</BLOCKQUOTE>
<H3><A NAME="0_0_8"> Documentation</A></H3>
<BLOCKQUOTE>EPICS documentation is available through the
<a href="http://www.aps.anl.gov/epics/">EPICS website</a> at Argonne.
<P>Release specific documentation can also be found in the base/documentation
directory of the distribution.</BLOCKQUOTE>
<H3><A NAME="0_0_10"> Directory Structure</A></H3>
<BLOCKQUOTE><H4>Distribution directory structure:</H4>
<PRE>
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
</PRE>
<H4>Install directories created by the build:</H4>
<PRE>
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
</PRE>
</BLOCKQUOTE>
<H3><A NAME="0_0_11"> Build related components</A></H3>
<BLOCKQUOTE>
<H4>base/documentation directory - contains setup, build, and install
documents</H4>
<PRE>
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
</PRE>
<H4>base/startup directory - contains scripts to set environment and path</H4>
<PRE>
EpicsHostArch C shell script to set EPICS_HOST_ARCH env variable
EpicsHostArch.pl Perl script to set EPICS_HOST_ARCH env variable
Site.profile bourne shell script to set path and env variables
Site.cshrc c shell script to set path and env variables
cygwin.bat WIN32 bat file to set cygwin path and env variables
win32.bat WIN32 bat file to set path and env variables
</PRE>
<H4>base/configure directory - contains build definitions and rules</H4>
<PRE>
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
</PRE>
<H4>base/configure/os directory - contains os-arch specific definitions</H4>
<PRE>
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
</PRE>
</BLOCKQUOTE>
<H3><A NAME="0_0_12"> Building EPICS base (Unix and Win32)</A></H3>
<BLOCKQUOTE>
<H4> Unpack file</H4>
<BLOCKQUOTE>
Unzip and untar the distribution file. Use WinZip on Windows
systems.
</BLOCKQUOTE>
<H4>Set environment variables</H4>
<BLOCKQUOTE>
Files in the base/startup directory have been provided to
help set required path and other environment variables.
<P><B>EPICS_HOST_ARCH</B><BR>
Before you can build or use EPICS R3.15, the environment variable
EPICS_HOST_ARCH must 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 host architecture, e.g. solaris-sparc.
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.</P>
<P><B>PERLLIB</B><BR>
On WIN32, some versions of Perl require that the environment
variable PERLLIB be set to <perl directory location>.</P>
<P><B>PATH</B><BR>
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.</P>
<P><B>LD_LIBRARY_PATH</B><BR>
R3.15 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.</P>
</BLOCKQUOTE>
<H4>Do site-specific build configuration</H4>
<BLOCKQUOTE>
<B>Site configuration</B><BR>
To configure EPICS, you may want to modify the default definitions
in the following files:
<PRE>
configure/CONFIG_SITE Build choices. Specify target archs.
configure/CONFIG_SITE_ENV Environment variable defaults
configure/RELEASE TORNADO2 full path location
</PRE>
<B> Host configuration</B><BR>
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.
<PRE>
configure/os/CONFIG.<host>.<host> Host build settings
configure/os/CONFIG.<host>.Common Host common build settings
</PRE>
<B>Target configuration</B><BR>
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.
<PRE>
configure/os/CONFIG.Common.<target> Target common settings
configure/os/CONFIG.<host>.<target> Host-target settings
</PRE>
</BLOCKQUOTE>
<H4>Build EPICS base</H4>
<BLOCKQUOTE>After configuring the build you should be able to build
EPICS base by issuing the following commands in the distribution's root
directory (base):
<PRE>
gnumake clean uninstall
gnumake
</PRE>
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.
<P> 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.
</BLOCKQUOTE>
</BLOCKQUOTE>
<H3><A NAME="0_0_13"> Example application and extension</A></H3>
<BLOCKQUOTE>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.
<P>
Instructions for building and executing the 3.15 example 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.
<P>
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.
</BLOCKQUOTE>
<H3><A NAME="0_0_14"> Multiple host platforms</A></H3>
<BLOCKQUOTE>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 <TT>$(INSTALL_LOCATION)/bin/<arch></TT> directories.
Libraries are installed into $<TT>(INSTALL_LOCATION)/lib/<arch></TT>.
The default definition for <TT>$(INSTALL_LOCATION)</TT> is <TT>$(TOP)</TT>
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.
</BLOCKQUOTE>
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