Mercurial > p > roundup > code
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> |
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| date | Fri, 08 Mar 2002 23:41:46 +0000 |
| parents | 7875cd9af1cb |
| children | 35cdc70e6a96 |
| rev | line source |
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1 *Roundup (0.4.1): An Issue-Tracking System for Knowledge Workers* |
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2 |
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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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9 |
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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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22 |
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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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26 |
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27 |
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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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33 |
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34 |
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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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39 |
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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 $ |
