Mercurial > p > roundup > code
annotate doc/installation.txt @ 3882:46ef2a6fd79d
config option to limit nosy attachments based on size
reworking of patch [SF#772323] from Philipp Gortan
It tries to avoid reading the file contents just to
get the file size but that was too hard for metakit backends.
They don't inherit from blobfiles.FileStorage which makes
it more challenging. Really that backend should be reworked
to inherit from FileStorage.
I'm not sure I like the default being sys.maxint. Maybe have
0 == unlimited? But what if someone really wanted to set it to
0 to mean "don't attach anything"?
| author | Justus Pendleton <jpend@users.sourceforge.net> |
|---|---|
| date | Mon, 03 Sep 2007 17:14:09 +0000 |
| parents | a48c514c465f |
| children | d4163100f4f3 |
| rev | line source |
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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: 1.125 $ |
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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 .. _Xapian: http://www.xapian.org/ |
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79 .. _pytz: http://www.python.org/pypi/pytz |
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80 .. _Olson tz database: http://www.twinsun.com/tz/tz-link.htm |
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81 |
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82 |
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83 Getting Roundup |
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84 =============== |
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85 |
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86 .. note:: |
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87 Some systems, such as Debian and NetBSD, already have Roundup |
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88 installed. Try running the command "roundup-admin" with no arguments, |
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89 and if it runs you may skip the `Basic Installation Steps`_ |
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90 below and go straight to `configuring your first tracker`_. |
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91 |
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92 Download the latest version from http://roundup.sf.net/. |
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93 |
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94 If you're using WinZIP's "classic" interface, make sure the "Use |
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95 folder names" check box is checked before you extract the files. |
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96 |
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97 |
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98 For The Really Impatient |
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99 ======================== |
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100 |
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101 If you just want to give Roundup a whirl Right Now, then simply run |
| 3647 | 102 ``roundup-demo``. |
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104 This will set up a simple demo tracker on your machine. [1]_ |
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105 When it's done, it'll print out a URL to point your web browser at |
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106 so you may start playing. Three users will be set up: |
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107 |
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108 1. anonymous - the "default" user with permission to do very little |
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109 2. demo (password "demo") - a normal user who may create issues |
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110 3. admin (password "admin") - an administrative user who has complete |
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111 access to the tracker |
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112 |
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113 .. [1] Demo tracker is set up to be accessed by localhost browser. |
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114 If you run demo on a server host, please stop the demo when |
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115 it has shown startup notice, open file ``demo/config.ini`` with |
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116 your editor, change host name in the ``web`` option in section |
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117 ``[tracker]``, save the file, then re-run the demo program. |
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118 |
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119 Installation |
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120 ============ |
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121 |
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122 Set aside 15-30 minutes. There's several steps to follow in your |
| 1228 | 123 installation: |
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125 1. `basic installation steps`_ if Roundup is not installed on your system |
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126 2. `configuring your first tracker`_ that all installers must follow |
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127 3. then optionally `configure a web interface`_ |
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128 4. and optionally `configure an email interface`_ |
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129 5. `UNIX environment steps`_ to take if you're installing on a shared |
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130 UNIX machine and want to restrict local access to roundup |
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131 6. `additional language codecs`_ |
| 1049 | 132 |
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133 For information about how Roundup installs, see the `administration |
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134 guide`_. |
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135 |
| 1049 | 136 |
| 137 Basic Installation Steps | |
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138 ------------------------ |
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139 |
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140 To install the Roundup support code into your Python tree and |
| 3524 | 141 Roundup scripts into /usr/bin (substitute that path for whatever is |
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142 appropriate on your system). You need to have write permissions |
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143 for these locations, eg. being root on unix:: |
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144 |
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145 python setup.py install |
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146 |
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147 If you would like to place the Roundup scripts in a directory other |
| 3524 | 148 than ``/usr/bin``, then specify the preferred location with |
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149 ``--install-script``. For example, to install them in |
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150 ``/opt/roundup/bin``:: |
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151 |
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152 python setup.py install --install-scripts=/opt/roundup/bin |
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153 |
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154 You can also use the ``--prefix`` option to use a completely different |
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155 base directory, if you do not want to use administrator rights. If you |
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156 choose to do this, you may have to change Python's search path (sys.path) |
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157 yourself. |
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158 |
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159 |
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160 Configuring your first tracker |
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161 ------------------------------ |
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162 |
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163 1. To create a Roundup tracker (necessary to do before you can |
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164 use the software in any real fashion), you need to set up a "tracker |
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165 home": |
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166 |
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167 a. (Optional) If you intend to keep your roundup trackers |
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168 under one top level directory which does not exist yet, |
| 1228 | 169 you should create that directory now. Example:: |
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170 |
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171 mkdir /opt/roundup/trackers |
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172 |
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173 b. Either add the Roundup script location to your ``PATH`` |
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174 environment variable or specify the full path to |
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175 the command in the next step. |
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176 |
| 1228 | 177 c. Install a new tracker with the command ``roundup-admin install``. |
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178 You will be asked a series of questions. Descriptions of the provided |
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179 templates can be found in `choosing your template`_ below. Descriptions |
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180 of the available backends can be found in `choosing your backend`_ |
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181 below. The questions will be something like (you may have more |
| 1228 | 182 templates or backends available):: |
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183 |
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184 Enter tracker home: /opt/roundup/trackers/support |
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185 Templates: classic |
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186 Select template [classic]: classic |
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187 Back ends: anydbm, mysql, sqlite |
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188 Select backend [anydbm]: anydbm |
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189 |
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190 Note: "Back ends" selection list depends on availability of |
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191 third-party database modules. Standard python distribution |
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192 includes anydbm module only. |
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193 |
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194 The "support" part of the tracker name can be anything you want - it |
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195 is going to be used as the directory that the tracker information |
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196 will be stored in. |
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197 |
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198 You will now be directed to edit the tracker configuration and |
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199 initial schema. At a minimum, you must set "main :: admin_email" |
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200 (that's the "admin_email" option in the "main" section) "mail :: |
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201 host", "tracker :: web" and "mail :: domain". If you get stuck, |
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202 and get configuration file errors, then see the `tracker |
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203 configuration`_ section of the `customisation documentation`_. |
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204 |
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205 If you just want to get set up to test things quickly (and follow |
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206 the instructions in step 3 below), you can even just set the |
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207 "tracker :: web" variable to:: |
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208 |
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209 web = http://localhost:8080/support/ |
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210 |
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211 The URL *must* end in a '/', or your web interface *will not work*. |
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212 See `Customising Roundup`_ for details on configuration and schema |
| 2409 | 213 changes. You may change any of the configuration after |
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214 you've initialised the tracker - it's just better to have valid values |
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215 for this stuff now. |
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216 |
| 1228 | 217 d. Initialise the tracker database with ``roundup-admin initialise``. |
| 218 You will need to supply an admin password at this step. You will be | |
| 219 prompted:: | |
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220 |
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221 Admin Password: |
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222 Confirm: |
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223 |
| 2401 | 224 Note: running this command will *destroy any existing data in the |
| 225 database*. In the case of MySQL and PostgreSQL, any exsting database | |
| 226 will be dropped and re-created. | |
| 227 | |
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228 Once this is done, the tracker has been created. |
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229 |
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230 2. At this point, your tracker is set up, but doesn't have a nice user |
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231 interface. To set that up, we need to `configure a web interface`_ and |
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232 optionally `configure an email interface`_. If you want to try your |
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233 new tracker out, assuming "tracker :: web" is set to |
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234 ``'http://localhost:8080/support/'``, run:: |
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235 |
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236 roundup-server support=/opt/roundup/trackers/support |
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237 |
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238 then direct your web browser at: |
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239 |
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240 http://localhost:8080/support/ |
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241 |
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242 and you should see the tracker interface. |
| 1049 | 243 |
| 244 | |
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245 Choosing Your Template |
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246 ---------------------- |
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247 |
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248 Classic Template |
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249 ~~~~~~~~~~~~~~~~ |
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250 |
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251 The classic template is the one defined in the `Roundup Specification`_. It |
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252 holds issues which have priorities and statuses. Each issue may also have a |
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253 set of messages which are disseminated to the issue's list of nosy users. |
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254 |
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255 Minimal Template |
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256 ~~~~~~~~~~~~~~~~ |
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257 |
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258 The minimal template has the minimum setup required for a tracker |
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259 installation. That is, it has the configuration files, defines a user database |
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260 and the basic HTML interface to that. It's a completely clean slate for you to |
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261 create your tracker on. |
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262 |
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263 |
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264 Choosing Your Backend |
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265 --------------------- |
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266 |
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267 The actual storage of Roundup tracker information is handled by backends. |
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268 There's several to choose from, each with benefits and limitations: |
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269 |
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270 ========== =========== ===== ============================== |
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271 Name Speed Users Support |
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272 ========== =========== ===== ============================== |
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273 anydbm Slowest Few Always available |
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274 sqlite Fastest(*) Few May need install (PySQLite_) |
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275 metakit Fastest(*) Few Needs install (metakit_) |
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276 postgresql Fast Many Needs install/admin (psycopg_) |
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277 mysql Fast Many Needs install/admin (MySQLdb_) |
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278 ========== =========== ===== ============================== |
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279 |
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280 **sqlite** |
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281 These use the embedded database engines PySQLite_ and metakit_ to provide |
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282 very fast backends. They are not suitable for trackers which will have |
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283 many simultaneous users, but require much less installation and |
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284 maintenance effort than more scalable postgresql and mysql backends. |
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285 |
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286 SQLite is supported via PySQLite versions 1.1.7, 2.1.0 and sqlite3 (the last |
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287 being bundled with Python 2.5+) |
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288 |
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289 Installed SQLite should be the latest version available (3.3.8 is known |
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290 to work, 3.1.3 is known to have problems). |
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291 **metakit** |
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292 Similar performance to sqlite. If you are choosing between these two, |
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293 please select sqlite. |
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294 **postgresql** |
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295 Backend for popular RDBMS PostgreSQL. You must read doc/postgresql.txt for |
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296 additional installation steps and requirements. You must also configure |
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297 the ``rdbms`` section of your tracker's ``config.ini``. It is recommended |
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298 that you use at least version 1.1.21 of psycopg. |
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299 **mysql** |
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300 Backend for popular RDBMS MySQL. You must read doc/mysql.txt for additional |
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301 installation steps and requirements. You must also configure the ``rdbms`` |
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302 section of your tracker's ``config.ini`` |
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303 |
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304 You may defer your decision by setting your tracker up with the anydbm |
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305 backend (which is guaranteed to be available) and switching to one of the |
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306 other backends at any time using the instructions in the `administration |
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307 guide`_. |
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308 |
| 2401 | 309 Regardless of which backend you choose, Roundup will attempt to initialise |
| 310 a new database for you when you run the roundup-admin "initialise" command. | |
| 311 In the case of MySQL and PostgreSQL you will need to have the appropriate | |
| 312 privileges to create databases. | |
| 313 | |
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314 |
| 1228 | 315 Configure a Web Interface |
| 316 ------------------------- | |
| 317 | |
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318 There are five web interfaces to choose from: |
| 1228 | 319 |
| 320 1. `web server cgi-bin`_ | |
| 321 2. `stand-alone web server`_ | |
| 322 3. `Zope product - ZRoundup`_ | |
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323 4. `Apache HTTP Server with mod_python`_ |
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324 5. `WSGI handler`_ |
| 1228 | 325 |
| 326 You may need to give the web server user permission to access the tracker home | |
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327 - see the `UNIX environment steps`_ for information. You may also need to |
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328 configure your system in some way - see `platform-specific notes`_. |
| 1228 | 329 |
| 330 | |
| 331 Web Server cgi-bin | |
| 332 ~~~~~~~~~~~~~~~~~~ | |
| 333 | |
| 334 A benefit of using the cgi-bin approach is that it's the easiest way to | |
| 335 restrict access to your tracker to only use HTTPS. Access will be slower | |
| 336 than through the `stand-alone web server`_ though. | |
| 337 | |
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338 If your Python isn't installed as "python" then you'll need to edit |
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339 the ``roundup.cgi`` script to fix the first line. |
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340 |
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341 If you're using IIS on a Windows platform, you'll need to run this command |
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342 for the cgi to work (it turns on the PATH_INFO cgi variable):: |
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343 |
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344 adsutil.vbs set w3svc/AllowPathInfoForScriptMappings TRUE |
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345 |
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346 The ``adsutil.vbs`` file can be found in either ``c:\inetpub\adminscripts`` |
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347 or ``c:\winnt\system32\inetsrv\adminsamples\`` or |
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348 ``c:\winnt\system32\inetsrv\adminscripts\`` depending on your installation. |
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349 |
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350 More information about ISS setup may be found at: |
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351 |
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352 http://support.microsoft.com/default.aspx?scid=kb%3Ben-us%3B276494 |
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353 |
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354 Copy the ``frontends/roundup.cgi`` file to your web server's ``cgi-bin`` |
| 1228 | 355 directory. You will need to configure it to tell it where your tracker home |
| 356 is. You can do this either: | |
| 357 | |
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358 Through an environment variable |
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359 Set the variable TRACKER_HOMES to be a colon (":") separated list of |
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360 name=home pairs (if you're using apache, the SetEnv directive can do this) |
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361 |
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362 Directly in the ``roundup.cgi`` file itself |
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363 Add your instance to the TRACKER_HOMES variable as ``'name': 'home'`` |
| 1228 | 364 |
| 365 The "name" part of the configuration will appear in the URL and identifies the | |
| 366 tracker (so you may have more than one tracker per cgi-bin script). Make sure | |
| 367 there are no spaces or other illegal characters in it (to be safe, stick to | |
| 368 letters and numbers). The "name" forms part of the URL that appears in the | |
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369 tracker config "tracker :: web" variable, so make sure they match. The "home" |
| 1228 | 370 part of the configuration is the tracker home directory. |
| 371 | |
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372 If you're using Apache, you can use an additional trick to hide the |
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373 ``.cgi`` extension of the cgi script. Place the ``roundup.cgi`` script |
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374 wherever you want it to be, rename it to just ``roundup``, and add a |
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375 couple lines to your Apache configuration:: |
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376 |
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377 <Location /path/to/roundup> |
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378 SetHandler cgi-script |
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379 </Location> |
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380 |
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381 |
| 1228 | 382 Stand-alone Web Server |
| 383 ~~~~~~~~~~~~~~~~~~~~~~ | |
| 384 | |
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385 This approach will give you faster response than cgi-bin. You may |
| 1228 | 386 investigate using ProxyPass or similar configuration in apache to have your |
| 387 tracker accessed through the same URL as other systems. | |
| 388 | |
| 389 The stand-alone web server is started with the command ``roundup-server``. It | |
| 390 has several options - display them with ``roundup-server -h``. | |
| 391 | |
| 392 The tracker home configuration is similar to the cgi-bin - you may either edit | |
| 393 the script to change the TRACKER_HOMES variable or you may supply the | |
| 394 name=home values on the command-line after all the other options. | |
| 395 | |
| 396 To make the server run in the background, use the "-d" option, specifying the | |
| 397 name of a file to write the server process id (pid) to. | |
| 398 | |
| 399 | |
| 400 Zope Product - ZRoundup | |
| 401 ~~~~~~~~~~~~~~~~~~~~~~~ | |
| 402 | |
| 403 ZRoundup installs as a regular Zope product. Copy the ZRoundup directory to | |
| 404 your Products directory either in INSTANCE_HOME/Products or the Zope | |
| 405 code tree lib/python/Products. | |
| 406 | |
| 407 When you next (re)start up Zope, you will be able to add a ZRoundup object | |
| 408 that interfaces to your new tracker. | |
| 409 | |
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410 Apache HTTP Server with mod_python |
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411 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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412 |
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413 `Mod_python`_ is an `Apache`_ module that embeds the Python interpreter |
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414 within the server. Running Roundup this way is much faster than all |
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415 above options and, like `web server cgi-bin`_, allows you to use HTTPS |
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416 protocol. The drawback is that this setup is more complicated. |
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417 |
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418 The following instructions were tested on apache 2.0 with mod_python 3.1. |
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419 If you are using older versions, your mileage may vary. |
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420 |
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421 Mod_python uses OS threads. If your apache was built without threads |
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422 (quite commonly), you must load the threading library to run mod_python. |
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423 This is done by setting ``LD_PRELOAD`` to your threading library path |
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424 in apache ``envvars`` file. Example for gentoo linux (``envvars`` file |
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425 is located in ``/usr/lib/apache2/build/``):: |
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426 |
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427 LD_PRELOAD=/lib/libpthread.so.0 |
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428 export LD_PRELOAD |
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429 |
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430 Example for FreeBSD (``envvars`` is in ``/usr/local/sbin/``):: |
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431 |
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432 LD_PRELOAD=/usr/lib/libc_r.so |
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433 export LD_PRELOAD |
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434 |
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435 Next, you have to add Roundup trackers configuration to apache config. |
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436 Roundup apache interface uses two options specified with ``PythonOption`` |
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437 directives: |
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438 |
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439 TrackerHome: |
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440 defines the tracker home directory - the directory that was specified |
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441 when you did ``roundup-admin init``. This option is required. |
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442 |
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443 TrackerLaguage: |
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444 defines web user interface language. mod_python applications do not |
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445 receive OS environment variables in the same way as command-line |
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446 programs, so the language cannot be selected by setting commonly |
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447 used variables like ``LANG`` or ``LC_ALL``. ``TrackerLanguage`` |
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448 value has the same syntax as values of these environment variables. |
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449 This option may be omitted. |
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450 |
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451 TrackerDebug: |
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452 run the tracker in debug mode. Setting this option to ``yes`` or |
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453 ``true`` has the same effect as running ``roundup-server -t debug``: |
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454 the database schema and used html templates are rebuilt for each |
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455 HTTP request. Values ``no`` or ``false`` mean that all html |
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456 templates for the tracker are compiled and the database schema is |
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457 checked once at startup. This is the default behaviour. |
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458 |
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459 TrackerTiming: |
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460 has nearly the same effect as environment variable ``CGI_SHOW_TIMING`` |
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461 for standalone roundup server. The difference is that setting this |
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462 option to ``no`` or ``false`` disables timings display. Value |
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463 ``comment`` writes request handling times in html comment, and |
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464 any other non-empty value makes timing report visible. By default, |
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465 timing display is disabled. |
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466 |
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467 In the following example we have two trackers set up in |
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468 ``/var/db/roundup/support`` and ``/var/db/roundup/devel`` and accessed |
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469 as ``https://my.host/roundup/support/`` and ``https://my.host/roundup/devel/`` |
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470 respectively (provided Apache has been set up for SSL of course). |
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471 Having them share same parent directory allows us to |
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472 reduce the number of configuration directives. Support tracker has |
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473 russian user interface. The other tracker (devel) has english user |
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474 interface (default). |
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475 |
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476 Static files from ``html`` directory are served by apache itself - this |
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477 is quickier and generally more robust than doing that from python. |
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478 Everything else is aliased to dummy (non-existing) ``py`` file, |
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479 which is handled by mod_python and our roundup module. |
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480 |
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481 Example mod_python configuration:: |
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482 |
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483 ################################################# |
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484 # Roundup Issue tracker |
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485 ################################################# |
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486 # enable Python optimizations (like 'python -O') |
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487 PythonOptimize On |
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488 # let apache handle static files from 'html' directories |
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489 AliasMatch /roundup/(.+)/@@file/(.*) /var/db/roundup/$1/html/$2 |
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490 # everything else is handled by roundup web UI |
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491 AliasMatch /roundup/([^/]+)/(?!@@file/)(.*) /var/db/roundup/$1/dummy.py/$2 |
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492 # roundup requires a slash after tracker name - add it if missing |
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493 RedirectMatch permanent /roundup/([^/]+)$ /roundup/$1/ |
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494 # common settings for all roundup trackers |
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495 <Directory /var/db/roundup/*> |
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496 Order allow,deny |
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497 Allow from all |
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498 AllowOverride None |
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499 Options None |
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500 AddHandler python-program .py |
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501 PythonHandler roundup.cgi.apache |
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502 # uncomment the following line to see tracebacks in the browser |
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503 # (note that *some* tracebacks will be displayed anyway) |
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504 #PythonDebug On |
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505 </Directory> |
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506 # roundup tracker homes |
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507 <Directory /var/db/roundup/support> |
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508 PythonOption TrackerHome /var/db/roundup/support |
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509 PythonOption TrackerLanguage ru |
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510 </Directory> |
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511 <Directory /var/db/roundup/devel> |
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512 PythonOption TrackerHome /var/db/roundup/devel |
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513 </Directory> |
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| 515 Notice that the ``/var/db/roundup`` path shown above refers to the directory | |
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516 in which the tracker homes are stored. The actual value will thus depend on |
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517 your system. |
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518 |
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519 On Windows the corresponding lines will look similar to these:: |
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520 |
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521 AliasMatch /roundup/(.+)/@@file/(.*) C:/DATA/roundup/$1/html/$2 |
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522 AliasMatch /roundup/([^/]+)/(?!@@file/)(.*) C:/DATA/roundup/$1/dummy.py/$2 |
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523 <Directory C:/DATA/roundup/*> |
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524 <Directory C:/DATA/roundup/support> |
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525 <Directory C:/DATA/roundup/devel> |
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526 |
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527 In this example the directory hosting all of the tracker homes is |
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528 ``C:\DATA\roundup``. (Notice that you must use forward slashes in paths |
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529 inside the httpd.conf file!) |
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530 |
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531 The URL for accessing these trackers then become: |
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532 `http://<roundupserver>/roundup/support/`` and |
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533 ``http://<roundupserver>/roundup/devel/`` |
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534 |
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535 Note that in order to use https connections you must set up Apache for secure |
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536 serving with SSL. |
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537 |
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538 WSGI Handler |
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539 ~~~~~~~~~~~~ |
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540 |
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541 The WSGI handler is quite simple. The following sample code shows how |
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542 to use it:: |
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543 |
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544 from wsgiref.simple_server import make_server |
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545 |
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546 # obtain the WSGI request dispatcher |
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547 from roundup.cgi.wsgi_handler import RequestDispatcher |
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548 tracker_home = 'demo' |
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549 app = RequestDispatcher(tracker_home) |
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550 |
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551 httpd = make_server('', 8917, app) |
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552 httpd.serve_forever() |
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553 |
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554 To test the above you should create a demo tracker with ``python demo.py``. |
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555 Edit the ``config.ini`` to change the web URL to "http://localhost:8917/". |
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556 |
| 1228 | 557 |
| 558 Configure an Email Interface | |
| 559 ---------------------------- | |
| 560 | |
| 561 If you don't want to use the email component of Roundup, then remove the | |
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562 "``nosyreaction.py``" module from your tracker "``detectors``" directory. |
| 1228 | 563 |
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564 See `platform-specific notes`_ for steps that may be needed on your system. |
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565 |
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566 There are five supported ways to get emailed issues into the |
| 1228 | 567 Roundup tracker. You should pick ONE of the following, all |
| 568 of which will continue my example setup from above: | |
| 569 | |
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570 As a mail alias pipe process |
| 1228 | 571 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
| 572 | |
| 573 Set up a mail alias called "issue_tracker" as (include the quote marks): | |
| 3524 | 574 "``|/usr/bin/python /usr/bin/roundup-mailgw <tracker_home>``" |
| 575 (substitute ``/usr/bin`` for wherever roundup-mailgw is installed). | |
| 1228 | 576 |
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577 In some installations (e.g. RedHat Linux and Fedora Core) you'll need to |
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578 set up smrsh so sendmail will accept the pipe command. In that case, |
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579 symlink ``/etc/smrsh/roundup-mailgw`` to "``/usr/bin/roundup-mailgw``" |
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580 and change the command to:: |
| 1228 | 581 |
| 582 |roundup-mailgw /opt/roundup/trackers/support | |
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583 |
| 1228 | 584 To test the mail gateway on unix systems, try:: |
| 585 | |
| 586 echo test |mail -s '[issue] test' support@YOUR_DOMAIN_HERE | |
| 587 | |
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588 Be careful that some mail systems (postfix for example) will impost a |
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589 limits on processes they spawn. In particular postfix can set a file size |
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590 limit. *This can cause your Roundup database to become corrupted.* |
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591 |
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592 |
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593 As a custom router/transport using a pipe process (Exim4 specific) |
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594 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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595 |
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596 The following configuration snippets for `Exim 4`_ configuration |
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597 implement a custom router & transport to accomplish mail delivery to |
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598 roundup-mailgw. A configuration for Exim3 is similar but not |
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599 included, since Exim3 is considered obsolete. |
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600 |
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601 .. _Exim 4: http://www.exim.org/ |
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602 |
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603 This configuration is similar to the previous section, in that it uses |
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604 a pipe process. However, there are advantages to using a custom |
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605 router/transport process, if you are using Exim. |
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606 |
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607 * This avoids privilege escalation, since otherwise the pipe process |
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608 will run as the mail user, typically mail. The transport can be |
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609 configured to run as the user appropriate for the task at hand. In the |
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610 transport described in this section, Exim4 runs as the unprivileged |
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611 user ``roundup``. |
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612 |
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613 * Separate configuration is not required for each tracker |
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614 instance. When a email arrives at the server, Exim passes it through |
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615 the defined routers. The roundup_router looks for a match with one of |
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616 the roundup directories, and if there is one it is passed to the |
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617 roundup_transport, which uses the pipe process described in the |
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618 previous section (`As a mail alias pipe process`_). |
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619 |
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620 The matching is done in the line:: |
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621 |
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622 require_files = /usr/bin/roundup-mailgw:ROUNDUP_HOME/$local_part/schema.py |
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623 |
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624 The following configuration has been tested on Debian Sarge with |
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625 Exim4. |
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626 |
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627 .. note:: |
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628 Note that the Debian Exim4 packages don't allow pipes in alias files |
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629 by default, so the method described in the section `As a mail alias |
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630 pipe process`_ will not work with the default configuration. However, |
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631 the method described in this section does. See the discussion in |
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632 ``/usr/share/doc/exim4-config/README.system_aliases`` on any Debian |
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633 system with Exim4 installed. |
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634 |
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635 For more Debian-specific information, see suggested addition to |
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636 README.Debian in |
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637 http://bugs.debian.org/cgi-bin/bugreport.cgi?bug=343283, which will |
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638 hopefully be merged into the Debian package eventually. |
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639 |
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640 This config makes a few assumptions: |
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641 |
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642 * That the mail address corresponding to the tracker instance has the |
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643 same name as the directory of the tracker instance, i.e. the mail |
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644 interface address corresponding to a Roundup instance called |
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645 ``/var/lib/roundup/trackers/mytracker`` is ``mytracker@your.host``. |
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646 |
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647 * That (at least) all the db subdirectories of all the tracker |
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648 instances (ie. ``/var/lib/roundup/trackers/*/db``) are owned by the same |
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649 user, in this case, 'roundup'. |
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650 |
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651 * That if the ``schema.py`` file exists, then the tracker is ready for |
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652 use. Another option is to use the ``config.ini`` file (this changed |
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653 in 0.8 from ``config.py``). |
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654 |
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655 Macros for Roundup router/transport. Should be placed in the macros |
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656 section of the Exim4 config:: |
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657 |
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658 # Home dir for your Roundup installation |
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659 ROUNDUP_HOME=/var/lib/roundup/trackers |
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660 |
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661 # User and group for Roundup. |
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662 ROUNDUP_USER=roundup |
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663 ROUNDUP_GROUP=roundup |
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664 |
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665 Custom router for Roundup. This will (probably) work if placed at the |
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666 beginning of the router section of the Exim4 config:: |
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667 |
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668 roundup_router: |
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669 driver = accept |
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670 # The config file config.ini seems like a more natural choice, but the |
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671 # file config.py was replaced by config.ini in 0.8, and schema.py needs |
|
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672 # to be present too. |
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673 require_files = /usr/bin/roundup-mailgw:ROUNDUP_HOME/$local_part/schema.py |
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674 transport = roundup_transport |
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675 |
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676 Custom transport for Roundup. This will (probably) work if placed at |
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677 the beginning of the router section of the Exim4 config:: |
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678 |
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679 roundup_transport: |
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680 driver = pipe |
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681 command = /usr/bin/python /usr/bin/roundup-mailgw ROUNDUP_HOME/$local_part/ |
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682 current_directory = ROUNDUP_HOME |
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683 home_directory = ROUNDUP_HOME |
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684 user = ROUNDUP_USER |
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685 group = ROUNDUP_GROUP |
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686 |
|
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687 As a regular job using a mailbox source |
|
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688 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
| 1228 | 689 |
|
3405
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*** empty log message ***
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690 Set ``roundup-mailgw`` up to run every 10 minutes or so. For example |
| 3524 | 691 (substitute ``/usr/bin`` for wherever roundup-mailgw is installed):: |
| 1228 | 692 |
| 3524 | 693 0,10,20,30,40,50 * * * * /usr/bin/roundup-mailgw /opt/roundup/trackers/support mailbox <mail_spool_file> |
| 1228 | 694 |
| 695 Where the ``mail_spool_file`` argument is the location of the roundup submission | |
| 696 user's mail spool. On most systems, the spool for a user "issue_tracker" | |
| 697 will be "``/var/mail/issue_tracker``". | |
| 698 | |
|
1317
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699 As a regular job using a POP source |
|
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diff
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|
700 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
| 1228 | 701 |
|
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diff
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702 To retrieve from a POP mailbox, use a *cron* entry similar to the mailbox |
| 3524 | 703 one (substitute ``/usr/bin`` for wherever roundup-mailgw is |
|
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|
704 installed):: |
| 1228 | 705 |
| 3524 | 706 0,10,20,30,40,50 * * * * /usr/bin/roundup-mailgw /opt/roundup/trackers/support pop <pop_spec> |
|
1317
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diff
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|
707 |
| 1228 | 708 where pop_spec is "``username:password@server``" that specifies the roundup |
| 709 submission user's POP account name, password and server. | |
| 710 | |
|
1317
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diff
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|
711 On windows, you would set up the command using the windows scheduler. |
|
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712 |
|
2211
272b654b1227
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713 As a regular job using an IMAP source |
|
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|
714 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
|
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diff
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|
715 |
|
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diff
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|
716 To retrieve from an IMAP mailbox, use a *cron* entry similar to the |
| 3524 | 717 POP one (substitute ``/usr/bin`` for wherever roundup-mailgw is |
|
3405
292fbed108ca
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|
718 installed):: |
|
2211
272b654b1227
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|
719 |
| 3524 | 720 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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|
721 |
|
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diff
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|
722 where imap_spec is "``username:password@server``" that specifies the roundup |
|
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diff
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|
723 submission user's IMAP account name, password and server. You may |
|
272b654b1227
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diff
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|
724 optionally include a mailbox to use other than the default ``INBOX`` with |
|
272b654b1227
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diff
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|
725 "``imap username:password@server mailbox``". |
|
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|
726 |
|
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diff
changeset
|
727 If you have a secure (ie. HTTPS) IMAP server then you may use ``imaps`` |
|
272b654b1227
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diff
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|
728 in place of ``imap`` in the command to use a secure connection. |
|
272b654b1227
*** empty log message ***
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2186
diff
changeset
|
729 |
|
272b654b1227
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2186
diff
changeset
|
730 As with the POP job, on windows, you would set up the command using the |
|
272b654b1227
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2186
diff
changeset
|
731 windows scheduler. |
|
272b654b1227
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diff
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|
732 |
| 1228 | 733 |
|
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734 UNIX Environment Steps |
|
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|
735 ---------------------- |
|
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|
736 |
|
1089
43ab730ee194
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diff
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|
737 Each tracker ideally should have its own UNIX group, so create |
| 1049 | 738 a UNIX group (edit ``/etc/group`` or your appropriate NIS map if |
| 739 you're using NIS). To continue with my examples so far, I would | |
| 740 create the UNIX group 'support', although the name of the UNIX | |
|
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43ab730ee194
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diff
changeset
|
741 group does not have to be the same as the tracker name. To this |
| 1049 | 742 'support' group I then add all of the UNIX usernames who will be |
|
1089
43ab730ee194
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|
743 working with this Roundup tracker. In addition to 'real' users, |
| 1049 | 744 the Roundup email gateway will need to have permissions to this |
| 745 area as well, so add the user your mail service runs as to the | |
|
1574
67af854f4c33
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Richard Jones <richard@users.sourceforge.net>
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1571
diff
changeset
|
746 group (typically "mail" or "daemon"). The UNIX group might then |
|
67af854f4c33
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1571
diff
changeset
|
747 look like:: |
| 1049 | 748 |
| 749 support:*:1002:jblaine,samh,geezer,mail | |
|
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|
750 |
| 1049 | 751 If you intend to use the web interface (as most people do), you |
| 752 should also add the username your web server runs as to the group. | |
| 753 My group now looks like this:: | |
|
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changeset
|
754 |
| 1049 | 755 support:*:1002:jblaine,samh,geezer,mail,apache |
| 756 | |
|
1089
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diff
changeset
|
757 The tracker "db" directory should be chmod'ed g+sw so that the group can |
|
1078
344bad728d10
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Richard Jones <richard@users.sourceforge.net>
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1049
diff
changeset
|
758 write to the database, and any new files created in the database will be owned |
|
344bad728d10
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parents:
1049
diff
changeset
|
759 by the group. |
|
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1049
diff
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|
760 |
|
2594
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rdbms doc updates
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2559
diff
changeset
|
761 If you're using the mysql or postgresql backend then you'll need to ensure |
|
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diff
changeset
|
762 that the tracker user has appropriate permissions to create/modify the |
|
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diff
changeset
|
763 database. If you're using roundup.cgi, the apache user needs permissions |
|
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diff
changeset
|
764 to modify the database. Alternatively, explicitly specify a database login |
|
2921
ad4fb8a14a97
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parents:
2818
diff
changeset
|
765 in ``rdbms`` -> ``user`` and ``password`` in ``config.ini``. |
|
2594
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diff
changeset
|
766 |
| 1049 | 767 An alternative to the above is to create a new user who has the sole |
| 768 responsibility of running roundup. This user: | |
|
659
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diff
changeset
|
769 |
| 1049 | 770 1. runs the CGI interface daemon |
| 771 2. runs regular polls for email | |
| 772 3. runs regular checks (using cron) to ensure the daemon is up | |
| 773 4. optionally has no login password so that nobody but the "root" user | |
| 774 may actually login and play with the roundup setup. | |
|
659
e429649ed124
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diff
changeset
|
775 |
|
3754
9f4dd27ae843
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parents:
3736
diff
changeset
|
776 If you're using a Linux system (e.g. Fedora Core) with SELinux enabled, |
|
9f4dd27ae843
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changeset
|
777 you will need to ensure that the db directory has a context that |
|
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parents:
3736
diff
changeset
|
778 permits the web server to modify and create files. If you're using the |
|
9f4dd27ae843
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parents:
3736
diff
changeset
|
779 mysql or postgresql backend you may also need to update your policy to |
|
9f4dd27ae843
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parents:
3736
diff
changeset
|
780 allow the web server to access the database socket. |
|
9f4dd27ae843
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parents:
3736
diff
changeset
|
781 |
|
659
e429649ed124
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parents:
diff
changeset
|
782 |
|
1939
1303c208419d
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diff
changeset
|
783 Additional Language Codecs |
|
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diff
changeset
|
784 -------------------------- |
|
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diff
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|
785 |
|
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diff
changeset
|
786 If you intend to send messages to Roundup that use Chinese, Japanese or |
|
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parents:
1913
diff
changeset
|
787 Korean encodings the you'll need to obtain CJKCodecs from |
|
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parents:
1913
diff
changeset
|
788 http://cjkpython.berlios.de/ |
|
1303c208419d
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diff
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|
789 |
|
1303c208419d
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Richard Jones <richard@users.sourceforge.net>
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diff
changeset
|
790 |
|
3830
a48c514c465f
Add simple anti-spam recipe to docs
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3814
diff
changeset
|
791 Public Tracker Considerations |
|
a48c514c465f
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diff
changeset
|
792 ----------------------------- |
|
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diff
changeset
|
793 |
|
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diff
changeset
|
794 If you run a public tracker, you will eventually have to think about |
|
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parents:
3814
diff
changeset
|
795 dealing with spam entered through both the web and mail interfaces. |
|
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parents:
3814
diff
changeset
|
796 |
|
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parents:
3814
diff
changeset
|
797 The `customisation documentation`_ has a simple detector that will block |
|
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parents:
3814
diff
changeset
|
798 a lot of spam attempts. Look for the example "Preventing SPAM". |
|
a48c514c465f
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|
799 |
|
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info for installing the CSV module
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|
800 |
| 1228 | 801 Maintenance |
| 802 =========== | |
|
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|
803 |
|
2003
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|
804 Read the separate `administration guide`_ for information about how to |
| 1228 | 805 perform common maintenance tasks with Roundup. |
| 1049 | 806 |
|
782
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|
807 |
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|
808 Upgrading |
|
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809 ========= |
|
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810 |
|
882
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|
811 Read the separate `upgrading document`_, which describes the steps needed to |
|
1089
43ab730ee194
instance -> tracker, node -> item
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|
812 upgrade existing tracker trackers for each version of Roundup that is |
|
782
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|
813 released. |
|
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|
814 |
|
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|
815 |
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|
816 Further Reading |
|
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817 =============== |
|
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|
818 |
|
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819 If you intend to use Roundup with anything other than the default |
|
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820 templates, if you would like to hack on Roundup, or if you would |
|
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821 like implementation details, you should read `Customising Roundup`_. |
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|
822 |
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|
823 |
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|
824 Running Multiple Trackers |
|
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|
825 ========================= |
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826 |
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|
827 Things to think about before you jump off the deep end and install |
|
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828 multiple trackers, which involve additional URLs, user databases, email |
|
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829 addresses, databases to back up, etc. |
|
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|
830 |
|
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|
831 1. Do you want a tracker per product you sell/support? You can just add |
|
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832 a new property to your issues called Product, and filter by that. See |
|
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|
833 the customisation example `adding a new field to the classic schema`_. |
|
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|
834 2. Do you want to track internal software development issues and customer |
|
2186
3f89c8ffe4f1
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|
835 support issues separately? You can just set up an additional "issue" |
|
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836 class called "cust_issues" in the same tracker, mimicing the normal |
|
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837 "issue" class, but with different properties. See the customisation |
|
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|
838 example `tracking different types of issues`_. |
|
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|
839 |
|
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|
840 |
|
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|
841 Platform-Specific Notes |
|
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|
842 ======================= |
|
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|
843 |
|
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|
844 Windows command-line tools |
|
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|
845 -------------------------- |
|
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846 |
|
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|
847 To make the command-line tools accessible in Windows, you need to update |
|
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848 the "Path" environment variable in the Registry via a dialog box. |
|
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849 |
|
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|
850 On Windows 2000 and later: |
|
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851 |
|
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|
852 1) Press the "Start" button. |
|
6d392197daa3
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|
853 2) Choose "Settings" |
|
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|
854 3) Choose "Control Panel" |
|
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|
855 4) Choose "System" |
|
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|
856 5) Choose "Advanced" |
|
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|
857 6) Choose "Environmental Variables" |
|
1746
9c1da921cd35
minor rest tweak
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diff
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|
858 7) Add: "<dir>\Scripts" to the "Path" environmental variable. |
|
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|
859 |
| 1747 | 860 Where <dir> in 7) is the root directory (e.g., ``C:\Python22\Scripts``) |
|
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861 of your Python installation. |
|
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|
862 |
|
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|
863 I understand that in XP, 2) above is not needed as "Control |
|
6d392197daa3
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|
864 Panel" is directly accessible from "Start". |
|
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|
865 |
|
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|
866 I do not believe this is possible to do in previous versions of Windows. |
|
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867 |
|
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868 |
|
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|
869 Windows Server |
|
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|
870 -------------- |
|
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|
871 |
|
3797
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|
872 To have the Roundup web server start up when your machine boots up, there |
|
bb6e8fafa341
Updated Windows installation docs (thanks Bo Berglund)
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parents:
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|
873 are two different methods, the scheduler and installing the service. |
|
bb6e8fafa341
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parents:
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|
874 |
|
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parents:
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|
875 |
|
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|
876 1. Using the Windows scheduler |
|
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|
877 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
|
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878 |
|
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|
879 Set up the following in Scheduled Tasks (note, the following is for a |
|
bb6e8fafa341
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parents:
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|
880 cygwin setup): |
|
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|
881 |
|
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|
882 **Run** |
|
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parents:
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|
883 |
|
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|
884 ``c:\cygwin\bin\bash.exe -c "roundup-server TheProject=/opt/roundup/trackers/support"`` |
|
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|
885 |
|
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|
886 **Start In** |
|
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|
887 |
|
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|
888 ``C:\cygwin\opt\roundup\bin`` |
|
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|
889 |
|
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|
890 **Schedule** |
|
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|
891 |
|
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|
892 At System Startup |
|
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893 |
|
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parents:
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894 To have the Roundup mail gateway run periodically to poll a POP email address, |
|
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895 set up the following in Scheduled Tasks: |
|
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|
896 |
|
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|
897 **Run** |
|
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|
898 |
|
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|
899 ``c:\cygwin\bin\bash.exe -c "roundup-mailgw /opt/roundup/trackers/support pop roundup:roundup@mail-server"`` |
|
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|
900 |
|
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|
901 **Start In** |
|
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|
902 |
|
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|
903 ``C:\cygwin\opt\roundup\bin`` |
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|
904 |
|
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|
905 **Schedule** |
|
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|
906 |
|
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|
907 Every 10 minutes from 5:00AM for 24 hours every day |
|
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|
908 |
|
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|
909 Stop the task if it runs for 8 minutes |
|
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|
910 |
|
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|
911 |
|
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|
912 2. Installing the roundup server as a Windows service |
|
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913 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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914 |
|
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|
915 This is more Windows oriented and will make the Roundup server run as |
|
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|
916 soon as the PC starts up without any need for a login or such. It will |
|
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917 also be available in the normal Windows Administrative Tools. |
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918 |
|
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919 For this you need first to create a service ini file containing the |
|
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|
920 relevant settings. |
|
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|
921 |
|
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|
922 1. It is created if you execute the following command from within the |
|
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|
923 scripts directory (notice the use of backslashes):: |
|
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|
924 |
|
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925 roundup-server -S -C <trackersdir>\server.ini -n <servername> -p 8080 -l <trackersdir>\trackerlog.log software=<trackersdir>\Software |
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|
926 |
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Updated Windows installation docs (thanks Bo Berglund)
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|
927 where the item ``<trackersdir>`` is replaced with the physical directory |
|
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parents:
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|
928 that hosts all of your trackers. The ``<servername>`` item is the name |
|
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parents:
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|
929 of your roundup server PC, such as w2003srv or similar. |
|
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Updated Windows installation docs (thanks Bo Berglund)
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|
930 |
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|
931 2. Next open the now created file ``C:\DATA\roundup\server.ini`` file |
|
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|
932 (if your ``<trackersdir>`` is ``C:\DATA\roundup``). |
|
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933 Check the entries for correctness, especially this one:: |
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Updated Windows installation docs (thanks Bo Berglund)
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|
934 |
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|
935 [trackers] |
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936 software = C:\DATA\Roundup\Software |
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|
937 |
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parents:
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|
938 (this is an example where the tracker is named software and its home is |
|
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|
939 ``C:\DATA\Roundup\Software``) |
|
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|
940 |
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|
941 3. Next give the commands that actually installs and starts the service:: |
|
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|
942 |
|
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|
943 roundup-server -C C:\DATA\Roundup\server.ini -c install |
|
bb6e8fafa341
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|
944 roundup-server -c start |
|
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|
945 |
|
bb6e8fafa341
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|
946 4. Finally open the AdministrativeTools/Services applet and locate the |
|
bb6e8fafa341
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|
947 Roundup service entry. Open its properties and change it to start |
|
bb6e8fafa341
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|
948 automatically instead of manually. |
|
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|
949 |
|
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|
950 If you are using Apache as the webserver you might want to use it with |
|
bb6e8fafa341
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|
951 mod_python instead to serve out Roundup. In that case see the mod_python |
|
bb6e8fafa341
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|
952 instructions above for details. |
|
1576
80519db85eac
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953 |
|
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|
954 |
|
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|
955 Sendmail smrsh |
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|
956 -------------- |
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|
957 |
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|
958 If you use Sendmail's ``smrsh`` mechanism, you will need to tell |
|
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|
959 smrsh that roundup-mailgw is a valid/trusted mail handler |
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|
960 before it will work. |
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961 |
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|
962 This is usually done via the following 2 steps: |
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|
963 |
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|
964 1. make a symlink in ``/etc/smrsh`` called ``roundup-mailgw`` |
|
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|
965 which points to the full path of your actual ``roundup-mailgw`` |
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|
966 script. |
|
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|
967 |
|
1089
43ab730ee194
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|
968 2. change your alias to ``"|roundup-mailgw <tracker_home>"`` |
|
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969 |
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|
970 |
|
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|
971 Linux |
|
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|
972 ----- |
|
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973 |
|
1939
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|
974 Make sure you read the instructions under `UNIX environment steps`_. |
|
1574
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975 |
|
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976 |
|
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|
977 Solaris |
|
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|
978 ------- |
|
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|
979 |
|
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|
980 You'll need to build Python. |
|
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|
981 |
|
1939
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|
982 Make sure you read the instructions under `UNIX environment steps`_. |
|
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983 |
|
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984 |
|
2972
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985 Problems? Testing your Python... |
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986 ================================ |
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987 |
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988 .. note:: |
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989 The ``run_tests.py`` script is packaged in Roundup's source distribution |
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990 - users of the Windows installer, other binary distributions or |
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991 pre-installed Roundup will need to download the source to use it. |
|
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992 |
|
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|
993 Once you've unpacked roundup's source, run ``python run_tests.py`` in the |
|
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994 source directory and make sure there are no errors. If there are errors, |
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|
995 please let us know! |
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996 |
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|
997 If the above fails, you may be using the wrong version of python. Try |
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998 ``python2 run_tests.py``. If that works, you will need to substitute |
|
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999 ``python2`` for ``python`` in all further commands you use in relation to |
|
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1000 Roundup -- from installation and scripts. |
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1001 |
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1002 |
|
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|
1003 ------------------------------------------------------------------------------- |
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1004 |
|
686
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|
1005 Back to `Table of Contents`_ |
|
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1006 |
|
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|
1007 Next: `User Guide`_ |
|
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1008 |
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|
1009 .. _`table of contents`: index.html |
|
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1010 .. _`user guide`: user_guide.html |
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|
1011 .. _`roundup specification`: spec.html |
|
1245
d8c98af869ff
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1012 .. _`tracker configuration`: customizing.html#tracker-configuration |
|
d8c98af869ff
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1013 .. _`customisation documentation`: customizing.html |
|
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1014 .. _`Adding a new field to the classic schema`: |
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1015 customizing.html#adding-a-new-field-to-the-classic-schema |
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1016 .. _`Tracking different types of issues`: |
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1017 customizing.html#tracking-different-types-of-issues |
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1018 .. _`customising roundup`: customizing.html |
|
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1019 .. _`upgrading document`: upgrading.html |
|
2003
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1020 .. _`administration guide`: admin_guide.html |
|
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1021 |
|
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1022 |
|
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1023 .. _External hyperlink targets: |
|
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1024 |
|
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|
1025 .. _apache: http://httpd.apache.org/ |
|
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1026 .. _metakit: http://www.equi4.com/metakit/ |
|
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1027 .. _mod_python: http://www.modpython.org/ |
|
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1028 .. _MySQLdb: http://sourceforge.net/projects/mysql-python |
|
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|
1029 .. _Psycopg: http://initd.org/software/initd/psycopg |
|
3335
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|
1030 .. _pysqlite: http://pysqlite.org/ |
