Mercurial > p > roundup > code
annotate doc/installation.txt @ 4688:80f9a1fbc0cc
doc: Remove WinZip tutorial and mention demo.py becoming 'roundup-demo'
after installation
| author | anatoly techtonik <techtonik@gmail.com> |
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| date | Thu, 29 Nov 2012 01:34:07 +0300 |
| parents | 4e740f02e165 |
| children | 1a0cf0345465 |
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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 .. contents:: |
| 2409 | 6 :depth: 2 |
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7 |
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8 |
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9 Overview |
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10 ======== |
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11 |
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12 Broken out separately, there are several conceptual pieces to a |
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13 Roundup installation: |
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14 |
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15 Roundup trackers |
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16 Trackers consist of issues (be they bug reports or otherwise), tracker |
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17 configuration file(s), web HTML files etc. Roundup trackers are initialised |
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18 with a "Template" which defines the fields usable/assignable on a |
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19 per-issue basis. Descriptions of the provided templates are given in |
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20 `choosing your template`_. |
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21 |
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22 Roundup support code |
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23 Installed into your Python install's lib directory. |
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24 |
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25 Roundup scripts |
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26 These include the email gateway, the roundup |
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27 HTTP server, the roundup administration command-line interface, etc. |
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28 |
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29 |
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30 Prerequisites |
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31 ============= |
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32 |
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33 Roundup requires Python 2.5 or newer (but not Python 3) with a functioning |
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34 anydbm module. Download the latest version from http://www.python.org/. |
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35 It is highly recommended that users install the latest patch version |
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36 of python as these contain many fixes to serious bugs. |
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37 |
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38 Some variants of Linux will need an additional "python dev" package |
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39 installed for Roundup installation to work. Debian and derivatives, are |
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40 known to require this. |
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41 |
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42 |
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43 Optional Components |
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44 =================== |
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45 |
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46 You may optionally install and use: |
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47 |
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48 Timezone Definitions |
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49 Full timezone support requires pytz_ module (version 2005i or later) |
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50 which brings the `Olson tz database`_ into Python. If pytz_ is not |
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51 installed, timezones may be specified as numeric hour offsets only. |
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52 |
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53 An RDBMS |
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54 Sqlite, MySQL and Postgresql are all supported by Roundup and will be |
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55 used if available. One of these is recommended if you are anticipating a |
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56 large user base (see `choosing your backend`_ below). |
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57 |
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58 Xapian full-text indexer |
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59 The Xapian_ full-text indexer is also supported and will be used by |
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60 default if it is available. This is strongly recommended if you are |
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61 anticipating a large number of issues (> 5000). |
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62 |
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63 You may install Xapian at any time, even after a tracker has been |
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64 installed and used. You will need to run the "roundup-admin reindex" |
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65 command if the tracker has existing data. |
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66 |
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67 Roundup requires Xapian 1.0.0 or newer. |
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68 |
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69 pyopenssl |
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70 If pyopenssl_ is installed the roundup-server can be configured |
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71 to serve trackers over SSL. If you are going to serve roundup via |
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72 proxy through a server with SSL support (e.g. apache) then this is |
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73 unnecessary. |
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74 |
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75 pyme |
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76 If pyme_ is installed you can configure the mail gateway to perform |
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77 verification or decryption of incoming OpenPGP MIME messages. When |
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78 configured, you can require email to be cryptographically signed |
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79 before roundup will allow it to make modifications to issues. |
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80 |
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81 Windows Service |
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82 You can run Roundup as a Windows service if pywin32_ is installed. |
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83 |
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84 .. _Xapian: http://xapian.org/ |
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85 .. _pytz: http://www.python.org/pypi/pytz |
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86 .. _Olson tz database: http://www.twinsun.com/tz/tz-link.htm |
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87 .. _pyopenssl: http://pyopenssl.sourceforge.net |
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88 .. _pyme: http://pyme.sourceforge.net |
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89 .. _pywin32: http://pypi.python.org/pypi/pywin32 |
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90 |
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91 |
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92 Getting Roundup |
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93 =============== |
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94 |
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95 .. note:: |
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96 Some systems, such as Debian and NetBSD, already have Roundup |
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97 installed. Try running the command "roundup-admin" with no arguments, |
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98 and if it runs you may skip the `Basic Installation Steps`_ |
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99 below and go straight to `configuring your first tracker`_. |
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100 |
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101 Download the latest version from http://www.roundup-tracker.org/. |
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102 |
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103 For The Really Impatient |
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104 ======================== |
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105 |
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106 If you just want to give Roundup a whirl Right Now, then simply unpack |
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107 and run ``demo.py`` (it will be available as ``roundup-demo`` script |
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108 after installation). |
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110 This will set up a simple demo tracker on your machine. [1]_ |
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111 When it's done, it'll print out a URL to point your web browser at |
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112 so you may start playing. Three users will be set up: |
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113 |
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114 1. anonymous - the "default" user with permission to do very little |
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115 2. demo (password "demo") - a normal user who may create issues |
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116 3. admin (password "admin") - an administrative user who has complete |
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117 access to the tracker |
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118 |
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119 .. [1] Demo tracker is set up to be accessed by localhost browser. |
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120 If you run demo on a server host, please stop the demo when |
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121 it has shown startup notice, open file ``demo/config.ini`` with |
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122 your editor, change host name in the ``web`` option in section |
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123 ``[tracker]``, save the file, then re-run the demo program. |
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124 |
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125 Installation |
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126 ============ |
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127 |
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128 Set aside 15-30 minutes. There's several steps to follow in your |
| 1228 | 129 installation: |
| 1049 | 130 |
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131 1. `basic installation steps`_ if Roundup is not installed on your system |
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132 2. `configuring your first tracker`_ that all installers must follow |
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133 3. then optionally `configure a web interface`_ |
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134 4. and optionally `configure an email interface`_ |
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135 5. `UNIX environment steps`_ to take if you're installing on a shared |
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136 UNIX machine and want to restrict local access to roundup |
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137 6. `additional language codecs`_ |
| 1049 | 138 |
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139 For information about how Roundup installs, see the `administration |
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140 guide`_. |
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141 |
| 1049 | 142 |
| 143 Basic Installation Steps | |
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144 ------------------------ |
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145 |
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146 To install the Roundup support code into your Python tree and |
| 3524 | 147 Roundup scripts into /usr/bin (substitute that path for whatever is |
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148 appropriate on your system). You need to have write permissions |
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149 for these locations, eg. being root on unix:: |
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150 |
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151 python setup.py install |
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152 |
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153 If you would like to place the Roundup scripts in a directory other |
| 3524 | 154 than ``/usr/bin``, then specify the preferred location with |
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155 ``--install-scripts``. For example, to install them in |
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156 ``/opt/roundup/bin``:: |
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157 |
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158 python setup.py install --install-scripts=/opt/roundup/bin |
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159 |
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160 You can also use the ``--prefix`` option to use a completely different |
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161 base directory, if you do not want to use administrator rights. If you |
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162 choose to do this, you may have to change Python's search path (sys.path) |
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163 yourself. |
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164 |
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165 |
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166 Configuring your first tracker |
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167 ------------------------------ |
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168 |
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169 1. To create a Roundup tracker (necessary to do before you can |
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170 use the software in any real fashion), you need to set up a "tracker |
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171 home": |
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172 |
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173 a. (Optional) If you intend to keep your roundup trackers |
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174 under one top level directory which does not exist yet, |
| 1228 | 175 you should create that directory now. Example:: |
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176 |
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177 mkdir /opt/roundup/trackers |
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178 |
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179 b. Either add the Roundup script location to your ``PATH`` |
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180 environment variable or specify the full path to |
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181 the command in the next step. |
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182 |
| 1228 | 183 c. Install a new tracker with the command ``roundup-admin install``. |
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184 You will be asked a series of questions. Descriptions of the provided |
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185 templates can be found in `choosing your template`_ below. Descriptions |
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186 of the available backends can be found in `choosing your backend`_ |
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187 below. The questions will be something like (you may have more |
| 1228 | 188 templates or backends available):: |
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189 |
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190 Enter tracker home: /opt/roundup/trackers/support |
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191 Templates: classic |
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192 Select template [classic]: classic |
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193 Back ends: anydbm, mysql, sqlite |
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194 Select backend [anydbm]: anydbm |
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195 |
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196 Note: "Back ends" selection list depends on availability of |
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197 third-party database modules. Standard python distribution |
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198 includes anydbm module only. |
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199 |
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200 The "support" part of the tracker name can be anything you want - it |
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201 is going to be used as the directory that the tracker information |
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202 will be stored in. |
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203 |
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204 You will now be directed to edit the tracker configuration and |
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205 initial schema. At a minimum, you must set "main :: admin_email" |
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206 (that's the "admin_email" option in the "main" section) "mail :: |
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207 host", "tracker :: web" and "mail :: domain". If you get stuck, |
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208 and get configuration file errors, then see the `tracker |
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209 configuration`_ section of the `customisation documentation`_. |
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210 |
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211 If you just want to get set up to test things quickly (and follow |
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212 the instructions in step 3 below), you can even just set the |
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213 "tracker :: web" variable to:: |
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214 |
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215 web = http://localhost:8080/support/ |
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216 |
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217 The URL *must* end in a '/', or your web interface *will not work*. |
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218 See `Customising Roundup`_ for details on configuration and schema |
| 2409 | 219 changes. You may change any of the configuration after |
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220 you've initialised the tracker - it's just better to have valid values |
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221 for this stuff now. |
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222 |
| 1228 | 223 d. Initialise the tracker database with ``roundup-admin initialise``. |
| 224 You will need to supply an admin password at this step. You will be | |
| 225 prompted:: | |
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226 |
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227 Admin Password: |
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228 Confirm: |
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229 |
| 2401 | 230 Note: running this command will *destroy any existing data in the |
| 4355 | 231 database*. In the case of MySQL and PostgreSQL, any existing database |
| 2401 | 232 will be dropped and re-created. |
| 233 | |
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234 Once this is done, the tracker has been created. |
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235 |
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236 2. At this point, your tracker is set up, but doesn't have a nice user |
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237 interface. To set that up, we need to `configure a web interface`_ and |
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238 optionally `configure an email interface`_. If you want to try your |
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239 new tracker out, assuming "tracker :: web" is set to |
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240 ``'http://localhost:8080/support/'``, run:: |
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241 |
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242 roundup-server support=/opt/roundup/trackers/support |
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243 |
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244 then direct your web browser at: |
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245 |
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246 http://localhost:8080/support/ |
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247 |
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248 and you should see the tracker interface. |
| 1049 | 249 |
| 250 | |
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251 Choosing Your Template |
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252 ---------------------- |
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253 |
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254 Classic Template |
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255 ~~~~~~~~~~~~~~~~ |
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256 |
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257 The classic template is the one defined in the `Roundup Specification`_. It |
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258 holds issues which have priorities and statuses. Each issue may also have a |
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259 set of messages which are disseminated to the issue's list of nosy users. |
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260 |
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261 Minimal Template |
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262 ~~~~~~~~~~~~~~~~ |
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263 |
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264 The minimal template has the minimum setup required for a tracker |
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265 installation. That is, it has the configuration files, defines a user database |
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266 and the basic HTML interface to that. It's a completely clean slate for you to |
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267 create your tracker on. |
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268 |
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269 |
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270 Choosing Your Backend |
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271 --------------------- |
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272 |
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273 The actual storage of Roundup tracker information is handled by backends. |
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274 There's several to choose from, each with benefits and limitations: |
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275 |
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276 ========== =========== ===== ============================== |
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277 Name Speed Users Support |
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278 ========== =========== ===== ============================== |
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279 anydbm Slowest Few Always available |
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280 sqlite Fastest(*) Few May need install (PySQLite_) |
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281 postgresql Fast Many Needs install/admin (psycopg_) |
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282 mysql Fast Many Needs install/admin (MySQLdb_) |
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283 ========== =========== ===== ============================== |
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284 |
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285 **sqlite** |
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286 This uses the embedded database engine PySQLite_ to provide a very fast |
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287 backend. This is not suitable for trackers which will have many |
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288 simultaneous users, but requires much less installation and maintenance |
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289 effort than more scalable postgresql and mysql backends. |
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290 |
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291 SQLite is supported via PySQLite versions 1.1.7, 2.1.0 and sqlite3 (the last |
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292 being bundled with Python 2.5+) |
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293 |
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294 Installed SQLite should be the latest version available (3.3.8 is known |
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295 to work, 3.1.3 is known to have problems). |
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296 **postgresql** |
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297 Backend for popular RDBMS PostgreSQL. You must read doc/postgresql.txt for |
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298 additional installation steps and requirements. You must also configure |
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299 the ``rdbms`` section of your tracker's ``config.ini``. It is recommended |
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300 that you use at least version 1.1.21 of psycopg. |
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301 **mysql** |
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302 Backend for popular RDBMS MySQL. You must read doc/mysql.txt for additional |
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303 installation steps and requirements. You must also configure the ``rdbms`` |
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304 section of your tracker's ``config.ini`` |
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305 |
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306 You may defer your decision by setting your tracker up with the anydbm |
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307 backend (which is guaranteed to be available) and switching to one of the |
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308 other backends at any time using the instructions in the `administration |
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309 guide`_. |
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310 |
| 2401 | 311 Regardless of which backend you choose, Roundup will attempt to initialise |
| 312 a new database for you when you run the roundup-admin "initialise" command. | |
| 313 In the case of MySQL and PostgreSQL you will need to have the appropriate | |
| 314 privileges to create databases. | |
| 315 | |
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316 |
| 1228 | 317 Configure a Web Interface |
| 318 ------------------------- | |
| 319 | |
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320 There are five web interfaces to choose from: |
| 1228 | 321 |
| 322 1. `web server cgi-bin`_ | |
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323 2. `cgi-bin for limited-access hosting`_ |
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324 3. `stand-alone web server`_ |
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325 4. `Zope product - ZRoundup`_ |
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326 5. `Apache HTTP Server with mod_python`_ |
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327 6. `WSGI handler`_ |
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| 329 You may need to give the web server user permission to access the tracker home | |
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330 - see the `UNIX environment steps`_ for information. You may also need to |
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331 configure your system in some way - see `platform-specific notes`_. |
| 1228 | 332 |
| 333 | |
| 334 Web Server cgi-bin | |
| 335 ~~~~~~~~~~~~~~~~~~ | |
| 336 | |
| 337 A benefit of using the cgi-bin approach is that it's the easiest way to | |
| 338 restrict access to your tracker to only use HTTPS. Access will be slower | |
| 339 than through the `stand-alone web server`_ though. | |
| 340 | |
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341 If your Python isn't installed as "python" then you'll need to edit |
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342 the ``roundup.cgi`` script to fix the first line. |
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343 |
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344 If you're using IIS on a Windows platform, you'll need to run this command |
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345 for the cgi to work (it turns on the PATH_INFO cgi variable):: |
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346 |
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347 adsutil.vbs set w3svc/AllowPathInfoForScriptMappings TRUE |
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348 |
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349 The ``adsutil.vbs`` file can be found in either ``c:\inetpub\adminscripts`` |
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350 or ``c:\winnt\system32\inetsrv\adminsamples\`` or |
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351 ``c:\winnt\system32\inetsrv\adminscripts\`` depending on your installation. |
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352 |
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353 More information about ISS setup may be found at: |
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354 |
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355 http://support.microsoft.com/default.aspx?scid=kb%3Ben-us%3B276494 |
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356 |
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357 Copy the ``frontends/roundup.cgi`` file to your web server's ``cgi-bin`` |
| 1228 | 358 directory. You will need to configure it to tell it where your tracker home |
| 359 is. You can do this either: | |
| 360 | |
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361 Through an environment variable |
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362 Set the variable TRACKER_HOMES to be a colon (":") separated list of |
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363 name=home pairs (if you're using apache, the SetEnv directive can do this) |
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364 |
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365 Directly in the ``roundup.cgi`` file itself |
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366 Add your instance to the TRACKER_HOMES variable as ``'name': 'home'`` |
| 1228 | 367 |
| 368 The "name" part of the configuration will appear in the URL and identifies the | |
| 369 tracker (so you may have more than one tracker per cgi-bin script). Make sure | |
| 370 there are no spaces or other illegal characters in it (to be safe, stick to | |
| 371 letters and numbers). The "name" forms part of the URL that appears in the | |
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372 tracker config "tracker :: web" variable, so make sure they match. The "home" |
| 1228 | 373 part of the configuration is the tracker home directory. |
| 374 | |
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375 If you're using Apache, you can use an additional trick to hide the |
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376 ``.cgi`` extension of the cgi script. Place the ``roundup.cgi`` script |
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377 wherever you want it to be, rename it to just ``roundup``, and add a |
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378 couple lines to your Apache configuration:: |
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379 |
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380 <Location /path/to/roundup> |
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381 SetHandler cgi-script |
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382 </Location> |
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383 |
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384 |
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385 CGI-bin for Limited-Access Hosting |
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386 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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387 |
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388 If you are running in a shared-hosting environment or otherwise don't have |
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389 permission to edit the system web server's configuration, but can create a |
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390 ``.htaccess`` file then you may be able to use this approach. |
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391 |
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392 1. Install flup_ |
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393 2. Create a script ``roundup_stub`` in your server's ``cgi-bin`` directory |
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394 containing:: |
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395 |
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396 #!/usr/bin/env python |
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397 |
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398 # if necessary modify the Python path to include the place you |
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399 # installed Roundup |
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400 #import sys |
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401 #sys.path.append('...') |
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402 |
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403 # cgitb is needed for debugging in browser only |
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404 #import cgitb |
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405 #cgitb.enable() |
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406 |
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407 # obtain the WSGI request dispatcher |
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408 from roundup.cgi.wsgi_handler import RequestDispatcher |
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409 tracker_home = '/path/to/tracker/home' |
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410 app = RequestDispatcher(tracker_home) |
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411 |
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412 from flup.server.cgi import WSGIServer |
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413 WSGIServer(app).run() |
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414 |
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415 3. Modify or created the ``.htaccess`` file in the desired (sub-)domain |
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416 directory to contain:: |
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417 |
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418 RewriteEngine On |
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419 RewriteBase / |
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420 RewriteRule ^(.*)$ /cgi-bin/roundup_stub/$1 [L] |
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421 |
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422 Now loading the (sub-)domain in a browser should load the tracker web |
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423 interface. If you get a "500" error then enable the "cgitb" lines in the |
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424 stub to get some debugging information. |
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425 |
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426 |
| 1228 | 427 Stand-alone Web Server |
| 428 ~~~~~~~~~~~~~~~~~~~~~~ | |
| 429 | |
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430 This approach will give you faster response than cgi-bin. You may |
| 1228 | 431 investigate using ProxyPass or similar configuration in apache to have your |
| 432 tracker accessed through the same URL as other systems. | |
| 433 | |
| 434 The stand-alone web server is started with the command ``roundup-server``. It | |
| 435 has several options - display them with ``roundup-server -h``. | |
| 436 | |
| 437 The tracker home configuration is similar to the cgi-bin - you may either edit | |
| 438 the script to change the TRACKER_HOMES variable or you may supply the | |
| 439 name=home values on the command-line after all the other options. | |
| 440 | |
| 441 To make the server run in the background, use the "-d" option, specifying the | |
| 442 name of a file to write the server process id (pid) to. | |
| 443 | |
| 444 | |
| 445 Zope Product - ZRoundup | |
| 446 ~~~~~~~~~~~~~~~~~~~~~~~ | |
| 447 | |
| 448 ZRoundup installs as a regular Zope product. Copy the ZRoundup directory to | |
| 449 your Products directory either in INSTANCE_HOME/Products or the Zope | |
| 450 code tree lib/python/Products. | |
| 451 | |
| 452 When you next (re)start up Zope, you will be able to add a ZRoundup object | |
| 453 that interfaces to your new tracker. | |
| 454 | |
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455 Apache HTTP Server with mod_python |
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456 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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457 |
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458 `Mod_python`_ is an `Apache`_ module that embeds the Python interpreter |
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459 within the server. Running Roundup this way is much faster than all |
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460 above options and, like `web server cgi-bin`_, allows you to use HTTPS |
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461 protocol. The drawback is that this setup is more complicated. |
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462 |
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463 The following instructions were tested on apache 2.0 with mod_python 3.1. |
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464 If you are using older versions, your mileage may vary. |
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465 |
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466 Mod_python uses OS threads. If your apache was built without threads |
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467 (quite commonly), you must load the threading library to run mod_python. |
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468 This is done by setting ``LD_PRELOAD`` to your threading library path |
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469 in apache ``envvars`` file. Example for gentoo linux (``envvars`` file |
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470 is located in ``/usr/lib/apache2/build/``):: |
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471 |
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472 LD_PRELOAD=/lib/libpthread.so.0 |
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473 export LD_PRELOAD |
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474 |
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475 Example for FreeBSD (``envvars`` is in ``/usr/local/sbin/``):: |
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476 |
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477 LD_PRELOAD=/usr/lib/libc_r.so |
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478 export LD_PRELOAD |
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479 |
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480 Next, you have to add Roundup trackers configuration to apache config. |
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481 Roundup apache interface uses the following options specified with |
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482 ``PythonOption`` directives: |
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483 |
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484 TrackerHome: |
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485 defines the tracker home directory - the directory that was specified |
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486 when you did ``roundup-admin init``. This option is required. |
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487 |
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488 TrackerLanguage: |
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489 defines web user interface language. mod_python applications do not |
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490 receive OS environment variables in the same way as command-line |
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491 programs, so the language cannot be selected by setting commonly |
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492 used variables like ``LANG`` or ``LC_ALL``. ``TrackerLanguage`` |
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493 value has the same syntax as values of these environment variables. |
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494 This option may be omitted. |
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495 |
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496 TrackerDebug: |
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497 run the tracker in debug mode. Setting this option to ``yes`` or |
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498 ``true`` has the same effect as running ``roundup-server -t debug``: |
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499 the database schema and used html templates are rebuilt for each |
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500 HTTP request. Values ``no`` or ``false`` mean that all html |
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501 templates for the tracker are compiled and the database schema is |
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502 checked once at startup. This is the default behaviour. |
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503 |
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504 TrackerTiming: |
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505 has nearly the same effect as environment variable ``CGI_SHOW_TIMING`` |
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506 for standalone roundup server. The difference is that setting this |
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507 option to ``no`` or ``false`` disables timings display. Value |
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508 ``comment`` writes request handling times in html comment, and |
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509 any other non-empty value makes timing report visible. By default, |
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510 timing display is disabled. |
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511 |
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512 In the following example we have two trackers set up in |
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513 ``/var/db/roundup/support`` and ``/var/db/roundup/devel`` and accessed |
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514 as ``https://my.host/roundup/support/`` and ``https://my.host/roundup/devel/`` |
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515 respectively (provided Apache has been set up for SSL of course). |
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516 Having them share same parent directory allows us to |
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517 reduce the number of configuration directives. Support tracker has |
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518 russian user interface. The other tracker (devel) has english user |
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519 interface (default). |
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520 |
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521 Static files from ``html`` directory are served by apache itself - this |
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522 is quicker and generally more robust than doing that from python. |
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523 Everything else is aliased to dummy (non-existing) ``py`` file, |
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524 which is handled by mod_python and our roundup module. |
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525 |
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526 Example mod_python configuration:: |
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527 |
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528 ################################################# |
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529 # Roundup Issue tracker |
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530 ################################################# |
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531 # enable Python optimizations (like 'python -O') |
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532 PythonOptimize On |
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533 # let apache handle static files from 'html' directories |
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534 AliasMatch /roundup/(.+)/@@file/(.*) /var/db/roundup/$1/html/$2 |
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535 # everything else is handled by roundup web UI |
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536 AliasMatch /roundup/([^/]+)/(?!@@file/)(.*) /var/db/roundup/$1/dummy.py/$2 |
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537 # roundup requires a slash after tracker name - add it if missing |
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538 RedirectMatch permanent ^/roundup/([^/]+)$ /roundup/$1/ |
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539 # common settings for all roundup trackers |
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540 <Directory /var/db/roundup/*> |
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541 Order allow,deny |
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542 Allow from all |
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543 AllowOverride None |
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544 Options None |
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545 AddHandler python-program .py |
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546 PythonHandler roundup.cgi.apache |
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547 # uncomment the following line to see tracebacks in the browser |
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548 # (note that *some* tracebacks will be displayed anyway) |
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549 #PythonDebug On |
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550 </Directory> |
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551 # roundup tracker homes |
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552 <Directory /var/db/roundup/support> |
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553 PythonOption TrackerHome /var/db/roundup/support |
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554 PythonOption TrackerLanguage ru |
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555 </Directory> |
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556 <Directory /var/db/roundup/devel> |
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557 PythonOption TrackerHome /var/db/roundup/devel |
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558 </Directory> |
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559 |
| 3814 | 560 Notice that the ``/var/db/roundup`` path shown above refers to the directory |
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561 in which the tracker homes are stored. The actual value will thus depend on |
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562 your system. |
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563 |
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564 On Windows the corresponding lines will look similar to these:: |
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565 |
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566 AliasMatch /roundup/(.+)/@@file/(.*) C:/DATA/roundup/$1/html/$2 |
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567 AliasMatch /roundup/([^/]+)/(?!@@file/)(.*) C:/DATA/roundup/$1/dummy.py/$2 |
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568 <Directory C:/DATA/roundup/*> |
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569 <Directory C:/DATA/roundup/support> |
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570 <Directory C:/DATA/roundup/devel> |
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571 |
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572 In this example the directory hosting all of the tracker homes is |
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573 ``C:\DATA\roundup``. (Notice that you must use forward slashes in paths |
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574 inside the httpd.conf file!) |
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575 |
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576 The URL for accessing these trackers then become: |
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577 `http://<roundupserver>/roundup/support/`` and |
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578 ``http://<roundupserver>/roundup/devel/`` |
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579 |
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580 Note that in order to use https connections you must set up Apache for secure |
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581 serving with SSL. |
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582 |
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583 WSGI Handler |
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584 ~~~~~~~~~~~~ |
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585 |
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586 The WSGI handler is quite simple. The following sample code shows how |
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587 to use it:: |
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588 |
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589 from wsgiref.simple_server import make_server |
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590 |
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591 # obtain the WSGI request dispatcher |
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592 from roundup.cgi.wsgi_handler import RequestDispatcher |
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593 tracker_home = 'demo' |
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594 app = RequestDispatcher(tracker_home) |
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595 |
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596 httpd = make_server('', 8917, app) |
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597 httpd.serve_forever() |
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598 |
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599 To test the above you should create a demo tracker with ``python demo.py``. |
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600 Edit the ``config.ini`` to change the web URL to "http://localhost:8917/". |
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601 |
| 1228 | 602 |
| 603 Configure an Email Interface | |
| 604 ---------------------------- | |
| 605 | |
| 606 If you don't want to use the email component of Roundup, then remove the | |
|
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607 "``nosyreaction.py``" module from your tracker "``detectors``" directory. |
| 1228 | 608 |
|
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609 See `platform-specific notes`_ for steps that may be needed on your system. |
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610 |
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611 There are five supported ways to get emailed issues into the |
| 1228 | 612 Roundup tracker. You should pick ONE of the following, all |
| 613 of which will continue my example setup from above: | |
| 614 | |
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615 As a mail alias pipe process |
| 1228 | 616 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
| 617 | |
| 618 Set up a mail alias called "issue_tracker" as (include the quote marks): | |
| 3524 | 619 "``|/usr/bin/python /usr/bin/roundup-mailgw <tracker_home>``" |
| 620 (substitute ``/usr/bin`` for wherever roundup-mailgw is installed). | |
| 1228 | 621 |
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622 In some installations (e.g. RedHat Linux and Fedora Core) you'll need to |
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623 set up smrsh so sendmail will accept the pipe command. In that case, |
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624 symlink ``/etc/smrsh/roundup-mailgw`` to "``/usr/bin/roundup-mailgw``" |
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625 and change the command to:: |
| 1228 | 626 |
| 627 |roundup-mailgw /opt/roundup/trackers/support | |
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628 |
| 1228 | 629 To test the mail gateway on unix systems, try:: |
| 630 | |
| 631 echo test |mail -s '[issue] test' support@YOUR_DOMAIN_HERE | |
| 632 | |
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633 Be careful that some mail systems (postfix for example) will impost a |
|
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634 limits on processes they spawn. In particular postfix can set a file size |
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635 limit. *This can cause your Roundup database to become corrupted.* |
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636 |
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637 |
|
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638 As a custom router/transport using a pipe process (Exim4 specific) |
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639 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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640 |
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641 The following configuration snippets for `Exim 4`_ configuration |
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642 implement a custom router & transport to accomplish mail delivery to |
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643 roundup-mailgw. A configuration for Exim3 is similar but not |
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644 included, since Exim3 is considered obsolete. |
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645 |
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646 .. _Exim 4: http://www.exim.org/ |
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647 |
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648 This configuration is similar to the previous section, in that it uses |
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649 a pipe process. However, there are advantages to using a custom |
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650 router/transport process, if you are using Exim. |
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651 |
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652 * This avoids privilege escalation, since otherwise the pipe process |
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653 will run as the mail user, typically mail. The transport can be |
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654 configured to run as the user appropriate for the task at hand. In the |
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655 transport described in this section, Exim4 runs as the unprivileged |
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656 user ``roundup``. |
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657 |
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658 * Separate configuration is not required for each tracker |
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659 instance. When a email arrives at the server, Exim passes it through |
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660 the defined routers. The roundup_router looks for a match with one of |
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661 the roundup directories, and if there is one it is passed to the |
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662 roundup_transport, which uses the pipe process described in the |
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663 previous section (`As a mail alias pipe process`_). |
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664 |
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665 The matching is done in the line:: |
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666 |
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667 require_files = /usr/bin/roundup-mailgw:ROUNDUP_HOME/$local_part/schema.py |
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668 |
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669 The following configuration has been tested on Debian Sarge with |
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670 Exim4. |
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671 |
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672 .. note:: |
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673 Note that the Debian Exim4 packages don't allow pipes in alias files |
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674 by default, so the method described in the section `As a mail alias |
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675 pipe process`_ will not work with the default configuration. However, |
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676 the method described in this section does. See the discussion in |
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677 ``/usr/share/doc/exim4-config/README.system_aliases`` on any Debian |
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678 system with Exim4 installed. |
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679 |
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680 For more Debian-specific information, see suggested addition to |
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681 README.Debian in |
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682 http://bugs.debian.org/cgi-bin/bugreport.cgi?bug=343283, which will |
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683 hopefully be merged into the Debian package eventually. |
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684 |
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685 This config makes a few assumptions: |
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686 |
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687 * That the mail address corresponding to the tracker instance has the |
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688 same name as the directory of the tracker instance, i.e. the mail |
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689 interface address corresponding to a Roundup instance called |
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690 ``/var/lib/roundup/trackers/mytracker`` is ``mytracker@your.host``. |
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691 |
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692 * That (at least) all the db subdirectories of all the tracker |
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693 instances (ie. ``/var/lib/roundup/trackers/*/db``) are owned by the same |
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694 user, in this case, 'roundup'. |
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695 |
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696 * That if the ``schema.py`` file exists, then the tracker is ready for |
|
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697 use. Another option is to use the ``config.ini`` file (this changed |
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698 in 0.8 from ``config.py``). |
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699 |
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700 Macros for Roundup router/transport. Should be placed in the macros |
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701 section of the Exim4 config:: |
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702 |
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703 # Home dir for your Roundup installation |
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704 ROUNDUP_HOME=/var/lib/roundup/trackers |
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705 |
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706 # User and group for Roundup. |
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707 ROUNDUP_USER=roundup |
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708 ROUNDUP_GROUP=roundup |
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709 |
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710 Custom router for Roundup. This will (probably) work if placed at the |
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711 beginning of the router section of the Exim4 config:: |
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712 |
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713 roundup_router: |
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714 driver = accept |
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715 # The config file config.ini seems like a more natural choice, but the |
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716 # file config.py was replaced by config.ini in 0.8, and schema.py needs |
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717 # to be present too. |
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718 require_files = /usr/bin/roundup-mailgw:ROUNDUP_HOME/$local_part/schema.py |
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719 transport = roundup_transport |
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720 |
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721 Custom transport for Roundup. This will (probably) work if placed at |
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722 the beginning of the router section of the Exim4 config:: |
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723 |
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724 roundup_transport: |
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725 driver = pipe |
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726 command = /usr/bin/python /usr/bin/roundup-mailgw ROUNDUP_HOME/$local_part/ |
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727 current_directory = ROUNDUP_HOME |
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728 home_directory = ROUNDUP_HOME |
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729 user = ROUNDUP_USER |
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730 group = ROUNDUP_GROUP |
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731 |
|
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732 As a regular job using a mailbox source |
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733 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
| 1228 | 734 |
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735 Set ``roundup-mailgw`` up to run every 10 minutes or so. For example |
| 3524 | 736 (substitute ``/usr/bin`` for wherever roundup-mailgw is installed):: |
| 1228 | 737 |
| 3524 | 738 0,10,20,30,40,50 * * * * /usr/bin/roundup-mailgw /opt/roundup/trackers/support mailbox <mail_spool_file> |
| 1228 | 739 |
| 740 Where the ``mail_spool_file`` argument is the location of the roundup submission | |
| 741 user's mail spool. On most systems, the spool for a user "issue_tracker" | |
| 742 will be "``/var/mail/issue_tracker``". | |
| 743 | |
|
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744 As a regular job using a POP source |
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745 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
| 1228 | 746 |
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747 To retrieve from a POP mailbox, use a *cron* entry similar to the mailbox |
| 3524 | 748 one (substitute ``/usr/bin`` for wherever roundup-mailgw is |
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749 installed):: |
| 1228 | 750 |
| 3524 | 751 0,10,20,30,40,50 * * * * /usr/bin/roundup-mailgw /opt/roundup/trackers/support pop <pop_spec> |
|
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752 |
| 1228 | 753 where pop_spec is "``username:password@server``" that specifies the roundup |
| 754 submission user's POP account name, password and server. | |
| 755 | |
|
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756 On windows, you would set up the command using the windows scheduler. |
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757 |
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758 As a regular job using an IMAP source |
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759 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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760 |
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761 To retrieve from an IMAP mailbox, use a *cron* entry similar to the |
| 3524 | 762 POP one (substitute ``/usr/bin`` for wherever roundup-mailgw is |
|
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763 installed):: |
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764 |
| 3524 | 765 0,10,20,30,40,50 * * * * /usr/bin/roundup-mailgw /opt/roundup/trackers/support imap <imap_spec> |
|
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766 |
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767 where imap_spec is "``username:password@server``" that specifies the roundup |
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768 submission user's IMAP account name, password and server. You may |
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769 optionally include a mailbox to use other than the default ``INBOX`` with |
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770 "``imap username:password@server mailbox``". |
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771 |
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772 If you have a secure (ie. HTTPS) IMAP server then you may use ``imaps`` |
|
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773 in place of ``imap`` in the command to use a secure connection. |
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774 |
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775 As with the POP job, on windows, you would set up the command using the |
|
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776 windows scheduler. |
|
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777 |
| 1228 | 778 |
|
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779 UNIX Environment Steps |
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780 ---------------------- |
|
659
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781 |
|
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changeset
|
782 Each tracker ideally should have its own UNIX group, so create |
| 1049 | 783 a UNIX group (edit ``/etc/group`` or your appropriate NIS map if |
| 784 you're using NIS). To continue with my examples so far, I would | |
| 785 create the UNIX group 'support', although the name of the UNIX | |
|
1089
43ab730ee194
instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents:
1078
diff
changeset
|
786 group does not have to be the same as the tracker name. To this |
| 1049 | 787 'support' group I then add all of the UNIX usernames who will be |
|
1089
43ab730ee194
instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents:
1078
diff
changeset
|
788 working with this Roundup tracker. In addition to 'real' users, |
| 1049 | 789 the Roundup email gateway will need to have permissions to this |
| 790 area as well, so add the user your mail service runs as to the | |
|
1574
67af854f4c33
more installation hintage
Richard Jones <richard@users.sourceforge.net>
parents:
1571
diff
changeset
|
791 group (typically "mail" or "daemon"). The UNIX group might then |
|
67af854f4c33
more installation hintage
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parents:
1571
diff
changeset
|
792 look like:: |
| 1049 | 793 |
| 794 support:*:1002:jblaine,samh,geezer,mail | |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
795 |
| 1049 | 796 If you intend to use the web interface (as most people do), you |
| 797 should also add the username your web server runs as to the group. | |
| 798 My group now looks like this:: | |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
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|
799 |
| 1049 | 800 support:*:1002:jblaine,samh,geezer,mail,apache |
| 801 | |
|
1089
43ab730ee194
instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents:
1078
diff
changeset
|
802 The tracker "db" directory should be chmod'ed g+sw so that the group can |
|
1078
344bad728d10
more tweakage of help display and style issues
Richard Jones <richard@users.sourceforge.net>
parents:
1049
diff
changeset
|
803 write to the database, and any new files created in the database will be owned |
|
344bad728d10
more tweakage of help display and style issues
Richard Jones <richard@users.sourceforge.net>
parents:
1049
diff
changeset
|
804 by the group. |
|
344bad728d10
more tweakage of help display and style issues
Richard Jones <richard@users.sourceforge.net>
parents:
1049
diff
changeset
|
805 |
|
2594
c0d6d5004464
rdbms doc updates
Richard Jones <richard@users.sourceforge.net>
parents:
2559
diff
changeset
|
806 If you're using the mysql or postgresql backend then you'll need to ensure |
|
c0d6d5004464
rdbms doc updates
Richard Jones <richard@users.sourceforge.net>
parents:
2559
diff
changeset
|
807 that the tracker user has appropriate permissions to create/modify the |
|
c0d6d5004464
rdbms doc updates
Richard Jones <richard@users.sourceforge.net>
parents:
2559
diff
changeset
|
808 database. If you're using roundup.cgi, the apache user needs permissions |
|
c0d6d5004464
rdbms doc updates
Richard Jones <richard@users.sourceforge.net>
parents:
2559
diff
changeset
|
809 to modify the database. Alternatively, explicitly specify a database login |
|
2921
ad4fb8a14a97
more doc updates, not so many TODOs any more
Richard Jones <richard@users.sourceforge.net>
parents:
2818
diff
changeset
|
810 in ``rdbms`` -> ``user`` and ``password`` in ``config.ini``. |
|
2594
c0d6d5004464
rdbms doc updates
Richard Jones <richard@users.sourceforge.net>
parents:
2559
diff
changeset
|
811 |
| 1049 | 812 An alternative to the above is to create a new user who has the sole |
| 813 responsibility of running roundup. This user: | |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
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diff
changeset
|
814 |
| 1049 | 815 1. runs the CGI interface daemon |
| 816 2. runs regular polls for email | |
| 817 3. runs regular checks (using cron) to ensure the daemon is up | |
| 818 4. optionally has no login password so that nobody but the "root" user | |
| 819 may actually login and play with the roundup setup. | |
|
659
e429649ed124
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
820 |
|
3754
9f4dd27ae843
documentation cleanup from Luke Ross (patch [SF#1594860])
Richard Jones <richard@users.sourceforge.net>
parents:
3736
diff
changeset
|
821 If you're using a Linux system (e.g. Fedora Core) with SELinux enabled, |
|
9f4dd27ae843
documentation cleanup from Luke Ross (patch [SF#1594860])
Richard Jones <richard@users.sourceforge.net>
parents:
3736
diff
changeset
|
822 you will need to ensure that the db directory has a context that |
|
9f4dd27ae843
documentation cleanup from Luke Ross (patch [SF#1594860])
Richard Jones <richard@users.sourceforge.net>
parents:
3736
diff
changeset
|
823 permits the web server to modify and create files. If you're using the |
|
9f4dd27ae843
documentation cleanup from Luke Ross (patch [SF#1594860])
Richard Jones <richard@users.sourceforge.net>
parents:
3736
diff
changeset
|
824 mysql or postgresql backend you may also need to update your policy to |
|
9f4dd27ae843
documentation cleanup from Luke Ross (patch [SF#1594860])
Richard Jones <richard@users.sourceforge.net>
parents:
3736
diff
changeset
|
825 allow the web server to access the database socket. |
|
9f4dd27ae843
documentation cleanup from Luke Ross (patch [SF#1594860])
Richard Jones <richard@users.sourceforge.net>
parents:
3736
diff
changeset
|
826 |
|
659
e429649ed124
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parents:
diff
changeset
|
827 |
|
1939
1303c208419d
some updates that were sitting on disk
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parents:
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diff
changeset
|
828 Additional Language Codecs |
|
1303c208419d
some updates that were sitting on disk
Richard Jones <richard@users.sourceforge.net>
parents:
1913
diff
changeset
|
829 -------------------------- |
|
1303c208419d
some updates that were sitting on disk
Richard Jones <richard@users.sourceforge.net>
parents:
1913
diff
changeset
|
830 |
|
1303c208419d
some updates that were sitting on disk
Richard Jones <richard@users.sourceforge.net>
parents:
1913
diff
changeset
|
831 If you intend to send messages to Roundup that use Chinese, Japanese or |
|
1303c208419d
some updates that were sitting on disk
Richard Jones <richard@users.sourceforge.net>
parents:
1913
diff
changeset
|
832 Korean encodings the you'll need to obtain CJKCodecs from |
|
1303c208419d
some updates that were sitting on disk
Richard Jones <richard@users.sourceforge.net>
parents:
1913
diff
changeset
|
833 http://cjkpython.berlios.de/ |
|
1303c208419d
some updates that were sitting on disk
Richard Jones <richard@users.sourceforge.net>
parents:
1913
diff
changeset
|
834 |
|
1303c208419d
some updates that were sitting on disk
Richard Jones <richard@users.sourceforge.net>
parents:
1913
diff
changeset
|
835 |
|
3830
a48c514c465f
Add simple anti-spam recipe to docs
Richard Jones <richard@users.sourceforge.net>
parents:
3814
diff
changeset
|
836 Public Tracker Considerations |
|
a48c514c465f
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parents:
3814
diff
changeset
|
837 ----------------------------- |
|
a48c514c465f
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parents:
3814
diff
changeset
|
838 |
|
a48c514c465f
Add simple anti-spam recipe to docs
Richard Jones <richard@users.sourceforge.net>
parents:
3814
diff
changeset
|
839 If you run a public tracker, you will eventually have to think about |
|
a48c514c465f
Add simple anti-spam recipe to docs
Richard Jones <richard@users.sourceforge.net>
parents:
3814
diff
changeset
|
840 dealing with spam entered through both the web and mail interfaces. |
|
a48c514c465f
Add simple anti-spam recipe to docs
Richard Jones <richard@users.sourceforge.net>
parents:
3814
diff
changeset
|
841 |
|
a48c514c465f
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Richard Jones <richard@users.sourceforge.net>
parents:
3814
diff
changeset
|
842 The `customisation documentation`_ has a simple detector that will block |
|
a48c514c465f
Add simple anti-spam recipe to docs
Richard Jones <richard@users.sourceforge.net>
parents:
3814
diff
changeset
|
843 a lot of spam attempts. Look for the example "Preventing SPAM". |
|
a48c514c465f
Add simple anti-spam recipe to docs
Richard Jones <richard@users.sourceforge.net>
parents:
3814
diff
changeset
|
844 |
|
2069
d8c7fd205cd8
info for installing the CSV module
Richard Jones <richard@users.sourceforge.net>
parents:
2003
diff
changeset
|
845 |
| 1228 | 846 Maintenance |
| 847 =========== | |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
848 |
|
2003
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
1965
diff
changeset
|
849 Read the separate `administration guide`_ for information about how to |
| 1228 | 850 perform common maintenance tasks with Roundup. |
| 1049 | 851 |
|
782
6f6eb43d9d86
Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
852 |
|
6f6eb43d9d86
Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
853 Upgrading |
|
6f6eb43d9d86
Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
854 ========= |
|
6f6eb43d9d86
Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
855 |
|
882
b99948d32a2d
clearing up ambiguous ref name
Richard Jones <richard@users.sourceforge.net>
parents:
798
diff
changeset
|
856 Read the separate `upgrading document`_, which describes the steps needed to |
|
1089
43ab730ee194
instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents:
1078
diff
changeset
|
857 upgrade existing tracker trackers for each version of Roundup that is |
|
782
6f6eb43d9d86
Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
858 released. |
|
6f6eb43d9d86
Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
859 |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
860 |
|
e429649ed124
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
861 Further Reading |
|
e429649ed124
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
862 =============== |
|
e429649ed124
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parents:
diff
changeset
|
863 |
|
3528
762d65fefea5
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parents:
3524
diff
changeset
|
864 If you intend to use Roundup with anything other than the default |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
865 templates, if you would like to hack on Roundup, or if you would |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
866 like implementation details, you should read `Customising Roundup`_. |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
867 |
|
e429649ed124
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
868 |
|
1576
80519db85eac
More tweaks to the licensing to make the Debian folks happy :)
Richard Jones <richard@users.sourceforge.net>
parents:
1574
diff
changeset
|
869 Running Multiple Trackers |
|
80519db85eac
More tweaks to the licensing to make the Debian folks happy :)
Richard Jones <richard@users.sourceforge.net>
parents:
1574
diff
changeset
|
870 ========================= |
|
80519db85eac
More tweaks to the licensing to make the Debian folks happy :)
Richard Jones <richard@users.sourceforge.net>
parents:
1574
diff
changeset
|
871 |
|
80519db85eac
More tweaks to the licensing to make the Debian folks happy :)
Richard Jones <richard@users.sourceforge.net>
parents:
1574
diff
changeset
|
872 Things to think about before you jump off the deep end and install |
|
80519db85eac
More tweaks to the licensing to make the Debian folks happy :)
Richard Jones <richard@users.sourceforge.net>
parents:
1574
diff
changeset
|
873 multiple trackers, which involve additional URLs, user databases, email |
|
80519db85eac
More tweaks to the licensing to make the Debian folks happy :)
Richard Jones <richard@users.sourceforge.net>
parents:
1574
diff
changeset
|
874 addresses, databases to back up, etc. |
|
80519db85eac
More tweaks to the licensing to make the Debian folks happy :)
Richard Jones <richard@users.sourceforge.net>
parents:
1574
diff
changeset
|
875 |
|
80519db85eac
More tweaks to the licensing to make the Debian folks happy :)
Richard Jones <richard@users.sourceforge.net>
parents:
1574
diff
changeset
|
876 1. Do you want a tracker per product you sell/support? You can just add |
|
2161
98656054ccfa
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Richard Jones <richard@users.sourceforge.net>
parents:
2069
diff
changeset
|
877 a new property to your issues called Product, and filter by that. See |
|
98656054ccfa
*** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents:
2069
diff
changeset
|
878 the customisation example `adding a new field to the classic schema`_. |
|
1576
80519db85eac
More tweaks to the licensing to make the Debian folks happy :)
Richard Jones <richard@users.sourceforge.net>
parents:
1574
diff
changeset
|
879 2. Do you want to track internal software development issues and customer |
|
2186
3f89c8ffe4f1
version info in scripts
Richard Jones <richard@users.sourceforge.net>
parents:
2179
diff
changeset
|
880 support issues separately? You can just set up an additional "issue" |
|
1576
80519db85eac
More tweaks to the licensing to make the Debian folks happy :)
Richard Jones <richard@users.sourceforge.net>
parents:
1574
diff
changeset
|
881 class called "cust_issues" in the same tracker, mimicing the normal |
|
2161
98656054ccfa
*** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents:
2069
diff
changeset
|
882 "issue" class, but with different properties. See the customisation |
|
98656054ccfa
*** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents:
2069
diff
changeset
|
883 example `tracking different types of issues`_. |
|
1576
80519db85eac
More tweaks to the licensing to make the Debian folks happy :)
Richard Jones <richard@users.sourceforge.net>
parents:
1574
diff
changeset
|
884 |
|
80519db85eac
More tweaks to the licensing to make the Debian folks happy :)
Richard Jones <richard@users.sourceforge.net>
parents:
1574
diff
changeset
|
885 |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
886 Platform-Specific Notes |
|
e429649ed124
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
887 ======================= |
|
e429649ed124
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parents:
diff
changeset
|
888 |
|
1649
6d392197daa3
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parents:
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diff
changeset
|
889 Windows command-line tools |
|
6d392197daa3
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Richard Jones <richard@users.sourceforge.net>
parents:
1648
diff
changeset
|
890 -------------------------- |
|
6d392197daa3
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diff
changeset
|
891 |
|
6d392197daa3
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Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
892 To make the command-line tools accessible in Windows, you need to update |
|
6d392197daa3
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parents:
1648
diff
changeset
|
893 the "Path" environment variable in the Registry via a dialog box. |
|
6d392197daa3
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parents:
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diff
changeset
|
894 |
|
6d392197daa3
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parents:
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diff
changeset
|
895 On Windows 2000 and later: |
|
6d392197daa3
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parents:
1648
diff
changeset
|
896 |
|
6d392197daa3
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parents:
1648
diff
changeset
|
897 1) Press the "Start" button. |
|
6d392197daa3
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parents:
1648
diff
changeset
|
898 2) Choose "Settings" |
|
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parents:
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diff
changeset
|
899 3) Choose "Control Panel" |
|
6d392197daa3
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parents:
1648
diff
changeset
|
900 4) Choose "System" |
|
6d392197daa3
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parents:
1648
diff
changeset
|
901 5) Choose "Advanced" |
|
6d392197daa3
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parents:
1648
diff
changeset
|
902 6) Choose "Environmental Variables" |
|
1746
9c1da921cd35
minor rest tweak
Richard Jones <richard@users.sourceforge.net>
parents:
1688
diff
changeset
|
903 7) Add: "<dir>\Scripts" to the "Path" environmental variable. |
|
1649
6d392197daa3
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parents:
1648
diff
changeset
|
904 |
| 1747 | 905 Where <dir> in 7) is the root directory (e.g., ``C:\Python22\Scripts``) |
|
1649
6d392197daa3
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changeset
|
906 of your Python installation. |
|
6d392197daa3
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parents:
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diff
changeset
|
907 |
|
6d392197daa3
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parents:
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diff
changeset
|
908 I understand that in XP, 2) above is not needed as "Control |
|
6d392197daa3
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parents:
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diff
changeset
|
909 Panel" is directly accessible from "Start". |
|
6d392197daa3
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diff
changeset
|
910 |
|
6d392197daa3
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diff
changeset
|
911 I do not believe this is possible to do in previous versions of Windows. |
|
6d392197daa3
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parents:
1648
diff
changeset
|
912 |
|
6d392197daa3
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parents:
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changeset
|
913 |
|
6d392197daa3
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parents:
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diff
changeset
|
914 Windows Server |
|
6d392197daa3
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parents:
1648
diff
changeset
|
915 -------------- |
|
1576
80519db85eac
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parents:
1574
diff
changeset
|
916 |
|
3797
bb6e8fafa341
Updated Windows installation docs (thanks Bo Berglund)
Richard Jones <richard@users.sourceforge.net>
parents:
3794
diff
changeset
|
917 To have the Roundup web server start up when your machine boots up, there |
|
bb6e8fafa341
Updated Windows installation docs (thanks Bo Berglund)
Richard Jones <richard@users.sourceforge.net>
parents:
3794
diff
changeset
|
918 are two different methods, the scheduler and installing the service. |
|
bb6e8fafa341
Updated Windows installation docs (thanks Bo Berglund)
Richard Jones <richard@users.sourceforge.net>
parents:
3794
diff
changeset
|
919 |
|
bb6e8fafa341
Updated Windows installation docs (thanks Bo Berglund)
Richard Jones <richard@users.sourceforge.net>
parents:
3794
diff
changeset
|
920 |
|
bb6e8fafa341
Updated Windows installation docs (thanks Bo Berglund)
Richard Jones <richard@users.sourceforge.net>
parents:
3794
diff
changeset
|
921 1. Using the Windows scheduler |
|
bb6e8fafa341
Updated Windows installation docs (thanks Bo Berglund)
Richard Jones <richard@users.sourceforge.net>
parents:
3794
diff
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|
922 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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923 |
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924 Set up the following in Scheduled Tasks (note, the following is for a |
|
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925 cygwin setup): |
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926 |
|
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|
927 **Run** |
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928 |
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|
929 ``c:\cygwin\bin\bash.exe -c "roundup-server TheProject=/opt/roundup/trackers/support"`` |
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930 |
|
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|
931 **Start In** |
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932 |
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|
933 ``C:\cygwin\opt\roundup\bin`` |
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934 |
|
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|
935 **Schedule** |
|
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|
936 |
|
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|
937 At System Startup |
|
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938 |
|
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|
939 To have the Roundup mail gateway run periodically to poll a POP email address, |
|
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940 set up the following in Scheduled Tasks: |
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|
941 |
|
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|
942 **Run** |
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|
943 |
|
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|
944 ``c:\cygwin\bin\bash.exe -c "roundup-mailgw /opt/roundup/trackers/support pop roundup:roundup@mail-server"`` |
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945 |
|
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|
946 **Start In** |
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|
947 |
|
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|
948 ``C:\cygwin\opt\roundup\bin`` |
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|
949 |
|
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|
950 **Schedule** |
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|
951 |
|
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|
952 Every 10 minutes from 5:00AM for 24 hours every day |
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|
953 |
|
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|
954 Stop the task if it runs for 8 minutes |
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955 |
|
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|
956 |
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|
957 2. Installing the roundup server as a Windows service |
|
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958 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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959 |
|
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960 This is more Windows oriented and will make the Roundup server run as |
|
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|
961 soon as the PC starts up without any need for a login or such. It will |
|
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962 also be available in the normal Windows Administrative Tools. |
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963 |
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|
964 For this you need first to create a service ini file containing the |
|
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|
965 relevant settings. |
|
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966 |
|
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967 1. It is created if you execute the following command from within the |
|
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|
968 scripts directory (notice the use of backslashes):: |
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969 |
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|
970 roundup-server -S -C <trackersdir>\server.ini -n <servername> -p 8080 -l <trackersdir>\trackerlog.log software=<trackersdir>\Software |
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|
971 |
|
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|
972 where the item ``<trackersdir>`` is replaced with the physical directory |
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973 that hosts all of your trackers. The ``<servername>`` item is the name |
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974 of your roundup server PC, such as w2003srv or similar. |
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|
975 |
|
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|
976 2. Next open the now created file ``C:\DATA\roundup\server.ini`` file |
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977 (if your ``<trackersdir>`` is ``C:\DATA\roundup``). |
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978 Check the entries for correctness, especially this one:: |
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|
979 |
|
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|
980 [trackers] |
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981 software = C:\DATA\Roundup\Software |
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982 |
|
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|
983 (this is an example where the tracker is named software and its home is |
|
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|
984 ``C:\DATA\Roundup\Software``) |
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|
985 |
|
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|
986 3. Next give the commands that actually installs and starts the service:: |
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|
987 |
|
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988 roundup-server -C C:\DATA\Roundup\server.ini -c install |
|
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|
989 roundup-server -c start |
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|
990 |
|
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|
991 4. Finally open the AdministrativeTools/Services applet and locate the |
|
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992 Roundup service entry. Open its properties and change it to start |
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993 automatically instead of manually. |
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994 |
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|
995 If you are using Apache as the webserver you might want to use it with |
|
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|
996 mod_python instead to serve out Roundup. In that case see the mod_python |
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|
997 instructions above for details. |
|
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998 |
|
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|
999 |
|
659
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1000 Sendmail smrsh |
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1001 -------------- |
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1002 |
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1003 If you use Sendmail's ``smrsh`` mechanism, you will need to tell |
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1004 smrsh that roundup-mailgw is a valid/trusted mail handler |
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1005 before it will work. |
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1006 |
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1007 This is usually done via the following 2 steps: |
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|
1008 |
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1009 1. make a symlink in ``/etc/smrsh`` called ``roundup-mailgw`` |
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1010 which points to the full path of your actual ``roundup-mailgw`` |
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1011 script. |
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1012 |
|
1089
43ab730ee194
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1013 2. change your alias to ``"|roundup-mailgw <tracker_home>"`` |
|
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1014 |
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1015 |
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1016 Linux |
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1017 ----- |
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1018 |
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1019 Make sure you read the instructions under `UNIX environment steps`_. |
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1020 |
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1021 |
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|
1022 Solaris |
|
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1023 ------- |
|
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1024 |
|
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1025 You'll need to build Python. |
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1026 |
|
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1027 Make sure you read the instructions under `UNIX environment steps`_. |
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1028 |
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1029 |
|
2972
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1030 Problems? Testing your Python... |
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1031 ================================ |
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1032 |
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1033 .. note:: |
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1034 The ``run_tests.py`` script is packaged in Roundup's source distribution |
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1035 - users of the Windows installer, other binary distributions or |
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1036 pre-installed Roundup will need to download the source to use it. |
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1037 |
|
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1038 Remember to have a database user 'rounduptest' prepared (with |
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1039 password 'rounduptest'). This user |
|
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1040 must have at least the rights to create and drop databases. |
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1041 Documentation: details on `adding MySQL users`_, |
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1042 for PostgreSQL you want to call the ``createuser`` command with the |
|
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1043 ``-d`` option to allow database creation. |
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1044 |
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1045 Once you've unpacked roundup's source, run ``python run_tests.py`` in the |
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1046 source directory and make sure there are no errors. If there are errors, |
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1047 please let us know! |
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1048 |
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1049 If the above fails, you may be using the wrong version of python. Try |
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1050 ``python2 run_tests.py`` or ``python2.X run_tests.py`` where ``X`` is in |
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1051 the set 3,4,5,6 depending on the version(s) of python installed. |
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1052 If that works, you will need to substitute ``python2`` or ``python2.X`` |
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1053 for ``python`` in all further commands you use in relation to Roundup -- |
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1054 from installation and scripts. |
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1055 |
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1056 |
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1057 .. _`table of contents`: index.html |
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1058 .. _`user guide`: user_guide.html |
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1059 .. _`roundup specification`: spec.html |
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1060 .. _`tracker configuration`: customizing.html#tracker-configuration |
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1061 .. _`customisation documentation`: customizing.html |
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1062 .. _`Adding a new field to the classic schema`: |
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1063 customizing.html#adding-a-new-field-to-the-classic-schema |
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1064 .. _`Tracking different types of issues`: |
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1065 customizing.html#tracking-different-types-of-issues |
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1066 .. _`customising roundup`: customizing.html |
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1067 .. _`upgrading document`: upgrading.html |
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1068 .. _`administration guide`: admin_guide.html |
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1069 |
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1070 |
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1071 .. _External hyperlink targets: |
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1072 |
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1073 .. _apache: http://httpd.apache.org/ |
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1074 .. _flup: http://pypi.python.org/pypi/flup |
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1075 .. _mod_python: http://www.modpython.org/ |
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1076 .. _MySQLdb: http://sourceforge.net/projects/mysql-python |
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1077 .. _Psycopg: http://initd.org/software/initd/psycopg |
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1078 .. _pysqlite: http://pysqlite.org/ |
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1079 .. _`adding MySQL users`: |
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1080 http://dev.mysql.com/doc/refman/5.1/en/adding-users.html |