Mercurial > p > roundup > code
annotate doc/installation.txt @ 1705:1fb2e44d02e3
english nits
| author | Anthony Baxter <anthonybaxter@users.sourceforge.net> |
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| date | Tue, 24 Jun 2003 06:53:17 +0000 |
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1 ================== |
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2 Installing Roundup |
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3 ================== |
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4 |
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5 :Version: $Revision: 1.54 $ |
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6 |
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7 .. contents:: |
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8 |
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9 |
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10 Overview |
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11 ======== |
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12 |
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13 Broken out separately, there are several conceptual pieces to a |
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14 Roundup installation: |
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15 |
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16 Roundup trackers |
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17 Trackers consist of issues (be they bug reports or otherwise), tracker |
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18 configuration file(s), web HTML files etc. Roundup trackers are initialised |
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19 with a "Template" which defines the fields usable/assignable on a |
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20 per-issue basis. Descriptions of the provided templates are given in |
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21 `choosing your template`_. |
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22 |
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23 Roundup support code |
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24 Installed into your Python install's lib directory |
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25 |
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26 Roundup scripts |
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27 These include the email gateway, the roundup |
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28 HTTP server, the roundup administration command-line interface, etc. |
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29 |
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30 |
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31 Prerequisites |
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32 ============= |
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33 |
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34 Python 2.1.1 or newer with a functioning anydbm or bsddb module. Download the |
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35 latest version from http://www.python.org/. It is highly recommended that |
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36 users install the latest patch version of python - 2.1.3 or 2.2.3 - as these |
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37 contain many fixes to serious bugs. Python 2.3 (currently in beta) has some |
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38 "issues", at least with the SQLite backend, and possibly with other backends |
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39 as well. It shouldn't be used with Roundup for now. |
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40 |
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41 If you want to use Berkeley DB bsddb3 with Roundup, use version 3.3.0 or |
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42 later. Download the latest version from http://pybsddb.sourceforge.net/. |
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43 |
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44 If you're on windows, you will either need to be using the ActiveState python |
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45 distribution (at http://www.activestate.com/Products/ActivePython/), or you'll |
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46 have to install the win32all package separately (get it from |
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47 http://starship.python.net/crew/mhammond/win32/). |
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48 |
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49 |
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50 Getting Roundup |
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51 =============== |
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52 |
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53 Download the latest version from http://roundup.sf.net/. |
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54 |
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55 Testing your Python |
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56 ------------------- |
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57 |
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58 Once you've unpacked roundup's source, run ``python ./run_tests`` in the |
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59 source directory and make sure there are no errors. |
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60 If there are errors, please let us know! |
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61 |
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62 If the above fails, you may be using the wrong version of python. Try |
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63 ``python2 ./run_tests``. If that works, you will need to substitute |
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64 ``python2`` for ``python`` in all further commands you use in relation to |
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65 Roundup -- from installation and scripts. |
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66 |
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67 |
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68 For The Really Impatient |
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69 ======================== |
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70 |
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71 If you just want to give Roundup a whirl Right Now, then simply run |
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72 ``python demo.py``. This will set up a simple demo tracker on your |
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73 machine. When it's done, it'll print out a URL to point your web browser |
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74 at so you may start playing. Three users will be set up: |
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75 |
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76 1. anonymous - the "default" user with permission to do very little |
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77 2. demo (password "demo") - a normal user who may create issues |
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78 3. admin (password "admin") - an administrative user who has complete |
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79 access to the tracker |
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80 |
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81 |
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82 Installation |
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83 ============ |
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84 |
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85 Note: some systems, such as Debian and NetBSD, already have Roundup |
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86 installed. Try running the command "roundup-admin" with no arguments, |
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87 and if it runs you may skip the `Basic Installation Steps`_ |
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88 below. |
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89 |
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90 Set aside 15-30 minutes. Please make sure you're using a supported version of |
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91 Python -- see `testing your python`_. There's several steps to follow in your |
| 1228 | 92 installation: |
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94 1. `basic installation steps`_ if Roundup is not installed on your system |
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95 2. `configuring your first tracker`_ that all installers must follow |
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96 3. then optionally `configure a web interface`_ |
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97 4. and optionally `configure an email interface`_ |
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98 5. `shared environment steps`_ to take if you're installing on a shared |
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99 UNIX machine and want to restrict local access to roundup |
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| 102 Basic Installation Steps | |
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103 ------------------------ |
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104 |
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105 To install the Roundup support code into your Python tree and |
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106 Roundup scripts into /usr/local/bin (substitute that path for whatever is |
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107 appropriate on your system). You need to have write permissions |
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108 for these locations, eg. being root on unix:: |
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109 |
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110 python setup.py install |
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111 |
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112 If you would like to place the Roundup scripts in a directory other |
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113 than ``/usr/local/bin``, then specify the preferred location with |
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114 ``--install-script``. For example, to install them in |
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115 ``/opt/roundup/bin``:: |
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116 |
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117 python setup.py install --install-scripts=/opt/roundup/bin |
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118 |
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119 You can also use the ``--prefix`` option to use a completely different |
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120 base directory, if you do not want to use administrator rights. If you |
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121 choose to do this, take note of the message at the end of installation |
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122 and modify the python path accordingly. |
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123 |
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124 |
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125 Configuring your first tracker |
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126 ------------------------------ |
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127 |
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128 1. To create a Roundup tracker (necessary to do before you can |
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129 use the software in any real fashion), you need to set up a "tracker |
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130 home": |
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131 |
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132 a. (Optional) If you intend to keep your roundup trackers |
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133 under one top level directory which does not exist yet, |
| 1228 | 134 you should create that directory now. Example:: |
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135 |
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136 mkdir /opt/roundup/trackers |
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137 |
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138 b. Either add the Roundup script location to your ``PATH`` |
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139 environment variable or specify the full path to |
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140 the command in the next step. |
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141 |
| 1228 | 142 c. Install a new tracker with the command ``roundup-admin install``. |
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143 You will be asked a series of questions. Descriptions of the provided |
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144 templates can be found in `choosing your template`_ below. Descriptions |
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145 of the available backends can be found in `choosing your backend`_ |
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146 below. The questions will be something like (you may have more |
| 1228 | 147 templates or backends available):: |
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148 |
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149 Enter tracker home: /opt/roundup/trackers/support |
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150 Templates: classic |
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151 Select template [classic]: classic |
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152 Back ends: anydbm, bsddb |
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153 Select backend [anydbm]: anydbm |
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154 |
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155 The "support" part of the tracker name can be anything you want - it |
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156 is going to be used as the directory that the tracker information |
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157 will be stored in. |
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158 |
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159 You will now be directed to edit the tracker configuration and |
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160 initial schema. At a minimum, you must set ``MAILHOST``, |
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161 ``TRACKER_WEB``, ``MAIL_DOMAIN`` and ``ADMIN_EMAIL``. Note that the |
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162 configuration file uses Python syntax, so almost every value must be |
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163 ``'quoted'`` using single or double quotes. If you get stuck, and get |
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164 configuration file errors, then see the `tracker configuration`_ section |
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165 of the `customisation documentation`_. |
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166 |
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167 If you just want to get set up to test things quickly (and follow |
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168 the instructions in step 3 below), you can even just set the |
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169 TRACKER_WEB variable to:: |
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170 |
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171 TRACKER_WEB = 'http://localhost:8080/support/' |
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172 |
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173 The URL *must* end in a '/', or your web interface *will not work*. |
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174 See `Customising Roundup`_ for details on configuration and schema |
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175 changes. Note that you may change any of the configuration after |
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176 you've initialised the tracker - it's just better to have valid values |
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177 for this stuff now. |
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178 |
| 1228 | 179 d. Initialise the tracker database with ``roundup-admin initialise``. |
| 180 You will need to supply an admin password at this step. You will be | |
| 181 prompted:: | |
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182 |
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183 Admin Password: |
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184 Confirm: |
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185 |
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186 Once this is done, the tracker has been created. |
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187 |
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188 2. At this point, your tracker is set up, but doesn't have a nice user |
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189 interface. To set that up, we need to `configure a web interface`_ and |
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190 optionally `configure an email interface`_. If you want to try your |
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191 new tracker out, assuming ``TRACKER_WEB`` is set to |
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192 ``'http://localhost:8080/support/'``, run:: |
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193 |
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194 roundup-server support=/opt/roundup/trackers/support |
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195 |
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196 then direct your web browser at: |
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197 |
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198 http://locahost:8080/support/ |
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199 |
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200 and you should see the tracker interface. |
| 1049 | 201 |
| 202 | |
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203 Choosing Your Template |
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204 ---------------------- |
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205 |
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206 Classic Template |
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207 ~~~~~~~~~~~~~~~~ |
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208 |
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209 The classic template is the one defined in the `Roundup Specification`_. It |
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210 holds issues which have priorities and statuses. Each issue may also have a |
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211 set of messages which are disseminated to the issue's list of nosy users. |
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212 |
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213 Minimal Template |
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214 ~~~~~~~~~~~~~~~~ |
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215 |
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216 The minimal template has the minimum setup required for a tracker |
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217 installation. That is, it has the configuration files, defines a user database |
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218 and the basic HTML interface to that. It's a completely clean slate for you to |
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219 create your tracker on. |
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220 |
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221 |
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222 Choosing Your Backend |
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223 --------------------- |
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224 |
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225 The actual storage of Roundup tracker information is handled by backends. |
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226 There's several to choose from, each with benefits and limitations: |
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227 |
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228 **anydbm** |
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229 This backend is guaranteed to work on any system that Python runs on. It |
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230 will generally choose the best dbm backend that is available on your system |
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231 (from the list dbhash, gdbm, dbm, dumbdbm). It is the least scaleable of all |
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232 backends, but performs well enough for a smallish tracker (a couple of |
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233 thousand issues, under fifty users, ...). |
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234 **bsddb** |
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235 This effectively the same as anydbm, but uses the bsddb backend. This allows |
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236 it to gain some performance and scaling benefits. |
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237 **bsddb3** |
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238 Again, this effectively the same as anydbm, but uses the bsddb3 backend. |
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239 This allows it to gain some performance and scaling benefits. |
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240 **sqlite** |
| 1228 | 241 This uses the SQLite_ embedded RDBMS to provide a fast, scaleable backend. |
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242 There are no limitations, and it's much faster and more scaleable than the |
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243 dbm backends. |
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244 **mysql** |
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245 Backend for popular RDBMS MySQL. According to benchmarks, this backend works |
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246 much faster than any of \*dbm ones, but slightly slower than metakit and |
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247 sqlite. A good scalability is not a property of this backend for now, |
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248 though. For more info on backend installation see doc/mysql.txt. |
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249 **metakit** |
| 1228 | 250 This backend is implemented over the metakit_ storage system, using Mk4Py as |
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251 the interface. It scales much better than the dbm backends. |
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252 |
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253 You should be wary of using all but the mysql backend with high-volume trackers |
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254 (requests every second or two) as database locking is done on the whole |
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255 database. |
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256 |
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257 You may set your tracker up with the anydbm backend (which is guaranteed to be |
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258 available) and switch to one of the other backends at any time using the |
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259 instructions in the `maintenance documentation`_. |
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260 |
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261 |
| 1228 | 262 Configure a Web Interface |
| 263 ------------------------- | |
| 264 | |
| 265 There are three web interfaces to choose from: | |
| 266 | |
| 267 1. `web server cgi-bin`_ | |
| 268 2. `stand-alone web server`_ | |
| 269 3. `Zope product - ZRoundup`_ | |
| 270 | |
| 271 You may need to give the web server user permission to access the tracker home | |
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272 - see the `shared environment steps`_ for information. You may also need to |
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273 configure your system in some way - see `platform-specific notes`_. |
| 1228 | 274 |
| 275 | |
| 276 Web Server cgi-bin | |
| 277 ~~~~~~~~~~~~~~~~~~ | |
| 278 | |
| 279 A benefit of using the cgi-bin approach is that it's the easiest way to | |
| 280 restrict access to your tracker to only use HTTPS. Access will be slower | |
| 281 than through the `stand-alone web server`_ though. | |
| 282 | |
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283 If you're using IIS on a Windows platform, you'll need to run this command |
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284 for the cgi to work (it turns on the PATH_INFO cgi variable):: |
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285 |
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286 adsutil.vbs set w3svc/AllowPathInfoForScriptMappings TRUE |
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287 |
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288 The ``adsutil.vbs`` file can be found in either ``c:\inetpub\adminscripts`` |
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289 or ``c:\winnt\system32\inetsrv\adminsamples\`` or |
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290 ``c:\winnt\system32\inetsrv\adminscripts\`` depending on your installation. |
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291 |
| 1228 | 292 Copy the ``cgi-bin/roundup.cgi`` file to your web server's ``cgi-bin`` |
| 293 directory. You will need to configure it to tell it where your tracker home | |
| 294 is. You can do this either: | |
| 295 | |
| 296 through an environment variable | |
| 297 set the variable TRACKER_HOMES to be a colon (":") separated list of | |
| 298 name=home pairs (if you're using apache, the SetEnv directive can do this) | |
| 299 directly in the ``roundup.cgi`` file itself | |
| 300 add your instance to the TRACKER_HOMES variable as ``'name': 'home'`` | |
| 301 | |
| 302 The "name" part of the configuration will appear in the URL and identifies the | |
| 303 tracker (so you may have more than one tracker per cgi-bin script). Make sure | |
| 304 there are no spaces or other illegal characters in it (to be safe, stick to | |
| 305 letters and numbers). The "name" forms part of the URL that appears in the | |
| 306 tracker config TRACKER_WEB variable, so make sure they match. The "home" | |
| 307 part of the configuration is the tracker home directory. | |
| 308 | |
| 309 Stand-alone Web Server | |
| 310 ~~~~~~~~~~~~~~~~~~~~~~ | |
| 311 | |
| 312 This approach will give you the fastest of the three web interfaces. You may | |
| 313 investigate using ProxyPass or similar configuration in apache to have your | |
| 314 tracker accessed through the same URL as other systems. | |
| 315 | |
| 316 The stand-alone web server is started with the command ``roundup-server``. It | |
| 317 has several options - display them with ``roundup-server -h``. | |
| 318 | |
| 319 The tracker home configuration is similar to the cgi-bin - you may either edit | |
| 320 the script to change the TRACKER_HOMES variable or you may supply the | |
| 321 name=home values on the command-line after all the other options. | |
| 322 | |
| 323 To make the server run in the background, use the "-d" option, specifying the | |
| 324 name of a file to write the server process id (pid) to. | |
| 325 | |
| 326 | |
| 327 Zope Product - ZRoundup | |
| 328 ~~~~~~~~~~~~~~~~~~~~~~~ | |
| 329 | |
| 330 ZRoundup installs as a regular Zope product. Copy the ZRoundup directory to | |
| 331 your Products directory either in INSTANCE_HOME/Products or the Zope | |
| 332 code tree lib/python/Products. | |
| 333 | |
| 334 When you next (re)start up Zope, you will be able to add a ZRoundup object | |
| 335 that interfaces to your new tracker. | |
| 336 | |
| 337 | |
| 338 Configure an Email Interface | |
| 339 ---------------------------- | |
| 340 | |
| 341 If you don't want to use the email component of Roundup, then remove the | |
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342 "``nosyreaction.py``" module from your tracker "``detectors``" directory. |
| 1228 | 343 |
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344 See `platform-specific notes`_ for steps that may be needed on your system. |
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345 |
| 1228 | 346 There are three supported ways to get emailed issues into the |
| 347 Roundup tracker. You should pick ONE of the following, all | |
| 348 of which will continue my example setup from above: | |
| 349 | |
| 350 As a mail alias pipe process | |
| 351 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | |
| 352 | |
| 353 Set up a mail alias called "issue_tracker" as (include the quote marks): | |
| 354 "``|/usr/bin/python /usr/local/bin/roundup-mailgw <tracker_home>``" | |
| 355 | |
| 356 In some installations (e.g. RedHat 6.2 I think) you'll need to set up smrsh so | |
| 357 sendmail will accept the pipe command. In that case, symlink | |
| 358 ``/etc/smrsh/roundup-mailgw`` to "``/usr/local/bin/roundup-mailgw``" and change | |
| 359 the command to:: | |
| 360 | |
| 361 |roundup-mailgw /opt/roundup/trackers/support | |
| 362 | |
| 363 To test the mail gateway on unix systems, try:: | |
| 364 | |
| 365 echo test |mail -s '[issue] test' support@YOUR_DOMAIN_HERE | |
| 366 | |
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367 As a regular job using a mailbox source |
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368 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
| 1228 | 369 |
| 370 Set ``roundup-mailgw`` up to run every 10 minutes or so. For example:: | |
| 371 | |
| 372 10 * * * * /usr/local/bin/roundup-mailgw /opt/roundup/trackers/support mailbox <mail_spool_file> | |
| 373 | |
| 374 Where the ``mail_spool_file`` argument is the location of the roundup submission | |
| 375 user's mail spool. On most systems, the spool for a user "issue_tracker" | |
| 376 will be "``/var/mail/issue_tracker``". | |
| 377 | |
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378 As a regular job using a POP source |
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379 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
| 1228 | 380 |
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381 To retrieve from a POP mailbox, use a *cron* entry to the mailbox one:: |
| 1228 | 382 |
| 383 10 * * * * /usr/local/bin/roundup-mailgw /opt/roundup/trackers/support pop <pop_spec> | |
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384 |
| 1228 | 385 where pop_spec is "``username:password@server``" that specifies the roundup |
| 386 submission user's POP account name, password and server. | |
| 387 | |
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388 On windows, you would set up the command using the windows scheduler. |
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389 |
| 1228 | 390 |
| 1049 | 391 Shared Environment Steps |
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392 ------------------------ |
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393 |
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394 Each tracker ideally should have its own UNIX group, so create |
| 1049 | 395 a UNIX group (edit ``/etc/group`` or your appropriate NIS map if |
| 396 you're using NIS). To continue with my examples so far, I would | |
| 397 create the UNIX group 'support', although the name of the UNIX | |
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398 group does not have to be the same as the tracker name. To this |
| 1049 | 399 'support' group I then add all of the UNIX usernames who will be |
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400 working with this Roundup tracker. In addition to 'real' users, |
| 1049 | 401 the Roundup email gateway will need to have permissions to this |
| 402 area as well, so add the user your mail service runs as to the | |
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403 group (typically "mail" or "daemon"). The UNIX group might then |
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404 look like:: |
| 1049 | 405 |
| 406 support:*:1002:jblaine,samh,geezer,mail | |
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407 |
| 1049 | 408 If you intend to use the web interface (as most people do), you |
| 409 should also add the username your web server runs as to the group. | |
| 410 My group now looks like this:: | |
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411 |
| 1049 | 412 support:*:1002:jblaine,samh,geezer,mail,apache |
| 413 | |
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414 The tracker "db" directory should be chmod'ed g+sw so that the group can |
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415 write to the database, and any new files created in the database will be owned |
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416 by the group. |
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417 |
| 1049 | 418 An alternative to the above is to create a new user who has the sole |
| 419 responsibility of running roundup. This user: | |
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420 |
| 1049 | 421 1. runs the CGI interface daemon |
| 422 2. runs regular polls for email | |
| 423 3. runs regular checks (using cron) to ensure the daemon is up | |
| 424 4. optionally has no login password so that nobody but the "root" user | |
| 425 may actually login and play with the roundup setup. | |
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426 |
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427 |
| 1228 | 428 Maintenance |
| 429 =========== | |
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430 |
| 1228 | 431 Read the separate `maintenance documentation`_ for information about how to |
| 432 perform common maintenance tasks with Roundup. | |
| 1049 | 433 |
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434 |
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435 Upgrading |
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436 ========= |
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437 |
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438 Read the separate `upgrading document`_, which describes the steps needed to |
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439 upgrade existing tracker trackers for each version of Roundup that is |
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440 released. |
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441 |
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442 |
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443 Further Reading |
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444 =============== |
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445 |
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446 If you intend to use Roundup with anything other than the defualt |
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447 templates, if you would like to hack on Roundup, or if you would |
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448 like implementation details, you should read `Customising Roundup`_. |
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449 |
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450 |
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451 Running Multiple Trackers |
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452 ========================= |
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453 |
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454 Things to think about before you jump off the deep end and install |
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455 multiple trackers, which involve additional URLs, user databases, email |
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456 addresses, databases to back up, etc. |
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457 |
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458 1. Do you want a tracker per product you sell/support? You can just add |
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459 a new property to your issues called Product, and filter by that. |
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460 2. Do you want to track internal software development issues and customer |
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461 support issues separately? You can just set up an additiona "issue" |
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462 class called "cust_issues" in the same tracker, mimicing the normal |
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463 "issue" class, but with different properties. |
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464 |
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465 |
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466 Platform-Specific Notes |
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467 ======================= |
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468 |
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469 Windows command-line tools |
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470 -------------------------- |
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471 |
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472 To make the command-line tools accessible in Windows, you need to update |
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473 the "Path" environment variable in the Registry via a dialog box. |
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474 |
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475 On Windows 2000 and later: |
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476 |
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477 1) Press the "Start" button. |
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478 2) Choose "Settings" |
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479 3) Choose "Control Panel" |
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480 4) Choose "System" |
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481 5) Choose "Advanced" |
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482 6) Choose "Environmental Variables" |
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483 7) Add: "*\Scripts" to the "Path" environmental variable. |
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484 |
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485 Where * in 7) is the root directory (e.g., C:\Python22\Scripts) |
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486 of your Python installation. |
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487 |
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488 I understand that in XP, 2) above is not needed as "Control |
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489 Panel" is directly accessible from "Start". |
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490 |
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491 I do not believe this is possible to do in previous versions of Windows. |
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492 |
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493 |
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494 Windows Server |
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495 -------------- |
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496 |
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497 To have the Roundup web server start up when your machine boots up, set the |
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498 following up in Scheduled Tasks (note, the following is for a cygwin setup): |
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499 |
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500 Run |
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501 ``c:\cygwin\bin\bash.exe -c "roundup-server TheProject=/opt/roundup/trackers/support"`` |
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502 Start In |
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503 ``C:\cygwin\opt\roundup\bin`` |
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504 Schedule |
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505 At System Startup |
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506 |
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507 To have the Roundup mail gateway run periodically to poll a POP email address, |
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508 set the following up in Scheduled Tasks: |
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509 |
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510 Run |
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511 ``c:\cygwin\bin\bash.exe -c "roundup-mailgw /opt/roundup/trackers/support pop roundup:roundup@mail-server"`` |
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512 Start In |
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513 ``C:\cygwin\opt\roundup\bin`` |
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514 Schedule |
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515 Every 10 minutes from 5:00AM for 24 hours every day |
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516 Stop the task if it runs for 8 minutes |
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517 |
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518 |
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519 Sendmail smrsh |
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520 -------------- |
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521 |
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522 If you use Sendmail's ``smrsh`` mechanism, you will need to tell |
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523 smrsh that roundup-mailgw is a valid/trusted mail handler |
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524 before it will work. |
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525 |
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526 This is usually done via the following 2 steps: |
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527 |
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528 1. make a symlink in ``/etc/smrsh`` called ``roundup-mailgw`` |
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529 which points to the full path of your actual ``roundup-mailgw`` |
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530 script. |
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531 |
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532 2. change your alias to ``"|roundup-mailgw <tracker_home>"`` |
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533 |
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534 |
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535 Linux |
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536 ----- |
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537 |
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538 Make sure you read the instructions under `shared environment steps`_. |
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539 |
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540 Python 2.1.1 as shipped with SuSE7.3 might be missing module |
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541 ``_weakref``. |
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542 |
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543 |
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544 Solaris |
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545 ------- |
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546 |
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547 You'll need to build Python. |
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548 |
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549 Make sure you read the instructions under `shared environment steps`_. |
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550 |
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551 ------------------------------------------------------------------------------- |
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552 |
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553 Back to `Table of Contents`_ |
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554 |
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555 Next: `User Guide`_ |
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556 |
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557 .. _`table of contents`: index.html |
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558 .. _`user guide`: user_guide.html |
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559 .. _`roundup specification`: spec.html |
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560 .. _`tracker configuration`: customizing.html#tracker-configuration |
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561 .. _`customisation documentation`: customizing.html |
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562 .. _`customising roundup`: customizing.html |
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563 .. _`upgrading document`: upgrading.html |
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564 .. _`maintenance documentation`: maintenance.html |
| 1228 | 565 .. _sqlite: http://www.hwaci.com/sw/sqlite/ |
| 566 .. _metakit: http://www.equi4.com/metakit/ | |
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567 |