annotate docs/installation.rst @ 8633:c354d1a7537f

docs: give "File system location" overview Also make some other adjustments for consistency.
author Mads Kiilerich <mads@kiilerich.com>
date Mon, 24 Aug 2020 15:02:16 +0200
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1 .. _installation:
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3 ==========================
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4 Installation on Unix/Linux
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5 ==========================
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7 The following describes three different ways of installing Kallithea:
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9 - :ref:`installation-source`: The simplest way to keep the installation
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10 up-to-date and track any local customizations is to run directly from
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11 source in a Kallithea repository clone, preferably inside a virtualenv
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12 virtual Python environment.
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14 - :ref:`installation-virtualenv`: If you prefer to only use released versions
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15 of Kallithea, the recommended method is to install Kallithea in a virtual
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16 Python environment using `virtualenv`. The advantages of this method over
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17 direct installation is that Kallithea and its dependencies are completely
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18 contained inside the virtualenv (which also means you can have multiple
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19 installations side by side or remove it entirely by just removing the
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20 virtualenv directory) and does not require root privileges.
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22 - :ref:`installation-without-virtualenv`: The alternative method of installing
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23 a Kallithea release is using standard pip. The package will be installed in
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24 the same location as all other Python packages you have ever installed. As a
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25 result, removing it is not as straightforward as with a virtualenv, as you'd
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26 have to remove its dependencies manually and make sure that they are not
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27 needed by other packages.
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28
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29 Regardless of the installation method you may need to make sure you have
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30 appropriate development packages installed, as installation of some of the
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31 Kallithea dependencies requires a working C compiler and libffi library
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32 headers. Depending on your configuration, you may also need to install
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33 Git and development packages for the database of your choice.
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34
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35 For Debian and Ubuntu, the following command will ensure that a reasonable
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36 set of dependencies is installed::
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37
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38 sudo apt-get install build-essential git libffi-dev python3-dev
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40 For Fedora and RHEL-derivatives, the following command will ensure that a
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41 reasonable set of dependencies is installed::
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42
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43 sudo yum install gcc git libffi-devel python3-devel
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45 .. _installation-source:
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48 Installation from repository source
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49 -----------------------------------
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50
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51 To install Kallithea in a virtualenv using the stable branch of the development
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52 repository, use the following commands in your bash shell::
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53
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54 hg clone https://kallithea-scm.org/repos/kallithea -u stable
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55 cd kallithea
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56 python3 -m venv ../kallithea-venv
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57 . ../kallithea-venv/bin/activate
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58 pip install --upgrade pip setuptools
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59 pip install --upgrade -e .
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60 python3 setup.py compile_catalog # for translation of the UI
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61
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62 .. note::
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63 This will install all Python dependencies into the virtualenv. Kallithea
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64 itself will however only be installed as a pointer to the source location.
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65 The source clone must thus be kept in the same location, and it shouldn't be
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66 updated to other revisions unless you want to upgrade. Edits in the source
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67 tree will have immediate impact (possibly after a restart of the service).
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68
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69 You can now proceed to :ref:`install-front-end`.
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71 .. _installation-virtualenv:
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74 Installing a released version in a virtualenv
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75 ---------------------------------------------
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76
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77 It is highly recommended to use a separate virtualenv for installing Kallithea.
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78 This way, all libraries required by Kallithea will be installed separately from your
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79 main Python installation and other applications and things will be less
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80 problematic when upgrading the system or Kallithea.
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81 An additional benefit of virtualenv is that it doesn't require root privileges.
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83 - Don't install as root - install as a dedicated user like ``kallithea``.
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84
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85 - Create a new virtual environment, for example in ``/srv/kallithea/venv``,
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86 specifying the right Python binary::
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87
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88 python3 -m venv /srv/kallithea/venv
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90 - Activate the virtualenv in your current shell session and make sure the
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91 basic requirements are up-to-date by running the following commands in your
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92 bash shell::
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93
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94 . /srv/kallithea/venv/bin/activate
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95 pip install --upgrade pip setuptools
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96
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97 .. note:: You can't use UNIX ``sudo`` to source the ``activate`` script; it
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98 will "activate" a shell that terminates immediately.
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99
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100 - Install Kallithea in the activated virtualenv::
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101
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102 pip install --upgrade kallithea
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103
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104 .. note:: Some dependencies are optional. If you need them, install them in
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105 the virtualenv too::
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106
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107 pip install --upgrade kallithea python-ldap python-pam psycopg2
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108
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109 This might require installation of development packages using your
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110 distribution's package manager.
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111
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112 Alternatively, download a .tar.gz from http://pypi.python.org/pypi/Kallithea,
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113 extract it and install from source by running::
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114
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115 pip install --upgrade .
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116
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117 - This will install Kallithea together with all other required
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118 Python libraries into the activated virtualenv.
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119
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120 You can now proceed to :ref:`install-front-end`.
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121
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122 .. _installation-without-virtualenv:
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125 Installing a released version without virtualenv
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126 ------------------------------------------------
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127
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128 For installation without virtualenv, 'just' use::
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129
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130 pip install kallithea
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131
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132 Note that this method requires root privileges and will install packages
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133 globally without using the system's package manager.
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134
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135 To install as a regular user in ``~/.local``, you can use::
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136
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137 pip install --user kallithea
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138
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139 You can now proceed to :ref:`install-front-end`.
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140
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141 .. _install-front-end:
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142
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143
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144 Prepare front-end files
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145 -----------------------
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146
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147 Finally, the front-end files with CSS and JavaScript must be prepared. This
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148 depends on having some commands available in the shell search path: ``npm``
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149 version 6 or later, and ``node.js`` (version 12 or later) available as
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150 ``node``. The installation method for these dependencies varies between
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151 operating systems and distributions.
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152
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153 Prepare the front-end by running::
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154
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155 kallithea-cli front-end-build
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156
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157 You can now proceed to :ref:`setup`.