Mercurial > p > roundup > code
annotate doc/installation.txt @ 3666:8304a1c1cc98
encourage use of latest psycopg
| author | Richard Jones <richard@users.sourceforge.net> |
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| date | Fri, 11 Aug 2006 01:33:59 +0000 |
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1 ================== |
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2 Installing Roundup |
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3 ================== |
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4 |
| 2409 | 5 :Version: 1.76 |
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6 |
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7 .. contents:: |
| 2409 | 8 :depth: 2 |
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9 |
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10 |
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11 Overview |
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12 ======== |
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13 |
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14 Broken out separately, there are several conceptual pieces to a |
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15 Roundup installation: |
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16 |
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17 Roundup trackers |
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18 Trackers consist of issues (be they bug reports or otherwise), tracker |
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19 configuration file(s), web HTML files etc. Roundup trackers are initialised |
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20 with a "Template" which defines the fields usable/assignable on a |
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21 per-issue basis. Descriptions of the provided templates are given in |
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22 `choosing your template`_. |
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23 |
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24 Roundup support code |
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25 Installed into your Python install's lib directory. |
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26 |
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27 Roundup scripts |
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28 These include the email gateway, the roundup |
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29 HTTP server, the roundup administration command-line interface, etc. |
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30 |
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31 |
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32 Prerequisites |
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33 ============= |
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34 |
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35 Roundup requires Python 2.3 or newer with a functioning anydbm |
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36 module. Download the latest version from http://www.python.org/. |
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37 It is highly recommended that users install the latest patch version |
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38 of python as these contain many fixes to serious bugs. |
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39 |
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40 Some variants of Linux will need an additional "python dev" package |
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41 installed for Roundup installation to work. Debian and derivatives, are |
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42 known to require this. |
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43 |
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44 If you're on windows, you will either need to be using the ActiveState python |
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45 distribution (at http://www.activestate.com/Products/ActivePython/), or you'll |
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46 have to install the win32all package separately (get it from |
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47 http://starship.python.net/crew/mhammond/win32/). |
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48 |
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49 |
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50 Optional Components |
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51 =================== |
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52 |
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53 You may optionally install and use: |
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54 |
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55 Timezone Definitions |
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56 Full timezone support requires pytz_ module which brings the |
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57 `Olson tz database`_ into Python. If pytz_ is not installed, |
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58 timezones may be specified as numeric hour offsets only. |
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59 |
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60 An RDBMS |
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61 Sqlite, MySQL and Postgresql are all supported by Roundup and will be |
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62 used if available. One of these is recommended if you are anticipating a |
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63 large user base (see `choosing your backend`_ below). |
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64 |
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65 Xapian full-text indexer |
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66 The Xapian_ full-text indexer is also supported and will be used by |
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67 default if it is available. This is strongly recommended if you are |
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68 anticipating a large number of issues (> 5000). |
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69 |
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70 You may install Xapian at any time, even after a tracker has been |
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71 installed and used. You will need to run the "roundup-admin reindex" |
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72 command if the tracker has existing data. |
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73 |
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74 Roundup requires Xapian *newer* than 0.9.2 - it may be necessary for |
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75 you to install a snapshot. Snapshot "0.9.2_svn6532" has been tried |
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76 successfully. |
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77 |
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78 .. _Xapian: http://www.xapian.org/ |
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79 .. _pytz: http://pytz.sourceforge.net/ |
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80 .. _Olson tz database: http://www.twinsun.com/tz/tz-link.htm |
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81 |
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82 |
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83 Getting Roundup |
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84 =============== |
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85 |
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86 .. note:: |
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87 Some systems, such as Debian and NetBSD, already have Roundup |
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88 installed. Try running the command "roundup-admin" with no arguments, |
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89 and if it runs you may skip the `Basic Installation Steps`_ |
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90 below and go straight to `configuring your first tracker`_. |
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91 |
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92 Download the latest version from http://roundup.sf.net/. |
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93 |
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94 If you're using WinZIP's "classic" interface, make sure the "Use |
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95 folder names" check box is checked before you extract the files. |
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96 |
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97 |
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98 For The Really Impatient |
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99 ======================== |
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100 |
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101 If you just want to give Roundup a whirl Right Now, then simply run |
| 3647 | 102 ``roundup-demo``. |
| 2401 | 103 |
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104 This will set up a simple demo tracker on your machine. [1]_ |
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105 When it's done, it'll print out a URL to point your web browser at |
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106 so you may start playing. Three users will be set up: |
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107 |
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108 1. anonymous - the "default" user with permission to do very little |
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109 2. demo (password "demo") - a normal user who may create issues |
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110 3. admin (password "admin") - an administrative user who has complete |
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111 access to the tracker |
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112 |
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113 .. [1] Demo tracker is set up to be accessed by localhost browser. |
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114 If you run demo on a server host, please stop the demo when |
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115 it has shown startup notice, open file ``demo/config.ini`` with |
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116 your editor, change host name in the ``web`` option in section |
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117 ``[tracker]``, save the file, then re-run the demo program. |
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118 |
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119 Installation |
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120 ============ |
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121 |
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122 Set aside 15-30 minutes. There's several steps to follow in your |
| 1228 | 123 installation: |
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125 1. `basic installation steps`_ if Roundup is not installed on your system |
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126 2. `configuring your first tracker`_ that all installers must follow |
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127 3. then optionally `configure a web interface`_ |
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128 4. and optionally `configure an email interface`_ |
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129 5. `UNIX environment steps`_ to take if you're installing on a shared |
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130 UNIX machine and want to restrict local access to roundup |
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131 6. `additional language codecs`_ |
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133 For information about how Roundup installs, see the `administration |
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134 guide`_. |
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135 |
| 1049 | 136 |
| 137 Basic Installation Steps | |
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138 ------------------------ |
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139 |
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140 To install the Roundup support code into your Python tree and |
| 3524 | 141 Roundup scripts into /usr/bin (substitute that path for whatever is |
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142 appropriate on your system). You need to have write permissions |
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143 for these locations, eg. being root on unix:: |
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144 |
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145 python setup.py install |
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146 |
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147 If you would like to place the Roundup scripts in a directory other |
| 3524 | 148 than ``/usr/bin``, then specify the preferred location with |
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149 ``--install-script``. For example, to install them in |
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150 ``/opt/roundup/bin``:: |
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151 |
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152 python setup.py install --install-scripts=/opt/roundup/bin |
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153 |
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154 You can also use the ``--prefix`` option to use a completely different |
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155 base directory, if you do not want to use administrator rights. If you |
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156 choose to do this, you may have to change Python's search path (sys.path) |
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157 yourself. |
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158 |
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159 |
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160 Configuring your first tracker |
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161 ------------------------------ |
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162 |
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163 1. To create a Roundup tracker (necessary to do before you can |
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164 use the software in any real fashion), you need to set up a "tracker |
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165 home": |
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166 |
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167 a. (Optional) If you intend to keep your roundup trackers |
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168 under one top level directory which does not exist yet, |
| 1228 | 169 you should create that directory now. Example:: |
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170 |
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171 mkdir /opt/roundup/trackers |
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172 |
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173 b. Either add the Roundup script location to your ``PATH`` |
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174 environment variable or specify the full path to |
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175 the command in the next step. |
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176 |
| 1228 | 177 c. Install a new tracker with the command ``roundup-admin install``. |
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178 You will be asked a series of questions. Descriptions of the provided |
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179 templates can be found in `choosing your template`_ below. Descriptions |
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180 of the available backends can be found in `choosing your backend`_ |
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181 below. The questions will be something like (you may have more |
| 1228 | 182 templates or backends available):: |
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183 |
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184 Enter tracker home: /opt/roundup/trackers/support |
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185 Templates: classic |
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186 Select template [classic]: classic |
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187 Back ends: anydbm, mysql, sqlite |
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188 Select backend [anydbm]: anydbm |
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189 |
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190 Note: "Back ends" selection list depends on availability of |
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191 third-party database modules. Standard python distribution |
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192 includes anydbm module only. |
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193 |
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194 The "support" part of the tracker name can be anything you want - it |
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195 is going to be used as the directory that the tracker information |
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196 will be stored in. |
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197 |
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198 You will now be directed to edit the tracker configuration and |
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199 initial schema. At a minimum, you must set "main :: admin_email" |
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200 (that's the "admin_email" option in the "main" section) "mail :: |
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201 host", "tracker :: web" and "mail :: domain". If you get stuck, |
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202 and get configuration file errors, then see the `tracker |
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203 configuration`_ section of the `customisation documentation`_. |
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204 |
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205 If you just want to get set up to test things quickly (and follow |
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206 the instructions in step 3 below), you can even just set the |
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207 "tracker :: web" variable to:: |
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208 |
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209 web = http://localhost:8080/support/ |
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210 |
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211 The URL *must* end in a '/', or your web interface *will not work*. |
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212 See `Customising Roundup`_ for details on configuration and schema |
| 2409 | 213 changes. You may change any of the configuration after |
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214 you've initialised the tracker - it's just better to have valid values |
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215 for this stuff now. |
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216 |
| 1228 | 217 d. Initialise the tracker database with ``roundup-admin initialise``. |
| 218 You will need to supply an admin password at this step. You will be | |
| 219 prompted:: | |
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220 |
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221 Admin Password: |
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222 Confirm: |
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223 |
| 2401 | 224 Note: running this command will *destroy any existing data in the |
| 225 database*. In the case of MySQL and PostgreSQL, any exsting database | |
| 226 will be dropped and re-created. | |
| 227 | |
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228 Once this is done, the tracker has been created. |
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229 |
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230 2. At this point, your tracker is set up, but doesn't have a nice user |
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231 interface. To set that up, we need to `configure a web interface`_ and |
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232 optionally `configure an email interface`_. If you want to try your |
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233 new tracker out, assuming "tracker :: web" is set to |
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234 ``'http://localhost:8080/support/'``, run:: |
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235 |
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236 roundup-server support=/opt/roundup/trackers/support |
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237 |
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238 then direct your web browser at: |
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239 |
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240 http://localhost:8080/support/ |
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241 |
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242 and you should see the tracker interface. |
| 1049 | 243 |
| 244 | |
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245 Choosing Your Template |
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246 ---------------------- |
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247 |
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248 Classic Template |
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249 ~~~~~~~~~~~~~~~~ |
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250 |
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251 The classic template is the one defined in the `Roundup Specification`_. It |
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252 holds issues which have priorities and statuses. Each issue may also have a |
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253 set of messages which are disseminated to the issue's list of nosy users. |
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254 |
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255 Minimal Template |
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256 ~~~~~~~~~~~~~~~~ |
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257 |
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258 The minimal template has the minimum setup required for a tracker |
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259 installation. That is, it has the configuration files, defines a user database |
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260 and the basic HTML interface to that. It's a completely clean slate for you to |
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261 create your tracker on. |
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262 |
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263 |
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264 Choosing Your Backend |
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265 --------------------- |
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266 |
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267 The actual storage of Roundup tracker information is handled by backends. |
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268 There's several to choose from, each with benefits and limitations: |
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269 |
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270 ========== =========== ===== ============================== |
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271 Name Speed Users Support |
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272 ========== =========== ===== ============================== |
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273 anydbm Slowest Few Always available |
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274 sqlite Fastest(*) Few Needs install (PySQLite_) |
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275 metakit Fastest(*) Few Needs install (metakit_) |
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276 postgresql Fast Many Needs install/admin (psycopg_) |
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277 mysql Fast Many Needs install/admin (MySQLdb_) |
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278 ========== =========== ===== ============================== |
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279 |
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280 **sqlite** and **metakit** |
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281 These use the embedded database engines PySQLite_ and metakit_ to provide |
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282 very fast backends. They are not suitable for trackers which will have |
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283 many simultaneous users, but require much less installation and |
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284 maintenance effort than more scalable postgresql and mysql backends. |
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285 If you are choosing from these two, please select sqlite. |
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286 **postgresql** |
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287 Backend for popular RDBMS PostgreSQL. You must read doc/postgresql.txt for |
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288 additional installation steps and requirements. You must also configure |
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289 the ``rdbms`` section of your tracker's ``config.ini``. It is recommended |
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290 that you use at least version 1.1.21 of psycopg. |
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291 **mysql** |
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292 Backend for popular RDBMS MySQL. You must read doc/mysql.txt for additional |
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293 installation steps and requirements. You must also configure the ``rdbms`` |
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294 section of your tracker's ``config.ini`` |
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295 |
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296 You may defer your decision by setting your tracker up with the anydbm |
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297 backend (which is guaranteed to be available) and switching to one of the |
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298 other backends at any time using the instructions in the `administration |
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299 guide`_. |
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300 |
| 2401 | 301 Regardless of which backend you choose, Roundup will attempt to initialise |
| 302 a new database for you when you run the roundup-admin "initialise" command. | |
| 303 In the case of MySQL and PostgreSQL you will need to have the appropriate | |
| 304 privileges to create databases. | |
| 305 | |
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306 |
| 1228 | 307 Configure a Web Interface |
| 308 ------------------------- | |
| 309 | |
| 310 There are three web interfaces to choose from: | |
| 311 | |
| 312 1. `web server cgi-bin`_ | |
| 313 2. `stand-alone web server`_ | |
| 314 3. `Zope product - ZRoundup`_ | |
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315 4. `Apache HTTP Server with mod_python`_ |
| 1228 | 316 |
| 317 You may need to give the web server user permission to access the tracker home | |
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318 - see the `UNIX environment steps`_ for information. You may also need to |
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319 configure your system in some way - see `platform-specific notes`_. |
| 1228 | 320 |
| 321 | |
| 322 Web Server cgi-bin | |
| 323 ~~~~~~~~~~~~~~~~~~ | |
| 324 | |
| 325 A benefit of using the cgi-bin approach is that it's the easiest way to | |
| 326 restrict access to your tracker to only use HTTPS. Access will be slower | |
| 327 than through the `stand-alone web server`_ though. | |
| 328 | |
| 2409 | 329 If your Python isn't install as "python" then you'll need to edit |
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330 the ``roundup.cgi`` script to fix the first line. |
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331 |
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332 If you're using IIS on a Windows platform, you'll need to run this command |
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333 for the cgi to work (it turns on the PATH_INFO cgi variable):: |
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334 |
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335 adsutil.vbs set w3svc/AllowPathInfoForScriptMappings TRUE |
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336 |
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337 The ``adsutil.vbs`` file can be found in either ``c:\inetpub\adminscripts`` |
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338 or ``c:\winnt\system32\inetsrv\adminsamples\`` or |
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339 ``c:\winnt\system32\inetsrv\adminscripts\`` depending on your installation. |
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340 |
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341 More information about ISS setup may be found at: |
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342 |
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343 http://support.microsoft.com/default.aspx?scid=kb%3Ben-us%3B276494 |
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344 |
| 1228 | 345 Copy the ``cgi-bin/roundup.cgi`` file to your web server's ``cgi-bin`` |
| 346 directory. You will need to configure it to tell it where your tracker home | |
| 347 is. You can do this either: | |
| 348 | |
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349 Through an environment variable |
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350 Set the variable TRACKER_HOMES to be a colon (":") separated list of |
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351 name=home pairs (if you're using apache, the SetEnv directive can do this) |
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352 |
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353 Directly in the ``roundup.cgi`` file itself |
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354 Add your instance to the TRACKER_HOMES variable as ``'name': 'home'`` |
| 1228 | 355 |
| 356 The "name" part of the configuration will appear in the URL and identifies the | |
| 357 tracker (so you may have more than one tracker per cgi-bin script). Make sure | |
| 358 there are no spaces or other illegal characters in it (to be safe, stick to | |
| 359 letters and numbers). The "name" forms part of the URL that appears in the | |
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360 tracker config "tracker :: web" variable, so make sure they match. The "home" |
| 1228 | 361 part of the configuration is the tracker home directory. |
| 362 | |
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363 If you're using Apache, you can use an additional trick to hide the |
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364 ``.cgi`` extension of the cgi script. Place the ``roundup.cgi`` script |
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365 wherever you want it to be, renamed it to just ``roundup``, and add a |
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366 couple lines to your Apache configuration:: |
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367 |
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368 <Location /path/to/roundup> |
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369 SetHandler cgi-script |
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370 </Location> |
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371 |
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372 |
| 1228 | 373 Stand-alone Web Server |
| 374 ~~~~~~~~~~~~~~~~~~~~~~ | |
| 375 | |
| 376 This approach will give you the fastest of the three web interfaces. You may | |
| 377 investigate using ProxyPass or similar configuration in apache to have your | |
| 378 tracker accessed through the same URL as other systems. | |
| 379 | |
| 380 The stand-alone web server is started with the command ``roundup-server``. It | |
| 381 has several options - display them with ``roundup-server -h``. | |
| 382 | |
| 383 The tracker home configuration is similar to the cgi-bin - you may either edit | |
| 384 the script to change the TRACKER_HOMES variable or you may supply the | |
| 385 name=home values on the command-line after all the other options. | |
| 386 | |
| 387 To make the server run in the background, use the "-d" option, specifying the | |
| 388 name of a file to write the server process id (pid) to. | |
| 389 | |
| 390 | |
| 391 Zope Product - ZRoundup | |
| 392 ~~~~~~~~~~~~~~~~~~~~~~~ | |
| 393 | |
| 394 ZRoundup installs as a regular Zope product. Copy the ZRoundup directory to | |
| 395 your Products directory either in INSTANCE_HOME/Products or the Zope | |
| 396 code tree lib/python/Products. | |
| 397 | |
| 398 When you next (re)start up Zope, you will be able to add a ZRoundup object | |
| 399 that interfaces to your new tracker. | |
| 400 | |
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401 Apache HTTP Server with mod_python |
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402 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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403 |
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404 `Mod_python`_ is an `Apache`_ module that embeds the Python interpreter |
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405 within the server. Running Roundup this way is much faster than all |
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406 above options and, like `web server cgi-bin`_, allows to use HTTPS |
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407 protocol. The drawback is that this setup is more complicated. |
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408 |
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409 The following instructions were tested on apache 2.0 with mod_python 3.1. |
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410 If you are using older versions, your mileage may vary. |
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411 |
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412 Mod_python uses OS threads. If your apache was built without threads |
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413 (quite commonly), you must load the threading library to run mod_python. |
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414 This is done by setting ``LD_PRELOAD`` to your threading library path |
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415 in apache ``envvars`` file. Example for gentoo linux (``envvars`` file |
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416 is located in ``/usr/lib/apache2/build/``):: |
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417 |
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418 LD_PRELOAD=/lib/libpthread.so.0 |
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419 export LD_PRELOAD |
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420 |
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421 Example for FreeBSD (``envvars`` is in ``/usr/local/sbin/``):: |
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422 |
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423 LD_PRELOAD=/usr/lib/libc_r.so |
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424 export LD_PRELOAD |
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425 |
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426 Next, you have to add Roundup trackers configuration to apache config. |
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427 Roundup apache interface uses two options specified with ``PythonOption`` |
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428 directives: |
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429 |
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430 TrackerHome: |
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431 defines the tracker home directory - the directory that was specified |
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432 when you did ``roundup-admin init``. This option is required. |
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433 |
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434 TrackerLaguage: |
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435 defines web user interface language. mod_python applications do not |
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436 receive OS environment variables in the same way as command-line |
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437 programs, so the language cannot be selected by setting commonly |
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438 used variables like ``LANG`` or ``LC_ALL``. ``TrackerLanguage`` |
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439 value has the same syntax as values of these environment variables. |
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440 This option may be omitted. |
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441 |
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442 TrackerDebug: |
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443 run the tracker in debug mode. Setting this option to ``yes`` or |
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444 ``true`` has the same effect as running ``roundup-server -t debug``: |
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445 the database schema and used html templates are rebuilt for each |
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446 HTTP request. Values ``no`` or ``false`` mean that all html |
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447 templates for the tracker are compiled and the database schema is |
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448 checked once at startup. This is the default behaviour. |
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449 |
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450 TrackerTiming: |
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451 has nearly the same effect as environment variable ``CGI_SHOW_TIMING`` |
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452 for standalone roundup server. The difference is that setting this |
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453 option to ``no`` or ``false`` disables timings display. Value |
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454 ``comment`` writes request handling times in html comment, and |
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455 any other non-empty value makes timing report visible. By default, |
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456 timing display is disabled. |
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457 |
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458 In the following example we have two trackers set up in |
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459 ``/var/db/roundup/support`` and ``var/db/roundup/devel`` and accessed |
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460 as ``https://my.host/roundup/support/`` and ``https://my.host/roundup/devel/`` |
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461 respectively. Having them share same parent directory allows us to |
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462 reduce the number of configuration directives. Support tracker has |
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463 russian user interface. The other tracker (devel) has english user |
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464 interface (default). |
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465 |
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466 Static files from ``html`` directory are served by apache itself - this |
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467 is quickier and generally more robust than doing that from python. |
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468 Everything else is aliased to dummy (non-existing) ``py`` file, |
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469 which is handled by mod_python and our roundup module. |
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470 |
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471 Example mod_python configuration:: |
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472 |
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473 ################################################# |
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474 # Roundup Issue tracker |
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475 ################################################# |
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476 # enable Python optimizations (like 'python -O') |
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477 PythonOptimize On |
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478 # let apache handle static files from 'html' directories |
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479 AliasMatch /roundup/(.+)/@@file/(.*) /var/db/roundup/$1/html/$2 |
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480 # everything else is handled by roundup web UI |
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481 AliasMatch /roundup/([^/]+)/(?!@@file/)(.*) /var/db/roundup/$1/dummy.py/$2 |
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482 # roundup requires a slash after tracker name - add it if missing |
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483 RedirectMatch permanent /roundup/([^/]+)$ /roundup/$1/ |
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484 # common settings for all roundup trackers |
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485 <Directory /var/db/roundup/*> |
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486 Order allow,deny |
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487 Allow from all |
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488 AllowOverride None |
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489 Options None |
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490 AddHandler python-program .py |
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491 PythonHandler roundup.cgi.apache |
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492 # uncomment the following line to see tracebacks in the browser |
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493 # (note that *some* tracebacks will be displayed anyway) |
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494 #PythonDebug On |
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495 </Directory> |
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496 # roundup tracker homes |
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497 <Directory /var/db/roundup/support> |
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498 PythonOption TrackerHome /var/db/roundup/support |
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499 PythonOption TrackerLanguage ru |
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500 </Directory> |
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501 <Directory /var/db/roundup/devel> |
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502 PythonOption TrackerHome /var/db/roundup/devel |
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503 </Directory> |
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504 |
| 1228 | 505 |
| 506 Configure an Email Interface | |
| 507 ---------------------------- | |
| 508 | |
| 509 If you don't want to use the email component of Roundup, then remove the | |
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510 "``nosyreaction.py``" module from your tracker "``detectors``" directory. |
| 1228 | 511 |
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512 See `platform-specific notes`_ for steps that may be needed on your system. |
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513 |
| 1228 | 514 There are three supported ways to get emailed issues into the |
| 515 Roundup tracker. You should pick ONE of the following, all | |
| 516 of which will continue my example setup from above: | |
| 517 | |
| 518 As a mail alias pipe process | |
| 519 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | |
| 520 | |
| 521 Set up a mail alias called "issue_tracker" as (include the quote marks): | |
| 3524 | 522 "``|/usr/bin/python /usr/bin/roundup-mailgw <tracker_home>``" |
| 523 (substitute ``/usr/bin`` for wherever roundup-mailgw is installed). | |
| 1228 | 524 |
| 525 In some installations (e.g. RedHat 6.2 I think) you'll need to set up smrsh so | |
| 526 sendmail will accept the pipe command. In that case, symlink | |
| 3524 | 527 ``/etc/smrsh/roundup-mailgw`` to "``/usr/bin/roundup-mailgw``" and change |
| 1228 | 528 the command to:: |
| 529 | |
| 530 |roundup-mailgw /opt/roundup/trackers/support | |
| 531 | |
| 532 To test the mail gateway on unix systems, try:: | |
| 533 | |
| 534 echo test |mail -s '[issue] test' support@YOUR_DOMAIN_HERE | |
| 535 | |
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536 As a custom router/transport using a pipe process (Exim4 specific) |
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537 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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538 |
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539 The following configuration snippets for `Exim 4`_ configuration |
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540 implement a custom router & transport to accomplish mail delivery to |
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541 roundup-mailgw. A configuration for Exim3 is similar but not |
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542 included, since Exim3 is considered obsolete. |
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543 |
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544 .. _Exim 4: http://www.exim.org/ |
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545 |
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546 This configuration is similar to the previous section, in that it uses |
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547 a pipe process. However, there are advantages to using a custom |
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548 router/transport process, if you are using Exim. |
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549 |
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550 * This avoids privilege escalation, since otherwise the pipe process |
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551 will run as the mail user, typically mail. The transport can be |
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552 configured to run as the user appropriate for the task at hand. In the |
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553 transport described in this section, Exim4 runs as the unprivileged |
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554 user ``roundup``. |
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555 |
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556 * Separate configuration is not required for each tracker |
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557 instance. When a email arrives at the server, Exim passes it through |
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558 the defined routers. The roundup_router looks for a match with one of |
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559 the roundup directories, and if there is one it is passed to the |
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560 roundup_transport, which uses the pipe process described in the |
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561 previous section (`As a mail alias pipe process`_). |
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562 |
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563 The matching is done in the line:: |
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564 |
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565 require_files = /usr/bin/roundup-mailgw:ROUNDUP_HOME/$local_part/schema.py |
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566 |
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567 The following configuration has been tested on Debian Sarge with |
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568 Exim4. |
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569 |
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570 .. note:: |
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571 Note that the Debian Exim4 packages don't allow pipes in alias files |
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572 by default, so the method described in the section `As a mail alias |
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573 pipe process`_ will not work with the default configuration. However, |
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574 the method described in this section does. See the discussion in |
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575 ``/usr/share/doc/exim4-config/README.system_aliases`` on any Debian |
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576 system with Exim4 installed. |
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577 |
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578 For more Debian-specific information, see suggested addition to |
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579 README.Debian in |
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580 http://bugs.debian.org/cgi-bin/bugreport.cgi?bug=343283, which will |
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581 hopefully be merged into the Debian package eventually. |
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582 |
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583 This config makes a few assumptions: |
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584 |
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585 * That the mail address corresponding to the tracker instance has the |
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586 same name as the directory of the tracker instance, i.e. the mail |
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587 interface address corresponding to a Roundup instance called |
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588 ``/var/lib/roundup/trackers/mytracker`` is ``mytracker@your.host``. |
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589 |
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590 * That (at least) all the db subdirectories of all the tracker |
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591 instances (ie. ``/var/lib/roundup/trackers/*/db``) are owned by the same |
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592 user, in this case, 'roundup'. |
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593 |
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594 * That if the ``schema.py`` file exists, then the tracker is ready for |
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595 use. Another option is to use the ``config.ini`` file, but this recently |
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596 changed (in 0.8) from ``config.py``. |
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597 |
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598 Macros for Roundup router/transport. Should be placed in the macros |
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599 section of the Exim4 config:: |
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600 |
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601 # Home dir for your Roundup installation |
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602 ROUNDUP_HOME=/var/lib/roundup/trackers |
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603 |
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604 # User and group for Roundup. |
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605 ROUNDUP_USER=roundup |
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606 ROUNDUP_GROUP=roundup |
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607 |
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608 Custom router for Roundup. This will (probably) work if placed at the |
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609 beginning of the router section of the Exim4 config:: |
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610 |
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611 roundup_router: |
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612 driver = accept |
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613 # The config file config.ini seems like a more natural choice, but the |
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614 # file config.py was replaced by config.ini in 0.8, and schema.py needs |
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615 # to be present too. |
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616 require_files = /usr/bin/roundup-mailgw:ROUNDUP_HOME/$local_part/schema.py |
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617 transport = roundup_transport |
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618 |
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619 Custom transport for Roundup. This will (probably) work if placed at |
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620 the beginning of the router section of the Exim4 config:: |
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621 |
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622 roundup_transport: |
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623 driver = pipe |
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624 command = /usr/bin/python /usr/bin/roundup-mailgw ROUNDUP_HOME/$local_part/ |
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625 current_directory = ROUNDUP_HOME |
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626 home_directory = ROUNDUP_HOME |
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627 user = ROUNDUP_USER |
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628 group = ROUNDUP_GROUP |
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629 |
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630 As a regular job using a mailbox source |
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631 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
| 1228 | 632 |
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633 Set ``roundup-mailgw`` up to run every 10 minutes or so. For example |
| 3524 | 634 (substitute ``/usr/bin`` for wherever roundup-mailgw is installed):: |
| 1228 | 635 |
| 3524 | 636 0,10,20,30,40,50 * * * * /usr/bin/roundup-mailgw /opt/roundup/trackers/support mailbox <mail_spool_file> |
| 1228 | 637 |
| 638 Where the ``mail_spool_file`` argument is the location of the roundup submission | |
| 639 user's mail spool. On most systems, the spool for a user "issue_tracker" | |
| 640 will be "``/var/mail/issue_tracker``". | |
| 641 | |
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642 As a regular job using a POP source |
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643 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
| 1228 | 644 |
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645 To retrieve from a POP mailbox, use a *cron* entry similar to the mailbox |
| 3524 | 646 one (substitute ``/usr/bin`` for wherever roundup-mailgw is |
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647 installed):: |
| 1228 | 648 |
| 3524 | 649 0,10,20,30,40,50 * * * * /usr/bin/roundup-mailgw /opt/roundup/trackers/support pop <pop_spec> |
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650 |
| 1228 | 651 where pop_spec is "``username:password@server``" that specifies the roundup |
| 652 submission user's POP account name, password and server. | |
| 653 | |
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654 On windows, you would set up the command using the windows scheduler. |
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655 |
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656 As a regular job using an IMAP source |
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657 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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658 |
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659 To retrieve from an IMAP mailbox, use a *cron* entry similar to the |
| 3524 | 660 POP one (substitute ``/usr/bin`` for wherever roundup-mailgw is |
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661 installed):: |
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662 |
| 3524 | 663 0,10,20,30,40,50 * * * * /usr/bin/roundup-mailgw /opt/roundup/trackers/support imap <imap_spec> |
|
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664 |
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665 where imap_spec is "``username:password@server``" that specifies the roundup |
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666 submission user's IMAP account name, password and server. You may |
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667 optionally include a mailbox to use other than the default ``INBOX`` with |
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668 "``imap username:password@server mailbox``". |
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669 |
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670 If you have a secure (ie. HTTPS) IMAP server then you may use ``imaps`` |
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671 in place of ``imap`` in the command to use a secure connection. |
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672 |
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673 As with the POP job, on windows, you would set up the command using the |
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674 windows scheduler. |
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675 |
| 1228 | 676 |
|
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677 UNIX Environment Steps |
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678 ---------------------- |
|
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679 |
|
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680 Each tracker ideally should have its own UNIX group, so create |
| 1049 | 681 a UNIX group (edit ``/etc/group`` or your appropriate NIS map if |
| 682 you're using NIS). To continue with my examples so far, I would | |
| 683 create the UNIX group 'support', although the name of the UNIX | |
|
1089
43ab730ee194
instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
684 group does not have to be the same as the tracker name. To this |
| 1049 | 685 'support' group I then add all of the UNIX usernames who will be |
|
1089
43ab730ee194
instance -> tracker, node -> item
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parents:
1078
diff
changeset
|
686 working with this Roundup tracker. In addition to 'real' users, |
| 1049 | 687 the Roundup email gateway will need to have permissions to this |
| 688 area as well, so add the user your mail service runs as to the | |
|
1574
67af854f4c33
more installation hintage
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|
689 group (typically "mail" or "daemon"). The UNIX group might then |
|
67af854f4c33
more installation hintage
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parents:
1571
diff
changeset
|
690 look like:: |
| 1049 | 691 |
| 692 support:*:1002:jblaine,samh,geezer,mail | |
|
659
e429649ed124
More documentation cleanups.
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|
693 |
| 1049 | 694 If you intend to use the web interface (as most people do), you |
| 695 should also add the username your web server runs as to the group. | |
| 696 My group now looks like this:: | |
|
659
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parents:
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|
697 |
| 1049 | 698 support:*:1002:jblaine,samh,geezer,mail,apache |
| 699 | |
|
1089
43ab730ee194
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parents:
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diff
changeset
|
700 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
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parents:
1049
diff
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|
701 write to the database, and any new files created in the database will be owned |
|
344bad728d10
more tweakage of help display and style issues
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parents:
1049
diff
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|
702 by the group. |
|
344bad728d10
more tweakage of help display and style issues
Richard Jones <richard@users.sourceforge.net>
parents:
1049
diff
changeset
|
703 |
|
2594
c0d6d5004464
rdbms doc updates
Richard Jones <richard@users.sourceforge.net>
parents:
2559
diff
changeset
|
704 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
|
705 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
|
706 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
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|
707 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
|
708 in ``rdbms`` -> ``user`` and ``password`` in ``config.ini``. |
|
2594
c0d6d5004464
rdbms doc updates
Richard Jones <richard@users.sourceforge.net>
parents:
2559
diff
changeset
|
709 |
| 1049 | 710 An alternative to the above is to create a new user who has the sole |
| 711 responsibility of running roundup. This user: | |
|
659
e429649ed124
More documentation cleanups.
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|
712 |
| 1049 | 713 1. runs the CGI interface daemon |
| 714 2. runs regular polls for email | |
| 715 3. runs regular checks (using cron) to ensure the daemon is up | |
| 716 4. optionally has no login password so that nobody but the "root" user | |
| 717 may actually login and play with the roundup setup. | |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
718 |
|
e429649ed124
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
719 |
|
1939
1303c208419d
some updates that were sitting on disk
Richard Jones <richard@users.sourceforge.net>
parents:
1913
diff
changeset
|
720 Additional Language Codecs |
|
1303c208419d
some updates that were sitting on disk
Richard Jones <richard@users.sourceforge.net>
parents:
1913
diff
changeset
|
721 -------------------------- |
|
1303c208419d
some updates that were sitting on disk
Richard Jones <richard@users.sourceforge.net>
parents:
1913
diff
changeset
|
722 |
|
1303c208419d
some updates that were sitting on disk
Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
723 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
|
724 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:
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diff
changeset
|
725 http://cjkpython.berlios.de/ |
|
1303c208419d
some updates that were sitting on disk
Richard Jones <richard@users.sourceforge.net>
parents:
1913
diff
changeset
|
726 |
|
1303c208419d
some updates that were sitting on disk
Richard Jones <richard@users.sourceforge.net>
parents:
1913
diff
changeset
|
727 |
|
2069
d8c7fd205cd8
info for installing the CSV module
Richard Jones <richard@users.sourceforge.net>
parents:
2003
diff
changeset
|
728 |
| 1228 | 729 Maintenance |
| 730 =========== | |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
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diff
changeset
|
731 |
|
2003
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
1965
diff
changeset
|
732 Read the separate `administration guide`_ for information about how to |
| 1228 | 733 perform common maintenance tasks with Roundup. |
| 1049 | 734 |
|
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
|
735 |
|
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
|
736 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
|
737 ========= |
|
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
|
738 |
|
882
b99948d32a2d
clearing up ambiguous ref name
Richard Jones <richard@users.sourceforge.net>
parents:
798
diff
changeset
|
739 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
|
740 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
|
741 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
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|
742 |
|
659
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parents:
diff
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|
743 |
|
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parents:
diff
changeset
|
744 Further Reading |
|
e429649ed124
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parents:
diff
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|
745 =============== |
|
e429649ed124
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parents:
diff
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|
746 |
|
3528
762d65fefea5
*** empty log message ***
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3524
diff
changeset
|
747 If you intend to use Roundup with anything other than the default |
|
659
e429649ed124
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
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|
748 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
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|
749 like implementation details, you should read `Customising Roundup`_. |
|
e429649ed124
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parents:
diff
changeset
|
750 |
|
e429649ed124
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parents:
diff
changeset
|
751 |
|
1576
80519db85eac
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|
752 Running Multiple Trackers |
|
80519db85eac
More tweaks to the licensing to make the Debian folks happy :)
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parents:
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|
753 ========================= |
|
80519db85eac
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parents:
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diff
changeset
|
754 |
|
80519db85eac
More tweaks to the licensing to make the Debian folks happy :)
Richard Jones <richard@users.sourceforge.net>
parents:
1574
diff
changeset
|
755 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 :)
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parents:
1574
diff
changeset
|
756 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
|
757 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
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|
758 |
|
80519db85eac
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parents:
1574
diff
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|
759 1. Do you want a tracker per product you sell/support? You can just add |
|
2161
98656054ccfa
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|
760 a new property to your issues called Product, and filter by that. See |
|
98656054ccfa
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changeset
|
761 the customisation example `adding a new field to the classic schema`_. |
|
1576
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parents:
1574
diff
changeset
|
762 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
|
763 support issues separately? You can just set up an additional "issue" |
|
1576
80519db85eac
More tweaks to the licensing to make the Debian folks happy :)
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changeset
|
764 class called "cust_issues" in the same tracker, mimicing the normal |
|
2161
98656054ccfa
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Richard Jones <richard@users.sourceforge.net>
parents:
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|
765 "issue" class, but with different properties. See the customisation |
|
98656054ccfa
*** empty log message ***
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parents:
2069
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|
766 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:
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diff
changeset
|
767 |
|
80519db85eac
More tweaks to the licensing to make the Debian folks happy :)
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parents:
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diff
changeset
|
768 |
|
659
e429649ed124
More documentation cleanups.
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parents:
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changeset
|
769 Platform-Specific Notes |
|
e429649ed124
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parents:
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|
770 ======================= |
|
e429649ed124
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|
771 |
|
1649
6d392197daa3
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|
772 Windows command-line tools |
|
6d392197daa3
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parents:
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|
773 -------------------------- |
|
6d392197daa3
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changeset
|
774 |
|
6d392197daa3
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parents:
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diff
changeset
|
775 To make the command-line tools accessible in Windows, you need to update |
|
6d392197daa3
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parents:
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changeset
|
776 the "Path" environment variable in the Registry via a dialog box. |
|
6d392197daa3
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changeset
|
777 |
|
6d392197daa3
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changeset
|
778 On Windows 2000 and later: |
|
6d392197daa3
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parents:
1648
diff
changeset
|
779 |
|
6d392197daa3
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changeset
|
780 1) Press the "Start" button. |
|
6d392197daa3
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parents:
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diff
changeset
|
781 2) Choose "Settings" |
|
6d392197daa3
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changeset
|
782 3) Choose "Control Panel" |
|
6d392197daa3
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parents:
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changeset
|
783 4) Choose "System" |
|
6d392197daa3
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diff
changeset
|
784 5) Choose "Advanced" |
|
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parents:
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diff
changeset
|
785 6) Choose "Environmental Variables" |
|
1746
9c1da921cd35
minor rest tweak
Richard Jones <richard@users.sourceforge.net>
parents:
1688
diff
changeset
|
786 7) Add: "<dir>\Scripts" to the "Path" environmental variable. |
|
1649
6d392197daa3
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changeset
|
787 |
| 1747 | 788 Where <dir> in 7) is the root directory (e.g., ``C:\Python22\Scripts``) |
|
1649
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|
789 of your Python installation. |
|
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|
790 |
|
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diff
changeset
|
791 I understand that in XP, 2) above is not needed as "Control |
|
6d392197daa3
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parents:
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diff
changeset
|
792 Panel" is directly accessible from "Start". |
|
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parents:
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changeset
|
793 |
|
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|
794 I do not believe this is possible to do in previous versions of Windows. |
|
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parents:
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|
795 |
|
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parents:
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|
796 |
|
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changeset
|
797 Windows Server |
|
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parents:
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|
798 -------------- |
|
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|
799 |
|
80519db85eac
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parents:
1574
diff
changeset
|
800 To have the Roundup web server start up when your machine boots up, set the |
|
80519db85eac
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parents:
1574
diff
changeset
|
801 following up in Scheduled Tasks (note, the following is for a cygwin setup): |
|
80519db85eac
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parents:
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|
802 |
|
80519db85eac
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Richard Jones <richard@users.sourceforge.net>
parents:
1574
diff
changeset
|
803 Run |
|
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parents:
1574
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changeset
|
804 ``c:\cygwin\bin\bash.exe -c "roundup-server TheProject=/opt/roundup/trackers/support"`` |
|
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|
805 Start In |
|
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parents:
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changeset
|
806 ``C:\cygwin\opt\roundup\bin`` |
|
80519db85eac
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|
807 Schedule |
|
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parents:
1574
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changeset
|
808 At System Startup |
|
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parents:
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|
809 |
|
80519db85eac
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parents:
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diff
changeset
|
810 To have the Roundup mail gateway run periodically to poll a POP email address, |
|
80519db85eac
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parents:
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changeset
|
811 set the following up in Scheduled Tasks: |
|
1588
1ac46e7e4150
more doc work - new improved overview doc
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parents:
1576
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|
812 |
|
1576
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|
813 Run |
|
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parents:
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changeset
|
814 ``c:\cygwin\bin\bash.exe -c "roundup-mailgw /opt/roundup/trackers/support pop roundup:roundup@mail-server"`` |
|
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|
815 Start In |
|
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|
816 ``C:\cygwin\opt\roundup\bin`` |
|
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|
817 Schedule |
|
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parents:
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changeset
|
818 Every 10 minutes from 5:00AM for 24 hours every day |
|
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|
819 Stop the task if it runs for 8 minutes |
|
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820 |
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More tweaks to the licensing to make the Debian folks happy :)
Richard Jones <richard@users.sourceforge.net>
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821 |
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822 Sendmail smrsh |
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|
823 -------------- |
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824 |
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|
825 If you use Sendmail's ``smrsh`` mechanism, you will need to tell |
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parents:
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|
826 smrsh that roundup-mailgw is a valid/trusted mail handler |
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Richard Jones <richard@users.sourceforge.net>
parents:
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827 before it will work. |
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parents:
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828 |
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829 This is usually done via the following 2 steps: |
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830 |
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parents:
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|
831 1. make a symlink in ``/etc/smrsh`` called ``roundup-mailgw`` |
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parents:
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832 which points to the full path of your actual ``roundup-mailgw`` |
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833 script. |
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834 |
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1089
43ab730ee194
instance -> tracker, node -> item
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835 2. change your alias to ``"|roundup-mailgw <tracker_home>"`` |
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836 |
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837 |
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parents:
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838 Linux |
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839 ----- |
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840 |
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1939
1303c208419d
some updates that were sitting on disk
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parents:
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841 Make sure you read the instructions under `UNIX environment steps`_. |
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842 |
|
67af854f4c33
more installation hintage
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843 |
|
67af854f4c33
more installation hintage
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844 Solaris |
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845 ------- |
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846 |
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847 You'll need to build Python. |
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848 |
|
1939
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some updates that were sitting on disk
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parents:
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849 Make sure you read the instructions under `UNIX environment steps`_. |
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1303c208419d
some updates that were sitting on disk
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parents:
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850 |
|
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parents:
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851 |
|
2972
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852 Problems? Testing your Python... |
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853 ================================ |
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854 |
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855 .. note:: |
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856 The ``run_tests.py`` script is packaged in Roundup's source distribution |
|
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857 - users of the Windows installer, other binary distributions or |
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parents:
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|
858 pre-installed Roundup will need to download the source to use it. |
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parents:
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859 |
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parents:
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860 Once you've unpacked roundup's source, run ``python run_tests.py`` in the |
|
dd558120d927
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Richard Jones <richard@users.sourceforge.net>
parents:
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861 source directory and make sure there are no errors. If there are errors, |
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parents:
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862 please let us know! |
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863 |
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|
864 If the above fails, you may be using the wrong version of python. Try |
|
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*** empty log message ***
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parents:
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865 ``python2 run_tests.py``. If that works, you will need to substitute |
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Richard Jones <richard@users.sourceforge.net>
parents:
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866 ``python2`` for ``python`` in all further commands you use in relation to |
|
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867 Roundup -- from installation and scripts. |
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868 |
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869 |
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870 ------------------------------------------------------------------------------- |
|
e429649ed124
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871 |
|
686
c52122f38c9b
Documentation cleanup, added info for potential (and current) developers
Richard Jones <richard@users.sourceforge.net>
parents:
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diff
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|
872 Back to `Table of Contents`_ |
|
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parents:
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873 |
|
1287
5402a6f2a754
Added quotes around python interpreter in windows bat [SF#623963]
Richard Jones <richard@users.sourceforge.net>
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874 Next: `User Guide`_ |
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659
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875 |
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876 .. _`table of contents`: index.html |
|
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parents:
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877 .. _`user guide`: user_guide.html |
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878 .. _`roundup specification`: spec.html |
|
1245
d8c98af869ff
merge from maint-0-5
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879 .. _`tracker configuration`: customizing.html#tracker-configuration |
|
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merge from maint-0-5
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880 .. _`customisation documentation`: customizing.html |
|
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881 .. _`Adding a new field to the classic schema`: |
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882 customizing.html#adding-a-new-field-to-the-classic-schema |
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parents:
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883 .. _`Tracking different types of issues`: |
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884 customizing.html#tracking-different-types-of-issues |
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885 .. _`customising roundup`: customizing.html |
|
882
b99948d32a2d
clearing up ambiguous ref name
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parents:
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886 .. _`upgrading document`: upgrading.html |
|
2003
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
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diff
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|
887 .. _`administration guide`: admin_guide.html |
|
2554
52944e87909c
added mod_python setup example
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parents:
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diff
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|
888 |
|
52944e87909c
added mod_python setup example
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889 |
|
52944e87909c
added mod_python setup example
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890 .. _External hyperlink targets: |
|
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891 |
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892 .. _apache: http://httpd.apache.org/ |
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Alexander Smishlajev <a1s@users.sourceforge.net>
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893 .. _metakit: http://www.equi4.com/metakit/ |
|
52944e87909c
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|
894 .. _mod_python: http://www.modpython.org/ |
|
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added mod_python setup example
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895 .. _MySQLdb: http://sourceforge.net/projects/mysql-python |
|
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added mod_python setup example
Alexander Smishlajev <a1s@users.sourceforge.net>
parents:
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896 .. _Psycopg: http://initd.org/software/initd/psycopg |
|
3335
e996f3584772
fix PySQLite site URL
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parents:
3303
diff
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897 .. _pysqlite: http://pysqlite.org/ |
