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annotate doc/installation.txt @ 818:254b8d112eec

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cleaned up the indexer code: - it splits more words out (much simpler, faster splitter) - removed code we'll never use (roundup.roundup_indexer has the full implementation, and replaces roundup.indexer) - only index text/plain and rfc822/message (ideas for other text formats to index are welcome) - added simple unit test for indexer. Needs more tests for regression.
author Richard Jones <richard@users.sourceforge.net>
date Mon, 08 Jul 2002 06:58:15 +0000
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children 08858c7be257 b99948d32a2d
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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: 1.13 $
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7 .. contents::
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9
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10 Overview
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11 ========
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12
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13 Broken out separately, there are several conceptual pieces to a
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14 Roundup installation:
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15
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16 Roundup support code
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17 Installed into your Python install's lib directory
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18
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19 Roundup scripts
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20 These include the email gateway, the roundup
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21 HTTP server, the roundup administration command-line interface, etc.
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22
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23 Roundup instances
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24 Instances consist of core support files, issues
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25 (be they bug reports or otherwise), instance configuration file(s),
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26 etc. Roundup instances also adhere to a specific "Template" which
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27 defines the fields usable/assignable on a per-issue basis. A
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28 description of the provided templates follows.
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29
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30 Classic Template
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31 ----------------
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32
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33 The classic template is the one defined in the `Roundup Specification`_. It
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34 holds issues which have priorities and statuses. Each issue may also have a
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35 set of messages which are disseminated to the issue's list of nosy users.
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37
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38 Extended Template
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39 -----------------
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40
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41 The extended template adds additional information to issues: product,
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42 platform, version, targetversion and supportcall.
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43 There is an additional class for
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44 handling support calls, which includes a time log, customername, rate and
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45 source.
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46
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47 The priorty class has different default entries too: "fatal-bug", "bug",
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48 "usability" and "feature".
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49
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50 Users of this template will want to change the contents of the product
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51 class as soon as the instance is created.
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54 Prerequisites
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55 =============
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56
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57 Python 2.1.1 or newer with a functioning anydbm or bsddb module. Download the
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58 latest version from http://www.python.org/. It is highly recommended that
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59 users install the latest patch version of python - 2.1.3 or 2.2.1 - as these
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60 contain many fixes to serious bugs.
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61
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62 If you want to use Berkeley DB bsddb3 with Roundup, use version 3.3.0 or
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63 later. Download the latest version from http://pybsddb.sourceforge.net/.
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66 Testing your Python
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67 -------------------
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69 Run ``python ./run_tests`` and make sure there
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70 are no errors. If there are errors, please let us know!
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71
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72 If the above fails, you may be using the wrong version of python. Try
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73 ``python2 ./run_tests``. If that works, you will need to substitute
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74 ``python2`` for ``python`` in all further commands you use in relation to
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75 Roundup -- from installation and scripts.
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77 Getting Roundup
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78 ===============
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79
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80 Download the latest version from http://roundup.sf.net/.
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83 Installation
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84 ============
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85
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86 Set aside 15-30 minutes. Please make sure you're using a supported version of
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87 Python -- see `testing your python`_.
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88
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89 1. To install the Roundup support code into your Python tree and
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90 Roundup scripts into /usr/local/bin::
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91
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92 python setup.py install
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93
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94 If you would like to place the Roundup scripts in a directory other
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95 than ``/usr/local/bin``, use the ``--install-scripts`` option as follows,
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96 replacing ``/opt/roundup/bin`` with the location where you would like
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97 the scripts to reside::
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98
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99 python setup.py install --install-scripts=/opt/roundup/bin
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100
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101 2. To create a Roundup instance (necessary to do before you can
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102 use the software in any real fashion):
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103
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104 a. (Optional) If you intend to keep your roundup instances
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105 under one top level directory which does not exist yet,
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106 you should create that directory now. Example:
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107
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108 mkdir /opt/roundup/instances
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109
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110 b. Either add the Roundup script location to your ``PATH``
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111 environment variable or specify the full path to
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112 the command in the next step.
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113
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114 c. ``roundup-admin install``
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115
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116 You will be asked a series of questions. A description of
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117 the Roundup-provided templates can be found under the Overview_::
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118
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119 Enter instance home: /opt/roundup/instances/support
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120 Templates: classic, extended
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121 Select template [classic]: classic
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122 Back ends: anydbm, bsddb
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123 Select backend [anydbm]: anydbm
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124
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125 You will now be directed to edit the instance configuration and
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126 initial schema. See `Customising Roundup`_ for details on configuration
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127 and schema changes.
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128
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129 d. ``roundup-admin initialise``
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130
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131 This step initialises the instance database. You will need to supply
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132 an admin password at this step. You will be prompted:
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134 Admin Password:
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135 Confirm:
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136
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137 Once this is done, the instance has been created.
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138
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139 3. Each instance ideally should have its own UNIX group, so create
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140 a UNIX group (edit ``/etc/group`` or your appropriate NIS map if
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141 you're using NIS). To continue with my examples so far, I would
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142 create the UNIX group 'support', although the name of the UNIX
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143 group does not have to be the same as the instance name. To this
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144 'support' group I then add all of the UNIX usernames who will be
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145 working with this Roundup instance. In addition to 'real' users,
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146 the Roundup email gateway will need to have permissions to this
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147 area as well, so add the user your mail service runs as to the
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148 group. The UNIX group might then look like::
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149
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150 support:*:1002:jblaine,samh,geezer,mail
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151
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152 If you intend to use the web interface (as most people do), you
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153 should also add the username your web server runs as to the group.
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154 My group now looks like this::
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155
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156 support:*:1002:jblaine,samh,geezer,mail,apache
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157
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158 4. Configure your new instance by editing the file ``instance_config.py``
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159 located in the instance home you specified in step 2c above. This
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160 file is Python code and must adhere to Python syntax rules, but
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161 don't be daunted if you do not know Python - it should look pretty
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162 straightfoward if you carefully read the comments in the file.
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163
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164 5. There are two supported ways to get emailed issues into the
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165 Roundup instance. You should pick ONE of the following, both
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166 of which will continue my example setup from above:
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167
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168 a. Set up a mail alias called "support" as::
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169
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170 "|/opt/roundup/bin/roundup-mailgw /opt/roundup/instances/support"
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171
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172 If you use Sendmail's ``smrsh`` mechanism, please read the notes
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173 under 'Platform-Specific Notes'
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174
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175 b. OR... Configure roundup-mailgw to run every 10 minutes or
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176 so via ``cron``. My cron job would be (these 2 lines all on one
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177 line)::
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178
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179 10 * * * * /opt/roundup/bin/roundup-mailgw
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180 /opt/roundup/instances/support /var/mail/support
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181
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182 6. TODO (mention perms)
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183
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184 7. Test the email gateway. Under most flavors of UNIX, this
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185 can be done by::
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186
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187 echo test | mail -s '[issue] test' support@YOUR_DOMAIN_HERE
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188
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190 Upgrading
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191 =========
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192
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193 Read the separate upgrading_ document, which describes the steps needed to
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194 upgrade existing tracker instances for each version of Roundup that is
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195 released.
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196
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197
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198 ZRoundup
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199 ========
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200
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201 Install roundup as usual (see installation_).
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202
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203 ZRoundup installs as a regular Zope product. Copy the ZRoundup directory to
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204 your Products directory either in an INSTANCE_HOME/Products or the Zope
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205 code tree lib/python/Products.
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206
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207 You will need to create the instance using the roundup-admin tool (step 2 in
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208 installation_).
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209
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210 When you next (re)start up Zope, you will be able to add a ZRoundup object
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211 that interfaces to your new instance.
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212
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213
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214 Further Reading
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215 ===============
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216
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217 If you intend to use Roundup with anything other than the defualt
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218 templates, if you would like to hack on Roundup, or if you would
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219 like implementation details, you should read `Customising Roundup`_.
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220
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221
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222 Platform-Specific Notes
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223 =======================
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224
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225 Sendmail smrsh
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226 --------------
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227
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228 If you use Sendmail's ``smrsh`` mechanism, you will need to tell
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229 smrsh that roundup-mailgw is a valid/trusted mail handler
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230 before it will work.
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231
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232 This is usually done via the following 2 steps:
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233
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234 1. make a symlink in ``/etc/smrsh`` called ``roundup-mailgw``
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235 which points to the full path of your actual ``roundup-mailgw``
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236 script.
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237
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238 2. change your alias to ``"|roundup-mailgw <instance_home>"``
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239
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240
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241 Linux
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242 -----
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243
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244 Python 2.1.1 as shipped with SuSE7.3 might be missing module
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245 ``_weakref``.
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246
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247 -------------------------------------------------------------------------------
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248
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249 Back to `Table of Contents`_
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250
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251 Next: `Getting Started`_
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252
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253 .. _`table of contents`: index.html
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254 .. _`getting started`: getting_started.html
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255 .. _`roundup specification`: spec.html
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256 .. _`customising roundup`: customizing.html
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257 .. _`upgrading`: upgrading.html
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258
Roundup Issue Tracker: http://roundup-tracker.org/