Mercurial > p > roundup > code
annotate doc/installation.txt @ 5096:e74c3611b138
- issue2550636, issue2550909: Added support for Whoosh indexer.
Also adds new config.ini setting called indexer to select
indexer. See ``doc/upgrading.txt`` for details. Initial patch
done by David Wolever. Patch modified (see ticket or below for
changes), docs updated and committed.
I have an outstanding issue with test/test_indexer.py. I have to
comment out all imports and tests for indexers I don't have (i.e.
mysql, postgres) otherwise no tests run.
With that change made, dbm, sqlite (rdbms), xapian and whoosh indexes
are all passing the indexer tests.
Changes summary:
1) support native back ends dbm and rdbms. (original patch only fell
through to dbm)
2) Developed whoosh stopfilter to not index stopwords or words outside
the the maxlength and minlength limits defined in index_common.py.
Required to pass the extremewords test_indexer test. Also I
removed a call to .lower on the input text as the tokenizer I chose
automatically does the lowercase.
3) Added support for max/min length to find. This was needed to pass
extremewords test.
4) Added back a call to save_index in add_text. This allowed all but
two tests to pass.
5) Fixed a call to:
results = searcher.search(query.Term("identifier", identifier))
which had an extra parameter that is an error under current whoosh.
6) Set limit=None in search call for find() otherwise it only return
10 items. This allowed it to pass manyresults test
Also due to changes in the roundup code removed the call in
indexer_whoosh to
from roundup.anypy.sets_ import set
since we use the python builtin set.
| author | John Rouillard <rouilj@ieee.org> |
|---|---|
| date | Sat, 25 Jun 2016 20:10:03 -0400 |
| parents | 1c992cb4301a |
| children | 67fad01d2009 |
| rev | line source |
|---|---|
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1 ================== |
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2 Installing Roundup |
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3 ================== |
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4 |
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5 .. contents:: |
| 2409 | 6 :depth: 2 |
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7 :local: |
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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 Roundup requires Python 2.5 or newer (but not Python 3) with a functioning |
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35 anydbm module. Download the latest version from http://www.python.org/. |
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36 It is highly recommended that users install the latest patch version |
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37 of python as these contain many fixes to serious bugs. |
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38 |
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39 Some variants of Linux will need an additional "python dev" package |
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40 installed for Roundup installation to work. Debian and derivatives, are |
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41 known to require this. |
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42 |
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43 |
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44 Optional Components |
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45 =================== |
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46 |
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47 You may optionally install and use: |
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48 |
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49 Timezone Definitions |
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50 Full timezone support requires pytz_ module (version 2005i or later) |
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51 which brings the `Olson tz database`_ into Python. If pytz_ is not |
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52 installed, timezones may be specified as numeric hour offsets only. |
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53 |
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54 An RDBMS |
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55 Sqlite, MySQL and Postgresql are all supported by Roundup and will be |
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56 used if available. One of these is recommended if you are anticipating a |
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57 large user base (see `choosing your backend`_ below). |
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58 |
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59 Xapian full-text indexer |
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60 The Xapian_ full-text indexer is also supported and will be used by |
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61 default if it is available. This is strongly recommended if you are |
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62 anticipating a large number of issues (> 5000). |
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63 |
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64 You may install Xapian at any time, even after a tracker has been |
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65 installed and used. You will need to run the "roundup-admin reindex" |
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66 command if the tracker has existing data. |
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67 |
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68 Roundup requires Xapian 1.0.0 or newer. |
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69 |
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70 Whoosh full-text indexer |
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71 The Whoosh_ full-text indexer is also supported and will be used by |
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72 default if it is available (and Xapian is not installed). This is |
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73 recommended if you are anticipating a large number of issues (> 5000). |
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74 |
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75 You may install Whoosh at any time, even after a tracker has been |
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76 installed and used. You will need to run the "roundup-admin reindex" |
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77 command if the tracker has existing data. |
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78 |
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79 Roundup was tested with Whoosh 2.5.7, but earlier versions in the |
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80 2.0 series may work. Whoosh is a pure python indexer so it is slower |
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81 than Xapian, but should be useful for moderately sized trackers. |
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82 It uses the StandardAnalyzer which is suited for Western languages. |
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83 |
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84 pyopenssl |
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85 If pyopenssl_ is installed the roundup-server can be configured |
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86 to serve trackers over SSL. If you are going to serve roundup via |
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87 proxy through a server with SSL support (e.g. apache) then this is |
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88 unnecessary. |
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89 |
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90 pyme |
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91 If pyme_ is installed you can configure the mail gateway to perform |
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92 verification or decryption of incoming OpenPGP MIME messages. When |
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93 configured, you can require email to be cryptographically signed |
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94 before roundup will allow it to make modifications to issues. |
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95 |
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96 jinja2 |
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97 To use the jinja2 template (may still be experimental, check out |
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98 its TEMPLATE-INFO.txt file) you need |
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99 to have the jinja2_ template engine installed. |
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100 |
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101 Windows Service |
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102 You can run Roundup as a Windows service if pywin32_ is installed. |
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103 |
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104 .. _Xapian: http://xapian.org/ |
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105 .. _Whoosh: https://bitbucket.org/mchaput/whoosh/wiki/Home |
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106 .. _pytz: http://www.python.org/pypi/pytz |
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107 .. _Olson tz database: http://www.twinsun.com/tz/tz-link.htm |
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108 .. _pyopenssl: http://pyopenssl.sourceforge.net |
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109 .. _pyme: http://pyme.sourceforge.net |
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110 .. _pywin32: http://pypi.python.org/pypi/pywin32 |
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111 .. _jinja2: http://jinja.pocoo.org/ |
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112 |
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113 |
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114 Getting Roundup |
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115 =============== |
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116 |
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117 .. note:: |
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118 Some systems, such as Debian and NetBSD, already have Roundup |
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119 installed. Try running the command "roundup-admin" with no arguments, |
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120 and if it runs you may skip the `Basic Installation Steps`_ |
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121 below and go straight to `configuring your first tracker`_. |
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122 |
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123 Download the latest version from http://www.roundup-tracker.org/. |
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124 |
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125 For The Really Impatient |
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126 ======================== |
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127 |
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128 If you just want to give Roundup a whirl Right Now, then simply unpack |
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129 and run ``demo.py`` (it will be available as ``roundup-demo`` script |
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130 after installation). |
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132 This will set up a simple demo tracker on your machine. [1]_ |
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133 When it's done, it'll print out a URL to point your web browser at |
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134 so you may start playing. Three users will be set up: |
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135 |
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136 1. anonymous - the "default" user with permission to do very little |
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137 2. demo (password "demo") - a normal user who may create issues |
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138 3. admin (password "admin") - an administrative user who has complete |
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139 access to the tracker |
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140 |
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141 .. [1] Demo tracker is set up to be accessed by localhost browser. |
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142 If you run demo on a server host, please stop the demo when |
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143 it has shown startup notice, open file ``demo/config.ini`` with |
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144 your editor, change host name in the ``web`` option in section |
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145 ``[tracker]``, save the file, then re-run the demo program. |
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146 |
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147 Installation |
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148 ============ |
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149 |
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150 Set aside 15-30 minutes. There's several steps to follow in your |
| 1228 | 151 installation: |
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153 1. `basic installation steps`_ if Roundup is not installed on your system |
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154 2. `configuring your first tracker`_ that all installers must follow |
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155 3. then optionally `configure a web interface`_ |
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156 4. and optionally `configure an email interface`_ |
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157 5. `UNIX environment steps`_ to take if you're installing on a shared |
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158 UNIX machine and want to restrict local access to roundup |
| 1049 | 159 |
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160 For information about how Roundup installs, see the `administration |
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161 guide`_. |
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162 |
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| 164 Basic Installation Steps | |
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165 ------------------------ |
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166 |
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167 To install the Roundup support code into your Python tree and |
| 3524 | 168 Roundup scripts into /usr/bin (substitute that path for whatever is |
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169 appropriate on your system). You need to have write permissions |
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170 for these locations, eg. being root on unix:: |
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171 |
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172 python setup.py install |
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173 |
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174 If you would like to place the Roundup scripts in a directory other |
| 3524 | 175 than ``/usr/bin``, then specify the preferred location with |
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176 ``--install-scripts``. For example, to install them in |
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177 ``/opt/roundup/bin``:: |
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178 |
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179 python setup.py install --install-scripts=/opt/roundup/bin |
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180 |
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181 You can also use the ``--prefix`` option to use a completely different |
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182 base directory, if you do not want to use administrator rights. If you |
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183 choose to do this, you may have to change Python's search path (sys.path) |
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184 yourself. |
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185 |
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186 |
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187 Configuring your first tracker |
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188 ------------------------------ |
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189 |
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190 1. To create a Roundup tracker (necessary to do before you can |
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191 use the software in any real fashion), you need to set up a "tracker |
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192 home": |
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193 |
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194 a. (Optional) If you intend to keep your roundup trackers |
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195 under one top level directory which does not exist yet, |
| 1228 | 196 you should create that directory now. Example:: |
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197 |
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198 mkdir /opt/roundup/trackers |
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199 |
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200 b. Either add the Roundup script location to your ``PATH`` |
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201 environment variable or specify the full path to |
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202 the command in the next step. |
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203 |
| 1228 | 204 c. Install a new tracker with the command ``roundup-admin install``. |
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205 You will be asked a series of questions. Descriptions of the provided |
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206 templates can be found in `choosing your template`_ below. Descriptions |
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207 of the available backends can be found in `choosing your backend`_ |
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208 below. The questions will be something like (you may have more |
| 1228 | 209 templates or backends available):: |
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210 |
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211 Enter tracker home: /opt/roundup/trackers/support |
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212 Templates: classic |
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213 Select template [classic]: classic |
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214 Back ends: anydbm, mysql, sqlite |
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215 Select backend [anydbm]: anydbm |
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216 |
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217 Note: "Back ends" selection list depends on availability of |
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218 third-party database modules. Standard python distribution |
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219 includes anydbm module only. |
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220 |
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221 The "support" part of the tracker name can be anything you want - it |
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222 is going to be used as the directory that the tracker information |
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223 will be stored in. |
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224 |
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225 You will now be directed to edit the tracker configuration and |
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226 initial schema. At a minimum, you must set "main :: admin_email" |
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227 (that's the "admin_email" option in the "main" section) "mail :: |
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228 host", "tracker :: web" and "mail :: domain". If you get stuck, |
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229 and get configuration file errors, then see the `tracker |
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230 configuration`_ section of the `customisation documentation`_. |
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231 |
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232 If you just want to get set up to test things quickly (and follow |
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233 the instructions in step 3 below), you can even just set the |
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234 "tracker :: web" variable to:: |
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235 |
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236 web = http://localhost:8080/support/ |
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237 |
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238 The URL *must* end in a '/', or your web interface *will not work*. |
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239 See `Customising Roundup`_ for details on configuration and schema |
| 2409 | 240 changes. You may change any of the configuration after |
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241 you've initialised the tracker - it's just better to have valid values |
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242 for this stuff now. |
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243 |
| 1228 | 244 d. Initialise the tracker database with ``roundup-admin initialise``. |
| 245 You will need to supply an admin password at this step. You will be | |
| 246 prompted:: | |
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247 |
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248 Admin Password: |
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249 Confirm: |
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250 |
| 2401 | 251 Note: running this command will *destroy any existing data in the |
| 4355 | 252 database*. In the case of MySQL and PostgreSQL, any existing database |
| 2401 | 253 will be dropped and re-created. |
| 254 | |
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255 Once this is done, the tracker has been created. See the note in |
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256 the user_guide on how to initialise a tracker without being |
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257 prompted for the password or exposing the password on the command |
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258 line. |
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259 |
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260 2. At this point, your tracker is set up, but doesn't have a nice user |
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261 interface. To set that up, we need to `configure a web interface`_ and |
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262 optionally `configure an email interface`_. If you want to try your |
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263 new tracker out, assuming "tracker :: web" is set to |
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264 ``'http://localhost:8080/support/'``, run:: |
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265 |
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266 roundup-server support=/opt/roundup/trackers/support |
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267 |
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268 then direct your web browser at: |
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269 |
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270 http://localhost:8080/support/ |
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271 |
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272 and you should see the tracker interface. |
| 1049 | 273 |
| 274 | |
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275 Choosing Your Template |
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276 ---------------------- |
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277 |
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278 Classic Template |
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279 ~~~~~~~~~~~~~~~~ |
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280 |
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281 The classic template is the one defined in the `Roundup Specification`_. It |
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282 holds issues which have priorities and statuses. Each issue may also have a |
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283 set of messages which are disseminated to the issue's list of nosy users. |
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284 |
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285 Minimal Template |
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286 ~~~~~~~~~~~~~~~~ |
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287 |
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288 The minimal template has the minimum setup required for a tracker |
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289 installation. That is, it has the configuration files, defines a user database |
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290 and the basic HTML interface to that. It's a completely clean slate for you to |
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291 create your tracker on. |
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292 |
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293 |
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294 Choosing Your Backend |
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295 --------------------- |
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296 |
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297 The actual storage of Roundup tracker information is handled by backends. |
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298 There's several to choose from, each with benefits and limitations: |
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299 |
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300 ========== =========== ===== ============================== |
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301 Name Speed Users Support |
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302 ========== =========== ===== ============================== |
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303 anydbm Slowest Few Always available |
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304 sqlite Fastest(*) Few May need install (PySQLite_) |
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305 postgresql Fast Many Needs install/admin (psycopg_) |
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306 mysql Fast Many Needs install/admin (MySQLdb_) |
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307 ========== =========== ===== ============================== |
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308 |
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309 **sqlite** |
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310 This uses the embedded database engine PySQLite_ to provide a very fast |
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311 backend. This is not suitable for trackers which will have many |
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312 simultaneous users, but requires much less installation and maintenance |
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313 effort than more scalable postgresql and mysql backends. |
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314 |
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315 SQLite is supported via PySQLite versions 1.1.7, 2.1.0 and sqlite3 (the last |
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316 being bundled with Python 2.5+) |
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317 |
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318 Installed SQLite should be the latest version available (3.3.8 is known |
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319 to work, 3.1.3 is known to have problems). |
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320 **postgresql** |
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321 Backend for popular RDBMS PostgreSQL. You must read doc/postgresql.txt for |
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322 additional installation steps and requirements. You must also configure |
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323 the ``rdbms`` section of your tracker's ``config.ini``. It is recommended |
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324 that you use at least version 1.1.21 of psycopg. |
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325 **mysql** |
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326 Backend for popular RDBMS MySQL. You must read doc/mysql.txt for additional |
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327 installation steps and requirements. You must also configure the ``rdbms`` |
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328 section of your tracker's ``config.ini`` |
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329 |
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330 You may defer your decision by setting your tracker up with the anydbm |
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331 backend (which is guaranteed to be available) and switching to one of the |
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332 other backends at any time using the instructions in the `administration |
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333 guide`_. |
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334 |
| 2401 | 335 Regardless of which backend you choose, Roundup will attempt to initialise |
| 336 a new database for you when you run the roundup-admin "initialise" command. | |
| 337 In the case of MySQL and PostgreSQL you will need to have the appropriate | |
| 338 privileges to create databases. | |
| 339 | |
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340 |
| 1228 | 341 Configure a Web Interface |
| 342 ------------------------- | |
| 343 | |
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344 There are five web interfaces to choose from: |
| 1228 | 345 |
| 346 1. `web server cgi-bin`_ | |
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347 2. `cgi-bin for limited-access hosting`_ |
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348 3. `stand-alone web server`_ |
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349 4. `Zope product - ZRoundup`_ |
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350 5. `Apache HTTP Server with mod_python`_ |
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351 6. `WSGI handler`_ |
| 1228 | 352 |
| 353 You may need to give the web server user permission to access the tracker home | |
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354 - see the `UNIX environment steps`_ for information. You may also need to |
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355 configure your system in some way - see `platform-specific notes`_. |
| 1228 | 356 |
| 357 | |
| 358 Web Server cgi-bin | |
| 359 ~~~~~~~~~~~~~~~~~~ | |
| 360 | |
| 361 A benefit of using the cgi-bin approach is that it's the easiest way to | |
| 362 restrict access to your tracker to only use HTTPS. Access will be slower | |
| 363 than through the `stand-alone web server`_ though. | |
| 364 | |
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365 If your Python isn't installed as "python" then you'll need to edit |
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366 the ``roundup.cgi`` script to fix the first line. |
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367 |
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368 If you're using IIS on a Windows platform, you'll need to run this command |
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369 for the cgi to work (it turns on the PATH_INFO cgi variable):: |
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370 |
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371 adsutil.vbs set w3svc/AllowPathInfoForScriptMappings TRUE |
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372 |
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373 The ``adsutil.vbs`` file can be found in either ``c:\inetpub\adminscripts`` |
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374 or ``c:\winnt\system32\inetsrv\adminsamples\`` or |
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375 ``c:\winnt\system32\inetsrv\adminscripts\`` depending on your installation. |
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376 |
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377 More information about ISS setup may be found at: |
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378 |
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379 http://support.microsoft.com/default.aspx?scid=kb%3Ben-us%3B276494 |
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380 |
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381 Copy the ``frontends/roundup.cgi`` file to your web server's ``cgi-bin`` |
| 1228 | 382 directory. You will need to configure it to tell it where your tracker home |
| 383 is. You can do this either: | |
| 384 | |
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385 Through an environment variable |
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386 Set the variable TRACKER_HOMES to be a colon (":") separated list of |
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387 name=home pairs (if you're using apache, the SetEnv directive can do this) |
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388 |
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389 Directly in the ``roundup.cgi`` file itself |
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390 Add your instance to the TRACKER_HOMES variable as ``'name': 'home'`` |
| 1228 | 391 |
| 392 The "name" part of the configuration will appear in the URL and identifies the | |
| 393 tracker (so you may have more than one tracker per cgi-bin script). Make sure | |
| 394 there are no spaces or other illegal characters in it (to be safe, stick to | |
| 395 letters and numbers). The "name" forms part of the URL that appears in the | |
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396 tracker config "tracker :: web" variable, so make sure they match. The "home" |
| 1228 | 397 part of the configuration is the tracker home directory. |
| 398 | |
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399 If you're using Apache, you can use an additional trick to hide the |
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400 ``.cgi`` extension of the cgi script. Place the ``roundup.cgi`` script |
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401 wherever you want it to be, rename it to just ``roundup``, and add a |
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402 couple lines to your Apache configuration:: |
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403 |
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404 <Location /path/to/roundup> |
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405 SetHandler cgi-script |
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406 </Location> |
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407 |
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408 |
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409 CGI-bin for Limited-Access Hosting |
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410 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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411 |
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412 If you are running in a shared-hosting environment or otherwise don't have |
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413 permission to edit the system web server's configuration, but can create a |
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414 ``.htaccess`` file then you may be able to use this approach. |
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415 |
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416 1. Install flup_ |
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417 2. Create a script ``roundup_stub`` in your server's ``cgi-bin`` directory |
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418 containing:: |
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419 |
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420 #!/usr/bin/env python |
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421 |
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422 # if necessary modify the Python path to include the place you |
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423 # installed Roundup |
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424 #import sys |
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425 #sys.path.append('...') |
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426 |
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427 # cgitb is needed for debugging in browser only |
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428 #import cgitb |
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429 #cgitb.enable() |
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430 |
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431 # obtain the WSGI request dispatcher |
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432 from roundup.cgi.wsgi_handler import RequestDispatcher |
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433 tracker_home = '/path/to/tracker/home' |
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434 app = RequestDispatcher(tracker_home) |
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435 |
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436 from flup.server.cgi import WSGIServer |
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437 WSGIServer(app).run() |
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438 |
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439 3. Modify or created the ``.htaccess`` file in the desired (sub-)domain |
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440 directory to contain:: |
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441 |
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442 RewriteEngine On |
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443 RewriteBase / |
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444 RewriteRule ^(.*)$ /cgi-bin/roundup_stub/$1 [L] |
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445 |
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446 Now loading the (sub-)domain in a browser should load the tracker web |
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447 interface. If you get a "500" error then enable the "cgitb" lines in the |
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448 stub to get some debugging information. |
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449 |
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450 |
| 1228 | 451 Stand-alone Web Server |
| 452 ~~~~~~~~~~~~~~~~~~~~~~ | |
| 453 | |
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454 This approach will give you faster response than cgi-bin. You may |
| 1228 | 455 investigate using ProxyPass or similar configuration in apache to have your |
| 456 tracker accessed through the same URL as other systems. | |
| 457 | |
| 458 The stand-alone web server is started with the command ``roundup-server``. It | |
| 459 has several options - display them with ``roundup-server -h``. | |
| 460 | |
| 461 The tracker home configuration is similar to the cgi-bin - you may either edit | |
| 462 the script to change the TRACKER_HOMES variable or you may supply the | |
| 463 name=home values on the command-line after all the other options. | |
| 464 | |
| 465 To make the server run in the background, use the "-d" option, specifying the | |
| 466 name of a file to write the server process id (pid) to. | |
| 467 | |
| 468 | |
| 469 Zope Product - ZRoundup | |
| 470 ~~~~~~~~~~~~~~~~~~~~~~~ | |
| 471 | |
| 472 ZRoundup installs as a regular Zope product. Copy the ZRoundup directory to | |
| 473 your Products directory either in INSTANCE_HOME/Products or the Zope | |
| 474 code tree lib/python/Products. | |
| 475 | |
| 476 When you next (re)start up Zope, you will be able to add a ZRoundup object | |
| 477 that interfaces to your new tracker. | |
| 478 | |
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479 Apache HTTP Server with mod_python |
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480 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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481 |
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482 `Mod_python`_ is an `Apache`_ module that embeds the Python interpreter |
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483 within the server. Running Roundup this way is much faster than all |
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484 above options and, like `web server cgi-bin`_, allows you to use HTTPS |
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485 protocol. The drawback is that this setup is more complicated. |
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486 |
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487 The following instructions were tested on apache 2.0 with mod_python 3.1. |
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488 If you are using older versions, your mileage may vary. |
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489 |
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490 Mod_python uses OS threads. If your apache was built without threads |
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491 (quite commonly), you must load the threading library to run mod_python. |
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492 This is done by setting ``LD_PRELOAD`` to your threading library path |
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493 in apache ``envvars`` file. Example for gentoo linux (``envvars`` file |
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494 is located in ``/usr/lib/apache2/build/``):: |
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495 |
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496 LD_PRELOAD=/lib/libpthread.so.0 |
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497 export LD_PRELOAD |
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498 |
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499 Example for FreeBSD (``envvars`` is in ``/usr/local/sbin/``):: |
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500 |
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501 LD_PRELOAD=/usr/lib/libc_r.so |
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502 export LD_PRELOAD |
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503 |
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504 Next, you have to add Roundup trackers configuration to apache config. |
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505 Roundup apache interface uses the following options specified with |
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506 ``PythonOption`` directives: |
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507 |
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508 TrackerHome: |
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509 defines the tracker home directory - the directory that was specified |
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510 when you did ``roundup-admin init``. This option is required. |
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511 |
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512 TrackerLanguage: |
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513 defines web user interface language. mod_python applications do not |
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514 receive OS environment variables in the same way as command-line |
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515 programs, so the language cannot be selected by setting commonly |
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516 used variables like ``LANG`` or ``LC_ALL``. ``TrackerLanguage`` |
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517 value has the same syntax as values of these environment variables. |
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518 This option may be omitted. |
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519 |
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520 TrackerDebug: |
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521 run the tracker in debug mode. Setting this option to ``yes`` or |
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522 ``true`` has the same effect as running ``roundup-server -t debug``: |
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523 the database schema and used html templates are rebuilt for each |
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524 HTTP request. Values ``no`` or ``false`` mean that all html |
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525 templates for the tracker are compiled and the database schema is |
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526 checked once at startup. This is the default behaviour. |
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527 |
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528 TrackerTiming: |
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529 has nearly the same effect as environment variable ``CGI_SHOW_TIMING`` |
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530 for standalone roundup server. The difference is that setting this |
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531 option to ``no`` or ``false`` disables timings display. Value |
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532 ``comment`` writes request handling times in html comment, and |
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533 any other non-empty value makes timing report visible. By default, |
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534 timing display is disabled. |
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535 |
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536 In the following example we have two trackers set up in |
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537 ``/var/db/roundup/support`` and ``/var/db/roundup/devel`` and accessed |
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538 as ``https://my.host/roundup/support/`` and ``https://my.host/roundup/devel/`` |
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539 respectively (provided Apache has been set up for SSL of course). |
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540 Having them share same parent directory allows us to |
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541 reduce the number of configuration directives. Support tracker has |
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542 russian user interface. The other tracker (devel) has english user |
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543 interface (default). |
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544 |
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545 Static files from ``html`` directory are served by apache itself - this |
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546 is quicker and generally more robust than doing that from python. |
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547 Everything else is aliased to dummy (non-existing) ``py`` file, |
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548 which is handled by mod_python and our roundup module. |
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549 |
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550 Example mod_python configuration:: |
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551 |
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552 ################################################# |
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553 # Roundup Issue tracker |
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554 ################################################# |
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555 # enable Python optimizations (like 'python -O') |
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556 PythonOptimize On |
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557 # let apache handle static files from 'html' directories |
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558 AliasMatch /roundup/(.+)/@@file/(.*) /var/db/roundup/$1/html/$2 |
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559 # everything else is handled by roundup web UI |
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560 AliasMatch /roundup/([^/]+)/(?!@@file/)(.*) /var/db/roundup/$1/dummy.py/$2 |
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561 # roundup requires a slash after tracker name - add it if missing |
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562 RedirectMatch permanent ^/roundup/([^/]+)$ /roundup/$1/ |
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563 # common settings for all roundup trackers |
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564 <Directory /var/db/roundup/*> |
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565 Order allow,deny |
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566 Allow from all |
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567 AllowOverride None |
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568 Options None |
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569 AddHandler python-program .py |
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570 PythonHandler roundup.cgi.apache |
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571 # uncomment the following line to see tracebacks in the browser |
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572 # (note that *some* tracebacks will be displayed anyway) |
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573 #PythonDebug On |
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574 </Directory> |
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575 # roundup tracker homes |
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576 <Directory /var/db/roundup/support> |
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577 PythonOption TrackerHome /var/db/roundup/support |
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578 PythonOption TrackerLanguage ru |
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579 </Directory> |
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580 <Directory /var/db/roundup/devel> |
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581 PythonOption TrackerHome /var/db/roundup/devel |
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582 </Directory> |
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583 |
| 3814 | 584 Notice that the ``/var/db/roundup`` path shown above refers to the directory |
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585 in which the tracker homes are stored. The actual value will thus depend on |
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586 your system. |
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587 |
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588 On Windows the corresponding lines will look similar to these:: |
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589 |
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590 AliasMatch /roundup/(.+)/@@file/(.*) C:/DATA/roundup/$1/html/$2 |
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591 AliasMatch /roundup/([^/]+)/(?!@@file/)(.*) C:/DATA/roundup/$1/dummy.py/$2 |
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592 <Directory C:/DATA/roundup/*> |
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593 <Directory C:/DATA/roundup/support> |
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594 <Directory C:/DATA/roundup/devel> |
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595 |
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596 In this example the directory hosting all of the tracker homes is |
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597 ``C:\DATA\roundup``. (Notice that you must use forward slashes in paths |
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598 inside the httpd.conf file!) |
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599 |
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600 The URL for accessing these trackers then become: |
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601 `http://<roundupserver>/roundup/support/`` and |
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602 ``http://<roundupserver>/roundup/devel/`` |
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603 |
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604 Note that in order to use https connections you must set up Apache for secure |
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605 serving with SSL. |
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606 |
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607 WSGI Handler |
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608 ~~~~~~~~~~~~ |
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609 |
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610 The WSGI handler is quite simple. The following sample code shows how |
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611 to use it:: |
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612 |
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613 from wsgiref.simple_server import make_server |
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614 |
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615 # obtain the WSGI request dispatcher |
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616 from roundup.cgi.wsgi_handler import RequestDispatcher |
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617 tracker_home = 'demo' |
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618 app = RequestDispatcher(tracker_home) |
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619 |
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620 httpd = make_server('', 8917, app) |
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621 httpd.serve_forever() |
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622 |
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623 To test the above you should create a demo tracker with ``python demo.py``. |
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624 Edit the ``config.ini`` to change the web URL to "http://localhost:8917/". |
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625 |
| 1228 | 626 |
| 627 Configure an Email Interface | |
| 628 ---------------------------- | |
| 629 | |
| 630 If you don't want to use the email component of Roundup, then remove the | |
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631 "``nosyreaction.py``" module from your tracker "``detectors``" directory. |
| 1228 | 632 |
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633 See `platform-specific notes`_ for steps that may be needed on your system. |
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634 |
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635 There are five supported ways to get emailed issues into the |
| 1228 | 636 Roundup tracker. You should pick ONE of the following, all |
| 637 of which will continue my example setup from above: | |
| 638 | |
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639 As a mail alias pipe process |
| 1228 | 640 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
| 641 | |
| 642 Set up a mail alias called "issue_tracker" as (include the quote marks): | |
| 3524 | 643 "``|/usr/bin/python /usr/bin/roundup-mailgw <tracker_home>``" |
| 644 (substitute ``/usr/bin`` for wherever roundup-mailgw is installed). | |
| 1228 | 645 |
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646 In some installations (e.g. RedHat Linux and Fedora Core) you'll need to |
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647 set up smrsh so sendmail will accept the pipe command. In that case, |
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648 symlink ``/etc/smrsh/roundup-mailgw`` to "``/usr/bin/roundup-mailgw``" |
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649 and change the command to:: |
| 1228 | 650 |
| 651 |roundup-mailgw /opt/roundup/trackers/support | |
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652 |
| 1228 | 653 To test the mail gateway on unix systems, try:: |
| 654 | |
| 655 echo test |mail -s '[issue] test' support@YOUR_DOMAIN_HERE | |
| 656 | |
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657 Be careful that some mail systems (postfix for example) will impost a |
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658 limits on processes they spawn. In particular postfix can set a file size |
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659 limit. *This can cause your Roundup database to become corrupted.* |
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660 |
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661 |
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662 As a custom router/transport using a pipe process (Exim4 specific) |
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663 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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664 |
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665 The following configuration snippets for `Exim 4`_ configuration |
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666 implement a custom router & transport to accomplish mail delivery to |
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667 roundup-mailgw. A configuration for Exim3 is similar but not |
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668 included, since Exim3 is considered obsolete. |
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669 |
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670 .. _Exim 4: http://www.exim.org/ |
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671 |
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672 This configuration is similar to the previous section, in that it uses |
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673 a pipe process. However, there are advantages to using a custom |
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674 router/transport process, if you are using Exim. |
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675 |
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676 * This avoids privilege escalation, since otherwise the pipe process |
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677 will run as the mail user, typically mail. The transport can be |
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678 configured to run as the user appropriate for the task at hand. In the |
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679 transport described in this section, Exim4 runs as the unprivileged |
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680 user ``roundup``. |
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681 |
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682 * Separate configuration is not required for each tracker |
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683 instance. When a email arrives at the server, Exim passes it through |
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684 the defined routers. The roundup_router looks for a match with one of |
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685 the roundup directories, and if there is one it is passed to the |
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686 roundup_transport, which uses the pipe process described in the |
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687 previous section (`As a mail alias pipe process`_). |
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688 |
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689 The matching is done in the line:: |
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690 |
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691 require_files = /usr/bin/roundup-mailgw:ROUNDUP_HOME/$local_part/schema.py |
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692 |
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693 The following configuration has been tested on Debian Sarge with |
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694 Exim4. |
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695 |
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696 .. note:: |
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697 Note that the Debian Exim4 packages don't allow pipes in alias files |
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698 by default, so the method described in the section `As a mail alias |
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699 pipe process`_ will not work with the default configuration. However, |
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700 the method described in this section does. See the discussion in |
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701 ``/usr/share/doc/exim4-config/README.system_aliases`` on any Debian |
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702 system with Exim4 installed. |
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703 |
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704 For more Debian-specific information, see suggested addition to |
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705 README.Debian in |
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706 http://bugs.debian.org/cgi-bin/bugreport.cgi?bug=343283, which will |
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707 hopefully be merged into the Debian package eventually. |
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708 |
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709 This config makes a few assumptions: |
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710 |
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711 * That the mail address corresponding to the tracker instance has the |
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712 same name as the directory of the tracker instance, i.e. the mail |
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713 interface address corresponding to a Roundup instance called |
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714 ``/var/lib/roundup/trackers/mytracker`` is ``mytracker@your.host``. |
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715 |
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716 * That (at least) all the db subdirectories of all the tracker |
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717 instances (ie. ``/var/lib/roundup/trackers/*/db``) are owned by the same |
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718 user, in this case, 'roundup'. |
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719 |
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720 * That if the ``schema.py`` file exists, then the tracker is ready for |
|
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721 use. Another option is to use the ``config.ini`` file (this changed |
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722 in 0.8 from ``config.py``). |
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723 |
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724 Macros for Roundup router/transport. Should be placed in the macros |
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725 section of the Exim4 config:: |
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726 |
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727 # Home dir for your Roundup installation |
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728 ROUNDUP_HOME=/var/lib/roundup/trackers |
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729 |
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730 # User and group for Roundup. |
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731 ROUNDUP_USER=roundup |
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732 ROUNDUP_GROUP=roundup |
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733 |
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734 Custom router for Roundup. This will (probably) work if placed at the |
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735 beginning of the router section of the Exim4 config:: |
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736 |
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737 roundup_router: |
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738 driver = accept |
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739 # The config file config.ini seems like a more natural choice, but the |
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740 # file config.py was replaced by config.ini in 0.8, and schema.py needs |
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741 # to be present too. |
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742 require_files = /usr/bin/roundup-mailgw:ROUNDUP_HOME/$local_part/schema.py |
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743 transport = roundup_transport |
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744 |
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745 Custom transport for Roundup. This will (probably) work if placed at |
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746 the beginning of the router section of the Exim4 config:: |
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747 |
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748 roundup_transport: |
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749 driver = pipe |
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750 command = /usr/bin/python /usr/bin/roundup-mailgw ROUNDUP_HOME/$local_part/ |
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751 current_directory = ROUNDUP_HOME |
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752 home_directory = ROUNDUP_HOME |
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753 user = ROUNDUP_USER |
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754 group = ROUNDUP_GROUP |
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755 |
|
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756 As a regular job using a mailbox source |
|
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|
757 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
| 1228 | 758 |
|
3405
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|
759 Set ``roundup-mailgw`` up to run every 10 minutes or so. For example |
| 3524 | 760 (substitute ``/usr/bin`` for wherever roundup-mailgw is installed):: |
| 1228 | 761 |
| 3524 | 762 0,10,20,30,40,50 * * * * /usr/bin/roundup-mailgw /opt/roundup/trackers/support mailbox <mail_spool_file> |
| 1228 | 763 |
| 764 Where the ``mail_spool_file`` argument is the location of the roundup submission | |
| 765 user's mail spool. On most systems, the spool for a user "issue_tracker" | |
| 766 will be "``/var/mail/issue_tracker``". | |
| 767 | |
|
1317
28ae91aae74f
clarifications
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parents:
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diff
changeset
|
768 As a regular job using a POP source |
|
28ae91aae74f
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Richard Jones <richard@users.sourceforge.net>
parents:
1316
diff
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|
769 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
| 1228 | 770 |
|
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Richard Jones <richard@users.sourceforge.net>
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changeset
|
771 To retrieve from a POP mailbox, use a *cron* entry similar to the mailbox |
| 3524 | 772 one (substitute ``/usr/bin`` for wherever roundup-mailgw is |
|
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|
773 installed):: |
| 1228 | 774 |
| 3524 | 775 0,10,20,30,40,50 * * * * /usr/bin/roundup-mailgw /opt/roundup/trackers/support pop <pop_spec> |
|
1317
28ae91aae74f
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Richard Jones <richard@users.sourceforge.net>
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diff
changeset
|
776 |
| 1228 | 777 where pop_spec is "``username:password@server``" that specifies the roundup |
| 778 submission user's POP account name, password and server. | |
| 779 | |
|
1317
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parents:
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diff
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|
780 On windows, you would set up the command using the windows scheduler. |
|
28ae91aae74f
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diff
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|
781 |
|
2211
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|
782 As a regular job using an IMAP source |
|
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2186
diff
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|
783 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
|
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|
784 |
|
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diff
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|
785 To retrieve from an IMAP mailbox, use a *cron* entry similar to the |
| 3524 | 786 POP one (substitute ``/usr/bin`` for wherever roundup-mailgw is |
|
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diff
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|
787 installed):: |
|
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272b654b1227
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diff
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|
788 |
| 3524 | 789 0,10,20,30,40,50 * * * * /usr/bin/roundup-mailgw /opt/roundup/trackers/support imap <imap_spec> |
|
2211
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diff
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|
790 |
|
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diff
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|
791 where imap_spec is "``username:password@server``" that specifies the roundup |
|
272b654b1227
*** empty log message ***
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parents:
2186
diff
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|
792 submission user's IMAP account name, password and server. You may |
|
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Richard Jones <richard@users.sourceforge.net>
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2186
diff
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|
793 optionally include a mailbox to use other than the default ``INBOX`` with |
|
272b654b1227
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diff
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|
794 "``imap username:password@server mailbox``". |
|
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diff
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|
795 |
|
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diff
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|
796 If you have a secure (ie. HTTPS) IMAP server then you may use ``imaps`` |
|
272b654b1227
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diff
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|
797 in place of ``imap`` in the command to use a secure connection. |
|
272b654b1227
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diff
changeset
|
798 |
|
272b654b1227
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diff
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|
799 As with the POP job, on windows, you would set up the command using the |
|
272b654b1227
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Richard Jones <richard@users.sourceforge.net>
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2186
diff
changeset
|
800 windows scheduler. |
|
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parents:
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diff
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|
801 |
| 1228 | 802 |
|
1939
1303c208419d
some updates that were sitting on disk
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parents:
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diff
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|
803 UNIX Environment Steps |
|
1303c208419d
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diff
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|
804 ---------------------- |
|
659
e429649ed124
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changeset
|
805 |
|
1089
43ab730ee194
instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
806 Each tracker ideally should have its own UNIX group, so create |
| 1049 | 807 a UNIX group (edit ``/etc/group`` or your appropriate NIS map if |
| 808 you're using NIS). To continue with my examples so far, I would | |
| 809 create the UNIX group 'support', although the name of the UNIX | |
|
1089
43ab730ee194
instance -> tracker, node -> item
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parents:
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changeset
|
810 group does not have to be the same as the tracker name. To this |
| 1049 | 811 'support' group I then add all of the UNIX usernames who will be |
|
1089
43ab730ee194
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parents:
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changeset
|
812 working with this Roundup tracker. In addition to 'real' users, |
| 1049 | 813 the Roundup email gateway will need to have permissions to this |
| 814 area as well, so add the user your mail service runs as to the | |
|
1574
67af854f4c33
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parents:
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diff
changeset
|
815 group (typically "mail" or "daemon"). The UNIX group might then |
|
67af854f4c33
more installation hintage
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parents:
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diff
changeset
|
816 look like:: |
| 1049 | 817 |
| 818 support:*:1002:jblaine,samh,geezer,mail | |
|
659
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|
819 |
| 1049 | 820 If you intend to use the web interface (as most people do), you |
| 821 should also add the username your web server runs as to the group. | |
| 822 My group now looks like this:: | |
|
659
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changeset
|
823 |
| 1049 | 824 support:*:1002:jblaine,samh,geezer,mail,apache |
| 825 | |
|
1089
43ab730ee194
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diff
changeset
|
826 The tracker "db" directory should be chmod'ed g+sw so that the group can |
|
1078
344bad728d10
more tweakage of help display and style issues
Richard Jones <richard@users.sourceforge.net>
parents:
1049
diff
changeset
|
827 write to the database, and any new files created in the database will be owned |
|
344bad728d10
more tweakage of help display and style issues
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parents:
1049
diff
changeset
|
828 by the group. |
|
344bad728d10
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parents:
1049
diff
changeset
|
829 |
|
2594
c0d6d5004464
rdbms doc updates
Richard Jones <richard@users.sourceforge.net>
parents:
2559
diff
changeset
|
830 If you're using the mysql or postgresql backend then you'll need to ensure |
|
c0d6d5004464
rdbms doc updates
Richard Jones <richard@users.sourceforge.net>
parents:
2559
diff
changeset
|
831 that the tracker user has appropriate permissions to create/modify the |
|
c0d6d5004464
rdbms doc updates
Richard Jones <richard@users.sourceforge.net>
parents:
2559
diff
changeset
|
832 database. If you're using roundup.cgi, the apache user needs permissions |
|
c0d6d5004464
rdbms doc updates
Richard Jones <richard@users.sourceforge.net>
parents:
2559
diff
changeset
|
833 to modify the database. Alternatively, explicitly specify a database login |
|
2921
ad4fb8a14a97
more doc updates, not so many TODOs any more
Richard Jones <richard@users.sourceforge.net>
parents:
2818
diff
changeset
|
834 in ``rdbms`` -> ``user`` and ``password`` in ``config.ini``. |
|
2594
c0d6d5004464
rdbms doc updates
Richard Jones <richard@users.sourceforge.net>
parents:
2559
diff
changeset
|
835 |
| 1049 | 836 An alternative to the above is to create a new user who has the sole |
| 837 responsibility of running roundup. This user: | |
|
659
e429649ed124
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
838 |
| 1049 | 839 1. runs the CGI interface daemon |
| 840 2. runs regular polls for email | |
| 841 3. runs regular checks (using cron) to ensure the daemon is up | |
| 842 4. optionally has no login password so that nobody but the "root" user | |
| 843 may actually login and play with the roundup setup. | |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
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diff
changeset
|
844 |
|
3754
9f4dd27ae843
documentation cleanup from Luke Ross (patch [SF#1594860])
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parents:
3736
diff
changeset
|
845 If you're using a Linux system (e.g. Fedora Core) with SELinux enabled, |
|
9f4dd27ae843
documentation cleanup from Luke Ross (patch [SF#1594860])
Richard Jones <richard@users.sourceforge.net>
parents:
3736
diff
changeset
|
846 you will need to ensure that the db directory has a context that |
|
9f4dd27ae843
documentation cleanup from Luke Ross (patch [SF#1594860])
Richard Jones <richard@users.sourceforge.net>
parents:
3736
diff
changeset
|
847 permits the web server to modify and create files. If you're using the |
|
9f4dd27ae843
documentation cleanup from Luke Ross (patch [SF#1594860])
Richard Jones <richard@users.sourceforge.net>
parents:
3736
diff
changeset
|
848 mysql or postgresql backend you may also need to update your policy to |
|
9f4dd27ae843
documentation cleanup from Luke Ross (patch [SF#1594860])
Richard Jones <richard@users.sourceforge.net>
parents:
3736
diff
changeset
|
849 allow the web server to access the database socket. |
|
9f4dd27ae843
documentation cleanup from Luke Ross (patch [SF#1594860])
Richard Jones <richard@users.sourceforge.net>
parents:
3736
diff
changeset
|
850 |
|
659
e429649ed124
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
851 |
|
3830
a48c514c465f
Add simple anti-spam recipe to docs
Richard Jones <richard@users.sourceforge.net>
parents:
3814
diff
changeset
|
852 Public Tracker Considerations |
|
a48c514c465f
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parents:
3814
diff
changeset
|
853 ----------------------------- |
|
a48c514c465f
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Richard Jones <richard@users.sourceforge.net>
parents:
3814
diff
changeset
|
854 |
|
a48c514c465f
Add simple anti-spam recipe to docs
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parents:
3814
diff
changeset
|
855 If you run a public tracker, you will eventually have to think about |
|
a48c514c465f
Add simple anti-spam recipe to docs
Richard Jones <richard@users.sourceforge.net>
parents:
3814
diff
changeset
|
856 dealing with spam entered through both the web and mail interfaces. |
|
a48c514c465f
Add simple anti-spam recipe to docs
Richard Jones <richard@users.sourceforge.net>
parents:
3814
diff
changeset
|
857 |
|
a48c514c465f
Add simple anti-spam recipe to docs
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parents:
3814
diff
changeset
|
858 The `customisation documentation`_ has a simple detector that will block |
|
a48c514c465f
Add simple anti-spam recipe to docs
Richard Jones <richard@users.sourceforge.net>
parents:
3814
diff
changeset
|
859 a lot of spam attempts. Look for the example "Preventing SPAM". |
|
a48c514c465f
Add simple anti-spam recipe to docs
Richard Jones <richard@users.sourceforge.net>
parents:
3814
diff
changeset
|
860 |
|
2069
d8c7fd205cd8
info for installing the CSV module
Richard Jones <richard@users.sourceforge.net>
parents:
2003
diff
changeset
|
861 |
| 1228 | 862 Maintenance |
| 863 =========== | |
|
659
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parents:
diff
changeset
|
864 |
|
2003
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
1965
diff
changeset
|
865 Read the separate `administration guide`_ for information about how to |
| 1228 | 866 perform common maintenance tasks with Roundup. |
| 1049 | 867 |
|
782
6f6eb43d9d86
Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
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parents:
753
diff
changeset
|
868 |
|
6f6eb43d9d86
Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
869 Upgrading |
|
6f6eb43d9d86
Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
870 ========= |
|
6f6eb43d9d86
Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
871 |
|
882
b99948d32a2d
clearing up ambiguous ref name
Richard Jones <richard@users.sourceforge.net>
parents:
798
diff
changeset
|
872 Read the separate `upgrading document`_, which describes the steps needed to |
|
1089
43ab730ee194
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parents:
1078
diff
changeset
|
873 upgrade existing tracker trackers for each version of Roundup that is |
|
782
6f6eb43d9d86
Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
874 released. |
|
6f6eb43d9d86
Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
875 |
|
659
e429649ed124
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
876 |
|
e429649ed124
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
877 Further Reading |
|
e429649ed124
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parents:
diff
changeset
|
878 =============== |
|
e429649ed124
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parents:
diff
changeset
|
879 |
|
3528
762d65fefea5
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parents:
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diff
changeset
|
880 If you intend to use Roundup with anything other than the default |
|
659
e429649ed124
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parents:
diff
changeset
|
881 templates, if you would like to hack on Roundup, or if you would |
|
e429649ed124
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
882 like implementation details, you should read `Customising Roundup`_. |
|
e429649ed124
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parents:
diff
changeset
|
883 |
|
e429649ed124
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parents:
diff
changeset
|
884 |
|
1576
80519db85eac
More tweaks to the licensing to make the Debian folks happy :)
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parents:
1574
diff
changeset
|
885 Running Multiple Trackers |
|
80519db85eac
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Richard Jones <richard@users.sourceforge.net>
parents:
1574
diff
changeset
|
886 ========================= |
|
80519db85eac
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Richard Jones <richard@users.sourceforge.net>
parents:
1574
diff
changeset
|
887 |
|
80519db85eac
More tweaks to the licensing to make the Debian folks happy :)
Richard Jones <richard@users.sourceforge.net>
parents:
1574
diff
changeset
|
888 Things to think about before you jump off the deep end and install |
|
80519db85eac
More tweaks to the licensing to make the Debian folks happy :)
Richard Jones <richard@users.sourceforge.net>
parents:
1574
diff
changeset
|
889 multiple trackers, which involve additional URLs, user databases, email |
|
80519db85eac
More tweaks to the licensing to make the Debian folks happy :)
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parents:
1574
diff
changeset
|
890 addresses, databases to back up, etc. |
|
80519db85eac
More tweaks to the licensing to make the Debian folks happy :)
Richard Jones <richard@users.sourceforge.net>
parents:
1574
diff
changeset
|
891 |
|
80519db85eac
More tweaks to the licensing to make the Debian folks happy :)
Richard Jones <richard@users.sourceforge.net>
parents:
1574
diff
changeset
|
892 1. Do you want a tracker per product you sell/support? You can just add |
|
2161
98656054ccfa
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Richard Jones <richard@users.sourceforge.net>
parents:
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|
893 a new property to your issues called Product, and filter by that. See |
|
98656054ccfa
*** empty log message ***
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parents:
2069
diff
changeset
|
894 the customisation example `adding a new field to the classic schema`_. |
|
1576
80519db85eac
More tweaks to the licensing to make the Debian folks happy :)
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parents:
1574
diff
changeset
|
895 2. Do you want to track internal software development issues and customer |
|
2186
3f89c8ffe4f1
version info in scripts
Richard Jones <richard@users.sourceforge.net>
parents:
2179
diff
changeset
|
896 support issues separately? You can just set up an additional "issue" |
|
1576
80519db85eac
More tweaks to the licensing to make the Debian folks happy :)
Richard Jones <richard@users.sourceforge.net>
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diff
changeset
|
897 class called "cust_issues" in the same tracker, mimicing the normal |
|
2161
98656054ccfa
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parents:
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diff
changeset
|
898 "issue" class, but with different properties. See the customisation |
|
98656054ccfa
*** empty log message ***
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parents:
2069
diff
changeset
|
899 example `tracking different types of issues`_. |
|
1576
80519db85eac
More tweaks to the licensing to make the Debian folks happy :)
Richard Jones <richard@users.sourceforge.net>
parents:
1574
diff
changeset
|
900 |
|
80519db85eac
More tweaks to the licensing to make the Debian folks happy :)
Richard Jones <richard@users.sourceforge.net>
parents:
1574
diff
changeset
|
901 |
|
659
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
902 Platform-Specific Notes |
|
e429649ed124
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
903 ======================= |
|
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parents:
diff
changeset
|
904 |
|
1649
6d392197daa3
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parents:
1648
diff
changeset
|
905 Windows command-line tools |
|
6d392197daa3
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parents:
1648
diff
changeset
|
906 -------------------------- |
|
6d392197daa3
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parents:
1648
diff
changeset
|
907 |
|
6d392197daa3
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parents:
1648
diff
changeset
|
908 To make the command-line tools accessible in Windows, you need to update |
|
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909 the "Path" environment variable in the Registry via a dialog box. |
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910 |
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911 On Windows 2000 and later: |
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912 |
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913 1) Press the "Start" button. |
|
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914 2) Choose "Settings" |
|
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915 3) Choose "Control Panel" |
|
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916 4) Choose "System" |
|
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917 5) Choose "Advanced" |
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918 6) Choose "Environmental Variables" |
|
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919 7) Add: "<dir>\Scripts" to the "Path" environmental variable. |
|
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920 |
| 1747 | 921 Where <dir> in 7) is the root directory (e.g., ``C:\Python22\Scripts``) |
|
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922 of your Python installation. |
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923 |
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924 I understand that in XP, 2) above is not needed as "Control |
|
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925 Panel" is directly accessible from "Start". |
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926 |
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|
927 I do not believe this is possible to do in previous versions of Windows. |
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928 |
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929 |
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|
930 Windows Server |
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|
931 -------------- |
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932 |
|
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933 To have the Roundup web server start up when your machine boots up, there |
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934 are two different methods, the scheduler and installing the service. |
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935 |
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936 |
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937 1. Using the Windows scheduler |
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938 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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939 |
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940 Set up the following in Scheduled Tasks (note, the following is for a |
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941 cygwin setup): |
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942 |
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943 **Run** |
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944 |
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945 ``c:\cygwin\bin\bash.exe -c "roundup-server TheProject=/opt/roundup/trackers/support"`` |
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946 |
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|
947 **Start In** |
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948 |
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|
949 ``C:\cygwin\opt\roundup\bin`` |
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950 |
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951 **Schedule** |
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|
952 |
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|
953 At System Startup |
|
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954 |
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|
955 To have the Roundup mail gateway run periodically to poll a POP email address, |
|
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956 set up the following in Scheduled Tasks: |
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957 |
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|
958 **Run** |
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|
959 |
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960 ``c:\cygwin\bin\bash.exe -c "roundup-mailgw /opt/roundup/trackers/support pop roundup:roundup@mail-server"`` |
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961 |
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|
962 **Start In** |
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963 |
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|
964 ``C:\cygwin\opt\roundup\bin`` |
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965 |
|
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|
966 **Schedule** |
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|
967 |
|
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|
968 Every 10 minutes from 5:00AM for 24 hours every day |
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969 |
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|
970 Stop the task if it runs for 8 minutes |
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|
971 |
|
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|
972 |
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|
973 2. Installing the roundup server as a Windows service |
|
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|
974 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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975 |
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|
976 This is more Windows oriented and will make the Roundup server run as |
|
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977 soon as the PC starts up without any need for a login or such. It will |
|
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|
978 also be available in the normal Windows Administrative Tools. |
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|
979 |
|
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|
980 For this you need first to create a service ini file containing the |
|
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|
981 relevant settings. |
|
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982 |
|
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|
983 1. It is created if you execute the following command from within the |
|
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|
984 scripts directory (notice the use of backslashes):: |
|
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|
985 |
|
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|
986 roundup-server -S -C <trackersdir>\server.ini -n <servername> -p 8080 -l <trackersdir>\trackerlog.log software=<trackersdir>\Software |
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|
987 |
|
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|
988 where the item ``<trackersdir>`` is replaced with the physical directory |
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|
989 that hosts all of your trackers. The ``<servername>`` item is the name |
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|
990 of your roundup server PC, such as w2003srv or similar. |
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|
991 |
|
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|
992 2. Next open the now created file ``C:\DATA\roundup\server.ini`` file |
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993 (if your ``<trackersdir>`` is ``C:\DATA\roundup``). |
|
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994 Check the entries for correctness, especially this one:: |
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|
995 |
|
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|
996 [trackers] |
|
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997 software = C:\DATA\Roundup\Software |
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|
998 |
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999 (this is an example where the tracker is named software and its home is |
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1000 ``C:\DATA\Roundup\Software``) |
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|
1001 |
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|
1002 3. Next give the commands that actually installs and starts the service:: |
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1003 |
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|
1004 roundup-server -C C:\DATA\Roundup\server.ini -c install |
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1005 roundup-server -c start |
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1006 |
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1007 4. Finally open the AdministrativeTools/Services applet and locate the |
|
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1008 Roundup service entry. Open its properties and change it to start |
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1009 automatically instead of manually. |
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1010 |
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|
1011 If you are using Apache as the webserver you might want to use it with |
|
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1012 mod_python instead to serve out Roundup. In that case see the mod_python |
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1013 instructions above for details. |
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1014 |
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1015 |
|
659
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1016 Sendmail smrsh |
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1017 -------------- |
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1018 |
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1019 If you use Sendmail's ``smrsh`` mechanism, you will need to tell |
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1020 smrsh that roundup-mailgw is a valid/trusted mail handler |
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1021 before it will work. |
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1022 |
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1023 This is usually done via the following 2 steps: |
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1024 |
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1025 1. make a symlink in ``/etc/smrsh`` called ``roundup-mailgw`` |
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1026 which points to the full path of your actual ``roundup-mailgw`` |
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1027 script. |
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1028 |
|
1089
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1029 2. change your alias to ``"|roundup-mailgw <tracker_home>"`` |
|
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1030 |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1031 |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1032 Linux |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1033 ----- |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1034 |
|
1939
1303c208419d
some updates that were sitting on disk
Richard Jones <richard@users.sourceforge.net>
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|
1035 Make sure you read the instructions under `UNIX environment steps`_. |
|
1574
67af854f4c33
more installation hintage
Richard Jones <richard@users.sourceforge.net>
parents:
1571
diff
changeset
|
1036 |
|
67af854f4c33
more installation hintage
Richard Jones <richard@users.sourceforge.net>
parents:
1571
diff
changeset
|
1037 |
|
67af854f4c33
more installation hintage
Richard Jones <richard@users.sourceforge.net>
parents:
1571
diff
changeset
|
1038 Solaris |
|
67af854f4c33
more installation hintage
Richard Jones <richard@users.sourceforge.net>
parents:
1571
diff
changeset
|
1039 ------- |
|
67af854f4c33
more installation hintage
Richard Jones <richard@users.sourceforge.net>
parents:
1571
diff
changeset
|
1040 |
|
67af854f4c33
more installation hintage
Richard Jones <richard@users.sourceforge.net>
parents:
1571
diff
changeset
|
1041 You'll need to build Python. |
|
67af854f4c33
more installation hintage
Richard Jones <richard@users.sourceforge.net>
parents:
1571
diff
changeset
|
1042 |
|
1939
1303c208419d
some updates that were sitting on disk
Richard Jones <richard@users.sourceforge.net>
parents:
1913
diff
changeset
|
1043 Make sure you read the instructions under `UNIX environment steps`_. |
|
1303c208419d
some updates that were sitting on disk
Richard Jones <richard@users.sourceforge.net>
parents:
1913
diff
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|
1044 |
|
1574
67af854f4c33
more installation hintage
Richard Jones <richard@users.sourceforge.net>
parents:
1571
diff
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|
1045 |
|
2972
dd558120d927
*** empty log message ***
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parents:
2945
diff
changeset
|
1046 Problems? Testing your Python... |
|
dd558120d927
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parents:
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|
1047 ================================ |
|
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parents:
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1048 |
|
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parents:
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diff
changeset
|
1049 .. note:: |
|
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parents:
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|
1050 The ``run_tests.py`` script is packaged in Roundup's source distribution |
|
dd558120d927
*** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents:
2945
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|
1051 - users of the Windows installer, other binary distributions or |
|
dd558120d927
*** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents:
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diff
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|
1052 pre-installed Roundup will need to download the source to use it. |
|
dd558120d927
*** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents:
2945
diff
changeset
|
1053 |
|
4317
15834821b8c7
- fix explicit python version description...
Ralf Schlatterbeck <schlatterbeck@users.sourceforge.net>
parents:
4315
diff
changeset
|
1054 Remember to have a database user 'rounduptest' prepared (with |
|
15834821b8c7
- fix explicit python version description...
Ralf Schlatterbeck <schlatterbeck@users.sourceforge.net>
parents:
4315
diff
changeset
|
1055 password 'rounduptest'). This user |
|
4315
cfb01b2bc730
Fix documentation on user required to run the tests, fixes issue2550618.
Ralf Schlatterbeck <schlatterbeck@users.sourceforge.net>
parents:
4249
diff
changeset
|
1056 must have at least the rights to create and drop databases. |
|
cfb01b2bc730
Fix documentation on user required to run the tests, fixes issue2550618.
Ralf Schlatterbeck <schlatterbeck@users.sourceforge.net>
parents:
4249
diff
changeset
|
1057 Documentation: details on `adding MySQL users`_, |
|
cfb01b2bc730
Fix documentation on user required to run the tests, fixes issue2550618.
Ralf Schlatterbeck <schlatterbeck@users.sourceforge.net>
parents:
4249
diff
changeset
|
1058 for PostgreSQL you want to call the ``createuser`` command with the |
|
cfb01b2bc730
Fix documentation on user required to run the tests, fixes issue2550618.
Ralf Schlatterbeck <schlatterbeck@users.sourceforge.net>
parents:
4249
diff
changeset
|
1059 ``-d`` option to allow database creation. |
|
cfb01b2bc730
Fix documentation on user required to run the tests, fixes issue2550618.
Ralf Schlatterbeck <schlatterbeck@users.sourceforge.net>
parents:
4249
diff
changeset
|
1060 |
|
2972
dd558120d927
*** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents:
2945
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|
1061 Once you've unpacked roundup's source, run ``python run_tests.py`` in the |
|
dd558120d927
*** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents:
2945
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changeset
|
1062 source directory and make sure there are no errors. If there are errors, |
|
dd558120d927
*** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents:
2945
diff
changeset
|
1063 please let us know! |
|
dd558120d927
*** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents:
2945
diff
changeset
|
1064 |
|
dd558120d927
*** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents:
2945
diff
changeset
|
1065 If the above fails, you may be using the wrong version of python. Try |
|
4317
15834821b8c7
- fix explicit python version description...
Ralf Schlatterbeck <schlatterbeck@users.sourceforge.net>
parents:
4315
diff
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|
1066 ``python2 run_tests.py`` or ``python2.X run_tests.py`` where ``X`` is in |
|
15834821b8c7
- fix explicit python version description...
Ralf Schlatterbeck <schlatterbeck@users.sourceforge.net>
parents:
4315
diff
changeset
|
1067 the set 3,4,5,6 depending on the version(s) of python installed. |
|
15834821b8c7
- fix explicit python version description...
Ralf Schlatterbeck <schlatterbeck@users.sourceforge.net>
parents:
4315
diff
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|
1068 If that works, you will need to substitute ``python2`` or ``python2.X`` |
|
15834821b8c7
- fix explicit python version description...
Ralf Schlatterbeck <schlatterbeck@users.sourceforge.net>
parents:
4315
diff
changeset
|
1069 for ``python`` in all further commands you use in relation to Roundup -- |
|
15834821b8c7
- fix explicit python version description...
Ralf Schlatterbeck <schlatterbeck@users.sourceforge.net>
parents:
4315
diff
changeset
|
1070 from installation and scripts. |
|
2972
dd558120d927
*** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents:
2945
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changeset
|
1071 |
|
dd558120d927
*** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents:
2945
diff
changeset
|
1072 |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1073 .. _`table of contents`: index.html |
|
1287
5402a6f2a754
Added quotes around python interpreter in windows bat [SF#623963]
Richard Jones <richard@users.sourceforge.net>
parents:
1282
diff
changeset
|
1074 .. _`user guide`: user_guide.html |
|
4949
c3a90535f7a7
Backed out changeset 4a3a35192ad1
John Rouillard <rouilj@ieee.org>
parents:
4948
diff
changeset
|
1075 .. _`roundup specification`: spec.html |
|
1245
d8c98af869ff
merge from maint-0-5
Richard Jones <richard@users.sourceforge.net>
parents:
1244
diff
changeset
|
1076 .. _`tracker configuration`: customizing.html#tracker-configuration |
|
d8c98af869ff
merge from maint-0-5
Richard Jones <richard@users.sourceforge.net>
parents:
1244
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|
1077 .. _`customisation documentation`: customizing.html |
|
2161
98656054ccfa
*** empty log message ***
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2069
diff
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|
1078 .. _`Adding a new field to the classic schema`: |
|
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*** empty log message ***
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|
1079 customizing.html#adding-a-new-field-to-the-classic-schema |
|
98656054ccfa
*** empty log message ***
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|
1080 .. _`Tracking different types of issues`: |
|
98656054ccfa
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parents:
2069
diff
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|
1081 customizing.html#tracking-different-types-of-issues |
|
659
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More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
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|
1082 .. _`customising roundup`: customizing.html |
|
882
b99948d32a2d
clearing up ambiguous ref name
Richard Jones <richard@users.sourceforge.net>
parents:
798
diff
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|
1083 .. _`upgrading document`: upgrading.html |
|
2003
a291bf753037
maintenance -> admin guide
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parents:
1965
diff
changeset
|
1084 .. _`administration guide`: admin_guide.html |
|
2554
52944e87909c
added mod_python setup example
Alexander Smishlajev <a1s@users.sourceforge.net>
parents:
2449
diff
changeset
|
1085 |
|
52944e87909c
added mod_python setup example
Alexander Smishlajev <a1s@users.sourceforge.net>
parents:
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diff
changeset
|
1086 |
|
52944e87909c
added mod_python setup example
Alexander Smishlajev <a1s@users.sourceforge.net>
parents:
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diff
changeset
|
1087 .. _External hyperlink targets: |
|
52944e87909c
added mod_python setup example
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parents:
2449
diff
changeset
|
1088 |
|
52944e87909c
added mod_python setup example
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parents:
2449
diff
changeset
|
1089 .. _apache: http://httpd.apache.org/ |
|
4324
c70762f2be4e
flup setup docs from Christian Glass
Richard Jones <richard@users.sourceforge.net>
parents:
4317
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|
1090 .. _flup: http://pypi.python.org/pypi/flup |
|
2554
52944e87909c
added mod_python setup example
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parents:
2449
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|
1091 .. _mod_python: http://www.modpython.org/ |
|
52944e87909c
added mod_python setup example
Alexander Smishlajev <a1s@users.sourceforge.net>
parents:
2449
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|
1092 .. _MySQLdb: http://sourceforge.net/projects/mysql-python |
|
52944e87909c
added mod_python setup example
Alexander Smishlajev <a1s@users.sourceforge.net>
parents:
2449
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|
1093 .. _Psycopg: http://initd.org/software/initd/psycopg |
|
3335
e996f3584772
fix PySQLite site URL
Alexander Smishlajev <a1s@users.sourceforge.net>
parents:
3303
diff
changeset
|
1094 .. _pysqlite: http://pysqlite.org/ |
|
4315
cfb01b2bc730
Fix documentation on user required to run the tests, fixes issue2550618.
Ralf Schlatterbeck <schlatterbeck@users.sourceforge.net>
parents:
4249
diff
changeset
|
1095 .. _`adding MySQL users`: |
|
cfb01b2bc730
Fix documentation on user required to run the tests, fixes issue2550618.
Ralf Schlatterbeck <schlatterbeck@users.sourceforge.net>
parents:
4249
diff
changeset
|
1096 http://dev.mysql.com/doc/refman/5.1/en/adding-users.html |
