Broken out separately, there are several conceptual pieces to a Roundup installation:
Roundup requires Python 2.3 or newer with a functioning anydbm module. Download the latest version from http://www.python.org/. It is highly recommended that users install the latest patch version of python as these contain many fixes to serious bugs.
Some variants of Linux will need an additional "python dev" package installed for Roundup installation to work. Debian and derivatives, are known to require this.
If you're on windows, you will either need to be using the ActiveState python distribution (at http://www.activestate.com/Products/ActivePython/), or you'll have to install the win32all package separately (get it from http://starship.python.net/crew/mhammond/win32/).
You may optionally install and use:
The Xapian full-text indexer is also supported and will be used by default if it is available. This is strongly recommended if you are anticipating a large number of issues (> 5000).
You may install Xapian at any time, even after a tracker has been installed and used. You will need to run the "roundup-admin reindex" command if the tracker has existing data.
Roundup requires Xapian newer than 0.9.2 - it may be necessary for you to install a snapshot. Snapshot "0.9.2_svn6532" has been tried successfully.
Some systems, such as Debian and NetBSD, already have Roundup installed. Try running the command "roundup-admin" with no arguments, and if it runs you may skip the Basic Installation Steps below and go straight to configuring your first tracker.
Download the latest version from http://roundup.sf.net/.
If you're using WinZIP's "classic" interface, make sure the "Use folder names" check box is checked before you extract the files.
If you just want to give Roundup a whirl Right Now, then simply run roundup-demo.
This will set up a simple demo tracker on your machine.1 When it's done, it'll print out a URL to point your web browser at so you may start playing. Three users will be set up:
|||Demo tracker is set up to be accessed by localhost browser. If you run demo on a server host, please stop the demo when it has shown startup notice, open file demo/config.ini with your editor, change host name in the web option in section [tracker], save the file, then re-run the demo program.|
Set aside 15-30 minutes. There's several steps to follow in your installation:
For information about how Roundup installs, see the administration guide.
To install the Roundup support code into your Python tree and Roundup scripts into /usr/bin (substitute that path for whatever is appropriate on your system). You need to have write permissions for these locations, eg. being root on unix:
python setup.py install
If you would like to place the Roundup scripts in a directory other than /usr/bin, then specify the preferred location with --install-scripts. For example, to install them in /opt/roundup/bin:
python setup.py install --install-scripts=/opt/roundup/bin
You can also use the --prefix option to use a completely different base directory, if you do not want to use administrator rights. If you choose to do this, you may have to change Python's search path (sys.path) yourself.
To create a Roundup tracker (necessary to do before you can use the software in any real fashion), you need to set up a "tracker home":
(Optional) If you intend to keep your roundup trackers under one top level directory which does not exist yet, you should create that directory now. Example:
Either add the Roundup script location to your PATH environment variable or specify the full path to the command in the next step.
Install a new tracker with the command roundup-admin install. You will be asked a series of questions. Descriptions of the provided templates can be found in choosing your template below. Descriptions of the available backends can be found in choosing your backend below. The questions will be something like (you may have more templates or backends available):
Enter tracker home: /opt/roundup/trackers/support Templates: classic Select template [classic]: classic Back ends: anydbm, mysql, sqlite Select backend [anydbm]: anydbm
Note: "Back ends" selection list depends on availability of third-party database modules. Standard python distribution includes anydbm module only.
The "support" part of the tracker name can be anything you want - it is going to be used as the directory that the tracker information will be stored in.
You will now be directed to edit the tracker configuration and initial schema. At a minimum, you must set "main :: admin_email" (that's the "admin_email" option in the "main" section) "mail :: host", "tracker :: web" and "mail :: domain". If you get stuck, and get configuration file errors, then see the tracker configuration section of the customisation documentation.
If you just want to get set up to test things quickly (and follow the instructions in step 3 below), you can even just set the "tracker :: web" variable to:
web = http://localhost:8080/support/
The URL must end in a '/', or your web interface will not work. See Customising Roundup for details on configuration and schema changes. You may change any of the configuration after you've initialised the tracker - it's just better to have valid values for this stuff now.
Initialise the tracker database with roundup-admin initialise. You will need to supply an admin password at this step. You will be prompted:
Admin Password: Confirm:
Note: running this command will destroy any existing data in the database. In the case of MySQL and PostgreSQL, any exsting database will be dropped and re-created.
Once this is done, the tracker has been created.
At this point, your tracker is set up, but doesn't have a nice user interface. To set that up, we need to configure a web interface and optionally configure an email interface. If you want to try your new tracker out, assuming "tracker :: web" is set to 'http://localhost:8080/support/', run:
then direct your web browser at:
and you should see the tracker interface.
The classic template is the one defined in the Roundup Specification. It holds issues which have priorities and statuses. Each issue may also have a set of messages which are disseminated to the issue's list of nosy users.
The minimal template has the minimum setup required for a tracker installation. That is, it has the configuration files, defines a user database and the basic HTML interface to that. It's a completely clean slate for you to create your tracker on.
The actual storage of Roundup tracker information is handled by backends. There's several to choose from, each with benefits and limitations:
|sqlite||Fastest(*)||Few||May need install (PySQLite)|
|postgresql||Fast||Many||Needs install/admin (psycopg)|
|mysql||Fast||Many||Needs install/admin (MySQLdb)|
This uses the embedded database engine PySQLite to provide a very fast backend. This is not suitable for trackers which will have many simultaneous users, but requires much less installation and maintenance effort than more scalable postgresql and mysql backends.
SQLite is supported via PySQLite versions 1.1.7, 2.1.0 and sqlite3 (the last being bundled with Python 2.5+)
Installed SQLite should be the latest version available (3.3.8 is known to work, 3.1.3 is known to have problems).
You may defer your decision by setting your tracker up with the anydbm backend (which is guaranteed to be available) and switching to one of the other backends at any time using the instructions in the administration guide.
Regardless of which backend you choose, Roundup will attempt to initialise a new database for you when you run the roundup-admin "initialise" command. In the case of MySQL and PostgreSQL you will need to have the appropriate privileges to create databases.
There are five web interfaces to choose from:
You may need to give the web server user permission to access the tracker home - see the UNIX environment steps for information. You may also need to configure your system in some way - see platform-specific notes.
A benefit of using the cgi-bin approach is that it's the easiest way to restrict access to your tracker to only use HTTPS. Access will be slower than through the stand-alone web server though.
If your Python isn't installed as "python" then you'll need to edit the roundup.cgi script to fix the first line.
If you're using IIS on a Windows platform, you'll need to run this command for the cgi to work (it turns on the PATH_INFO cgi variable):
adsutil.vbs set w3svc/AllowPathInfoForScriptMappings TRUE
The adsutil.vbs file can be found in either c:\inetpub\adminscripts or c:\winnt\system32\inetsrv\adminsamples\ or c:\winnt\system32\inetsrv\adminscripts\ depending on your installation.
More information about ISS setup may be found at:
Copy the frontends/roundup.cgi file to your web server's cgi-bin directory. You will need to configure it to tell it where your tracker home is. You can do this either:
The "name" part of the configuration will appear in the URL and identifies the tracker (so you may have more than one tracker per cgi-bin script). Make sure there are no spaces or other illegal characters in it (to be safe, stick to letters and numbers). The "name" forms part of the URL that appears in the tracker config "tracker :: web" variable, so make sure they match. The "home" part of the configuration is the tracker home directory.
If you're using Apache, you can use an additional trick to hide the .cgi extension of the cgi script. Place the roundup.cgi script wherever you want it to be, rename it to just roundup, and add a couple lines to your Apache configuration:
<Location /path/to/roundup> SetHandler cgi-script </Location>
This approach will give you faster response than cgi-bin. You may investigate using ProxyPass or similar configuration in apache to have your tracker accessed through the same URL as other systems.
The stand-alone web server is started with the command roundup-server. It has several options - display them with roundup-server -h.
The tracker home configuration is similar to the cgi-bin - you may either edit the script to change the TRACKER_HOMES variable or you may supply the name=home values on the command-line after all the other options.
To make the server run in the background, use the "-d" option, specifying the name of a file to write the server process id (pid) to.
ZRoundup installs as a regular Zope product. Copy the ZRoundup directory to your Products directory either in INSTANCE_HOME/Products or the Zope code tree lib/python/Products.
When you next (re)start up Zope, you will be able to add a ZRoundup object that interfaces to your new tracker.
Mod_python is an Apache module that embeds the Python interpreter within the server. Running Roundup this way is much faster than all above options and, like web server cgi-bin, allows you to use HTTPS protocol. The drawback is that this setup is more complicated.
The following instructions were tested on apache 2.0 with mod_python 3.1. If you are using older versions, your mileage may vary.
Mod_python uses OS threads. If your apache was built without threads (quite commonly), you must load the threading library to run mod_python. This is done by setting LD_PRELOAD to your threading library path in apache envvars file. Example for gentoo linux (envvars file is located in /usr/lib/apache2/build/):
LD_PRELOAD=/lib/libpthread.so.0 export LD_PRELOAD
Example for FreeBSD (envvars is in /usr/local/sbin/):
LD_PRELOAD=/usr/lib/libc_r.so export LD_PRELOAD
Next, you have to add Roundup trackers configuration to apache config. Roundup apache interface uses two options specified with PythonOption directives:
- defines the tracker home directory - the directory that was specified when you did roundup-admin init. This option is required.
- defines web user interface language. mod_python applications do not receive OS environment variables in the same way as command-line programs, so the language cannot be selected by setting commonly used variables like LANG or LC_ALL. TrackerLanguage value has the same syntax as values of these environment variables. This option may be omitted.
- run the tracker in debug mode. Setting this option to yes or true has the same effect as running roundup-server -t debug: the database schema and used html templates are rebuilt for each HTTP request. Values no or false mean that all html templates for the tracker are compiled and the database schema is checked once at startup. This is the default behaviour.
- has nearly the same effect as environment variable CGI_SHOW_TIMING for standalone roundup server. The difference is that setting this option to no or false disables timings display. Value comment writes request handling times in html comment, and any other non-empty value makes timing report visible. By default, timing display is disabled.
In the following example we have two trackers set up in /var/db/roundup/support and /var/db/roundup/devel and accessed as https://my.host/roundup/support/ and https://my.host/roundup/devel/ respectively (provided Apache has been set up for SSL of course). Having them share same parent directory allows us to reduce the number of configuration directives. Support tracker has russian user interface. The other tracker (devel) has english user interface (default).
Static files from html directory are served by apache itself - this is quickier and generally more robust than doing that from python. Everything else is aliased to dummy (non-existing) py file, which is handled by mod_python and our roundup module.
Example mod_python configuration:
################################################# # Roundup Issue tracker ################################################# # enable Python optimizations (like 'python -O') PythonOptimize On # let apache handle static files from 'html' directories AliasMatch /roundup/(.+)/@@file/(.*) /var/db/roundup/$1/html/$2 # everything else is handled by roundup web UI AliasMatch /roundup/([^/]+)/(?!@@file/)(.*) /var/db/roundup/$1/dummy.py/$2 # roundup requires a slash after tracker name - add it if missing RedirectMatch permanent ^/roundup/([^/]+)$ /roundup/$1/ # common settings for all roundup trackers <Directory /var/db/roundup/*> Order allow,deny Allow from all AllowOverride None Options None AddHandler python-program .py PythonHandler roundup.cgi.apache # uncomment the following line to see tracebacks in the browser # (note that *some* tracebacks will be displayed anyway) #PythonDebug On </Directory> # roundup tracker homes <Directory /var/db/roundup/support> PythonOption TrackerHome /var/db/roundup/support PythonOption TrackerLanguage ru </Directory> <Directory /var/db/roundup/devel> PythonOption TrackerHome /var/db/roundup/devel </Directory>
Notice that the /var/db/roundup path shown above refers to the directory in which the tracker homes are stored. The actual value will thus depend on your system.
On Windows the corresponding lines will look similar to these:
AliasMatch /roundup/(.+)/@@file/(.*) C:/DATA/roundup/$1/html/$2 AliasMatch /roundup/([^/]+)/(?!@@file/)(.*) C:/DATA/roundup/$1/dummy.py/$2 <Directory C:/DATA/roundup/*> <Directory C:/DATA/roundup/support> <Directory C:/DATA/roundup/devel>
In this example the directory hosting all of the tracker homes is C:\DATA\roundup. (Notice that you must use forward slashes in paths inside the httpd.conf file!)
The URL for accessing these trackers then become: http://<roundupserver>/roundup/support/` and http://<roundupserver>/roundup/devel/
Note that in order to use https connections you must set up Apache for secure serving with SSL.
The WSGI handler is quite simple. The following sample code shows how to use it:
from wsgiref.simple_server import make_server # obtain the WSGI request dispatcher from roundup.cgi.wsgi_handler import RequestDispatcher tracker_home = 'demo' app = RequestDispatcher(tracker_home) httpd = make_server('', 8917, app) httpd.serve_forever()
To test the above you should create a demo tracker with python demo.py. Edit the config.ini to change the web URL to "http://localhost:8917/".
If you don't want to use the email component of Roundup, then remove the "nosyreaction.py" module from your tracker "detectors" directory.
See platform-specific notes for steps that may be needed on your system.
There are five supported ways to get emailed issues into the Roundup tracker. You should pick ONE of the following, all of which will continue my example setup from above:
Set up a mail alias called "issue_tracker" as (include the quote marks): "|/usr/bin/python /usr/bin/roundup-mailgw <tracker_home>" (substitute /usr/bin for wherever roundup-mailgw is installed).
In some installations (e.g. RedHat Linux and Fedora Core) you'll need to set up smrsh so sendmail will accept the pipe command. In that case, symlink /etc/smrsh/roundup-mailgw to "/usr/bin/roundup-mailgw" and change the command to:
To test the mail gateway on unix systems, try:
echo test |mail -s '[issue] test' support@YOUR_DOMAIN_HERE
Be careful that some mail systems (postfix for example) will impost a limits on processes they spawn. In particular postfix can set a file size limit. This can cause your Roundup database to become corrupted.
The following configuration snippets for Exim 4 configuration implement a custom router & transport to accomplish mail delivery to roundup-mailgw. A configuration for Exim3 is similar but not included, since Exim3 is considered obsolete.
This configuration is similar to the previous section, in that it uses a pipe process. However, there are advantages to using a custom router/transport process, if you are using Exim.
The matching is done in the line:
require_files = /usr/bin/roundup-mailgw:ROUNDUP_HOME/$local_part/schema.py
The following configuration has been tested on Debian Sarge with Exim4.
Note that the Debian Exim4 packages don't allow pipes in alias files by default, so the method described in the section As a mail alias pipe process will not work with the default configuration. However, the method described in this section does. See the discussion in /usr/share/doc/exim4-config/README.system_aliases on any Debian system with Exim4 installed.
For more Debian-specific information, see suggested addition to README.Debian in http://bugs.debian.org/cgi-bin/bugreport.cgi?bug=343283, which will hopefully be merged into the Debian package eventually.
This config makes a few assumptions:
Macros for Roundup router/transport. Should be placed in the macros section of the Exim4 config:
# Home dir for your Roundup installation ROUNDUP_HOME=/var/lib/roundup/trackers # User and group for Roundup. ROUNDUP_USER=roundup ROUNDUP_GROUP=roundup
Custom router for Roundup. This will (probably) work if placed at the beginning of the router section of the Exim4 config:
roundup_router: driver = accept # The config file config.ini seems like a more natural choice, but the # file config.py was replaced by config.ini in 0.8, and schema.py needs # to be present too. require_files = /usr/bin/roundup-mailgw:ROUNDUP_HOME/$local_part/schema.py transport = roundup_transport
Custom transport for Roundup. This will (probably) work if placed at the beginning of the router section of the Exim4 config:
roundup_transport: driver = pipe command = /usr/bin/python /usr/bin/roundup-mailgw ROUNDUP_HOME/$local_part/ current_directory = ROUNDUP_HOME home_directory = ROUNDUP_HOME user = ROUNDUP_USER group = ROUNDUP_GROUP
Set roundup-mailgw up to run every 10 minutes or so. For example (substitute /usr/bin for wherever roundup-mailgw is installed):
0,10,20,30,40,50 * * * * /usr/bin/roundup-mailgw /opt/roundup/trackers/support mailbox <mail_spool_file>
Where the mail_spool_file argument is the location of the roundup submission user's mail spool. On most systems, the spool for a user "issue_tracker" will be "/var/mail/issue_tracker".
To retrieve from a POP mailbox, use a cron entry similar to the mailbox one (substitute /usr/bin for wherever roundup-mailgw is installed):
0,10,20,30,40,50 * * * * /usr/bin/roundup-mailgw /opt/roundup/trackers/support pop <pop_spec>
where pop_spec is "username:password@server" that specifies the roundup submission user's POP account name, password and server.
On windows, you would set up the command using the windows scheduler.
To retrieve from an IMAP mailbox, use a cron entry similar to the POP one (substitute /usr/bin for wherever roundup-mailgw is installed):
0,10,20,30,40,50 * * * * /usr/bin/roundup-mailgw /opt/roundup/trackers/support imap <imap_spec>
where imap_spec is "username:password@server" that specifies the roundup submission user's IMAP account name, password and server. You may optionally include a mailbox to use other than the default INBOX with "imap username:password@server mailbox".
If you have a secure (ie. HTTPS) IMAP server then you may use imaps in place of imap in the command to use a secure connection.
As with the POP job, on windows, you would set up the command using the windows scheduler.
Each tracker ideally should have its own UNIX group, so create a UNIX group (edit /etc/group or your appropriate NIS map if you're using NIS). To continue with my examples so far, I would create the UNIX group 'support', although the name of the UNIX group does not have to be the same as the tracker name. To this 'support' group I then add all of the UNIX usernames who will be working with this Roundup tracker. In addition to 'real' users, the Roundup email gateway will need to have permissions to this area as well, so add the user your mail service runs as to the group (typically "mail" or "daemon"). The UNIX group might then look like:
If you intend to use the web interface (as most people do), you should also add the username your web server runs as to the group. My group now looks like this:
The tracker "db" directory should be chmod'ed g+sw so that the group can write to the database, and any new files created in the database will be owned by the group.
If you're using the mysql or postgresql backend then you'll need to ensure that the tracker user has appropriate permissions to create/modify the database. If you're using roundup.cgi, the apache user needs permissions to modify the database. Alternatively, explicitly specify a database login in rdbms -> user and password in config.ini.
An alternative to the above is to create a new user who has the sole responsibility of running roundup. This user:
If you're using a Linux system (e.g. Fedora Core) with SELinux enabled, you will need to ensure that the db directory has a context that permits the web server to modify and create files. If you're using the mysql or postgresql backend you may also need to update your policy to allow the web server to access the database socket.
If you intend to send messages to Roundup that use Chinese, Japanese or Korean encodings the you'll need to obtain CJKCodecs from http://cjkpython.berlios.de/
If you run a public tracker, you will eventually have to think about dealing with spam entered through both the web and mail interfaces.
The customisation documentation has a simple detector that will block a lot of spam attempts. Look for the example "Preventing SPAM".
Read the separate administration guide for information about how to perform common maintenance tasks with Roundup.
Read the separate upgrading document, which describes the steps needed to upgrade existing tracker trackers for each version of Roundup that is released.
If you intend to use Roundup with anything other than the default templates, if you would like to hack on Roundup, or if you would like implementation details, you should read Customising Roundup.
Things to think about before you jump off the deep end and install multiple trackers, which involve additional URLs, user databases, email addresses, databases to back up, etc.
To make the command-line tools accessible in Windows, you need to update the "Path" environment variable in the Registry via a dialog box.
On Windows 2000 and later:
Where <dir> in 7) is the root directory (e.g., C:\Python22\Scripts) of your Python installation.
I understand that in XP, 2) above is not needed as "Control Panel" is directly accessible from "Start".
I do not believe this is possible to do in previous versions of Windows.
To have the Roundup web server start up when your machine boots up, there are two different methods, the scheduler and installing the service.
Set up the following in Scheduled Tasks (note, the following is for a cygwin setup):
c:\cygwin\bin\bash.exe -c "roundup-server TheProject=/opt/roundup/trackers/support"
At System Startup
To have the Roundup mail gateway run periodically to poll a POP email address, set up the following in Scheduled Tasks:
c:\cygwin\bin\bash.exe -c "roundup-mailgw /opt/roundup/trackers/support pop roundup:roundup@mail-server"
Every 10 minutes from 5:00AM for 24 hours every day
Stop the task if it runs for 8 minutes
This is more Windows oriented and will make the Roundup server run as soon as the PC starts up without any need for a login or such. It will also be available in the normal Windows Administrative Tools.
For this you need first to create a service ini file containing the relevant settings.
It is created if you execute the following command from within the scripts directory (notice the use of backslashes):
roundup-server -S -C <trackersdir>\server.ini -n <servername> -p 8080 -l <trackersdir>\trackerlog.log software=<trackersdir>\Software
where the item <trackersdir> is replaced with the physical directory that hosts all of your trackers. The <servername> item is the name of your roundup server PC, such as w2003srv or similar.
Next open the now created file C:\DATA\roundup\server.ini file (if your <trackersdir> is C:\DATA\roundup). Check the entries for correctness, especially this one:
[trackers] software = C:\DATA\Roundup\Software
(this is an example where the tracker is named software and its home is C:\DATA\Roundup\Software)
Next give the commands that actually installs and starts the service:
roundup-server -C C:\DATA\Roundup\server.ini -c install roundup-server -c start
Finally open the AdministrativeTools/Services applet and locate the Roundup service entry. Open its properties and change it to start automatically instead of manually.
If you are using Apache as the webserver you might want to use it with mod_python instead to serve out Roundup. In that case see the mod_python instructions above for details.
If you use Sendmail's smrsh mechanism, you will need to tell smrsh that roundup-mailgw is a valid/trusted mail handler before it will work.
This is usually done via the following 2 steps:
The run_tests.py script is packaged in Roundup's source distribution - users of the Windows installer, other binary distributions or pre-installed Roundup will need to download the source to use it.
Once you've unpacked roundup's source, run python run_tests.py in the source directory and make sure there are no errors. If there are errors, please let us know!
If the above fails, you may be using the wrong version of python. Try python2 run_tests.py. If that works, you will need to substitute python2 for python in all further commands you use in relation to Roundup -- from installation and scripts.
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