Changes between Version 1 and Version 2 of TracInstall

Timestamp:

Apr 13, 2011, 8:59:31 PM (14 years ago)

Author:

trac

Comment:

--

TracInstall

@@ -1 @@
-= Trac Installation Guide = 
+= Trac Installation Guide for 0.12 = 
 [[TracGuideToc]]
 
-Trac is a lightweight project management tool that is implemented as a web-based application. Trac is written in the Python programming language and can use [http://sqlite.org/ SQLite] or [http://www.postgresql.org/ PostgreSQL] as  database. For HTML rendering, Trac uses the [http://www.clearsilver.net/ Clearsilver] templating system.
-
-What follows are generic instructions for installing and setting up Trac and its requirements. While you can find instructions for installing Trac on specific systems at [http://projects.edgewall.com/trac/wiki/TracInstallPlatforms TracInstallPlatforms] on the main Trac site, please be sure to first read through these general instructions to get a good understanding of the tasks involved.
-
-== Requirements ==
-
+Trac is written in the Python programming language and needs a database, [http://sqlite.org/ SQLite], [http://www.postgresql.org/ PostgreSQL], or [http://mysql.com/ MySQL]. For HTML rendering, Trac uses the [http://genshi.edgewall.org Genshi] templating system.
+
+Since version 0.12, Trac can also be localized, and there's probably a translation available for your language. If you want to be able to use the Trac interface in other languages, then make sure you **first** have installed the optional package [#OtherPythonPackages Babel]. Lacking Babel, you will only get the default english version, as usual. If you install Babel later on, you will need to re-install Trac.
+
+If you're interested in contributing new translations for other languages or enhance the existing translations, then please have a look at [trac:wiki:TracL10N TracL10N].
+
+What follows are generic instructions for installing and setting up Trac and its requirements. While you may find instructions for installing Trac on specific systems at TracInstallPlatforms on the main Trac site, please be sure to '''first read through these general instructions''' to get a good understanding of the tasks involved.
+
+[[PageOutline(2-3,Installation Steps,inline)]]
+
+== Dependencies ==
+=== Mandatory Dependencies
 To install Trac, the following software packages must be installed:
 
- * [http://www.python.org/ Python], version >= 2.3.
-   * Python 2.4 is not supported on Windows since there are no Subversion bindings available for it.
-   * For RPM-based systems you might also need the `python-devel` and `python-xml` packages.
- * [http://subversion.tigris.org/ Subversion], version >= 1.0. (>= 1.1 recommended) and corresponding [http://svnbook.red-bean.com/svnbook-1.1/ch08s02.html#svn-ch-8-sect-2.3 Python bindings]
-   * Trac uses the [http://www.swig.org/ SWIG] bindings included in the Subversion distribution, '''not''' [http://pysvn.tigris.org/ PySVN] (which is sometimes confused with the standard SWIG bindings).
-   * If Subversion was already installed without the SWIG bindings, you'll need to re-`configure` Subversion and `make swig-py`, `make install-swig-py`.
- * [http://www.clearsilver.net/ ClearSilver], version >= 0.9.3
-   * With python-bindings (`./configure --with-python=/usr/bin/python`)
-
-=== For SQLite ===
-
- * [http://www.sqlite.org/ SQLite], version 2.8.x or 3.x
- * [http://pysqlite.org/ PySQLite]
-   * version 1.0.x (for SQLite 2.8.x)
-   * version 1.1.x or 2.x (for SQLite 3.x)
-
-=== For PostgreSQL ===
-
- * [http://www.postgresql.org/ PostgreSQL]
- * [http://initd.org/projects/psycopg1 psycopg1], [http://initd.org/projects/psycopg2 psycopg2], or [http://pypgsql.sourceforge.net/ pyPgSQL]
-
-=== Optional Requirements ===
-
- * A CGI-capable web server (see TracCgi), or
- * a [http://www.fastcgi.com/ FastCGI]-capable web server (see TracFastCgi), or
- * [http://httpd.apache.org/ Apache] with [http://www.modpython.org/ mod_python 3.1.3+] (see TracModPython)
- * [http://peak.telecommunity.com/DevCenter/setuptools setuptools], version >= 0.5a13 for using plugins (see TracPlugins)
- * [http://docutils.sourceforge.net/ docutils], version >= 0.3.3 for WikiRestructuredText.
- * [http://silvercity.sourceforge.net/ SilverCity] and/or [http://www.gnu.org/software/enscript/enscript.html Enscript] for [wiki:TracSyntaxColoring syntax highlighting].
-
-'''Attention''': The various available versions of these dependencies are not necessarily interchangable, so please pay attention to the version numbers above. If you are having trouble getting Trac to work please double-check all the dependencies before asking for help on the [http://projects.edgewall.com/trac/wiki/MailingList MailingList] or [http://projects.edgewall.com/trac/wiki/IrcChannel IrcChannel].
-
-Please refer to the documentation of these packages to find out how they are best installed. In addition, most of the [http://projects.edgewall.com/trac/wiki/TracInstallPlatforms platform-specific instructions] also describe the installation of the dependencies.
+ * [http://www.python.org/ Python], version >= 2.4 and < 3.0
+   (note that we dropped the support for Python 2.3 in this release)
+ * [http://peak.telecommunity.com/DevCenter/setuptools setuptools], version >= 0.6
+ * [http://genshi.edgewall.org/wiki/Download Genshi], version >= 0.6
+
+You also need a database system and the corresponding python bindings.
+The database can be either SQLite, PostgreSQL or MySQL.
+
+==== For the SQLite database #ForSQLite
+
+If you're using Python 2.5 or 2.6, you already have everything you need.
+
+If you're using Python 2.4 and need pysqlite, you can download from 
+[http://code.google.com/p/pysqlite/downloads/list google code] the Windows installers or the tar.gz archive for building from source: 
+{{{
+$ tar xvfz <version>.tar.gz 
+$ cd <version> 
+$ python setup.py build_static install 
+}}}
+ 
+This will extract the SQLite code and build the bindings. 
+
+To install SQLite, your system may require the development headers. Without these you will get various GCC related errors when attempting to build:
+
+{{{
+$ apt-get install libsqlite3-dev
+}}}
+
+SQLite 2.x is no longer supported, and neither is !PySqlite 1.1.x.
+
+A known bug !PySqlite versions 2.5.2-4 prohibits upgrade of trac databases
+from 0.11.x to 0.12. Please use versions 2.5.5 and newer or 2.5.1 and
+older. See [trac:#9434] for more detail.
+
+See additional information in [trac:PySqlite].
+
+==== For the PostgreSQL database #ForPostgreSQL
+
+You need to install the database and its Python bindings:
+ * [http://www.postgresql.org/ PostgreSQL], version 8.0 or later
+ * [http://pypi.python.org/pypi/psycopg2 psycopg2]
+
+See [trac:DatabaseBackend#Postgresql DatabaseBackend] for details.
+
+
+==== For the MySQL database #ForMySQL
+
+Trac can now work quite well with MySQL, provided you follow the guidelines.
+
+ * [http://mysql.com/ MySQL], version 5.0 or later
+ * [http://sf.net/projects/mysql-python MySQLdb], version 1.2.2 or later
+
+It is '''very''' important to read carefully the  [trac:MySqlDb] page before creating the database.
+
+=== Optional Dependencies
+
+==== Version Control System ====
+
+===== Subversion =====
+ * [http://subversion.apache.org/ Subversion], 1.5.x or 1.6.x and the '''''corresponding''''' Python bindings. Older versions starting from 1.4.0, etc. should still work. For troubleshooting information, check the [trac:TracSubversion#Troubleshooting TracSubversion] page. Versions prior to 1.4.0 won't probably work since trac uses svn core functionality (e.g. svn_path_canonicalize) that is not implemented in the python swig wrapper in svn <= 1.3.x (although it exists in the svn lib itself).
+
+There are [http://subversion.apache.org/packages.html pre-compiled SWIG bindings] available for various platforms. (Good luck finding precompiled SWIG bindings for any Windows package at that listing. TracSubversion points you to [http://alagazam.net Algazam], which works for me under Python 2.6.)
+
+Note that Trac '''doesn't''' use [http://pysvn.tigris.org/ PySVN], neither does it work yet with the newer `ctype`-style bindings. [Is there a ticket for implementing ctype bindings?]
+
+
+'''Please note:''' if using Subversion, Trac must be installed on the '''same machine'''. Remote repositories are currently [trac:ticket:493 not supported].
+
+
+===== Others =====
+
+Support for other version control systems is provided via third-parties. See [trac:PluginList] and [trac:VersioningSystemBackend].
+
+==== Web Server ====
+A web server is optional because Trac is shipped with a server included, see the [#RunningtheStandaloneServer Running the Standalone Server ] section below.
+
+Alternatively you configure Trac to run in any of the following environments.
+ * [http://httpd.apache.org/ Apache] with 
+   - [http://code.google.com/p/modwsgi/ mod_wsgi], see [wiki:TracModWSGI] and 
+     http://code.google.com/p/modwsgi/wiki/IntegrationWithTrac
+   - [http://modpython.org/ mod_python 3.3.1], deprecated: see TracModPython)
+ * a [http://www.fastcgi.com/ FastCGI]-capable web server (see TracFastCgi)
+ * an [http://tomcat.apache.org/connectors-doc/ajp/ajpv13a.html AJP]-capable web
+   server (see [trac:TracOnWindowsIisAjp])
+ * a CGI-capable web server (see TracCgi), '''but usage of Trac as a cgi script 
+   is highly discouraged''', better use one of the previous options. 
+   
+
+==== Other Python Packages ====
+
+ * [http://babel.edgewall.org Babel], version >= 0.9.5, 
+   needed for localization support[[BR]]
+   ''Note: '' If you want to be able to use the Trac interface in other languages, then make sure you first have installed the optional package Babel. Lacking Babel, you will only get the default english version, as usual. If you install Babel later on, you will need to re-install Trac. 
+ * [http://docutils.sourceforge.net/ docutils], version >= 0.3.9 
+   for WikiRestructuredText.
+ * [http://pygments.pocoo.org Pygments] for 
+   [wiki:TracSyntaxColoring syntax highlighting].
+   [http://silvercity.sourceforge.net/ SilverCity] and/or 
+   [http://gnu.org/software/enscript/enscript.html Enscript] may still be used
+   but are deprecated and you really should be using Pygments.
+ * [http://pytz.sf.net pytz] to get a complete list of time zones,
+   otherwise Trac will fall back on a shorter list from 
+   an internal time zone implementation.
+
+'''Attention''': The various available versions of these dependencies are not necessarily interchangable, so please pay attention to the version numbers above. If you are having trouble getting Trac to work please double-check all the dependencies before asking for help on the [trac:MailingList] or [trac:IrcChannel].
+
+Please refer to the documentation of these packages to find out how they are best installed. In addition, most of the [trac:TracInstallPlatforms platform-specific instructions] also describe the installation of the dependencies. Keep in mind however that the information there ''probably concern older versions of Trac than the one you're installing'' (there are even some pages that are still talking about Trac 0.8!).
+
 
 == Installing Trac ==
-
-Like most Python programs, the Trac Python package is installed by running the following command at the top of the source directory:
+=== Using `easy_install`
+One way to install Trac is using [http://pypi.python.org/pypi/setuptools setuptools].
+With setuptools you can install Trac from the subversion repository; 
+
+A few examples:
+
+ - first install of the latest stable version Trac 0.12.1, with i18n support:
+   {{{
+   easy_install Babel==0.9.5 Genshi==0.6
+   easy_install Trac
+   }}}
+   ''It's very important to run the two `easy_install` commands separately, otherwise the message catalogs won't be generated.''
+
+ - upgrade to the latest stable version of Trac:
+   {{{
+   easy_install -U Trac
+   }}}
+
+ - upgrade to the latest trunk development version (0.13dev):
+   {{{
+   easy_install -U Trac==dev
+   }}}
+
+For upgrades, reading the TracUpgrade page is mandatory, of course.
+
+=== From source
+If you want more control, you can download the source in archive form, or do a checkout from one of the official [[Trac:TracRepositories|source code repositories]].
+
+Be sure to have the prerequisites already installed. You can also obtain the Genshi and Babel source packages from http://www.edgewall.org and follow for them a similar installation procedure, or you can just easy_install those, see [#Usingeasy_install above].
+
+Once you've unpacked the Trac archive or performed the checkout, move in the top-level folder and do:
 {{{
 $ python ./setup.py install
 }}}
 
-''Note: you'll need root permissions or equivalent for this step.''
-
-This will byte-compile the python source code and install it in the `site-packages` directory
-of your Python installation. The directories `cgi-bin`, `templates`, `htdocs`, `wiki-default` and `wiki-macros` are all copied to `$prefix/share/trac/.`
+''You'll need root permissions or equivalent for this step.''
+
+This will byte-compile the python source code and install it as an .egg file or folder in the `site-packages` directory
+of your Python installation. The .egg will also contain all other resources needed by standard Trac, such as htdocs and templates.
 
 The script will also install the [wiki:TracAdmin trac-admin] command-line tool, used to create and maintain [wiki:TracEnvironment project environments], as well as the [wiki:TracStandalone tracd] standalone server.
 
-=== Advanced Users ===
+If you install from source and want to make Trac available in other languages, make sure  Babel is installed. Only then, perform the `install` (or simply redo the `install` once again afterwards if you realize Babel was not yet installed):
+{{{
+$ python ./setup.py install
+}}}
+Alternatively, you can do a `bdist_egg` and copy the .egg from dist/ to the place of your choice, or you can create a Windows installer (`bdist_wininst`).
+
+=== Advanced Options ===
 
 To install Trac to a custom location, or find out about other advanced installation options, run:
 {{{
-$ python ./setup.py --help
-}}}
+easy_install --help
+}}}
+
+Also see [http://docs.python.org/inst/inst.html Installing Python Modules] for detailed information.
 
 Specifically, you might be interested in:
 {{{
-$ python ./setup.py install --prefix=/path/you/want
-}}}
+easy_install --prefix=/path/to/installdir
+}}}
+or, if installing Trac to a Mac OS X system:
+{{{
+easy_install --prefix=/usr/local --install-dir=/Library/Python/2.5/site-packages
+}}}
+Note: If installing on Mac OS X 10.6 running {{{ easy_install http://svn.edgewall.org/repos/trac/trunk }}} will install into {{{ /usr/local }}} and {{{ /Library/Python/2.6/site-packages }}} by default
+
+The above will place your `tracd` and `trac-admin` commands into `/usr/local/bin` and will install the Trac libraries and dependencies into `/Library/Python/2.5/site-packages`, which is Apple's preferred location for third-party Python application installations.
+
+=== Using `pip`
+'pip' is an easy_install replacement that is very useful to quickly install python packages.
+To get a trac installation up and running in less than 5 minutes:
+
+Assuming you want to have your entire pip installation in /opt/user/trac:
+
+ - 
+{{{
+pip -E /opt/user/trac install trac psycopg2 
+}}}
+or
+ - 
+{{{
+pip -E /opt/user/trac install trac mysql-python 
+}}}
+
+Make sure your OS specific headers are available for pip to automatically build PostgreSQL (libpq-dev) or MySQL (libmysqlclient-dev) bindings.
+
+pip will automatically resolve all dependencies (like Genshi, pygments, etc.) and download the latest packages on pypi.python.org and create a self contained installation in /opt/user/trac .
+
+All commands (tracd, trac-admin) are available in /opt/user/trac/bin. This can also be leveraged for mod_python (using !PythonHandler directive) and mod_wsgi (using WSGIDaemonProcess directive)
+
+Additionally, you can install several trac plugins (listed [http://pypi.python.org/pypi?:action=search&term=trac&submit=search here]) through pip.
+
 
 
 == Creating a Project Environment ==
 
-A [wiki:TracEnvironment Trac environment] is the backend storage where Trac stores information like wiki pages, tickets, reports, settings, etc. An environment is basically a directory that contains a human-readable configuration file and various other files and directories.
+A [TracEnvironment Trac environment] is the backend storage where Trac stores information like wiki pages, tickets, reports, settings, etc. An environment is basically a directory that contains a human-readable [TracIni configuration file], and various other files and directories.
 
 A new environment is created using [wiki:TracAdmin trac-admin]:
 {{{
-$ trac-admin /path/to/trac_project_env initenv
-}}}
-
-[wiki:TracAdmin trac-admin] will prompt you for the information it needs to create the environment, such as the name of the project, the path to an existing subversion repository, the [wiki:TracEnvironment#DatabaseConnectionStrings database connection string], and so on. If you're not sure what to specify for one of these options, just leave it blank to use the default value. The database connection string in particular will always work as long as you have SQLite installed. The only option where the default value is likely to not work is the path to the Subversion repository, so make sure that one's correct.
-
-Also note that the values you specify here can be changed later by directly editing the [wiki:TracIni] configuration file.
-
-''Note: The user account under which the web server runs will require write permissions to the environment
-directory and all the files inside.''
+$ trac-admin /path/to/myproject initenv
+}}}
+
+[TracAdmin trac-admin] will prompt you for the information it needs to create the environment, such as the name of the project and the [TracEnvironment#DatabaseConnectionStrings database connection string]. If you're not sure what to specify for one of these options, just press `<Enter>` to use the default value. 
+
+Using the default database connection string in particular will always work as long as you have SQLite installed.
+For the other [DatabaseBackend database backends] you should plan ahead and already have a database ready to use at this point.
+
+Since 0.12, Trac doesn't ask for a [TracEnvironment#SourceCodeRepository source code repository] anymore when creating an environment. Repositories can be [TracRepositoryAdmin added] afterward, or the version control support can be disabled completely if you don't need it.
+
+Also note that the values you specify here can be changed later by directly editing the [TracIni conf/trac.ini] configuration file.
+
+Finally, make sure the user account under which the web front-end runs will have '''write permissions''' to the environment directory and all the files inside. This will be the case if you run `trac-admin ... initenv` as this user. If not, you should set the correct user afterwards. For example on Linux, with the web server running as user `apache` and group `apache`, enter:
+{{{
+# chown -R apache.apache /path/to/myproject
+}}}
+
+{{{#!div class=important
+'''Warning:''' Please only use ASCII-characters for account name and project path, unicode characters are not supported there.
+}}}
 
 
@@ -92 +253 @@
 After having created a Trac environment, you can easily try the web interface by running the standalone server [wiki:TracStandalone tracd]:
 {{{
-$ tracd --port 8000 /path/to/projectenv
-}}}
-
-Then, fire up a browser and visit `http://localhost:8000/`. You should get a simple listing of all environments that tracd knows about. Follow the link to the environment you just created, and you should see Trac in action.
-
+$ tracd --port 8000 /path/to/myproject
+}}}
+
+Then, fire up a browser and visit `http://localhost:8000/`. You should get a simple listing of all environments that `tracd` knows about. Follow the link to the environment you just created, and you should see Trac in action. If you only plan on managing a single project with Trac you can have the standalone server skip the environment list by starting it like this:
+{{{
+$ tracd -s --port 8000 /path/to/myproject
+}}}
 
 == Running Trac on a Web Server ==
 
-Trac provides three options for connecting to a “real” web server: [wiki:TracCgi CGI], [wiki:TracFastCgi FastCGI] and [wiki:TracModPython mod_python]. For decent performance, it is recommended that you use either FastCGI or mod_python.
+Trac provides various options for connecting to a "real" web server: [wiki:TracCgi CGI], [wiki:TracFastCgi FastCGI], [wiki:TracModWSGI mod_wsgi] and [wiki:TracModPython mod_python]. For decent performance, it is recommended that you use either FastCGI or mod_wsgi.
+
+Trac also supports [trac:TracOnWindowsIisAjp AJP] which may be your choice if you want to connect to IIS.
+
+==== Generating the Trac cgi-bin directory ====
+
+In order for Trac to function properly with FastCGI you need to have a `trac.fcgi` file and for mod_wsgi a `trac.wsgi` file. These are Python scripts which load the appropriate Python code. They can be generated using the `deploy` option of [wiki:TracAdmin trac-admin].
+
+There is, however, a bit of a chicken-and-egg problem. The [wiki:TracAdmin trac-admin] command requires an existing environment to function, but complains if the deploy directory already exists. This is a problem, because environments are often stored in a subdirectory of the deploy. The solution is to do something like this:
+{{{
+mkdir -p /usr/share/trac/projects/my-project
+trac-admin /usr/share/trac/projects/my-project initenv
+trac-admin /usr/share/trac/projects/my-project deploy /tmp/deploy
+mv /tmp/deploy/* /usr/share/trac
+}}}
+
+==== Setting up the Plugin Cache ====
+
+Some Python plugins need to be extracted to a cache directory. By default the cache resides in the home directory of the current user. When running Trac on a Web Server as a dedicated user (which is highly recommended) who has no home directory, this might prevent the plugins from starting. To override the cache location you can set the PYTHON_EGG_CACHE environment variable. Refer to your server documentation for detailed instructions on how to set environment variables.
 
 == Configuring Authentication ==
 
-The process of adding, removing, and configuring user accounts for authentication depends on the specific way you run Trac.  To learn about how to accomplish these tasks, please visit one of the following pages:
+The process of adding, removing, and configuring user accounts for authentication depends on the specific way you run Trac. The basic procedure is described in the [wiki:TracCgi#AddingAuthentication "Adding Authentication"] section on the TracCgi page. To learn how to setup authentication for the frontend you're using, please refer to one of the following pages:
 
  * TracStandalone if you use the standalone server, `tracd`.
- * TracCgi if you use the CGI or FastCGI methods.
- * TracModPython if you use the mod_python method.
+ * TracCgi if you use the CGI or FastCGI web front ends.
+ * [wiki:TracModWSGI] if you use the Apache mod_wsgi web front end.
+ * TracModPython if you use the Apache mod_python web front end.
+
+
+== Automatic reference to the SVN changesets in Trac tickets ==
+
+You can configure SVN to automatically add a reference to the changeset into the ticket comments, whenever changes are committed to the repository. The description of the commit needs to contain one of the following formulas:
+ * '''`Refs #123`''' - to reference this changeset in `#123` ticket
+ * '''`Fixes #123`''' - to reference this changeset and close `#123` ticket with the default status ''fixed''
+
+This functionality requires a post-commit hook to be installed as described in [wiki:TracRepositoryAdmin#ExplicitSync TracRepositoryAdmin], and enabling the optional commit updater components by adding the following line to the `[components]` section of your [wiki:TracIni#components-section trac.ini], or enabling the components in the "Plugins" admin panel.
+{{{
+tracopt.ticket.commit_updater.* = enabled
+}}}
+For more information, see the documentation of the `CommitTicketUpdater` component in the "Plugins" admin panel.
 
 == Using Trac ==
 
-Once you have your Trac site up and running, you should be able to browse your subversion repository, create tickets, view the timeline, etc.
+Once you have your Trac site up and running, you should be able to create tickets, view the timeline, browse your version control repository if configured, etc.
 
 Keep in mind that anonymous (not logged in) users can by default access most but not all of the features. You will need to configure authentication and grant additional [wiki:TracPermissions permissions] to authenticated users to see the full set of features.
 
-''Enjoy!''
-
-[http://projects.edgewall.com/trac/wiki/TracTeam The Trac Team]
+'' Enjoy! ''
+
+[trac:TracTeam The Trac Team]
 
 ----
-See also:  TracGuide, TracCgi, TracFastCgi, TracModPython, TracUpgrade, TracPermissions
+See also: [trac:TracInstallPlatforms TracInstallPlatforms], TracGuide, TracCgi, TracFastCgi, TracModPython, [wiki:TracModWSGI], TracUpgrade, TracPermissions