Changes between Version 5 and Version 6 of TracInstall


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Timestamp:
01/24/11 13:44:21 (15 years ago)
Author:
trac
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  • TracInstall

    v5 v6  
    1  
    2 = Trac Installation Guide =  
     1= Trac Installation Guide for 0.11 =  
    32[[TracGuideToc]] 
    43 
    5 Trac 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. 
    6  
    7 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. 
     4 
     5Trac is written in the Python programming language and needs a database, [http://sqlite.org/ SQLite], [http://postgresql.org/ PostgreSQL], [http://mysql.com/ MySQL]. For HTML rendering, Trac uses the [http://genshi.edgewall.org Genshi] templating system. 
     6 
     7What 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. 
     8 
     9See TracUpgrade for instructions on how to upgrade an existing installation. 
     10 
     11 
     12== Quick Install a Released Version == 
     13For a quick install, first make sure you have [http://python.org/download Python] (2.3-2.6) and [http://peak.telecommunity.com/DevCenter/EasyInstall#installing-easy-install easy_install]. 
     14 
     15Then enter (''omit 'sudo' if not applicable'') 
     16{{{ 
     17sudo easy_install Trac 
     18}}} 
     19to install Trac, SQLite, and Genshi. 
     20 
    821 
    922== Requirements == 
     23The 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. 
    1024 
    1125To install Trac, the following software packages must be installed: 
    1226 
    13  * [http://www.python.org/ Python], version >= 2.3. 
     27 * [http://www.python.org/ Python], version >=2.3 (<3.0) 
     28   * 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). 
    1429   * For RPM-based systems you might also need the `python-devel` and `python-xml` packages. 
    15    * 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. 
    16     * 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. 
    17  * [http://www.clearsilver.net/ ClearSilver], version >= 0.9.3 
    18    * With python-bindings (`./configure --with-python=/usr/bin/python`) 
     30   * See instructions in [trac:wiki:TracOnWindows/Python2.5 TracOnWindows/Python2.5] 
     31 * [trac:wiki:setuptools setuptools], version >= 0.6 
     32 * [http://genshi.edgewall.org/wiki/Download Genshi], version >= 0.5 (was version >= 0.4.1 on previous 0.11 release candidates) 
    1933 * You also need a database system and the corresponding python drivers for it. 
    20    The database can be either SQLite, PostgreSQL or MySQL ''(experimental)''. 
    21  
    22 === For SQLite === 
    23  
    24  * [http://www.sqlite.org/ SQLite], version 2.8.x or 3.x (preferred) 
    25  * [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] 
    26  
    27 ''Note: Versions of Trac prior to 0.9 do '''not''' work with PySQLite 2.x.'' 
    28  
    29 ''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.'' 
    30  
    31 ''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).'' 
    32  
    33 === For PostgreSQL === 
     34   The database can be either SQLite, PostgreSQL or MySQL. 
     35 * Optional if some plugins require it: [http://www.clearsilver.net/ ClearSilver] (for information on installing ClearSilver refer to the [wiki:0.10/TracInstall#Requirements 0.10/TracInstall] page and the Trac:ClearSilver page). 
     36 
     37==== For SQLite ==== 
     38 
     39If you're using Python 2.5 or 2.6, you already have everything you need. 
     40 
     41If you're using Python 2.3 or 2.4 and need pysqlite, you can download from  
     42[http://code.google.com/p/pysqlite/downloads/list google code] the Windows 
     43installers or the tar.gz archive for building from source:  
     44{{{ 
     45$ tar xvfz <version>.tar.gz  
     46$ cd <version>  
     47$ python setup.py build_static install  
     48}}} 
     49  
     50That way, the latest SQLite version will be downloaded and built into the  
     51bindings.  
     52 
     53If you're still using SQLite 2.x, you'll need pysqlite 1.0.x, although this  
     54package is not easy to find anymore. For SQLite 3.x, try not to use 
     55pysqlite 1.1.x, which has been deprecated in favor of pysqlite 2.x. 
     56 
     57See additional information in [trac:PySqlite PySqlite]. 
     58 
     59==== For PostgreSQL ==== 
    3460 
    3561 * [http://www.postgresql.org/ PostgreSQL] 
    36  * [http://initd.org/projects/psycopg2 psycopg2] or [http://pypgsql.sourceforge.net/ pyPgSQL] 
    37  
    38 ''Note: PostgreSQL support requires Trac version 0.9 or later.'' 
    39  
    40 === For MySQL === 
    41  
    42 '''Warning''': MySQL support is currently experimental. That means it works for some people, but has not been tested extensively yet. 
    43  
    44  * [http://mysql.com/ MySQL], version 4.1 or later 
     62 * [http://initd.org/projects/psycopg2 psycopg2] 
     63 * See [trac:wiki:DatabaseBackend#Postgresql DatabaseBackend] 
     64 
     65'''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. 
     66 
     67==== For MySQL ==== 
     68 
     69 * [http://mysql.com/ MySQL], version 4.1 or later ([http://askmonty.org/wiki/index.php/MariaDB MariaDB] might work as well) 
    4570 * [http://sf.net/projects/mysql-python MySQLdb], version 1.2.1 or later 
    4671 
    47 ''Note: MySQL support requires Trac version 0.10 or later.'' 
    48  
    49 === Optional Requirements === 
     72See [trac:MySqlDb MySqlDb] for more detailed information. 
     73It is ''very'' important to read carefully that page before creating the database. 
     74 
     75== Optional Requirements == 
    5076 
    5177==== Version Control System ==== 
    52  * [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] 
    53    * 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). 
    54    * If Subversion was already installed without the SWIG bindings, you'll need to re-`configure` Subversion and `make swig-py`, `make install-swig-py`. 
    55  * 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]. 
     78 
     79'''Please note:''' if using Subversion, Trac must be installed on the '''same machine'''. Remote repositories are currently not supported (although Windows UNC paths such as {{{\\machine_name\path\to\svn}}} do work). 
     80 
     81 * [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] 
     82   * 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). 
     83   * 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`. 
     84   * There are [http://subversion.tigris.org/servlets/ProjectDocumentList?folderID=91 pre-compiled bindings] available for win32.  
     85 * Support for other version control systems is provided via third-parties. See [trac:PluginList PluginList] and [trac:VersioningSystemBackend VersioningSystemBackend]. 
    5686 
    5787==== Web Server ==== 
     88One of the following web servers: 
    5889 * A CGI-capable web server (see TracCgi), or 
    5990 * a [http://www.fastcgi.com/ FastCGI]-capable web server (see TracFastCgi), or 
     91 * an [http://tomcat.apache.org/connectors-doc/ajp/ajpv13a.html AJP]-capable web server (see [trac:TracOnWindowsIisAjp TracOnWindowsIisAjp]), or 
     92 * [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) or 
     93    * 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. 
     94    * You shouldn't use aliases for svn repos. For example, project located at /usr/local/www/trac, http://host/trac. And you want url http://host/trac/svn to point to the repo. You should define symlink ''ln -s /path/to/your/repo /usr/loca/www/trac/svn'', because with ''httpd.conf:Alias /trac/svn /path/to/your/repo'' repo will be unaccessible via http. 
    6095 * [http://httpd.apache.org/ Apache] with [http://www.modpython.org/ mod_python 3.1.3+] (see TracModPython) 
    6196    * When installing mod_python the development versions of Python and Apache are required (actually the libraries and header files) 
    6297 
    63 For 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. 
     98For those stuck with Apache 1.3, it is also possible to get Trac working with [http://www.modpython.org/ mod_python 2.7] (see [trac:wiki:TracModPython2.7 TracModPython2.7]). This guide hasn't been updated since 0.84, so it may or may not work. 
    6499 
    65100==== Other Python Utilities ==== 
    66  * [http://peak.telecommunity.com/DevCenter/setuptools setuptools], version >= 0.6 for using plugins (see TracPlugins) 
    67101 * [http://docutils.sourceforge.net/ docutils], version >= 0.3.9 for WikiRestructuredText. 
    68  * [http://silvercity.sourceforge.net/ SilverCity] and/or [http://www.gnu.org/software/enscript/enscript.html Enscript] for [wiki:TracSyntaxColoring syntax highlighting]. 
    69     * 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. 
    70  
    71 '''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]. 
    72  
    73 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. Keep in mind however that the information there might concern older versions of Trac than the one you're installing (in particular,  
    74 there are still some pages that are about Trac 0.8). 
     102 * [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. 
     103 * [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. 
     104 
     105'''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]. 
     106 
     107Please 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!). 
    75108 
    76109== Installing Trac == 
    77110 
    78 Like most Python programs, the Trac Python package is installed by running the following command at the top of the source directory: 
     111One way to install Trac is using `setuptools`. 
     112With setuptools you can install Trac from the subversion repository; for example, 
     113to install release version 0.11 do: 
     114{{{ 
     115easy_install http://svn.edgewall.org/repos/trac/tags/trac-0.11 
     116}}} 
     117 
     118But of course the python-typical setup at the top of the source directory also works: 
    79119{{{ 
    80120$ python ./setup.py install 
     
    83123''Note: you'll need root permissions or equivalent for this step.'' 
    84124 
    85 This will byte-compile the python source code and install it in the `site-packages` directory 
    86 of 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]''). 
     125This will byte-compile the python source code and install it as an .egg file or folder in the `site-packages` directory 
     126of your Python installation. The .egg will also contain all other resources needed by standard Trac, such as htdocs and templates. 
    87127 
    88128The 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. 
    89129 
    90 === Advanced Options === 
     130==== Advanced Options ==== 
    91131 
    92132To install Trac to a custom location, or find out about other advanced installation options, run: 
    93133{{{ 
    94 $ python ./setup.py install --help 
     134easy_install --help 
    95135}}} 
    96136 
     
    99139Specifically, you might be interested in: 
    100140{{{ 
    101 $ python ./setup.py install --prefix=/path/to/installdir 
    102 }}} 
     141easy_install --prefix=/path/to/installdir 
     142}}} 
     143or, if installing Trac to a Mac OS X system: 
     144{{{ 
     145easy_install --prefix=/usr/local --install-dir=/Library/Python/2.5/site-packages 
     146}}} 
     147 
     148The 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. 
    103149 
    104150== Creating a Project Environment == 
     
    115161Also note that the values you specify here can be changed later by directly editing the [wiki:TracIni] configuration file. 
    116162 
    117 ''Note: The user account under which the web server runs will require write permissions to the environment 
    118 directory and all the files inside.'' 
    119  
     163''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:'' 
     164 
     165  chown -R apache.apache /path/to/myproject 
    120166 
    121167== Running the Standalone Server == 
     
    126172}}} 
    127173 
    128 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. 
    129  
     174Then, 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: 
     175{{{ 
     176$ tracd -s --port 8000 /path/to/myproject 
     177}}} 
    130178 
    131179== Running Trac on a Web Server == 
    132180 
    133 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. 
     181Trac 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. 
     182 
     183If 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. 
     184 
     185Trac also supports [trac:TracOnWindowsIisAjp AJP] which may be your choice if you want to connect to IIS. 
     186 
     187==== Generating the Trac cgi-bin directory ==== 
     188 
     189In 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]. 
     190 
     191There 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: 
     192{{{ 
     193mkdir -p /usr/share/trac/projects/my-project 
     194trac-admin /usr/share/trac/projects/my-project initenv 
     195trac-admin /usr/share/trac/projects/my-project deploy /tmp/deploy 
     196mv /tmp/deploy/* /usr/share/trac 
     197}}} 
     198 
     199==== Setting up the Plugin Cache ==== 
     200 
     201Some 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. 
    134202 
    135203== Configuring Authentication == 
     
    141209 * TracModPython if you use the mod_python method. 
    142210 
     211== Automatic reference to the SVN changesets in Trac tickets == 
     212 
     213You 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: 
     214 * '''Refs #123''' - to reference this changeset in #123 ticket 
     215 * '''Fixes #123''' - to reference this changeset and close #123 ticket with the default status ''fixed'' 
     216 
     217All 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. 
     218 
     219If 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: 
     220 
     221{{{ 
     222$ cd /path/to/svn/repository/hooks 
     223$ mv post-commit.tmpl post-commit 
     224$ chmod 755 post-commit 
     225}}} 
     226 
     227Next 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: 
     228 
     229{{{ 
     230REPOS="$1" 
     231REV="$2" 
     232TRAC_ENV="/path/to/your/trac/project" 
     233 
     234/usr/bin/python /usr/local/bin/trac-post-commit-hook -p "$TRAC_ENV" -r "$REV" 
     235}}} 
     236 
     237Make 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 [trac:source:branches/0.11-stable/contrib/trac-post-commit-hook branches/0.11-stable/contrib/trac-post-commit-hook]. 
     238 
     239 
     240== Platform-specifics installations == 
     241 
     242 * See [trac:TracInstallPlatforms TracInstallPlatforms] 
     243  
     244 
    143245== Using Trac == 
    144246 
     
    149251'' Enjoy! '' 
    150252 
    151 [http://projects.edgewall.com/trac/wiki/TracTeam The Trac Team] 
     253[trac:TracTeam The Trac Team] 
    152254 
    153255---- 
    154 See also:  TracGuide, TracCgi, TracFastCgi, TracModPython, TracUpgrade, TracPermissions 
     256See also: [trac:TracInstallPlatforms TracInstallPlatforms], TracGuide, TracCgi, TracFastCgi, TracModPython, [wiki:TracModWSGI], TracUpgrade, TracPermissions 
     257