Changes between Version 3 and Version 4 of TracInstall


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Timestamp:
11/06/10 11:32:40 (3 years ago)
Author:
trac
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  • TracInstall

    v3 v4  
    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 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. 
    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. 
     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 (''omitting 'sudo' if not applicable'') 
     16{{{ 
     17sudo easy_install Trac 
     18}}} 
     19to install Trac, SQLite, and Genshi. 
     20 
    721 
    822== 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. 
    924 
    1025To install Trac, the following software packages must be installed: 
    1126 
    12  * [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). 
    1329   * For RPM-based systems you might also need the `python-devel` and `python-xml` packages. 
    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`) 
     30   * See instructions in [trac:wiki:TracOnWindows/Python2.5 TracOnWindows/Python2.5] 
     31 * [wiki: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) 
    1833 * You also need a database system and the corresponding python drivers for it. 
    19    The database can be either SQLite, PostgreSQL or MySQL ''(experimental)''. 
    20  
    21 === For SQLite === 
    22  
    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.'' 
    27  
    28 ''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.'' 
    29  
    30 ''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).'' 
    31  
    32 === For PostgreSQL === 
     34   The database can be either SQLite, PostgreSQL or MySQL. 
     35 * Optional if some plugins require it: [http://www.clearsilver.net/ ClearSilver] 
     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 ==== 
    3360 
    3461 * [http://www.postgresql.org/ PostgreSQL] 
    35  * [http://initd.org/projects/psycopg2 psycopg2] or [http://pypgsql.sourceforge.net/ pyPgSQL] 
    36  
    37 ''Note: PostgreSQL support requires Trac version 0.9 or later.'' 
    38  
    39 === For MySQL === 
    40  
    41 '''Warning''': MySQL support is currently experimental. That means it works for some people, but has not been tested extensively yet. 
    42  
    43  * [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) 
    4470 * [http://sf.net/projects/mysql-python MySQLdb], version 1.2.1 or later 
    4571 
    46 ''Note: MySQL support requires Trac version 0.10 or later.'' 
    47  
    48 === 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 == 
    4976 
    5077==== Version Control System ==== 
    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]. 
     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]. 
    5586 
    5687==== Web Server ==== 
    5788 * A CGI-capable web server (see TracCgi), or 
    5889 * a [http://www.fastcgi.com/ FastCGI]-capable web server (see TracFastCgi), or 
     90 * an [http://tomcat.apache.org/connectors-doc/ajp/ajpv13a.html AJP]-capable web server (see [trac:TracOnWindowsIisAjp TracOnWindowsIisAjp]), or 
     91 * [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 
     92    * 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. 
    5993 * [http://httpd.apache.org/ Apache] with [http://www.modpython.org/ mod_python 3.1.3+] (see TracModPython) 
    6094    * When installing mod_python the development versions of Python and Apache are required (actually the libraries and header files) 
    6195 
    62 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. 
     96For 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. 
    6397 
    6498==== Other Python Utilities ==== 
    65  * [http://peak.telecommunity.com/DevCenter/setuptools setuptools], version >= 0.6 for using plugins (see TracPlugins) 
    6699 * [http://docutils.sourceforge.net/ docutils], version >= 0.3.9 for WikiRestructuredText. 
    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. 
    69  
    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]. 
    71  
    72 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,  
    73 there are still some pages that are about Trac 0.8). 
     100 * [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. 
     101 * [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. 
     102 
     103'''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]. 
     104 
     105Please 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!). 
    74106 
    75107== Installing Trac == 
    76108 
    77 Like most Python programs, the Trac Python package is installed by running the following command at the top of the source directory: 
     109One way to install Trac is using `setuptools`. 
     110With setuptools you can install Trac from the subversion repository; for example, 
     111to install release version 0.11 do: 
     112{{{ 
     113easy_install http://svn.edgewall.org/repos/trac/tags/trac-0.11 
     114}}} 
     115 
     116But of course the python-typical setup at the top of the source directory also works: 
    78117{{{ 
    79118$ python ./setup.py install 
     
    82121''Note: you'll need root permissions or equivalent for this step.'' 
    83122 
    84 This will byte-compile the python source code and install it in the `site-packages` directory 
    85 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]''). 
     123This will byte-compile the python source code and install it as an .egg file or folder in the `site-packages` directory 
     124of your Python installation. The .egg will also contain all other resources needed by standard Trac, such as htdocs and templates. 
    86125 
    87126The 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. 
    88127 
    89 === Advanced Options === 
     128==== Advanced Options ==== 
    90129 
    91130To install Trac to a custom location, or find out about other advanced installation options, run: 
    92131{{{ 
    93 $ python ./setup.py install --help 
     132easy_install --help 
    94133}}} 
    95134 
     
    98137Specifically, you might be interested in: 
    99138{{{ 
    100 $ python ./setup.py install --prefix=/path/to/installdir 
    101 }}} 
     139easy_install --prefix=/path/to/installdir 
     140}}} 
     141or, if installing Trac to a Mac OS X system: 
     142{{{ 
     143easy_install --prefix=/usr/local --install-dir=/Library/Python/2.5/site-packages 
     144}}} 
     145 
     146The 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. 
    102147 
    103148== Creating a Project Environment == 
     
    114159Also note that the values you specify here can be changed later by directly editing the [wiki:TracIni] configuration file. 
    115160 
    116 ''Note: The user account under which the web server runs will require write permissions to the environment 
    117 directory and all the files inside.'' 
    118  
     161''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:'' 
     162 
     163  chown -R apache.apache /path/to/myproject 
    119164 
    120165== Running the Standalone Server == 
     
    125170}}} 
    126171 
    127 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. 
    128  
     172Then, 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: 
     173{{{ 
     174$ tracd -s --port 8000 /path/to/myproject 
     175}}} 
    129176 
    130177== Running Trac on a Web Server == 
    131178 
    132 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. 
     179Trac 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. 
     180 
     181If 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. 
     182 
     183Trac also supports [trac:TracOnWindowsIisAjp AJP] which may be your choice if you want to connect to IIS. 
     184 
     185==== Generating the Trac cgi-bin directory ==== 
     186 
     187In 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]. 
     188 
     189There 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: 
     190{{{ 
     191mkdir -p /usr/share/trac/projects/my-project 
     192trac-admin /usr/share/trac/projects/my-project initenv 
     193trac-admin /usr/share/trac/projects/my-project deploy /tmp/deploy 
     194mv /tmp/deploy/* /usr/share/trac 
     195}}} 
     196 
     197==== Setting up the Plugin Cache ==== 
     198 
     199Some 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. 
    133200 
    134201== Configuring Authentication == 
     
    140207 * TracModPython if you use the mod_python method. 
    141208 
     209== Automatic reference to the SVN changesets in Trac tickets == 
     210 
     211You 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: 
     212 * '''Refs #123''' - to reference this changeset in #123 ticket 
     213 * '''Fixes #123''' - to reference this changeset and close #123 ticket with the default status ''fixed'' 
     214 
     215All 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. 
     216 
     217If 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: 
     218 
     219{{{ 
     220$ cd /path/to/svn/repository/hooks 
     221$ mv post-commit.tmpl post-commit 
     222$ chmod 755 post-commit 
     223}}} 
     224 
     225Next 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: 
     226 
     227{{{ 
     228REPOS="$1" 
     229REV="$2" 
     230TRAC_ENV="/path/to/your/trac/project" 
     231 
     232/usr/bin/python /usr/local/bin/trac-post-commit-hook -p "$TRAC_ENV" -r "$REV" 
     233}}} 
     234 
     235Make 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]. 
     236 
     237 
     238== Platform-specifics installations == 
     239 
     240 * See [trac:TracInstallPlatforms TracInstallPlatforms] 
     241  
     242 
    142243== Using Trac == 
    143244 
     
    148249'' Enjoy! '' 
    149250 
    150 [http://projects.edgewall.com/trac/wiki/TracTeam The Trac Team] 
     251[trac:TracTeam The Trac Team] 
    151252 
    152253---- 
    153 See also:  TracGuide, TracCgi, TracFastCgi, TracModPython, TracUpgrade, TracPermissions 
     254See also: [trac:TracInstallPlatforms TracInstallPlatforms], TracGuide, TracCgi, TracFastCgi, TracModPython, [wiki:TracModWSGI], TracUpgrade, TracPermissions 
     255