Mercurial > kallithea
annotate docs/installation.rst @ 5806:f33cc4af706b
tests: finally block also needs to be executed if api_call itself fails
The cleanup code (finally block) should be executed as soon as something what
changes the db fails.
I don't remember which one but one of these tests failed and caused all the
others to fail as well because the database wasn't cleaned up after the first
failure. That made finding the root cause more difficult then it should have
been.
author | domruf <dominikruf@gmail.com> |
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date | Tue, 12 Apr 2016 22:45:46 +0200 |
parents | 250f8150c4bb |
children | 8075ec3d0233 b777b096d9a2 |
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 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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13 |
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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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21 |
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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 .. _installation-source: |
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30 |
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32 Installation from repository source |
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33 ----------------------------------- |
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34 |
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35 To install Kallithea in a virtualenv_ using the stable branch of the development |
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36 repository, follow the instructions below:: |
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37 |
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38 hg clone https://kallithea-scm.org/repos/kallithea -u stable |
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39 cd kallithea |
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40 virtualenv ../kallithea-venv |
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41 source ../kallithea-venv/bin/activate |
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42 pip install --upgrade pip setuptools |
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43 pip install -e . |
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44 python2 setup.py compile_catalog # for translation of the UI |
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45 |
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46 You can now proceed to :ref:`setup`. |
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47 |
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48 To upgrade, simply update the repository with ``hg pull -u`` and restart the |
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49 server. |
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51 .. _installation-virtualenv: |
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52 |
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53 |
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54 Installing a released version in a virtualenv |
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55 --------------------------------------------- |
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4902 | 57 It is highly recommended to use a separate virtualenv_ for installing Kallithea. |
58 This way, all libraries required by Kallithea will be installed separately from your | |
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59 main Python installation and other applications and things will be less |
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60 problematic when upgrading the system or Kallithea. |
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61 An additional benefit of virtualenv_ is that it doesn't require root privileges. |
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64 for example, in `/srv/kallithea/venv`, using the virtualenv command:: |
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4902 | 66 virtualenv /srv/kallithea/venv |
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67 |
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68 - Activate the virtualenv_ in your current shell session and make sure the |
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69 basic requirements are up-to-date by running:: |
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4902 | 71 source /srv/kallithea/venv/bin/activate |
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72 pip install --upgrade pip setuptools |
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73 |
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74 .. note:: You can't use UNIX ``sudo`` to source the ``virtualenv`` script; it |
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75 will "activate" a shell that terminates immediately. It is also perfectly |
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76 acceptable (and desirable) to create a virtualenv as a normal user. |
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77 |
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78 .. note:: Some dependencies are optional. If you need them, install them in |
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79 the virtualenv too:: |
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80 |
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81 pip install psycopg2 |
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82 pip install python-ldap |
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83 |
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84 This might require installation of development packages using your |
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85 distribution's package manager. |
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86 |
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87 - Make a folder for Kallithea data files, and configuration somewhere on the |
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88 filesystem. For example:: |
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4902 | 90 mkdir /srv/kallithea |
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91 |
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92 - Go into the created directory and run this command to install Kallithea:: |
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93 |
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94 pip install kallithea |
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95 |
4902 | 96 Alternatively, download a .tar.gz from http://pypi.python.org/pypi/Kallithea, |
97 extract it and run:: | |
98 | |
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99 pip install . |
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101 - This will install Kallithea together with pylons_ and all other required |
4902 | 102 python libraries into the activated virtualenv. |
103 | |
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104 You can now proceed to :ref:`setup`. |
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105 |
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106 .. _installation-without-virtualenv: |
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107 |
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108 |
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109 Installing a released version without virtualenv |
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110 ------------------------------------------------ |
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111 |
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112 For installation without virtualenv, 'just' use:: |
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113 |
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114 pip install kallithea |
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115 |
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116 Note that this method requires root privileges and will install packages |
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117 globally without using the system's package manager. |
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118 |
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119 To install as a regular user in ``~/.local``, you can use:: |
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120 |
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121 pip install --user kallithea |
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122 |
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123 You can now proceed to :ref:`setup`. |
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124 |
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125 |
4902 | 126 Upgrading Kallithea from Python Package Index (PyPI) |
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127 ---------------------------------------------------- |
4902 | 128 |
129 .. note:: | |
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130 It is strongly recommended that you **always** perform a database and |
4902 | 131 configuration backup before doing an upgrade. |
132 | |
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133 These directions will use '{version}' to note that this is the version of |
4902 | 134 Kallithea that these files were used with. If backing up your Kallithea |
135 instance from version 0.1 to 0.2, the ``my.ini`` file could be | |
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136 backed up to ``my.ini.0-1``. |
4902 | 137 |
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138 If using a SQLite database, stop the Kallithea process/daemon/service, and |
4902 | 139 then make a copy of the database file:: |
140 | |
141 service kallithea stop | |
142 cp kallithea.db kallithea.db.{version} | |
143 | |
144 Back up your configuration file:: | |
145 | |
146 cp my.ini my.ini.{version} | |
147 | |
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148 Ensure that you are using the Python virtual environment that you originally |
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149 installed Kallithea in by running:: |
4902 | 150 |
151 pip freeze | |
152 | |
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153 This will list all packages installed in the current environment. If |
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154 Kallithea isn't listed, activate the correct virtual environment:: |
4902 | 155 |
156 source /srv/kallithea/venv/bin/activate | |
157 | |
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158 Once you have verified the environment you can upgrade Kallithea with:: |
4902 | 159 |
160 pip install --upgrade kallithea | |
161 | |
162 Then run the following command from the installation directory:: | |
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163 |
4902 | 164 paster make-config Kallithea my.ini |
165 | |
166 This will display any changes made by the new version of Kallithea to your | |
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167 current configuration. It will try to perform an automerge. It is recommended |
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168 that you recheck the content after the automerge. |
4902 | 169 |
170 .. note:: | |
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171 Please always make sure your .ini files are up to date. Errors can |
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172 often be caused by missing parameters added in new versions. |
4902 | 173 |
174 It is also recommended that you rebuild the whoosh index after upgrading since | |
175 the new whoosh version could introduce some incompatible index changes. Please | |
176 read the changelog to see if there were any changes to whoosh. | |
177 | |
178 The final step is to upgrade the database. To do this simply run:: | |
179 | |
180 paster upgrade-db my.ini | |
181 | |
182 This will upgrade the schema and update some of the defaults in the database, | |
183 and will always recheck the settings of the application, if there are no new | |
184 options that need to be set. | |
185 | |
186 .. note:: | |
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187 The DB schema upgrade library has some limitations and can sometimes fail if you try to |
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188 upgrade from older major releases. In such a case simply run upgrades sequentially, e.g., |
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189 upgrading from 0.1.X to 0.3.X should be done like this: 0.1.X. > 0.2.X > 0.3.X |
4902 | 190 You can always specify what version of Kallithea you want to install for example in pip |
191 `pip install Kallithea==0.2` | |
192 | |
193 You may find it helpful to clear out your log file so that new errors are | |
194 readily apparent:: | |
195 | |
196 echo > kallithea.log | |
197 | |
198 Once that is complete, you may now start your upgraded Kallithea Instance:: | |
199 | |
200 service kallithea start | |
201 | |
202 Or:: | |
203 | |
204 paster serve /srv/kallithea/my.ini | |
205 | |
206 .. note:: | |
207 If you're using Celery, make sure you restart all instances of it after | |
208 upgrade. | |
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209 |
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210 |
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211 .. _virtualenv: http://pypi.python.org/pypi/virtualenv |
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212 .. _pylons: http://www.pylonsproject.org/ |