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Changes between Version 19 and Version 20 of TracInstall

Timestamp:: 19/04/2022 13:22:08 (3 years ago)
Author:: trac
Comment:: --

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TracInstall

-              v19
+              v20
 = Trac Installation Guide for 1.2
+= Trac Installation Guide for 1.5
 [[TracGuideToc]]
 Trac is written in the Python programming language and needs a database, [https://sqlite.org/ SQLite], [https://www.postgresql.org/ PostgreSQL], or [https://www.mysql.com/ MySQL]. For HTML rendering, Trac uses the [https://genshi.edgewall.org/ Genshi] templating system.
+Trac is written in the Python programming language and needs a database, [https://sqlite.org/ SQLite], [https://www.postgresql.org/ PostgreSQL], or [https://mysql.com/ MySQL]. For HTML rendering, Trac uses the [http://jinja.pocoo.org Jinja2] templating system, though Genshi templates are supported until Trac 1.5.1.
 Trac can also be localized, and there is probably a translation available in your language. If you want to use the Trac interface in other languages, then make sure you have installed the optional package [#OtherPythonPackages Babel]. Pay attention to the extra steps for localization support in the [#InstallingTrac Installing Trac] section below. Lacking Babel, you will only get the default English version.
 If you're interested in contributing new translations for other languages or enhancing the existing translations, then please have a look at [trac:wiki:TracL10N TracL10N].
+If you're interested in contributing new translations for other languages or enhancing the existing translations, please have a look at [trac:wiki:TracL10N TracL10N].
 What follows are generic instructions for installing and setting up Trac. While you may find instructions for installing Trac on specific systems at [trac:TracInstallPlatforms TracInstallPlatforms], please '''first read through these general instructions''' to get a good understanding of the tasks involved.
 …
 To install Trac, the following software packages must be installed:
+ * [https://www.python.org/ Python], version >= 2.6 and < 3.0
+   (note that we dropped the support for Python 2.5 in this release)
+ * [https://pypi.org/project/setuptools setuptools], version >= 0.6
+ * [https://pypi.org/project/Genshi Genshi], version >= 0.6
+ * [https://www.python.org/ Python], version >= 3.5
+ * [https://pypi.org/project/setuptools setuptools], version > 5.6
+ * [https://pypi.org/project/Jinja2 Jinja2], version >= 2.9.3
 You also need a database system and the corresponding python bindings. The database can be either SQLite, PostgreSQL or MySQL.
 …
 ==== For the SQLite database #ForSQLite
 As you must be using Python 2.6 or 2.7, you already have the SQLite database bindings bundled with the standard distribution of Python (the `sqlite3` module).
+You already have the SQLite database bindings bundled with the standard distribution of Python (the `sqlite3` module).
 Optionally, you may install a newer version of [https://pypi.org/project/pysqlite pysqlite] than the one provided by the Python distribution. See [trac:PySqlite#ThePysqlite2bindings PySqlite] for details.
 …
 You need to install the database and its Python bindings:
  * [https://www.postgresql.org/ PostgreSQL], version 8.0 or later
  * [https://pypi.org/project/psycopg2 psycopg2], version 2.0 or later
+ * [https://www.postgresql.org/ PostgreSQL], version 9.1 or later
+ * [https://pypi.org/project/psycopg2 psycopg2], version 2.5 or later
 See [trac:DatabaseBackend#Postgresql DatabaseBackend] for details.
 …
 ==== For the MySQL database #ForMySQL
 Trac works well with MySQL, provided you follow the guidelines:
  * [https://www.mysql.com/ MySQL], version 5.0 or later
  * [https://sf.net/projects/mysql-python MySQLdb], version 1.2.2 or later
+Trac works well with MySQL, provided you use the following:
+ * [https://mysql.com/ MySQL], version 5.0 or later
+ * [https://pypi.org/project/PyMySQL PyMySQL]
 Given the caveats and known issues surrounding MySQL, read carefully the [trac:MySqlDb] page before creating the database.
 …
 ==== Subversion
+[https://subversion.apache.org/ Subversion], 1.6.x or later and the '''''corresponding''''' Python bindings.
+There are [https://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. [trac:TracSubversion] points you to [https://alagazam.net Alagazam], which works for me under Python 2.6.)
+For troubleshooting information, see the [trac:TracSubversion#Troubleshooting TracSubversion] page.
+[https://subversion.apache.org/ Subversion], 1.14.x or later and the '''''corresponding''''' Python bindings.
+There are [https://subversion.apache.org/packages.html pre-compiled SWIG bindings] available for various platforms. See [trac:TracSubversion#GettingSubversion getting Subversion] for more information.
 {{{#!div style="border: 1pt dotted; margin: 1em"
 **Note:**
 * Trac '''doesn't''' use [http://pysvn.tigris.org/ PySVN], nor does it work yet with the newer `ctype`-style bindings.
+* If using Subversion, Trac must be installed on the '''same machine'''. Remote repositories are currently [trac:ticket:493 not supported].
+}}}
+* If using Subversion, Trac must be installed on the '''same machine'''. Remote repositories are [trac:ticket:493 not supported].
+}}}
+For troubleshooting information, see the [trac:TracSubversion#Troubleshooting TracSubversion] page.
 ==== Git
 …
 Alternatively you can configure Trac to run in any of the following environments:
+ * [https://httpd.apache.org/ Apache] with
+  * [https://github.com/GrahamDumpleton/mod_wsgi mod_wsgi], see [wiki:TracModWSGI] and [https://code.google.com/p/modwsgi/wiki/IntegrationWithTrac ModWSGI IntegrationWithTrac].
+  * [http://modpython.org/ mod_python 3.5.0], see TracModPython
+ * a [https://fastcgi-archives.github.io/ FastCGI]-capable web server (see TracFastCgi)
+ * [https://httpd.apache.org/ Apache] with
+   - [https://github.com/GrahamDumpleton/mod_wsgi mod_wsgi], see [wiki:TracModWSGI] and
+     [https://code.google.com/p/modwsgi/wiki/IntegrationWithTrac ModWSGI IntegrationWithTrac].
+   - [http://modpython.org/ mod_python 3.5.0], see TracModPython
+ * a [https://fastcgi-archives.github.io FastCGI]-capable web server (see TracFastCgi)
  * an [https://tomcat.apache.org/connectors-doc/ajp/ajpv13a.html AJP]-capable web
    server (see [trac:TracOnWindowsIisAjp TracOnWindowsIisAjp])
  * Microsoft IIS with FastCGI and a FastCGI-to-WSGI gateway (see [trac:CookBook/Installation/TracOnWindowsIisWfastcgi IIS with FastCGI])
  * a CGI-capable web server (see TracCgi), '''but usage of Trac as a cgi script
    is highly discouraged''', better use one of the previous options.
+ * a CGI-capable web server (see TracCgi), '''but usage of Trac as a cgi script
+   is highly discouraged''', better use one of the previous options.
 ==== Other Python Packages
  * [http://babel.edgewall.org Babel], version 0.9.6 or >= 1.3,
+ * [http://babel.pocoo.org Babel], version >= 2.2,
    needed for localization support
+ * [http://docutils.sourceforge.net/ docutils], version >= 0.3.9
+   for WikiRestructuredText.
+ * [http://pygments.org Pygments] for
+   [TracSyntaxColoring syntax highlighting].
+ * [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.
+ * [http://pytz.sourceforge.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. Installing Babel
+   will install pytz.
+ * [http://docutils.sourceforge.net docutils],
+   version >= 0.14, for WikiRestructuredText.
+ * [http://pygments.org Pygments], version >= 1.0,
+   for [TracSyntaxColoring syntax highlighting].
+ * [https://pypi.org/project/textile Textile],
+   version >= 2.3,
+   for rendering the [https://github.com/textile/python-textile Textile markup language].
+ * [https://pypi.org/project/passlib passlib] on Windows to decode [TracStandalone#BasicAuthorization:Usingahtpasswdpasswordfile htpasswd formats] other than `SHA-1`.
+ * [https://pypi.org/project/pyreadline pyreadline] on Windows for trac-admin [TracAdmin#InteractiveMode command completion].
 {{{#!div style="border: 1pt dotted; margin: 1em"
 …
 It is assumed throughout this guide that you have elevated permissions as the `root` user or by prefixing commands with `sudo`. The umask `0002` should be used for a typical installation on a Unix-based platform.
-=== Using `easy_install`
-Trac can be installed from PyPI or the Subversion repository using [https://pypi.org/project/setuptools setuptools].
-A few examples:
- - Install the latest stable version of Trac:
- {{{#!sh
-$ easy_install Trac
-}}}
- - Install latest development version:
- {{{#!sh
-$ easy_install https://download.edgewall.org/trac/Trac-latest-dev.tar.gz
-}}}
-   Note that in this case you won't have the possibility to run a localized version of Trac;
-   either use a released version or install from source
-More information can be found on the [trac:wiki:setuptools setuptools] page.
-{{{#!div style="border: 1pt dotted; margin: 1em"
-**Setuptools Warning:** If the version of your setuptools is in the range 5.4 through 5.6, the environment variable `PKG_RESOURCES_CACHE_ZIP_MANIFESTS` must be set in order to avoid significant performance degradation. More information may be found in [#DeployingTrac Deploying Trac].
-}}}
 === Using `pip`
+'pip' is an easy_install replacement that is very useful to quickly install python packages.
+To get a Trac installation up and running in less than 5 minutes:
+Assuming you want to have your entire pip installation in `/opt/user/trac`
+ {{{#!sh
+$ pip install trac psycopg2
+}}}
+or
+ {{{#!sh
+$ pip install trac mysql-python
+}}}
+Make sure your OS specific headers are available for pip to automatically build PostgreSQL (`libpq-dev`) or MySQL (`libmysqlclient-dev`) bindings.
+pip will automatically resolve all dependencies (like Genshi, pygments, etc.), download the latest packages from pypi.python.org and create a self contained installation in `/opt/user/trac`.
+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)
+Additionally, you can install several Trac plugins (listed [https://pypi.python.org/pypi?:action=browse&show=all&c=516 here]) through pip.
+=== From source
+Using the python-typical setup at the top of the source directory also works. You can obtain the source for a .tar.gz or .zip file corresponding to a release (e.g. `Trac-1.0.tar.gz`) from the [trac:TracDownload] page, or you can get the source directly from the repository. See [trac:TracRepositories#OfficialSubversionrepository TracRepositories] for details.
+{{{#!sh
+$ python ./setup.py install
+}}}
+''You will need root permissions or equivalent for this step.''
+This will byte-compile the Python source code and install it as an .egg file or folder in the `site-packages` directory
+of your Python installation. The .egg will also contain all other resources needed by standard Trac, such as `htdocs` and `templates`.
+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):
+{{{#!sh
+$ python ./setup.py install
+}}}
+Alternatively, you can run `bdist_egg` and copy the .egg from `dist/` to the place of your choice, or you can create a Windows installer (`bdist_wininst`).
+`pip` is the modern Python package manager and is included in Python distributions. `pip` will automatically
+resolve the //required// dependencies (Jinja2 and
+setuptools) and download the latest packages from pypi.org.
+You can also install directly from a source package. You can obtain the source in a tar or zip from the [trac:TracDownload] page. After extracting the archive, change to the directory containing `setup.py` and run:
+{{{#!sh
+$ pip install .
+}}}
+`pip` supports numerous other install mechanisms. It can be passed the URL of an archive or other download location. Here are some examples:
+* Install the latest stable version from a zip archive:
+{{{#!sh
+$ pip install https://download.edgewall.org/trac/Trac-latest.zip
+}}}
+* Install the latest development version from a tar archive:
+{{{#!sh
+$ pip install https://download.edgewall.org/trac/Trac-latest-dev.tar.gz
+}}}
+* Install the unreleased 1.4-stable from subversion:
+{{{#!sh
+$ pip install svn+https://svn.edgewall.org/repos/trac/branches/1.2-stable
+}}}
+* Install the latest development preview (//not recommended for production installs//):
+{{{#!sh
+$ pip install --find-links=https://trac.edgewall.org/wiki/TracDownload Trac
+}}}
+The optional dependencies can be installed from PyPI using `pip`:
+{{{#!sh
+$ pip install babel docutils pygments textile
+}}}
+The optional dependencies can alternatively be
+specified using the `extras` keys in the setup file:
+{{{#!sh
+$ pip install Trac[babel,rest,pygments,textile]
+}}}
+`rest` is the extra that installs the `docutils`
+dependency.
+Include `mysql` or `psycopg2-binary` in the
+list if using the MySQL or PostgreSQL database.
+Additionally, you can install several Trac plugins from PyPI (listed [https://pypi.org/search/?c=Framework+%3A%3A+Trac here]) using pip. See TracPlugins for more information.
 === Using installer
 …
 === Using package manager
+Trac may be available in your platform's package repository. Note however, that the version provided by your package manager may not be the latest release.
+=== Advanced `easy_install` Options
+To install Trac to a custom location, or find out about other advanced installation options, run:
+{{{#!sh
+$ easy_install --help
+}}}
+Also see [https://docs.python.org/2/install/index.html Installing Python Modules] for detailed information.
+Specifically, you might be interested in:
+{{{#!sh
+$ easy_install --prefix=/path/to/installdir
+}}}
+or, if installing Trac on a Mac OS X system:
+{{{#!sh
+$ easy_install --prefix=/usr/local --install-dir=/Library/Python/2.6/site-packages
+}}}
+{{{#!div style="border: 1pt dotted; margin: 1em"
+**Mac OS X Note:** On Mac OS X 10.6,  running `easy_install trac` will install into `/usr/local` and `/Library/Python/2.6/site-packages` by default.
+The `tracd` and `trac-admin` commands will be placed in `/usr/local/bin` and will install the Trac libraries and dependencies into `/Library/Python/2.6/site-packages`, which is Apple's preferred location for third-party Python application installations.
+}}}
+Trac may be available in your platform's package repository. However, your package manager may not provide the latest release of Trac.
 == Creating a Project Environment
 …
 }}}
+You will be prompted for the information needed to create the environment: the name of the project and the [TracEnvironment#DatabaseConnectionStrings database connection string]. If you're not sure what to specify for any of these options, just press `<Enter>` to use the default value.
+[TracAdmin trac-admin] will prompt you for the information it needs to create the environment: the name of the project and the [TracEnvironment#DatabaseConnectionStrings database connection string]. If you're not sure what to specify for any of these options, just press `<Enter>` to use the default value.
 Using the default database connection string will always work as long as you have SQLite installed. For the other [trac:DatabaseBackend database backends] you should plan ahead and already have a database ready to use at this point.
 Also note that the values you specify here can be changed later using TracAdmin or directly editing the [TracIni conf/trac.ini] configuration file.
-{{{#!div style="border: 1pt dotted; margin: 1em"
-**Filesystem Warning:** When selecting the location of your environment, make sure that the filesystem on which the environment directory resides supports sub-second timestamps (i.e. **not** `ext2` or `ext3` on Linux, or HFS+ on OSX), as the modification time of the `conf/trac.ini` file will be monitored to decide whether an environment restart is needed or not. A too coarse-grained timestamp resolution may result in inconsistencies in Trac < 1.0.2. The best advice is to opt for a platform with sub-second timestamp resolution, regardless of the Trac version.
-}}}
 Finally, make sure the user account under which the web front-end runs will have '''write permissions''' to the environment directory and all the files inside. This will be the case if you run `trac-admin ... initenv` as this user. If not, you should set the correct user afterwards. For example on Linux, with the web server running as user `apache` and group `apache`, enter:
 …
 == Deploying Trac
-{{{#!div style="border: 1pt dotted; margin: 1em"
-**Setuptools Warning:** If the version of your setuptools is in the range 5.4 through 5.6, the environment variable `PKG_RESOURCES_CACHE_ZIP_MANIFESTS` must be set in order to avoid significant performance degradation.
-If running `tracd`, the environment variable can be set system-wide or for just the user that runs the `tracd` process. There are several ways to accomplish this in addition to what is discussed here, and depending on the distribution of your OS.
-To be effective system-wide a shell script with the `export` statement may be added to `/etc/profile.d`. To be effective for a user session the `export` statement may be added to `~/.profile`.
-{{{#!sh
-export PKG_RESOURCES_CACHE_ZIP_MANIFESTS=1
-}}}
-Alternatively, the variable can be set in the shell before executing `tracd`:
-{{{#!sh
-$ PKG_RESOURCES_CACHE_ZIP_MANIFESTS=1 tracd --port 8000 /path/to/myproject
-}}}
-If running the Apache web server, !Ubuntu/Debian users should add the `export` statement to `/etc/apache2/envvars`. !RedHat/CentOS/Fedora should can add the `export` statement to `/etc/sysconfig/httpd`.
-}}}
 === Running the Standalone Server
 …
 }}}
 Then, fire up a browser and visit `http://localhost:8000/`. You should get a simple listing of all environments that `tracd` knows about. Follow the link to the environment you just created, and you should see Trac in action. If you only plan on managing a single project with Trac you can have the standalone server skip the environment list by starting it like this:
+Then, open 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:
 {{{#!sh
 $ tracd -s --port 8000 /path/to/myproject
 …
 === Running Trac on a Web Server
 Trac provides various options for connecting to a "real" web server:
+Trac provides various options for connecting to a "real" web server:
  - [TracFastCgi FastCGI]
  - [wiki:TracModWSGI Apache with mod_wsgi]
+ - [wiki:TracModWSGI Apache with mod_wsgi]
  - [TracModPython Apache with mod_python]
  - [TracCgi CGI] //(should not be used, as the performance is far from optimal)//
 …
 }}}
 Another alternative to aliasing `/trac/chrome/common` is having Trac generate direct links for those static resources (and only those), using the [TracIni#trac-section htdocs_location] configuration setting:
+Another alternative to aliasing `/trac/chrome/common` is having Trac generate direct links for those static resources (and only those), using the [TracIni#trac-htdocs_location-option trac.htdocs_location] configuration setting:
 {{{#!ini
 [trac]
 …
 }}}
 ==== Setting up the Plugin Cache #egg-cache
+==== Setting up the Plugin Cache
 Some Python plugins need to be extracted to a cache directory. By default the cache resides in the home directory of the current user. When running Trac on a Web Server as a dedicated user (which is highly recommended) who has no home directory, this might prevent the plugins from starting. To override the cache location you can set the `PYTHON_EGG_CACHE` environment variable. Refer to your server documentation for detailed instructions on how to set environment variables.
-If you setup hook scripts that call Trac, such as the Subversion post-commit hook script provided in the `/contrib` directory, make sure you define the `PYTHON_EGG_CACHE` environment variable within these scripts as well.
 == Configuring Authentication
 Trac 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.
 The process of adding, removing, and configuring user accounts for authentication depends on the specific way you run Trac.
+The process of adding, removing, and configuring user accounts for authentication depends on the specific way you run Trac.
 Please refer to one of the following sections:
 …
 == Configuring Trac
+Configuration options are documented on the TracIni page.
 TracRepositoryAdmin provides information on configuring version control repositories for your project.
+In addition to the optional version control backends, Trac provides several optional features that are disabled by default:
+* [TracFineGrainedPermissions#AuthzPolicy Fine-grained permission policy]
+* [TracPermissions#CreatingNewPrivileges Custom permissions]
+* [TracTickets#deleter Ticket deletion]
+* [TracTickets#cloner Ticket cloning]
+* [TracRepositoryAdmin#CommitTicketUpdater Ticket changeset references]
 == Using Trac
 …
 ----
 See also: [trac:TracInstallPlatforms TracInstallPlatforms], TracGuide, TracUpgrade, TracPermissions
+See also: [trac:TracInstallPlatforms TracInstallPlatforms], TracGuide, TracUpgrade