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htmlpurifier/docs/enduser-utf8.html
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<?xml version="1.0" encoding="UTF-8"?>
<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Strict//EN"
"http://www.w3.org/TR/xhtml1/DTD/xhtml1-strict.dtd">
<html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en"><head>
<meta http-equiv="Content-Type" content="text/html; charset=UTF-8" />
<meta name="description" content="Describes the rationale for using UTF-8, the ramifications otherwise, and how to make the switch." />
<link rel="stylesheet" type="text/css" href="./style.css" />
<script defer="defer" type="text/javascript" src="./toc-gen.js"></script>
<style type="text/css">
.minor td {font-style:italic;}
</style>
<title>UTF-8 - HTML Purifier</title>
<!-- Note to users: this document, though professing to be UTF-8, attempts
to use only ASCII characters, because most webservers are configured
to send HTML as ISO-8859-1 -->
</head><body>
<h1>UTF-8</h1>
<div id="filing">Filed under End-User</div>
<div id="index">Return to the <a href="index.html">index</a>.</div>
<p>Character encoding and character sets, in truth, are not that
difficult to understand. But if you don't understand them, you are going
to be caught by surprise by some of HTML Purifier's behavior, namely
the fact that it operates UTF-8 or the limitations of the character
encoding transformations it does. This document will walk you through
determining the encoding of your system and how you should handle
this information. It will stay away from excessive discussion on
the internals of character encoding, but offer the information in
asides that can easily be skipped.</p>
<blockquote class="aside">
<div class="label">Asides</div>
<p>Text in this formatting is an <strong>aside</strong>,
interesting tidbits for the curious but not strictly necessary material to
do the tutorial. If you read this text, you'll come out
with a greater understanding of the underlying issues.</p>
</blockquote>
<h2 id="findcharset">Finding the real encoding</h2>
<p>In the beginning, there was ASCII, and things were simple. But they
weren't good, for no one could write in Cryllic or Thai. So there
exploded a proliferation of character encodings to remedy the problem
by extending the characters ASCII could express. This ridiculously
simplified version of the history of character encodings shows us that
there are now many character encodings floating around.</p>
<blockquote class="aside">
<p>A <strong>character encoding</strong> tells the computer how to
interpret raw zeroes and ones into real characters. It
usually does this by pairing numbers with characters.</p>
<p>There are many different types of character encodings floating
around, but the ones we deal most frequently with are ASCII,
8-bit encodings, and Unicode-based encodings.</p>
<ul>
<li><strong>ASCII</strong> is a 7-bit encoding based on the
English alphabet.</li>
<li><strong>8-bit encodings</strong> are extensions to ASCII
that add a potpourri of useful, non-standard characters
like &eacute; and &aelig;. They can only add 127 characters,
so usually only support one script at a time. When you
see a page on the web, chances are it's encoded in one
of these encodings.</li>
<li><strong>Unicode-based encodings</strong> implement the
Unicode standard and include UTF-8, UCS-2 and UTF-16.
They go beyond 8-bits (the first two are variable length,
while the second one uses 16-bits), and support almost
every language in the world. UTF-8 is gaining traction
as the dominant international encoding of the web.</li>
</ul>
</blockquote>
<p>The first step of our journey is to find out what the encoding of
<em>insert-application-here</em> is. The most reliable way is to ask your
browser:</p>
<dl>
<dt>Mozilla Firefox</dt>
<dd>Tools &gt; Page Info: Encoding</dd>
<dt>Internet Explorer</dt>
<dd>View &gt; Encoding: bulleted item is unofficial name</dd>
</dl>
<p>Internet Explorer won't give you the mime (i.e. useful/real) name of the
character encoding, so you'll have to look it up using their description.
Some common ones:</p>
<table class="table">
<thead><tr>
<th>IE's Description</th>
<th>Mime Name</th>
</tr></thead>
<tbody>
<tr><th colspan="2">Windows</th></tr>
<tr><td>Arabic (Windows)</td><td>Windows-1256</td></tr>
<tr><td>Baltic (Windows)</td><td>Windows-1257</td></tr>
<tr><td>Central European (Windows)</td><td>Windows-1250</td></tr>
<tr><td>Cyrillic (Windows)</td><td>Windows-1251</td></tr>
<tr><td>Greek (Windows)</td><td>Windows-1253</td></tr>
<tr><td>Hebrew (Windows)</td><td>Windows-1255</td></tr>
<tr><td>Thai (Windows)</td><td>TIS-620</td></tr>
<tr><td>Turkish (Windows)</td><td>Windows-1254</td></tr>
<tr><td>Vietnamese (Windows)</td><td>Windows-1258</td></tr>
<tr><td>Western European (Windows)</td><td>Windows-1252</td></tr>
</tbody>
<tbody>
<tr><th colspan="2">ISO</th></tr>
<tr><td>Arabic (ISO)</td><td>ISO-8859-6</td></tr>
<tr><td>Baltic (ISO)</td><td>ISO-8859-4</td></tr>
<tr><td>Central European (ISO)</td><td>ISO-8859-2</td></tr>
<tr><td>Cyrillic (ISO)</td><td>ISO-8859-5</td></tr>
<tr class="minor"><td>Estonian (ISO)</td><td>ISO-8859-13</td></tr>
<tr class="minor"><td>Greek (ISO)</td><td>ISO-8859-7</td></tr>
<tr><td>Hebrew (ISO-Logical)</td><td>ISO-8859-8-l</td></tr>
<tr><td>Hebrew (ISO-Visual)</td><td>ISO-8859-8</td></tr>
<tr class="minor"><td>Latin 9 (ISO)</td><td>ISO-8859-15</td></tr>
<tr class="minor"><td>Turkish (ISO)</td><td>ISO-8859-9</td></tr>
<tr><td>Western European (ISO)</td><td>ISO-8859-1</td></tr>
</tbody>
<tbody>
<tr><th colspan="2">Other</th></tr>
<tr><td>Chinese Simplified (GB18030)</td><td>GB18030</td></tr>
<tr><td>Chinese Simplified (GB2312)</td><td>GB2312</td></tr>
<tr><td>Chinese Simplified (HZ)</td><td>HZ</td></tr>
<tr><td>Chinese Traditional (Big5)</td><td>Big5</td></tr>
<tr><td>Japanese (Shift-JIS)</td><td>Shift_JIS</td></tr>
<tr><td>Japanese (EUC)</td><td>EUC-JP</td></tr>
<tr><td>Korean</td><td>EUC-KR</td></tr>
<tr><td>Unicode (UTF-8)</td><td>UTF-8</td></tr>
</tbody>
</table>
<p>Internet Explorer does not recognize some of the more obscure
character encodings, and having to lookup the real names with a table
is a pain, so I recommend using Mozilla Firefox to find out your
character encoding.</p>
<h2 id="findmetacharset">Finding the embedded encoding</h2>
<p>At this point, you may be asking, &quot;Didn't we already find out our
encoding?&quot; Well, as it turns out, there are multiple places where
a web developer can specify a character encoding, and one such place
is in a <code>META</code> tag:</p>
<pre>&lt;meta http-equiv=&quot;Content-Type&quot; content=&quot;text/html; charset=UTF-8&quot; /&gt;</pre>
<p>You'll find this in the <code>HEAD</code> section of an HTML document.
The text to the right of <code>charset=</code> is the &quot;claimed&quot;
encoding: the HTML claims to be this encoding, but whether or not this
is actually the case depends on other factors. For now, take note
if your <code>META</code> tag claims that either:</p>
<ol>
<li>The character encoding is the same as the one reported by the
browser,</li>
<li>The character encoding is different from the browser's, or</li>
<li>There is no <code>META</code> tag at all! (horror, horror!)</li>
</ol>
<h2 id="fixcharset">Fixing the encoding</h2>
<p>If your <code>META</code> encoding and your real encoding match,
savvy! You can skip this section. If they don't...</p>
<h3 id="fixcharset-none">No embedded encoding</h3>
<p>If this is the case, you'll want to add in the appropriate
<code>META</code> tag to your website. It's as simple as copy-pasting
the code snippet above and replacing UTF-8 with whatever is the mime name
of your real encoding.</p>
<blockquote class="aside">
<p>For all those skeptics out there, there is a very good reason
why the character encoding should be explicitly stated. When the
browser isn't told what the character encoding of a text is, it
has to guess: and sometimes the guess is wrong. Hackers can manipulate
this guess in order to slip XSS pass filters and then fool the
browser into executing it as active code. A great example of this
is the <a href="http://shiflett.org/archive/177">Google UTF-7
exploit</a>.</p>
<p>You might be able to get away with not specifying a character
encoding with the <code>META</code> tag as long as your webserver
sends the right Content-Type header, but why risk it? Besides, if
the user downloads the HTML file, there is no longer any webserver
to define the character encoding.</p>
</blockquote>
<h3 id="fixcharset-diff">Embedded encoding disagrees</h3>
<p>This is an extremely common mistake: another source is telling
the browser what the
character encoding is and is overriding the embedded encoding. This
source usually is the Content-Type HTTP header that the webserver (i.e.
Apache) sends. A usual Content-Type header sent with a page might
look like this:</p>
<pre>Content-Type: text/html; charset=ISO-8859-1</pre>
<p>Notice how there is a charset parameter: this is the webserver's
way of telling a browser what the character encoding is, much like
the <code>META</code> tags we touched upon previously.</p>
<blockquote class="aside"><p>In fact, the <code>META</code> tag is
designed as a substitute for the HTTP header for contexts where
sending headers is impossible (such as locally stored files without
a webserver). Thus the name <code>http-equiv</code> (HTTP equivalent).
</p></blockquote>
<p>There are two ways to go about fixing this: changing the <code>META</code>
tag to match the HTTP header, or changing the HTTP header to match
the <code>META</code> tag. How do we know which to do? It depends
on the website's content: after all, headers and tags are only ways of
describing the actual characters on the web page.</p>
<p>If your website:</p>
<dl>
<dt>...only uses ASCII characters,</dt>
<dd>Either way is fine, but I recommend switching both to
UTF-8 (more on this later).</dd>
<dt>...uses special characters, and they display
properly,</dt>
<dd>Change the embedded encoding to the server encoding.</dd>
<dt>...uses special characters, but users often complain that
they come out garbled,</dt>
<dd>Change the server encoding to the embedded encoding.</dd>
</dl>
<p>Changing a META tag is easy: just swap out the old encoding
for the new. Changing the server (HTTP header) encoding, however,
is slightly more difficult.</p>
<h3 id="fixcharset-server">Changing the server encoding</h3>
<h4 id="fixcharset-server-php">PHP header() function</h4>
<p>The simplest way to handle this problem is to send the encoding
yourself, via your programming language. Since you're using HTML
Purifier, I'll assume PHP, although it's not too difficult to do
similar things in
<a href="http://www.w3.org/International/O-HTTP-charset#scripting">other
languages</a>. The appropriate code is:</p>
<pre><a href="http://php.net/header">header</a>('Content-Type:text/html; charset=UTF-8');</pre>
<p>...replacing UTF-8 with whatever your embedded encoding is.
This code must come before any output, so be careful about
stray whitespace in your application.</p>
<h4 id="fixcharset-server-nophp">Non-PHP</h4>
<p>You may, for whatever reason, may need to set the character encoding
on non-PHP files, usually plain ol' HTML files. Doing this
is more of a hit-or-miss process: depending on the software being
used as a webserver and the configuration of that software, certain
techniques may work, or may not work.</p>
<h4 id="fixcharset-server-htaccess">.htaccess</h4>
<p>On Apache, you can use an .htaccess file to change the character
encoding. I'll defer to
<a href="http://www.w3.org/International/questions/qa-htaccess-charset">W3C</a>
for the in-depth explanation, but it boils down to creating a file
named .htaccess with the contents:</p>
<pre><a href="http://httpd.apache.org/docs/1.3/mod/mod_mime.html#addcharset">AddCharset</a> UTF-8 .html</pre>
<p>Where UTF-8 is replaced with the character encoding you want to
use and .html is a file extension that this will be applied to. This
character encoding will then be set for any file directly in
or in the subdirectories of directory you place this file in.</p>
<p>If you're feeling particularly courageous, you can use:</p>
<pre><a href="http://httpd.apache.org/docs/1.3/mod/core.html#adddefaultcharset">AddDefaultCharset</a> UTF-8</pre>
<p>...which changes the character set Apache adds to any document that
doesn't have any Content-Type parameters. This directive, which the
default configuration file sets to iso-8859-1 for security
reasons, is probably why your headers mismatch
with the <code>META</code> tag. If you would prefer Apache not to be
butting in on your character encodings, you can tell it not
to send anything at all:</p>
<pre><a href="http://httpd.apache.org/docs/1.3/mod/core.html#adddefaultcharset">AddDefaultCharset</a> Off</pre>
<p>...making your <code>META</code> tags the sole source of
character encoding information. In these cases, it is
<em>especially</em> important to make sure you have valid <code>META</code>
tags on your pages and all the text before them is ASCII.</p>
<blockquote class="aside"><p>These directives can also be
placed in httpd.conf file for Apache, but
in most shared hosting situations you won't be able to edit this file.
</p></blockquote>
<h4 id="fixcharset-server-ext">File extensions</h4>
<p>If you're not allowed to use .htaccess files, you can often
piggy-back off of Apache's default AddCharset declarations to get
your files in the proper extension. Here are Apache's default
character set declarations:</p>
<table class="table">
<thead><tr>
<th>Charset</th>
<th>File extension(s)</th>
</tr></thead>
<tbody>
<tr><td>ISO-8859-1</td><td>.iso8859-1 .latin1</td></tr>
<tr><td>ISO-8859-2</td><td>.iso8859-2 .latin2 .cen</td></tr>
<tr><td>ISO-8859-3</td><td>.iso8859-3 .latin3</td></tr>
<tr><td>ISO-8859-4</td><td>.iso8859-4 .latin4</td></tr>
<tr><td>ISO-8859-5</td><td>.iso8859-5 .latin5 .cyr .iso-ru</td></tr>
<tr><td>ISO-8859-6</td><td>.iso8859-6 .latin6 .arb</td></tr>
<tr><td>ISO-8859-7</td><td>.iso8859-7 .latin7 .grk</td></tr>
<tr><td>ISO-8859-8</td><td>.iso8859-8 .latin8 .heb</td></tr>
<tr><td>ISO-8859-9</td><td>.iso8859-9 .latin9 .trk</td></tr>
<tr><td>ISO-2022-JP</td><td>.iso2022-jp .jis</td></tr>
<tr><td>ISO-2022-KR</td><td>.iso2022-kr .kis</td></tr>
<tr><td>ISO-2022-CN</td><td>.iso2022-cn .cis</td></tr>
<tr><td>Big5</td><td>.Big5 .big5 .b5</td></tr>
<tr><td>WINDOWS-1251</td><td>.cp-1251 .win-1251</td></tr>
<tr><td>CP866</td><td>.cp866</td></tr>
<tr><td>KOI8-r</td><td>.koi8-r .koi8-ru</td></tr>
<tr><td>KOI8-ru</td><td>.koi8-uk .ua</td></tr>
<tr><td>ISO-10646-UCS-2</td><td>.ucs2</td></tr>
<tr><td>ISO-10646-UCS-4</td><td>.ucs4</td></tr>
<tr><td>UTF-8</td><td>.utf8</td></tr>
<tr><td>GB2312</td><td>.gb2312 .gb </td></tr>
<tr><td>utf-7</td><td>.utf7</td></tr>
<tr><td>EUC-TW</td><td>.euc-tw</td></tr>
<tr><td>EUC-JP</td><td>.euc-jp</td></tr>
<tr><td>EUC-KR</td><td>.euc-kr</td></tr>
<tr><td>shift_jis</td><td>.sjis</td></tr>
</tbody>
</table>
<p>So, for example, a file named <code>page.utf8.html</code> or
<code>page.html.utf8</code> will probably be sent with the UTF-8 charset
attached, the difference being that if there is an
<code>AddCharset charset .html</code> declaration, it will override
the .utf8 extension in <code>page.utf8.html</code> (precedence moves
from right to left). By default, Apache has no such declaration.</p>
<h4 id="fixcharset-server-iis">Microsoft IIS</h4>
<p>If anyone can contribute information on how to configure Microsoft
IIS to change character encodings, I'd be grateful.</p>
<h3 id="fixcharset-xml">XML</h3>
<p><code>META</code> tags are the most common source of embedded
encodings, but they can also come from somewhere else: XML
processing instructions. They look like:</p>
<pre>&lt;?xml version=&quot;1.0&quot; encoding=&quot;UTF-8&quot;?&gt;</pre>
<p>...and are most often found in XML documents (including XHTML).</p>
<p>For XHTML, this processing instruction theoretically
overrides the <code>META</code> tag. In reality, this happens only when the
XHTML is actually served as legit XML and not HTML, which is almost
always never due to Internet Explorer's lack of support for
<code>application/xhtml+xml</code> (even though doing so is often
argued to be <a href="http://www.hixie.ch/advocacy/xhtml">good practice</a>).</p>
<p>For XML, however, this processing instruction is extremely important.
Since most webservers are not configured to send charsets for .xml files,
this is the only thing a parser has to go on. Furthermore, the default
for XML files is UTF-8, which often butts heads with more common
ISO-8859-1 encoding (you see this in garbled RSS feeds).</p>
<p>In short, if you use XHTML and have gone through the
trouble of adding the XML header, be sure to make sure it jives
with your <code>META</code> tags and HTTP headers.</p>
<h3>Inside the process</h3>
<p>This section is not required reading,
but may answer some of your questions on what's going on in all
this character encoding hocus pocus. If you're interested in
moving on to the next phase, skip this section.</p>
<p>A logical question that follows all of our wheeling and dealing
with multiple sources of character encodings is &quot;Why are there
so many options?&quot; To answer this question, we have to turn
back our definition of character encodings: they allow a program
to interpret bytes into human-readable characters.</p>
<p>Thus, a chicken-egg problem: a character encoding
is necessary to interpret the
text of a document. A <code>META</code> tag is in the text of a document.
The <code>META</code> tag gives the character encoding. How can we
determine the contents of a <code>META</code> tag, inside the text,
if we don't know it's character encoding? And how do we figure out
the character encoding, if we don't know the contents of the
<code>META</code> tag?</p>
<p>Fortunantely for us, the characters we need to write the
<code>META</code> are in ASCII, which is pretty much universal
over every character encoding that is in common use today. So,
all the web-browser has to do is parse all the way down until
it gets to the Content-Type tag, extract the character encoding
tag, then re-parse the document according to this new information.</p>
<p>Obviously this is complicated, so browsers prefer the simpler
and more efficient solution: get the character encoding from a
somewhere other than the document itself, i.e. the HTTP headers,
much to the chagrin of HTML authors who can't set these headers.</p>
<h2 id="whyutf8">Why UTF-8?</h2>
<p>So, you've gone through all the trouble of ensuring that...</p>
<blockquote class="aside"><p>Needs completion!</p></blockquote>
<h2 id="externallinks">Further Reading</h2>
<p>Many other developers have already discussed the subject of Unicode,
UTF-8 and internationalization, and I would like to defer to them for
a more in-depth look into character sets and encodings.</p>
<ul>
<li><a href="http://www.joelonsoftware.com/articles/Unicode.html">
The Absolute Minimum Every Software Developer Absolutely,
Positively Must Know About Unicode and Character Sets
(No Excuses!)</a> by Joel Spolsky, provides a <em>very</em>
good high-level look at Unicode and character sets in general.</li>
<li><a href="http://en.wikipedia.org/wiki/UTF-8">UTF-8 on Wikipedia</a>,
provides a lot of useful details into the innards of UTF-8, although
it may be a little off-putting to people who don't know much
about Unicode to begin with.</li>
<li><a href="http://ppewww.physics.gla.ac.uk/~flavell/charset/form-i18n.html">
<code>FORM</code> submission and i18n</a> by A.J. Flavell,
discusses the pitfalls of attempting to create an internationalized
application without using UTF-8.</li>
</ul>
</body>
</html>