Mercurial > p > roundup > code
annotate doc/installation.txt @ 2958:1ae91c2fa5fe
merge from maint-0-7
| author | Richard Jones <richard@users.sourceforge.net> |
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| date | Thu, 25 Nov 2004 22:17:04 +0000 |
| parents | 98efa80f0f90 |
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1 ================== |
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2 Installing Roundup |
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3 ================== |
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4 |
| 2409 | 5 :Version: 1.76 |
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7 .. contents:: |
| 2409 | 8 :depth: 2 |
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9 |
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10 |
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11 Overview |
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12 ======== |
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13 |
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14 Broken out separately, there are several conceptual pieces to a |
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15 Roundup installation: |
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16 |
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17 Roundup trackers |
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18 Trackers consist of issues (be they bug reports or otherwise), tracker |
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19 configuration file(s), web HTML files etc. Roundup trackers are initialised |
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20 with a "Template" which defines the fields usable/assignable on a |
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21 per-issue basis. Descriptions of the provided templates are given in |
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22 `choosing your template`_. |
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23 |
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24 Roundup support code |
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25 Installed into your Python install's lib directory |
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26 |
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27 Roundup scripts |
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28 These include the email gateway, the roundup |
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29 HTTP server, the roundup administration command-line interface, etc. |
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30 |
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31 |
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32 Prerequisites |
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33 ============= |
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34 |
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35 Roundup requires Python 2.1.3 or newer with a functioning anydbm |
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36 module. Download the latest version from http://www.python.org/. |
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37 It is highly recommended that users install the latest patch version |
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38 of python as these contain many fixes to serious bugs. |
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39 |
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40 If you're on windows, you will either need to be using the ActiveState python |
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41 distribution (at http://www.activestate.com/Products/ActivePython/), or you'll |
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42 have to install the win32all package separately (get it from |
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43 http://starship.python.net/crew/mhammond/win32/). |
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44 |
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45 Non-Python2.3 users may need to `install the "CSV" module`_. |
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46 |
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47 Install the "CSV" module |
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48 ------------------------ |
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49 |
| 2409 | 50 .. hint:: |
| 51 CSV stands for Comma-Separated-Value. These files are used by all | |
| 52 manner of programs (eg. spreadsheets) to exchange data. | |
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53 |
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54 The "CSV" module is required if you wish to import or export data in the |
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55 tracker, or if you wish to use the online generic class editing facility. |
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56 |
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57 If you're using a version of Python older than 2.3, then you will need to |
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58 install the "CSV" module from `Object Craft`_. Users of Python2.3 and later |
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59 don't need to. If you have a C compiler installed, then download the source |
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60 and follow their installation instructions (simply ``python setup.py |
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61 install``.) |
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62 |
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63 If you're on Windows and don't have a C compiler, then you'll need to |
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64 download the pre-compiled ``csv.pyd`` file and install it. To install, just |
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65 copy it to your Python installation in the ``lib\site-packages`` directory. |
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66 For Python 2.2, this would be:: |
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67 |
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68 c:\python22\lib\site-packages |
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69 |
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70 Once the CSV module is installed, you *must* restart roundup-server if it |
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71 is already running, or the new module won't be detected. |
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72 |
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73 If you're on some other platform and don't have a C compiler, you'll need |
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74 to ask for help on the roundup-users mailing list. |
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75 |
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76 .. _`Object Craft`: http://object-craft.com.au/ |
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77 |
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78 |
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79 Getting Roundup |
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80 =============== |
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81 |
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82 .. note:: |
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83 Some systems, such as Debian and NetBSD, already have Roundup |
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84 installed. Try running the command "roundup-admin" with no arguments, |
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85 and if it runs you may skip the `Basic Installation Steps`_ |
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86 below and go straight to `configuring your first tracker`_. |
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87 |
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88 Download the latest version from http://roundup.sf.net/. |
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89 |
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90 If you're using WinZIP's "classic" interface, make sure the "Use |
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91 folder names" check box is checked before you extract the files. |
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92 |
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93 Testing your Python |
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94 ------------------- |
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95 |
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97 The ``run_tests.py`` script is packaged in Roundup's source distribution |
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98 - users of the Windows installer, other binary distributions or |
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99 pre-installed Roundup will need to download the source to use it. |
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101 Once you've unpacked roundup's source, run ``python run_tests.py`` in the |
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102 source directory and make sure there are no errors. If there are errors, |
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103 please let us know! |
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104 |
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105 If the above fails, you may be using the wrong version of python. Try |
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106 ``python2 run_tests.py``. If that works, you will need to substitute |
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107 ``python2`` for ``python`` in all further commands you use in relation to |
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108 Roundup -- from installation and scripts. |
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109 |
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110 |
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111 For The Really Impatient |
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112 ======================== |
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113 |
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114 .. note:: |
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115 The ``demo.py`` script is packaged in Roundup's source distribution - |
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116 users of the Windows installer, other binary distributions or |
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117 pre-installed Roundup will need to download the source to use it. |
| 2401 | 118 |
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119 If you just want to give Roundup a whirl Right Now, then simply run |
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120 ``python demo.py``. This will set up a simple demo tracker on your |
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121 machine. When it's done, it'll print out a URL to point your web browser |
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122 at so you may start playing. Three users will be set up: |
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123 |
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124 1. anonymous - the "default" user with permission to do very little |
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125 2. demo (password "demo") - a normal user who may create issues |
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126 3. admin (password "admin") - an administrative user who has complete |
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127 access to the tracker |
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128 |
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129 |
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130 Installation |
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131 ============ |
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132 |
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133 Set aside 15-30 minutes. Please make sure you're using a supported version of |
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134 Python -- see `testing your python`_. There's several steps to follow in your |
| 1228 | 135 installation: |
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137 1. `basic installation steps`_ if Roundup is not installed on your system |
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138 2. `configuring your first tracker`_ that all installers must follow |
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139 3. then optionally `configure a web interface`_ |
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140 4. and optionally `configure an email interface`_ |
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141 5. `UNIX environment steps`_ to take if you're installing on a shared |
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142 UNIX machine and want to restrict local access to roundup |
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143 6. `additional language codecs`_ |
| 1049 | 144 |
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145 For information about how Roundup installs, see the `administration |
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146 guide`_. |
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147 |
| 1049 | 148 |
| 149 Basic Installation Steps | |
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150 ------------------------ |
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151 |
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152 To install the Roundup support code into your Python tree and |
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153 Roundup scripts into /usr/local/bin (substitute that path for whatever is |
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154 appropriate on your system). You need to have write permissions |
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155 for these locations, eg. being root on unix:: |
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156 |
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157 python setup.py install |
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158 |
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159 If you would like to place the Roundup scripts in a directory other |
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160 than ``/usr/local/bin``, then specify the preferred location with |
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161 ``--install-script``. For example, to install them in |
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162 ``/opt/roundup/bin``:: |
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163 |
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164 python setup.py install --install-scripts=/opt/roundup/bin |
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165 |
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166 You can also use the ``--prefix`` option to use a completely different |
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167 base directory, if you do not want to use administrator rights. If you |
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168 choose to do this, you may have to change Python's search path (sys.path) |
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169 yourself. |
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170 |
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171 |
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172 Configuring your first tracker |
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173 ------------------------------ |
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174 |
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175 1. To create a Roundup tracker (necessary to do before you can |
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176 use the software in any real fashion), you need to set up a "tracker |
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177 home": |
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178 |
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179 a. (Optional) If you intend to keep your roundup trackers |
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180 under one top level directory which does not exist yet, |
| 1228 | 181 you should create that directory now. Example:: |
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182 |
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183 mkdir /opt/roundup/trackers |
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184 |
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185 b. Either add the Roundup script location to your ``PATH`` |
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186 environment variable or specify the full path to |
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187 the command in the next step. |
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188 |
| 1228 | 189 c. Install a new tracker with the command ``roundup-admin install``. |
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190 You will be asked a series of questions. Descriptions of the provided |
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191 templates can be found in `choosing your template`_ below. Descriptions |
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192 of the available backends can be found in `choosing your backend`_ |
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193 below. The questions will be something like (you may have more |
| 1228 | 194 templates or backends available):: |
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195 |
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196 Enter tracker home: /opt/roundup/trackers/support |
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197 Templates: classic |
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198 Select template [classic]: classic |
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199 Back ends: anydbm, mysql, sqlite |
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200 Select backend [anydbm]: anydbm |
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201 |
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202 Note: "Back ends" selection list depends on availability of |
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203 third-party database modules. Standard python distribution |
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204 includes anydbm module only. |
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205 |
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206 The "support" part of the tracker name can be anything you want - it |
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207 is going to be used as the directory that the tracker information |
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208 will be stored in. |
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209 |
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210 You will now be directed to edit the tracker configuration and |
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211 initial schema. At a minimum, you must set ``MAILHOST``, |
| 2409 | 212 ``TRACKER_WEB``, ``MAIL_DOMAIN`` and ``ADMIN_EMAIL``. The |
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213 configuration file uses Python syntax, so almost every value must be |
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214 ``'quoted'`` using single or double quotes. If you get stuck, and get |
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215 configuration file errors, then see the `tracker configuration`_ section |
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216 of the `customisation documentation`_. |
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217 |
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218 If you just want to get set up to test things quickly (and follow |
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219 the instructions in step 3 below), you can even just set the |
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220 TRACKER_WEB variable to:: |
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221 |
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222 TRACKER_WEB = 'http://localhost:8080/support/' |
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223 |
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224 The URL *must* end in a '/', or your web interface *will not work*. |
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225 See `Customising Roundup`_ for details on configuration and schema |
| 2409 | 226 changes. You may change any of the configuration after |
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227 you've initialised the tracker - it's just better to have valid values |
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228 for this stuff now. |
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229 |
| 1228 | 230 d. Initialise the tracker database with ``roundup-admin initialise``. |
| 231 You will need to supply an admin password at this step. You will be | |
| 232 prompted:: | |
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233 |
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234 Admin Password: |
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235 Confirm: |
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236 |
| 2401 | 237 Note: running this command will *destroy any existing data in the |
| 238 database*. In the case of MySQL and PostgreSQL, any exsting database | |
| 239 will be dropped and re-created. | |
| 240 | |
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241 Once this is done, the tracker has been created. |
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242 |
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243 2. At this point, your tracker is set up, but doesn't have a nice user |
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244 interface. To set that up, we need to `configure a web interface`_ and |
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245 optionally `configure an email interface`_. If you want to try your |
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246 new tracker out, assuming ``TRACKER_WEB`` is set to |
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247 ``'http://localhost:8080/support/'``, run:: |
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248 |
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249 roundup-server support=/opt/roundup/trackers/support |
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250 |
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251 then direct your web browser at: |
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252 |
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253 http://localhost:8080/support/ |
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254 |
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255 and you should see the tracker interface. |
| 1049 | 256 |
| 257 | |
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258 Choosing Your Template |
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259 ---------------------- |
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260 |
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261 Classic Template |
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262 ~~~~~~~~~~~~~~~~ |
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263 |
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264 The classic template is the one defined in the `Roundup Specification`_. It |
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265 holds issues which have priorities and statuses. Each issue may also have a |
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266 set of messages which are disseminated to the issue's list of nosy users. |
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267 |
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268 Minimal Template |
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269 ~~~~~~~~~~~~~~~~ |
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270 |
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271 The minimal template has the minimum setup required for a tracker |
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272 installation. That is, it has the configuration files, defines a user database |
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273 and the basic HTML interface to that. It's a completely clean slate for you to |
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274 create your tracker on. |
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275 |
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276 |
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277 Choosing Your Backend |
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278 --------------------- |
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279 |
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280 The actual storage of Roundup tracker information is handled by backends. |
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281 There's several to choose from, each with benefits and limitations: |
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282 |
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283 ========== =========== ===== ============================== |
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284 Name Speed Users Support |
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285 ========== =========== ===== ============================== |
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286 anydbm Slowest Few Always available |
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287 sqlite Fastest(*) Few Needs install (PySQLite_) |
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288 metakit Fastest(*) Few Needs install (metakit_) |
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289 postgresql Fast Many Needs install/admin (psycopg_) |
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290 mysql Fast Many Needs install/admin (MySQLdb_) |
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291 ========== =========== ===== ============================== |
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292 |
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293 **sqlite** and **metakit** |
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294 These use the embedded database engines PySQLite_ and metakit_ to provide |
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295 very fast backends. They are not suitable for trackers which will have |
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296 many simultaneous users, but require much less installation and |
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297 maintenance effort than more scalable postgresql and mysql backends. |
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298 If you are choosing from these two, please select sqlite. |
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299 **postgresql** |
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300 Backend for popular RDBMS PostgreSQL. You must read doc/postgresql.txt for |
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301 additional installation steps and requirements. You must also configure |
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302 the ``rdbms`` section of your tracker's ``config.ini`` |
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303 **mysql** |
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304 Backend for popular RDBMS MySQL. You must read doc/mysql.txt for additional |
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305 installation steps and requirements. You must also configure the ``rdbms`` |
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306 section of your tracker's ``config.ini`` |
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307 |
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308 You may defer your decision by setting your tracker up with the anydbm |
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309 backend (which is guaranteed to be available) and switching to one of the |
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310 other backends at any time using the instructions in the `administration |
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311 guide`_. |
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312 |
| 2401 | 313 Regardless of which backend you choose, Roundup will attempt to initialise |
| 314 a new database for you when you run the roundup-admin "initialise" command. | |
| 315 In the case of MySQL and PostgreSQL you will need to have the appropriate | |
| 316 privileges to create databases. | |
| 317 | |
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318 |
| 1228 | 319 Configure a Web Interface |
| 320 ------------------------- | |
| 321 | |
| 322 There are three web interfaces to choose from: | |
| 323 | |
| 324 1. `web server cgi-bin`_ | |
| 325 2. `stand-alone web server`_ | |
| 326 3. `Zope product - ZRoundup`_ | |
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327 4. `Apache HTTP Server with mod_python`_ |
| 1228 | 328 |
| 329 You may need to give the web server user permission to access the tracker home | |
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330 - see the `UNIX environment steps`_ for information. You may also need to |
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331 configure your system in some way - see `platform-specific notes`_. |
| 1228 | 332 |
| 333 | |
| 334 Web Server cgi-bin | |
| 335 ~~~~~~~~~~~~~~~~~~ | |
| 336 | |
| 337 A benefit of using the cgi-bin approach is that it's the easiest way to | |
| 338 restrict access to your tracker to only use HTTPS. Access will be slower | |
| 339 than through the `stand-alone web server`_ though. | |
| 340 | |
| 2409 | 341 If your Python isn't install as "python" then you'll need to edit |
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342 the ``roundup.cgi`` script to fix the first line. |
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343 |
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344 If you're using IIS on a Windows platform, you'll need to run this command |
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345 for the cgi to work (it turns on the PATH_INFO cgi variable):: |
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346 |
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347 adsutil.vbs set w3svc/AllowPathInfoForScriptMappings TRUE |
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348 |
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349 The ``adsutil.vbs`` file can be found in either ``c:\inetpub\adminscripts`` |
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350 or ``c:\winnt\system32\inetsrv\adminsamples\`` or |
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351 ``c:\winnt\system32\inetsrv\adminscripts\`` depending on your installation. |
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352 |
| 1228 | 353 Copy the ``cgi-bin/roundup.cgi`` file to your web server's ``cgi-bin`` |
| 354 directory. You will need to configure it to tell it where your tracker home | |
| 355 is. You can do this either: | |
| 356 | |
| 357 through an environment variable | |
| 358 set the variable TRACKER_HOMES to be a colon (":") separated list of | |
| 359 name=home pairs (if you're using apache, the SetEnv directive can do this) | |
| 360 directly in the ``roundup.cgi`` file itself | |
| 361 add your instance to the TRACKER_HOMES variable as ``'name': 'home'`` | |
| 362 | |
| 363 The "name" part of the configuration will appear in the URL and identifies the | |
| 364 tracker (so you may have more than one tracker per cgi-bin script). Make sure | |
| 365 there are no spaces or other illegal characters in it (to be safe, stick to | |
| 366 letters and numbers). The "name" forms part of the URL that appears in the | |
| 367 tracker config TRACKER_WEB variable, so make sure they match. The "home" | |
| 368 part of the configuration is the tracker home directory. | |
| 369 | |
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370 If you're using Apache, you can use an additional trick to hide the |
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371 ``.cgi`` extension of the cgi script. Place the ``roundup.cgi`` script |
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372 wherever you want it to be, renamed it to just ``roundup``, and add a |
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373 couple lines to your Apache configuration:: |
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374 |
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375 <Location /path/to/roundup> |
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376 SetHandler cgi-script |
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377 </Location> |
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378 |
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379 |
| 1228 | 380 Stand-alone Web Server |
| 381 ~~~~~~~~~~~~~~~~~~~~~~ | |
| 382 | |
| 383 This approach will give you the fastest of the three web interfaces. You may | |
| 384 investigate using ProxyPass or similar configuration in apache to have your | |
| 385 tracker accessed through the same URL as other systems. | |
| 386 | |
| 387 The stand-alone web server is started with the command ``roundup-server``. It | |
| 388 has several options - display them with ``roundup-server -h``. | |
| 389 | |
| 390 The tracker home configuration is similar to the cgi-bin - you may either edit | |
| 391 the script to change the TRACKER_HOMES variable or you may supply the | |
| 392 name=home values on the command-line after all the other options. | |
| 393 | |
| 394 To make the server run in the background, use the "-d" option, specifying the | |
| 395 name of a file to write the server process id (pid) to. | |
| 396 | |
| 397 | |
| 398 Zope Product - ZRoundup | |
| 399 ~~~~~~~~~~~~~~~~~~~~~~~ | |
| 400 | |
| 401 ZRoundup installs as a regular Zope product. Copy the ZRoundup directory to | |
| 402 your Products directory either in INSTANCE_HOME/Products or the Zope | |
| 403 code tree lib/python/Products. | |
| 404 | |
| 405 When you next (re)start up Zope, you will be able to add a ZRoundup object | |
| 406 that interfaces to your new tracker. | |
| 407 | |
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408 Apache HTTP Server with mod_python |
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409 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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410 |
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411 `Mod_python`_ is an `Apache`_ module that embeds the Python interpreter |
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412 within the server. Running Roundup this way is much faster than all |
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413 above options and, like `web server cgi-bin`_, allows to use HTTPS |
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414 protocol. The drawback is that this setup is more complicated. |
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415 |
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416 The following instructions were tested on apache 2.0 with mod_python 3.1. |
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417 If you are using older versions, your mileage may vary. |
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418 |
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419 Mod_python uses OS threads. If your apache was built without threads |
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420 (quite commonly), you must load the threading library to run mod_python. |
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421 This is done by setting ``LD_PRELOAD`` to your threading library path |
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422 in apache ``envvars`` file. Example for gentoo linux (``envvars`` file |
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423 is located in ``/usr/lib/apache2/build/``):: |
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424 |
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425 LD_PRELOAD=/lib/libpthread.so.0 |
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426 export LD_PRELOAD |
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427 |
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428 Example for FreeBSD (``envvars`` is in ``/usr/local/sbin/``):: |
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429 |
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430 LD_PRELOAD=/usr/lib/libc_r.so |
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431 export LD_PRELOAD |
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432 |
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433 Next, you have to add Roundup trackers configuration to apache config. |
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434 Roundup apache interface uses two options specified with ``PythonOption`` |
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435 directives: |
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436 |
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437 TrackerHome: |
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438 defines the tracker home directory - the directory that was specified |
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439 when you did ``roundup-admin init``. This option is required. |
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440 |
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441 TrackerLaguage: |
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442 defines web user interface language. mod_python applications do not |
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443 receive OS environment variables in the same way as command-line |
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444 programs, so the language cannot be selected by setting commonly |
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445 used variables like ``LANG`` or ``LC_ALL``. ``TrackerLanguage`` |
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446 value has the same syntax as values of these environment variables. |
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447 This option may be omitted. |
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448 |
|
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449 TrackerDebug: |
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450 run the tracker in debug mode. Setting this option to ``yes`` or |
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451 ``true`` has the same effect as running ``roundup-server -t debug``: |
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452 the database schema and used html templates are rebuilt for each |
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453 HTTP request. Values ``no`` or ``false`` mean that all html |
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454 templates for the tracker are compiled and the database schema is |
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455 checked once at startup. This is the default behaviour. |
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456 |
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457 TrackerTiming: |
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458 has nearly the same effect as environment variable ``CGI_SHOW_TIMING`` |
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459 for standalone roundup server. The difference is that setting this |
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460 option to ``no`` or ``false`` disables timings display. Value |
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461 ``comment`` writes request handling times in html comment, and |
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462 any other non-empty value makes timing report visible. By default, |
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463 timing display is disabled. |
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464 |
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465 In the following example we have two trackers set up in |
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466 ``/var/db/roundup/support`` and ``var/db/roundup/devel`` and accessed |
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467 as ``https://my.host/roundup/support/`` and ``https://my.host/roundup/devel/`` |
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468 respectively. Having them share same parent directory allows us to |
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469 reduce the number of configuration directives. Support tracker has |
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470 russian user interface. The other tracker (devel) has english user |
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471 interface (default). |
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472 |
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473 Static files from ``html`` directory are served by apache itself - this |
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474 is quickier and generally more robust than doing that from python. |
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475 Everything else is aliased to dummy (non-existing) ``py`` file, |
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476 which is handled by mod_python and our roundup module. |
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477 |
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478 Example mod_python configuration:: |
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479 |
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480 ################################################# |
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481 # Roundup Issue tracker |
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482 ################################################# |
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483 # enable Python optimizations (like 'python -O') |
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484 PythonOptimize On |
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485 # let apache handle static files from 'html' directories |
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486 AliasMatch /roundup/(.+)/@@file/(.*) /var/db/roundup/$1/html/$2 |
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487 # everything else is handled by roundup web UI |
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488 AliasMatch /roundup/([^/]+)/(?!@@file/)(.*) /var/db/roundup/$1/dummy.py/$2 |
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489 # roundup requires a slash after tracker name - add it if missing |
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490 RedirectMatch permanent /roundup/([^/]+)$ /roundup/$1/ |
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491 # common settings for all roundup trackers |
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492 <Directory /var/db/roundup/*> |
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493 Order allow,deny |
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494 Allow from all |
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495 AllowOverride None |
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496 Options None |
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497 AddHandler python-program .py |
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498 PythonHandler roundup.cgi.apache |
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499 # uncomment the following line to see tracebacks in the browser |
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500 # (note that *some* tracebacks will be displayed anyway) |
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501 #PythonDebug On |
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502 </Directory> |
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503 # roundup tracker homes |
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504 <Directory /var/db/roundup/support> |
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505 PythonOption TrackerHome /var/db/roundup/support |
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506 PythonOption TrackerLanguage ru |
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507 </Directory> |
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508 <Directory /var/db/roundup/devel> |
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509 PythonOption TrackerHome /var/db/roundup/devel |
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510 </Directory> |
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511 |
| 1228 | 512 |
| 513 Configure an Email Interface | |
| 514 ---------------------------- | |
| 515 | |
| 516 If you don't want to use the email component of Roundup, then remove the | |
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517 "``nosyreaction.py``" module from your tracker "``detectors``" directory. |
| 1228 | 518 |
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519 See `platform-specific notes`_ for steps that may be needed on your system. |
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520 |
| 1228 | 521 There are three supported ways to get emailed issues into the |
| 522 Roundup tracker. You should pick ONE of the following, all | |
| 523 of which will continue my example setup from above: | |
| 524 | |
| 525 As a mail alias pipe process | |
| 526 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | |
| 527 | |
| 528 Set up a mail alias called "issue_tracker" as (include the quote marks): | |
| 529 "``|/usr/bin/python /usr/local/bin/roundup-mailgw <tracker_home>``" | |
| 530 | |
| 531 In some installations (e.g. RedHat 6.2 I think) you'll need to set up smrsh so | |
| 532 sendmail will accept the pipe command. In that case, symlink | |
| 533 ``/etc/smrsh/roundup-mailgw`` to "``/usr/local/bin/roundup-mailgw``" and change | |
| 534 the command to:: | |
| 535 | |
| 536 |roundup-mailgw /opt/roundup/trackers/support | |
| 537 | |
| 538 To test the mail gateway on unix systems, try:: | |
| 539 | |
| 540 echo test |mail -s '[issue] test' support@YOUR_DOMAIN_HERE | |
| 541 | |
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542 As a regular job using a mailbox source |
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543 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
| 1228 | 544 |
| 545 Set ``roundup-mailgw`` up to run every 10 minutes or so. For example:: | |
| 546 | |
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547 0,10,20,30,40,50 * * * * /usr/local/bin/roundup-mailgw /opt/roundup/trackers/support mailbox <mail_spool_file> |
| 1228 | 548 |
| 549 Where the ``mail_spool_file`` argument is the location of the roundup submission | |
| 550 user's mail spool. On most systems, the spool for a user "issue_tracker" | |
| 551 will be "``/var/mail/issue_tracker``". | |
| 552 | |
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553 As a regular job using a POP source |
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554 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
| 1228 | 555 |
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556 To retrieve from a POP mailbox, use a *cron* entry similar to the mailbox one:: |
| 1228 | 557 |
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558 0,10,20,30,40,50 * * * * /usr/local/bin/roundup-mailgw /opt/roundup/trackers/support pop <pop_spec> |
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559 |
| 1228 | 560 where pop_spec is "``username:password@server``" that specifies the roundup |
| 561 submission user's POP account name, password and server. | |
| 562 | |
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563 On windows, you would set up the command using the windows scheduler. |
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564 |
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565 As a regular job using an IMAP source |
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566 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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567 |
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568 To retrieve from an IMAP mailbox, use a *cron* entry similar to the |
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569 POP one:: |
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570 |
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571 0,10,20,30,40,50 * * * * /usr/local/bin/roundup-mailgw /opt/roundup/trackers/support imap <imap_spec> |
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572 |
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573 where imap_spec is "``username:password@server``" that specifies the roundup |
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574 submission user's IMAP account name, password and server. You may |
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575 optionally include a mailbox to use other than the default ``INBOX`` with |
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576 "``imap username:password@server mailbox``". |
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577 |
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578 If you have a secure (ie. HTTPS) IMAP server then you may use ``imaps`` |
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579 in place of ``imap`` in the command to use a secure connection. |
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580 |
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581 As with the POP job, on windows, you would set up the command using the |
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582 windows scheduler. |
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583 |
| 1228 | 584 |
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1939
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585 UNIX Environment Steps |
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586 ---------------------- |
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587 |
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588 Each tracker ideally should have its own UNIX group, so create |
| 1049 | 589 a UNIX group (edit ``/etc/group`` or your appropriate NIS map if |
| 590 you're using NIS). To continue with my examples so far, I would | |
| 591 create the UNIX group 'support', although the name of the UNIX | |
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592 group does not have to be the same as the tracker name. To this |
| 1049 | 593 'support' group I then add all of the UNIX usernames who will be |
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594 working with this Roundup tracker. In addition to 'real' users, |
| 1049 | 595 the Roundup email gateway will need to have permissions to this |
| 596 area as well, so add the user your mail service runs as to the | |
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597 group (typically "mail" or "daemon"). The UNIX group might then |
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598 look like:: |
| 1049 | 599 |
| 600 support:*:1002:jblaine,samh,geezer,mail | |
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601 |
| 1049 | 602 If you intend to use the web interface (as most people do), you |
| 603 should also add the username your web server runs as to the group. | |
| 604 My group now looks like this:: | |
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605 |
| 1049 | 606 support:*:1002:jblaine,samh,geezer,mail,apache |
| 607 | |
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608 The tracker "db" directory should be chmod'ed g+sw so that the group can |
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609 write to the database, and any new files created in the database will be owned |
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610 by the group. |
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611 |
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612 If you're using the mysql or postgresql backend then you'll need to ensure |
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613 that the tracker user has appropriate permissions to create/modify the |
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614 database. If you're using roundup.cgi, the apache user needs permissions |
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615 to modify the database. Alternatively, explicitly specify a database login |
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616 in ``rdbms`` -> ``user`` and ``password`` in ``config.ini``. |
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617 |
| 1049 | 618 An alternative to the above is to create a new user who has the sole |
| 619 responsibility of running roundup. This user: | |
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620 |
| 1049 | 621 1. runs the CGI interface daemon |
| 622 2. runs regular polls for email | |
| 623 3. runs regular checks (using cron) to ensure the daemon is up | |
| 624 4. optionally has no login password so that nobody but the "root" user | |
| 625 may actually login and play with the roundup setup. | |
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626 |
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627 |
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628 Additional Language Codecs |
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629 -------------------------- |
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630 |
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631 If you intend to send messages to Roundup that use Chinese, Japanese or |
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632 Korean encodings the you'll need to obtain CJKCodecs from |
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633 http://cjkpython.berlios.de/ |
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634 |
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635 |
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636 |
| 1228 | 637 Maintenance |
| 638 =========== | |
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639 |
|
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640 Read the separate `administration guide`_ for information about how to |
| 1228 | 641 perform common maintenance tasks with Roundup. |
| 1049 | 642 |
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643 |
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644 Upgrading |
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645 ========= |
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646 |
|
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647 Read the separate `upgrading document`_, which describes the steps needed to |
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648 upgrade existing tracker trackers for each version of Roundup that is |
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649 released. |
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650 |
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651 |
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652 Further Reading |
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653 =============== |
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654 |
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655 If you intend to use Roundup with anything other than the defualt |
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656 templates, if you would like to hack on Roundup, or if you would |
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657 like implementation details, you should read `Customising Roundup`_. |
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658 |
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659 |
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660 Running Multiple Trackers |
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661 ========================= |
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662 |
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663 Things to think about before you jump off the deep end and install |
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664 multiple trackers, which involve additional URLs, user databases, email |
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665 addresses, databases to back up, etc. |
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666 |
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667 1. Do you want a tracker per product you sell/support? You can just add |
|
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668 a new property to your issues called Product, and filter by that. See |
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669 the customisation example `adding a new field to the classic schema`_. |
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670 2. Do you want to track internal software development issues and customer |
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671 support issues separately? You can just set up an additional "issue" |
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672 class called "cust_issues" in the same tracker, mimicing the normal |
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673 "issue" class, but with different properties. See the customisation |
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674 example `tracking different types of issues`_. |
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675 |
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676 |
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677 Platform-Specific Notes |
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678 ======================= |
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679 |
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680 Windows command-line tools |
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681 -------------------------- |
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682 |
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683 To make the command-line tools accessible in Windows, you need to update |
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684 the "Path" environment variable in the Registry via a dialog box. |
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685 |
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686 On Windows 2000 and later: |
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687 |
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688 1) Press the "Start" button. |
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689 2) Choose "Settings" |
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690 3) Choose "Control Panel" |
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691 4) Choose "System" |
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692 5) Choose "Advanced" |
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693 6) Choose "Environmental Variables" |
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694 7) Add: "<dir>\Scripts" to the "Path" environmental variable. |
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695 |
| 1747 | 696 Where <dir> in 7) is the root directory (e.g., ``C:\Python22\Scripts``) |
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697 of your Python installation. |
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698 |
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699 I understand that in XP, 2) above is not needed as "Control |
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700 Panel" is directly accessible from "Start". |
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701 |
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702 I do not believe this is possible to do in previous versions of Windows. |
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703 |
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704 |
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705 Windows Server |
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706 -------------- |
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707 |
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708 To have the Roundup web server start up when your machine boots up, set the |
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709 following up in Scheduled Tasks (note, the following is for a cygwin setup): |
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710 |
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711 Run |
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712 ``c:\cygwin\bin\bash.exe -c "roundup-server TheProject=/opt/roundup/trackers/support"`` |
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713 Start In |
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714 ``C:\cygwin\opt\roundup\bin`` |
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715 Schedule |
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716 At System Startup |
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717 |
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718 To have the Roundup mail gateway run periodically to poll a POP email address, |
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719 set the following up in Scheduled Tasks: |
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720 |
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721 Run |
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722 ``c:\cygwin\bin\bash.exe -c "roundup-mailgw /opt/roundup/trackers/support pop roundup:roundup@mail-server"`` |
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723 Start In |
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724 ``C:\cygwin\opt\roundup\bin`` |
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changeset
|
725 Schedule |
|
80519db85eac
More tweaks to the licensing to make the Debian folks happy :)
Richard Jones <richard@users.sourceforge.net>
parents:
1574
diff
changeset
|
726 Every 10 minutes from 5:00AM for 24 hours every day |
|
80519db85eac
More tweaks to the licensing to make the Debian folks happy :)
Richard Jones <richard@users.sourceforge.net>
parents:
1574
diff
changeset
|
727 Stop the task if it runs for 8 minutes |
|
80519db85eac
More tweaks to the licensing to make the Debian folks happy :)
Richard Jones <richard@users.sourceforge.net>
parents:
1574
diff
changeset
|
728 |
|
80519db85eac
More tweaks to the licensing to make the Debian folks happy :)
Richard Jones <richard@users.sourceforge.net>
parents:
1574
diff
changeset
|
729 |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
730 Sendmail smrsh |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
731 -------------- |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
732 |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
733 If you use Sendmail's ``smrsh`` mechanism, you will need to tell |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
734 smrsh that roundup-mailgw is a valid/trusted mail handler |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
735 before it will work. |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
736 |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
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|
737 This is usually done via the following 2 steps: |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
738 |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
739 1. make a symlink in ``/etc/smrsh`` called ``roundup-mailgw`` |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
740 which points to the full path of your actual ``roundup-mailgw`` |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
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|
741 script. |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
742 |
|
1089
43ab730ee194
instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents:
1078
diff
changeset
|
743 2. change your alias to ``"|roundup-mailgw <tracker_home>"`` |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
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|
744 |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
745 |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
746 Linux |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
747 ----- |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
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|
748 |
|
1939
1303c208419d
some updates that were sitting on disk
Richard Jones <richard@users.sourceforge.net>
parents:
1913
diff
changeset
|
749 Make sure you read the instructions under `UNIX environment steps`_. |
|
1574
67af854f4c33
more installation hintage
Richard Jones <richard@users.sourceforge.net>
parents:
1571
diff
changeset
|
750 |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
751 Python 2.1.1 as shipped with SuSE7.3 might be missing module |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
752 ``_weakref``. |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
753 |
|
1574
67af854f4c33
more installation hintage
Richard Jones <richard@users.sourceforge.net>
parents:
1571
diff
changeset
|
754 |
|
67af854f4c33
more installation hintage
Richard Jones <richard@users.sourceforge.net>
parents:
1571
diff
changeset
|
755 Solaris |
|
67af854f4c33
more installation hintage
Richard Jones <richard@users.sourceforge.net>
parents:
1571
diff
changeset
|
756 ------- |
|
67af854f4c33
more installation hintage
Richard Jones <richard@users.sourceforge.net>
parents:
1571
diff
changeset
|
757 |
|
67af854f4c33
more installation hintage
Richard Jones <richard@users.sourceforge.net>
parents:
1571
diff
changeset
|
758 You'll need to build Python. |
|
67af854f4c33
more installation hintage
Richard Jones <richard@users.sourceforge.net>
parents:
1571
diff
changeset
|
759 |
|
1939
1303c208419d
some updates that were sitting on disk
Richard Jones <richard@users.sourceforge.net>
parents:
1913
diff
changeset
|
760 Make sure you read the instructions under `UNIX environment steps`_. |
|
1303c208419d
some updates that were sitting on disk
Richard Jones <richard@users.sourceforge.net>
parents:
1913
diff
changeset
|
761 |
|
1574
67af854f4c33
more installation hintage
Richard Jones <richard@users.sourceforge.net>
parents:
1571
diff
changeset
|
762 |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
763 ------------------------------------------------------------------------------- |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
764 |
|
686
c52122f38c9b
Documentation cleanup, added info for potential (and current) developers
Richard Jones <richard@users.sourceforge.net>
parents:
659
diff
changeset
|
765 Back to `Table of Contents`_ |
|
c52122f38c9b
Documentation cleanup, added info for potential (and current) developers
Richard Jones <richard@users.sourceforge.net>
parents:
659
diff
changeset
|
766 |
|
1287
5402a6f2a754
Added quotes around python interpreter in windows bat [SF#623963]
Richard Jones <richard@users.sourceforge.net>
parents:
1282
diff
changeset
|
767 Next: `User Guide`_ |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
768 |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
769 .. _`table of contents`: index.html |
|
1287
5402a6f2a754
Added quotes around python interpreter in windows bat [SF#623963]
Richard Jones <richard@users.sourceforge.net>
parents:
1282
diff
changeset
|
770 .. _`user guide`: user_guide.html |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
771 .. _`roundup specification`: spec.html |
|
1245
d8c98af869ff
merge from maint-0-5
Richard Jones <richard@users.sourceforge.net>
parents:
1244
diff
changeset
|
772 .. _`tracker configuration`: customizing.html#tracker-configuration |
|
d8c98af869ff
merge from maint-0-5
Richard Jones <richard@users.sourceforge.net>
parents:
1244
diff
changeset
|
773 .. _`customisation documentation`: customizing.html |
|
2161
98656054ccfa
*** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents:
2069
diff
changeset
|
774 .. _`Adding a new field to the classic schema`: |
|
98656054ccfa
*** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents:
2069
diff
changeset
|
775 customizing.html#adding-a-new-field-to-the-classic-schema |
|
98656054ccfa
*** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents:
2069
diff
changeset
|
776 .. _`Tracking different types of issues`: |
|
98656054ccfa
*** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents:
2069
diff
changeset
|
777 customizing.html#tracking-different-types-of-issues |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
778 .. _`customising roundup`: customizing.html |
|
882
b99948d32a2d
clearing up ambiguous ref name
Richard Jones <richard@users.sourceforge.net>
parents:
798
diff
changeset
|
779 .. _`upgrading document`: upgrading.html |
|
2003
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
1965
diff
changeset
|
780 .. _`administration guide`: admin_guide.html |
|
2554
52944e87909c
added mod_python setup example
Alexander Smishlajev <a1s@users.sourceforge.net>
parents:
2449
diff
changeset
|
781 |
|
52944e87909c
added mod_python setup example
Alexander Smishlajev <a1s@users.sourceforge.net>
parents:
2449
diff
changeset
|
782 |
|
52944e87909c
added mod_python setup example
Alexander Smishlajev <a1s@users.sourceforge.net>
parents:
2449
diff
changeset
|
783 .. _External hyperlink targets: |
|
52944e87909c
added mod_python setup example
Alexander Smishlajev <a1s@users.sourceforge.net>
parents:
2449
diff
changeset
|
784 |
|
52944e87909c
added mod_python setup example
Alexander Smishlajev <a1s@users.sourceforge.net>
parents:
2449
diff
changeset
|
785 .. _apache: http://httpd.apache.org/ |
|
52944e87909c
added mod_python setup example
Alexander Smishlajev <a1s@users.sourceforge.net>
parents:
2449
diff
changeset
|
786 .. _metakit: http://www.equi4.com/metakit/ |
|
52944e87909c
added mod_python setup example
Alexander Smishlajev <a1s@users.sourceforge.net>
parents:
2449
diff
changeset
|
787 .. _mod_python: http://www.modpython.org/ |
|
52944e87909c
added mod_python setup example
Alexander Smishlajev <a1s@users.sourceforge.net>
parents:
2449
diff
changeset
|
788 .. _MySQLdb: http://sourceforge.net/projects/mysql-python |
|
52944e87909c
added mod_python setup example
Alexander Smishlajev <a1s@users.sourceforge.net>
parents:
2449
diff
changeset
|
789 .. _Psycopg: http://initd.org/software/initd/psycopg |
|
2238
df0444e39bc3
more useful pysqlite link
Richard Jones <richard@users.sourceforge.net>
parents:
2216
diff
changeset
|
790 .. _pysqlite: http://pysqlite.sourceforge.net/ |