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annotate doc/installation.txt @ 1136:7e193bbda38e

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added generic item editing . much nicer layout of template rendering errors . added context/is_edit_ok and context/is_view_ok convenience methods and implemented use of them in the classic template
author Richard Jones <richard@users.sourceforge.net>
date Fri, 13 Sep 2002 03:31:19 +0000
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children af104fa52746
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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: 1.23 $
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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 trackers
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24 Trackers consist of core support files, issues
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25 (be they bug reports or otherwise), tracker configuration file(s),
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26 etc. Roundup trackers also adhere to a specific "Template" which
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27 defines the fields usable/assignable on a per-issue basis. A
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28 description of the provided templates follows.
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29
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30 Classic Template
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31 ----------------
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32
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33 The classic template is the one defined in the `Roundup Specification`_. It
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34 holds issues which have priorities and statuses. Each issue may also have a
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35 set of messages which are disseminated to the issue's list of nosy users.
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37
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38 Extended Template
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39 -----------------
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40
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41 The extended template adds additional information to issues: product,
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42 platform, version, targetversion and supportcall.
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43 There is an additional class for
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44 handling support calls, which includes a time log, customername, rate and
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45 source.
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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 tracker 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 Getting Roundup
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67 ===============
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68
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69 Download the latest version from http://roundup.sf.net/.
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70
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71 Testing your Python
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72 -------------------
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73
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74 Once you've unpacked roundup's source, run ``python ./run_tests`` in the
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75 source directory and make sure there are no errors.
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76 If there are errors, please let us know!
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77
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78 If the above fails, you may be using the wrong version of python. Try
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79 ``python2 ./run_tests``. If that works, you will need to substitute
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80 ``python2`` for ``python`` in all further commands you use in relation to
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81 Roundup -- from installation and scripts.
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84 Installation
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85 ============
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86
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87 Set aside 15-30 minutes. Please make sure you're using a supported version of
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88 Python -- see `testing your python`_. There's three sections to this
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89 installation guide:
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90
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91 1. `basic installation steps`_ that all installers must follow
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92 2. `shared environment steps`_ to take if you're installing on a shared
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93 UNIX machine and want to restrict local access to roundup
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94 3. `internet setup`_ steps to take if your tracker is to be used by the wider
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95 internet community
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96
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97 Most users will only need to follow the first step, since the environment will
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98 be a trusted one.
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99
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100
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101 Basic Installation Steps
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102 ------------------------
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103
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104 1. To install the Roundup support code into your Python tree and
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105 Roundup scripts into /usr/local/bin::
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106
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107 python setup.py install
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108
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109 If you would like to place the Roundup scripts in a directory other
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110 than ``/usr/local/bin``, then specify the preferred location with
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111 ``--install-script``. For example, to install them in
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112 ``/opt/roundup/bin``::
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114 python setup.py install --install-scripts=/opt/roundup/bin
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115
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116 2. To create a Roundup tracker (necessary to do before you can
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117 use the software in any real fashion):
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118
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119 a. (Optional) If you intend to keep your roundup trackers
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120 under one top level directory which does not exist yet,
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121 you should create that directory now. Example:
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122
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123 mkdir /opt/roundup/trackers
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124
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125 b. Either add the Roundup script location to your ``PATH``
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126 environment variable or specify the full path to
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127 the command in the next step.
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128
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129 c. ``roundup-admin install``
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130
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131 You will be asked a series of questions. A description of
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132 the Roundup-provided templates can be found under the Overview_::
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133
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134 Enter tracker home: /opt/roundup/trackers/support
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135 Templates: classic, extended
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136 Select template [classic]: classic
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137 Back ends: anydbm, bsddb
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138 Select backend [anydbm]: anydbm
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139
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140 You will now be directed to edit the tracker configuration and
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141 initial schema. See `Customising Roundup`_ for details on configuration
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142 and schema changes. Note that you may change any of the configuration
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143 after you've initialised the tracker - it's just better to have valid
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144 values for this stuff now.
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145
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146 d. ``roundup-admin initialise``
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147
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148 This step initialises the tracker database. You will need to supply
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149 an admin password at this step. You will be prompted::
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150
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151 Admin Password:
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152 Confirm:
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153
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154 Once this is done, the tracker has been created.
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155
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156 3. XXX Set up the CGI interface
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157
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158 4. XXX Set up the mail gateway
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160
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161 Shared Environment Steps
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162 ------------------------
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163
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164 Each tracker ideally should have its own UNIX group, so create
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165 a UNIX group (edit ``/etc/group`` or your appropriate NIS map if
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166 you're using NIS). To continue with my examples so far, I would
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167 create the UNIX group 'support', although the name of the UNIX
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168 group does not have to be the same as the tracker name. To this
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169 'support' group I then add all of the UNIX usernames who will be
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170 working with this Roundup tracker. In addition to 'real' users,
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171 the Roundup email gateway will need to have permissions to this
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172 area as well, so add the user your mail service runs as to the
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173 group. The UNIX group might then look like::
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174
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175 support:*:1002:jblaine,samh,geezer,mail
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176
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177 If you intend to use the web interface (as most people do), you
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178 should also add the username your web server runs as to the group.
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179 My group now looks like this::
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180
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181 support:*:1002:jblaine,samh,geezer,mail,apache
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182
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183 The tracker "db" directory should be chmod'ed g+sw so that the group can
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184 write to the database, and any new files created in the database will be owned
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185 by the group.
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186
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187 An alternative to the above is to create a new user who has the sole
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188 responsibility of running roundup. This user:
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189
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190 1. runs the CGI interface daemon
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191 2. runs regular polls for email
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192 3. runs regular checks (using cron) to ensure the daemon is up
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193 4. optionally has no login password so that nobody but the "root" user
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194 may actually login and play with the roundup setup.
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195
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196 Internet Setup
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197 --------------
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198
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199 1. There are two supported ways to get emailed issues into the
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200 Roundup tracker. You should pick ONE of the following, both
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201 of which will continue my example setup from above:
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202
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203 a. Set up a mail alias called "support" as::
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204
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205 "|/opt/roundup/bin/roundup-mailgw /opt/roundup/trackers/support"
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206
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207 If you use Sendmail's ``smrsh`` mechanism, please read the notes
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208 under 'Platform-Specific Notes'
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209
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210 b. OR... Configure roundup-mailgw to run every 10 minutes or
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211 so via ``cron``. My cron job would be (these 2 lines all on one
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212 line)::
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213
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214 10 * * * * /opt/roundup/bin/roundup-mailgw
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215 /opt/roundup/trackers/support /var/mail/support
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216
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217 If you don't want to use the email component of Roundup, then remove the
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218 "``nosyreator.py``" module from your tracker "``detectors``" directory.
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219
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220 2. Test the email gateway. Under most flavors of UNIX, this
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221 can be done by::
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222
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223 echo test | mail -s '[issue] test' support@YOUR_DOMAIN_HERE
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224
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225 XXX mention HTTPS
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226 XXX mention Basic vs. cookie auth
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227
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228
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229 Upgrading
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230 =========
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231
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232 Read the separate `upgrading document`_, which describes the steps needed to
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233 upgrade existing tracker trackers for each version of Roundup that is
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234 released.
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235
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236
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237 ZRoundup
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238 ========
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239
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240 Install roundup as usual (see installation_).
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241
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242 ZRoundup installs as a regular Zope product. Copy the ZRoundup directory to
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243 your Products directory either in an TRACKER_HOME/Products or the Zope
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244 code tree lib/python/Products.
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245
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246 You will need to create the tracker using the roundup-admin tool (step 2 in
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247 installation_).
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248
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249 When you next (re)start up Zope, you will be able to add a ZRoundup object
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250 that interfaces to your new tracker.
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251
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252
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253 Further Reading
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254 ===============
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255
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256 If you intend to use Roundup with anything other than the defualt
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257 templates, if you would like to hack on Roundup, or if you would
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258 like implementation details, you should read `Customising Roundup`_.
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259
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260
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261 Platform-Specific Notes
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262 =======================
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263
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264 Sendmail smrsh
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265 --------------
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266
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267 If you use Sendmail's ``smrsh`` mechanism, you will need to tell
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268 smrsh that roundup-mailgw is a valid/trusted mail handler
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269 before it will work.
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270
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271 This is usually done via the following 2 steps:
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272
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273 1. make a symlink in ``/etc/smrsh`` called ``roundup-mailgw``
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274 which points to the full path of your actual ``roundup-mailgw``
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275 script.
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276
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277 2. change your alias to ``"|roundup-mailgw <tracker_home>"``
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279
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280 Linux
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281 -----
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282
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283 Python 2.1.1 as shipped with SuSE7.3 might be missing module
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284 ``_weakref``.
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285
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286 -------------------------------------------------------------------------------
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287
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288 Back to `Table of Contents`_
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289
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290 Next: `Getting Started`_
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291
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292 .. _`table of contents`: index.html
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293 .. _`getting started`: getting_started.html
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294 .. _`roundup specification`: spec.html
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295 .. _`customising roundup`: customizing.html
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296 .. _`upgrading document`: upgrading.html
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297
Roundup Issue Tracker: http://roundup-tracker.org/