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[perl5.git] / README.vms

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=head1 NAME

README.vms - Configuring, building, testing, and installing perl on VMS

=head1 SYNOPSIS

To configure, build, test, and install perl on VMS:

    @ Configure
    mms
    mms test
    mms install

mmk may be used in place of mms in the last three steps.

=head1 DESCRIPTION

=head2 Important safety tip

The build and install procedures have changed significantly from the 5.004
releases!  Make sure you read the "Configuring the Perl Build", "Building 
Perl", and "Installing Perl" sections of this document before you build or 
install.

Also note that, as of Perl version 5.005 and later, an ANSI C compliant 
compiler is required to build Perl.  VAX C is *not* ANSI compliant, as it 
died a natural death some time before the standard was set.  Therefore 
VAX C will not compile perl 5.005.  We are sorry about that.

If you are stuck without DEC C (the VAX C license should be good for DEC C,
but the media charges might prohibit an upgrade), consider getting Gnu C
instead.


=head2 Introduction

The VMS port of Perl is as functionally complete as any other Perl port
(and as complete as the ports on some Unix systems). The Perl binaries
provide all the Perl system calls that are either available under VMS or
reasonably emulated. There are some incompatibilities in process handling
(e.g. the fork/exec model for creating subprocesses doesn't do what you
might expect under Unix), mainly because VMS and Unix handle processes and
sub-processes very differently.

There are still some unimplemented system functions, and of course we
could use modules implementing useful VMS system services, so if you'd like
to lend a hand we'd love to have you.  Join the Perl Porting Team Now!

The current sources and build procedures have been tested on a VAX using
DEC C, and on an AXP using DEC C. If you run into problems with
other compilers, please let us know.

There are issues with various versions of DEC C, so if you're not running a
relatively modern version, check the "DEC C issues" section later on in this
document.

=head2 Other required software

In addition to VMS and DCL you will need two things:

=over 4

=item 1  A C compiler. 

DEC C or gcc for VMS (AXP or VAX).

=item 2  A make tool. 

DEC's MMS (v2.6 or later), or MadGoat's free MMS
analog MMK (available from ftp.madgoat.com/madgoat) both work
just fine. Gnu Make might work, but it's been so long since
anyone's tested it that we're not sure.  MMK is free though, so
go ahead and use that.

=back

=head2 Additional software that is optional

You may also want to have on hand:

=over 4

=item 1  GUNZIP/GZIP.EXE for VMS 

A de-compressor for *.gz and *.tgz files available from a number 
of web/ftp sites and is distributed on the OpenVMS Freeware CD-ROM 
from Compaq.

    http://www.fsf.org/order/ftp.html
    ftp://ftp.uu.net/archive/systems/gnu/diffutils*.tar.gz
    ftp://gatekeeper.dec.com/pub/GNU/diffutils*.tar.gz
    ftp://ftp.gnu.org/pub/gnu/diffutils*.tar.gz 
    http://www.openvms.compaq.com/freeware/GZIP/
    ftp://ftp.compaq.com/pub/VMS/

=item 2  VMS TAR 

For reading and writing unix tape archives (*.tar files).  Vmstar is also 
available from a number of web/ftp sites and is distributed on the OpenVMS
Freeware CD-ROM from Compaq.

    ftp://ftp.lp.se/vms/
    http://www.openvms.compaq.com/freeware/VMSTAR/
    ftp://ftp.compaq.com/pub/VMS/

=item 3  UNZIP.EXE for VMS

A combination decompressor and archive reader/writer for *.zip files.  
Unzip is available from a number of web/ftp sites.

    http://www.cdrom.com/pub/infozip/UnZip.html
    http://www.openvms.compaq.com/freeware/INFO-ZIP/
    ftp://ftp.compaq.com/pub/VMS/
    ftp://ftp.openvms.compaq.com/
    ftp://ftp.madgoat.com/madgoat/
    ftp://ftp.wku.edu/vms/

=item 4  MOST

Most is an optional pager that is convenient to use with perldoc (unlike 
TYPE/PAGE, MOST can go forward and backwards in a document and supports 
regular expression searching).  Most builds with the slang 
library on VMS.  Most and slang are available from:

    ftp://space.mit.edu/pub/davis/
    ftp://ftp.wku.edu/vms/narnia/most.zip

=back

Please note that UNZIP and GUNZIP are not the same thing (they work with
different formats).  Many of the useful files from CPAN (the Comprehensive
Perl Archive Network) are in *.tar.gz or *.tgz format (this includes copies 
of the source code for perl as well as modules and scripts that you may 
wish to add later) hence you probably want to have GUNZIP.EXE and 
VMSTAR.EXE on your VMS machine.

If you want to include socket support, you'll need a TCP/IP stack and either
DEC C, or socket libraries.  See the "Socket Support (optional)" topic 
for more details.

=head1 Configuring the Perl build

To configure perl (a necessary first step), issue the command

   @ Configure

from the top of an unpacked perl source directory.  You will be asked a 
series of questions, and the answers to them (along with the capabilities 
of your C compiler and network stack) will determine how perl is custom 
built for your machine.

If you have multiple C compilers installed, you'll have your choice of
which one to use.  Various older versions of DEC C had some caveats, so if
you're using a version older than 5.2, check the "DEC C Issues" section.

If you have any symbols or logical names in your environment that may 
interfere with the build or regression testing of perl then configure.com 
will try to warn you about them.  If a logical name is causing
you trouble but is in an LNM table that you do not have write access to
then try defining your own to a harmless equivalence string in a table 
such that it is resolved before the other (e.g. if TMP is defined in the
SYSTEM table then try DEFINE TMP "NL:" or somesuch in your process table) 
otherwise simply deassign the dangerous logical names.  The potentially 
troublesome logicals and symbols are:

    TMP  "LOGICAL"
    LIB  "LOGICAL"
    T    "LOGICAL"
    FOO  "LOGICAL"
    EXT  "LOGICAL"
    TEST "SYMBOL"

As a handy shortcut, the command:

    @ Configure "-des"

(note the quotation marks and case) will choose reasonable defaults 
automatically (it takes DEC C over Gnu C, DEC C sockets over SOCKETSHR 
sockets, and either over no sockets).  More help with configure.com is 
available from:

    @ Configure "-h"

See the "Changing compile-time options (optional)" section below to learn
even more details about how to influence the outcome of the important 
configuration step.  If you find yourself reconfiguring and rebuilding 
then be sure to also follow the advice in the "Cleaning up and starting 
fresh (optional)" and the checklist of items in the "CAVEATS" sections 
below.

=head2 Changing compile-time options (optional)

Most of the user definable features of Perl are enabled or disabled in
[.VMS]CONFIG.VMS. There is code in there to Do The Right Thing, but that 
may end up being the wrong thing for you.  Make sure you understand what 
you are doing since inappropriate changes to CONFIG.VMS can render perl 
unbuildable.

Odds are that there's nothing here to change, unless you're on a version of
VMS later than 6.2 and DEC C later than 5.6.  Even if you are, the correct
values will still be chosen, most likely.  Poking around here should be
unnecessary.

The one exception is the various *DIR install locations. Changing those
requires changes in genconfig.pl as well.  Be really careful if you need to
change these, as they can cause some fairly subtle problems.

=head2 Socket Support (optional)

Perl includes a number of functions for IP sockets, which are available if
you choose to compile Perl with socket support.  Since IP networking is an 
optional addition to VMS, there are several different IP stacks available.  
How well integrated they are into the system depends on the stack, your 
version of VMS, and the version of your C compiler.

The most portable solution uses the SOCKETSHR library. In combination with
either UCX or NetLib, this supports all the major TCP stacks (Multinet,
Pathways, TCPWare, UCX, and CMU) on all versions of VMS Perl runs on, with
all the compilers on both VAX and Alpha. The socket interface is also
consistent across versions of VMS and C compilers. It has a problem with
UDP sockets when used with Multinet, though, so you should be aware of
that.

The other solution available is to use the socket routines built into DEC
C. Which routines are available depend on the version of VMS you're
running, and require proper UCX emulation by your TCP/IP vendor.
Relatively current versions of Multinet, TCPWare, Pathway, and UCX all
provide the required libraries--check your manuals or release notes to see
if your version is new enough.

=head1 Building Perl

The configuration script will print out, at the very end, the MMS or MMK
command you need to compile perl.  Issue it (exactly as printed) to start
the build.  

Once you issue your MMS or MMK command, sit back and wait.  Perl should 
compile and link without a problem.  If a problem does occur check the 
"CAVEATS" section of this document.  If that does not help send some 
mail to the VMSPERL mailing list.  Instructions are in the "Mailing Lists" 
section of this document.

=head1 Testing Perl

Once Perl has built cleanly you need to test it to make sure things work.
This step is very important since there are always things that can go wrong
somehow and yield a dysfunctional Perl for you.

Testing is very easy, though, as there's a full test suite in the perl
distribution.  To run the tests, enter the *exact* MMS line you used to
compile Perl and add the word "test" to the end, like this:

If the compile command was:

    MMS

then the test command ought to be:

    MMS test

MMS (or MMK) will run all the tests.  This may take some time, as there are 
a lot of tests.  If any tests fail, there will be a note made on-screen. 
At the end of all the tests, a summary of the tests, the number passed and 
failed, and the time taken will be displayed.

If any tests fail, it means something is wrong with Perl. If the test suite
hangs (some tests can take upwards of two or three minutes, or more if
you're on an especially slow machine, depending on your machine speed, so
don't be hasty), then the test *after* the last one displayed failed. Don't
install Perl unless you're confident that you're OK. Regardless of how
confident you are, make a bug report to the VMSPerl mailing list.

If one or more tests fail, you can get more information on the failure by 
issuing this command sequence:

    @ [.VMS]TEST .typ "" "-v" [.subdir]test.T

where ".typ" is the file type of the Perl images you just built (if you
didn't do anything special, use .EXE), and "[.subdir]test.T" is the test
that failed. For example, with a normal Perl build, if the test indicated
that [.op]time failed, then you'd do this:

    @ [.VMS]TEST .EXE "" "-v" [.OP]TIME.T

When you send in a bug report for failed tests, please include the output
from this command, which is run from the main source directory:

    MCR []MINIPERL "-V"

Note that -"V" really is a capital V in double quotes. This will dump out a
couple of screens worth of configuration information, and can help us 
diagnose the problem.  If (and only if) that did not work then try enclosing 
the output of:

    MMS printconfig

If (and only if) that did not work then try enclosing the output of:

    @ [.vms]myconfig

You may also be asked to provide your C compiler version ("CC/VERSION NL:" 
with DEC C, "gcc --version" with GNU CC).  To obtain the version of MMS or 
MMK you are running try "MMS/ident" or "MMK /ident".  The GNU make version 
can be identified with "make --version".

=head2 Cleaning up and starting fresh (optional)

If you need to recompile from scratch, you have to make sure you clean up
first.  There is a procedure to do it--enter the *exact* MMS line you used 
to compile and add "realclean" at the end, like this:

if the compile command was:

    MMS

then the cleanup command ought to be:

    MMS realclean

If you do not do this things may behave erratically during the subsequent 
rebuild attempt.  They might not, too, so it is best to be sure and do it.

=head1 Installing Perl

There are several steps you need to take to get Perl installed and
running.

=over 4

=item 1

Check your default file protections with

     SHOW PROTECTION /DEFAULT

and adjust if necessary with SET PROTECTION=(code)/DEFAULT.

=item 2

Create a directory somewhere and either run @perl_setup or 
define the concealed logical PERL_ROOT to point to it by hand. 
For example, 

    CREATE/DIRECTORY dka200:[perl]
    @PERL_SETUP
    SHOW LOGICAL PERL_ROOT

or,

    CREATE/DIRECTORY dka200:[perl]
    DEFINE/TRANS=(CONC,TERM) PERL_ROOT dka200:[perl.]


=item 3

Run the install script via:

    MMS install

or

    MMK install

If for some reason it complains about target INSTALL being up to date,
throw a /FORCE switch on the MMS or MMK command.

=back

The DCL script PERL_SETUP.COM that is written by CONFIGURE.COM
will help you with the definition of PERL_ROOT, PERLSHR and the PERL
Foreign symbol.  Take a look at PERL_SETUP.COM and modify it if you want 
to.  Then copy PERL_SETUP.COM to a place accessible to your perl users.  
For example:

    COPY PERL_SETUP.COM SYS$LIBRARY: 

If you want to have everyone on the system have access to perl
then add a line that reads

    $ @sys$library:perl_setup

to SYS$MANAGER:SYLOGIN.COM.

Two alternatives to the foreign symbol would be to install PERL into 
DCLTABLES.EXE (Check out the section "Installing Perl into DCLTABLES 
(optional)" for more information), or put the image in a 
directory that's in your DCL$PATH (if you're using VMS V6.2 or higher).

An alternative to having PERL_SETUP.COM define the PERLSHR logical name
is to simply copy it into the system shareable library directory with:

    copy perl_root:[000000]perlshr.exe sys$share:

See also the "INSTALLing images (optional)" section.

=head2 Installing Perl into DCLTABLES (optional)

Execute the following command file to define PERL as a DCL command.
You'll need CMKRNL privilege to install the new dcltables.exe.

    $ create perl.cld
    !
    ! modify to reflect location of your perl.exe
    !
    define verb perl
      image perl_root:[000000]perl.exe
      cliflags (foreign)
    $!
    $ set command perl /table=sys$common:[syslib]dcltables.exe -
     /output=sys$common:[syslib]dcltables.exe
    $ install replace sys$common:[syslib]dcltables.exe
    $ exit

=head2 INSTALLing images (optional)

On systems that are using perl quite a bit, and particularly those with 
minimal RAM, you can boost the performance of perl by INSTALLing it as
a known image.  PERLSHR.EXE is typically larger than 2000 blocks
and that is a reasonably large amount of IO to load each time perl is 
invoked. 

   INSTALL ADD PERLSHR/SHARE
   INSTALL ADD PERL/HEADER

should be enough for PERLSHR.EXE (/share implies /header and /open), 
while /HEADER should do for PERL.EXE (perl.exe is not a shared image).

If your code 'use's modules, check to see if there is a shareable image for
them, too.  In the base perl build, POSIX, IO, Fcntl, Opcode, SDBM_File,
DCLsym, and Stdio all have shared images that can be installed /SHARE.

How much of a win depends on your memory situation, but if you are firing
off perl with any regularity (like more than once every 20 seconds or so)
it is probably beneficial to INSTALL at least portions of perl.

While there is code in perl to remove privileges as it runs you are advised
to NOT INSTALL PERL.EXE with PRIVs!

=head1 Reporting Bugs

If you come across what you think might be a bug in Perl, please report
it. There's a script in PERL_ROOT:[UTILS], perlbug, that walks you through
the process of creating a bug report. This script includes details of your
installation, and is very handy. Completed bug reports should go to
perlbug@perl.com.

=head1 CAVEATS

Probably the single biggest gotcha in compiling Perl is giving the wrong
switches to MMS/MMK when you build. Use *exactly* what the configure.com 
script prints!

The next big gotcha is directory depth.  Perl can create directories four,
five, or even six levels deep during the build, so you don't have to be 
too deep to start to hit the RMS 8 level limit (for versions of VMS prior 
to V7.2 and even with V7.2 on the VAX).  It is best to do

    DEFINE/TRANS=(CONC,TERM) PERLSRC "disk:[dir.dir.dir.perldir.]"
    SET DEFAULT PERLSRC:[000000]

before building in cases where you have to unpack the distribution so deep
(note the trailing period in the definition of PERLSRC).  Perl modules 
from CPAN can be just as bad (or worse), so watch out for them, too. Perl's
configuration script will warn if it thinks you are too deep (at least on 
a VAX or on Alpha versions of VMS prior to 7.2).  But MakeMaker will not 
warn you if you start out building a module too deep in a directory.

Be sure that the process that you use to build perl has a PGFLQ greater
than 100000.  Be sure to have a correct local time zone to UTC offset
defined (in seconds) in the logical name SYS$TIMEZONE_DIFFERENTIAL before
running the regression test suite.  The SYS$MANAGER:UTC$CONFIGURE_TDF.COM 
procedure will help you set that logical for your system but may require 
system privileges.  For example, a location 5 hours west of UTC (such as 
the US East coast while not on daylight savings time) would have:

    DEFINE SYS$TIMEZONE_DIFFERENTIAL "-18000"

A final thing that causes trouble is leftover pieces from a failed
build.  If things go wrong make sure you do a "(MMK|MMS|make) realclean"
before you rebuild.

=head2 DEC C issues

Note to DEC C users: Some early versions (pre-5.2, some pre-4. If you're DEC
C 5.x or higher, with current patches if any, you're fine) of the DECCRTL
contained a few bugs which affect Perl performance:

=over 4

=item - pipes

Newlines are lost on I/O through pipes, causing lines to run together.
This shows up as RMS RTB errors when reading from a pipe.  You can
work around this by having one process write data to a file, and
then having the other read the file, instead of the pipe.  This is
fixed in version 4 of DEC C.

=item - modf()

The modf() routine returns a non-integral value for some values above
INT_MAX; the Perl "int" operator will return a non-integral value in
these cases.  This is fixed in version 4 of DEC C.

=item - ALPACRT ECO

On the AXP, if SYSNAM privilege is enabled, the CRTL chdir() routine
changes the process default device and directory permanently, even
though the call specified that the change should not persist after
Perl exited.  This is fixed by DEC CSC patch ALPACRT04_061 or later.
See also:

    http://ftp.service.compaq.com/patches/.new/openvms.html

=back

Please note that in later versions "DEC C" may also be known as 
"Compaq C".

=head2 GNU issues

It has been a while since the GNU utilities such as GCC or GNU make
were used to build perl on VMS.  Hence they may require a great deal
of source code modification to work again.

    http://slacvx.slac.stanford.edu/HELP/GCC
    http://www.progis.de/
    http://vms.gnu.org/
    http://www.lp.se/products/gnu.html

=head1 Mailing Lists

There are several mailing lists available to the Perl porter.  For VMS
specific issues (including both Perl questions and installation problems)
there is the VMSPERL mailing list.  It is usually a low-volume (10-12
messages a week) mailing list.

The subscription address is MAJORDOMO@PERL.ORG.  Send a mail message with 
just the words SUBSCRIBE VMSPERL in the body of the message.
   
The VMSPERL mailing list address is VMSPERL@PERL.ORG.  Any mail sent there
gets echoed to all subscribers of the list.  There is a searchable archive of
the list on the web at:

    http://www.xray.mpe.mpg.de/mailing-lists/vmsperl/
   
To unsubscribe from VMSPERL send the message UNSUBSCRIBE VMSPERL to
MAJORDOMO@PERL.ORG.  Be sure to do so from the subscribed account that 
you are canceling.

=head2 Web sites

Vmsperl pages on the web include:

    http://www.sidhe.org/vmsperl/index.html
    http://duphy4.physics.drexel.edu/pub/cgi_info.htmlx
    http://www.xray.mpe.mpg.de/mailing-lists/vmsperl/
    http://www.cpan.org/modules/by-module/VMS/
    http://nucwww.chem.sunysb.edu/htbin/software_list.cgi
    http://www.best.com/~pvhp/vms/
    http://bkfug.kfunigraz.ac.at/~binder/perl.html

=head1 SEE ALSO

Perl information for users and programmers about the port of perl to VMS is
available from the [.VMS]PERLVMS.POD file that gets installed as L<perlvms>.
For administrators the perlvms document also includes a detailed discussion 
of extending vmsperl with CPAN modules after Perl has been installed.

=head1 AUTHORS

Last revised 25-February-2000 by Peter Prymmer pvhp@best.com.  
Revised 27-October-1999 by Craig Berry craig.berry@metamorgs.com.  
Revised 01-March-1999 by Dan Sugalski dan@sidhe.org.  
Originally by Charles Bailey bailey@newman.upenn.edu.

=head1 ACKNOWLEDGEMENTS

A real big thanks needs to go to Charles Bailey
bailey@newman.upenn.edu, who is ultimately responsible for Perl 5.004
running on VMS. Without him, nothing the rest of us have done would be at
all important.

There are, of course, far too many people involved in the porting and testing
of Perl to mention everyone who deserves it, so please forgive us if we've
missed someone.  That said, special thanks are due to the following:

  Tim Adye T.J.Adye@rl.ac.uk
     for the VMS emulations of getpw*()
  David Denholm denholm@conmat.phys.soton.ac.uk
     for extensive testing and provision of pipe and SocketShr code,
  Mark Pizzolato mark@infocomm.com
     for the getredirection() code
  Rich Salz rsalz@bbn.com
     for readdir() and related routines
  Peter Prymmer pvhp@best.com 
     for extensive testing, as well as development work on
     configuration and documentation for VMS Perl,
  Dan Sugalski dan@sidhe.org
     for extensive contributions to recent version support,
     development of VMS-specific extensions, and dissemination
     of information about VMS Perl,
  the Stanford Synchrotron Radiation Laboratory and the
     Laboratory of Nuclear Studies at Cornell University for
     the opportunity to test and develop for the AXP,
  John Hasstedt John.Hasstedt@sunysb.edu
     for VAX VMS V7.2 support

and to the entire VMSperl group for useful advice and suggestions.  In
addition the perl5-porters deserve credit for their creativity and
willingness to work with the VMS newcomers.  Finally, the greatest debt of
gratitude is due to Larry Wall larry@wall.org, for having the ideas which
have made our sleepless nights possible.

Thanks,
The VMSperl group

=cut