Changes between Version 3 and Version 4 of TracInstall


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Timestamp:
May 6, 2010, 11:40:32 PM (14 years ago)
Author:
trac
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  • TracInstall

    v3 v4  
     1{{{
     2#!div style="margin-top: .5em; padding: 0 1em; background-color: #ffd; border:1px outset #ddc;"
     3
     4  '''NOTE: this page is for 0.12dev (trunk), the version currently in development. For installing previous Trac versions, please refer to [[0.11/TracInstall]]'''
     5}}}
    16= Trac Installation Guide for 0.12dev =
    2 {{{
    3 #!div style="margin-top: .5em; padding: 0 1em; background-color: #ffd; border:1px outset #ddc;"
    4 
    5   '''NOTE: this page is for 0.12dev (trunk), the version currently in development. For installing previous Trac versions, please refer to TracInstall (0.11)'''
    6 }}}
    77[[TracGuideToc]]
    88
    99Trac 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.
    1010
    11 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 have installed the optional package [#OtherPythonPackages Babel]. Pay attention to the extra steps for localization support in the [#InstallingTrac Installing Trac] section below. Note Trac can still be installed without Babel, but then you will only get the default english version, as usual.
     11Since 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 have installed the optional package [#OtherPythonPackages Babel]. Pay attention to the extra steps for localization support in the [#InstallingTrac Installing Trac] section below. Lacking Babel, you will only get the default english version, as usual.
    1212
    1313If you're interested in contributing new translations for other languages or enhance the existing translations, then please have a look at ["TracL10N"].
     
    1515What 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.
    1616
    17 
    18 == Prerequisites ==
    19 
     17[[PageOutline(2-3,Installation Steps,inline)]]
     18
     19== Dependencies ==
     20=== Mandatory Dependencies
    2021To install Trac, the following software packages must be installed:
    2122
    22  * [http://www.python.org/ Python], version >= 2.4 (we dropped the support for Python 2.3 in this release)
     23 * [http://www.python.org/ Python], version >= 2.4 and < 3.0
     24   (note that we dropped the support for Python 2.3 in this release)
    2325 * [http://peak.telecommunity.com/DevCenter/setuptools setuptools], version >= 0.6
    24  * [http://genshi.edgewall.org/wiki/Download Genshi], [genshi:source:trunk trunk], from svn, minimum required revision is [G1072].
    25  * You also need a database system and the corresponding python drivers for it.
    26    The database can be either SQLite, PostgreSQL or MySQL.
    27 
    28 === For SQLite ===
     26 * [http://genshi.edgewall.org/wiki/Download Genshi], version >= 0.6
     27
     28You also need a database system and the corresponding python bindings.
     29The database can be either SQLite, PostgreSQL or MySQL.
     30
     31==== For the SQLite database #ForSQLite
    2932
    3033If you're using Python 2.5 or 2.6, you already have everything you need.
     
    3942}}}
    4043 
    41 That way, the latest SQLite version will be downloaded and built into the
    42 bindings.
     44This will extract the SQLite code and build the bindings.
    4345
    4446SQLite 2.x is no longer supported. For SQLite 3.x, the pysqlite 1.1.x
     
    4749See additional information in [trac:PySqlite PySqlite].
    4850
    49 === For PostgreSQL ===
     51==== For the PostgreSQL database #ForPostgreSQL
    5052
    5153You need to install the database and its Python bindings:
    5254 * [http://www.postgresql.org/ PostgreSQL]
    53  * [http://initd.org/projects/psycopg2 psycopg2]
    54 
    55 See [trac:DatabaseBackend#Postgresql DatabaseBackend] for details
    56 
    57 
    58 === For MySQL ===
     55 * [http://pypi.python.org/pypi/psycopg2 psycopg2]
     56
     57See [trac:DatabaseBackend#Postgresql DatabaseBackend] for details.
     58
     59
     60==== For the MySQL database #ForMySQL
    5961
    6062Trac can now work quite well with MySQL, provided you follow the guidelines.
     
    6365 * [http://sf.net/projects/mysql-python MySQLdb], version 1.2.2 or later
    6466
    65 See [trac:MySqlDb MySqlDb] for more detailed information.
    66 It is ''very'' important to read carefully that page before creating the database.
    67 
    68 === Optional Requirements ===
     67It is '''very''' important to read carefully the  [trac:MySqlDb MySqlDb] page before creating the database.
     68
     69=== Optional Dependencies
    6970
    7071==== Version Control System ====
    7172
    7273===== Subversion =====
    73 '''Please note:''' if using Subversion, Trac must be installed on the '''same machine'''. Remote repositories are currently not supported.
    74 
    75  * [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]
    76    [[br]] ''FIXME'' upgrade the requirements; it makes no sense to still support 1.0 or even 1.3, as Subversion itself only still supports 1.4.x
    77    * 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), neither does it support the newer `ctype`-style bindings
    78    * 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`.
    79    * There are [http://subversion.tigris.org/servlets/ProjectDocumentList?folderID=91 pre-compiled bindings] available for win32.
     74 * [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.
     75
     76There 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
     77
     78
     79'''Please note:''' if using Subversion, Trac must be installed on the '''same machine'''. Remote repositories are currently [trac:ticket:493 not supported].
     80
    8081
    8182===== Others =====
     
    8485
    8586==== Web Server ====
     87A web server is optional because Trac is shipped with a server included, see the [#RunningtheStandaloneServer Running the Standalone Server ] section below.
     88
     89Alternatively you configure Trac to run in any of the following environments.
     90 * [http://httpd.apache.org/ Apache] with
     91   - [http://code.google.com/p/modwsgi/ mod_wsgi], see [wiki:TracModWSGI] and
     92     http://code.google.com/p/modwsgi/wiki/IntegrationWithTrac
     93   - [http://modpython.org/ mod_python 3.3.1], see TracModPython)
     94 * a [http://www.fastcgi.com/ FastCGI]-capable web server (see TracFastCgi)
     95 * an [http://tomcat.apache.org/connectors-doc/ajp/ajpv13a.html AJP]-capable web
     96   server (see [trac:TracOnWindowsIisAjp TracOnWindowsIisAjp])
    8697 * A CGI-capable web server (see TracCgi), '''but usage of Trac as a cgi script
    8798   is highly discouraged''', better use one of the following options,
    88  * a [http://www.fastcgi.com/ FastCGI]-capable web server (see TracFastCgi), or
    89  * an [http://tomcat.apache.org/connectors-doc/ajp/ajpv13a.html AJP]-capable web
    90    server (see [trac:TracOnWindowsIisAjp TracOnWindowsIisAjp]), or
    91  * [http://httpd.apache.org/ Apache] with
    92    - [http://code.google.com/p/modwsgi/ mod_wsgi], see [wiki:TracModWSGI] or
    93      http://code.google.com/p/modwsgi/wiki/IntegrationWithTrac
    94    - [http://modpython.org/ mod_python 3.3.1], see TracModPython)
    9599   
    96100
    97101==== Other Python Packages ====
    98102
    99  * [http://babel.edgewall.org Babel], version >= 0.9.4,
     103 * [http://babel.edgewall.org Babel], version >= 0.9.5,
    100104   needed for localization support
    101105 * [http://docutils.sourceforge.net/ docutils], version >= 0.3.9
     
    116120
    117121== Installing Trac ==
    118 
     122=== Using `easy_install`
    119123One way to install Trac is using `setuptools`.
    120 With setuptools you can install Trac from the subversion repository; for example,
    121 to install release version 0.12dev do:
    122 {{{
    123 easy_install http://svn.edgewall.org/repos/trac/trunk
    124 }}}
    125 
    126 But of course the python-typical setup at the top of the source directory also works:
     124With setuptools you can install Trac from the subversion repository;
     125
     126A few examples:
     127
     128 - install Trac 0.12 beta1::
     129   {{{
     130   easy_install Trac==0.12b1
     131   }}}
     132
     133 - install latest development version 0.12dev
     134   {{{
     135   easy_install Trac==dev
     136   }}}
     137   Note that in this case you won't have the possibility to run a localized version of Trac;
     138   either use a released version or install from source
     139
     140=== From source
     141Of course, using the python-typical setup at the top of the source directory also works.
     142
     143You can obtain the source for a .tar.gz or .zip file corresponding to a release (e.g. Trac-0.12b1.tar.gz), or you can get the source directly from the repository (see Trac:SubversionRepository for details).
     144
    127145{{{
    128146$ python ./setup.py install
    129147}}}
    130 See SubversionRepository for details about getting the source.
    131 
    132 ''Note 1: you'll need root permissions or equivalent for this step.'' [[br]]
    133 ''Note 2: installing from source is the preferred method if you want to have a localized version of Trac'' [[br]]
     148
     149''You'll need root permissions or equivalent for this step.''
    134150
    135151This will byte-compile the python source code and install it as an .egg file or folder in the `site-packages` directory
     
    138154The 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.
    139155
    140 If you want to make Trac available in other languages, make sure you have installed Babel and then run this additional step before doing the `install` (or simply redo the `install` afterwards):
     156If you install from source and want to make Trac available in other languages, make sure you have installed Babel and then run this additional step before doing the `install` (or simply redo the `install` afterwards):
    141157{{{
    142158$ python ./setup.py compile_catalog -f
     
    162178easy_install --prefix=/usr/local --install-dir=/Library/Python/2.5/site-packages
    163179}}}
     180Note: 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
    164181
    165182The 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.
     
    168185== Creating a Project Environment ==
    169186
    170 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.
     187A [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.
    171188
    172189A new environment is created using [wiki:TracAdmin trac-admin]:
     
    175192}}}
    176193
    177 [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.
    178 
    179 Also note that the values you specify here can be changed later by directly editing the [wiki:TracIni] configuration file.
    180 
    181 ''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:''
    182 
    183   chown -R apache.apache /path/to/myproject
     194[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.
     195
     196Using the default database connection string in particular will always work as long as you have SQLite installed.
     197For the other [DatabaseBackend database backends] you should plan ahead and already have a database ready to use at this point.
     198
     199Since 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.
     200
     201Also note that the values you specify here can be changed later by directly editing the [TracIni conf/trac.ini] configuration file.
     202
     203Finally, 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:
     204{{{
     205# chown -R apache.apache /path/to/myproject
     206}}}
    184207
    185208== Running the Standalone Server ==
     
    190213}}}
    191214
    192 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:
     215Then, 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:
    193216{{{
    194217$ tracd -s --port 8000 /path/to/myproject
     
    197220== Running Trac on a Web Server ==
    198221
    199 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.
    200 
     222Trac 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.
    201223
    202224Trac also supports [trac:TracOnWindowsIisAjp AJP] which may be your choice if you want to connect to IIS.
     
    204226==== Generating the Trac cgi-bin directory ====
    205227
    206 In order for Trac to function properly with FastCGI or mod_python, you need to have a trac.cgi file. This is an executable which loads the appropriate Python code. It can be generated using the `deploy` option of [wiki:TracAdmin trac-admin].
     228In 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].
    207229
    208230There 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:
     
    216238==== Setting up the Plugin Cache ====
    217239
    218 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.
     240Some 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.
    219241
    220242== Configuring Authentication ==
     
    223245
    224246 * TracStandalone if you use the standalone server, `tracd`.
    225  * TracCgi if you use the CGI or FastCGI methods.
    226  * TracModPython if you use the mod_python method.
    227 
     247 * TracCgi if you use the CGI or FastCGI web front ends.
     248 * [wiki:TracModWSGI] if you use the Apache mod_wsgi web front end.
     249 * TracModPython if you use the Apache mod_python web front end.
     250
     251
     252== Automatic reference to the SVN changesets in Trac tickets ==
     253
     254You 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:
     255 * '''`Refs #123`''' - to reference this changeset in `#123` ticket
     256 * '''`Fixes #123`''' - to reference this changeset and close `#123` ticket with the default status ''fixed''
     257
     258This 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.
     259{{{
     260tracopt.ticket.commit_updater.* = enabled
     261}}}
     262For more information, see the documentation of the `CommitTicketUpdater` component in the "Plugins" admin panel.
    228263
    229264== Using Trac ==
    230265
    231 Once you have your Trac site up and running, you should be able to browse your subversion repository, create tickets, view the timeline, etc.
     266Once 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.
    232267
    233268Keep 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.
     
    239274----
    240275See also: [trac:TracInstallPlatforms TracInstallPlatforms], TracGuide, TracCgi, TracFastCgi, TracModPython, [wiki:TracModWSGI], TracUpgrade, TracPermissions
    241