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author Richard Jones <richard@users.sourceforge.net>
date Thu, 26 Sep 2002 03:04:42 +0000
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1 ==================
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2 Installing Roundup
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3 ==================
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5 :Version: $Revision: 1.26 $
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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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16 Roundup trackers
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17 Trackers consist of issues (be they bug reports or otherwise), tracker
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18 configuration file(s), web HTML files etc. Roundup trackers are initialised
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19 with a "Template" which defines the fields usable/assignable on a
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20 per-issue basis. Descriptions of the provided templates are given in
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21 `choosing your template`_.
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22
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23 Roundup support code
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24 Installed into your Python install's lib directory
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25
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26 Roundup scripts
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27 These include the email gateway, the roundup
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28 HTTP server, the roundup administration command-line interface, etc.
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31 Prerequisites
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32 =============
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33
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34 Python 2.1.1 or newer with a functioning anydbm or bsddb module. Download the
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35 latest version from http://www.python.org/. It is highly recommended that
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36 users install the latest patch version of python - 2.1.3 or 2.2.1 - as these
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37 contain many fixes to serious bugs.
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38
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39 If you want to use Berkeley DB bsddb3 with Roundup, use version 3.3.0 or
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40 later. Download the latest version from http://pybsddb.sourceforge.net/.
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42
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43 Getting Roundup
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44 ===============
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45
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46 Download the latest version from http://roundup.sf.net/.
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47
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48 Testing your Python
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49 -------------------
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50
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51 Once you've unpacked roundup's source, run ``python ./run_tests`` in the
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52 source directory and make sure there are no errors.
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53 If there are errors, please let us know!
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54
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55 If the above fails, you may be using the wrong version of python. Try
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56 ``python2 ./run_tests``. If that works, you will need to substitute
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57 ``python2`` for ``python`` in all further commands you use in relation to
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58 Roundup -- from installation and scripts.
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61 Installation
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62 ============
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63
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64 Set aside 15-30 minutes. Please make sure you're using a supported version of
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65 Python -- see `testing your python`_. There's three sections to this
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66 installation guide:
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67
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68 1. `basic installation steps`_ that all installers must follow
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69 2. `shared environment steps`_ to take if you're installing on a shared
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70 UNIX machine and want to restrict local access to roundup
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71 3. `internet setup`_ steps to take if your tracker is to be used by the wider
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72 internet community
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73
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74 Most users will only need to follow the first step, since the environment will
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75 be a trusted one.
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76
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77
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78 Basic Installation Steps
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79 ------------------------
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80
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81 1. To install the Roundup support code into your Python tree and
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82 Roundup scripts into /usr/local/bin::
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83
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84 python setup.py install
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85
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86 If you would like to place the Roundup scripts in a directory other
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87 than ``/usr/local/bin``, then specify the preferred location with
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88 ``--install-script``. For example, to install them in
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89 ``/opt/roundup/bin``::
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91 python setup.py install --install-scripts=/opt/roundup/bin
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92
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93 2. To create a Roundup tracker (necessary to do before you can
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94 use the software in any real fashion):
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95
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96 a. (Optional) If you intend to keep your roundup trackers
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97 under one top level directory which does not exist yet,
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98 you should create that directory now. Example:
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99
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100 mkdir /opt/roundup/trackers
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101
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102 b. Either add the Roundup script location to your ``PATH``
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103 environment variable or specify the full path to
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104 the command in the next step.
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105
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106 c. ``roundup-admin install``
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107
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108 You will be asked a series of questions. Descriptions of the provided
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109 templates can be found in `choosing your template`_ below. Descriptions
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110 of the available backends can be found in `choosing your backend`_
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111 below. The questions will be something like (you may have more
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112 templates or backends available):
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113
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114 Enter tracker home: /opt/roundup/trackers/support
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115 Templates: classic
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116 Select template [classic]: classic
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117 Back ends: anydbm, bsddb
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118 Select backend [anydbm]: anydbm
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119
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120 You will now be directed to edit the tracker configuration and
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121 initial schema. See `Customising Roundup`_ for details on configuration
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122 and schema changes. Note that you may change any of the configuration
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123 after you've initialised the tracker - it's just better to have valid
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124 values for this stuff now.
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125
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126 d. ``roundup-admin initialise``
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127
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128 This step initialises the tracker database. You will need to supply
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129 an admin password at this step. You will be prompted::
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130
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131 Admin Password:
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132 Confirm:
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133
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134 Once this is done, the tracker has been created.
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135
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136 3. XXX Set up the CGI interface
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137
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138 4. XXX Set up the mail gateway
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140
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141 Choosing Your Template
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142 ----------------------
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143
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144 Classic Template
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145 ~~~~~~~~~~~~~~~~
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146
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147 The classic template is the one defined in the `Roundup Specification`_. It
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148 holds issues which have priorities and statuses. Each issue may also have a
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149 set of messages which are disseminated to the issue's list of nosy users.
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150
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151
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152 Choosing Your Backend
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153 ---------------------
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154
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155 The actual storage of Roundup tracker information is handled by backends.
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156 There's several to choose from, each with benefits and limitations:
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157
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158 **anydbm**
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159 This backend is guaranteed to work on any system that Python runs on. It
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160 will generally choose the best dbm backend that is available on your system
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161 (from the list dbhash, gdbm, dbm, dumbdbm). It is the least scaleable of all
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162 backends, but performs well enough for a smallish tracker (a couple of
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163 thousand issues, under fifty users, ...).
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164 **bsddb**
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165 This effectively the same as anydbm, but uses the bsddb backend. This allows
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166 it to gain some performance and scaling benefits.
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167 **bsddb3**
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168 Again, this effectively the same as anydbm, but uses the bsddb3 backend.
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169 This allows it to gain some performance and scaling benefits.
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170 **sqlite**
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171 This uses the SQLite embedded RDBMS to provide a fast, scaleable backend.
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172 There are no limitations, and it's much faster and more scaleable than the
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173 dbm backends.
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174 **metakit**
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175 This backend is implemented over the metakit storage system, using Mk4Py as
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176 the interface. It scales much better than the dbm backends.
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177 **gadfly**
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178 This is a proof-of-concept relational database backend, not really intended
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179 for actual production use, although it can be. It uses the Gadfly RDBMS
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180 to store data. It is unable to perform string searches due to gadfly not
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181 having a LIKE operation. It should scale well, assuming a client/server
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182 setup is used. It's much slower than even the dbm backends.
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183
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184 Note: you may set your tracker up with the anydbm backend (which is guaranteed
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185 to be available) and switch to one of the other backends at any time using the
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186 instructions in the `maintenance documentation`_.
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187
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188
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189 Shared Environment Steps
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190 ------------------------
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191
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192 Each tracker ideally should have its own UNIX group, so create
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193 a UNIX group (edit ``/etc/group`` or your appropriate NIS map if
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194 you're using NIS). To continue with my examples so far, I would
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195 create the UNIX group 'support', although the name of the UNIX
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196 group does not have to be the same as the tracker name. To this
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197 'support' group I then add all of the UNIX usernames who will be
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198 working with this Roundup tracker. In addition to 'real' users,
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199 the Roundup email gateway will need to have permissions to this
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200 area as well, so add the user your mail service runs as to the
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201 group. The UNIX group might then look like::
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202
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203 support:*:1002:jblaine,samh,geezer,mail
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204
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205 If you intend to use the web interface (as most people do), you
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206 should also add the username your web server runs as to the group.
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207 My group now looks like this::
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208
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209 support:*:1002:jblaine,samh,geezer,mail,apache
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210
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211 The tracker "db" directory should be chmod'ed g+sw so that the group can
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212 write to the database, and any new files created in the database will be owned
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213 by the group.
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214
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215 An alternative to the above is to create a new user who has the sole
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216 responsibility of running roundup. This user:
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217
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218 1. runs the CGI interface daemon
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219 2. runs regular polls for email
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220 3. runs regular checks (using cron) to ensure the daemon is up
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221 4. optionally has no login password so that nobody but the "root" user
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222 may actually login and play with the roundup setup.
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223
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224 Internet Setup
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225 --------------
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226
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227 1. There are two supported ways to get emailed issues into the
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228 Roundup tracker. You should pick ONE of the following, both
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229 of which will continue my example setup from above:
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230
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231 a. Set up a mail alias called "support" as::
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232
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233 "|/opt/roundup/bin/roundup-mailgw /opt/roundup/trackers/support"
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234
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235 If you use Sendmail's ``smrsh`` mechanism, please read the notes
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236 under 'Platform-Specific Notes'
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237
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238 b. OR... Configure roundup-mailgw to run every 10 minutes or
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239 so via ``cron``. My cron job would be (these 2 lines all on one
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240 line)::
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241
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242 10 * * * * /opt/roundup/bin/roundup-mailgw
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243 /opt/roundup/trackers/support /var/mail/support
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244
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245 If you don't want to use the email component of Roundup, then remove the
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246 "``nosyreator.py``" module from your tracker "``detectors``" directory.
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247
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248 2. Test the email gateway. Under most flavors of UNIX, this
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249 can be done by::
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250
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251 echo test | mail -s '[issue] test' support@YOUR_DOMAIN_HERE
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252
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253 XXX mention HTTPS
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254 XXX mention Basic vs. cookie auth
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255
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256
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257 Upgrading
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258 =========
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259
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260 Read the separate `upgrading document`_, which describes the steps needed to
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261 upgrade existing tracker trackers for each version of Roundup that is
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262 released.
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263
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264
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265 ZRoundup
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266 ========
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267
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268 Install roundup as usual (see installation_).
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269
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270 ZRoundup installs as a regular Zope product. Copy the ZRoundup directory to
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271 your Products directory either in an TRACKER_HOME/Products or the Zope
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272 code tree lib/python/Products.
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273
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274 You will need to create the tracker using the roundup-admin tool (step 2 in
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275 installation_).
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276
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277 When you next (re)start up Zope, you will be able to add a ZRoundup object
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278 that interfaces to your new tracker.
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279
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280
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281 Further Reading
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282 ===============
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283
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284 If you intend to use Roundup with anything other than the defualt
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285 templates, if you would like to hack on Roundup, or if you would
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286 like implementation details, you should read `Customising Roundup`_.
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287
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288
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289 Platform-Specific Notes
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290 =======================
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291
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292 Sendmail smrsh
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293 --------------
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294
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295 If you use Sendmail's ``smrsh`` mechanism, you will need to tell
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296 smrsh that roundup-mailgw is a valid/trusted mail handler
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297 before it will work.
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298
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299 This is usually done via the following 2 steps:
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300
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301 1. make a symlink in ``/etc/smrsh`` called ``roundup-mailgw``
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302 which points to the full path of your actual ``roundup-mailgw``
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303 script.
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304
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305 2. change your alias to ``"|roundup-mailgw <tracker_home>"``
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306
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307
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308 Linux
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309 -----
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310
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311 Python 2.1.1 as shipped with SuSE7.3 might be missing module
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312 ``_weakref``.
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313
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314 -------------------------------------------------------------------------------
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315
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316 Back to `Table of Contents`_
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317
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318 Next: `Getting Started`_
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319
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320 .. _`table of contents`: index.html
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321 .. _`getting started`: getting_started.html
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322 .. _`roundup specification`: spec.html
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323 .. _`customising roundup`: customizing.html
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324 .. _`upgrading document`: upgrading.html
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325 .. _`maintenance documentation`: maintenance.html
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326
Roundup Issue Tracker: http://roundup-tracker.org/