Mercurial > p > roundup > code
annotate doc/installation.txt @ 2806:845e87d5e3ba
translator objects now have the following search path:
- selected locale messages in the tracker locale dir
- selected locale messages in the system locale dir
- english messages in the tracker locale dir
- english messages in the system locale dir
automatically compile .mo files if needed (found .po file
and .mo is missing or .po mtime is greater that .mo mtime)
removed support for python < 2.0. gettext module is now required.
get_translation: removed 'domain' argument, added 'tracker_home' argument
| author | Alexander Smishlajev <a1s@users.sourceforge.net> |
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| date | Sat, 23 Oct 2004 14:03:34 +0000 |
| parents | 8ac87d4092e2 |
| children | 2317e43609cb |
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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 2.1.3 or newer with a functioning anydbm or |
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36 bsddb 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 If you want to use Berkeley DB bsddb3 with Roundup, use version 3.3.0 or |
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41 later. Download the latest version from http://pybsddb.sourceforge.net/. |
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42 |
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43 If you're on windows, you will either need to be using the ActiveState python |
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44 distribution (at http://www.activestate.com/Products/ActivePython/), or you'll |
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45 have to install the win32all package separately (get it from |
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46 http://starship.python.net/crew/mhammond/win32/). |
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47 |
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48 Non-Python2.3 users may need to `install the "CSV" module`_. |
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49 |
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50 Install the "CSV" module |
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51 ------------------------ |
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52 |
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| 54 CSV stands for Comma-Separated-Value. These files are used by all | |
| 55 manner of programs (eg. spreadsheets) to exchange data. | |
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56 |
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57 The "CSV" module is required if you wish to import or export data in the |
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58 tracker, or if you wish to use the online generic class editing facility. |
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59 |
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60 If you're using a version of Python older than 2.3, then you will need to |
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61 install the "CSV" module from `Object Craft`_. Users of Python2.3 and later |
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62 don't need to. If you have a C compiler installed, then download the source |
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63 and follow their installation instructions (simply ``python setup.py |
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64 install``.) |
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65 |
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66 If you're on Windows and don't have a C compiler, then you'll need to |
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67 download the pre-compiled ``csv.pyd`` file and install it. To install, just |
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68 copy it to your Python installation in the ``lib\site-packages`` directory. |
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69 For Python 2.2, this would be:: |
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70 |
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71 c:\python22\lib\site-packages |
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72 |
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73 Once the CSV module is installed, you *must* restart roundup-server if it |
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74 is already running, or the new module won't be detected. |
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75 |
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76 If you're on some other platform and don't have a C compiler, you'll need |
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77 to ask for help on the roundup-users mailing list. |
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78 |
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79 .. _`Object Craft`: http://object-craft.com.au/ |
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80 |
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81 |
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82 Getting Roundup |
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83 =============== |
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84 |
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85 .. note:: |
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86 Some systems, such as Debian and NetBSD, already have Roundup |
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87 installed. Try running the command "roundup-admin" with no arguments, |
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88 and if it runs you may skip the `Basic Installation Steps`_ |
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89 below and go straight to `configuring your first tracker`_. |
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90 |
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91 Download the latest version from http://roundup.sf.net/. |
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92 |
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93 If you're using WinZIP's "classic" interface, make sure the "Use |
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94 folder names" check box is checked before you extract the files. |
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95 |
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96 Testing your Python |
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97 ------------------- |
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98 |
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100 The ``run_tests.py`` script is packaged in Roundup's source distribution |
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101 - users of the Windows installer, other binary distributions or |
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102 pre-installed Roundup will need to download the source to use it. |
| 2401 | 103 |
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104 Once you've unpacked roundup's source, run ``python run_tests.py`` in the |
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105 source directory and make sure there are no errors. If there are errors, |
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106 please let us know! |
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107 |
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108 If the above fails, you may be using the wrong version of python. Try |
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109 ``python2 run_tests.py``. If that works, you will need to substitute |
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110 ``python2`` for ``python`` in all further commands you use in relation to |
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111 Roundup -- from installation and scripts. |
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112 |
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113 |
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114 For The Really Impatient |
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115 ======================== |
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116 |
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117 .. note:: |
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118 The ``demo.py`` script is packaged in Roundup's source distribution - |
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119 users of the Windows installer, other binary distributions or |
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120 pre-installed Roundup will need to download the source to use it. |
| 2401 | 121 |
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122 If you just want to give Roundup a whirl Right Now, then simply run |
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123 ``python demo.py``. This will set up a simple demo tracker on your |
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124 machine. When it's done, it'll print out a URL to point your web browser |
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125 at so you may start playing. Three users will be set up: |
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126 |
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127 1. anonymous - the "default" user with permission to do very little |
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128 2. demo (password "demo") - a normal user who may create issues |
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129 3. admin (password "admin") - an administrative user who has complete |
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130 access to the tracker |
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131 |
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132 |
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133 Installation |
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134 ============ |
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135 |
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136 Set aside 15-30 minutes. Please make sure you're using a supported version of |
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137 Python -- see `testing your python`_. There's several steps to follow in your |
| 1228 | 138 installation: |
| 1049 | 139 |
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140 1. `basic installation steps`_ if Roundup is not installed on your system |
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141 2. `configuring your first tracker`_ that all installers must follow |
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142 3. then optionally `configure a web interface`_ |
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143 4. and optionally `configure an email interface`_ |
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144 5. `UNIX environment steps`_ to take if you're installing on a shared |
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145 UNIX machine and want to restrict local access to roundup |
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146 6. `additional language codecs`_ |
| 1049 | 147 |
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148 For information about how Roundup installs, see the `administration |
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149 guide`_. |
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150 |
| 1049 | 151 |
| 152 Basic Installation Steps | |
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153 ------------------------ |
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154 |
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155 To install the Roundup support code into your Python tree and |
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156 Roundup scripts into /usr/local/bin (substitute that path for whatever is |
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157 appropriate on your system). You need to have write permissions |
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158 for these locations, eg. being root on unix:: |
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159 |
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160 python setup.py install |
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161 |
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162 If you would like to place the Roundup scripts in a directory other |
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163 than ``/usr/local/bin``, then specify the preferred location with |
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164 ``--install-script``. For example, to install them in |
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165 ``/opt/roundup/bin``:: |
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166 |
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167 python setup.py install --install-scripts=/opt/roundup/bin |
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168 |
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169 You can also use the ``--prefix`` option to use a completely different |
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170 base directory, if you do not want to use administrator rights. If you |
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171 choose to do this, you may have to change Python's search path (sys.path) |
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172 yourself. |
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173 |
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174 |
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175 Configuring your first tracker |
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176 ------------------------------ |
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177 |
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178 1. To create a Roundup tracker (necessary to do before you can |
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179 use the software in any real fashion), you need to set up a "tracker |
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180 home": |
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181 |
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182 a. (Optional) If you intend to keep your roundup trackers |
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183 under one top level directory which does not exist yet, |
| 1228 | 184 you should create that directory now. Example:: |
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185 |
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186 mkdir /opt/roundup/trackers |
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187 |
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188 b. Either add the Roundup script location to your ``PATH`` |
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189 environment variable or specify the full path to |
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190 the command in the next step. |
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191 |
| 1228 | 192 c. Install a new tracker with the command ``roundup-admin install``. |
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193 You will be asked a series of questions. Descriptions of the provided |
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194 templates can be found in `choosing your template`_ below. Descriptions |
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195 of the available backends can be found in `choosing your backend`_ |
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196 below. The questions will be something like (you may have more |
| 1228 | 197 templates or backends available):: |
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198 |
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199 Enter tracker home: /opt/roundup/trackers/support |
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200 Templates: classic |
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201 Select template [classic]: classic |
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202 Back ends: anydbm, bsddb |
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203 Select backend [anydbm]: anydbm |
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204 |
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205 The "support" part of the tracker name can be anything you want - it |
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206 is going to be used as the directory that the tracker information |
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207 will be stored in. |
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208 |
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209 You will now be directed to edit the tracker configuration and |
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210 initial schema. At a minimum, you must set ``MAILHOST``, |
| 2409 | 211 ``TRACKER_WEB``, ``MAIL_DOMAIN`` and ``ADMIN_EMAIL``. The |
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212 configuration file uses Python syntax, so almost every value must be |
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213 ``'quoted'`` using single or double quotes. If you get stuck, and get |
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214 configuration file errors, then see the `tracker configuration`_ section |
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215 of the `customisation documentation`_. |
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216 |
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217 If you just want to get set up to test things quickly (and follow |
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218 the instructions in step 3 below), you can even just set the |
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219 TRACKER_WEB variable to:: |
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220 |
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221 TRACKER_WEB = 'http://localhost:8080/support/' |
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222 |
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223 The URL *must* end in a '/', or your web interface *will not work*. |
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224 See `Customising Roundup`_ for details on configuration and schema |
| 2409 | 225 changes. You may change any of the configuration after |
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226 you've initialised the tracker - it's just better to have valid values |
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227 for this stuff now. |
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228 |
| 1228 | 229 d. Initialise the tracker database with ``roundup-admin initialise``. |
| 230 You will need to supply an admin password at this step. You will be | |
| 231 prompted:: | |
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232 |
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233 Admin Password: |
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234 Confirm: |
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235 |
| 2401 | 236 Note: running this command will *destroy any existing data in the |
| 237 database*. In the case of MySQL and PostgreSQL, any exsting database | |
| 238 will be dropped and re-created. | |
| 239 | |
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240 Once this is done, the tracker has been created. |
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241 |
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242 2. At this point, your tracker is set up, but doesn't have a nice user |
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243 interface. To set that up, we need to `configure a web interface`_ and |
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244 optionally `configure an email interface`_. If you want to try your |
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245 new tracker out, assuming ``TRACKER_WEB`` is set to |
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246 ``'http://localhost:8080/support/'``, run:: |
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247 |
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248 roundup-server support=/opt/roundup/trackers/support |
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249 |
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250 then direct your web browser at: |
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251 |
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252 http://localhost:8080/support/ |
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253 |
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254 and you should see the tracker interface. |
| 1049 | 255 |
| 256 | |
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257 Choosing Your Template |
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258 ---------------------- |
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259 |
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260 Classic Template |
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261 ~~~~~~~~~~~~~~~~ |
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262 |
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263 The classic template is the one defined in the `Roundup Specification`_. It |
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264 holds issues which have priorities and statuses. Each issue may also have a |
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265 set of messages which are disseminated to the issue's list of nosy users. |
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266 |
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267 Minimal Template |
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268 ~~~~~~~~~~~~~~~~ |
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269 |
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270 The minimal template has the minimum setup required for a tracker |
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271 installation. That is, it has the configuration files, defines a user database |
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272 and the basic HTML interface to that. It's a completely clean slate for you to |
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273 create your tracker on. |
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274 |
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275 |
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276 Choosing Your Backend |
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277 --------------------- |
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278 |
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279 The actual storage of Roundup tracker information is handled by backends. |
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280 There's several to choose from, each with benefits and limitations: |
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281 |
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282 ========== =========== ===== ============================== |
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283 Name Speed Users Support |
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284 ========== =========== ===== ============================== |
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285 anydbm Slowest Few Always available |
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286 bsddb Slow Few Usually available |
| 2258 | 287 bsddb3 Slow Few Needs install (pybsddb_) |
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288 sqlite Fastest(*) Few Needs install (PySQLite_) |
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289 metakit Fastest(*) Few Needs install (metakit_) |
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290 postgresql Fast Many Needs install/admin (psycopg_) |
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291 mysql Fast Many Needs install/admin (MySQLdb_) |
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292 ========== =========== ===== ============================== |
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293 |
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294 **sqlite** and **metakit** |
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295 These use the embedded database engines PySQLite_ and metakit_ to provide |
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296 very fast backends. They are not suitable for trackers which will have |
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297 many simultaneous users. |
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298 **postgresql** |
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299 Backend for popular RDBMS PostgreSQL. You must read doc/postgresql.txt for |
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300 additional installation steps and requirements. |
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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. |
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304 |
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305 You may defer your decision by setting your tracker up with the anydbm |
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306 backend (which is guaranteed to be available) and switching to one of the |
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307 other backends at any time using the instructions in the `administration |
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308 guide`_. |
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309 |
| 2401 | 310 Regardless of which backend you choose, Roundup will attempt to initialise |
| 311 a new database for you when you run the roundup-admin "initialise" command. | |
| 312 In the case of MySQL and PostgreSQL you will need to have the appropriate | |
| 313 privileges to create databases. | |
| 314 | |
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315 |
| 1228 | 316 Configure a Web Interface |
| 317 ------------------------- | |
| 318 | |
| 319 There are three web interfaces to choose from: | |
| 320 | |
| 321 1. `web server cgi-bin`_ | |
| 322 2. `stand-alone web server`_ | |
| 323 3. `Zope product - ZRoundup`_ | |
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324 4. `Apache HTTP Server with mod_python`_ |
| 1228 | 325 |
| 326 You may need to give the web server user permission to access the tracker home | |
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327 - see the `UNIX environment steps`_ for information. You may also need to |
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328 configure your system in some way - see `platform-specific notes`_. |
| 1228 | 329 |
| 330 | |
| 331 Web Server cgi-bin | |
| 332 ~~~~~~~~~~~~~~~~~~ | |
| 333 | |
| 334 A benefit of using the cgi-bin approach is that it's the easiest way to | |
| 335 restrict access to your tracker to only use HTTPS. Access will be slower | |
| 336 than through the `stand-alone web server`_ though. | |
| 337 | |
| 2409 | 338 If your Python isn't install as "python" then you'll need to edit |
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339 the ``roundup.cgi`` script to fix the first line. |
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340 |
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341 If you're using IIS on a Windows platform, you'll need to run this command |
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342 for the cgi to work (it turns on the PATH_INFO cgi variable):: |
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343 |
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344 adsutil.vbs set w3svc/AllowPathInfoForScriptMappings TRUE |
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345 |
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346 The ``adsutil.vbs`` file can be found in either ``c:\inetpub\adminscripts`` |
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347 or ``c:\winnt\system32\inetsrv\adminsamples\`` or |
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348 ``c:\winnt\system32\inetsrv\adminscripts\`` depending on your installation. |
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349 |
| 1228 | 350 Copy the ``cgi-bin/roundup.cgi`` file to your web server's ``cgi-bin`` |
| 351 directory. You will need to configure it to tell it where your tracker home | |
| 352 is. You can do this either: | |
| 353 | |
| 354 through an environment variable | |
| 355 set the variable TRACKER_HOMES to be a colon (":") separated list of | |
| 356 name=home pairs (if you're using apache, the SetEnv directive can do this) | |
| 357 directly in the ``roundup.cgi`` file itself | |
| 358 add your instance to the TRACKER_HOMES variable as ``'name': 'home'`` | |
| 359 | |
| 360 The "name" part of the configuration will appear in the URL and identifies the | |
| 361 tracker (so you may have more than one tracker per cgi-bin script). Make sure | |
| 362 there are no spaces or other illegal characters in it (to be safe, stick to | |
| 363 letters and numbers). The "name" forms part of the URL that appears in the | |
| 364 tracker config TRACKER_WEB variable, so make sure they match. The "home" | |
| 365 part of the configuration is the tracker home directory. | |
| 366 | |
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367 If you're using Apache, you can use an additional trick to hide the |
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368 ``.cgi`` extension of the cgi script. Place the ``roundup.cgi`` script |
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369 wherever you want it to be, renamed it to just ``roundup``, and add a |
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370 couple lines to your Apache configuration:: |
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371 |
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372 <Location /path/to/roundup> |
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373 SetHandler cgi-script |
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374 </Location> |
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375 |
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376 |
| 1228 | 377 Stand-alone Web Server |
| 378 ~~~~~~~~~~~~~~~~~~~~~~ | |
| 379 | |
| 380 This approach will give you the fastest of the three web interfaces. You may | |
| 381 investigate using ProxyPass or similar configuration in apache to have your | |
| 382 tracker accessed through the same URL as other systems. | |
| 383 | |
| 384 The stand-alone web server is started with the command ``roundup-server``. It | |
| 385 has several options - display them with ``roundup-server -h``. | |
| 386 | |
| 387 The tracker home configuration is similar to the cgi-bin - you may either edit | |
| 388 the script to change the TRACKER_HOMES variable or you may supply the | |
| 389 name=home values on the command-line after all the other options. | |
| 390 | |
| 391 To make the server run in the background, use the "-d" option, specifying the | |
| 392 name of a file to write the server process id (pid) to. | |
| 393 | |
| 394 | |
| 395 Zope Product - ZRoundup | |
| 396 ~~~~~~~~~~~~~~~~~~~~~~~ | |
| 397 | |
| 398 ZRoundup installs as a regular Zope product. Copy the ZRoundup directory to | |
| 399 your Products directory either in INSTANCE_HOME/Products or the Zope | |
| 400 code tree lib/python/Products. | |
| 401 | |
| 402 When you next (re)start up Zope, you will be able to add a ZRoundup object | |
| 403 that interfaces to your new tracker. | |
| 404 | |
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405 Apache HTTP Server with mod_python |
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406 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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407 |
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408 `Mod_python`_ is an `Apache`_ module that embeds the Python interpreter |
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409 within the server. Running Roundup this way is much faster than all |
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410 above options and, like `web server cgi-bin`_, allows to use HTTPS |
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411 protocol. The drawback is that this setup is more complicated. |
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412 |
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413 The following instructions were tested on apache 2.0 with mod_python 3.1. |
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414 If you are using older versions, your mileage may vary. |
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415 |
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416 Mod_python uses OS threads. If your apache was built without threads |
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417 (quite commonly), you must load the threading library to run mod_python. |
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418 This is done by setting ``LD_PRELOAD`` to your threading library path |
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419 in apache ``envvars`` file. Example for gentoo linux (``envvars`` file |
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420 is located in ``/usr/lib/apache2/build/``):: |
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421 |
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422 LD_PRELOAD=/lib/libpthread.so.0 |
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423 export LD_PRELOAD |
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424 |
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425 Example for FreeBSD (``envvars`` is in ``/usr/local/sbin/``):: |
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426 |
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427 LD_PRELOAD=/usr/lib/libc_r.so |
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428 export LD_PRELOAD |
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429 |
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430 Next, you have to add Roundup trackers configuration to apache config. |
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431 Roundup apache interface uses two options specified with ``PythonOption`` |
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432 directives: |
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433 |
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434 TrackerHome: |
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435 defines the tracker home directory - the directory that was specified |
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436 when you did ``roundup-admin init``. This option is required. |
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437 |
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438 TrackerLaguage: |
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439 defines web user interface language. mod_python applications do not |
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440 receive OS environment variables in the same way as command-line |
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441 programs, so the language cannot be selected by setting commonly |
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442 used variables like ``LANG`` or ``LC_ALL``. ``TrackerLanguage`` |
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443 value has the same syntax as values of these environment variables. |
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444 This option may be omitted. |
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445 |
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446 In the following example we have two trackers set up in |
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447 ``/var/db/roundup/support`` and ``var/db/roundup/devel`` and accessed |
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448 as ``https://my.host/roundup/support/`` and ``https://my.host/roundup/devel/`` |
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449 respectively. Having them share same parent directory allows us to |
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450 reduce the number of configuration directives. Support tracker has |
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451 russian user interface. The other tracker (devel) has english user |
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452 interface (default). |
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453 |
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454 Static files from ``html`` directory are served by apache itself - this |
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455 is quickier and generally more robust than doing that from python. |
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456 Everything else is aliased to dummy (non-existing) ``py`` file, |
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457 which is handled by mod_python and our roundup module. |
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458 |
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459 Example mod_python configuration:: |
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460 |
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461 ################################################# |
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462 # Roundup Issue tracker |
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463 ################################################# |
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464 # enable Python optimizations (like 'python -O') |
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465 PythonOptimize On |
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466 # let apache handle static files from 'html' directories |
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467 AliasMatch /roundup/(.+)/@@file/(.*) /var/db/roundup/$1/html/$2 |
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468 # everything else is handled by roundup web UI |
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469 AliasMatch /roundup/([^/]+)/(?!@@file/)(.*) /var/db/roundup/$1/dummy.py/$2 |
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470 # roundup requires a slash after tracker name - add it if missing |
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471 RedirectMatch permanent /roundup/([^/]+)$ /roundup/$1/ |
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472 # common settings for all roundup trackers |
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473 <Directory /var/db/roundup/*> |
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474 Order allow,deny |
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475 Allow from all |
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476 AllowOverride None |
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477 Options None |
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478 AddHandler python-program .py |
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479 PythonHandler roundup.cgi.apache |
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480 # uncomment the following line to see tracebacks in the browser |
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481 # (note that *some* tracebacks will be displayed anyway) |
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482 #PythonDebug On |
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483 </Directory> |
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484 # roundup tracker homes |
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485 <Directory /var/db/roundup/support> |
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486 PythonOption TrackerHome /var/db/roundup/support |
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487 PythonOption TrackerLanguage ru |
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488 </Directory> |
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489 <Directory /var/db/roundup/devel> |
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490 PythonOption TrackerHome /var/db/roundup/devel |
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491 </Directory> |
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492 |
| 1228 | 493 |
| 494 Configure an Email Interface | |
| 495 ---------------------------- | |
| 496 | |
| 497 If you don't want to use the email component of Roundup, then remove the | |
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498 "``nosyreaction.py``" module from your tracker "``detectors``" directory. |
| 1228 | 499 |
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500 See `platform-specific notes`_ for steps that may be needed on your system. |
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501 |
| 1228 | 502 There are three supported ways to get emailed issues into the |
| 503 Roundup tracker. You should pick ONE of the following, all | |
| 504 of which will continue my example setup from above: | |
| 505 | |
| 506 As a mail alias pipe process | |
| 507 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | |
| 508 | |
| 509 Set up a mail alias called "issue_tracker" as (include the quote marks): | |
| 510 "``|/usr/bin/python /usr/local/bin/roundup-mailgw <tracker_home>``" | |
| 511 | |
| 512 In some installations (e.g. RedHat 6.2 I think) you'll need to set up smrsh so | |
| 513 sendmail will accept the pipe command. In that case, symlink | |
| 514 ``/etc/smrsh/roundup-mailgw`` to "``/usr/local/bin/roundup-mailgw``" and change | |
| 515 the command to:: | |
| 516 | |
| 517 |roundup-mailgw /opt/roundup/trackers/support | |
| 518 | |
| 519 To test the mail gateway on unix systems, try:: | |
| 520 | |
| 521 echo test |mail -s '[issue] test' support@YOUR_DOMAIN_HERE | |
| 522 | |
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523 As a regular job using a mailbox source |
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524 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
| 1228 | 525 |
| 526 Set ``roundup-mailgw`` up to run every 10 minutes or so. For example:: | |
| 527 | |
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528 0,10,20,30,40,50 * * * * /usr/local/bin/roundup-mailgw /opt/roundup/trackers/support mailbox <mail_spool_file> |
| 1228 | 529 |
| 530 Where the ``mail_spool_file`` argument is the location of the roundup submission | |
| 531 user's mail spool. On most systems, the spool for a user "issue_tracker" | |
| 532 will be "``/var/mail/issue_tracker``". | |
| 533 | |
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534 As a regular job using a POP source |
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535 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
| 1228 | 536 |
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537 To retrieve from a POP mailbox, use a *cron* entry similar to the mailbox one:: |
| 1228 | 538 |
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539 0,10,20,30,40,50 * * * * /usr/local/bin/roundup-mailgw /opt/roundup/trackers/support pop <pop_spec> |
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540 |
| 1228 | 541 where pop_spec is "``username:password@server``" that specifies the roundup |
| 542 submission user's POP account name, password and server. | |
| 543 | |
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544 On windows, you would set up the command using the windows scheduler. |
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545 |
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546 As a regular job using an IMAP source |
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547 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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548 |
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549 To retrieve from an IMAP mailbox, use a *cron* entry similar to the |
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550 POP one:: |
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551 |
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552 0,10,20,30,40,50 * * * * /usr/local/bin/roundup-mailgw /opt/roundup/trackers/support imap <imap_spec> |
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553 |
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554 where imap_spec is "``username:password@server``" that specifies the roundup |
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555 submission user's IMAP account name, password and server. You may |
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556 optionally include a mailbox to use other than the default ``INBOX`` with |
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557 "``imap username:password@server mailbox``". |
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558 |
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559 If you have a secure (ie. HTTPS) IMAP server then you may use ``imaps`` |
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560 in place of ``imap`` in the command to use a secure connection. |
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561 |
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562 As with the POP job, on windows, you would set up the command using the |
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563 windows scheduler. |
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564 |
| 1228 | 565 |
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566 UNIX Environment Steps |
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567 ---------------------- |
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568 |
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569 Each tracker ideally should have its own UNIX group, so create |
| 1049 | 570 a UNIX group (edit ``/etc/group`` or your appropriate NIS map if |
| 571 you're using NIS). To continue with my examples so far, I would | |
| 572 create the UNIX group 'support', although the name of the UNIX | |
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573 group does not have to be the same as the tracker name. To this |
| 1049 | 574 'support' group I then add all of the UNIX usernames who will be |
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575 working with this Roundup tracker. In addition to 'real' users, |
| 1049 | 576 the Roundup email gateway will need to have permissions to this |
| 577 area as well, so add the user your mail service runs as to the | |
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578 group (typically "mail" or "daemon"). The UNIX group might then |
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579 look like:: |
| 1049 | 580 |
| 581 support:*:1002:jblaine,samh,geezer,mail | |
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582 |
| 1049 | 583 If you intend to use the web interface (as most people do), you |
| 584 should also add the username your web server runs as to the group. | |
| 585 My group now looks like this:: | |
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586 |
| 1049 | 587 support:*:1002:jblaine,samh,geezer,mail,apache |
| 588 | |
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589 The tracker "db" directory should be chmod'ed g+sw so that the group can |
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590 write to the database, and any new files created in the database will be owned |
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591 by the group. |
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592 |
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593 If you're using the mysql or postgresql backend then you'll need to ensure |
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594 that the tracker user has appropriate permissions to create/modify the |
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595 database. If you're using roundup.cgi, the apache user needs permissions |
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596 to modify the database. Alternatively, explicitly specify a database login |
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597 in ``POSTRGRESQL_DATABASE`` or ``MYSQL_DATABASE`` in ``config.py``. |
|
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598 |
| 1049 | 599 An alternative to the above is to create a new user who has the sole |
| 600 responsibility of running roundup. This user: | |
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601 |
| 1049 | 602 1. runs the CGI interface daemon |
| 603 2. runs regular polls for email | |
| 604 3. runs regular checks (using cron) to ensure the daemon is up | |
| 605 4. optionally has no login password so that nobody but the "root" user | |
| 606 may actually login and play with the roundup setup. | |
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607 |
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608 |
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609 Additional Language Codecs |
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610 -------------------------- |
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611 |
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612 If you intend to send messages to Roundup that use Chinese, Japanese or |
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613 Korean encodings the you'll need to obtain CJKCodecs from |
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614 http://cjkpython.berlios.de/ |
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615 |
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616 |
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617 |
| 1228 | 618 Maintenance |
| 619 =========== | |
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620 |
|
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621 Read the separate `administration guide`_ for information about how to |
| 1228 | 622 perform common maintenance tasks with Roundup. |
| 1049 | 623 |
|
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624 |
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625 Upgrading |
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626 ========= |
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627 |
|
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628 Read the separate `upgrading document`_, which describes the steps needed to |
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629 upgrade existing tracker trackers for each version of Roundup that is |
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630 released. |
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631 |
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632 |
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633 Further Reading |
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634 =============== |
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635 |
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636 If you intend to use Roundup with anything other than the defualt |
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637 templates, if you would like to hack on Roundup, or if you would |
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638 like implementation details, you should read `Customising Roundup`_. |
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639 |
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640 |
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641 Running Multiple Trackers |
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642 ========================= |
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643 |
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644 Things to think about before you jump off the deep end and install |
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645 multiple trackers, which involve additional URLs, user databases, email |
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646 addresses, databases to back up, etc. |
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647 |
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648 1. Do you want a tracker per product you sell/support? You can just add |
|
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649 a new property to your issues called Product, and filter by that. See |
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650 the customisation example `adding a new field to the classic schema`_. |
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651 2. Do you want to track internal software development issues and customer |
|
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652 support issues separately? You can just set up an additional "issue" |
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653 class called "cust_issues" in the same tracker, mimicing the normal |
|
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654 "issue" class, but with different properties. See the customisation |
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655 example `tracking different types of issues`_. |
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656 |
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657 |
|
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658 Platform-Specific Notes |
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659 ======================= |
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660 |
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661 Windows command-line tools |
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662 -------------------------- |
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663 |
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664 To make the command-line tools accessible in Windows, you need to update |
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665 the "Path" environment variable in the Registry via a dialog box. |
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666 |
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667 On Windows 2000 and later: |
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668 |
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669 1) Press the "Start" button. |
|
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670 2) Choose "Settings" |
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671 3) Choose "Control Panel" |
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672 4) Choose "System" |
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673 5) Choose "Advanced" |
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674 6) Choose "Environmental Variables" |
|
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675 7) Add: "<dir>\Scripts" to the "Path" environmental variable. |
|
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676 |
| 1747 | 677 Where <dir> in 7) is the root directory (e.g., ``C:\Python22\Scripts``) |
|
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678 of your Python installation. |
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679 |
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680 I understand that in XP, 2) above is not needed as "Control |
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681 Panel" is directly accessible from "Start". |
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682 |
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683 I do not believe this is possible to do in previous versions of Windows. |
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684 |
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685 |
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686 Windows Server |
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687 -------------- |
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688 |
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689 To have the Roundup web server start up when your machine boots up, set the |
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690 following up in Scheduled Tasks (note, the following is for a cygwin setup): |
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691 |
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692 Run |
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693 ``c:\cygwin\bin\bash.exe -c "roundup-server TheProject=/opt/roundup/trackers/support"`` |
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694 Start In |
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695 ``C:\cygwin\opt\roundup\bin`` |
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696 Schedule |
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697 At System Startup |
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698 |
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699 To have the Roundup mail gateway run periodically to poll a POP email address, |
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700 set the following up in Scheduled Tasks: |
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701 |
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702 Run |
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703 ``c:\cygwin\bin\bash.exe -c "roundup-mailgw /opt/roundup/trackers/support pop roundup:roundup@mail-server"`` |
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704 Start In |
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705 ``C:\cygwin\opt\roundup\bin`` |
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706 Schedule |
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707 Every 10 minutes from 5:00AM for 24 hours every day |
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708 Stop the task if it runs for 8 minutes |
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709 |
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710 |
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711 Sendmail smrsh |
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712 -------------- |
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713 |
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714 If you use Sendmail's ``smrsh`` mechanism, you will need to tell |
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715 smrsh that roundup-mailgw is a valid/trusted mail handler |
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716 before it will work. |
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717 |
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718 This is usually done via the following 2 steps: |
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719 |
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720 1. make a symlink in ``/etc/smrsh`` called ``roundup-mailgw`` |
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721 which points to the full path of your actual ``roundup-mailgw`` |
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722 script. |
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723 |
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724 2. change your alias to ``"|roundup-mailgw <tracker_home>"`` |
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725 |
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726 |
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727 Linux |
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728 ----- |
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729 |
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730 Make sure you read the instructions under `UNIX environment steps`_. |
|
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731 |
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parents:
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changeset
|
732 Python 2.1.1 as shipped with SuSE7.3 might be missing module |
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e429649ed124
More documentation cleanups.
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733 ``_weakref``. |
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e429649ed124
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734 |
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1574
67af854f4c33
more installation hintage
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735 |
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67af854f4c33
more installation hintage
Richard Jones <richard@users.sourceforge.net>
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736 Solaris |
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67af854f4c33
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737 ------- |
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67af854f4c33
more installation hintage
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738 |
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67af854f4c33
more installation hintage
Richard Jones <richard@users.sourceforge.net>
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739 You'll need to build Python. |
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67af854f4c33
more installation hintage
Richard Jones <richard@users.sourceforge.net>
parents:
1571
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changeset
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740 |
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1939
1303c208419d
some updates that were sitting on disk
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741 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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742 |
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1574
67af854f4c33
more installation hintage
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1571
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743 |
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659
e429649ed124
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parents:
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744 ------------------------------------------------------------------------------- |
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e429649ed124
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745 |
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686
c52122f38c9b
Documentation cleanup, added info for potential (and current) developers
Richard Jones <richard@users.sourceforge.net>
parents:
659
diff
changeset
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746 Back to `Table of Contents`_ |
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Documentation cleanup, added info for potential (and current) developers
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parents:
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747 |
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1287
5402a6f2a754
Added quotes around python interpreter in windows bat [SF#623963]
Richard Jones <richard@users.sourceforge.net>
parents:
1282
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748 Next: `User Guide`_ |
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659
e429649ed124
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749 |
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e429649ed124
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parents:
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750 .. _`table of contents`: index.html |
|
1287
5402a6f2a754
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parents:
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751 .. _`user guide`: user_guide.html |
|
659
e429649ed124
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parents:
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changeset
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752 .. _`roundup specification`: spec.html |
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1245
d8c98af869ff
merge from maint-0-5
Richard Jones <richard@users.sourceforge.net>
parents:
1244
diff
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753 .. _`tracker configuration`: customizing.html#tracker-configuration |
|
d8c98af869ff
merge from maint-0-5
Richard Jones <richard@users.sourceforge.net>
parents:
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754 .. _`customisation documentation`: customizing.html |
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2161
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*** empty log message ***
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755 .. _`Adding a new field to the classic schema`: |
|
98656054ccfa
*** empty log message ***
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756 customizing.html#adding-a-new-field-to-the-classic-schema |
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98656054ccfa
*** empty log message ***
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parents:
2069
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changeset
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757 .. _`Tracking different types of issues`: |
|
98656054ccfa
*** empty log message ***
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parents:
2069
diff
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|
758 customizing.html#tracking-different-types-of-issues |
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659
e429649ed124
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Richard Jones <richard@users.sourceforge.net>
parents:
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changeset
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759 .. _`customising roundup`: customizing.html |
|
882
b99948d32a2d
clearing up ambiguous ref name
Richard Jones <richard@users.sourceforge.net>
parents:
798
diff
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760 .. _`upgrading document`: upgrading.html |
|
2003
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
1965
diff
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761 .. _`administration guide`: admin_guide.html |
|
2554
52944e87909c
added mod_python setup example
Alexander Smishlajev <a1s@users.sourceforge.net>
parents:
2449
diff
changeset
|
762 |
|
52944e87909c
added mod_python setup example
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parents:
2449
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|
763 |
|
52944e87909c
added mod_python setup example
Alexander Smishlajev <a1s@users.sourceforge.net>
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|
764 .. _External hyperlink targets: |
|
52944e87909c
added mod_python setup example
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parents:
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765 |
|
52944e87909c
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parents:
2449
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|
766 .. _apache: http://httpd.apache.org/ |
|
52944e87909c
added mod_python setup example
Alexander Smishlajev <a1s@users.sourceforge.net>
parents:
2449
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|
767 .. _metakit: http://www.equi4.com/metakit/ |
|
52944e87909c
added mod_python setup example
Alexander Smishlajev <a1s@users.sourceforge.net>
parents:
2449
diff
changeset
|
768 .. _mod_python: http://www.modpython.org/ |
|
52944e87909c
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parents:
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diff
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|
769 .. _MySQLdb: http://sourceforge.net/projects/mysql-python |
|
52944e87909c
added mod_python setup example
Alexander Smishlajev <a1s@users.sourceforge.net>
parents:
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|
770 .. _Psycopg: http://initd.org/software/initd/psycopg |
| 2258 | 771 .. _pybsddb: http://pybsddb.sourceforge.net/ |
|
2238
df0444e39bc3
more useful pysqlite link
Richard Jones <richard@users.sourceforge.net>
parents:
2216
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|
772 .. _pysqlite: http://pysqlite.sourceforge.net/ |
