flup setup docs from Christian Glass

[roundup.git] / doc / installation.txt

==================
Installing Roundup
==================

.. contents::
   :depth: 2


Overview
========

Broken out separately, there are several conceptual pieces to a
Roundup installation:

Roundup trackers
 Trackers consist of issues (be they bug reports or otherwise), tracker
 configuration file(s), web HTML files etc. Roundup trackers are initialised
 with a "Template" which defines the fields usable/assignable on a
 per-issue basis.  Descriptions of the provided templates are given in
 `choosing your template`_.

Roundup support code
 Installed into your Python install's lib directory.

Roundup scripts
 These include the email gateway, the roundup
 HTTP server, the roundup administration command-line interface, etc.


Prerequisites
=============

Roundup requires Python 2.3 or newer (but not Python 3) with a functioning
anydbm module. Download the latest version from http://www.python.org/.
It is highly recommended that users install the latest patch version
of python as these contain many fixes to serious bugs.

Some variants of Linux will need an additional "python dev" package
installed for Roundup installation to work. Debian and derivatives, are
known to require this.

If you're on windows, you will either need to be using the ActiveState python
distribution (at http://www.activestate.com/Products/ActivePython/), or you'll
have to install the win32all package separately (get it from
http://starship.python.net/crew/mhammond/win32/).


Optional Components
===================

You may optionally install and use:

Timezone Definitions
  Full timezone support requires pytz_ module (version 2005i or later)
  which brings the `Olson tz database`_ into Python.  If pytz_ is not
  installed, timezones may be specified as numeric hour offsets only.

An RDBMS
  Sqlite, MySQL and Postgresql are all supported by Roundup and will be
  used if available. One of these is recommended if you are anticipating a
  large user base (see `choosing your backend`_ below).

Xapian full-text indexer
  The Xapian_ full-text indexer is also supported and will be used by
  default if it is available. This is strongly recommended if you are
  anticipating a large number of issues (> 5000).

  You may install Xapian at any time, even after a tracker has been
  installed and used. You will need to run the "roundup-admin reindex"
  command if the tracker has existing data.

  Roundup requires Xapian *newer* than 0.9.2 - it may be necessary for
  you to install a snapshot. Snapshot "0.9.2_svn6532" has been tried
  successfully.

pyopenssl
  If pyopenssl_ is installed the roundup-server can be configured
  to serve trackers over SSL. If you are going to serve roundup via
  proxy through a server with SSL support (e.g. apache) then this is
  unnecessary.

pyme
  If pyme_ is installed you can configure the mail gateway to perform
  verification or decryption of incoming OpenPGP MIME messages. When
  configured, you can require email to be cryptographically signed
  before roundup will allow it to make modifications to issues.

.. _Xapian: http://www.xapian.org/
.. _pytz: http://www.python.org/pypi/pytz
.. _Olson tz database: http://www.twinsun.com/tz/tz-link.htm
.. _pyopenssl: http://pyopenssl.sourceforge.net
.. _pyme: http://pyme.sourceforge.net


Getting Roundup
===============

.. note::
    Some systems, such as Debian and NetBSD, already have Roundup
    installed. Try running the command "roundup-admin" with no arguments,
    and if it runs you may skip the `Basic Installation Steps`_
    below and go straight to `configuring your first tracker`_.

Download the latest version from http://roundup.sf.net/.

If you're using WinZIP's "classic" interface, make sure the "Use
folder names" check box is checked before you extract the files.


For The Really Impatient
========================

If you just want to give Roundup a whirl Right Now, then simply run
``roundup-demo``.

This will set up a simple demo tracker on your machine. [1]_
When it's done, it'll print out a URL to point your web browser at
so you may start playing. Three users will be set up:

1. anonymous - the "default" user with permission to do very little
2. demo (password "demo") - a normal user who may create issues
3. admin (password "admin") - an administrative user who has complete
   access to the tracker

.. [1] Demo tracker is set up to be accessed by localhost browser.
       If you run demo on a server host, please stop the demo when
       it has shown startup notice, open file ``demo/config.ini`` with
       your editor, change host name in the ``web`` option in section
       ``[tracker]``, save the file, then re-run the demo program.

Installation
============

Set aside 15-30 minutes. There's several steps to follow in your
installation:

1. `basic installation steps`_ if Roundup is not installed on your system
2. `configuring your first tracker`_ that all installers must follow
3. then optionally `configure a web interface`_
4. and optionally `configure an email interface`_
5. `UNIX environment steps`_ to take if you're installing on a shared
   UNIX machine and want to restrict local access to roundup
6. `additional language codecs`_

For information about how Roundup installs, see the `administration
guide`_.


Basic Installation Steps
------------------------

To install the Roundup support code into your Python tree and
Roundup scripts into /usr/bin (substitute that path for whatever is
appropriate on your system). You need to have write permissions
for these locations, eg. being root on unix::

    python setup.py install

If you would like to place the Roundup scripts in a directory other
than ``/usr/bin``, then specify the preferred location with
``--install-scripts``. For example, to install them in
``/opt/roundup/bin``::

    python setup.py install --install-scripts=/opt/roundup/bin

You can also use the ``--prefix`` option to use a completely different
base directory, if you do not want to use administrator rights. If you
choose to do this, you may have to change Python's search path (sys.path)
yourself.


Configuring your first tracker
------------------------------

1. To create a Roundup tracker (necessary to do before you can
   use the software in any real fashion), you need to set up a "tracker
   home":

   a. (Optional) If you intend to keep your roundup trackers
      under one top level directory which does not exist yet,
      you should create that directory now.  Example::

         mkdir /opt/roundup/trackers

   b. Either add the Roundup script location to your ``PATH``
      environment variable or specify the full path to
      the command in the next step.

   c. Install a new tracker with the command ``roundup-admin install``.
      You will be asked a series of questions.  Descriptions of the provided
      templates can be found in `choosing your template`_ below.  Descriptions
      of the available backends can be found in `choosing your backend`_
      below.  The questions will be something like (you may have more
      templates or backends available)::

          Enter tracker home: /opt/roundup/trackers/support
          Templates: classic
          Select template [classic]: classic
          Back ends: anydbm, mysql, sqlite
          Select backend [anydbm]: anydbm

      Note: "Back ends" selection list depends on availability of
      third-party database modules.  Standard python distribution
      includes anydbm module only.

      The "support" part of the tracker name can be anything you want - it
      is going to be used as the directory that the tracker information
      will be stored in.

      You will now be directed to edit the tracker configuration and
      initial schema.  At a minimum, you must set "main :: admin_email"
      (that's the "admin_email" option in the "main" section) "mail ::
      host", "tracker :: web" and "mail :: domain".  If you get stuck,
      and get configuration file errors, then see the `tracker
      configuration`_ section of the `customisation documentation`_.

      If you just want to get set up to test things quickly (and follow
      the instructions in step 3 below), you can even just set the
      "tracker :: web" variable to::

         web = http://localhost:8080/support/

      The URL *must* end in a '/', or your web interface *will not work*.
      See `Customising Roundup`_ for details on configuration and schema
      changes. You may change any of the configuration after
      you've initialised the tracker - it's just better to have valid values
      for this stuff now.

   d. Initialise the tracker database with ``roundup-admin initialise``.
      You will need to supply an admin password at this step. You will be
      prompted::

          Admin Password:
                 Confirm:

      Note: running this command will *destroy any existing data in the
      database*. In the case of MySQL and PostgreSQL, any exsting database
      will be dropped and re-created.

      Once this is done, the tracker has been created.

2. At this point, your tracker is set up, but doesn't have a nice user
   interface. To set that up, we need to `configure a web interface`_ and
   optionally `configure an email interface`_. If you want to try your
   new tracker out, assuming "tracker :: web" is set to
   ``'http://localhost:8080/support/'``, run::

     roundup-server support=/opt/roundup/trackers/support

   then direct your web browser at:

     http://localhost:8080/support/

   and you should see the tracker interface.


Choosing Your Template
----------------------

Classic Template
~~~~~~~~~~~~~~~~

The classic template is the one defined in the `Roundup Specification`_. It
holds issues which have priorities and statuses. Each issue may also have a
set of messages which are disseminated to the issue's list of nosy users.

Minimal Template
~~~~~~~~~~~~~~~~

The minimal template has the minimum setup required for a tracker
installation. That is, it has the configuration files, defines a user database
and the basic HTML interface to that. It's a completely clean slate for you to
create your tracker on.


Choosing Your Backend
---------------------

The actual storage of Roundup tracker information is handled by backends.
There's several to choose from, each with benefits and limitations:

========== =========== ===== ==============================
Name       Speed       Users   Support
========== =========== ===== ==============================
anydbm     Slowest     Few   Always available
sqlite     Fastest(*)  Few   May need install (PySQLite_)
postgresql Fast        Many  Needs install/admin (psycopg_)
mysql      Fast        Many  Needs install/admin (MySQLdb_)
========== =========== ===== ==============================

**sqlite**
  This uses the embedded database engine PySQLite_ to provide a very fast
  backend. This is not suitable for trackers which will have many
  simultaneous users, but requires much less installation and maintenance
  effort than more scalable postgresql and mysql backends.

  SQLite is supported via PySQLite versions 1.1.7, 2.1.0 and sqlite3 (the last
  being bundled with Python 2.5+)

  Installed SQLite should be the latest version available (3.3.8 is known
  to work, 3.1.3 is known to have problems).
**postgresql**
  Backend for popular RDBMS PostgreSQL. You must read doc/postgresql.txt for
  additional installation steps and requirements. You must also configure
  the ``rdbms`` section of your tracker's ``config.ini``.  It is recommended
  that you use at least version 1.1.21 of psycopg.
**mysql**
  Backend for popular RDBMS MySQL. You must read doc/mysql.txt for additional
  installation steps and requirements. You must also configure the ``rdbms``
  section of your tracker's ``config.ini``

You may defer your decision by setting your tracker up with the anydbm
backend (which is guaranteed to be available) and switching to one of the
other backends at any time using the instructions in the `administration
guide`_.

Regardless of which backend you choose, Roundup will attempt to initialise
a new database for you when you run the roundup-admin "initialise" command.
In the case of MySQL and PostgreSQL you will need to have the appropriate
privileges to create databases.


Configure a Web Interface
-------------------------

There are five web interfaces to choose from:

1. `web server cgi-bin`_
2. `cgi-bin for limited-access hosting`_
3. `stand-alone web server`_
4. `Zope product - ZRoundup`_
5. `Apache HTTP Server with mod_python`_
6. `WSGI handler`_

You may need to give the web server user permission to access the tracker home
- see the `UNIX environment steps`_ for information. You may also need to
configure your system in some way - see `platform-specific notes`_.


Web Server cgi-bin
~~~~~~~~~~~~~~~~~~

A benefit of using the cgi-bin approach is that it's the easiest way to
restrict access to your tracker to only use HTTPS. Access will be slower
than through the `stand-alone web server`_ though.

If your Python isn't installed as "python" then you'll need to edit
the ``roundup.cgi`` script to fix the first line.

If you're using IIS on a Windows platform, you'll need to run this command
for the cgi to work (it turns on the PATH_INFO cgi variable)::

    adsutil.vbs set w3svc/AllowPathInfoForScriptMappings TRUE

The ``adsutil.vbs`` file can be found in either ``c:\inetpub\adminscripts``
or ``c:\winnt\system32\inetsrv\adminsamples\`` or
``c:\winnt\system32\inetsrv\adminscripts\`` depending on your installation.

More information about ISS setup may be found at:

   http://support.microsoft.com/default.aspx?scid=kb%3Ben-us%3B276494

Copy the ``frontends/roundup.cgi`` file to your web server's ``cgi-bin``
directory. You will need to configure it to tell it where your tracker home
is. You can do this either:

Through an environment variable
  Set the variable TRACKER_HOMES to be a colon (":") separated list of
  name=home pairs (if you're using apache, the SetEnv directive can do this)

Directly in the ``roundup.cgi`` file itself
  Add your instance to the TRACKER_HOMES variable as ``'name': 'home'``

The "name" part of the configuration will appear in the URL and identifies the
tracker (so you may have more than one tracker per cgi-bin script). Make sure
there are no spaces or other illegal characters in it (to be safe, stick to
letters and numbers). The "name" forms part of the URL that appears in the
tracker config "tracker :: web" variable, so make sure they match. The "home"
part of the configuration is the tracker home directory.

If you're using Apache, you can use an additional trick to hide the
``.cgi`` extension of the cgi script. Place the ``roundup.cgi`` script
wherever you want it to be, rename it to just ``roundup``, and add a
couple lines to your Apache configuration::

 <Location /path/to/roundup>
   SetHandler cgi-script
 </Location>


CGI-bin for Limited-Access Hosting
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

If you are running in a shared-hosting environment or otherwise don't have
permissiong to edit the system web server's configuration, but can create a
``.htaccess`` file then you may be able to use this approach.

1. Install flup_
2. Create a script ``roundup_stub`` in your server's ``cgi-bin`` directory
   containing::

    #!/usr/bin/env python

    # if necessary modify the Python path to include the place you
    # installed Roundup
    #import sys
    #sys.path.append('...')

    # cgitb is needed for debugging in browser only
    #import cgitb
    #cgitb.enable()

    # obtain the WSGI request dispatcher
    from roundup.cgi.wsgi_handler import RequestDispatcher
    tracker_home = '/path/to/tracker/home'
    app = RequestDispatcher(tracker_home)

    from flup.server.cgi import WSGIServer
    WSGIServer(app).run()

3. Modify or created the ``.htaccess`` file in the desired (sub-)domain
   directory to contain::

    RewriteEngine On
    RewriteBase /
    RewriteRule ^(.*)$      /cgi-bin/roundup_stub/$1 [L]

Now loading the (sub-)domain in a browser should load the tracker web
interface. If you get a "500" error then enable the "cgitb" lines in the
stub to get some debugging information.


Stand-alone Web Server
~~~~~~~~~~~~~~~~~~~~~~

This approach will give you faster response than cgi-bin. You may
investigate using ProxyPass or similar configuration in apache to have your
tracker accessed through the same URL as other systems.

The stand-alone web server is started with the command ``roundup-server``. It
has several options - display them with ``roundup-server -h``.

The tracker home configuration is similar to the cgi-bin - you may either edit
the script to change the TRACKER_HOMES variable or you may supply the
name=home values on the command-line after all the other options.

To make the server run in the background, use the "-d" option, specifying the
name of a file to write the server process id (pid) to.


Zope Product - ZRoundup
~~~~~~~~~~~~~~~~~~~~~~~

ZRoundup installs as a regular Zope product. Copy the ZRoundup directory to
your Products directory either in INSTANCE_HOME/Products or the Zope
code tree lib/python/Products.

When you next (re)start up Zope, you will be able to add a ZRoundup object
that interfaces to your new tracker.

Apache HTTP Server with mod_python
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

`Mod_python`_ is an `Apache`_ module that embeds the Python interpreter
within the server.  Running Roundup this way is much faster than all
above options and, like `web server cgi-bin`_, allows you to use HTTPS
protocol.  The drawback is that this setup is more complicated.

The following instructions were tested on apache 2.0 with mod_python 3.1.
If you are using older versions, your mileage may vary.

Mod_python uses OS threads.  If your apache was built without threads
(quite commonly), you must load the threading library to run mod_python.
This is done by setting ``LD_PRELOAD`` to your threading library path
in apache ``envvars`` file.  Example for gentoo linux (``envvars`` file
is located in ``/usr/lib/apache2/build/``)::

  LD_PRELOAD=/lib/libpthread.so.0
  export LD_PRELOAD

Example for FreeBSD (``envvars`` is in ``/usr/local/sbin/``)::

  LD_PRELOAD=/usr/lib/libc_r.so
  export LD_PRELOAD

Next, you have to add Roundup trackers configuration to apache config.
Roundup apache interface uses the following options specified with
``PythonOption`` directives:

  TrackerHome:
    defines the tracker home directory - the directory that was specified
    when you did ``roundup-admin init``.  This option is required.

  TrackerLanguage:
    defines web user interface language.  mod_python applications do not
    receive OS environment variables in the same way as command-line
    programs, so the language cannot be selected by setting commonly
    used variables like ``LANG`` or ``LC_ALL``.  ``TrackerLanguage``
    value has the same syntax as values of these environment variables.
    This option may be omitted.

  TrackerDebug:
    run the tracker in debug mode.  Setting this option to ``yes`` or
    ``true`` has the same effect as running ``roundup-server -t debug``:
    the database schema and used html templates are rebuilt for each
    HTTP request.  Values ``no`` or ``false`` mean that all html
    templates for the tracker are compiled and the database schema is
    checked once at startup.  This is the default behaviour.

  TrackerTiming:
    has nearly the same effect as environment variable ``CGI_SHOW_TIMING``
    for standalone roundup server.  The difference is that setting this
    option to ``no`` or ``false`` disables timings display.  Value
    ``comment`` writes request handling times in html comment, and
    any other non-empty value makes timing report visible.  By default,
    timing display is disabled.

In the following example we have two trackers set up in
``/var/db/roundup/support`` and ``/var/db/roundup/devel`` and accessed
as ``https://my.host/roundup/support/`` and ``https://my.host/roundup/devel/``
respectively (provided Apache has been set up for SSL of course).
Having them share same parent directory allows us to
reduce the number of configuration directives.  Support tracker has
russian user interface.  The other tracker (devel) has english user
interface (default).

Static files from ``html`` directory are served by apache itself - this
is quicker and generally more robust than doing that from python.
Everything else is aliased to dummy (non-existing) ``py`` file,
which is handled by mod_python and our roundup module.

Example mod_python configuration::

    #################################################
    # Roundup Issue tracker
    #################################################
    # enable Python optimizations (like 'python -O')
    PythonOptimize On
    # let apache handle static files from 'html' directories
    AliasMatch /roundup/(.+)/@@file/(.*) /var/db/roundup/$1/html/$2
    # everything else is handled by roundup web UI
    AliasMatch /roundup/([^/]+)/(?!@@file/)(.*) /var/db/roundup/$1/dummy.py/$2
    # roundup requires a slash after tracker name - add it if missing
    RedirectMatch permanent ^/roundup/([^/]+)$ /roundup/$1/
    # common settings for all roundup trackers
    <Directory /var/db/roundup/*>
      Order allow,deny
      Allow from all
      AllowOverride None
      Options None
      AddHandler python-program .py
      PythonHandler roundup.cgi.apache
      # uncomment the following line to see tracebacks in the browser
      # (note that *some* tracebacks will be displayed anyway)
      #PythonDebug On
    </Directory>
    # roundup tracker homes
    <Directory /var/db/roundup/support>
      PythonOption TrackerHome /var/db/roundup/support
      PythonOption TrackerLanguage ru
    </Directory>
    <Directory /var/db/roundup/devel>
      PythonOption TrackerHome /var/db/roundup/devel
    </Directory>

Notice that the ``/var/db/roundup`` path shown above refers to the directory
in which the tracker homes are stored. The actual value will thus depend on
your system.

On Windows the corresponding lines will look similar to these::

    AliasMatch /roundup/(.+)/@@file/(.*) C:/DATA/roundup/$1/html/$2
    AliasMatch /roundup/([^/]+)/(?!@@file/)(.*) C:/DATA/roundup/$1/dummy.py/$2
    <Directory C:/DATA/roundup/*>
    <Directory C:/DATA/roundup/support>
    <Directory C:/DATA/roundup/devel>

In this example the directory hosting all of the tracker homes is
``C:\DATA\roundup``. (Notice that you must use forward slashes in paths
inside the httpd.conf file!)

The URL for accessing these trackers then become:
`http://<roundupserver>/roundup/support/`` and
``http://<roundupserver>/roundup/devel/``

Note that in order to use https connections you must set up Apache for secure
serving with SSL.

WSGI Handler
~~~~~~~~~~~~

The WSGI handler is quite simple. The following sample code shows how
to use it::

    from wsgiref.simple_server import make_server

    # obtain the WSGI request dispatcher
    from roundup.cgi.wsgi_handler import RequestDispatcher
    tracker_home = 'demo'
    app = RequestDispatcher(tracker_home)

    httpd = make_server('', 8917, app)
    httpd.serve_forever()

To test the above you should create a demo tracker with ``python demo.py``.
Edit the ``config.ini`` to change the web URL to "http://localhost:8917/".


Configure an Email Interface
----------------------------

If you don't want to use the email component of Roundup, then remove the
"``nosyreaction.py``" module from your tracker "``detectors``" directory.

See `platform-specific notes`_ for steps that may be needed on your system.

There are five supported ways to get emailed issues into the
Roundup tracker.  You should pick ONE of the following, all
of which will continue my example setup from above:

As a mail alias pipe process
~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Set up a mail alias called "issue_tracker" as (include the quote marks):
"``|/usr/bin/python /usr/bin/roundup-mailgw <tracker_home>``"
(substitute ``/usr/bin`` for wherever roundup-mailgw is installed).

In some installations (e.g. RedHat Linux and Fedora Core) you'll need to
set up smrsh so sendmail will accept the pipe command. In that case,
symlink ``/etc/smrsh/roundup-mailgw`` to "``/usr/bin/roundup-mailgw``"
and change the command to::

    |roundup-mailgw /opt/roundup/trackers/support

To test the mail gateway on unix systems, try::

    echo test |mail -s '[issue] test' support@YOUR_DOMAIN_HERE

Be careful that some mail systems (postfix for example) will impost a
limits on processes they spawn. In particular postfix can set a file size
limit. *This can cause your Roundup database to become corrupted.*


As a custom router/transport using a pipe process (Exim4 specific)
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

The following configuration snippets for `Exim 4`_ configuration
implement a custom router & transport to accomplish mail delivery to
roundup-mailgw. A configuration for Exim3 is similar but not
included, since Exim3 is considered obsolete.

.. _Exim 4: http://www.exim.org/

This configuration is similar to the previous section, in that it uses
a pipe process. However, there are advantages to using a custom
router/transport process, if you are using Exim.

* This avoids privilege escalation, since otherwise the pipe process
  will run as the mail user, typically mail. The transport can be
  configured to run as the user appropriate for the task at hand. In the
  transport described in this section, Exim4 runs as the unprivileged
  user ``roundup``.

* Separate configuration is not required for each tracker
  instance. When a email arrives at the server, Exim passes it through
  the defined routers. The roundup_router looks for a match with one of
  the roundup directories, and if there is one it is passed to the
  roundup_transport, which uses the pipe process described in the
  previous section (`As a mail alias pipe process`_).

The matching is done in the line::

  require_files = /usr/bin/roundup-mailgw:ROUNDUP_HOME/$local_part/schema.py

The following configuration has been tested on Debian Sarge with
Exim4.

.. note::
  Note that the Debian Exim4 packages don't allow pipes in alias files
  by default, so the method described in the section `As a mail alias
  pipe process`_ will not work with the default configuration. However,
  the method described in this section does. See the discussion in
  ``/usr/share/doc/exim4-config/README.system_aliases`` on any Debian
  system with Exim4 installed.

  For more Debian-specific information, see suggested addition to
  README.Debian in
  http://bugs.debian.org/cgi-bin/bugreport.cgi?bug=343283, which will
  hopefully be merged into the Debian package eventually.

This config makes a few assumptions:

* That the mail address corresponding to the tracker instance has the
  same name as the directory of the tracker instance, i.e. the mail
  interface address corresponding to a Roundup instance called
  ``/var/lib/roundup/trackers/mytracker`` is ``mytracker@your.host``.

* That (at least) all the db subdirectories of all the tracker
  instances (ie. ``/var/lib/roundup/trackers/*/db``) are owned by the same
  user, in this case, 'roundup'.

* That if the ``schema.py`` file exists, then the tracker is ready for
  use. Another option is to use the ``config.ini`` file (this changed
  in 0.8 from ``config.py``).

Macros for Roundup router/transport. Should be placed in the macros
section of the Exim4 config::

  # Home dir for your Roundup installation
  ROUNDUP_HOME=/var/lib/roundup/trackers

  # User and group for Roundup.
  ROUNDUP_USER=roundup
  ROUNDUP_GROUP=roundup

Custom router for Roundup. This will (probably) work if placed at the
beginning of the router section of the Exim4 config::

  roundup_router:
      driver = accept
      # The config file config.ini seems like a more natural choice, but the
      # file config.py was replaced by config.ini in 0.8, and schema.py needs
      # to be present too.
      require_files = /usr/bin/roundup-mailgw:ROUNDUP_HOME/$local_part/schema.py
      transport = roundup_transport

Custom transport for Roundup. This will (probably) work if placed at
the beginning of the router section of the Exim4 config::

  roundup_transport:
      driver = pipe
      command = /usr/bin/python /usr/bin/roundup-mailgw ROUNDUP_HOME/$local_part/
      current_directory = ROUNDUP_HOME
      home_directory = ROUNDUP_HOME
      user = ROUNDUP_USER
      group = ROUNDUP_GROUP

As a regular job using a mailbox source
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Set ``roundup-mailgw`` up to run every 10 minutes or so. For example
(substitute ``/usr/bin`` for wherever roundup-mailgw is installed)::

  0,10,20,30,40,50 * * * * /usr/bin/roundup-mailgw /opt/roundup/trackers/support mailbox <mail_spool_file>

Where the ``mail_spool_file`` argument is the location of the roundup submission
user's mail spool. On most systems, the spool for a user "issue_tracker"
will be "``/var/mail/issue_tracker``".

As a regular job using a POP source
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

To retrieve from a POP mailbox, use a *cron* entry similar to the mailbox
one (substitute ``/usr/bin`` for wherever roundup-mailgw is
installed)::

  0,10,20,30,40,50 * * * * /usr/bin/roundup-mailgw /opt/roundup/trackers/support pop <pop_spec>

where pop_spec is "``username:password@server``" that specifies the roundup
submission user's POP account name, password and server.

On windows, you would set up the command using the windows scheduler.

As a regular job using an IMAP source
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

To retrieve from an IMAP mailbox, use a *cron* entry similar to the
POP one (substitute ``/usr/bin`` for wherever roundup-mailgw is
installed)::

  0,10,20,30,40,50 * * * * /usr/bin/roundup-mailgw /opt/roundup/trackers/support imap <imap_spec>

where imap_spec is "``username:password@server``" that specifies the roundup
submission user's IMAP account name, password and server. You may
optionally include a mailbox to use other than the default ``INBOX`` with
"``imap username:password@server mailbox``".

If you have a secure (ie. HTTPS) IMAP server then you may use ``imaps``
in place of ``imap`` in the command to use a secure connection.

As with the POP job, on windows, you would set up the command using the
windows scheduler.


UNIX Environment Steps
----------------------

Each tracker ideally should have its own UNIX group, so create
a UNIX group (edit ``/etc/group`` or your appropriate NIS map if
you're using NIS).  To continue with my examples so far, I would
create the UNIX group 'support', although the name of the UNIX
group does not have to be the same as the tracker name.  To this
'support' group I then add all of the UNIX usernames who will be
working with this Roundup tracker.  In addition to 'real' users,
the Roundup email gateway will need to have permissions to this
area as well, so add the user your mail service runs as to the
group (typically "mail" or "daemon").  The UNIX group might then
look like::

     support:*:1002:jblaine,samh,geezer,mail

If you intend to use the web interface (as most people do), you
should also add the username your web server runs as to the group.
My group now looks like this::

     support:*:1002:jblaine,samh,geezer,mail,apache

The tracker "db" directory should be chmod'ed g+sw so that the group can
write to the database, and any new files created in the database will be owned
by the group.

If you're using the mysql or postgresql backend then you'll need to ensure
that the tracker user has appropriate permissions to create/modify the
database. If you're using roundup.cgi, the apache user needs permissions
to modify the database.  Alternatively, explicitly specify a database login
in ``rdbms`` -> ``user`` and ``password`` in ``config.ini``.

An alternative to the above is to create a new user who has the sole
responsibility of running roundup. This user:

1. runs the CGI interface daemon
2. runs regular polls for email
3. runs regular checks (using cron) to ensure the daemon is up
4. optionally has no login password so that nobody but the "root" user
   may actually login and play with the roundup setup.

If you're using a Linux system (e.g. Fedora Core) with SELinux enabled,
you will need to ensure that the db directory has a context that
permits the web server to modify and create files. If you're using the
mysql or postgresql backend you may also need to update your policy to
allow the web server to access the database socket.


Additional Language Codecs
--------------------------

If you intend to send messages to Roundup that use Chinese, Japanese or
Korean encodings the you'll need to obtain CJKCodecs from
http://cjkpython.berlios.de/


Public Tracker Considerations
-----------------------------

If you run a public tracker, you will eventually have to think about
dealing with spam entered through both the web and mail interfaces.

The `customisation documentation`_ has a simple detector that will block
a lot of spam attempts. Look for the example "Preventing SPAM".


Maintenance
===========

Read the separate `administration guide`_ for information about how to
perform common maintenance tasks with Roundup.


Upgrading
=========

Read the separate `upgrading document`_, which describes the steps needed to
upgrade existing tracker trackers for each version of Roundup that is
released.


Further Reading
===============

If you intend to use Roundup with anything other than the default
templates, if you would like to hack on Roundup, or if you would
like implementation details, you should read `Customising Roundup`_.


Running Multiple Trackers
=========================

Things to think about before you jump off the deep end and install
multiple trackers, which involve additional URLs, user databases, email
addresses, databases to back up, etc.

1. Do you want a tracker per product you sell/support? You can just add
   a new property to your issues called Product, and filter by that. See
   the customisation example `adding a new field to the classic schema`_.
2. Do you want to track internal software development issues and customer
   support issues separately? You can just set up an additional "issue"
   class called "cust_issues" in the same tracker, mimicing the normal
   "issue" class, but with different properties. See the customisation
   example `tracking different types of issues`_.


Platform-Specific Notes
=======================

Windows command-line tools
--------------------------

To make the command-line tools accessible in Windows, you need to update
the "Path" environment variable in the Registry via a dialog box.

On Windows 2000 and later:

1) Press the "Start" button.
2) Choose "Settings"
3) Choose "Control Panel"
4) Choose "System"
5) Choose "Advanced"
6) Choose "Environmental Variables"
7) Add: "<dir>\Scripts" to the "Path" environmental variable.

Where <dir> in 7) is the root directory (e.g., ``C:\Python22\Scripts``)
of your Python installation.

I understand that in XP, 2) above is not needed as "Control
Panel" is directly accessible from "Start".

I do not believe this is possible to do in previous versions of Windows.


Windows Server
--------------

To have the Roundup web server start up when your machine boots up, there
are two different methods, the scheduler and installing the service.


1. Using the Windows scheduler
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Set up the following in Scheduled Tasks (note, the following is for a
cygwin setup):

**Run**

    ``c:\cygwin\bin\bash.exe -c "roundup-server TheProject=/opt/roundup/trackers/support"``

**Start In**

    ``C:\cygwin\opt\roundup\bin``

**Schedule**

    At System Startup

To have the Roundup mail gateway run periodically to poll a POP email address,
set up the following in Scheduled Tasks:

**Run**

    ``c:\cygwin\bin\bash.exe -c "roundup-mailgw /opt/roundup/trackers/support pop roundup:roundup@mail-server"``

**Start In**

    ``C:\cygwin\opt\roundup\bin``

**Schedule**

    Every 10 minutes from 5:00AM for 24 hours every day

    Stop the task if it runs for 8 minutes


2. Installing the roundup server as a Windows service
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

This is more Windows oriented and will make the Roundup server run as
soon as the PC starts up without any need for a login or such. It will
also be available in the normal Windows Administrative Tools.

For this you need first to create a service ini file containing the
relevant settings.

1. It is created if you execute the following command from within the
   scripts directory (notice the use of backslashes)::

     roundup-server -S -C <trackersdir>\server.ini -n <servername> -p 8080 -l <trackersdir>\trackerlog.log software=<trackersdir>\Software

   where the item ``<trackersdir>`` is replaced with the physical directory
   that hosts all of your trackers. The ``<servername>`` item is the name
   of your roundup server PC, such as w2003srv or similar.

2. Next open the now created file ``C:\DATA\roundup\server.ini`` file
   (if your ``<trackersdir>`` is ``C:\DATA\roundup``).
   Check the entries for correctness, especially this one::

    [trackers]
    software = C:\DATA\Roundup\Software

   (this is an example where the tracker is named software and its home is
   ``C:\DATA\Roundup\Software``)

3. Next give the commands that actually installs and starts the service::

    roundup-server -C C:\DATA\Roundup\server.ini -c install
    roundup-server -c start

4. Finally open the AdministrativeTools/Services applet and locate the
   Roundup service entry. Open its properties and change it to start
   automatically instead of manually.

If you are using Apache as the webserver you might want to use it with
mod_python instead to serve out Roundup. In that case see the mod_python
instructions above for details.


Sendmail smrsh
--------------

If you use Sendmail's ``smrsh`` mechanism, you will need to tell
smrsh that roundup-mailgw is a valid/trusted mail handler
before it will work.

This is usually done via the following 2 steps:

1. make a symlink in ``/etc/smrsh`` called ``roundup-mailgw``
   which points to the full path of your actual ``roundup-mailgw``
   script.

2. change your alias to ``"|roundup-mailgw <tracker_home>"``


Linux
-----

Make sure you read the instructions under `UNIX environment steps`_.


Solaris
-------

You'll need to build Python.

Make sure you read the instructions under `UNIX environment steps`_.


Problems? Testing your Python...
================================

.. note::
   The ``run_tests.py`` script is packaged in Roundup's source distribution
   - users of the Windows installer, other binary distributions or
   pre-installed Roundup will need to download the source to use it.

   Remember to have a database user 'rounduptest' prepared (with
   password 'rounduptest'). This user
   must have at least the rights to create and drop databases.
   Documentation: details on `adding MySQL users`_,
   for PostgreSQL you want to call the ``createuser`` command with the
   ``-d`` option to allow database creation.

Once you've unpacked roundup's source, run ``python run_tests.py`` in the
source directory and make sure there are no errors. If there are errors,
please let us know!

If the above fails, you may be using the wrong version of python. Try
``python2 run_tests.py`` or ``python2.X run_tests.py`` where ``X`` is in
the set 3,4,5,6 depending on the version(s) of python installed.
If that works, you will need to substitute ``python2`` or ``python2.X``
for ``python`` in all further commands you use in relation to Roundup --
from installation and scripts.


.. _`table of contents`: index.html
.. _`user guide`: user_guide.html
.. _`roundup specification`: spec.html
.. _`tracker configuration`: customizing.html#tracker-configuration
.. _`customisation documentation`: customizing.html
.. _`Adding a new field to the classic schema`:
   customizing.html#adding-a-new-field-to-the-classic-schema
.. _`Tracking different types of issues`:
   customizing.html#tracking-different-types-of-issues
.. _`customising roundup`: customizing.html
.. _`upgrading document`: upgrading.html
.. _`administration guide`: admin_guide.html


.. _External hyperlink targets:

.. _apache: http://httpd.apache.org/
.. _flup: http://pypi.python.org/pypi/flup
.. _mod_python: http://www.modpython.org/
.. _MySQLdb: http://sourceforge.net/projects/mysql-python
.. _Psycopg: http://initd.org/software/initd/psycopg
.. _pysqlite: http://pysqlite.org/
.. _`adding MySQL users`:
    http://dev.mysql.com/doc/refman/5.1/en/adding-users.html