Changes between Version 3 and Version 4 of TracInstall


Ignore:
Timestamp:
Mar 5, 2012 2:35:09 PM (10 years ago)
Author:
trac
Comment:

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  • TracInstall

    v3 v4  
    44Trac 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.
    55
    6 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 **first** have installed the optional package [#OtherPythonPackages Babel]. Lacking Babel, you will only get the default english version, as usual. If you install Babel later on, you will need to re-install Trac.
     6Since 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 **first** have installed the optional package [#OtherPythonPackages Babel]. Lacking Babel, you will only get the default English version, as usual. If you install Babel later on, you will need to re-install Trac.
    77
    88If you're interested in contributing new translations for other languages or enhance the existing translations, then please have a look at [trac:wiki:TracL10N TracL10N].
    99
    10 What 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.
     10What 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 [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.
    1111
    1212[[PageOutline(2-3,Installation Steps,inline)]]
     
    1717
    1818 * [http://www.python.org/ Python], version >= 2.4 and < 3.0
    19    (note that we dropped the support for Python 2.3 in this release)
     19   //(note that we dropped the support for Python 2.3 in this release and that this will be the last Trac release supporting Python 2.4)//
    2020 * [http://peak.telecommunity.com/DevCenter/setuptools setuptools], version >= 0.6
    21  * [http://genshi.edgewall.org/wiki/Download Genshi], version >= 0.6
     21 * [http://genshi.edgewall.org/wiki/Download Genshi], version >= 0.6 (but < 0.7dev, i.e. don't use Genshi trunk)
    2222
    2323You also need a database system and the corresponding python bindings.
     
    5555
    5656You need to install the database and its Python bindings:
    57  * [http://www.postgresql.org/ PostgreSQL]
     57 * [http://www.postgresql.org/ PostgreSQL], version 8.0 or later
    5858 * [http://pypi.python.org/pypi/psycopg2 psycopg2]
    5959
     
    7575
    7676===== Subversion =====
    77  * [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.
    78 
    79 There are [http://subversion.apache.org/packages.html pre-compiled SWIG bindings] available for various platforms. (Good luck finding precompiled SWIG bindings for any Windows package at that listing. TracSubversion points you to [http://alagazam.net Algazam], which works for me under Python 2.6.)
    80 
    81 Note that Trac '''doesn't''' use [http://pysvn.tigris.org/ PySVN], neither does it work yet with the newer `ctype`-style bindings. [Is there a ticket for implementing ctype bindings?]
    82 
    83 
    84 '''Please note:''' if using Subversion, Trac must be installed on the '''same machine'''. Remote repositories are currently [trac:ticket:493 not supported].
     77
     78[http://subversion.apache.org/ Subversion] 1.5.x or 1.6.x and the '''''corresponding''''' Python bindings.
     79
     80There are [http://subversion.apache.org/packages.html pre-compiled SWIG bindings] available for various platforms. See also the TracSubversion page for details about Windows packages.
     81
     82Older versions starting from 1.4.0, etc. should still work. For troubleshooting information, check the [trac:TracSubversion#Troubleshooting TracSubversion] page. Versions prior to 1.4.0 won't probably work since trac uses svn core functionality (e.g. svn_path_canonicalize) that is not implemented in the python swig wrapper in svn <= 1.3.x (although it exists in the svn lib itself).
     83
     84Note that Trac '''doesn't''' use [http://pysvn.tigris.org/ PySVN], neither does it work yet with the newer `ctype`-style bindings.
     85
     86'''Please note:''' if using Subversion, Trac must be installed on the '''same machine'''. Remote repositories are currently [trac:#493 not supported].
    8587
    8688
     
    9496Alternatively you configure Trac to run in any of the following environments.
    9597 * [http://httpd.apache.org/ Apache] with
    96    - [http://code.google.com/p/modwsgi/ mod_wsgi], see [wiki:TracModWSGI] and
    97      http://code.google.com/p/modwsgi/wiki/IntegrationWithTrac
    98    - [http://modpython.org/ mod_python 3.3.1], deprecated: see TracModPython)
    99  * a [http://www.fastcgi.com/ FastCGI]-capable web server (see TracFastCgi)
    100  * an [http://tomcat.apache.org/connectors-doc/ajp/ajpv13a.html AJP]-capable web
    101    server (see [trac:TracOnWindowsIisAjp])
    102  * a CGI-capable web server (see TracCgi), '''but usage of Trac as a cgi script
    103    is highly discouraged''', better use one of the previous options.
     98   - [http://code.google.com/p/modwsgi/ mod_wsgi], see [wiki:TracModWSGI] (preferred)
     99   - //[http://modpython.org/ mod_python 3.3.1], see TracModPython (deprecated)//
     100 * any [http://www.fastcgi.com/ FastCGI]-capable web server, see TracFastCgi
     101 * any [http://tomcat.apache.org/connectors-doc/ajp/ajpv13a.html AJP]-capable web
     102   server, see [trac:TracOnWindowsIisAjp]
     103 * IIS with [http://code.google.com/p/isapi-wsgi/ Isapi-wsgi], see [trac:TracOnWindowsIisIsapi]
     104 * //as a last resort, a CGI-capable web server (see TracCgi), but usage of Trac as a cgi script
     105   is highly discouraged, better use one of the previous options.//
    104106   
    105107
    106108==== Other Python Packages ====
    107109
    108  * [http://babel.edgewall.org Babel], version >= 0.9.5,
     110 * [http://babel.edgewall.org Babel], version 0.9.5,
    109111   needed for localization support[[BR]]
    110112   ''Note: '' If you want to be able to use the Trac interface in other languages, then make sure you first have installed the optional package Babel. Lacking Babel, you will only get the default english version, as usual. If you install Babel later on, you will need to re-install Trac.
     
    132134A few examples:
    133135
    134  - install Trac 0.12:
     136 - first install of the latest stable version Trac 0.12.2, with i18n support:
    135137   {{{
    136    easy_install Trac==0.12
     138   easy_install Babel==0.9.5
     139   easy_install Trac
    137140   }}}
    138 
    139  - install latest development version 0.12dev:
     141   ''It's very important to run the two `easy_install` commands separately, otherwise the message catalogs won't be generated.''
     142
     143 - upgrade to the latest stable version of Trac:
    140144   {{{
    141    easy_install Trac==dev
     145   easy_install -U Trac
    142146   }}}
    143    Note that in this case you won't have the possibility to run a localized version of Trac;
    144    either use a released version or install from source
    145 
    146 === Using `pip`
     147
     148 - upgrade to the latest trunk development version (0.13dev):
     149   {{{
     150   easy_install -U Trac==dev
     151   }}}
     152
     153For upgrades, reading the TracUpgrade page is mandatory, of course.
     154
     155=== From source
     156If you want more control, you can download the source in archive form, or do a checkout from one of the official [[Trac:TracRepositories|source code repositories]].
     157
     158Be sure to have the prerequisites already installed. You can also obtain the Genshi and Babel source packages from http://www.edgewall.org and follow for them a similar installation procedure, or you can just `easy_install` those, see [#Usingeasy_install above].
     159
     160Once you've unpacked the Trac archive or performed the checkout, move in the top-level folder and do:
     161{{{
     162$ python ./setup.py install
     163}}}
     164
     165You'll need root permissions or equivalent for this step.
     166
     167This will byte-compile the python source code and install it as an .egg file or folder in the `site-packages` directory
     168of your Python installation. The .egg will also contain all other resources needed by standard Trac, such as htdocs and templates.
     169
     170The 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.
     171
     172If you install from source and want to make Trac available in other languages, make sure  Babel is installed. Only then, perform the `install` (or simply redo the `install` once again afterwards if you realize Babel was not yet installed):
     173{{{
     174$ python ./setup.py install
     175}}}
     176Alternatively, you can do a `bdist_egg` and copy the .egg from dist/ to the place of your choice, or you can create a Windows installer (`bdist_wininst`).
     177
     178=== Advanced Options ===
     179
     180==== Custom location with `easy_install`
     181
     182To install Trac to a custom location, or find out about other advanced installation options, run:
     183{{{
     184easy_install --help
     185}}}
     186
     187Also see [http://docs.python.org/inst/inst.html Installing Python Modules] for detailed information.
     188
     189Specifically, you might be interested in:
     190{{{
     191easy_install --prefix=/path/to/installdir
     192}}}
     193or, if installing Trac to a Mac OS X system:
     194{{{
     195easy_install --prefix=/usr/local --install-dir=/Library/Python/2.5/site-packages
     196}}}
     197Note: 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
     198
     199The 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.
     200
     201==== Using `pip`
    147202'pip' is an easy_install replacement that is very useful to quickly install python packages.
    148203To get a trac installation up and running in less than 5 minutes:
    149204
    150 Assuming you want to have your entire pip installation in /opt/user/trac
     205Assuming you want to have your entire pip installation in /opt/user/trac:
    151206
    152207 -
     
    162217Make sure your OS specific headers are available for pip to automatically build PostgreSQL (libpq-dev) or MySQL (libmysqlclient-dev) bindings.
    163218
    164 pip will automatically resolve all dependencies (like Genshi, pygments, etc.) and download the latest packages on pypi.python.org and create a self contained installation in /opt/user/trac
    165 
    166 All commands (tracd, trac-admin) are available in /opt/user/trac/bin . This can also be leveraged for mod_python (using PythonHandler directive) and mod_wsgi (using WSGIDaemonProcess directive)
     219pip will automatically resolve all dependencies (like Genshi, pygments, etc.) and download the latest packages on pypi.python.org and create a self contained installation in /opt/user/trac .
     220
     221All commands (tracd, trac-admin) are available in /opt/user/trac/bin. This can also be leveraged for mod_python (using !PythonHandler directive) and mod_wsgi (using WSGIDaemonProcess directive)
    167222
    168223Additionally, you can install several trac plugins (listed [http://pypi.python.org/pypi?:action=search&term=trac&submit=search here]) through pip.
    169224
    170 
    171 
    172 === From source
    173 Of course, using the python-typical setup at the top of the source directory also works.
    174 
    175 You can obtain the source for a .tar.gz or .zip file corresponding to a release (e.g. Trac-0.12.tar.gz), or you can get the source directly from the repository (see [trac:SubversionRepository] for details).
    176 
    177 {{{
    178 $ python ./setup.py install
    179 }}}
    180 
    181 ''You'll need root permissions or equivalent for this step.''
    182 
    183 This will byte-compile the python source code and install it as an .egg file or folder in the `site-packages` directory
    184 of your Python installation. The .egg will also contain all other resources needed by standard Trac, such as htdocs and templates.
    185 
    186 The 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.
    187 
    188 If you install from source and want to make Trac available in other languages, make sure  Babel is installed. Only then, perform the `install` (or simply redo the `install` once again afterwards if you realize Babel was not yet installed):
    189 {{{
    190 $ python ./setup.py install
    191 }}}
    192 Alternatively, you can do a `bdist_egg` and copy the .egg from dist/ to the place of your choice, or you can create a Windows installer (`bdist_wininst`).
    193 
    194 === Advanced Options ===
    195 
    196 To install Trac to a custom location, or find out about other advanced installation options, run:
    197 {{{
    198 easy_install --help
    199 }}}
    200 
    201 Also see [http://docs.python.org/inst/inst.html Installing Python Modules] for detailed information.
    202 
    203 Specifically, you might be interested in:
    204 {{{
    205 easy_install --prefix=/path/to/installdir
    206 }}}
    207 or, if installing Trac to a Mac OS X system:
    208 {{{
    209 easy_install --prefix=/usr/local --install-dir=/Library/Python/2.5/site-packages
    210 }}}
    211 Note: 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
    212 
    213 The above will place your `tracd` and `trac-admin` commands into `/usr/local/bin` and will install the Trac libraries and dependencies into `/Library/Python/2.5/site-packages`, which is Apple's preferred location for third-party Python application installations.
    214225
    215226
     
    237248}}}
    238249
    239 == Running the Standalone Server ==
     250{{{#!div class=important
     251'''Warning:''' Please only use ASCII-characters for account name and project path, unicode characters are not supported there.
     252}}}
     253
     254
     255== Deploying Trac
     256
     257=== Running the Standalone Server ===
    240258
    241259After having created a Trac environment, you can easily try the web interface by running the standalone server [wiki:TracStandalone tracd]:
     
    249267}}}
    250268
    251 == Running Trac on a Web Server ==
    252 
    253 Trac 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.
    254 
    255 Trac also supports [trac:TracOnWindowsIisAjp AJP] which may be your choice if you want to connect to IIS.
    256 
    257 ==== Generating the Trac cgi-bin directory ====
     269=== Running Trac on a Web Server ===
     270
     271Trac provides various options for connecting to a "real" web server:
     272 - [wiki:TracFastCgi FastCGI]
     273 - [wiki:TracModWSGI mod_wsgi]
     274 - //[wiki:TracModPython mod_python] (no longer recommended, as mod_python is not actively maintained anymore)//
     275 - //[wiki:TracCgi CGI] (should not be used, as the performance is far from optimal)//
     276
     277Trac also supports [trac:TracOnWindowsIisAjp AJP] which may be your choice if you want to connect to IIS. Other deployment scenarios are possible: [trac:TracNginxRecipe nginx], [http://projects.unbit.it/uwsgi/wiki/Example#Traconapacheinasub-uri uwsgi], [trac:TracOnWindowsIisIsapi Isapi-wsgi] etc.
     278
     279==== Generating the Trac cgi-bin directory ==== #cgi-bin
    258280
    259281In 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].
     
    267289}}}
    268290
     291
     292==== Mapping Static Resources ====
     293
     294Out of the box, Trac will pass static resources such as style sheets or images through itself. For anything but a tracd only based deployment, this is far from optimal as the web server could be set up to directly serve those static resources (for CGI setup, this is '''highly undesirable''' and will cause abysmal performance).
     295
     296Web servers such as [http://httpd.apache.org/ Apache] allow you to create “Aliases” to resources, giving them a virtual URL that doesn't necessarily reflect the layout of the servers file system. We also can map requests for static resources directly to the directory on the file system, avoiding processing these requests by Trac itself.
     297
     298There are two primary URL paths for static resources - `/chrome/common` and `/chrome/site`. Plugins can add their own resources, usually accessible by `/chrome/<plugin>` path, so its important to override only known paths and not try to make universal `/chrome` alias for everything.
     299
     300Note that in order to get those static resources on the filesystem, you need first to extract the relevant resources from Trac using the [TracAdmin trac-admin]` <environment> deploy` command:
     301[[TracAdminHelp(deploy)]]
     302
     303The target `<directory>` will then contain an `htdocs` directory with:
     304 - `site/` - a copy of the environment's directory `htdocs/`
     305 - `common/` - the static resources of Trac itself
     306 - `<plugins>/` - one directory for each resource directory managed by the plugins enabled for this environment
     307
     308===== Example: Apache and `ScriptAlias` ===== #ScriptAlias-example
     309
     310Assuming the deployment has been done this way:
     311{{{
     312$ trac-admin /var/trac/env deploy /path/to/trac/htdocs/common
     313}}}
     314
     315Add the following snippet to Apache configuration ''before'' the `ScriptAlias` or `WSGIScriptAlias` (which map all the other requests to the Trac application), changing paths to match your deployment:
     316{{{
     317Alias /trac/chrome/common /path/to/trac/htdocs/common
     318Alias /trac/chrome/site /path/to/trac/htdocs/site
     319
     320<Directory "/path/to/www/trac/htdocs">
     321  Order allow,deny
     322  Allow from all
     323</Directory>
     324}}}
     325
     326If using mod_python, you might want to add this too (otherwise, the alias will be ignored):
     327{{{
     328<Location "/trac/chrome/common/">
     329  SetHandler None
     330</Location>
     331}}}
     332
     333Note that we mapped `/trac` part of the URL to the `trac.*cgi` script, and the path `/trac/chrome/common` is the path you have to append to that location to intercept requests to the static resources.
     334
     335Similarly, if you have static resources in a project's `htdocs` directory (which is referenced by `/trac/chrome/site` URL in themes), you can configure Apache to serve those resources (again, put this ''before'' the `ScriptAlias` or `WSGIScriptAlias` for the .*cgi scripts, and adjust names and locations to match your installation):
     336{{{
     337Alias /trac/chrome/site /path/to/projectenv/htdocs
     338
     339<Directory "/path/to/projectenv/htdocs">
     340  Order allow,deny
     341  Allow from all
     342</Directory>
     343}}}
     344
     345Alternatively to aliasing `/trac/chrome/common`, you can tell Trac to generate direct links for those static resources (and only those), using the [[wiki:TracIni#trac-section| [trac] htdocs_location]] configuration setting:
     346{{{
     347[trac]
     348htdocs_location = http://static.example.org/trac-common/
     349}}}
     350Note that this makes it easy to have a dedicated domain serve those static resources (preferentially [http://code.google.com/speed/page-speed/docs/request.html#ServeFromCookielessDomain cookie-less]).
     351
     352Of course, you still need to make the Trac `htdocs/common` directory available through the web server at the specified URL, for example by copying (or linking) the directory into the document root of the web server:
     353{{{
     354$ ln -s /path/to/trac/htdocs/common /var/www/static.example.org/trac-common
     355}}}
     356
     357
    269358==== Setting up the Plugin Cache ====
    270359
     
    273362== Configuring Authentication ==
    274363
    275 The 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:
    276 
    277  * TracStandalone if you use the standalone server, `tracd`.
    278  * TracCgi if you use the CGI or FastCGI web front ends.
    279  * [wiki:TracModWSGI] if you use the Apache mod_wsgi web front end.
    280  * TracModPython if you use the Apache mod_python web front end.
    281 
    282 
    283 == Automatic reference to the SVN changesets in Trac tickets ==
     364Trac uses HTTP authentication. You'll need to configure your webserver to request authentication when the `.../login` URL is hit (the virtual path of the "login" button). Trac will automatically pick the REMOTE_USER variable up after you provide your credentials. Therefore, all user management goes through your web server configuration. Please consult the documentation of your web server for more info.
     365
     366The process of adding, removing, and configuring user accounts for authentication depends on the specific way you run Trac.
     367
     368Please refer to one of the following sections:
     369 * TracStandalone#UsingAuthentication if you use the standalone server, `tracd`.
     370 * [wiki:TracModWSGI#ConfiguringAuthentication TracModWSGI#ConfiguringAuthentication] if you use the Apache web server, with any of its front end: `mod_wsgi` of course, but the same instructions applies also for `mod_python`, `mod_fcgi` or `mod_fastcgi`.
     371 * TracFastCgi if you're using another web server with FCGI support (Cherokee, Lighttpd, !LiteSpeed, nginx)
     372
     373== Granting admin rights to the admin user
     374Grant admin rights to user admin:
     375{{{
     376$ trac-admin /path/to/myproject permission add admin TRAC_ADMIN
     377}}}
     378This user will have an "Admin" entry menu that will allow you to admin your trac project.
     379
     380== Finishing the install
     381
     382=== Automatic reference to the SVN changesets in Trac tickets ===
    284383
    285384You 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:
     
    293392For more information, see the documentation of the `CommitTicketUpdater` component in the "Plugins" admin panel.
    294393
    295 == Using Trac ==
     394=== Using Trac ===
    296395
    297396Once 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.
    298397
    299 Keep 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.
     398Keep in mind that //anonymous// (not logged in) users can by default access only a few of the features, in particular they will have a read-only access to the resources. You will need to configure authentication and grant additional [wiki:TracPermissions permissions] to authenticated users to see the full set of features.
    300399
    301400'' Enjoy! ''
     
    304403
    305404----
    306 See also: [trac:TracInstallPlatforms TracInstallPlatforms], TracGuide, TracCgi, TracFastCgi, TracModPython, [wiki:TracModWSGI], TracUpgrade, TracPermissions
     405See also: [trac:TracInstallPlatforms TracInstallPlatforms], TracGuide, TracUpgrade, TracPermissions