Mercurial > p > roundup > code
annotate doc/installation.txt @ 3940:251382399e45 1.4.0
update
| author | Richard Jones <richard@users.sourceforge.net> |
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| date | Sun, 04 Nov 2007 05:12:07 +0000 |
| parents | 1dab48842cbd |
| children | 29dfb873b32e |
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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: 1.128 $ |
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6 |
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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 2.3 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 Some variants of Linux will need an additional "python dev" package |
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41 installed for Roundup installation to work. Debian and derivatives, are |
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42 known to require this. |
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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 Optional Components |
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51 =================== |
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52 |
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53 You may optionally install and use: |
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54 |
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55 Timezone Definitions |
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56 Full timezone support requires pytz_ module (version 2005i or later) |
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57 which brings the `Olson tz database`_ into Python. If pytz_ is not |
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58 installed, timezones may be specified as numeric hour offsets only. |
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59 |
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60 An RDBMS |
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61 Sqlite, MySQL and Postgresql are all supported by Roundup and will be |
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62 used if available. One of these is recommended if you are anticipating a |
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63 large user base (see `choosing your backend`_ below). |
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64 |
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65 Xapian full-text indexer |
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66 The Xapian_ full-text indexer is also supported and will be used by |
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67 default if it is available. This is strongly recommended if you are |
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68 anticipating a large number of issues (> 5000). |
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69 |
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70 You may install Xapian at any time, even after a tracker has been |
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71 installed and used. You will need to run the "roundup-admin reindex" |
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72 command if the tracker has existing data. |
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73 |
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74 Roundup requires Xapian *newer* than 0.9.2 - it may be necessary for |
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75 you to install a snapshot. Snapshot "0.9.2_svn6532" has been tried |
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76 successfully. |
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77 |
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78 pyopenssl |
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79 If pyopenssl_ is installed the roundup-server can be configured |
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80 to serve trackers over SSL. If you are going to serve roundup via |
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81 proxy through a server with SSL support (e.g. apache) then this is |
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82 unnecessary. |
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83 |
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84 pyme |
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85 If pyme_ is installed you can configure the mail gateway to perform |
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86 verification or decryption of incoming OpenPGP MIME messages. When |
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87 configured, you can require email to be cryptographically signed |
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88 before roundup will allow it to make modifications to issues. |
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89 |
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90 .. _Xapian: http://www.xapian.org/ |
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91 .. _pytz: http://www.python.org/pypi/pytz |
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92 .. _Olson tz database: http://www.twinsun.com/tz/tz-link.htm |
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93 .. _pyopenssl: http://pyopenssl.sourceforge.net |
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94 .. _pyme: http://pyme.sourceforge.net |
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95 |
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96 |
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97 Getting Roundup |
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98 =============== |
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99 |
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100 .. note:: |
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101 Some systems, such as Debian and NetBSD, already have Roundup |
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102 installed. Try running the command "roundup-admin" with no arguments, |
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103 and if it runs you may skip the `Basic Installation Steps`_ |
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104 below and go straight to `configuring your first tracker`_. |
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105 |
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106 Download the latest version from http://roundup.sf.net/. |
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107 |
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108 If you're using WinZIP's "classic" interface, make sure the "Use |
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109 folder names" check box is checked before you extract the files. |
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110 |
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111 |
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112 For The Really Impatient |
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113 ======================== |
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114 |
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115 If you just want to give Roundup a whirl Right Now, then simply run |
| 3647 | 116 ``roundup-demo``. |
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118 This will set up a simple demo tracker on your machine. [1]_ |
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119 When it's done, it'll print out a URL to point your web browser at |
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120 so you may start playing. Three users will be set up: |
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122 1. anonymous - the "default" user with permission to do very little |
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123 2. demo (password "demo") - a normal user who may create issues |
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124 3. admin (password "admin") - an administrative user who has complete |
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125 access to the tracker |
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126 |
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127 .. [1] Demo tracker is set up to be accessed by localhost browser. |
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128 If you run demo on a server host, please stop the demo when |
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129 it has shown startup notice, open file ``demo/config.ini`` with |
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130 your editor, change host name in the ``web`` option in section |
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131 ``[tracker]``, save the file, then re-run the demo program. |
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132 |
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133 Installation |
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134 ============ |
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135 |
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136 Set aside 15-30 minutes. There's several steps to follow in your |
| 1228 | 137 installation: |
| 1049 | 138 |
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139 1. `basic installation steps`_ if Roundup is not installed on your system |
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140 2. `configuring your first tracker`_ that all installers must follow |
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141 3. then optionally `configure a web interface`_ |
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142 4. and optionally `configure an email interface`_ |
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143 5. `UNIX environment steps`_ to take if you're installing on a shared |
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144 UNIX machine and want to restrict local access to roundup |
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145 6. `additional language codecs`_ |
| 1049 | 146 |
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147 For information about how Roundup installs, see the `administration |
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148 guide`_. |
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149 |
| 1049 | 150 |
| 151 Basic Installation Steps | |
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152 ------------------------ |
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153 |
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154 To install the Roundup support code into your Python tree and |
| 3524 | 155 Roundup scripts into /usr/bin (substitute that path for whatever is |
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156 appropriate on your system). You need to have write permissions |
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157 for these locations, eg. being root on unix:: |
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158 |
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159 python setup.py install |
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160 |
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161 If you would like to place the Roundup scripts in a directory other |
| 3524 | 162 than ``/usr/bin``, then specify the preferred location with |
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163 ``--install-script``. For example, to install them in |
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164 ``/opt/roundup/bin``:: |
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165 |
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166 python setup.py install --install-scripts=/opt/roundup/bin |
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167 |
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168 You can also use the ``--prefix`` option to use a completely different |
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169 base directory, if you do not want to use administrator rights. If you |
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170 choose to do this, you may have to change Python's search path (sys.path) |
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171 yourself. |
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172 |
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173 |
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174 Configuring your first tracker |
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175 ------------------------------ |
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176 |
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177 1. To create a Roundup tracker (necessary to do before you can |
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178 use the software in any real fashion), you need to set up a "tracker |
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179 home": |
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180 |
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181 a. (Optional) If you intend to keep your roundup trackers |
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182 under one top level directory which does not exist yet, |
| 1228 | 183 you should create that directory now. Example:: |
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184 |
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185 mkdir /opt/roundup/trackers |
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186 |
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187 b. Either add the Roundup script location to your ``PATH`` |
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188 environment variable or specify the full path to |
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189 the command in the next step. |
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190 |
| 1228 | 191 c. Install a new tracker with the command ``roundup-admin install``. |
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192 You will be asked a series of questions. Descriptions of the provided |
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193 templates can be found in `choosing your template`_ below. Descriptions |
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194 of the available backends can be found in `choosing your backend`_ |
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195 below. The questions will be something like (you may have more |
| 1228 | 196 templates or backends available):: |
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197 |
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198 Enter tracker home: /opt/roundup/trackers/support |
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199 Templates: classic |
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200 Select template [classic]: classic |
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201 Back ends: anydbm, mysql, sqlite |
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202 Select backend [anydbm]: anydbm |
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203 |
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204 Note: "Back ends" selection list depends on availability of |
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205 third-party database modules. Standard python distribution |
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206 includes anydbm module only. |
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207 |
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208 The "support" part of the tracker name can be anything you want - it |
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209 is going to be used as the directory that the tracker information |
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210 will be stored in. |
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211 |
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212 You will now be directed to edit the tracker configuration and |
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213 initial schema. At a minimum, you must set "main :: admin_email" |
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214 (that's the "admin_email" option in the "main" section) "mail :: |
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215 host", "tracker :: web" and "mail :: domain". If you get stuck, |
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216 and get configuration file errors, then see the `tracker |
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217 configuration`_ section of the `customisation documentation`_. |
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218 |
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219 If you just want to get set up to test things quickly (and follow |
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220 the instructions in step 3 below), you can even just set the |
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221 "tracker :: web" variable to:: |
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222 |
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223 web = http://localhost:8080/support/ |
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224 |
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225 The URL *must* end in a '/', or your web interface *will not work*. |
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226 See `Customising Roundup`_ for details on configuration and schema |
| 2409 | 227 changes. You may change any of the configuration after |
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228 you've initialised the tracker - it's just better to have valid values |
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229 for this stuff now. |
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230 |
| 1228 | 231 d. Initialise the tracker database with ``roundup-admin initialise``. |
| 232 You will need to supply an admin password at this step. You will be | |
| 233 prompted:: | |
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234 |
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235 Admin Password: |
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236 Confirm: |
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237 |
| 2401 | 238 Note: running this command will *destroy any existing data in the |
| 239 database*. In the case of MySQL and PostgreSQL, any exsting database | |
| 240 will be dropped and re-created. | |
| 241 | |
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242 Once this is done, the tracker has been created. |
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243 |
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244 2. At this point, your tracker is set up, but doesn't have a nice user |
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245 interface. To set that up, we need to `configure a web interface`_ and |
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246 optionally `configure an email interface`_. If you want to try your |
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247 new tracker out, assuming "tracker :: web" is set to |
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248 ``'http://localhost:8080/support/'``, run:: |
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249 |
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250 roundup-server support=/opt/roundup/trackers/support |
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251 |
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252 then direct your web browser at: |
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253 |
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254 http://localhost:8080/support/ |
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255 |
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256 and you should see the tracker interface. |
| 1049 | 257 |
| 258 | |
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259 Choosing Your Template |
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260 ---------------------- |
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261 |
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262 Classic Template |
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263 ~~~~~~~~~~~~~~~~ |
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264 |
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265 The classic template is the one defined in the `Roundup Specification`_. It |
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266 holds issues which have priorities and statuses. Each issue may also have a |
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267 set of messages which are disseminated to the issue's list of nosy users. |
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268 |
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269 Minimal Template |
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270 ~~~~~~~~~~~~~~~~ |
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271 |
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272 The minimal template has the minimum setup required for a tracker |
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273 installation. That is, it has the configuration files, defines a user database |
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274 and the basic HTML interface to that. It's a completely clean slate for you to |
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275 create your tracker on. |
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276 |
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277 |
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278 Choosing Your Backend |
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279 --------------------- |
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280 |
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281 The actual storage of Roundup tracker information is handled by backends. |
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282 There's several to choose from, each with benefits and limitations: |
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283 |
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284 ========== =========== ===== ============================== |
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285 Name Speed Users Support |
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286 ========== =========== ===== ============================== |
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287 anydbm Slowest Few Always available |
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288 sqlite Fastest(*) Few May need install (PySQLite_) |
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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** |
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294 This uses the embedded database engine PySQLite_ to provide a very fast |
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295 backend. This is not suitable for trackers which will have many |
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296 simultaneous users, but requires much less installation and maintenance |
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297 effort than more scalable postgresql and mysql backends. |
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298 |
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299 SQLite is supported via PySQLite versions 1.1.7, 2.1.0 and sqlite3 (the last |
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300 being bundled with Python 2.5+) |
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301 |
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302 Installed SQLite should be the latest version available (3.3.8 is known |
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303 to work, 3.1.3 is known to have problems). |
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304 **postgresql** |
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305 Backend for popular RDBMS PostgreSQL. You must read doc/postgresql.txt for |
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306 additional installation steps and requirements. You must also configure |
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307 the ``rdbms`` section of your tracker's ``config.ini``. It is recommended |
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308 that you use at least version 1.1.21 of psycopg. |
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309 **mysql** |
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310 Backend for popular RDBMS MySQL. You must read doc/mysql.txt for additional |
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311 installation steps and requirements. You must also configure the ``rdbms`` |
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312 section of your tracker's ``config.ini`` |
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313 |
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314 You may defer your decision by setting your tracker up with the anydbm |
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315 backend (which is guaranteed to be available) and switching to one of the |
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316 other backends at any time using the instructions in the `administration |
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317 guide`_. |
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318 |
| 2401 | 319 Regardless of which backend you choose, Roundup will attempt to initialise |
| 320 a new database for you when you run the roundup-admin "initialise" command. | |
| 321 In the case of MySQL and PostgreSQL you will need to have the appropriate | |
| 322 privileges to create databases. | |
| 323 | |
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324 |
| 1228 | 325 Configure a Web Interface |
| 326 ------------------------- | |
| 327 | |
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328 There are five web interfaces to choose from: |
| 1228 | 329 |
| 330 1. `web server cgi-bin`_ | |
| 331 2. `stand-alone web server`_ | |
| 332 3. `Zope product - ZRoundup`_ | |
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333 4. `Apache HTTP Server with mod_python`_ |
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334 5. `WSGI handler`_ |
| 1228 | 335 |
| 336 You may need to give the web server user permission to access the tracker home | |
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337 - see the `UNIX environment steps`_ for information. You may also need to |
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338 configure your system in some way - see `platform-specific notes`_. |
| 1228 | 339 |
| 340 | |
| 341 Web Server cgi-bin | |
| 342 ~~~~~~~~~~~~~~~~~~ | |
| 343 | |
| 344 A benefit of using the cgi-bin approach is that it's the easiest way to | |
| 345 restrict access to your tracker to only use HTTPS. Access will be slower | |
| 346 than through the `stand-alone web server`_ though. | |
| 347 | |
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348 If your Python isn't installed as "python" then you'll need to edit |
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349 the ``roundup.cgi`` script to fix the first line. |
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350 |
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351 If you're using IIS on a Windows platform, you'll need to run this command |
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352 for the cgi to work (it turns on the PATH_INFO cgi variable):: |
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353 |
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354 adsutil.vbs set w3svc/AllowPathInfoForScriptMappings TRUE |
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355 |
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356 The ``adsutil.vbs`` file can be found in either ``c:\inetpub\adminscripts`` |
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357 or ``c:\winnt\system32\inetsrv\adminsamples\`` or |
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358 ``c:\winnt\system32\inetsrv\adminscripts\`` depending on your installation. |
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359 |
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360 More information about ISS setup may be found at: |
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361 |
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362 http://support.microsoft.com/default.aspx?scid=kb%3Ben-us%3B276494 |
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363 |
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364 Copy the ``frontends/roundup.cgi`` file to your web server's ``cgi-bin`` |
| 1228 | 365 directory. You will need to configure it to tell it where your tracker home |
| 366 is. You can do this either: | |
| 367 | |
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368 Through an environment variable |
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369 Set the variable TRACKER_HOMES to be a colon (":") separated list of |
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370 name=home pairs (if you're using apache, the SetEnv directive can do this) |
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371 |
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372 Directly in the ``roundup.cgi`` file itself |
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373 Add your instance to the TRACKER_HOMES variable as ``'name': 'home'`` |
| 1228 | 374 |
| 375 The "name" part of the configuration will appear in the URL and identifies the | |
| 376 tracker (so you may have more than one tracker per cgi-bin script). Make sure | |
| 377 there are no spaces or other illegal characters in it (to be safe, stick to | |
| 378 letters and numbers). The "name" forms part of the URL that appears in the | |
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379 tracker config "tracker :: web" variable, so make sure they match. The "home" |
| 1228 | 380 part of the configuration is the tracker home directory. |
| 381 | |
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382 If you're using Apache, you can use an additional trick to hide the |
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383 ``.cgi`` extension of the cgi script. Place the ``roundup.cgi`` script |
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384 wherever you want it to be, rename it to just ``roundup``, and add a |
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385 couple lines to your Apache configuration:: |
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386 |
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387 <Location /path/to/roundup> |
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388 SetHandler cgi-script |
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389 </Location> |
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390 |
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391 |
| 1228 | 392 Stand-alone Web Server |
| 393 ~~~~~~~~~~~~~~~~~~~~~~ | |
| 394 | |
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395 This approach will give you faster response than cgi-bin. You may |
| 1228 | 396 investigate using ProxyPass or similar configuration in apache to have your |
| 397 tracker accessed through the same URL as other systems. | |
| 398 | |
| 399 The stand-alone web server is started with the command ``roundup-server``. It | |
| 400 has several options - display them with ``roundup-server -h``. | |
| 401 | |
| 402 The tracker home configuration is similar to the cgi-bin - you may either edit | |
| 403 the script to change the TRACKER_HOMES variable or you may supply the | |
| 404 name=home values on the command-line after all the other options. | |
| 405 | |
| 406 To make the server run in the background, use the "-d" option, specifying the | |
| 407 name of a file to write the server process id (pid) to. | |
| 408 | |
| 409 | |
| 410 Zope Product - ZRoundup | |
| 411 ~~~~~~~~~~~~~~~~~~~~~~~ | |
| 412 | |
| 413 ZRoundup installs as a regular Zope product. Copy the ZRoundup directory to | |
| 414 your Products directory either in INSTANCE_HOME/Products or the Zope | |
| 415 code tree lib/python/Products. | |
| 416 | |
| 417 When you next (re)start up Zope, you will be able to add a ZRoundup object | |
| 418 that interfaces to your new tracker. | |
| 419 | |
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420 Apache HTTP Server with mod_python |
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421 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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422 |
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423 `Mod_python`_ is an `Apache`_ module that embeds the Python interpreter |
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424 within the server. Running Roundup this way is much faster than all |
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425 above options and, like `web server cgi-bin`_, allows you to use HTTPS |
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426 protocol. The drawback is that this setup is more complicated. |
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427 |
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428 The following instructions were tested on apache 2.0 with mod_python 3.1. |
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429 If you are using older versions, your mileage may vary. |
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430 |
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431 Mod_python uses OS threads. If your apache was built without threads |
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432 (quite commonly), you must load the threading library to run mod_python. |
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433 This is done by setting ``LD_PRELOAD`` to your threading library path |
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434 in apache ``envvars`` file. Example for gentoo linux (``envvars`` file |
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435 is located in ``/usr/lib/apache2/build/``):: |
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436 |
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437 LD_PRELOAD=/lib/libpthread.so.0 |
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438 export LD_PRELOAD |
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439 |
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440 Example for FreeBSD (``envvars`` is in ``/usr/local/sbin/``):: |
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441 |
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442 LD_PRELOAD=/usr/lib/libc_r.so |
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443 export LD_PRELOAD |
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444 |
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445 Next, you have to add Roundup trackers configuration to apache config. |
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446 Roundup apache interface uses two options specified with ``PythonOption`` |
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447 directives: |
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448 |
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449 TrackerHome: |
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450 defines the tracker home directory - the directory that was specified |
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451 when you did ``roundup-admin init``. This option is required. |
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452 |
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453 TrackerLaguage: |
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454 defines web user interface language. mod_python applications do not |
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455 receive OS environment variables in the same way as command-line |
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456 programs, so the language cannot be selected by setting commonly |
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457 used variables like ``LANG`` or ``LC_ALL``. ``TrackerLanguage`` |
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458 value has the same syntax as values of these environment variables. |
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459 This option may be omitted. |
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460 |
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461 TrackerDebug: |
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462 run the tracker in debug mode. Setting this option to ``yes`` or |
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463 ``true`` has the same effect as running ``roundup-server -t debug``: |
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464 the database schema and used html templates are rebuilt for each |
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465 HTTP request. Values ``no`` or ``false`` mean that all html |
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466 templates for the tracker are compiled and the database schema is |
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467 checked once at startup. This is the default behaviour. |
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468 |
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469 TrackerTiming: |
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470 has nearly the same effect as environment variable ``CGI_SHOW_TIMING`` |
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471 for standalone roundup server. The difference is that setting this |
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472 option to ``no`` or ``false`` disables timings display. Value |
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473 ``comment`` writes request handling times in html comment, and |
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474 any other non-empty value makes timing report visible. By default, |
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475 timing display is disabled. |
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476 |
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477 In the following example we have two trackers set up in |
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478 ``/var/db/roundup/support`` and ``/var/db/roundup/devel`` and accessed |
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479 as ``https://my.host/roundup/support/`` and ``https://my.host/roundup/devel/`` |
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480 respectively (provided Apache has been set up for SSL of course). |
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481 Having them share same parent directory allows us to |
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482 reduce the number of configuration directives. Support tracker has |
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483 russian user interface. The other tracker (devel) has english user |
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484 interface (default). |
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485 |
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486 Static files from ``html`` directory are served by apache itself - this |
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487 is quickier and generally more robust than doing that from python. |
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488 Everything else is aliased to dummy (non-existing) ``py`` file, |
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489 which is handled by mod_python and our roundup module. |
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490 |
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491 Example mod_python configuration:: |
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492 |
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493 ################################################# |
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494 # Roundup Issue tracker |
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495 ################################################# |
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496 # enable Python optimizations (like 'python -O') |
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497 PythonOptimize On |
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498 # let apache handle static files from 'html' directories |
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499 AliasMatch /roundup/(.+)/@@file/(.*) /var/db/roundup/$1/html/$2 |
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500 # everything else is handled by roundup web UI |
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501 AliasMatch /roundup/([^/]+)/(?!@@file/)(.*) /var/db/roundup/$1/dummy.py/$2 |
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502 # roundup requires a slash after tracker name - add it if missing |
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503 RedirectMatch permanent /roundup/([^/]+)$ /roundup/$1/ |
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504 # common settings for all roundup trackers |
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505 <Directory /var/db/roundup/*> |
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506 Order allow,deny |
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507 Allow from all |
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508 AllowOverride None |
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509 Options None |
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510 AddHandler python-program .py |
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511 PythonHandler roundup.cgi.apache |
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512 # uncomment the following line to see tracebacks in the browser |
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513 # (note that *some* tracebacks will be displayed anyway) |
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514 #PythonDebug On |
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515 </Directory> |
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516 # roundup tracker homes |
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517 <Directory /var/db/roundup/support> |
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518 PythonOption TrackerHome /var/db/roundup/support |
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519 PythonOption TrackerLanguage ru |
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520 </Directory> |
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521 <Directory /var/db/roundup/devel> |
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522 PythonOption TrackerHome /var/db/roundup/devel |
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523 </Directory> |
| 3814 | 524 |
| 525 Notice that the ``/var/db/roundup`` path shown above refers to the directory | |
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526 in which the tracker homes are stored. The actual value will thus depend on |
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527 your system. |
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528 |
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529 On Windows the corresponding lines will look similar to these:: |
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530 |
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531 AliasMatch /roundup/(.+)/@@file/(.*) C:/DATA/roundup/$1/html/$2 |
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532 AliasMatch /roundup/([^/]+)/(?!@@file/)(.*) C:/DATA/roundup/$1/dummy.py/$2 |
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533 <Directory C:/DATA/roundup/*> |
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534 <Directory C:/DATA/roundup/support> |
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535 <Directory C:/DATA/roundup/devel> |
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536 |
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537 In this example the directory hosting all of the tracker homes is |
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538 ``C:\DATA\roundup``. (Notice that you must use forward slashes in paths |
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539 inside the httpd.conf file!) |
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540 |
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541 The URL for accessing these trackers then become: |
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542 `http://<roundupserver>/roundup/support/`` and |
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543 ``http://<roundupserver>/roundup/devel/`` |
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544 |
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545 Note that in order to use https connections you must set up Apache for secure |
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546 serving with SSL. |
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547 |
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548 WSGI Handler |
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549 ~~~~~~~~~~~~ |
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550 |
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551 The WSGI handler is quite simple. The following sample code shows how |
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552 to use it:: |
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553 |
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554 from wsgiref.simple_server import make_server |
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555 |
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556 # obtain the WSGI request dispatcher |
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557 from roundup.cgi.wsgi_handler import RequestDispatcher |
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558 tracker_home = 'demo' |
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559 app = RequestDispatcher(tracker_home) |
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560 |
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561 httpd = make_server('', 8917, app) |
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562 httpd.serve_forever() |
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563 |
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564 To test the above you should create a demo tracker with ``python demo.py``. |
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565 Edit the ``config.ini`` to change the web URL to "http://localhost:8917/". |
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566 |
| 1228 | 567 |
| 568 Configure an Email Interface | |
| 569 ---------------------------- | |
| 570 | |
| 571 If you don't want to use the email component of Roundup, then remove the | |
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572 "``nosyreaction.py``" module from your tracker "``detectors``" directory. |
| 1228 | 573 |
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574 See `platform-specific notes`_ for steps that may be needed on your system. |
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575 |
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576 There are five supported ways to get emailed issues into the |
| 1228 | 577 Roundup tracker. You should pick ONE of the following, all |
| 578 of which will continue my example setup from above: | |
| 579 | |
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580 As a mail alias pipe process |
| 1228 | 581 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
| 582 | |
| 583 Set up a mail alias called "issue_tracker" as (include the quote marks): | |
| 3524 | 584 "``|/usr/bin/python /usr/bin/roundup-mailgw <tracker_home>``" |
| 585 (substitute ``/usr/bin`` for wherever roundup-mailgw is installed). | |
| 1228 | 586 |
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587 In some installations (e.g. RedHat Linux and Fedora Core) you'll need to |
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588 set up smrsh so sendmail will accept the pipe command. In that case, |
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589 symlink ``/etc/smrsh/roundup-mailgw`` to "``/usr/bin/roundup-mailgw``" |
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590 and change the command to:: |
| 1228 | 591 |
| 592 |roundup-mailgw /opt/roundup/trackers/support | |
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593 |
| 1228 | 594 To test the mail gateway on unix systems, try:: |
| 595 | |
| 596 echo test |mail -s '[issue] test' support@YOUR_DOMAIN_HERE | |
| 597 | |
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598 Be careful that some mail systems (postfix for example) will impost a |
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599 limits on processes they spawn. In particular postfix can set a file size |
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600 limit. *This can cause your Roundup database to become corrupted.* |
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601 |
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602 |
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603 As a custom router/transport using a pipe process (Exim4 specific) |
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604 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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605 |
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606 The following configuration snippets for `Exim 4`_ configuration |
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607 implement a custom router & transport to accomplish mail delivery to |
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608 roundup-mailgw. A configuration for Exim3 is similar but not |
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609 included, since Exim3 is considered obsolete. |
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610 |
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611 .. _Exim 4: http://www.exim.org/ |
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612 |
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613 This configuration is similar to the previous section, in that it uses |
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614 a pipe process. However, there are advantages to using a custom |
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615 router/transport process, if you are using Exim. |
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616 |
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617 * This avoids privilege escalation, since otherwise the pipe process |
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618 will run as the mail user, typically mail. The transport can be |
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619 configured to run as the user appropriate for the task at hand. In the |
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620 transport described in this section, Exim4 runs as the unprivileged |
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621 user ``roundup``. |
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622 |
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623 * Separate configuration is not required for each tracker |
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624 instance. When a email arrives at the server, Exim passes it through |
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625 the defined routers. The roundup_router looks for a match with one of |
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626 the roundup directories, and if there is one it is passed to the |
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627 roundup_transport, which uses the pipe process described in the |
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628 previous section (`As a mail alias pipe process`_). |
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629 |
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630 The matching is done in the line:: |
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631 |
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632 require_files = /usr/bin/roundup-mailgw:ROUNDUP_HOME/$local_part/schema.py |
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633 |
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634 The following configuration has been tested on Debian Sarge with |
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635 Exim4. |
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636 |
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637 .. note:: |
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638 Note that the Debian Exim4 packages don't allow pipes in alias files |
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639 by default, so the method described in the section `As a mail alias |
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640 pipe process`_ will not work with the default configuration. However, |
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641 the method described in this section does. See the discussion in |
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642 ``/usr/share/doc/exim4-config/README.system_aliases`` on any Debian |
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643 system with Exim4 installed. |
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644 |
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645 For more Debian-specific information, see suggested addition to |
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646 README.Debian in |
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647 http://bugs.debian.org/cgi-bin/bugreport.cgi?bug=343283, which will |
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648 hopefully be merged into the Debian package eventually. |
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649 |
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650 This config makes a few assumptions: |
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651 |
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652 * That the mail address corresponding to the tracker instance has the |
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653 same name as the directory of the tracker instance, i.e. the mail |
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654 interface address corresponding to a Roundup instance called |
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655 ``/var/lib/roundup/trackers/mytracker`` is ``mytracker@your.host``. |
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656 |
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657 * That (at least) all the db subdirectories of all the tracker |
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658 instances (ie. ``/var/lib/roundup/trackers/*/db``) are owned by the same |
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659 user, in this case, 'roundup'. |
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660 |
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661 * That if the ``schema.py`` file exists, then the tracker is ready for |
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662 use. Another option is to use the ``config.ini`` file (this changed |
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663 in 0.8 from ``config.py``). |
|
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664 |
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665 Macros for Roundup router/transport. Should be placed in the macros |
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666 section of the Exim4 config:: |
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667 |
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668 # Home dir for your Roundup installation |
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669 ROUNDUP_HOME=/var/lib/roundup/trackers |
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670 |
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671 # User and group for Roundup. |
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672 ROUNDUP_USER=roundup |
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673 ROUNDUP_GROUP=roundup |
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674 |
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675 Custom router for Roundup. This will (probably) work if placed at the |
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676 beginning of the router section of the Exim4 config:: |
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677 |
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678 roundup_router: |
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679 driver = accept |
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680 # The config file config.ini seems like a more natural choice, but the |
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681 # file config.py was replaced by config.ini in 0.8, and schema.py needs |
|
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682 # to be present too. |
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683 require_files = /usr/bin/roundup-mailgw:ROUNDUP_HOME/$local_part/schema.py |
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684 transport = roundup_transport |
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685 |
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686 Custom transport for Roundup. This will (probably) work if placed at |
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687 the beginning of the router section of the Exim4 config:: |
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688 |
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689 roundup_transport: |
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690 driver = pipe |
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691 command = /usr/bin/python /usr/bin/roundup-mailgw ROUNDUP_HOME/$local_part/ |
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692 current_directory = ROUNDUP_HOME |
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693 home_directory = ROUNDUP_HOME |
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694 user = ROUNDUP_USER |
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695 group = ROUNDUP_GROUP |
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696 |
|
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697 As a regular job using a mailbox source |
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698 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
| 1228 | 699 |
|
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700 Set ``roundup-mailgw`` up to run every 10 minutes or so. For example |
| 3524 | 701 (substitute ``/usr/bin`` for wherever roundup-mailgw is installed):: |
| 1228 | 702 |
| 3524 | 703 0,10,20,30,40,50 * * * * /usr/bin/roundup-mailgw /opt/roundup/trackers/support mailbox <mail_spool_file> |
| 1228 | 704 |
| 705 Where the ``mail_spool_file`` argument is the location of the roundup submission | |
| 706 user's mail spool. On most systems, the spool for a user "issue_tracker" | |
| 707 will be "``/var/mail/issue_tracker``". | |
| 708 | |
|
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709 As a regular job using a POP source |
|
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710 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
| 1228 | 711 |
|
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712 To retrieve from a POP mailbox, use a *cron* entry similar to the mailbox |
| 3524 | 713 one (substitute ``/usr/bin`` for wherever roundup-mailgw is |
|
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|
714 installed):: |
| 1228 | 715 |
| 3524 | 716 0,10,20,30,40,50 * * * * /usr/bin/roundup-mailgw /opt/roundup/trackers/support pop <pop_spec> |
|
1317
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|
717 |
| 1228 | 718 where pop_spec is "``username:password@server``" that specifies the roundup |
| 719 submission user's POP account name, password and server. | |
| 720 | |
|
1317
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|
721 On windows, you would set up the command using the windows scheduler. |
|
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|
722 |
|
2211
272b654b1227
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|
723 As a regular job using an IMAP source |
|
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|
724 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
|
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|
725 |
|
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|
726 To retrieve from an IMAP mailbox, use a *cron* entry similar to the |
| 3524 | 727 POP one (substitute ``/usr/bin`` for wherever roundup-mailgw is |
|
3405
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|
728 installed):: |
|
2211
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|
729 |
| 3524 | 730 0,10,20,30,40,50 * * * * /usr/bin/roundup-mailgw /opt/roundup/trackers/support imap <imap_spec> |
|
2211
272b654b1227
*** empty log message ***
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|
731 |
|
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|
732 where imap_spec is "``username:password@server``" that specifies the roundup |
|
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|
733 submission user's IMAP account name, password and server. You may |
|
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|
734 optionally include a mailbox to use other than the default ``INBOX`` with |
|
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735 "``imap username:password@server mailbox``". |
|
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|
736 |
|
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|
737 If you have a secure (ie. HTTPS) IMAP server then you may use ``imaps`` |
|
272b654b1227
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|
738 in place of ``imap`` in the command to use a secure connection. |
|
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|
739 |
|
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|
740 As with the POP job, on windows, you would set up the command using the |
|
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|
741 windows scheduler. |
|
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|
742 |
| 1228 | 743 |
|
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744 UNIX Environment Steps |
|
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|
745 ---------------------- |
|
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|
746 |
|
1089
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|
747 Each tracker ideally should have its own UNIX group, so create |
| 1049 | 748 a UNIX group (edit ``/etc/group`` or your appropriate NIS map if |
| 749 you're using NIS). To continue with my examples so far, I would | |
| 750 create the UNIX group 'support', although the name of the UNIX | |
|
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|
751 group does not have to be the same as the tracker name. To this |
| 1049 | 752 'support' group I then add all of the UNIX usernames who will be |
|
1089
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|
753 working with this Roundup tracker. In addition to 'real' users, |
| 1049 | 754 the Roundup email gateway will need to have permissions to this |
| 755 area as well, so add the user your mail service runs as to the | |
|
1574
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|
756 group (typically "mail" or "daemon"). The UNIX group might then |
|
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changeset
|
757 look like:: |
| 1049 | 758 |
| 759 support:*:1002:jblaine,samh,geezer,mail | |
|
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|
760 |
| 1049 | 761 If you intend to use the web interface (as most people do), you |
| 762 should also add the username your web server runs as to the group. | |
| 763 My group now looks like this:: | |
|
659
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|
764 |
| 1049 | 765 support:*:1002:jblaine,samh,geezer,mail,apache |
| 766 | |
|
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|
767 The tracker "db" directory should be chmod'ed g+sw so that the group can |
|
1078
344bad728d10
more tweakage of help display and style issues
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1049
diff
changeset
|
768 write to the database, and any new files created in the database will be owned |
|
344bad728d10
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parents:
1049
diff
changeset
|
769 by the group. |
|
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more tweakage of help display and style issues
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1049
diff
changeset
|
770 |
|
2594
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|
771 If you're using the mysql or postgresql backend then you'll need to ensure |
|
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|
772 that the tracker user has appropriate permissions to create/modify the |
|
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|
773 database. If you're using roundup.cgi, the apache user needs permissions |
|
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|
774 to modify the database. Alternatively, explicitly specify a database login |
|
2921
ad4fb8a14a97
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diff
changeset
|
775 in ``rdbms`` -> ``user`` and ``password`` in ``config.ini``. |
|
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|
776 |
| 1049 | 777 An alternative to the above is to create a new user who has the sole |
| 778 responsibility of running roundup. This user: | |
|
659
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changeset
|
779 |
| 1049 | 780 1. runs the CGI interface daemon |
| 781 2. runs regular polls for email | |
| 782 3. runs regular checks (using cron) to ensure the daemon is up | |
| 783 4. optionally has no login password so that nobody but the "root" user | |
| 784 may actually login and play with the roundup setup. | |
|
659
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changeset
|
785 |
|
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|
786 If you're using a Linux system (e.g. Fedora Core) with SELinux enabled, |
|
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|
787 you will need to ensure that the db directory has a context that |
|
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|
788 permits the web server to modify and create files. If you're using the |
|
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parents:
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changeset
|
789 mysql or postgresql backend you may also need to update your policy to |
|
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parents:
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changeset
|
790 allow the web server to access the database socket. |
|
9f4dd27ae843
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diff
changeset
|
791 |
|
659
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parents:
diff
changeset
|
792 |
|
1939
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|
793 Additional Language Codecs |
|
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|
794 -------------------------- |
|
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|
795 |
|
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changeset
|
796 If you intend to send messages to Roundup that use Chinese, Japanese or |
|
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changeset
|
797 Korean encodings the you'll need to obtain CJKCodecs from |
|
1303c208419d
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|
798 http://cjkpython.berlios.de/ |
|
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changeset
|
799 |
|
1303c208419d
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800 |
|
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801 Public Tracker Considerations |
|
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|
802 ----------------------------- |
|
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|
803 |
|
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804 If you run a public tracker, you will eventually have to think about |
|
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805 dealing with spam entered through both the web and mail interfaces. |
|
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|
806 |
|
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807 The `customisation documentation`_ has a simple detector that will block |
|
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808 a lot of spam attempts. Look for the example "Preventing SPAM". |
|
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|
809 |
|
2069
d8c7fd205cd8
info for installing the CSV module
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diff
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|
810 |
| 1228 | 811 Maintenance |
| 812 =========== | |
|
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|
813 |
|
2003
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|
814 Read the separate `administration guide`_ for information about how to |
| 1228 | 815 perform common maintenance tasks with Roundup. |
| 1049 | 816 |
|
782
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|
817 |
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818 Upgrading |
|
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819 ========= |
|
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820 |
|
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|
821 Read the separate `upgrading document`_, which describes the steps needed to |
|
1089
43ab730ee194
instance -> tracker, node -> item
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822 upgrade existing tracker trackers for each version of Roundup that is |
|
782
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|
823 released. |
|
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824 |
|
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825 |
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826 Further Reading |
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827 =============== |
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828 |
|
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829 If you intend to use Roundup with anything other than the default |
|
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830 templates, if you would like to hack on Roundup, or if you would |
|
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831 like implementation details, you should read `Customising Roundup`_. |
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|
832 |
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|
833 |
|
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834 Running Multiple Trackers |
|
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835 ========================= |
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836 |
|
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837 Things to think about before you jump off the deep end and install |
|
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838 multiple trackers, which involve additional URLs, user databases, email |
|
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839 addresses, databases to back up, etc. |
|
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840 |
|
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|
841 1. Do you want a tracker per product you sell/support? You can just add |
|
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842 a new property to your issues called Product, and filter by that. See |
|
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|
843 the customisation example `adding a new field to the classic schema`_. |
|
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|
844 2. Do you want to track internal software development issues and customer |
|
2186
3f89c8ffe4f1
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845 support issues separately? You can just set up an additional "issue" |
|
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846 class called "cust_issues" in the same tracker, mimicing the normal |
|
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847 "issue" class, but with different properties. See the customisation |
|
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848 example `tracking different types of issues`_. |
|
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|
849 |
|
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|
850 |
|
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|
851 Platform-Specific Notes |
|
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|
852 ======================= |
|
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853 |
|
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854 Windows command-line tools |
|
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855 -------------------------- |
|
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856 |
|
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|
857 To make the command-line tools accessible in Windows, you need to update |
|
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858 the "Path" environment variable in the Registry via a dialog box. |
|
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859 |
|
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|
860 On Windows 2000 and later: |
|
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|
861 |
|
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862 1) Press the "Start" button. |
|
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863 2) Choose "Settings" |
|
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864 3) Choose "Control Panel" |
|
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865 4) Choose "System" |
|
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|
866 5) Choose "Advanced" |
|
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867 6) Choose "Environmental Variables" |
|
1746
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868 7) Add: "<dir>\Scripts" to the "Path" environmental variable. |
|
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869 |
| 1747 | 870 Where <dir> in 7) is the root directory (e.g., ``C:\Python22\Scripts``) |
|
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871 of your Python installation. |
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|
872 |
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|
873 I understand that in XP, 2) above is not needed as "Control |
|
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874 Panel" is directly accessible from "Start". |
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875 |
|
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|
876 I do not believe this is possible to do in previous versions of Windows. |
|
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877 |
|
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|
878 |
|
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|
879 Windows Server |
|
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|
880 -------------- |
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|
881 |
|
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882 To have the Roundup web server start up when your machine boots up, there |
|
bb6e8fafa341
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|
883 are two different methods, the scheduler and installing the service. |
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884 |
|
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|
885 |
|
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|
886 1. Using the Windows scheduler |
|
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|
887 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
|
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888 |
|
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|
889 Set up the following in Scheduled Tasks (note, the following is for a |
|
bb6e8fafa341
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|
890 cygwin setup): |
|
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891 |
|
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892 **Run** |
|
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|
893 |
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894 ``c:\cygwin\bin\bash.exe -c "roundup-server TheProject=/opt/roundup/trackers/support"`` |
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895 |
|
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896 **Start In** |
|
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897 |
|
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898 ``C:\cygwin\opt\roundup\bin`` |
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899 |
|
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900 **Schedule** |
|
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901 |
|
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902 At System Startup |
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903 |
|
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904 To have the Roundup mail gateway run periodically to poll a POP email address, |
|
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905 set up the following in Scheduled Tasks: |
|
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906 |
|
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907 **Run** |
|
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908 |
|
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909 ``c:\cygwin\bin\bash.exe -c "roundup-mailgw /opt/roundup/trackers/support pop roundup:roundup@mail-server"`` |
|
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910 |
|
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911 **Start In** |
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912 |
|
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913 ``C:\cygwin\opt\roundup\bin`` |
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914 |
|
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915 **Schedule** |
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916 |
|
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917 Every 10 minutes from 5:00AM for 24 hours every day |
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918 |
|
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919 Stop the task if it runs for 8 minutes |
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920 |
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921 |
|
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922 2. Installing the roundup server as a Windows service |
|
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923 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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924 |
|
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925 This is more Windows oriented and will make the Roundup server run as |
|
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|
926 soon as the PC starts up without any need for a login or such. It will |
|
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|
927 also be available in the normal Windows Administrative Tools. |
|
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|
928 |
|
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|
929 For this you need first to create a service ini file containing the |
|
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|
930 relevant settings. |
|
1588
1ac46e7e4150
more doc work - new improved overview doc
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|
931 |
|
3797
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|
932 1. It is created if you execute the following command from within the |
|
bb6e8fafa341
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parents:
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|
933 scripts directory (notice the use of backslashes):: |
|
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|
934 |
|
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|
935 roundup-server -S -C <trackersdir>\server.ini -n <servername> -p 8080 -l <trackersdir>\trackerlog.log software=<trackersdir>\Software |
|
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|
936 |
|
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|
937 where the item ``<trackersdir>`` is replaced with the physical directory |
|
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|
938 that hosts all of your trackers. The ``<servername>`` item is the name |
|
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|
939 of your roundup server PC, such as w2003srv or similar. |
|
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parents:
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|
940 |
|
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|
941 2. Next open the now created file ``C:\DATA\roundup\server.ini`` file |
|
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|
942 (if your ``<trackersdir>`` is ``C:\DATA\roundup``). |
|
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|
943 Check the entries for correctness, especially this one:: |
|
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|
944 |
|
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|
945 [trackers] |
|
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|
946 software = C:\DATA\Roundup\Software |
|
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|
947 |
|
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parents:
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|
948 (this is an example where the tracker is named software and its home is |
|
bb6e8fafa341
Updated Windows installation docs (thanks Bo Berglund)
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|
949 ``C:\DATA\Roundup\Software``) |
|
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|
950 |
|
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|
951 3. Next give the commands that actually installs and starts the service:: |
|
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|
952 |
|
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|
953 roundup-server -C C:\DATA\Roundup\server.ini -c install |
|
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|
954 roundup-server -c start |
|
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|
955 |
|
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|
956 4. Finally open the AdministrativeTools/Services applet and locate the |
|
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|
957 Roundup service entry. Open its properties and change it to start |
|
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|
958 automatically instead of manually. |
|
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|
959 |
|
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|
960 If you are using Apache as the webserver you might want to use it with |
|
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|
961 mod_python instead to serve out Roundup. In that case see the mod_python |
|
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|
962 instructions above for details. |
|
1576
80519db85eac
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|
963 |
|
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|
964 |
|
659
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|
965 Sendmail smrsh |
|
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|
966 -------------- |
|
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|
967 |
|
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|
968 If you use Sendmail's ``smrsh`` mechanism, you will need to tell |
|
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|
969 smrsh that roundup-mailgw is a valid/trusted mail handler |
|
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|
970 before it will work. |
|
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|
971 |
|
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|
972 This is usually done via the following 2 steps: |
|
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|
973 |
|
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|
974 1. make a symlink in ``/etc/smrsh`` called ``roundup-mailgw`` |
|
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|
975 which points to the full path of your actual ``roundup-mailgw`` |
|
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|
976 script. |
|
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|
977 |
|
1089
43ab730ee194
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|
978 2. change your alias to ``"|roundup-mailgw <tracker_home>"`` |
|
659
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979 |
|
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|
980 |
|
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|
981 Linux |
|
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|
982 ----- |
|
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|
983 |
|
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|
984 Make sure you read the instructions under `UNIX environment steps`_. |
|
1574
67af854f4c33
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985 |
|
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|
986 |
|
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|
987 Solaris |
|
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|
988 ------- |
|
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|
989 |
|
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|
990 You'll need to build Python. |
|
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|
991 |
|
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|
992 Make sure you read the instructions under `UNIX environment steps`_. |
|
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|
993 |
|
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|
994 |
|
2972
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|
995 Problems? Testing your Python... |
|
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996 ================================ |
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997 |
|
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|
998 .. note:: |
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|
999 The ``run_tests.py`` script is packaged in Roundup's source distribution |
|
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1000 - users of the Windows installer, other binary distributions or |
|
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1001 pre-installed Roundup will need to download the source to use it. |
|
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1002 |
|
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|
1003 Once you've unpacked roundup's source, run ``python run_tests.py`` in the |
|
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|
1004 source directory and make sure there are no errors. If there are errors, |
|
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|
1005 please let us know! |
|
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|
1006 |
|
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|
1007 If the above fails, you may be using the wrong version of python. Try |
|
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1008 ``python2 run_tests.py``. If that works, you will need to substitute |
|
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1009 ``python2`` for ``python`` in all further commands you use in relation to |
|
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1010 Roundup -- from installation and scripts. |
|
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1011 |
|
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1012 |
|
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1013 ------------------------------------------------------------------------------- |
|
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1014 |
|
686
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|
1015 Back to `Table of Contents`_ |
|
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1016 |
|
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|
1017 Next: `User Guide`_ |
|
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1018 |
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1019 .. _`table of contents`: index.html |
|
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|
1020 .. _`user guide`: user_guide.html |
|
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1021 .. _`roundup specification`: spec.html |
|
1245
d8c98af869ff
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|
1022 .. _`tracker configuration`: customizing.html#tracker-configuration |
|
d8c98af869ff
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1023 .. _`customisation documentation`: customizing.html |
|
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1024 .. _`Adding a new field to the classic schema`: |
|
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1025 customizing.html#adding-a-new-field-to-the-classic-schema |
|
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1026 .. _`Tracking different types of issues`: |
|
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1027 customizing.html#tracking-different-types-of-issues |
|
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|
1028 .. _`customising roundup`: customizing.html |
|
882
b99948d32a2d
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parents:
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|
1029 .. _`upgrading document`: upgrading.html |
|
2003
a291bf753037
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|
1030 .. _`administration guide`: admin_guide.html |
|
2554
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|
1031 |
|
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|
1032 |
|
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|
1033 .. _External hyperlink targets: |
|
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|
1034 |
|
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|
1035 .. _apache: http://httpd.apache.org/ |
|
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|
1036 .. _mod_python: http://www.modpython.org/ |
|
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|
1037 .. _MySQLdb: http://sourceforge.net/projects/mysql-python |
|
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|
1038 .. _Psycopg: http://initd.org/software/initd/psycopg |
|
3335
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3303
diff
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|
1039 .. _pysqlite: http://pysqlite.org/ |
