Mercurial > p > roundup > code
comparison doc/installation.txt @ 1221:778297033003
cleanup of install docco
| author | Richard Jones <richard@users.sourceforge.net> |
|---|---|
| date | Thu, 26 Sep 2002 03:03:50 +0000 |
| parents | 4c9882cb16a3 |
| children | 92d8e1aad2e9 |
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| 1220:953279b8b32f | 1221:778297033003 |
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| 1 ================== | 1 ================== |
| 2 Installing Roundup | 2 Installing Roundup |
| 3 ================== | 3 ================== |
| 4 | 4 |
| 5 :Version: $Revision: 1.25 $ | 5 :Version: $Revision: 1.26 $ |
| 6 | 6 |
| 7 .. contents:: | 7 .. contents:: |
| 8 | 8 |
| 9 | 9 |
| 10 Overview | 10 Overview |
| 11 ======== | 11 ======== |
| 12 | 12 |
| 13 Broken out separately, there are several conceptual pieces to a | 13 Broken out separately, there are several conceptual pieces to a |
| 14 Roundup installation: | 14 Roundup installation: |
| 15 | |
| 16 Roundup trackers | |
| 17 Trackers consist of issues (be they bug reports or otherwise), tracker | |
| 18 configuration file(s), web HTML files etc. Roundup trackers are initialised | |
| 19 with a "Template" which defines the fields usable/assignable on a | |
| 20 per-issue basis. Descriptions of the provided templates are given in | |
| 21 `choosing your template`_. | |
| 15 | 22 |
| 16 Roundup support code | 23 Roundup support code |
| 17 Installed into your Python install's lib directory | 24 Installed into your Python install's lib directory |
| 18 | 25 |
| 19 Roundup scripts | 26 Roundup scripts |
| 20 These include the email gateway, the roundup | 27 These include the email gateway, the roundup |
| 21 HTTP server, the roundup administration command-line interface, etc. | 28 HTTP server, the roundup administration command-line interface, etc. |
| 22 | 29 |
| 23 Roundup trackers | 30 |
| 24 Trackers consist of core support files, issues | 31 Prerequisites |
| 25 (be they bug reports or otherwise), tracker configuration file(s), | 32 ============= |
| 26 etc. Roundup trackers also adhere to a specific "Template" which | 33 |
| 27 defines the fields usable/assignable on a per-issue basis. A | 34 Python 2.1.1 or newer with a functioning anydbm or bsddb module. Download the |
| 28 description of the provided templates follows. | 35 latest version from http://www.python.org/. It is highly recommended that |
| 36 users install the latest patch version of python - 2.1.3 or 2.2.1 - as these | |
| 37 contain many fixes to serious bugs. | |
| 38 | |
| 39 If you want to use Berkeley DB bsddb3 with Roundup, use version 3.3.0 or | |
| 40 later. Download the latest version from http://pybsddb.sourceforge.net/. | |
| 41 | |
| 42 | |
| 43 Getting Roundup | |
| 44 =============== | |
| 45 | |
| 46 Download the latest version from http://roundup.sf.net/. | |
| 47 | |
| 48 Testing your Python | |
| 49 ------------------- | |
| 50 | |
| 51 Once you've unpacked roundup's source, run ``python ./run_tests`` in the | |
| 52 source directory and make sure there are no errors. | |
| 53 If there are errors, please let us know! | |
| 54 | |
| 55 If the above fails, you may be using the wrong version of python. Try | |
| 56 ``python2 ./run_tests``. If that works, you will need to substitute | |
| 57 ``python2`` for ``python`` in all further commands you use in relation to | |
| 58 Roundup -- from installation and scripts. | |
| 59 | |
| 60 | |
| 61 Installation | |
| 62 ============ | |
| 63 | |
| 64 Set aside 15-30 minutes. Please make sure you're using a supported version of | |
| 65 Python -- see `testing your python`_. There's three sections to this | |
| 66 installation guide: | |
| 67 | |
| 68 1. `basic installation steps`_ that all installers must follow | |
| 69 2. `shared environment steps`_ to take if you're installing on a shared | |
| 70 UNIX machine and want to restrict local access to roundup | |
| 71 3. `internet setup`_ steps to take if your tracker is to be used by the wider | |
| 72 internet community | |
| 73 | |
| 74 Most users will only need to follow the first step, since the environment will | |
| 75 be a trusted one. | |
| 76 | |
| 77 | |
| 78 Basic Installation Steps | |
| 79 ------------------------ | |
| 80 | |
| 81 1. To install the Roundup support code into your Python tree and | |
| 82 Roundup scripts into /usr/local/bin:: | |
| 83 | |
| 84 python setup.py install | |
| 85 | |
| 86 If you would like to place the Roundup scripts in a directory other | |
| 87 than ``/usr/local/bin``, then specify the preferred location with | |
| 88 ``--install-script``. For example, to install them in | |
| 89 ``/opt/roundup/bin``:: | |
| 90 | |
| 91 python setup.py install --install-scripts=/opt/roundup/bin | |
| 92 | |
| 93 2. To create a Roundup tracker (necessary to do before you can | |
| 94 use the software in any real fashion): | |
| 95 | |
| 96 a. (Optional) If you intend to keep your roundup trackers | |
| 97 under one top level directory which does not exist yet, | |
| 98 you should create that directory now. Example: | |
| 99 | |
| 100 mkdir /opt/roundup/trackers | |
| 101 | |
| 102 b. Either add the Roundup script location to your ``PATH`` | |
| 103 environment variable or specify the full path to | |
| 104 the command in the next step. | |
| 105 | |
| 106 c. ``roundup-admin install`` | |
| 107 | |
| 108 You will be asked a series of questions. Descriptions of the provided | |
| 109 templates can be found in `choosing your template`_ below. Descriptions | |
| 110 of the available backends can be found in `choosing your backend`_ | |
| 111 below. The questions will be something like (you may have more | |
| 112 templates or backends available): | |
| 113 | |
| 114 Enter tracker home: /opt/roundup/trackers/support | |
| 115 Templates: classic | |
| 116 Select template [classic]: classic | |
| 117 Back ends: anydbm, bsddb | |
| 118 Select backend [anydbm]: anydbm | |
| 119 | |
| 120 You will now be directed to edit the tracker configuration and | |
| 121 initial schema. See `Customising Roundup`_ for details on configuration | |
| 122 and schema changes. Note that you may change any of the configuration | |
| 123 after you've initialised the tracker - it's just better to have valid | |
| 124 values for this stuff now. | |
| 125 | |
| 126 d. ``roundup-admin initialise`` | |
| 127 | |
| 128 This step initialises the tracker database. You will need to supply | |
| 129 an admin password at this step. You will be prompted:: | |
| 130 | |
| 131 Admin Password: | |
| 132 Confirm: | |
| 133 | |
| 134 Once this is done, the tracker has been created. | |
| 135 | |
| 136 3. XXX Set up the CGI interface | |
| 137 | |
| 138 4. XXX Set up the mail gateway | |
| 139 | |
| 140 | |
| 141 Choosing Your Template | |
| 142 ---------------------- | |
| 29 | 143 |
| 30 Classic Template | 144 Classic Template |
| 31 ---------------- | 145 ~~~~~~~~~~~~~~~~ |
| 32 | 146 |
| 33 The classic template is the one defined in the `Roundup Specification`_. It | 147 The classic template is the one defined in the `Roundup Specification`_. It |
| 34 holds issues which have priorities and statuses. Each issue may also have a | 148 holds issues which have priorities and statuses. Each issue may also have a |
| 35 set of messages which are disseminated to the issue's list of nosy users. | 149 set of messages which are disseminated to the issue's list of nosy users. |
| 36 | 150 |
| 37 | 151 |
| 38 Backends | 152 Choosing Your Backend |
| 39 -------- | 153 --------------------- |
| 40 | 154 |
| 41 The actual storage of Roundup tracker information is handled by backends. | 155 The actual storage of Roundup tracker information is handled by backends. |
| 42 There's several to choose from, each with benefits and limitations: | 156 There's several to choose from, each with benefits and limitations: |
| 43 | 157 |
| 44 **anydbm** | 158 **anydbm** |
| 55 This allows it to gain some performance and scaling benefits. | 169 This allows it to gain some performance and scaling benefits. |
| 56 **sqlite** | 170 **sqlite** |
| 57 This uses the SQLite embedded RDBMS to provide a fast, scaleable backend. | 171 This uses the SQLite embedded RDBMS to provide a fast, scaleable backend. |
| 58 There are no limitations, and it's much faster and more scaleable than the | 172 There are no limitations, and it's much faster and more scaleable than the |
| 59 dbm backends. | 173 dbm backends. |
| 174 **metakit** | |
| 175 This backend is implemented over the metakit storage system, using Mk4Py as | |
| 176 the interface. It scales much better than the dbm backends. | |
| 60 **gadfly** | 177 **gadfly** |
| 61 This is a proof-of-concept relational database backend, not really intended | 178 This is a proof-of-concept relational database backend, not really intended |
| 62 for actual production use, although it can be. It uses the Gadfly RDBMS | 179 for actual production use, although it can be. It uses the Gadfly RDBMS |
| 63 to store data. It is unable to perform string searches due to gadfly not | 180 to store data. It is unable to perform string searches due to gadfly not |
| 64 having a LIKE operation. It should scale well, assuming a client/server | 181 having a LIKE operation. It should scale well, assuming a client/server |
| 65 setup is used. | 182 setup is used. It's much slower than even the dbm backends. |
| 66 **metakit** | |
| 67 This backend is implemented over the metakit storage system, using Mk4Py as | |
| 68 the interface. It scales much better than the dbm backends, but has some | |
| 69 missing features: | |
| 70 | |
| 71 - you may not unset properties once they are set | |
| 72 - journal retrieval is not implemented | |
| 73 | |
| 74 | 183 |
| 75 Note: you may set your tracker up with the anydbm backend (which is guaranteed | 184 Note: you may set your tracker up with the anydbm backend (which is guaranteed |
| 76 to be available) and switch to one of the other backends at any time using the | 185 to be available) and switch to one of the other backends at any time using the |
| 77 instructions in the `maintenance documentation`_. | 186 instructions in the `maintenance documentation`_. |
| 78 | |
| 79 Prerequisites | |
| 80 ============= | |
| 81 | |
| 82 Python 2.1.1 or newer with a functioning anydbm or bsddb module. Download the | |
| 83 latest version from http://www.python.org/. It is highly recommended that | |
| 84 users install the latest patch version of python - 2.1.3 or 2.2.1 - as these | |
| 85 contain many fixes to serious bugs. | |
| 86 | |
| 87 If you want to use Berkeley DB bsddb3 with Roundup, use version 3.3.0 or | |
| 88 later. Download the latest version from http://pybsddb.sourceforge.net/. | |
| 89 | |
| 90 | |
| 91 Getting Roundup | |
| 92 =============== | |
| 93 | |
| 94 Download the latest version from http://roundup.sf.net/. | |
| 95 | |
| 96 Testing your Python | |
| 97 ------------------- | |
| 98 | |
| 99 Once you've unpacked roundup's source, run ``python ./run_tests`` in the | |
| 100 source directory and make sure there are no errors. | |
| 101 If there are errors, please let us know! | |
| 102 | |
| 103 If the above fails, you may be using the wrong version of python. Try | |
| 104 ``python2 ./run_tests``. If that works, you will need to substitute | |
| 105 ``python2`` for ``python`` in all further commands you use in relation to | |
| 106 Roundup -- from installation and scripts. | |
| 107 | |
| 108 | |
| 109 Installation | |
| 110 ============ | |
| 111 | |
| 112 Set aside 15-30 minutes. Please make sure you're using a supported version of | |
| 113 Python -- see `testing your python`_. There's three sections to this | |
| 114 installation guide: | |
| 115 | |
| 116 1. `basic installation steps`_ that all installers must follow | |
| 117 2. `shared environment steps`_ to take if you're installing on a shared | |
| 118 UNIX machine and want to restrict local access to roundup | |
| 119 3. `internet setup`_ steps to take if your tracker is to be used by the wider | |
| 120 internet community | |
| 121 | |
| 122 Most users will only need to follow the first step, since the environment will | |
| 123 be a trusted one. | |
| 124 | |
| 125 | |
| 126 Basic Installation Steps | |
| 127 ------------------------ | |
| 128 | |
| 129 1. To install the Roundup support code into your Python tree and | |
| 130 Roundup scripts into /usr/local/bin:: | |
| 131 | |
| 132 python setup.py install | |
| 133 | |
| 134 If you would like to place the Roundup scripts in a directory other | |
| 135 than ``/usr/local/bin``, then specify the preferred location with | |
| 136 ``--install-script``. For example, to install them in | |
| 137 ``/opt/roundup/bin``:: | |
| 138 | |
| 139 python setup.py install --install-scripts=/opt/roundup/bin | |
| 140 | |
| 141 2. To create a Roundup tracker (necessary to do before you can | |
| 142 use the software in any real fashion): | |
| 143 | |
| 144 a. (Optional) If you intend to keep your roundup trackers | |
| 145 under one top level directory which does not exist yet, | |
| 146 you should create that directory now. Example: | |
| 147 | |
| 148 mkdir /opt/roundup/trackers | |
| 149 | |
| 150 b. Either add the Roundup script location to your ``PATH`` | |
| 151 environment variable or specify the full path to | |
| 152 the command in the next step. | |
| 153 | |
| 154 c. ``roundup-admin install`` | |
| 155 | |
| 156 You will be asked a series of questions. A description of | |
| 157 the Roundup-provided templates can be found under the Overview_:: | |
| 158 | |
| 159 Enter tracker home: /opt/roundup/trackers/support | |
| 160 Templates: classic, extended | |
| 161 Select template [classic]: classic | |
| 162 Back ends: anydbm, bsddb | |
| 163 Select backend [anydbm]: anydbm | |
| 164 | |
| 165 You will now be directed to edit the tracker configuration and | |
| 166 initial schema. See `Customising Roundup`_ for details on configuration | |
| 167 and schema changes. Note that you may change any of the configuration | |
| 168 after you've initialised the tracker - it's just better to have valid | |
| 169 values for this stuff now. | |
| 170 | |
| 171 d. ``roundup-admin initialise`` | |
| 172 | |
| 173 This step initialises the tracker database. You will need to supply | |
| 174 an admin password at this step. You will be prompted:: | |
| 175 | |
| 176 Admin Password: | |
| 177 Confirm: | |
| 178 | |
| 179 Once this is done, the tracker has been created. | |
| 180 | |
| 181 3. XXX Set up the CGI interface | |
| 182 | |
| 183 4. XXX Set up the mail gateway | |
| 184 | 187 |
| 185 | 188 |
| 186 Shared Environment Steps | 189 Shared Environment Steps |
| 187 ------------------------ | 190 ------------------------ |
| 188 | 191 |
