Changes between Version 1 and Version 2 of TracInstall


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Timestamp:
Nov 19, 2009 3:10:44 PM (9 years ago)
Author:
trac
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  • TracInstall

    v1 v2  
    1 = Trac Installation Guide =
     1= Trac Installation Guide for 0.11 =
    22[[TracGuideToc]]
    33
    4 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.
    5 
    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 [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.
     4Trac 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.
     5
     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 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 ==
     9For 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{{{
     11sudo easy_install Trac
     12}}}
    713
    814== Requirements ==
     15The 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.
    916
    1017To install Trac, the following software packages must be installed:
    1118
    12  * [http://www.python.org/ Python], version >= 2.3.
    13    * Python 2.4 is not supported on Windows since there are no Subversion bindings available for it.
     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).
    1421   * For RPM-based systems you might also need the `python-devel` and `python-xml` packages.
    15  * [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]
    16    * 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).
    17    * If Subversion was already installed without the SWIG bindings, you'll need to re-`configure` Subversion and `make swig-py`, `make install-swig-py`.
    18  * [http://www.clearsilver.net/ ClearSilver], version >= 0.9.3
    19    * With python-bindings (`./configure --with-python=/usr/bin/python`)
    20 
    21 === For SQLite ===
    22 
    23  * [http://www.sqlite.org/ SQLite], version 2.8.x or 3.x
    24  * [http://pysqlite.org/ PySQLite]
    25    * version 1.0.x (for SQLite 2.8.x)
    26    * version 1.1.x or 2.x (for SQLite 3.x)
    27 
    28 === For PostgreSQL ===
     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)
     25 * 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]
     28
     29==== For SQLite ====
     30
     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]
     33
     34''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.''
     35
     36''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).''
     37
     38==== For PostgreSQL ====
    2939
    3040 * [http://www.postgresql.org/ PostgreSQL]
    31  * [http://initd.org/projects/psycopg1 psycopg1], [http://initd.org/projects/psycopg2 psycopg2], or [http://pypgsql.sourceforge.net/ pyPgSQL]
    32 
    33 === Optional Requirements ===
    34 
     41 * [http://initd.org/projects/psycopg2 psycopg2]
     42 * See [trac:wiki:DatabaseBackend#Postgresql DatabaseBackend]
     43
     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.
     45
     46==== For MySQL ====
     47
     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.
     49
     50 * [http://mysql.com/ MySQL], version 4.1 or later
     51 * [http://sf.net/projects/mysql-python MySQLdb], version 1.2.1 or later
     52
     53== Optional Requirements ==
     54
     55==== 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].
     64
     65==== Web Server ====
    3566 * A CGI-capable web server (see TracCgi), or
    3667 * 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.
    3771 * [http://httpd.apache.org/ Apache] with [http://www.modpython.org/ mod_python 3.1.3+] (see TracModPython)
    38  * [http://peak.telecommunity.com/DevCenter/setuptools setuptools], version >= 0.5a13 for using plugins (see TracPlugins)
    39  * [http://docutils.sourceforge.net/ docutils], version >= 0.3.3 for WikiRestructuredText.
    40  * [http://silvercity.sourceforge.net/ SilverCity] and/or [http://www.gnu.org/software/enscript/enscript.html Enscript] for [wiki:TracSyntaxColoring syntax highlighting].
    41 
    42 '''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].
    43 
    44 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.
     72    * When installing mod_python the development versions of Python and Apache are required (actually the libraries and header files)
     73
     74For 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.
     75
     76==== Other Python Utilities ====
     77 * [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.
     80
     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].
     82
     83Please 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!).
    4584
    4685== Installing Trac ==
    4786
    48 Like most Python programs, the Trac Python package is installed by running the following command at the top of the source directory:
     87One way to install Trac is using `setuptools`.
     88With setuptools you can install Trac from the subversion repository; for example,
     89to install release version 0.11 do:
     90{{{
     91easy_install http://svn.edgewall.org/repos/trac/tags/trac-0.11
     92}}}
     93
     94But of course the python-typical setup at the top of the source directory also works:
    4995{{{
    5096$ python ./setup.py install
     
    5399''Note: you'll need root permissions or equivalent for this step.''
    54100
    55 This will byte-compile the python source code and install it in the `site-packages` directory
    56 of your Python installation. The directories `cgi-bin`, `templates`, `htdocs`, `wiki-default` and `wiki-macros` are all copied to `$prefix/share/trac/.`
     101This will byte-compile the python source code and install it as an .egg file or folder in the `site-packages` directory
     102of your Python installation. The .egg will also contain all other resources needed by standard Trac, such as htdocs and templates.
    57103
    58104The 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.
    59105
    60 === Advanced Users ===
     106==== Advanced Options ====
    61107
    62108To install Trac to a custom location, or find out about other advanced installation options, run:
    63109{{{
    64 $ python ./setup.py --help
    65 }}}
     110easy_install --help
     111}}}
     112
     113Also see [http://docs.python.org/inst/inst.html Installing Python Modules] for detailed information.
    66114
    67115Specifically, you might be interested in:
    68116{{{
    69 $ python ./setup.py install --prefix=/path/you/want
    70 }}}
    71 
     117easy_install --prefix=/path/to/installdir
     118}}}
     119or, if installing Trac to a Mac OS X system:
     120{{{
     121easy_install --prefix=/usr/local --install-dir=/Library/Python/2.5/site-packages
     122}}}
     123
     124The 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.
    72125
    73126== Creating a Project Environment ==
     
    77130A new environment is created using [wiki:TracAdmin trac-admin]:
    78131{{{
    79 $ trac-admin /path/to/trac_project_env initenv
    80 }}}
    81 
    82 [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.
     132$ trac-admin /path/to/myproject initenv
     133}}}
     134
     135[wiki:TracAdmin trac-admin] will prompt you for the information it needs to create the environment, such as the name of the project, the type and the path to an existing [wiki:TracEnvironment#SourceCodeRepository source code 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. Leaving the path to the source code repository empty will disable any functionality related to version control, but you can always add that back when the basic system is running.
    83136
    84137Also note that the values you specify here can be changed later by directly editing the [wiki:TracIni] configuration file.
    85138
    86 ''Note: The user account under which the web server runs will require write permissions to the environment
    87 directory and all the files inside.''
    88 
     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:''
     140
     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'''
    89144
    90145== Running the Standalone Server ==
     
    92147After having created a Trac environment, you can easily try the web interface by running the standalone server [wiki:TracStandalone tracd]:
    93148{{{
    94 $ tracd --port 8000 /path/to/projectenv
    95 }}}
    96 
    97 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.
     149$ tracd --port 8000 /path/to/myproject
     150}}}
     151
     152Then, 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}}}
    98156
    99157
    100158== Running Trac on a Web Server ==
    101159
    102 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.
     160Trac 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
     162If 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
     164Trac 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
     168Some 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.
    103169
    104170== Configuring Authentication ==
    105171
    106 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:
     172The 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:
    107173
    108174 * TracStandalone if you use the standalone server, `tracd`.
     
    110176 * TracModPython if you use the mod_python method.
    111177
     178== Automatic reference to the SVN changesets in Trac tickets ==
     179
     180You 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
     184All 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
     186If 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
     194Next 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{{{
     197REPOS="$1"
     198REV="$2"
     199TRAC_ENV="/path/to/your/trac/project"
     200
     201/usr/bin/python /usr/local/bin/trac-post-commit-hook -p "$TRAC_ENV" -r "$REV"
     202}}}
     203
     204Make 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
    112212== Using Trac ==
    113213
     
    116216Keep 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.
    117217
    118 ''Enjoy!''
    119 
    120 [http://projects.edgewall.com/trac/wiki/TracTeam The Trac Team]
     218'' Enjoy! ''
     219
     220[trac:TracTeam The Trac Team]
    121221
    122222----
    123 See also:  TracGuide, TracCgi, TracFastCgi, TracModPython, TracUpgrade, TracPermissions
     223See also:  TracInstallPlatforms, TracGuide, TracCgi, TracFastCgi, TracModPython, [wiki:TracModWSGI], TracUpgrade, TracPermissions