Mercurial > p > roundup > code
annotate doc/installation.txt @ 1941:bcc65c5b86e6
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| author | Richard Jones <richard@users.sourceforge.net> |
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| date | Thu, 04 Dec 2003 23:06:53 +0000 |
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1 ================== |
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2 Installing Roundup |
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3 ================== |
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4 |
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5 :Version: $Revision: 1.66 $ |
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6 |
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7 .. contents:: |
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8 |
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9 |
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10 Overview |
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11 ======== |
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12 |
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13 Broken out separately, there are several conceptual pieces to a |
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14 Roundup installation: |
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15 |
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16 Roundup trackers |
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17 Trackers consist of issues (be they bug reports or otherwise), tracker |
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18 configuration file(s), web HTML files etc. Roundup trackers are initialised |
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19 with a "Template" which defines the fields usable/assignable on a |
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20 per-issue basis. Descriptions of the provided templates are given in |
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21 `choosing your template`_. |
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22 |
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23 Roundup support code |
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24 Installed into your Python install's lib directory |
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25 |
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26 Roundup scripts |
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27 These include the email gateway, the roundup |
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28 HTTP server, the roundup administration command-line interface, etc. |
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29 |
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30 |
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31 Prerequisites |
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32 ============= |
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33 |
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34 Python 2.1.3 or newer with a functioning anydbm or bsddb module. Download the |
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35 latest version from http://www.python.org/. It is highly recommended that |
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36 users install the latest patch version of python - 2.1.3, 2.2.3 or 2.3.2 - |
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37 as these contain many fixes to serious bugs. |
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38 |
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39 If you want to use Berkeley DB bsddb3 with Roundup, use version 3.3.0 or |
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40 later. Download the latest version from http://pybsddb.sourceforge.net/. |
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41 |
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42 If you're on windows, you will either need to be using the ActiveState python |
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43 distribution (at http://www.activestate.com/Products/ActivePython/), or you'll |
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44 have to install the win32all package separately (get it from |
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45 http://starship.python.net/crew/mhammond/win32/). |
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46 |
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47 |
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48 Getting Roundup |
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49 =============== |
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50 |
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51 Download the latest version from http://roundup.sf.net/. |
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52 |
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53 Testing your Python |
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54 ------------------- |
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55 |
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56 Once you've unpacked roundup's source, run ``python run_tests.py`` in the |
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57 source directory and make sure there are no errors. If there are errors, |
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58 please let us know! |
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59 |
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60 If the above fails, you may be using the wrong version of python. Try |
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61 ``python2 run_tests.py``. If that works, you will need to substitute |
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62 ``python2`` for ``python`` in all further commands you use in relation to |
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63 Roundup -- from installation and scripts. |
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64 |
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65 |
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66 For The Really Impatient |
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67 ======================== |
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68 |
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69 If you just want to give Roundup a whirl Right Now, then simply run |
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70 ``python demo.py``. This will set up a simple demo tracker on your |
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71 machine. When it's done, it'll print out a URL to point your web browser |
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72 at so you may start playing. Three users will be set up: |
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73 |
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74 1. anonymous - the "default" user with permission to do very little |
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75 2. demo (password "demo") - a normal user who may create issues |
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76 3. admin (password "admin") - an administrative user who has complete |
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77 access to the tracker |
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78 |
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79 |
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80 Installation |
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81 ============ |
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82 |
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83 :Note: Some systems, such as Debian and NetBSD, already have Roundup |
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84 installed. Try running the command "roundup-admin" with no arguments, |
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85 and if it runs you may skip the `Basic Installation Steps`_ |
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86 below and go straight to `configuring your first tracker`_. |
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87 |
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88 Set aside 15-30 minutes. Please make sure you're using a supported version of |
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89 Python -- see `testing your python`_. There's several steps to follow in your |
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92 1. `basic installation steps`_ if Roundup is not installed on your system |
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93 2. `configuring your first tracker`_ that all installers must follow |
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94 3. then optionally `configure a web interface`_ |
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95 4. and optionally `configure an email interface`_ |
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96 5. `UNIX environment steps`_ to take if you're installing on a shared |
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97 UNIX machine and want to restrict local access to roundup |
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98 6. `additional language codecs`_ |
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| 101 Basic Installation Steps | |
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102 ------------------------ |
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103 |
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104 To install the Roundup support code into your Python tree and |
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105 Roundup scripts into /usr/local/bin (substitute that path for whatever is |
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106 appropriate on your system). You need to have write permissions |
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107 for these locations, eg. being root on unix:: |
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108 |
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109 python setup.py install |
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110 |
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111 If you would like to place the Roundup scripts in a directory other |
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112 than ``/usr/local/bin``, then specify the preferred location with |
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113 ``--install-script``. For example, to install them in |
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114 ``/opt/roundup/bin``:: |
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115 |
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116 python setup.py install --install-scripts=/opt/roundup/bin |
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117 |
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118 You can also use the ``--prefix`` option to use a completely different |
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119 base directory, if you do not want to use administrator rights. If you |
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120 choose to do this, take note of the message at the end of installation |
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121 and modify the python path accordingly. |
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122 |
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123 |
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124 Configuring your first tracker |
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125 ------------------------------ |
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126 |
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127 1. To create a Roundup tracker (necessary to do before you can |
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128 use the software in any real fashion), you need to set up a "tracker |
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129 home": |
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130 |
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131 a. (Optional) If you intend to keep your roundup trackers |
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132 under one top level directory which does not exist yet, |
| 1228 | 133 you should create that directory now. Example:: |
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134 |
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135 mkdir /opt/roundup/trackers |
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136 |
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137 b. Either add the Roundup script location to your ``PATH`` |
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138 environment variable or specify the full path to |
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139 the command in the next step. |
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140 |
| 1228 | 141 c. Install a new tracker with the command ``roundup-admin install``. |
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142 You will be asked a series of questions. Descriptions of the provided |
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143 templates can be found in `choosing your template`_ below. Descriptions |
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144 of the available backends can be found in `choosing your backend`_ |
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145 below. The questions will be something like (you may have more |
| 1228 | 146 templates or backends available):: |
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147 |
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148 Enter tracker home: /opt/roundup/trackers/support |
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149 Templates: classic |
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150 Select template [classic]: classic |
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151 Back ends: anydbm, bsddb |
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152 Select backend [anydbm]: anydbm |
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153 |
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154 The "support" part of the tracker name can be anything you want - it |
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155 is going to be used as the directory that the tracker information |
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156 will be stored in. |
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157 |
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158 You will now be directed to edit the tracker configuration and |
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159 initial schema. At a minimum, you must set ``MAILHOST``, |
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160 ``TRACKER_WEB``, ``MAIL_DOMAIN`` and ``ADMIN_EMAIL``. Note that the |
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161 configuration file uses Python syntax, so almost every value must be |
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162 ``'quoted'`` using single or double quotes. If you get stuck, and get |
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163 configuration file errors, then see the `tracker configuration`_ section |
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164 of the `customisation documentation`_. |
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165 |
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166 If you just want to get set up to test things quickly (and follow |
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167 the instructions in step 3 below), you can even just set the |
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168 TRACKER_WEB variable to:: |
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169 |
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170 TRACKER_WEB = 'http://localhost:8080/support/' |
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171 |
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172 The URL *must* end in a '/', or your web interface *will not work*. |
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173 See `Customising Roundup`_ for details on configuration and schema |
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174 changes. Note that you may change any of the configuration after |
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175 you've initialised the tracker - it's just better to have valid values |
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176 for this stuff now. |
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177 |
| 1228 | 178 d. Initialise the tracker database with ``roundup-admin initialise``. |
| 179 You will need to supply an admin password at this step. You will be | |
| 180 prompted:: | |
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181 |
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182 Admin Password: |
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183 Confirm: |
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184 |
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185 Once this is done, the tracker has been created. |
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186 |
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187 2. At this point, your tracker is set up, but doesn't have a nice user |
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188 interface. To set that up, we need to `configure a web interface`_ and |
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189 optionally `configure an email interface`_. If you want to try your |
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190 new tracker out, assuming ``TRACKER_WEB`` is set to |
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191 ``'http://localhost:8080/support/'``, run:: |
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192 |
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193 roundup-server support=/opt/roundup/trackers/support |
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194 |
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195 then direct your web browser at: |
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196 |
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197 http://localhost:8080/support/ |
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198 |
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199 and you should see the tracker interface. |
| 1049 | 200 |
| 201 | |
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202 Choosing Your Template |
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203 ---------------------- |
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204 |
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205 Classic Template |
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206 ~~~~~~~~~~~~~~~~ |
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207 |
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208 The classic template is the one defined in the `Roundup Specification`_. It |
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209 holds issues which have priorities and statuses. Each issue may also have a |
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210 set of messages which are disseminated to the issue's list of nosy users. |
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211 |
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212 Minimal Template |
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213 ~~~~~~~~~~~~~~~~ |
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214 |
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215 The minimal template has the minimum setup required for a tracker |
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216 installation. That is, it has the configuration files, defines a user database |
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217 and the basic HTML interface to that. It's a completely clean slate for you to |
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218 create your tracker on. |
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219 |
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220 |
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221 Choosing Your Backend |
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222 --------------------- |
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223 |
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224 The actual storage of Roundup tracker information is handled by backends. |
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225 There's several to choose from, each with benefits and limitations: |
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226 |
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227 **anydbm** |
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228 This backend is guaranteed to work on any system that Python runs on. It |
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229 will generally choose the best dbm backend that is available on your system |
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230 (from the list dbhash, gdbm, dbm, dumbdbm). It is the least scaleable of all |
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231 backends, but performs well enough for a smallish tracker (a couple of |
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232 thousand issues, under fifty users, ...). |
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233 **bsddb** |
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234 This effectively the same as anydbm, but uses the bsddb backend. This allows |
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235 it to gain some performance and scaling benefits. |
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236 **bsddb3** |
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237 Again, this effectively the same as anydbm, but uses the bsddb3 backend. |
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238 This allows it to gain some performance and scaling benefits. |
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239 **sqlite** |
| 1228 | 240 This uses the SQLite_ embedded RDBMS to provide a fast, scaleable backend. |
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241 There are no limitations, and it's much faster and more scaleable than the |
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242 dbm backends. |
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243 **mysql** |
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244 Backend for popular RDBMS MySQL. According to benchmarks, this backend works |
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245 much faster than any of \*dbm ones, but slightly slower than metakit and |
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246 sqlite. You must read doc/mysql.txt for additional installation steps and |
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247 requirements. |
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248 **postgresql** |
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249 Backend for popular RDBMS PostgreSQL. According to benchmarks, this |
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250 backend works much faster than any of \*dbm ones and mysql, but slightly |
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251 slower than metakit and sqlite. You must read doc/postgresql.txt for |
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252 additional installation steps and requirements. |
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253 **metakit** |
| 1228 | 254 This backend is implemented over the metakit_ storage system, using Mk4Py as |
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255 the interface. It scales much better than the dbm backends. |
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256 |
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257 You should be wary of using all but the mysql backend with high-volume trackers |
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258 (requests every second or two) as database locking is done on the whole |
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259 database. |
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260 |
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261 You may set your tracker up with the anydbm backend (which is guaranteed to be |
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262 available) and switch to one of the other backends at any time using the |
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263 instructions in the `maintenance documentation`_. |
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264 |
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265 |
| 1228 | 266 Configure a Web Interface |
| 267 ------------------------- | |
| 268 | |
| 269 There are three web interfaces to choose from: | |
| 270 | |
| 271 1. `web server cgi-bin`_ | |
| 272 2. `stand-alone web server`_ | |
| 273 3. `Zope product - ZRoundup`_ | |
| 274 | |
| 275 You may need to give the web server user permission to access the tracker home | |
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276 - see the `UNIX environment steps`_ for information. You may also need to |
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277 configure your system in some way - see `platform-specific notes`_. |
| 1228 | 278 |
| 279 | |
| 280 Web Server cgi-bin | |
| 281 ~~~~~~~~~~~~~~~~~~ | |
| 282 | |
| 283 A benefit of using the cgi-bin approach is that it's the easiest way to | |
| 284 restrict access to your tracker to only use HTTPS. Access will be slower | |
| 285 than through the `stand-alone web server`_ though. | |
| 286 | |
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287 Note that if your Python isn't install as "python" then you'll need to edit |
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288 the ``roundup.cgi`` script to fix the first line. |
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289 |
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290 If you're using IIS on a Windows platform, you'll need to run this command |
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291 for the cgi to work (it turns on the PATH_INFO cgi variable):: |
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292 |
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293 adsutil.vbs set w3svc/AllowPathInfoForScriptMappings TRUE |
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294 |
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295 The ``adsutil.vbs`` file can be found in either ``c:\inetpub\adminscripts`` |
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296 or ``c:\winnt\system32\inetsrv\adminsamples\`` or |
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297 ``c:\winnt\system32\inetsrv\adminscripts\`` depending on your installation. |
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298 |
| 1228 | 299 Copy the ``cgi-bin/roundup.cgi`` file to your web server's ``cgi-bin`` |
| 300 directory. You will need to configure it to tell it where your tracker home | |
| 301 is. You can do this either: | |
| 302 | |
| 303 through an environment variable | |
| 304 set the variable TRACKER_HOMES to be a colon (":") separated list of | |
| 305 name=home pairs (if you're using apache, the SetEnv directive can do this) | |
| 306 directly in the ``roundup.cgi`` file itself | |
| 307 add your instance to the TRACKER_HOMES variable as ``'name': 'home'`` | |
| 308 | |
| 309 The "name" part of the configuration will appear in the URL and identifies the | |
| 310 tracker (so you may have more than one tracker per cgi-bin script). Make sure | |
| 311 there are no spaces or other illegal characters in it (to be safe, stick to | |
| 312 letters and numbers). The "name" forms part of the URL that appears in the | |
| 313 tracker config TRACKER_WEB variable, so make sure they match. The "home" | |
| 314 part of the configuration is the tracker home directory. | |
| 315 | |
| 316 Stand-alone Web Server | |
| 317 ~~~~~~~~~~~~~~~~~~~~~~ | |
| 318 | |
| 319 This approach will give you the fastest of the three web interfaces. You may | |
| 320 investigate using ProxyPass or similar configuration in apache to have your | |
| 321 tracker accessed through the same URL as other systems. | |
| 322 | |
| 323 The stand-alone web server is started with the command ``roundup-server``. It | |
| 324 has several options - display them with ``roundup-server -h``. | |
| 325 | |
| 326 The tracker home configuration is similar to the cgi-bin - you may either edit | |
| 327 the script to change the TRACKER_HOMES variable or you may supply the | |
| 328 name=home values on the command-line after all the other options. | |
| 329 | |
| 330 To make the server run in the background, use the "-d" option, specifying the | |
| 331 name of a file to write the server process id (pid) to. | |
| 332 | |
| 333 | |
| 334 Zope Product - ZRoundup | |
| 335 ~~~~~~~~~~~~~~~~~~~~~~~ | |
| 336 | |
| 337 ZRoundup installs as a regular Zope product. Copy the ZRoundup directory to | |
| 338 your Products directory either in INSTANCE_HOME/Products or the Zope | |
| 339 code tree lib/python/Products. | |
| 340 | |
| 341 When you next (re)start up Zope, you will be able to add a ZRoundup object | |
| 342 that interfaces to your new tracker. | |
| 343 | |
| 344 | |
| 345 Configure an Email Interface | |
| 346 ---------------------------- | |
| 347 | |
| 348 If you don't want to use the email component of Roundup, then remove the | |
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349 "``nosyreaction.py``" module from your tracker "``detectors``" directory. |
| 1228 | 350 |
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351 See `platform-specific notes`_ for steps that may be needed on your system. |
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352 |
| 1228 | 353 There are three supported ways to get emailed issues into the |
| 354 Roundup tracker. You should pick ONE of the following, all | |
| 355 of which will continue my example setup from above: | |
| 356 | |
| 357 As a mail alias pipe process | |
| 358 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | |
| 359 | |
| 360 Set up a mail alias called "issue_tracker" as (include the quote marks): | |
| 361 "``|/usr/bin/python /usr/local/bin/roundup-mailgw <tracker_home>``" | |
| 362 | |
| 363 In some installations (e.g. RedHat 6.2 I think) you'll need to set up smrsh so | |
| 364 sendmail will accept the pipe command. In that case, symlink | |
| 365 ``/etc/smrsh/roundup-mailgw`` to "``/usr/local/bin/roundup-mailgw``" and change | |
| 366 the command to:: | |
| 367 | |
| 368 |roundup-mailgw /opt/roundup/trackers/support | |
| 369 | |
| 370 To test the mail gateway on unix systems, try:: | |
| 371 | |
| 372 echo test |mail -s '[issue] test' support@YOUR_DOMAIN_HERE | |
| 373 | |
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374 As a regular job using a mailbox source |
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375 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
| 1228 | 376 |
| 377 Set ``roundup-mailgw`` up to run every 10 minutes or so. For example:: | |
| 378 | |
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379 0,10,20,30,40,50 * * * * /usr/local/bin/roundup-mailgw /opt/roundup/trackers/support mailbox <mail_spool_file> |
| 1228 | 380 |
| 381 Where the ``mail_spool_file`` argument is the location of the roundup submission | |
| 382 user's mail spool. On most systems, the spool for a user "issue_tracker" | |
| 383 will be "``/var/mail/issue_tracker``". | |
| 384 | |
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385 As a regular job using a POP source |
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386 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
| 1228 | 387 |
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388 To retrieve from a POP mailbox, use a *cron* entry similar to the mailbox one:: |
| 1228 | 389 |
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390 0,10,20,30,40,50 * * * * /usr/local/bin/roundup-mailgw /opt/roundup/trackers/support pop <pop_spec> |
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391 |
| 1228 | 392 where pop_spec is "``username:password@server``" that specifies the roundup |
| 393 submission user's POP account name, password and server. | |
| 394 | |
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395 On windows, you would set up the command using the windows scheduler. |
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396 |
| 1228 | 397 |
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398 UNIX Environment Steps |
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399 ---------------------- |
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400 |
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401 Each tracker ideally should have its own UNIX group, so create |
| 1049 | 402 a UNIX group (edit ``/etc/group`` or your appropriate NIS map if |
| 403 you're using NIS). To continue with my examples so far, I would | |
| 404 create the UNIX group 'support', although the name of the UNIX | |
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405 group does not have to be the same as the tracker name. To this |
| 1049 | 406 'support' group I then add all of the UNIX usernames who will be |
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407 working with this Roundup tracker. In addition to 'real' users, |
| 1049 | 408 the Roundup email gateway will need to have permissions to this |
| 409 area as well, so add the user your mail service runs as to the | |
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410 group (typically "mail" or "daemon"). The UNIX group might then |
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411 look like:: |
| 1049 | 412 |
| 413 support:*:1002:jblaine,samh,geezer,mail | |
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414 |
| 1049 | 415 If you intend to use the web interface (as most people do), you |
| 416 should also add the username your web server runs as to the group. | |
| 417 My group now looks like this:: | |
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418 |
| 1049 | 419 support:*:1002:jblaine,samh,geezer,mail,apache |
| 420 | |
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421 The tracker "db" directory should be chmod'ed g+sw so that the group can |
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422 write to the database, and any new files created in the database will be owned |
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423 by the group. |
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424 |
| 1049 | 425 An alternative to the above is to create a new user who has the sole |
| 426 responsibility of running roundup. This user: | |
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427 |
| 1049 | 428 1. runs the CGI interface daemon |
| 429 2. runs regular polls for email | |
| 430 3. runs regular checks (using cron) to ensure the daemon is up | |
| 431 4. optionally has no login password so that nobody but the "root" user | |
| 432 may actually login and play with the roundup setup. | |
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433 |
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434 |
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435 Additional Language Codecs |
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436 -------------------------- |
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437 |
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438 If you intend to send messages to Roundup that use Chinese, Japanese or |
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439 Korean encodings the you'll need to obtain CJKCodecs from |
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440 http://cjkpython.berlios.de/ |
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441 |
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442 |
| 1228 | 443 Maintenance |
| 444 =========== | |
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445 |
| 1228 | 446 Read the separate `maintenance documentation`_ for information about how to |
| 447 perform common maintenance tasks with Roundup. | |
| 1049 | 448 |
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449 |
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450 Upgrading |
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451 ========= |
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452 |
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453 Read the separate `upgrading document`_, which describes the steps needed to |
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454 upgrade existing tracker trackers for each version of Roundup that is |
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455 released. |
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456 |
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457 |
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458 Further Reading |
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459 =============== |
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460 |
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461 If you intend to use Roundup with anything other than the defualt |
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462 templates, if you would like to hack on Roundup, or if you would |
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463 like implementation details, you should read `Customising Roundup`_. |
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464 |
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465 |
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466 Running Multiple Trackers |
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467 ========================= |
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468 |
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469 Things to think about before you jump off the deep end and install |
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470 multiple trackers, which involve additional URLs, user databases, email |
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471 addresses, databases to back up, etc. |
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472 |
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473 1. Do you want a tracker per product you sell/support? You can just add |
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474 a new property to your issues called Product, and filter by that. |
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475 2. Do you want to track internal software development issues and customer |
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476 support issues separately? You can just set up an additiona "issue" |
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477 class called "cust_issues" in the same tracker, mimicing the normal |
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478 "issue" class, but with different properties. |
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479 |
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480 |
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481 Platform-Specific Notes |
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482 ======================= |
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483 |
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484 Windows command-line tools |
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485 -------------------------- |
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486 |
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487 To make the command-line tools accessible in Windows, you need to update |
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488 the "Path" environment variable in the Registry via a dialog box. |
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489 |
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490 On Windows 2000 and later: |
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491 |
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492 1) Press the "Start" button. |
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493 2) Choose "Settings" |
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494 3) Choose "Control Panel" |
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495 4) Choose "System" |
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496 5) Choose "Advanced" |
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497 6) Choose "Environmental Variables" |
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498 7) Add: "<dir>\Scripts" to the "Path" environmental variable. |
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499 |
| 1747 | 500 Where <dir> in 7) is the root directory (e.g., ``C:\Python22\Scripts``) |
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501 of your Python installation. |
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502 |
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503 I understand that in XP, 2) above is not needed as "Control |
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504 Panel" is directly accessible from "Start". |
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505 |
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506 I do not believe this is possible to do in previous versions of Windows. |
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507 |
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508 |
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509 Windows Server |
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510 -------------- |
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511 |
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512 To have the Roundup web server start up when your machine boots up, set the |
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513 following up in Scheduled Tasks (note, the following is for a cygwin setup): |
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514 |
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515 Run |
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516 ``c:\cygwin\bin\bash.exe -c "roundup-server TheProject=/opt/roundup/trackers/support"`` |
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517 Start In |
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518 ``C:\cygwin\opt\roundup\bin`` |
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519 Schedule |
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520 At System Startup |
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521 |
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522 To have the Roundup mail gateway run periodically to poll a POP email address, |
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523 set the following up in Scheduled Tasks: |
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524 |
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525 Run |
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526 ``c:\cygwin\bin\bash.exe -c "roundup-mailgw /opt/roundup/trackers/support pop roundup:roundup@mail-server"`` |
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527 Start In |
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528 ``C:\cygwin\opt\roundup\bin`` |
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529 Schedule |
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530 Every 10 minutes from 5:00AM for 24 hours every day |
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531 Stop the task if it runs for 8 minutes |
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532 |
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533 |
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534 Sendmail smrsh |
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535 -------------- |
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536 |
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537 If you use Sendmail's ``smrsh`` mechanism, you will need to tell |
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538 smrsh that roundup-mailgw is a valid/trusted mail handler |
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539 before it will work. |
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540 |
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541 This is usually done via the following 2 steps: |
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542 |
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543 1. make a symlink in ``/etc/smrsh`` called ``roundup-mailgw`` |
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544 which points to the full path of your actual ``roundup-mailgw`` |
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545 script. |
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546 |
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547 2. change your alias to ``"|roundup-mailgw <tracker_home>"`` |
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548 |
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549 |
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550 Linux |
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551 ----- |
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552 |
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553 Make sure you read the instructions under `UNIX environment steps`_. |
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554 |
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555 Python 2.1.1 as shipped with SuSE7.3 might be missing module |
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556 ``_weakref``. |
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557 |
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558 |
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559 Solaris |
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560 ------- |
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561 |
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562 You'll need to build Python. |
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563 |
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564 Make sure you read the instructions under `UNIX environment steps`_. |
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565 |
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566 |
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567 ------------------------------------------------------------------------------- |
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568 |
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569 Back to `Table of Contents`_ |
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570 |
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571 Next: `User Guide`_ |
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572 |
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573 .. _`table of contents`: index.html |
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574 .. _`user guide`: user_guide.html |
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575 .. _`roundup specification`: spec.html |
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576 .. _`tracker configuration`: customizing.html#tracker-configuration |
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577 .. _`customisation documentation`: customizing.html |
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578 .. _`customising roundup`: customizing.html |
|
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579 .. _`upgrading document`: upgrading.html |
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580 .. _`maintenance documentation`: maintenance.html |
| 1228 | 581 .. _sqlite: http://www.hwaci.com/sw/sqlite/ |
| 582 .. _metakit: http://www.equi4.com/metakit/ | |
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583 |