Mercurial > kallithea
annotate docs/installation.rst @ 5129:1f05cf31ec0d
permissions: clarify the use of "Permissions" - use "Show Permissions" for the overview
53d6a64ce4f3 wasn't enough.
Pages for editing permissions for a subject are always just called
"Permissions".
Now, pages summarizing the actual permissions to objects are generally named
"Show Permissions".
This is especially important for User Groups which have both settings and where
"Default permissions" just is wrong.
author | Mads Kiilerich <madski@unity3d.com> |
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date | Wed, 13 May 2015 01:27:50 +0200 |
parents | 154becd92f40 |
children | 22a3fa3c4254 |
rev | line source |
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1 .. _installation: |
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2 |
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3 ========================== |
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4 Installation on Unix/Linux |
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5 ========================== |
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6 |
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7 Here are more details about 3 ways to install Kallithea: |
4902 | 8 |
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9 - :ref:`installation-source`: The simplest way to keep the installation |
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10 uptodate and keep track of local customizations is to run directly from |
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11 source in a Kallithea repository clone and use virtualenv. |
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12 |
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13 - :ref:`installation-virtualenv`: If you prefer to only use released versions |
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14 of Kallithea, the recommended method is to install Kallithea in a virtual |
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15 Python environment using `virtualenv`. The advantages of this method over |
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16 direct installation is that Kallithea and its dependencies are completely |
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17 contained inside the virtualenv (which also means you can have multiple |
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18 installations side by side or remove it entirely by just removing the |
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19 virtualenv directory) and does not require root privileges. |
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20 |
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21 - :ref:`installation-without-virtualenv`: The alternative method of installing |
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22 a Kallithea release is using standard pip. The package will be installed in |
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23 the same location as all other Python packages you have ever installed. As a |
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24 result, removing it is not as straightforward as with a virtualenv, as you'd |
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25 have to remove its dependencies manually and make sure that they are not |
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26 needed by other packages. |
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27 |
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28 .. _installation-source: |
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29 |
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30 Installation from repository source |
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31 ----------------------------------- |
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32 |
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33 To install Kallithea in a virtualenv using the stable branch of the development |
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34 repository, follow the instructions below:: |
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35 |
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36 hg clone https://kallithea-scm.org/repos/kallithea -u stable |
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37 cd kallithea |
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38 virtualenv ../kallithea-venv |
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39 source ../kallithea-venv/bin/activate |
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40 python setup.py develop |
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41 python setup.py compile_catalog # for translation of the UI |
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42 |
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43 You can now proceed to :ref:`setup`. |
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44 |
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45 To upgrade, simply update the repository with ``hg pull -u`` and restart the |
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46 server. |
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47 |
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48 .. _installation-virtualenv: |
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49 |
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50 Installing a released version in a virtualenv |
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51 --------------------------------------------- |
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52 |
4902 | 53 It is highly recommended to use a separate virtualenv_ for installing Kallithea. |
54 This way, all libraries required by Kallithea will be installed separately from your | |
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55 main Python installation and other applications and things will be less |
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56 problematic when upgrading the system or Kallithea. |
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57 An additional benefit of virtualenv_ is that it doesn't require root privileges. |
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58 |
4902 | 59 - Assuming you have installed virtualenv_, create a new virtual environment |
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60 for example, in `/srv/kallithea/venv`, using the virtualenv command:: |
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61 |
4902 | 62 virtualenv /srv/kallithea/venv |
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63 |
4902 | 64 - Activate the virtualenv_ in your current shell session by running:: |
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4902 | 66 source /srv/kallithea/venv/bin/activate |
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67 |
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68 .. note:: You can't use UNIX ``sudo`` to source the ``virtualenv`` script; it |
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69 will "activate" a shell that terminates immediately. It is also perfectly |
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70 acceptable (and desirable) to create a virtualenv as a normal user. |
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71 |
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72 - Make a folder for Kallithea data files, and configuration somewhere on the |
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73 filesystem. For example:: |
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74 |
4902 | 75 mkdir /srv/kallithea |
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76 |
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77 - Go into the created directory and run this command to install Kallithea:: |
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78 |
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79 pip install kallithea |
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80 |
4902 | 81 Alternatively, download a .tar.gz from http://pypi.python.org/pypi/Kallithea, |
82 extract it and run:: | |
83 | |
84 python setup.py install | |
85 | |
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86 - This will install Kallithea together with pylons_ and all other required |
4902 | 87 python libraries into the activated virtualenv. |
88 | |
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89 You can now proceed to :ref:`setup`. |
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90 |
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91 .. _installation-without-virtualenv: |
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92 |
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93 Installing a released version without virtualenv |
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94 ------------------------------------------------ |
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95 |
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96 For installation without virtualenv, 'just' use:: |
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97 |
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98 pip install kallithea |
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99 |
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100 Note that this method requires root privileges and will install packages |
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101 globally without using the system's package manager. |
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102 |
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103 To install as a regular user in ``~/.local``, you can use:: |
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104 |
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105 pip install --user kallithea |
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106 |
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107 You can now proceed to :ref:`setup`. |
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108 |
4902 | 109 Upgrading Kallithea from Python Package Index (PyPI) |
110 ----------------------------------------------------- | |
111 | |
112 .. note:: | |
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113 It is strongly recommended that you **always** perform a database and |
4902 | 114 configuration backup before doing an upgrade. |
115 | |
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116 These directions will use '{version}' to note that this is the version of |
4902 | 117 Kallithea that these files were used with. If backing up your Kallithea |
118 instance from version 0.1 to 0.2, the ``my.ini`` file could be | |
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119 backed up to ``my.ini.0-1``. |
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121 | |
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122 If using a SQLite database, stop the Kallithea process/daemon/service, and |
4902 | 123 then make a copy of the database file:: |
124 | |
125 service kallithea stop | |
126 cp kallithea.db kallithea.db.{version} | |
127 | |
128 | |
129 Back up your configuration file:: | |
130 | |
131 cp my.ini my.ini.{version} | |
132 | |
133 | |
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134 Ensure that you are using the Python virtual environment that you originally |
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135 installed Kallithea in by running:: |
4902 | 136 |
137 pip freeze | |
138 | |
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139 This will list all packages installed in the current environment. If |
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140 Kallithea isn't listed, activate the correct virtual environment:: |
4902 | 141 |
142 source /srv/kallithea/venv/bin/activate | |
143 | |
144 | |
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145 Once you have verified the environment you can upgrade Kallithea with:: |
4902 | 146 |
147 pip install --upgrade kallithea | |
148 | |
149 | |
150 Then run the following command from the installation directory:: | |
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151 |
4902 | 152 paster make-config Kallithea my.ini |
153 | |
154 This will display any changes made by the new version of Kallithea to your | |
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155 current configuration. It will try to perform an automerge. It is recommended |
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156 that you recheck the content after the automerge. |
4902 | 157 |
158 .. note:: | |
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159 Please always make sure your .ini files are up to date. Errors can |
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160 often be caused by missing parameters added in new versions. |
4902 | 161 |
162 | |
163 It is also recommended that you rebuild the whoosh index after upgrading since | |
164 the new whoosh version could introduce some incompatible index changes. Please | |
165 read the changelog to see if there were any changes to whoosh. | |
166 | |
167 | |
168 The final step is to upgrade the database. To do this simply run:: | |
169 | |
170 paster upgrade-db my.ini | |
171 | |
172 This will upgrade the schema and update some of the defaults in the database, | |
173 and will always recheck the settings of the application, if there are no new | |
174 options that need to be set. | |
175 | |
176 | |
177 .. note:: | |
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178 The DB schema upgrade library has some limitations and can sometimes fail if you try to |
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179 upgrade from older major releases. In such a case simply run upgrades sequentially, e.g., |
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180 upgrading from 0.1.X to 0.3.X should be done like this: 0.1.X. > 0.2.X > 0.3.X |
4902 | 181 You can always specify what version of Kallithea you want to install for example in pip |
182 `pip install Kallithea==0.2` | |
183 | |
184 You may find it helpful to clear out your log file so that new errors are | |
185 readily apparent:: | |
186 | |
187 echo > kallithea.log | |
188 | |
189 Once that is complete, you may now start your upgraded Kallithea Instance:: | |
190 | |
191 service kallithea start | |
192 | |
193 Or:: | |
194 | |
195 paster serve /srv/kallithea/my.ini | |
196 | |
197 .. note:: | |
198 If you're using Celery, make sure you restart all instances of it after | |
199 upgrade. | |
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200 |
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201 |
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202 .. _virtualenv: http://pypi.python.org/pypi/virtualenv |
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203 .. _pylons: http://www.pylonsproject.org/ |