Changes between Version 1 and Version 2 of TracInstall


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Timestamp:
09/10/09 19:34:27 (15 years ago)
Author:
trac
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  • TracInstall

    v1 v2  
    1 = Trac Installation Guide for 0.11 =
     1= Trac Installation Guide =
    22[[TracGuideToc]]
    33
    4 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.
     4Trac is a lightweight project management tool that is implemented as a web-based application. Trac is written in the Python programming language and needs a database (either [http://sqlite.org/ SQLite], [http://www.postgresql.org/ PostgreSQL], or [http://mysql.com/ MySQL] works). For HTML rendering, Trac uses the [http://www.clearsilver.net/ ClearSilver] templating system.
    55
    6 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 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.
    7 
    8 == Short - Install a released version ==
    9 For the quick install, make sure you have [http://python.org Python-2.5], [http://peak.telecommunity.com/DevCenter/EasyInstall#installing-easy-install easy_install] and SQlite-3.3.4 installed (or above). (You also might want to install python-dev to build genshi)
    10 {{{
    11 sudo easy_install Trac
    12 }}}
     6What 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.
    137
    148== Requirements ==
    15 The hardware requirements for running Trac obviously depend on the expected data volume (number of wiki pages, tickets, revisions) and traffic. Very small projects will run fine with a 500MHz processor and 128MB RAM using SQLite. In general, the more RAM, the better. A fast hard disk also helps.
    169
    1710To install Trac, the following software packages must be installed:
    1811
    19  * [http://www.python.org/ Python], version >= 2.3
    20    * if using mod_python together with xml-related things, use python-2.5. expat is namespaced there and does not cause apache to crash any more(see [http://www.dscpl.com.au/wiki/ModPython/Articles/ExpatCausingApacheCrash here] for details).
     12 * [http://www.python.org/ Python], version >= 2.3.
    2113   * For RPM-based systems you might also need the `python-devel` and `python-xml` packages.
    22    * See instructions in ["TracOnWindows/Python2.5"]
    23  * [http://peak.telecommunity.com/DevCenter/setuptools setuptools], version >= 0.6
    24  * [http://genshi.edgewall.org/wiki/Download Genshi], version >= 0.5 (was version >= 0.4.1 on previous 0.11 release candidates)
     14   * If you want to use Trac with Subversion on Windows, note that there are no precompiled Subversion bindings for Python 2.4, so you probably need Python 2.3.
     15    * 2006-09-20: This seems to be no longer true, see http://subversion.tigris.org/servlets/ProjectDocumentList?folderID=91. For subversion 1.4.0 python 2.4 binary bindings are available.
     16 * [http://www.clearsilver.net/ ClearSilver], version >= 0.9.3
     17   * With python-bindings (`./configure --with-python=/usr/bin/python`)
    2518 * You also need a database system and the corresponding python drivers for it.
    26    The database can be either SQLite, PostgreSQL or ''MySQL (experimental)''.
    27  * Optional if some plugins require it: [http://www.clearsilver.net/ ClearSilver]
     19   The database can be either SQLite, PostgreSQL or MySQL ''(experimental)''.
    2820
    29 ==== For SQLite ====
     21=== For SQLite ===
    3022
    31  * [http://www.sqlite.org/ SQLite], version 3.3.4 and above preferred (note: it is preinstalled in Python 2.5.2).
    32  * If not using Python-2.5: [http://pysqlite.org/ PySQLite], version 1.x (for SQLite 2.x) or version 2.x (for SQLite 3.x), version 2.3.2 preferred. For details see [trac:PySqlite PySqlite]
     23 * [http://www.sqlite.org/ SQLite], version 2.8.x or 3.x (preferred)
     24 * [http://pysqlite.org/ PySQLite], version 1.x (for SQLite 2.x) or version 2.x (for SQLite 3.x). For details see [http://trac.edgewall.org/wiki/PySqlite PySqlite]
     25
     26''Note: Versions of Trac prior to 0.9 do '''not''' work with PySQLite 2.x.''
    3327
    3428''Note: It appears that PySQLite 2.x is required for Trac 0.9+/SQLite 3.x if you plan to use the 'trac-post-commit-hook.py' script available from the 'contrib' section of the source repository.''
     
    3630''Note: Users of Mac OS X please take care; the Apple-supplied SQLite contains additional code to support file locking on network filesystems like AFP or SMB. This is not presently (3.3.6) in the mainline sources, so if you build your own SQLite from source it will not function correctly on such filesystems - typically it gives the error "{{{database is locked}}}". [http://www.alastairs-place.net/2006/07/sqlite_and_mac/ A patch] is available for version 3.3.6, based on Apple's code, otherwise you're probably best off using the Apple supplied version (presently 3.1.3).''
    3731
    38 ==== For PostgreSQL ====
     32=== For PostgreSQL ===
    3933
    4034 * [http://www.postgresql.org/ PostgreSQL]
    41  * [http://initd.org/projects/psycopg2 psycopg2]
    42  * See [trac:wiki:DatabaseBackend#Postgresql DatabaseBackend]
     35 * [http://initd.org/projects/psycopg2 psycopg2] or [http://pypgsql.sourceforge.net/ pyPgSQL]
    4336
    44 '''Warning''': PostgreSQL 8.3 uses a strict type checking mechanism. To use Trac with the 8.3 Version of PostgreSQL, you will need [http://trac.edgewall.org/changeset/6512 trac-0.11] or later.
     37''Note: PostgreSQL support requires Trac version 0.9 or later.''
    4538
    46 ==== For MySQL ====
     39=== For MySQL ===
    4740
    48 '''Warning''': MySQL support is currently ''still'' experimental. That means it works for some people, but several issues remain, in particular regarding the use of unicode and the key length in the repository cache. See [trac:MySqlDb MySqlDb] for more detailed information.
     41'''Warning''': MySQL support is currently experimental. That means it works for some people, but has not been tested extensively yet.
    4942
    5043 * [http://mysql.com/ MySQL], version 4.1 or later
    5144 * [http://sf.net/projects/mysql-python MySQLdb], version 1.2.1 or later
    5245
    53 == Optional Requirements ==
     46''Note: MySQL support requires Trac version 0.10 or later.''
     47
     48=== Optional Requirements ===
    5449
    5550==== Version Control System ====
    56 
    57 '''Please note:''' if using Subversion, Trac must be installed on the '''same machine'''. Remote repositories are currently not supported.
    58 
    59  * [http://subversion.tigris.org/ Subversion], version >= 1.0. (versions recommended: 1.2.4, 1.3.2 or 1.4.2) and the '''''corresponding''''' Python bindings. For troubleshooting, check [trac:TracSubversion TracSubversion]
    60    * Trac uses the [http://svnbook.red-bean.com/svnbook-1.1/ch08s02.html#svn-ch-8-sect-2.3 SWIG] bindings included in the Subversion distribution, '''not''' [http://pysvn.tigris.org/ PySVN] (which is sometimes confused with the standard SWIG bindings).
    61    * If Subversion was already installed without the SWIG bindings, on Unix you'll need to re-`configure` Subversion and `make swig-py`, `make install-swig-py`.
    62    * There are [http://subversion.tigris.org/servlets/ProjectDocumentList?folderID=91 pre-compiled bindings] available for win32.
    63  * Support for other version control systems is provided via third-parties. See [trac:PluginList PluginList] and [trac:VersioningSystemBackend VersioningSystemBackend].
     51 * [http://subversion.tigris.org/ Subversion], version >= 1.0. (either 1.2.3 or >= 1.3.1 recommended) and corresponding [http://svnbook.red-bean.com/svnbook-1.1/ch08s02.html#svn-ch-8-sect-2.3 Python bindings]. For troubleshooting, check [http://projects.edgewall.com/trac/wiki/TracSubversion TracSubversion]
     52   * 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).
     53   * If Subversion was already installed without the SWIG bindings, you'll need to re-`configure` Subversion and `make swig-py`, `make install-swig-py`.
     54 * Support for other version control systems is provided via third-parties. See [http://projects.edgewall.com/trac/wiki/PluginList PluginList] and [http://projects.edgewall.com/trac/wiki/VersioningSystemBackend VersioningSystemBackend].
    6455
    6556==== Web Server ====
    6657 * A CGI-capable web server (see TracCgi), or
    6758 * a [http://www.fastcgi.com/ FastCGI]-capable web server (see TracFastCgi), or
    68  * an [http://tomcat.apache.org/connectors-doc/ajp/ajpv13a.html AJP]-capable web server (see [trac:TracOnWindowsIisAjp TracOnWindowsIisAjp]), or
    69  * [http://httpd.apache.org/ Apache] with [http://code.google.com/p/modwsgi/ mod_wsgi] (see [wiki:TracModWSGI] or http://code.google.com/p/modwsgi/wiki/IntegrationWithTrac)
    70     * This should work with Apache 1.3, 2.0 or 2.2 and promises to deliver more performance than using mod_python. A little less mature than mod_python.
    7159 * [http://httpd.apache.org/ Apache] with [http://www.modpython.org/ mod_python 3.1.3+] (see TracModPython)
    7260    * When installing mod_python the development versions of Python and Apache are required (actually the libraries and header files)
    7361
    74 For those stuck with Apache 1.3, it is also possible to get Trac working with [http://www.modpython.org/ mod_python 2.7] (see [wiki:TracModPython2.7 TracModPython2.7]). This guide hasn't been updated since 0.84, so it may or may not work.
     62For those stuck with Apache 1.3, it is also possible to get Trac 0.8.4 working with [http://www.modpython.org/ mod_python 2.7] (see [wiki:TracModPython2.7 TracModPython2.7]). This hasn't been tested with Trac 0.9, so it may or may not work.
    7563
    7664==== Other Python Utilities ====
     65 * [http://peak.telecommunity.com/DevCenter/setuptools setuptools], version >= 0.6 for using plugins (see TracPlugins)
    7766 * [http://docutils.sourceforge.net/ docutils], version >= 0.3.9 for WikiRestructuredText.
    78  * [http://pygments.pocoo.org Pygments] for '''syntax highlighting''', although [http://silvercity.sourceforge.net/ SilverCity] >= 0.9.7 and/or [http://gnu.org/software/enscript/enscript.html GNU Enscript] are also possible. Refer to TracSyntaxColoring for details.
    79  * [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.
     67 * [http://silvercity.sourceforge.net/ SilverCity] and/or [http://www.gnu.org/software/enscript/enscript.html Enscript] for [wiki:TracSyntaxColoring syntax highlighting].
     68    * Note that !SilverCity 0.9.6 has a [http://sourceforge.net/tracker/index.php?func=detail&aid=1424436&group_id=45693&atid=443739 bug] that breaks Python syntax highlighting in Trac. Until an update is made available, we recommend using version 0.9.5.
    8069
    81 '''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].
     70'''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].
    8271
    83 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!).
     72Please 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. Keep in mind however that the information there might concern older versions of Trac than the one you're installing (in particular,
     73there are still some pages that are about Trac 0.8).
    8474
    8575== Installing Trac ==
    8676
    87 One way to install Trac is using `setuptools`.
    88 With setuptools you can install Trac from the subversion repository; for example,
    89 to install release version 0.11 do:
    90 {{{
    91 easy_install http://svn.edgewall.org/repos/trac/tags/trac-0.11
    92 }}}
    93 
    94 But of course the python-typical setup at the top of the source directory also works:
     77Like most Python programs, the Trac Python package is installed by running the following command at the top of the source directory:
    9578{{{
    9679$ python ./setup.py install
     
    9982''Note: you'll need root permissions or equivalent for this step.''
    10083
    101 This will byte-compile the python source code and install it as an .egg file or folder in the `site-packages` directory
    102 of your Python installation. The .egg will also contain all other resources needed by standard Trac, such as htdocs and templates.
     84This will byte-compile the python source code and install it in the `site-packages` directory
     85of your Python installation. The directories `cgi-bin`, `templates`, `htdocs`, `wiki-default` and `wiki-macros` are all copied to `$prefix/share/trac/`. `conf` and `plugins` stub directories are also created under `$prefix/share/trac/` (''since [milestone:0.10]'').
    10386
    10487The 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.
    10588
    106 ==== Advanced Options ====
     89=== Advanced Options ===
    10790
    10891To install Trac to a custom location, or find out about other advanced installation options, run:
    10992{{{
    110 easy_install --help
     93$ python ./setup.py install --help
    11194}}}
    11295
     
    11598Specifically, you might be interested in:
    11699{{{
    117 easy_install --prefix=/path/to/installdir
     100$ python ./setup.py install --prefix=/path/to/installdir
    118101}}}
    119 or, if installing Trac to a Mac OS X system:
    120 {{{
    121 easy_install --prefix=/usr/local --install-dir=/Library/Python/2.5/site-packages
    122 }}}
    123 
    124 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.
    125102
    126103== Creating a Project Environment ==
     
    137114Also note that the values you specify here can be changed later by directly editing the [wiki:TracIni] configuration file.
    138115
    139 ''Note: The user account under which the web server runs will require write permissions to the environment directory and all the files inside.  On Linux, with the web server running as user apache and group apache, enter:''
     116''Note: The user account under which the web server runs will require write permissions to the environment
     117directory and all the files inside.''
    140118
    141   chown -R apache.apache /path/to/myproject
    142 
    143 '''Warning: If the trac.cgi files are not installed where you expect, then the current documentation is insufficient; it might be necessary to use the 'deploy' command in trac-admin.  See tickets http://trac.edgewall.org/ticket/7312 and possibly http://trac.edgewall.org/ticket/6827'''
    144119
    145120== Running the Standalone Server ==
     
    150125}}}
    151126
    152 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:
    153 {{{
    154 $ tracd -s --port 8000 /path/to/myproject
    155 }}}
     127Then, 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.
    156128
    157129
    158130== Running Trac on a Web Server ==
    159131
    160 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.
    161 
    162 If you're not afraid of running newer code, you can also try running Trac on [wiki:TracModWSGI mod_wsgi]. This should deliver even better performance than mod_python, but the module isn't as extensively tested as mod_python.
    163 
    164 Trac also supports [trac:TracOnWindowsIisAjp AJP] which may be your choice if you want to connect to IIS.
    165 
    166 ==== Setting up the Plugin Cache ====
    167 
    168 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.
     132Trac 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.
    169133
    170134== Configuring Authentication ==
     
    176140 * TracModPython if you use the mod_python method.
    177141
    178 == Automatic reference to the SVN changesets in Trac tickets ==
    179 
    180 You can configure SVN to automatically add a reference to the changeset into the ticket comments, whenever files are committed to the repository. The description of the commit needs to contain one of the following formulas:
    181  * '''Refs #123''' - to reference this changeset in #123 ticket
    182  * '''Fixes #123''' - to reference this changeset and close #123 ticket with the default status ''fixed''
    183 
    184 All you have to do is to edit the ''post-commit'' hook in your SVN repository and make it execute ''trac-post-commit-hook'' coming with Trac.
    185 
    186 If you are editing the ''post-commit'' hook for the first time you need to navigate to your SVN repository's hooks subfolder and rename existing there ''post-commit'' template:
    187 
    188 {{{
    189 $ cd /path/to/svn/repository/hooks
    190 $ mv post-commit.tmpl post-commit
    191 $ chmod 755 post-commit
    192 }}}
    193 
    194 Next open it in any text editor and add a line with path to the Trac environment connected with this SVN repository and another line executing the ''trac-post-commit-hook'' script:
    195 
    196 {{{
    197 REPOS="$1"
    198 REV="$2"
    199 TRAC_ENV="/path/to/your/trac/project"
    200 
    201 /usr/bin/python /usr/local/bin/trac-post-commit-hook -p "$TRAC_ENV" -r "$REV"
    202 }}}
    203 
    204 Make sure that ''trac-post-commit-hook'' exists in above path with execution permissions for the same user which SVN is running from. This script can be found in contrib subfolder of your Trac distribution and the latest version can be always downloaded from [source:trunk/contrib/trac-post-commit-hook].
    205 
    206 
    207 == Platform-specifics installations ==
    208 
    209  * See [trac:TracInstallPlatforms TracInstallPlatforms]
    210  
    211 
    212142== Using Trac ==
    213143
     
    218148'' Enjoy! ''
    219149
    220 [trac:TracTeam The Trac Team]
     150[http://projects.edgewall.com/trac/wiki/TracTeam The Trac Team]
    221151
    222152----
    223 See also:  TracInstallPlatforms, TracGuide, TracCgi, TracFastCgi, TracModPython, [wiki:TracModWSGI], TracUpgrade, TracPermissions
     153See also:  TracGuide, TracCgi, TracFastCgi, TracModPython, TracUpgrade, TracPermissions