annotate doc/installation.stx @ 653:1dcbee29faa7

More work on the documentation - rolled in the work done by Jeff Blaine. Use build_html.py *.stx to build the HTML. We'll move that into the setup script when someone figures how to :)
author Richard Jones <richard@users.sourceforge.net>
date Fri, 08 Mar 2002 23:41:46 +0000
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children 35cdc70e6a96
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1 *Roundup (0.4.1): An Issue-Tracking System for Knowledge Workers*
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3 `Table of contents`_
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4
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5 - Overview_
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6 - Prerequisites_
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7
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8 - `Testing your Python`_
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10 - `Getting Roundup`_
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11 - `Installation`_
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12 - `Further Reading`_
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13 - `Platform-Specific Notes`_
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14
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15 Overview
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16 ========
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17
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18 TODO
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19
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20 Prerequisites
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21 =============
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23 Python 2.1.1 or newer with a functioning anydbm or bsddb module.
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24
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25 Download the latest version from http://www.python.org/.
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28 Testing your Python
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29 -------------------
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30
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31 Run ``"python -c 'import test;test.go()'"`` and make sure there
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32 are no errors. If there are errors, please let us know!
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35 Getting Roundup
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36 ===============
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37
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38 Download the latest version from http://roundup.sf.net/.
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40
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41 Installation
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42 ============
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43
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44 Set aside 15-30 minutes.
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45
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46 Broken out separately, there are several conceptual pieces to a
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47 Roundup installation:
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48
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49 Roundup support code
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50 Installed into your Python install's lib directory
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51
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52 Roundup scripts
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53 These include the email gateway, the roundup
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54 HTTP server, the roundup administration command-line interface, etc.
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55
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56 Roundup instances
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57 Instances consist of core support files, issues
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58 (be they bug reports or otherwise), instance configuration file(s),
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59 etc. Roundup instances also adhere to a specific "Template" which
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60 defines the fields usable/assignable on a per-issue basis. A
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61 description of the provided templates can be found under the
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62 'TODO' section.
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63
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64 1. To install the Roundup support code into your Python tree and
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65 Roundup scripts into /usr/local/bin::
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66
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67 python setup.py install
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68
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69 If you would like to place the Roundup scripts in a directory other
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70 than ``/usr/local/bin``, use the ``--install-scripts`` option as follows,
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71 replacing ``/opt/roundup/bin`` with the location where you would like
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72 the scripts to reside::
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73
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74 python setup.py install --install-scripts=/opt/roundup/bin
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75
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76 2. To create a Roundup instance (necessary to do before you can
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77 use the software in any real fashion):
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78
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79 a. (Optional) If you intend to keep your roundup instances
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80 under one top level directory which does not exist yet,
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81 you should create that directory now. Example:
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82
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83 mkdir /opt/roundup/instances
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84
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85 b. Either add the Roundup script location to your ``PATH``
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86 environment variable or specify the full path to
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87 the command in the next step.
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88
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89 c. ``roundup-admin init``
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90
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91 You will be asked a series of questions. A description of
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92 the Roundup-provided templates can be found under TODO::
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93
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94 Enter instance home: /opt/roundup/instances/support
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95 Templates: classic, extended
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96 Select template [classic]: classic
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97 Back ends: anydbm, bsddb
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98 Select backend [anydbm]: anydbm
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99 Admin Password:
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100 Confirm:
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101
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102 3. Each instance ideally should have its own UNIX group, so create
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103 a UNIX group (edit ``/etc/group`` or your appropriate NIS map if
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104 you're using NIS). To continue with my examples so far, I would
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105 create the UNIX group 'support', although the name of the UNIX
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106 group does not have to be the same as the instance name. To this
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107 'support' group I then add all of the UNIX usernames who will be
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108 working with this Roundup instance. In addition to 'real' users,
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109 the Roundup email gateway will need to have permissions to this
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110 area as well, so add the user your mail service runs as to the
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111 group. The UNIX group might then look like::
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112
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113 support:*:1002:jblaine,samh,geezer,mail
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114
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115 If you intend to use the web interface (as most people do), you
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116 should also add the username your web server runs as to the group.
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117 My group now looks like this::
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118
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119 support:*:1002:jblaine,samh,geezer,mail,apache
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120
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121 4. Configure your new instance by editing the file ``instance_config.py``
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122 located in the instance home you specified in step 2c above. This
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123 file is Python code and must adhere to Python syntax rules, but
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124 don't be daunted if you do not know Python - it should look pretty
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125 straightfoward if you carefully read the comments in the file.
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126
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127 5. There are two supported ways to get emailed issues into the
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128 Roundup instance. You should pick ONE of the following, both
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129 of which will continue my example setup from above:
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130
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131 a. Set up a mail alias called "support" as::
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132
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133 "|/opt/roundup/bin/roundup-mailgw /opt/roundup/instances/support"
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134
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135 If you use Sendmail's ``smrsh`` mechanism, please read the notes
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136 under 'Platform-Specific Notes'
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137
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138 b. OR... Configure roundup-mailgw to run every 10 minutes or
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139 so via ``cron``. My cron job would be (these 2 lines all on one
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140 line)::
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141
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142 10 * * * * /opt/roundup/bin/roundup-mailgw
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143 /opt/roundup/instances/support /var/mail/support
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144
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145 6. TODO (mention perms)
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146
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147 7. Test the email gateway. Under most flavors of UNIX, this
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148 can be done by::
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149
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150 echo test | mail -s '[issue] test' support@YOUR_DOMAIN_HERE
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151
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152 TODO (finish)
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153
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154
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155 Further Reading
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156 ===============
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157
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158 If you intend to use Roundup with anything other than the defualt
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159 templates, if you would like to hack on Roundup, or if you would
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160 like implementation details, you should read 'TODO'
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161
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162 Platform-Specific Notes
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163 =======================
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164
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165 Sendmail smrsh
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166 --------------
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167
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168 If you use Sendmail's ``smrsh`` mechanism, you will need to tell
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169 smrsh that roundup-mailgw is a valid/trusted mail handler
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170 before it will work.
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171
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172 This is usually done via the following 2 steps:
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173
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174 1. make a symlink in ``/etc/smrsh`` called ``roundup-mailgw``
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175 which points to the full path of your actual ``roundup-mailgw``
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176 script.
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177
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178 2. change your alias to ``"|roundup-mailgw <instance_home>"``
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179
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180
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181 Linux
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182 -----
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183
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184 Python 2.1.1 as shipped with SuSE7.3 might be missing module
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185 ``_weakref``.
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186
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187 -------------------------------------------------------------------------------
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188
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189 Next: `Getting Started`_
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190
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191 .. _`table of contents`: index.html
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192 .. _`getting started`: getting_started.html
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193
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194 $Id: installation.stx,v 1.2 2002-03-08 23:41:46 richard Exp $

Roundup Issue Tracker: http://roundup-tracker.org/