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Very close now. The cgi and mailgw now use the new security API. The two templates have been migrated to that setup. Lots of unit tests. Still some issue in the web form for editing Roles assigned to users.
author Richard Jones <richard@users.sourceforge.net>
date Fri, 26 Jul 2002 08:27:00 +0000
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children f36ffa50374f
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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: 1.14 $
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7 .. contents::
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9
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10 Overview
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11 ========
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12
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13 Broken out separately, there are several conceptual pieces to a
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14 Roundup installation:
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15
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16 Roundup support code
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17 Installed into your Python install's lib directory
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18
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19 Roundup scripts
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20 These include the email gateway, the roundup
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21 HTTP server, the roundup administration command-line interface, etc.
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22
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23 Roundup instances
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24 Instances consist of core support files, issues
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25 (be they bug reports or otherwise), instance configuration file(s),
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26 etc. Roundup instances also adhere to a specific "Template" which
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27 defines the fields usable/assignable on a per-issue basis. A
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28 description of the provided templates follows.
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29
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30 Classic Template
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31 ----------------
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32
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33 The classic template is the one defined in the `Roundup Specification`_. It
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34 holds issues which have priorities and statuses. Each issue may also have a
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35 set of messages which are disseminated to the issue's list of nosy users.
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38 Extended Template
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39 -----------------
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40
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41 The extended template adds additional information to issues: product,
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42 platform, version, targetversion and supportcall.
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43 There is an additional class for
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44 handling support calls, which includes a time log, customername, rate and
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45 source.
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47 The priorty class has different default entries too: "fatal-bug", "bug",
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48 "usability" and "feature".
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49
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50 Users of this template will want to change the contents of the product
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51 class as soon as the instance is created.
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54 Prerequisites
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55 =============
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56
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57 Python 2.1.1 or newer with a functioning anydbm or bsddb module. Download the
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58 latest version from http://www.python.org/. It is highly recommended that
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59 users install the latest patch version of python - 2.1.3 or 2.2.1 - as these
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60 contain many fixes to serious bugs.
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61
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62 If you want to use Berkeley DB bsddb3 with Roundup, use version 3.3.0 or
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63 later. Download the latest version from http://pybsddb.sourceforge.net/.
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66 Testing your Python
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67 -------------------
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68
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69 Run ``python ./run_tests`` and make sure there
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70 are no errors. If there are errors, please let us know!
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71
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72 If the above fails, you may be using the wrong version of python. Try
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73 ``python2 ./run_tests``. If that works, you will need to substitute
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74 ``python2`` for ``python`` in all further commands you use in relation to
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75 Roundup -- from installation and scripts.
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77 Getting Roundup
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78 ===============
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79
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80 Download the latest version from http://roundup.sf.net/.
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83 Installation
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84 ============
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85
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86 Set aside 15-30 minutes. Please make sure you're using a supported version of
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87 Python -- see `testing your python`_.
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89 1. To install the Roundup support code into your Python tree and
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90 Roundup scripts into /usr/local/bin::
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91
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92 python setup.py install
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93
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94 If you would like to place the Roundup scripts in a directory other
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95 than ``/usr/local/bin``, use the ``--install-scripts`` option as follows,
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96 replacing ``/opt/roundup/bin`` with the location where you would like
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97 the scripts to reside::
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98
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99 python setup.py install --install-scripts=/opt/roundup/bin
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100
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101 2. To create a Roundup instance (necessary to do before you can
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102 use the software in any real fashion):
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103
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104 a. (Optional) If you intend to keep your roundup instances
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105 under one top level directory which does not exist yet,
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106 you should create that directory now. Example:
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107
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108 mkdir /opt/roundup/instances
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109
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110 b. Either add the Roundup script location to your ``PATH``
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111 environment variable or specify the full path to
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112 the command in the next step.
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113
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114 c. ``roundup-admin install``
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115
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116 You will be asked a series of questions. A description of
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117 the Roundup-provided templates can be found under the Overview_::
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118
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119 Enter instance home: /opt/roundup/instances/support
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120 Templates: classic, extended
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121 Select template [classic]: classic
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122 Back ends: anydbm, bsddb
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123 Select backend [anydbm]: anydbm
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124
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125 You will now be directed to edit the instance configuration and
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126 initial schema. See `Customising Roundup`_ for details on configuration
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127 and schema changes.
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128
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129 d. ``roundup-admin initialise``
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130
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131 This step initialises the instance database. You will need to supply
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132 an admin password at this step. You will be prompted:
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134 Admin Password:
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135 Confirm:
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136
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137 Once this is done, the instance has been created.
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138
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139 3. Each instance ideally should have its own UNIX group, so create
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140 a UNIX group (edit ``/etc/group`` or your appropriate NIS map if
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141 you're using NIS). To continue with my examples so far, I would
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142 create the UNIX group 'support', although the name of the UNIX
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143 group does not have to be the same as the instance name. To this
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144 'support' group I then add all of the UNIX usernames who will be
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145 working with this Roundup instance. In addition to 'real' users,
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146 the Roundup email gateway will need to have permissions to this
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147 area as well, so add the user your mail service runs as to the
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148 group. The UNIX group might then look like::
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149
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150 support:*:1002:jblaine,samh,geezer,mail
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151
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152 If you intend to use the web interface (as most people do), you
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153 should also add the username your web server runs as to the group.
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154 My group now looks like this::
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155
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156 support:*:1002:jblaine,samh,geezer,mail,apache
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157
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158 4. Configure your new instance by editing the file ``instance_config.py``
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159 located in the instance home you specified in step 2c above. This
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160 file is Python code and must adhere to Python syntax rules, but
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161 don't be daunted if you do not know Python - it should look pretty
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162 straightfoward if you carefully read the comments in the file.
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163
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164 5. There are two supported ways to get emailed issues into the
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165 Roundup instance. You should pick ONE of the following, both
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166 of which will continue my example setup from above:
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167
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168 a. Set up a mail alias called "support" as::
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169
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170 "|/opt/roundup/bin/roundup-mailgw /opt/roundup/instances/support"
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171
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172 If you use Sendmail's ``smrsh`` mechanism, please read the notes
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173 under 'Platform-Specific Notes'
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174
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175 b. OR... Configure roundup-mailgw to run every 10 minutes or
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176 so via ``cron``. My cron job would be (these 2 lines all on one
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177 line)::
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178
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179 10 * * * * /opt/roundup/bin/roundup-mailgw
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180 /opt/roundup/instances/support /var/mail/support
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181
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182 6. TODO (mention perms)
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183
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184 7. Test the email gateway. Under most flavors of UNIX, this
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185 can be done by::
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186
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187 echo test | mail -s '[issue] test' support@YOUR_DOMAIN_HERE
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188
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189
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190 Upgrading
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191 =========
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192
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193 Read the separate `upgrading document`_, which describes the steps needed to
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194 upgrade existing tracker instances for each version of Roundup that is
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195 released.
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196
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197
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198 ZRoundup
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199 ========
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200
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201 Install roundup as usual (see installation_).
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202
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203 ZRoundup installs as a regular Zope product. Copy the ZRoundup directory to
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204 your Products directory either in an INSTANCE_HOME/Products or the Zope
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205 code tree lib/python/Products.
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206
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207 You will need to create the instance using the roundup-admin tool (step 2 in
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208 installation_).
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209
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210 When you next (re)start up Zope, you will be able to add a ZRoundup object
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211 that interfaces to your new instance.
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212
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213
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214 Further Reading
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215 ===============
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216
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217 If you intend to use Roundup with anything other than the defualt
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218 templates, if you would like to hack on Roundup, or if you would
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219 like implementation details, you should read `Customising Roundup`_.
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220
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221
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222 Platform-Specific Notes
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223 =======================
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224
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225 Sendmail smrsh
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226 --------------
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227
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228 If you use Sendmail's ``smrsh`` mechanism, you will need to tell
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229 smrsh that roundup-mailgw is a valid/trusted mail handler
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230 before it will work.
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231
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232 This is usually done via the following 2 steps:
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233
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234 1. make a symlink in ``/etc/smrsh`` called ``roundup-mailgw``
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235 which points to the full path of your actual ``roundup-mailgw``
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236 script.
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237
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238 2. change your alias to ``"|roundup-mailgw <instance_home>"``
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239
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240
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241 Linux
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242 -----
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243
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244 Python 2.1.1 as shipped with SuSE7.3 might be missing module
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245 ``_weakref``.
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246
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247 -------------------------------------------------------------------------------
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248
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249 Back to `Table of Contents`_
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250
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251 Next: `Getting Started`_
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252
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253 .. _`table of contents`: index.html
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254 .. _`getting started`: getting_started.html
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255 .. _`roundup specification`: spec.html
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256 .. _`customising roundup`: customizing.html
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257 .. _`upgrading document`: upgrading.html
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258
Roundup Issue Tracker: http://roundup-tracker.org/