X-Git-Url: http://git.freeside.biz/gitweb/?p=freeside.git;a=blobdiff_plain;f=rt%2FREADME;h=361c206814a809aa29256f00f07a2edbda5c03ff;hp=ca88d2e2e308e8129e40e326db65371f61096323;hb=5dce59fb10e181ef2ae3fa9e6498007f5e6b68b0;hpb=8103c1fc1b2c27a6855feadf26f91b980a54bc52 diff --git a/rt/README b/rt/README index ca88d2e2e..361c20681 100755 --- a/rt/README +++ b/rt/README @@ -12,17 +12,16 @@ us at sales@bestpractical.com. Jesse Vincent Best Practical Solutions, LLC - March, 2005 + March, 2010 -REQUIRED PACKAGES: ------------------- +REQUIRED PACKAGES +----------------- -o Perl 5.8.3 or later (http://www.perl.com). +o Perl 5.8.3 or later (http://www.perl.org). - Perl versions prior to 5.8.3 contain bugs that could result - in data corruption. We recommend strongly that you use 5.8.3 - or newer. + Perl versions prior to 5.8.3 contain bugs that could result + in data corruption. RT won't start on older versions. o A supported SQL database @@ -31,55 +30,54 @@ o A supported SQL database Oracle 9iR2 or later. SQLite 3.0. (Not recommended for production) -o Apache version 1.3.x or 2.x (http://httpd.apache.org) - with mod_perl -- (http://perl.apache.org ) - or a webserver with FastCGI support (www.fastcgi.com) - - Compiling mod_perl on Apache 1.3.x as a DSO has been known - to have massive stability problems and is not recommended. - - mod_perl 1.x must be built with EVERYTHING=1 +o Apache version 1.3.x or 2.x (http://httpd.apache.org) + with mod_perl -- (http://perl.apache.org ) + or with FastCGI -- (www.fastcgi.com) + or other webserver with FastCGI support RT's FastCGI handler needs to access RT's configuration file. -o Various and sundry perl modules - A tool included with RT takes care of the installation of - most of these automatically during the install process. +o Various and sundry perl modules + A tool included with RT takes care of the installation of + most of these automatically during the install process. - The tool supplied with RT uses Perl's CPAN system - (http://www.cpan.org) to install modules. Some operating - systems package all or some of the modules required, and - you may be better off installing the modules that way. + The tool supplied with RT uses Perl's CPAN system + (http://www.cpan.org) to install modules. Some operating + systems package all or some of the modules required, and + you may be better off installing the modules that way. GENERAL INSTALLATION -------------------- -This is a rough guide to installing RT. For more detail, you'll -want to read a more comprehensive installation guide at: - - http://wiki.bestpractical.com/index.cgi?InstallationGuides - 1 Unpack this distribution other than where you want to install RT To do this cleanly, run the following command: tar xzvf rt.tar.gz -C /tmp -2 Run the "configure" script. +2 Run the "configure" script. ./configure --help to see the list of options ./configure (with the flags you want) RT defaults to installing in /opt/rt3 with MySQL as its database. It tries to guess which of www-data, www, apache or nobody your webserver - will run as, but you can override that behavior. + will run as, but you can override that behavior. Note that the + default install directory in /opt/rt3 does not work under SELinux's + default configuration. + + If you're upgrading RT stop and review the UPGRADING document. + Some extensions you're using may have been integrated into + core, or there may be other extra steps to follow. It's recommended + that you use a new clean directory when you're upgrading to + new major release (for example from 3.6.x to 3.8.x). 3 Make sure that RT has everything it needs to run. Check for missing dependencies by running: - make testdeps + make testdeps 4 If the script reports any missing dependencies, install them by hand or run the following command as a user who has permission to install perl @@ -87,65 +85,66 @@ want to read a more comprehensive installation guide at: make fixdeps + Some modules require user input or environment variables to install correctly, + so it may be necessary to install them manually. + 5 Check to make sure everything was installed properly. - + make testdeps It might sometimes be necessary to run "make fixdeps" several times to install all necessary perl modules. 6 If this is a new installation: - + As a user with permission to install RT in your chosen directory, type: - make install - + make install + Set up etc/RT_SiteConfig.pm in your RT installation directory. - You'll need to add any values you need to change from the defaults + You'll need to add any values you need to change from the defaults in etc/RT_Config.pm As a user with permission to read RT's configuration file, type: - - make initialize-database + + make initialize-database If the make fails, type: - - make dropdb + + make dropdb and start over from step 6 7 If you're upgrading from RT 3.0 or newer: - Read through the UPGRADING document included in this distribution. - + Read through the UPGRADING document included in this distribution. If + you're using MySQL, read through UPGRADING.mysql as well. + It includes special upgrade instructions that will help you get this new version of RT up and running smoothly. As a user with permission to install RT in your chosen installation - directory, type: + directory, type: - make upgrade + make upgrade This will install new binaries, config files and libraries without - overwriting your RT database. + overwriting your RT database. Update etc/RT_SiteConfig.pm in your RT installation directory. - You'll need to add any new values you need to change from the defaults + You'll need to add any new values you need to change from the defaults in etc/RT_Config.pm - You may also need to update RT's database. To find out, type: + You may also need to update RT's database. You can do this with + the rt-setup-database tool. Replace root with the name of the dba + user on your database (root is the default for MySQL). - ls etc/upgrade + You will be prompted for your previous version of RT (such as 3.6.4) + so that we can calculate which database updates to apply - For each item in that directory whose name is greater than - your previously installed RT version, run: + You should back up your database before running this command. - /opt/rt3/sbin/rt-setup-database --action schema \ - --datadir etc/upgrade/ - /opt/rt3/sbin/rt-setup-database --action acl \ - --datadir etc/upgrade/ - /opt/rt3/sbin/rt-setup-database --action insert \ - --datadir etc/upgrade/ + /opt/rt3/sbin/rt-setup-database --dba root --prompt-for-dba-password --action upgrade Clear mason cache dir: @@ -156,15 +155,29 @@ want to read a more comprehensive installation guide at: 8 If you're upgrading from RT 2.0: - Please upgrade from RT 2.0 to RT 3.2 and then follow the instructions - for section 7. + Read more in UPGRADING -9 Configure the email and web gateways, as described below. +9 Configure the email and web gateways, as described below. - NOTE: root's password for the web interface is "password" + NOTE: root's password for the web interface is "password" (without the quotes). Not changing this is a SECURITY risk! - -10 Set up users, groups, queues, scrips and access control. + +10 Set up automated recurring tasks (cronjobs): + + To generate email digest messages, you must arrange for the provided + utility to be run once daily, and once weekly. You may also want to + arrange for the rt-email-dashboards utility to be run hourly. + For example, if your task scheduler is cron, you can configure it as + follows: + + crontab -e # as the RT administrator (probably root) + # insert the following lines: + 0 0 * * * /opt/rt3/sbin/rt-email-digest -m daily + 0 0 * * 0 /opt/rt3/sbin/rt-email-digest -m weekly + 0 * * * * /opt/rt3/sbin/rt-email-dashboards + + +11 Set up users, groups, queues, scrips and access control. Until you do this, RT will not be able to send or receive email, nor will it be more than marginally functional. This is not an @@ -175,38 +188,85 @@ SETTING UP THE WEB INTERFACE ---------------------------- RT's web interface is based around HTML::Mason, which works well with -the mod_perl perl interpreter within Apache httpd and FastCGI +the mod_perl perl interpreter within Apache httpd and FastCGI. + +Once you've set up the web interface, consider setting up automatic +logout for inactive sessions. For more information about how to do that, +run + perldoc /path/to/rt/sbin/rt-clean-sessions + + +mod_perl 1.xx +------------- + +WARNING: mod_perl 1.99_xx is not supported. -mod_perl --------- +See below configuration instructions for mod_perl 2.x -To install RT with mod_perl, you'll need to install the -apache database connection cache. To make sure it's installed, run +To install RT with mod_perl 1.x, you'll need to install the +apache database connection cache. To make sure it's installed, run the following command: - perl -MCPAN -e'install Apache::DBI' + perl -MCPAN -e'install "Apache::DBI"' -Next, add a few lines to your Apache configuration file, so that +Next, add a few lines to your Apache 1.3.xx configuration file, so that it knows where to find RT: ServerName your.rt.server.hostname + DocumentRoot /opt/rt3/share/html AddDefaultCharset UTF-8 + # optional apache logs for RT + # ErrorLog /opt/rt3/var/log/apache.error + # TransferLog /opt/rt3/var/log/apache.access + PerlModule Apache::DBI PerlRequire /opt/rt3/bin/webmux.pl + + SetHandler default + - SetHandler perl-script - PerlHandler RT::Mason + SetHandler perl-script + PerlHandler RT::Mason + + + +mod_perl 2.xx +------------- + +WARNING: mod_perl 1.99_xx is not supported. + +Add a few lines to your Apache 2.xx configuration file, so that +it knows where to find RT: + + + ServerName your.rt.server.hostname + + DocumentRoot /opt/rt3/share/html + AddDefaultCharset UTF-8 + + # optional apache logs for RT + # ErrorLog /opt/rt3/var/log/apache2.error + # TransferLog /opt/rt3/var/log/apache2.access + + PerlRequire "/opt/rt3/bin/webmux.pl" + + + SetHandler default + + + SetHandler perl-script + PerlResponseHandler RT::Mason FastCGI ------- -Installation with FastCGI is a little bit more complex and is documented +Installation with FastCGI is a little bit more complex and is documented in detail at http://wiki.bestpractical.com/index.cgi?FastCGIConfiguration In the most basic configuration, you can set up your webserver to run @@ -215,7 +275,7 @@ can read RT's configuration file. It's important to understand the security implications of this configuration, which are discussed in the document mentioned above. -To install RT with FastCGI, you'll need to add a few lines to your +To install RT with FastCGI, you'll need to add a few lines to your Apache configuration file telling it about RT: @@ -225,18 +285,18 @@ FastCgiIpcDir /tmp FastCgiServer /opt/rt3/bin/mason_handler.fcgi -idle-timeout 120 + ServerName your.rt.server.hostname # Pass through requests to display images Alias /NoAuth/images/ /opt/rt3/share/html/NoAuth/images/ AddHandler fastcgi-script fcgi ScriptAlias / /opt/rt3/bin/mason_handler.fcgi/ - -SETTING UP THE MAIL GATEWAY +SETTING UP THE MAIL GATEWAY --------------------------- To let email flow to your RT server, you need to add a few lines of @@ -265,7 +325,7 @@ are available at http://www.bestpractical.com or by writing to . If you're interested in having RT extended or customized or would like more -information about commercial support options, please send email to +information about commercial support options, please send email to to discuss rates and availability. @@ -273,21 +333,21 @@ information about commercial support options, please send email to RT WEBSITE ---------- -For current information about RT, check out the RT website at - http://www.bestpractical.com/ +For current information about RT, check out the RT website at + http://www.bestpractical.com/ -You'll find screenshots, a pointer to the current version of RT, contributed +You'll find screenshots, a pointer to the current version of RT, contributed patches, and lots of other great stuff. RT-USERS MAILING LIST --------------------- +--------------------- To keep up to date on the latest RT tips, techniques and extensions, you probably want to join the rt-users mailing list. Send a message to: - rt-users-request@lists.bestpractical.com + rt-users-request@lists.bestpractical.com with the body of the message consisting of only the word: @@ -317,42 +377,42 @@ To report a bug, send email to rt-bugs@fsck.com. # BEGIN BPS TAGGED BLOCK {{{ -# +# # COPYRIGHT: -# -# This software is Copyright (c) 1996-2007 Best Practical Solutions, LLC -# -# +# +# This software is Copyright (c) 1996-2011 Best Practical Solutions, LLC +# +# # (Except where explicitly superseded by other copyright notices) -# -# +# +# # LICENSE: -# +# # This work is made available to you under the terms of Version 2 of # the GNU General Public License. A copy of that license should have # been provided with this software, but in any event can be snarfed # from www.gnu.org. -# +# # This work is distributed in the hope that it will be useful, but # WITHOUT ANY WARRANTY; without even the implied warranty of # MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the GNU # General Public License for more details. -# +# # You should have received a copy of the GNU General Public License # along with this program; if not, write to the Free Software # Foundation, Inc., 51 Franklin Street, Fifth Floor, Boston, MA # 02110-1301 or visit their web page on the internet at -# http://www.gnu.org/copyleft/gpl.html. -# -# +# http://www.gnu.org/licenses/old-licenses/gpl-2.0.html. +# +# # CONTRIBUTION SUBMISSION POLICY: -# +# # (The following paragraph is not intended to limit the rights granted # to you to modify and distribute this software under the terms of # the GNU General Public License and is only of importance to you if # you choose to contribute your changes and enhancements to the # community by submitting them to Best Practical Solutions, LLC.) -# +# # By intentionally submitting any modifications, corrections or # derivatives to this work, or any other work intended for use with # Request Tracker, to Best Practical Solutions, LLC, you confirm that @@ -361,5 +421,5 @@ To report a bug, send email to rt-bugs@fsck.com. # royalty-free, perpetual, license to use, copy, create derivative # works based on those contributions, and sublicense and distribute # those contributions and any derivatives thereof. -# +# # END BPS TAGGED BLOCK }}}