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1If you read this file _as_is_, just ignore the equal signs on the left.
2This file is written in the POD format (see [.POD]PERLPOD.POD;1) which is
3specially designed to be readable as is.
4
5=head1 NAME
6
7README.vms - Configuring, building, testing, and installing perl on VMS
8
9=head1 SYNOPSIS
10
11To configure, build, test, and install perl on VMS:
12
13    @ Configure
14    mms
15    mms test
16    mms install
17
18mmk may be used in place of mms in the last three steps.
19
20=head1 DESCRIPTION
21
22=head2 Important safety tip
23
24The build and install procedures have changed significantly from the 5.004
25releases!  Make sure you read the "Configuring the Perl Build", "Building
26Perl", and "Installing Perl" sections of this document before you build or
27install.
28
29Also note that, as of Perl version 5.005 and later, an ANSI C compliant
30compiler is required to build Perl.  VAX C is *not* ANSI compliant, as it
31died a natural death some time before the standard was set.  Therefore
32VAX C will not compile Perl 5.005 or later.  We are sorry about that.
33
34If you are stuck without DEC C (the VAX C license should be good for DEC C,
35but the media charges might prohibit an upgrade), consider getting Gnu C
36instead.
37
38
39=head2 Introduction
40
41The VMS port of Perl is as functionally complete as any other Perl port
42(and as complete as the ports on some Unix systems). The Perl binaries
43provide all the Perl system calls that are either available under VMS or
44reasonably emulated. There are some incompatibilities in process handling
45(e.g. the fork/exec model for creating subprocesses doesn't do what you
46might expect under Unix), mainly because VMS and Unix handle processes and
47sub-processes very differently.
48
49There are still some unimplemented system functions, and of course we
50could use modules implementing useful VMS system services, so if you'd like
51to lend a hand we'd love to have you.  Join the Perl Porting Team Now!
52
53The current sources and build procedures have been tested on a VAX using
54DEC C, and on an AXP using DEC C. If you run into problems with
55other compilers, please let us know.  (Note: DEC C was renamed to Compaq C
56around version 6.2).
57
58There are issues with various versions of DEC C, so if you're not running a
59relatively modern version, check the "DEC C issues" section later on in this
60document.
61
62=head2 Other required software
63
64In addition to VMS and DCL you will need two things:
65
66=over 4
67
68=item 1  A C compiler.
69
70DEC (now Compaq) C or gcc for VMS (AXP or VAX).
71
72=item 2  A make tool.
73
74DEC's MMS (v2.6 or later), or MadGoat's free MMS
75analog MMK (available from ftp.madgoat.com/madgoat) both work
76just fine. Gnu Make might work, but it's been so long since
77anyone's tested it that we're not sure.  MMK is free though, so
78go ahead and use that.
79
80=back
81
82=head2 Additional software that is optional
83
84You may also want to have on hand:
85
86=over 4
87
88=item 1  GUNZIP/GZIP.EXE for VMS
89
90A de-compressor for *.gz and *.tgz files available from a number
91of web/ftp sites and is distributed on the OpenVMS Freeware CD-ROM
92from Compaq.
93
94    http://www.fsf.org/order/ftp.html
95    http://www.openvms.compaq.com/freeware/GZIP/
96    ftp://ftp.compaq.com/pub/VMS/
97    http://www.crinoid.com/utils/
98
99=item 2  VMS TAR
100
101For reading and writing unix tape archives (*.tar files).  Vmstar is also
102available from a number of web/ftp sites and is distributed on the OpenVMS
103Freeware CD-ROM from Compaq.
104
105    ftp://ftp.lp.se/vms/
106    http://www.openvms.compaq.com/freeware/VMSTAR/
107    ftp://ftp.compaq.com/pub/VMS/
108
109=item 3  UNZIP.EXE for VMS
110
111A combination decompressor and archive reader/writer for *.zip files. 
112Unzip is available from a number of web/ftp sites.
113
114    http://www.cdrom.com/pub/infozip/UnZip.html
115    http://www.openvms.compaq.com/freeware/INFO-ZIP/
116    ftp://ftp.compaq.com/pub/VMS/
117    ftp://ftp.openvms.compaq.com/
118    ftp://ftp.madgoat.com/madgoat/
119    ftp://ftp.wku.edu/vms/
120
121=item 4  MOST
122
123Most is an optional pager that is convenient to use with perldoc (unlike
124TYPE/PAGE, MOST can go forward and backwards in a document and supports
125regular expression searching).  Most builds with the slang
126library on VMS.  Most and slang are available from:
127
128    ftp://space.mit.edu/pub/davis/
129    ftp://ftp.wku.edu/vms/narnia/most.zip
130
131=item 5 GNU PATCH and DIFFUTILS for VMS
132
133Patches to Perl are usually distributed as GNU unified or contextual diffs.
134Such patches are created by the GNU diff program (part of the diffutils
135distribution) and applied with GNU patch.  VMS ports of these utilities are
136available here:
137
138    http://www.crinoid.com/utils/
139
140=back
141
142Please note that UNZIP and GUNZIP are not the same thing (they work with
143different formats).  Many of the useful files from CPAN (the Comprehensive
144Perl Archive Network) are in *.tar.gz or *.tgz format (this includes copies
145of the source code for perl as well as modules and scripts that you may
146wish to add later) hence you probably want to have GUNZIP.EXE and
147VMSTAR.EXE on your VMS machine.
148
149If you want to include socket support, you'll need a TCP/IP stack and either
150DEC C, or socket libraries.  See the "Socket Support (optional)" topic
151for more details.
152
153=head1 Configuring the Perl build
154
155To configure perl (a necessary first step), issue the command
156
157   @ Configure
158
159from the top of an unpacked perl source directory.  You will be asked a
160series of questions, and the answers to them (along with the capabilities
161of your C compiler and network stack) will determine how perl is custom
162built for your machine.
163
164If you have multiple C compilers installed, you'll have your choice of
165which one to use.  Various older versions of DEC C had some caveats, so if
166you're using a version older than 5.2, check the "DEC C Issues" section.
167
168If you have any symbols or logical names in your environment that may
169interfere with the build or regression testing of perl then configure.com
170will try to warn you about them.  If a logical name is causing
171you trouble but is in an LNM table that you do not have write access to
172then try defining your own to a harmless equivalence string in a table
173such that it is resolved before the other (e.g. if TMP is defined in the
174SYSTEM table then try DEFINE TMP "NL:" or somesuch in your process table)
175otherwise simply deassign the dangerous logical names.  The potentially
176troublesome logicals and symbols are:
177
178    TMP  "LOGICAL"
179    LIB  "LOGICAL"
180    T    "LOGICAL"
181    FOO  "LOGICAL"
182    EXT  "LOGICAL"
183    TEST "SYMBOL"
184
185As a handy shortcut, the command:
186
187    @ Configure "-des"
188
189(note the quotation marks and case) will choose reasonable defaults
190automatically (it takes DEC C over Gnu C, DEC C sockets over SOCKETSHR
191sockets, and either over no sockets).  Some options can be given
192explicitly on the command line; the following example specifies a
193non-default location for where Perl will be installed:
194
195    @ Configure "-d" "-Dprefix=dka100:[utils.perl5.]"
196
197More help with configure.com is available from:
198
199    @ Configure "-h"
200
201See the "Changing compile-time options (optional)" section below to learn
202even more details about how to influence the outcome of the important
203configuration step.  If you find yourself reconfiguring and rebuilding
204then be sure to also follow the advice in the "Cleaning up and starting
205fresh (optional)" and the checklist of items in the "CAVEATS" sections
206below.
207
208=head2 Changing compile-time options (optional)
209
210Most of the user definable features of Perl are enabled or disabled in
211[.VMS]CONFIG.VMS. There is code in there to Do The Right Thing, but that
212may end up being the wrong thing for you.  Make sure you understand what
213you are doing since inappropriate changes to CONFIG.VMS can render perl
214unbuildable.
215
216Odds are that there's nothing here to change, unless you're on a version of
217VMS later than 6.2 and DEC C later than 5.6.  Even if you are, the correct
218values will still be chosen, most likely.  Poking around here should be
219unnecessary.
220
221The one exception is the various *DIR install locations. Changing those
222requires changes in genconfig.pl as well.  Be really careful if you need to
223change these, as they can cause some fairly subtle problems.
224
225=head2 Socket Support (optional)
226
227Perl includes a number of functions for IP sockets, which are available if
228you choose to compile Perl with socket support.  Since IP networking is an
229optional addition to VMS, there are several different IP stacks available. 
230How well integrated they are into the system depends on the stack, your
231version of VMS, and the version of your C compiler.
232
233The most portable solution uses the SOCKETSHR library. In combination with
234either UCX or NetLib, this supports all the major TCP stacks (Multinet,
235Pathways, TCPWare, UCX, and CMU) on all versions of VMS Perl runs on, with
236all the compilers on both VAX and Alpha. The socket interface is also
237consistent across versions of VMS and C compilers. It has a problem with
238UDP sockets when used with Multinet, though, so you should be aware of
239that.
240
241The other solution available is to use the socket routines built into DEC
242C. Which routines are available depend on the version of VMS you're
243running, and require proper UCX emulation by your TCP/IP vendor.
244Relatively current versions of Multinet, TCPWare, Pathway, and UCX all
245provide the required libraries--check your manuals or release notes to see
246if your version is new enough.
247
248=head1 Building Perl
249
250The configuration script will print out, at the very end, the MMS or MMK
251command you need to compile perl.  Issue it (exactly as printed) to start
252the build. 
253
254Once you issue your MMS or MMK command, sit back and wait.  Perl should
255compile and link without a problem.  If a problem does occur check the
256"CAVEATS" section of this document.  If that does not help send some
257mail to the VMSPERL mailing list.  Instructions are in the "Mailing Lists"
258section of this document.
259
260=head1 Testing Perl
261
262Once Perl has built cleanly you need to test it to make sure things work.
263This step is very important since there are always things that can go wrong
264somehow and yield a dysfunctional Perl for you.
265
266Testing is very easy, though, as there's a full test suite in the perl
267distribution.  To run the tests, enter the *exact* MMS line you used to
268compile Perl and add the word "test" to the end, like this:
269
270If the compile command was:
271
272    MMS
273
274then the test command ought to be:
275
276    MMS test
277
278MMS (or MMK) will run all the tests.  This may take some time, as there are
279a lot of tests.  If any tests fail, there will be a note made on-screen.
280At the end of all the tests, a summary of the tests, the number passed and
281failed, and the time taken will be displayed.
282
283If any tests fail, it means something is wrong with Perl. If the test suite
284hangs (some tests can take upwards of two or three minutes, or more if
285you're on an especially slow machine, depending on your machine speed, so
286don't be hasty), then the test *after* the last one displayed failed. Don't
287install Perl unless you're confident that you're OK. Regardless of how
288confident you are, make a bug report to the VMSPerl mailing list.
289
290If one or more tests fail, you can get more information on the failure by
291issuing this command sequence:
292
293    @ [.VMS]TEST .typ "" "-v" [.subdir]test.T
294
295where ".typ" is the file type of the Perl images you just built (if you
296didn't do anything special, use .EXE), and "[.subdir]test.T" is the test
297that failed. For example, with a normal Perl build, if the test indicated
298that [.op]time failed, then you'd do this:
299
300    @ [.VMS]TEST .EXE "" "-v" [.OP]TIME.T
301
302When you send in a bug report for failed tests, please include the output
303from this command, which is run from the main source directory:
304
305    MCR []MINIPERL "-V"
306
307Note that -"V" really is a capital V in double quotes. This will dump out a
308couple of screens worth of configuration information, and can help us
309diagnose the problem.  If (and only if) that did not work then try enclosing
310the output of:
311
312    MMS printconfig
313
314If (and only if) that did not work then try enclosing the output of:
315
316    @ [.vms]myconfig
317
318You may also be asked to provide your C compiler version ("CC/VERSION NL:"
319with DEC C, "gcc --version" with GNU CC).  To obtain the version of MMS or
320MMK you are running try "MMS/ident" or "MMK /ident".  The GNU make version
321can be identified with "make --version".
322
323=head2 Cleaning up and starting fresh (optional)
324
325If you need to recompile from scratch, you have to make sure you clean up
326first.  There is a procedure to do it--enter the *exact* MMS line you used
327to compile and add "realclean" at the end, like this:
328
329if the compile command was:
330
331    MMS
332
333then the cleanup command ought to be:
334
335    MMS realclean
336
337If you do not do this things may behave erratically during the subsequent
338rebuild attempt.  They might not, too, so it is best to be sure and do it.
339
340=head1 Installing Perl
341
342There are several steps you need to take to get Perl installed and
343running.
344
345=over 4
346
347=item 1
348
349Check your default file protections with
350
351     SHOW PROTECTION /DEFAULT
352
353and adjust if necessary with SET PROTECTION=(code)/DEFAULT.
354
355=item 2
356
357Decide where you want Perl to be installed (unless you have already done so
358by using the "prefix" configuration parameter -- see the example in the
359"Configuring the Perl build" section).
360
361The DCL script PERL_SETUP.COM that is written by CONFIGURE.COM will help you
362with the definition of the PERL_ROOT and PERLSHR logical names and the PERL
363foreign command  symbol.  Take a look at PERL_SETUP.COM and modify it if you
364want to.  The installation process will execute PERL_SETUP.COM and copy
365files to the directory tree pointed to by the PERL_ROOT logical name defined
366there, so make sure that you have write access to the parent directory of
367what will become the root of your Perl installation.
368
369=item 3
370
371Run the install script via:
372
373    MMS install
374
375or
376
377    MMK install
378
379If for some reason it complains about target INSTALL being up to date,
380throw a /FORCE switch on the MMS or MMK command.
381
382=back
383
384Copy PERL_SETUP.COM to a place accessible to your perl users. 
385
386For example:
387
388    COPY PERL_SETUP.COM SYS$LIBRARY:
389
390If you want to have everyone on the system have access to perl
391then add a line that reads
392
393    $ @sys$library:perl_setup
394
395to SYS$MANAGER:SYLOGIN.COM.
396
397Two alternatives to the foreign symbol would be to install PERL into
398DCLTABLES.EXE (Check out the section "Installing Perl into DCLTABLES
399(optional)" for more information), or put the image in a
400directory that's in your DCL$PATH (if you're using VMS V6.2 or higher).
401
402An alternative to having PERL_SETUP.COM define the PERLSHR logical name
403is to simply copy it into the system shareable library directory with:
404
405    copy perl_root:[000000]perlshr.exe sys$share:
406
407See also the "INSTALLing images (optional)" section.
408
409=head2 Installing Perl into DCLTABLES (optional)
410
411Execute the following command file to define PERL as a DCL command.
412You'll need CMKRNL privilege to install the new dcltables.exe.
413
414    $ create perl.cld
415    !
416    ! modify to reflect location of your perl.exe
417    !
418    define verb perl
419      image perl_root:[000000]perl.exe
420      cliflags (foreign)
421    $!
422    $ set command perl /table=sys$common:[syslib]dcltables.exe -
423     /output=sys$common:[syslib]dcltables.exe
424    $ install replace sys$common:[syslib]dcltables.exe
425    $ exit
426
427=head2 INSTALLing images (optional)
428
429On systems that are using perl quite a bit, and particularly those with
430minimal RAM, you can boost the performance of perl by INSTALLing it as
431a known image.  PERLSHR.EXE is typically larger than 2500 blocks
432and that is a reasonably large amount of IO to load each time perl is
433invoked.
434
435   INSTALL ADD PERLSHR/SHARE
436   INSTALL ADD PERL/HEADER
437
438should be enough for PERLSHR.EXE (/share implies /header and /open),
439while /HEADER should do for PERL.EXE (perl.exe is not a shared image).
440
441If your code 'use's modules, check to see if there is a shareable image for
442them, too.  In the base perl build, POSIX, IO, Fcntl, Opcode, SDBM_File,
443DCLsym, and Stdio all have shared images that can be installed /SHARE.
444
445How much of a win depends on your memory situation, but if you are firing
446off perl with any regularity (like more than once every 20 seconds or so)
447it is probably beneficial to INSTALL at least portions of perl.
448
449While there is code in perl to remove privileges as it runs you are advised
450to NOT INSTALL PERL.EXE with PRIVs!
451
452=head1 Reporting Bugs
453
454If you come across what you think might be a bug in Perl, please report
455it. There's a script in PERL_ROOT:[UTILS], perlbug, that walks you through
456the process of creating a bug report. This script includes details of your
457installation, and is very handy. Completed bug reports should go to
458perlbug@perl.com.
459
460=head1 CAVEATS
461
462Probably the single biggest gotcha in compiling Perl is giving the wrong
463switches to MMS/MMK when you build. Use *exactly* what the configure.com
464script prints!
465
466The next big gotcha is directory depth.  Perl can create directories four,
467five, or even six levels deep during the build, so you don't have to be
468too deep to start to hit the RMS 8 level limit (for versions of VMS prior
469to V7.2 and even with V7.2 on the VAX).  It is best to do
470
471    DEFINE/TRANS=(CONC,TERM) PERLSRC "disk:[dir.dir.dir.perldir.]"
472    SET DEFAULT PERLSRC:[000000]
473
474before building in cases where you have to unpack the distribution so deep
475(note the trailing period in the definition of PERLSRC).  Perl modules
476from CPAN can be just as bad (or worse), so watch out for them, too. Perl's
477configuration script will warn if it thinks you are too deep (at least on
478a VAX or on Alpha versions of VMS prior to 7.2).  But MakeMaker will not
479warn you if you start out building a module too deep in a directory.
480
481Be sure that the process that you use to build perl has a PGFLQ greater
482than 100000.  Be sure to have a correct local time zone to UTC offset
483defined (in seconds) in the logical name SYS$TIMEZONE_DIFFERENTIAL before
484running the regression test suite.  The SYS$MANAGER:UTC$CONFIGURE_TDF.COM
485procedure will help you set that logical for your system but may require
486system privileges.  For example, a location 5 hours west of UTC (such as
487the US East coast while not on daylight savings time) would have:
488
489    DEFINE SYS$TIMEZONE_DIFFERENTIAL "-18000"
490
491A final thing that causes trouble is leftover pieces from a failed
492build.  If things go wrong make sure you do a "(MMK|MMS|make) realclean"
493before you rebuild.
494
495=head2 DEC C issues
496
497Note to DEC C users: Some early versions (pre-5.2, some pre-4. If you're DEC
498C 5.x or higher, with current patches if any, you're fine) of the DECCRTL
499contained a few bugs which affect Perl performance:
500
501=over 4
502
503=item - pipes
504
505Newlines are lost on I/O through pipes, causing lines to run together.
506This shows up as RMS RTB errors when reading from a pipe.  You can
507work around this by having one process write data to a file, and
508then having the other read the file, instead of the pipe.  This is
509fixed in version 4 of DEC C.
510
511=item - modf()
512
513The modf() routine returns a non-integral value for some values above
514INT_MAX; the Perl "int" operator will return a non-integral value in
515these cases.  This is fixed in version 4 of DEC C.
516
517=item - ALPACRT ECO
518
519On the AXP, if SYSNAM privilege is enabled, the CRTL chdir() routine
520changes the process default device and directory permanently, even
521though the call specified that the change should not persist after
522Perl exited.  This is fixed by DEC CSC patch ALPACRT04_061 or later.
523See also:
524
525    http://ftp.service.compaq.com/patches/.new/openvms.html
526
527=back
528
529Please note that in later versions "DEC C" may also be known as
530"Compaq C".
531
532=head2 GNU issues
533
534It has been a while since the GNU utilities such as GCC or GNU make
535were used to build perl on VMS.  Hence they may require a great deal
536of source code modification to work again.
537
538    http://slacvx.slac.stanford.edu/HELP/GCC
539    http://www.progis.de/
540    http://vms.gnu.org/
541    http://www.lp.se/products/gnu.html
542
543=head1 Mailing Lists
544
545There are several mailing lists available to the Perl porter.  For VMS
546specific issues (including both Perl questions and installation problems)
547there is the VMSPERL mailing list.  It is usually a low-volume (10-12
548messages a week) mailing list.
549
550To subscribe, send a mail message to VMSPERL-SUBSCRIBE@PERL.ORG. The VMSPERL
551mailing list address is VMSPERL@PERL.ORG.  Any mail sent there gets echoed
552to all subscribers of the list.  There is a searchable archive of the list
553on the web at:
554
555    http://www.xray.mpe.mpg.de/mailing-lists/vmsperl/
556   
557To unsubscribe from VMSPERL send a message to VMSPERL-UNSUBSCRIBE@PERL.ORG.
558Be sure to do so from the subscribed account that you are canceling.
559
560=head2 Web sites
561
562Vmsperl pages on the web include:
563
564    http://www.sidhe.org/vmsperl/index.html
565    http://www.crinoid.com/
566    http://duphy4.physics.drexel.edu/pub/cgi_info.htmlx
567    http://www.cpan.org/modules/by-module/VMS/
568    http://www.xray.mpe.mpg.de/mailing-lists/vmsperl/
569    http://nucwww.chem.sunysb.edu/htbin/software_list.cgi
570    http://www.best.com/~pvhp/vms/
571    http://bkfug.kfunigraz.ac.at/~binder/perl.html
572    http://lists.perl.org/showlist.cgi?name=vmsperl
573    http://archive.develooper.com/vmsperl@perl.org/
574
575=head1 SEE ALSO
576
577Perl information for users and programmers about the port of perl to VMS is
578available from the [.VMS]PERLVMS.POD file that gets installed as L<perlvms>.
579For administrators the perlvms document also includes a detailed discussion
580of extending vmsperl with CPAN modules after Perl has been installed.
581
582=head1 AUTHORS
583
584Revised 5-April-2001 by Craig Berry craigberry@mac.com. 
585Revised 25-February-2000 by Peter Prymmer pvhp@best.com. 
586Revised 27-October-1999 by Craig Berry craigberry@mac.com. 
587Revised 01-March-1999 by Dan Sugalski dan@sidhe.org. 
588Originally by Charles Bailey bailey@newman.upenn.edu.
589
590=head1 ACKNOWLEDGEMENTS
591
592A real big thanks needs to go to Charles Bailey
593bailey@newman.upenn.edu, who is ultimately responsible for Perl 5.004
594running on VMS. Without him, nothing the rest of us have done would be at
595all important.
596
597There are, of course, far too many people involved in the porting and testing
598of Perl to mention everyone who deserves it, so please forgive us if we've
599missed someone.  That said, special thanks are due to the following:
600
601  Tim Adye T.J.Adye@rl.ac.uk
602     for the VMS emulations of getpw*()
603  David Denholm denholm@conmat.phys.soton.ac.uk
604     for extensive testing and provision of pipe and SocketShr code,
605  Mark Pizzolato mark@infocomm.com
606     for the getredirection() code
607  Rich Salz rsalz@bbn.com
608     for readdir() and related routines
609  Peter Prymmer pvhp@best.com
610     for extensive testing, as well as development work on
611     configuration and documentation for VMS Perl,
612  Dan Sugalski dan@sidhe.org
613     for extensive contributions to recent version support,
614     development of VMS-specific extensions, and dissemination
615     of information about VMS Perl,
616  the Stanford Synchrotron Radiation Laboratory and the
617     Laboratory of Nuclear Studies at Cornell University for
618     the opportunity to test and develop for the AXP,
619  John Hasstedt John.Hasstedt@sunysb.edu
620     for VAX VMS V7.2 support
621
622and to the entire VMSperl group for useful advice and suggestions.  In
623addition the perl5-porters deserve credit for their creativity and
624willingness to work with the VMS newcomers.  Finally, the greatest debt of
625gratitude is due to Larry Wall larry@wall.org, for having the ideas which
626have made our sleepless nights possible.
627
628Thanks,
629The VMSperl group
630
631=cut
632
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