Changes between Version 4 and Version 5 of TracInstall


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Timestamp:
09/11/12 01:20:40 (2 years ago)
Author:
trac
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  • TracInstall

    v4 v5  
    1 = Trac Installation Guide for 0.12 =
     1= Trac Installation Guide for 1.0 =
    22[[TracGuideToc]]
    33
     
    88If you're interested in contributing new translations for other languages or enhance the existing translations, then please have a look at [[trac:TracL10N]].
    99
    10 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.
     10What 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 [trac: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.
    1111
    1212[[PageOutline(2-3,Installation Steps,inline)]]
     
    1616To install Trac, the following software packages must be installed:
    1717
    18  * [http://www.python.org/ Python], version >= 2.4 and < 3.0
    19    (note that we dropped the support for Python 2.3 in this release)
    20  * [http://peak.telecommunity.com/DevCenter/setuptools setuptools], version >= 0.6
    21  * [http://genshi.edgewall.org/wiki/Download Genshi], version >= 0.6
     18 * [http://www.python.org/ Python], version >= 2.5 and < 3.0
     19   (note that we dropped the support for Python 2.4 in this release)
     20 * [http://peak.telecommunity.com/DevCenter/setuptools setuptools], version >= 0.6, or better yet, [http://pypi.python.org/pypi/distribute distribute]
     21 * [http://genshi.edgewall.org/wiki/Download Genshi], version >= 0.6 (unreleased version 0.7dev should work as well)
    2222
    2323You also need a database system and the corresponding python bindings.
     
    2626==== For the SQLite database #ForSQLite
    2727
    28 If you're using Python 2.5 or 2.6, you already have everything you need.
    29 
    30 If you're using Python 2.4 and need pysqlite, you can download from
    31 [http://code.google.com/p/pysqlite/downloads/list google code] the Windows
    32 installers or the tar.gz archive for building from source:
     28As you must be using Python 2.5, 2.6 or 2.7, you already have the SQLite database bindings bundled with the standard distribution of Python (the `sqlite3` module).
     29
     30However, if you'd like, you can download the latest and greatest version of [[trac:Pysqlite]] from
     31[http://code.google.com/p/pysqlite/downloads/list google code], where you'll find the Windows
     32installers or the `tar.gz` archive for building from source:
    3333{{{
    3434$ tar xvfz <version>.tar.gz
     
    3737}}}
    3838 
    39 This will extract the SQLite code and build the bindings.
    40 
    41 SQLite 2.x is no longer supported. For SQLite 3.x, the pysqlite 1.1.x
    42 bindings are also no longer supported, use pysqlite 2.x.
     39This will download the latest SQLite code and build the bindings.
     40
     41SQLite 2.x is no longer supported.
     42
     43A known bug PySqlite versions 2.5.2-4 prohibits upgrade of trac databases
     44from 0.11.x to 0.12. Please use versions 2.5.5 and newer or 2.5.1 and
     45older. See #9434 for more detail.
    4346
    4447See additional information in [trac:PySqlite PySqlite].
     
    4750
    4851You need to install the database and its Python bindings:
    49  * [http://www.postgresql.org/ PostgreSQL]
     52 * [http://www.postgresql.org/ PostgreSQL], version 8.0 or later
    5053 * [http://pypi.python.org/pypi/psycopg2 psycopg2]
    5154
     
    6063 * [http://sf.net/projects/mysql-python MySQLdb], version 1.2.2 or later
    6164
    62 It is '''very''' important to read carefully the  [trac:MySqlDb MySqlDb] page before creating the database.
     65It is '''very''' important to read carefully the  [trac:MySqlDb] page before creating the database.
    6366
    6467=== Optional Dependencies
     
    6972 * [http://subversion.apache.org/ Subversion], 1.5.x or 1.6.x and the '''''corresponding''''' Python bindings. Older versions starting from 1.0, like 1.2.4, 1.3.2 or 1.4.2, etc. should still work. For troubleshooting information, check the [trac:TracSubversion#Troubleshooting TracSubversion] page.
    7073
    71 There are [http://subversion.apache.org/packages.html pre-compiled SWIG bindings] available for various platforms. Note that Trac '''doesn't''' use [http://pysvn.tigris.org/ PySVN], neither does it work yet with the newer `ctype`-style bindings
     74There 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.)
     75
     76Note that Trac '''doesn't''' use [http://pysvn.tigris.org/ PySVN], neither does it work yet with the newer `ctype`-style bindings.
    7277
    7378
     
    7782===== Others =====
    7883
    79 Support for other version control systems is provided via third-parties. See [trac:PluginList PluginList] and [trac:VersioningSystemBackend VersioningSystemBackend].
     84Support for other version control systems is provided via third-parties. See [trac:PluginList] and [trac:VersionControlSystem].
    8085
    8186==== Web Server ====
     
    8691   - [http://code.google.com/p/modwsgi/ mod_wsgi], see [wiki:TracModWSGI] and
    8792     http://code.google.com/p/modwsgi/wiki/IntegrationWithTrac
    88    - [http://modpython.org/ mod_python 3.3.1], see TracModPython)
     93   - [http://modpython.org/ mod_python 3.3.1], deprecated: see TracModPython)
    8994 * a [http://www.fastcgi.com/ FastCGI]-capable web server (see TracFastCgi)
    9095 * an [http://tomcat.apache.org/connectors-doc/ajp/ajpv13a.html AJP]-capable web
     
    97102
    98103 * [http://babel.edgewall.org Babel], version >= 0.9.5,
    99    needed for localization support
     104   needed for localization support (unreleased version 1.0dev should work as well)
    100105 * [http://docutils.sourceforge.net/ docutils], version >= 0.3.9
    101106   for WikiRestructuredText.
     
    109114   an internal time zone implementation.
    110115
    111 '''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 MailingList] or [trac:IrcChannel IrcChannel].
     116'''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].
    112117
    113118Please 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!).
     
    116121== Installing Trac ==
    117122=== Using `easy_install`
    118 One way to install Trac is using `setuptools`.
     123One way to install Trac is using [http://pypi.python.org/pypi/setuptools setuptools].
    119124With setuptools you can install Trac from the subversion repository;
    120125
    121126A few examples:
    122127
    123  - install Trac 0.12:
     128 - install Trac 1.0:
    124129   {{{
    125    easy_install Trac==0.12
     130   easy_install Trac==1.0
    126131   }}}
    127 
    128  - install latest development version 0.12dev:
     132   (NOT YET ENABLED)
     133 - install latest development version 1.0dev:
    129134   {{{
    130135   easy_install Trac==dev
     
    137142To get a trac installation up and running in less than 5 minutes:
    138143
    139 Assuming you want to have your entire pip installation in /opt/user/trac
     144Assuming you want to have your entire pip installation in `/opt/user/trac`
    140145
    141146 -
     
    151156Make sure your OS specific headers are available for pip to automatically build PostgreSQL (libpq-dev) or MySQL (libmysqlclient-dev) bindings.
    152157
    153 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
    154 
    155 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)
     158pip 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`.
     159
     160All 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)
    156161
    157162Additionally, you can install several trac plugins (listed [http://pypi.python.org/pypi?:action=search&term=trac&submit=search here]) through pip.
     
    162167Of course, using the python-typical setup at the top of the source directory also works.
    163168
    164 You can obtain the source for a .tar.gz or .zip file corresponding to a release (e.g. Trac-0.12.tar.gz), or you can get the source directly from the repository (see Trac:SubversionRepository for details).
     169You can obtain the source for a .tar.gz or .zip file corresponding to a release (e.g. Trac-1.0.tar.gz), or you can get the source directly from the repository (see Trac:SubversionRepository for details).
    165170
    166171{{{
     
    226231}}}
    227232
    228 == Running the Standalone Server ==
     233{{{#!div class=important
     234'''Warning:''' Please only use ASCII-characters for account name and project path, unicode characters are not supported there.
     235}}}
     236
     237
     238== Deploying Trac
     239
     240=== Running the Standalone Server ===
    229241
    230242After having created a Trac environment, you can easily try the web interface by running the standalone server [wiki:TracStandalone tracd]:
     
    238250}}}
    239251
    240 == Running Trac on a Web Server ==
    241 
    242 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.
    243 
    244 Trac also supports [trac:TracOnWindowsIisAjp AJP] which may be your choice if you want to connect to IIS.
    245 
    246 ==== Generating the Trac cgi-bin directory ====
     252=== Running Trac on a Web Server ===
     253
     254Trac provides various options for connecting to a "real" web server:
     255 - [wiki:TracFastCgi FastCGI]
     256 - [wiki:TracModWSGI mod_wsgi]
     257 - //[wiki:TracModPython mod_python] (no longer recommended, as mod_python is not actively maintained anymore)//
     258 - //[wiki:TracCgi CGI] (should not be used, as the performance is far from optimal)//
     259
     260Trac also supports [trac:TracOnWindowsIisAjp AJP] which may be your choice if you want to connect to IIS. Other deployment scenarios are possible: [trac:TracNginxRecipe nginx], [http://projects.unbit.it/uwsgi/wiki/Example#Traconapacheinasub-uri uwsgi], [trac:TracOnWindowsIisIsapi Isapi-wsgi] etc.
     261
     262==== Generating the Trac cgi-bin directory ==== #cgi-bin
    247263
    248264In 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].
     
    256272}}}
    257273
     274
     275==== Mapping Static Resources ====
     276
     277Out of the box, Trac will pass static resources such as style sheets or images through itself. For anything but a tracd only based deployment, this is far from optimal as the web server could be set up to directly serve those static resources (for CGI setup, this is '''highly undesirable''' and will cause abysmal performance).
     278
     279Web servers such as [http://httpd.apache.org/ Apache] allow you to create “Aliases” to resources, giving them a virtual URL that doesn't necessarily reflect the layout of the servers file system. We also can map requests for static resources directly to the directory on the file system, avoiding processing these requests by Trac itself.
     280
     281There are two primary URL paths for static resources - `/chrome/common` and `/chrome/site`. Plugins can add their own resources, usually accessible by `/chrome/<plugin>` path, so its important to override only known paths and not try to make universal `/chrome` alias for everything.
     282
     283Note that in order to get those static resources on the filesystem, you need first to extract the relevant resources from Trac using the [TracAdmin trac-admin]` <environment> deploy` command:
     284[[TracAdminHelp(deploy)]]
     285
     286The target `<directory>` will then contain an `htdocs` directory with:
     287 - `site/` - a copy of the environment's directory `htdocs/`
     288 - `common/` - the static resources of Trac itself
     289 - `<plugins>/` - one directory for each resource directory managed by the plugins enabled for this environment
     290
     291===== Example: Apache and `ScriptAlias` ===== #ScriptAlias-example
     292
     293Assuming the deployment has been done this way:
     294{{{
     295$ trac-admin /var/trac/env deploy /path/to/trac/htdocs/common
     296}}}
     297
     298Add the following snippet to Apache configuration ''before'' the `ScriptAlias` or `WSGIScriptAlias` (which map all the other requests to the Trac application), changing paths to match your deployment:
     299{{{
     300Alias /trac/chrome/common /path/to/trac/htdocs/common
     301Alias /trac/chrome/site /path/to/trac/htdocs/site
     302
     303<Directory "/path/to/www/trac/htdocs">
     304  Order allow,deny
     305  Allow from all
     306</Directory>
     307}}}
     308
     309If using mod_python, you might want to add this too (otherwise, the alias will be ignored):
     310{{{
     311<Location "/trac/chrome/common/">
     312  SetHandler None
     313</Location>
     314}}}
     315
     316Note that we mapped `/trac` part of the URL to the `trac.*cgi` script, and the path `/trac/chrome/common` is the path you have to append to that location to intercept requests to the static resources.
     317
     318Similarly, if you have static resources in a project's `htdocs` directory (which is referenced by `/trac/chrome/site` URL in themes), you can configure Apache to serve those resources (again, put this ''before'' the `ScriptAlias` or `WSGIScriptAlias` for the .*cgi scripts, and adjust names and locations to match your installation):
     319{{{
     320Alias /trac/chrome/site /path/to/projectenv/htdocs
     321
     322<Directory "/path/to/projectenv/htdocs">
     323  Order allow,deny
     324  Allow from all
     325</Directory>
     326}}}
     327
     328Alternatively to aliasing `/trac/chrome/common`, you can tell Trac to generate direct links for those static resources (and only those), using the [[wiki:TracIni#trac-section| [trac] htdocs_location]] configuration setting:
     329{{{
     330[trac]
     331htdocs_location = http://static.example.org/trac-common/
     332}}}
     333Note that this makes it easy to have a dedicated domain serve those static resources (preferentially [http://code.google.com/speed/page-speed/docs/request.html#ServeFromCookielessDomain cookie-less]).
     334
     335Of course, you still need to make the Trac `htdocs/common` directory available through the web server at the specified URL, for example by copying (or linking) the directory into the document root of the web server:
     336{{{
     337$ ln -s /path/to/trac/htdocs/common /var/www/static.example.org/trac-common
     338}}}
     339
     340
    258341==== Setting up the Plugin Cache ====
    259342
     
    262345== Configuring Authentication ==
    263346
    264 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:
    265 
    266  * TracStandalone if you use the standalone server, `tracd`.
    267  * TracCgi if you use the CGI or FastCGI web front ends.
    268  * [wiki:TracModWSGI] if you use the Apache mod_wsgi web front end.
    269  * TracModPython if you use the Apache mod_python web front end.
    270 
    271 
    272 == Automatic reference to the SVN changesets in Trac tickets ==
     347Trac uses HTTP authentication. You'll need to configure your webserver to request authentication when the `.../login` URL is hit (the virtual path of the "login" button). Trac will automatically pick the REMOTE_USER variable up after you provide your credentials. Therefore, all user management goes through your web server configuration. Please consult the documentation of your web server for more info.
     348
     349The process of adding, removing, and configuring user accounts for authentication depends on the specific way you run Trac.
     350
     351Please refer to one of the following sections:
     352 * TracStandalone#UsingAuthentication if you use the standalone server, `tracd`.
     353 * [wiki:TracModWSGI#ConfiguringAuthentication TracModWSGI#ConfiguringAuthentication] if you use the Apache web server, with any of its front end: `mod_wsgi` of course, but the same instructions applies also for `mod_python`, `mod_fcgi` or `mod_fastcgi`.
     354 * TracFastCgi if you're using another web server with FCGI support (Cherokee, Lighttpd, !LiteSpeed, nginx)
     355
     356== Granting admin rights to the admin user
     357Grant admin rights to user admin:
     358{{{
     359$ trac-admin /path/to/myproject permission add admin TRAC_ADMIN
     360}}}
     361This user will have an "Admin" entry menu that will allow you to admin your trac project.
     362
     363== Finishing the install
     364
     365=== Automatic reference to the SVN changesets in Trac tickets ===
    273366
    274367You 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:
     
    282375For more information, see the documentation of the `CommitTicketUpdater` component in the "Plugins" admin panel.
    283376
    284 == Using Trac ==
     377=== Using Trac ===
    285378
    286379Once 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.
    287380
    288 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.
     381Keep in mind that //anonymous// (not logged in) users can by default access only a few of the features, in particular they will have a read-only access to the resources. You will need to configure authentication and grant additional [wiki:TracPermissions permissions] to authenticated users to see the full set of features.
    289382
    290383'' Enjoy! ''
     
    293386
    294387----
    295 See also: [trac:TracInstallPlatforms TracInstallPlatforms], TracGuide, TracCgi, TracFastCgi, TracModPython, [wiki:TracModWSGI], TracUpgrade, TracPermissions
     388See also: [trac:TracInstallPlatforms TracInstallPlatforms], TracGuide, TracUpgrade, TracPermissions
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