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    Where is the documentation?

    Scheduled Pinned Locked Moved General pfSense Questions
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    • stephenw10S
      stephenw10 Netgate Administrator
      last edited by

      It's pretty much universally recognised that opensource software is generally lacking in the documentation department for any number of reasons. pfSense seems substantially above the curve on this IMHO. However you will be aware as a technical writer that once you understand enough about a subject to be able to write the docs it often hard to see things from the point of view of someone completely new to it. I have nothing but impressed by the official book everytime I've referenced it. I can see it must have taken Chris and Jim many, many hours and their time is valuable.
      I first installed pfSense using only the docs wiki and various 3rd party instructions. There are quite a few video walk-throughs on Youtube for example. There is also http://pfsensesetup.com/ which has fairly good walk-throughs of much of pfSense though I have no idea who the author is. I assume he was someone like yourself who tried pfSense, found the documentation lacking and set out to improve things.

      Steve

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      • E
        ember1205
        last edited by

        I've always been one to try and figure it out on my own first. If that doesn't pan out like I need it to, I will definitely reach out for help. The problem I'm facing with pfSense is that 2.1.5 has a lot of pages in it that don't correspond to the HOWTO's and such that have been posted.

        With regard to whether I've even looked at the GUI, yes. I've installed the product from scratch a few times and attempted to set up Squid and SquidGuard. The resultant mess, because there's no documentation or proper guidance that I can find, is a non-working system that requires a re-install because packages won't uninstall properly.

        I understand the concept of being so familiar with the process that you miss stuff when documenting it, but I have done a LOT of consulting work where my deliverable was documentation that the customer would use to build the systems themselves. So, I'm quite familiar with how to ensure that the docs are accurate.

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        • C
          cmb
          last edited by

          @ember1205:

          With regard to whether I've even looked at the GUI, yes. I've installed the product from scratch a few times and attempted to set up Squid and SquidGuard. The resultant mess, because there's no documentation or proper guidance that I can find, is a non-working system that requires a re-install because packages won't uninstall properly.

          Packages uninstall fine in general, the issues that were inherent in the old package system pre-2.1x were solved with the change to PBIs in 2.1 and newer.

          @ember1205:

          I have done a LOT of consulting work where my deliverable was documentation that the customer would use to build the systems themselves. So, I'm quite familiar with how to ensure that the docs are accurate.

          That's exactly what we do as part of our professional services. That tends to be very environment-specific, where general purpose documentation (largely our book at this point) fills the gaps.

          Where your complaint in that area resides isn't in official sources, rather community-contributed content that's of varying quality, completeness and age.

          @ember1205:

          The problem I'm facing with pfSense is that 2.1.5 has a lot of pages in it that don't correspond to the HOWTO's and such that have been posted.

          That's the nature of anything with a project that's existed for a decade. Our own sites should do a better job there in either clearly marking outdated content (talking doc.pfsense.org largely), or maybe just removing things that aren't current. Some of it just needs some updates. It's an ongoing work in progress, something I'm working on right now actually.

          I'm working on making sure we have adequate installation and introductory level documentation freely available. At this point, I would say we don't. The only place we have a well-documented "out of the box" experience today is with the hardware we sell, for which quick start guides are available.

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          • E
            ember1205
            last edited by

            @cmb:

            Packages uninstall fine in general, the issues that were inherent in the old package system pre-2.1x were solved with the change to PBIs in 2.1 and newer.

            No matter what I tried, I could not figure out how to get Squid and SquidGuard to uninstall so that I could reinstall them. The system kept hanging. From what I could discern, it was likely related to some sort of dependency order or something. And, I can't tell whether the packages in pfSense have dependency checking or not (it seems, at first blush, that they do not since you can install squidguard without squid).

            @cmb:

            That's the nature of anything with a project that's existed for a decade. Our own sites should do a better job there in either clearly marking outdated content (talking doc.pfsense.org largely), or maybe just removing things that aren't current. Some of it just needs some updates. It's an ongoing work in progress, something I'm working on right now actually.

            I'm working on making sure we have adequate installation and introductory level documentation freely available. At this point, I would say we don't. The only place we have a well-documented "out of the box" experience today is with the hardware we sell, for which quick start guides are available.

            Quite honestly, I would expect that a lot more categorization and such of docs would be in place with a project that's been around for ten years. And, maybe the big gap is that docs and such simply aren't broken down into version-specific areas. While general installation information seems "good enough", it leaves a user with only basic functionality if there isn't any reference information to validate how to enable the additional functions properly. Maybe instead of selling a book to understand how to use the product, certain features should be licensed. Software license revenue is repeating, item sales are singular. Personally, I'm unlikely to buy a book in order to use a product when there are plenty of competing products that don't require me to buy a book.

            I have 20 years of experience with Linux and Unix systems of all kinds. I'm not terribly interested in "reverse engineering" the processes that are used in pfSense so that I can understand how to locate configuration files, control scripts / daemons, logs, and the like. If I can't quickly find the information on line of things like how to install and configure a package like squidguard, I'll move on to the next product out there. And, at this point, I'm leaning very heavily toward just going back to a custom, slim OpenSUSE install with Squid, SquidGuard, transparent proxying, iptables firewalling, and wondershaper. It covers 85% of what I want, and 100% of what I need. One of the things I "want" is a purpose-built distro that focuses on home firewalling and content control to keep the kids safe. That way, I don't have to worry about maintaining individual packages for the different pieces.

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            • K
              kejianshi
              last edited by

              Now that we have gotten past understanding that you are annoyed with documentation…

              What are you trying to accomplish and what isn't working?

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              • E
                ember1205
                last edited by

                @kejianshi:

                Now that we have gotten past understanding that you are annoyed with documentation…

                What are you trying to accomplish and what isn't working?

                How do I configure Captive Portal? What packages are required? What additional systems might be required?

                How do I install and configure Squid in conjunction with SquidGuard? What versions work properly together? Can I leverage any of the black lists that are out there for either in conjunction with the basic configuration?

                How do I configure QoS to reserve bandwidth for VoIP services?

                How can I configure pfSense to only allow my proxy server to access the Internet (except for HTTPS/SSL - 443)?

                How do I configure reverse proxy for web content that I server from different internal servers?

                How do I disable SSL3 and require TLS 1.0 instead?

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                • K
                  kejianshi
                  last edited by

                  If you take those questions and post them in a new thread, I bet they will all be answered with either a new reply or a link to an existing thread that outlines it.

                  All the things you have asked about have been answered many times over, so I'm sure you will get a relevant reply quickly.

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                  • E
                    ember1205
                    last edited by

                    @kejianshi:

                    If you take those questions and post them in a new thread, I bet they will all be answered with either a new reply or a link to an existing thread that outlines it.

                    All the things you have asked about have been answered many times over, so I'm sure you will get a relevant reply quickly.

                    I've looked.. Anything existing that I've found deals with prior versions, isn't solved, or is part of a larger total installation (where Squid is being used only because it's required by additional items like Diladele).

                    Further, I -have- posted looking for help and haven't gotten what I've requested. That isn't to say that I have gotten decent comments and such, but no one has been able to actually answer my questions.

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                    • DerelictD
                      Derelict LAYER 8 Netgate
                      last edited by

                      So now all you're going to do is whine?

                      Chattanooga, Tennessee, USA
                      A comprehensive network diagram is worth 10,000 words and 15 conference calls.
                      DO NOT set a source address/port in a port forward or firewall rule unless you KNOW you need it!
                      Do Not Chat For Help! NO_WAN_EGRESS(TM)

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                      • KOMK
                        KOM
                        last edited by

                        So now all you're going to do is whine?

                        I think he's trying to volunteer to help update the docs.

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                        • E
                          ember1205
                          last edited by

                          @Derelict:

                          So now all you're going to do is whine?

                          I'm not whining at all. I'm pointing out that there's a massive gap between the documentation and the product. I'd be happy to try and help close that, even if it were just a little bit, if anyone at all out there could point me to some legitimate, accurate documentation for 2.1.5.

                          But, if you prefer to take it as whining, maybe you'd like to fix the docs instead?

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                          • DerelictD
                            Derelict LAYER 8 Netgate
                            last edited by

                            legitimate, accurate documentation for 2.1.5.

                            You know there's a book right?

                            It is not uncommon to charge a pretty penny for a fantastic book on an open source project.  Exim is one such example.  Yes, online docs exist.  The book is better.  pfSense is another, though the printed version will probably be cheaper than a Gold subscription.  (Zero affiliation other than being a gold member, btw.)

                            What you're proposing is a catch22 - point me at the legitimate, accurate documentation for 2.1.5 so I can help create legitimate, accurate documentation for 2.1.5.  If the documentation existed to your liking, you would have nothing to do.

                            I'm not whining at all.

                            "Further, I -have- posted looking for help and haven't gotten what I've requested."

                            "But I was going into Tosche Station to pick up some power converters!"

                            But, if you prefer to take it as whining, maybe you'd like to fix the docs instead?

                            I don't find them as deficient as you do.  Captive Portal is not hard to configure, for example.  The tone of this entire thread has left me with zero desire to help you.  Maybe the threads you say you started asking all these unanswered questions had the same effect on others.  Considering your litany of questions, it seems $99 for the book would be well worth the money.

                            Chattanooga, Tennessee, USA
                            A comprehensive network diagram is worth 10,000 words and 15 conference calls.
                            DO NOT set a source address/port in a port forward or firewall rule unless you KNOW you need it!
                            Do Not Chat For Help! NO_WAN_EGRESS(TM)

                            1 Reply Last reply Reply Quote 0
                            • stephenw10S
                              stephenw10 Netgate Administrator
                              last edited by

                              To be fair the book is not really an option for someone experimenting with various router/firewall projects. The fact that Chris has said he is releasing the introduction and installation chapters for free should significantly address this.

                              Steve

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                              • E
                                ember1205
                                last edited by

                                @Derelict:

                                "But I was going into Tosche Station to pick up some power converters!"

                                What?

                                Your "assistance" is exactly the sort of help I've been getting all through here. You haven't read the whole post (or you didn't bother to take the time to understand it) and you're just throwing out the same knee-jerk reaction you give to everyone know that "whines" that the docs are poor.

                                On line docs are good and the book is better. I'm all for that. Where's the on line docs? They're essentially non-existent for 2.1.5. The fact that everyone keeps referring to the book as "the" source for docs reconfirms this.

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                                • E
                                  ember1205
                                  last edited by

                                  @stephenw10:

                                  To be fair the book is not really an option for someone experimenting with various router/firewall projects. The fact that Chris has said he is releasing the introduction and installation chapters for free should significantly address this.

                                  Steve

                                  Steve,

                                  This is very true. I want to understand this project before I commit to it all around. The fact that I can't accurately set up my instance of pfSense to test the things that are important to me pushes this project way down to the bottom of the list of contenders. And, the fact that I'm -still- here trying to get help should demonstrate that I really do want to try it.

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                                  • K
                                    kejianshi
                                    last edited by

                                    See if any of this answers some of your questions.

                                    https://www.youtube.com/channel/UCrLC48qoJygdQOmgzmYVKBg/videos

                                    https://www.youtube.com/watch?v=czU56xmJAmE

                                    http://pfsensesetup.com/web-filtering-with-squidguard-part-one/

                                    https://www.youtube.com/watch?v=s6BDVzTcAnw

                                    https://doc.pfsense.org/index.php/Traffic_Shaping_Guide

                                    https://www.youtube.com/watch?v=xUnJs5XP1y0

                                    http://pfsensesetup.com/qos-management-using-the-traffic-shaper-wizard/

                                    http://blogs.technet.com/b/nexthop/archive/2014/04/07/configuring-pfsense-as-a-reverse-proxy-for-lync-web-services.aspx

                                    http://pfsensesetup.com/reverse-proxy-services-with-varnish-part-one/

                                    https://forum.pfsense.org/index.php?topic=82914.0

                                    http://www.astiostech.com/blog/?p=100

                                    Not complete list - I'm sure there is more.

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                                    • DerelictD
                                      Derelict LAYER 8 Netgate
                                      last edited by

                                      @ember1205:

                                      Where's the on line docs? They're essentially non-existent for 2.1.5. The fact that everyone keeps referring to the book as "the" source for docs reconfirms this.

                                      It is, after all, called "The Definitive Guide."

                                      You have, today, the documentation you have, not the documentation you want.  That is not going to change today.  Certain deficiencies have been acknowledged by those in the best position to correct them.  I don't know what else you want.  Post a thread, ask your question.  Don't use 2.1.5 in your searches, use 2.1.

                                      Chattanooga, Tennessee, USA
                                      A comprehensive network diagram is worth 10,000 words and 15 conference calls.
                                      DO NOT set a source address/port in a port forward or firewall rule unless you KNOW you need it!
                                      Do Not Chat For Help! NO_WAN_EGRESS(TM)

                                      1 Reply Last reply Reply Quote 0
                                      • E
                                        ember1205
                                        last edited by

                                        kejianshi

                                        Thank you for posting some links. I don't understand why there were links to POODLE discussions… ???

                                        As far as answering questions, yes... The answer is: There are no good docs available for 2.1.5 that a new user has access to for testing purposes. I don't watch videos for help with installations, and all of the other "docs" were outdated and/or don't actually take you through the process of package installation (this is the single biggest issue I have with Squid and SquidGuard).

                                        So, I guess it's settled for me... Back to an OpenSUSE build with manual installation and configuration of all of the packages. It will take me longer, but it's 100% rock solid and is something that I've been doing for almost a decade. So, I won't be learning a new system after all.

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                                        • K
                                          kejianshi
                                          last edited by

                                          Poodle - because poodle is an ssl3 issue and the cure is to use tls?

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                                          • stephenw10S
                                            stephenw10 Netgate Administrator
                                            last edited by

                                            I'm sorry things turned out like this for you.
                                            I have a feeling that much of this (and no doubt similar experiences other have) is down to managing expectations. pfSense has a very wide user base. It is used by networking noobs as well as seasoned firewall professionals. It can be used in place of the cheapest SOHO router or an incredibly expensive commercial firewall product. Depending where you are coming from on that spectrum your expectations are going to vary massively. Personally I came from Smoothwall via IPCop and don't remember having much difficulty getting pfSense going or struggling to find the documentation to do so. Of course as I said earlier it's hard to remember not knowing something after you become sufficiently familiar with it.  ;)

                                            I don't think anyone here would disagree that improving/updating the docs would be a good thing.

                                            Steve

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