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authorStephen Finucane <stephen.finucane@intel.com>2015-08-21 15:32:07 +0100
committerDamien Lespiau <damien.lespiau@intel.com>2015-09-17 17:40:09 +0100
commit808904d8a80c2b41234f2de9827ebcf67edcf227 (patch)
tree305840c6400c02d14e4e1cc3fdd3e7f37678aa76 /docs/INSTALL
parentc1c3f73c0a98996e1347353864e9367ac69edf33 (diff)
downloadpatchwork-808904d8a80c2b41234f2de9827ebcf67edcf227.tar
patchwork-808904d8a80c2b41234f2de9827ebcf67edcf227.tar.gz
docs: Rewrite documentation
The INSTALL and HACKING documents are an important guide for new patchwork users and developers and should be as informative as possible. A number of changes were needed to these documents owing to the out-of-date or incomplete information they contained. These changes include: * Removing references to the dead mod_python/flup projects * Adding references to Gunicorn+nginx, which a credible modern alternative to Apache+mod_wsgi * Providing explanatory links to concepts/tools like ident-based authentication and tox * Referencing the newer tools available to developers, like tox and the 'requirements.txt' files * Integration with mkdocs, with eye on eventual publishing of documentation to ReadTheDocs or equivalent. These changes result in a significant rewrite which should hopefully lower the barrier to entry for people wishing to use or develop patchwork. Acked-by: Damien Lespiau <damien.lespiau@intel.com> Signed-off-by: Stephen Finucane <stephen.finucane@intel.com> Signed-off-by: Damien Lespiau <damien.lespiau@intel.com>
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-Deploying Patchwork
-
-Patchwork uses the django framework - there is some background on deploying
-django applications here:
-
- http://www.djangobook.com/en/2.0/chapter12/
-
-You'll need the following (applications used for patchwork development are
-in brackets):
-
- * A python interpreter
- * django >= 1.5
- * A webserver (apache)
- * mod_python or flup
- * A database server (postgresql, mysql)
- * relevant python modules for the database server (e.g: python-mysqldb)
-
-
-1. Database setup
-
- At present, I've tested with PostgreSQL and (to a lesser extent) MySQL
- database servers. If you have any (positive or negative) experiences with
- either, email me.
-
- For the following commands, a $ prefix signifies that the command should be
- entered at your shell prompt, and a > prefix signifies the command-line
- client for your sql server (psql or mysql)
-
- Create a database for the system, add accounts for two system users: the
- web user (the user that your web server runs as) and the mail user (the
- user that your mail server runs as). On Ubuntu these are
- www-data and nobody, respectively.
-
- As an alternative, you can use password-based login and a single database
- account. This is described further down.
-
- For PostgreSQL (ident-based)
-
- $ createdb patchwork
- $ createuser www-data
- $ createuser nobody
-
- - postgres uses the standard UNIX authentication, so these users
- will only be accessible for processes running as the same username.
- This means that no passwords need to be set.
-
- For PostgreSQL (password-based)
-
- $ createuser -PE patchwork
- $ createdb -O patchwork patchwork
-
- Once that is done, you need to tell Django about the new Database
- settings, using local_settings.py (see below) to override the defaults
- in settings.py:
-
- DATABASES = {
- 'default': {
- 'ENGINE': 'django.db.backends.postgresql_psycopg2',
- 'HOST': 'localhost',
- 'PORT': '',
- 'USER': 'patchwork',
- 'PASSWORD': 'my_secret_password',
- 'NAME': 'patchwork',
- },
- }
-
- For MySQL:
- $ mysql
- > CREATE DATABASE patchwork CHARACTER SET utf8;
- > CREATE USER 'www-data'@'localhost' IDENTIFIED BY '<password>';
- > CREATE USER 'nobody'@'localhost' IDENTIFIED BY '<password>';
-
- Once that is done, you need to tell Django about the new Database
- settings, using local_settings.py (see below) to override the defaults
- in settings.py:
-
- DATABASES = {
- 'default': {
- 'ENGINE': 'django.db.backends.mysql',
- 'HOST': 'localhost',
- 'PORT': '',
- 'USER': 'patchwork',
- 'PASSWORD': 'my_secret_password',
- 'NAME': 'patchwork',
- 'TEST_CHARSET': 'utf8',
- },
- }
-
- TEST_CHARSET is used when creating tables for the test suite. Without
- it, tests checking for the correct handling of non-ASCII characters
- fail.
-
-
-2. Django setup
-
- Set up some initial directories in the patchwork base directory:
-
- mkdir -p lib/packages lib/python
-
- lib/packages is for stuff we'll download; lib/python is to add
- to our python path. We'll symlink python modules into lib/python.
-
- At the time of release, patchwork depends on django version 1.5 or
- later. Your distro probably provides this. If not, do a:
-
- cd lib/packages
- git clone https://github.com/django/django.git -b stable/1.5.x
- cd ../python
- ln -s ../packages/django/django ./django
-
- The patchwork/settings/*.py files contain default settings for patchwork,
- you'll need to configure settings for your own setup.
-
- Rather than editing these files (which will cause conflicts when you
- update the base patchwork code), create a file 'production.py', based on
- the example:
-
- cp patchwork/settings/production.example.py \
- patchwork/settings/production.py
-
- and override or add settings as necessary. You'll need to define the
- following:
-
- SECRET_KEY
- ADMINS
- DATABASES
- TIME_ZONE
- LANGUAGE_CODE
- DEFAULT_FROM_EMAIL
- NOTIFICATION_FROM_EMAIL
-
- You can generate the SECRET_KEY with the following python code:
-
- import string, random
- chars = string.letters + string.digits + string.punctuation
- print repr("".join([random.choice(chars) for i in range(0,50)]))
-
- If you wish to enable the XML-RPC interface, add the following to
- your local_settings.py file:
-
- ENABLE_XMLRPC = True
-
- Then, get patchwork to create its tables in your configured database:
-
- PYTHONPATH=lib/python ./manage.py syncdb
-
- and initialise the static content:
-
- PYTHONPATH=lib/python ./manage.py collectstatic
-
- You'll also need to load the initial tags and states into the
- patchwork database:
-
- PYTHONPATH=lib/python ./manage.py loaddata default_tags default_states
-
- Finally, add privileges for your mail and web users. This is only needed if
- you use the ident-based approach. If you use password-based database
- authentication, you can skip this step.
-
- Postgresql:
- psql -f lib/sql/grant-all.postgres.sql patchwork
-
- MySQL:
- mysql patchwork < lib/sql/grant-all.mysql.sql
-
-
-3. Apache setup
-
- Example apache configuration files are in lib/apache2/.
-
- wsgi:
-
- django has built-in support for WSGI, which supersedes the fastcgi
- handler. It is thus the preferred method to run patchwork.
-
- The necessary configuration for Apache2 may be found in
-
- lib/apache2/patchwork.wsgi.conf.
-
- You will need to install/enable mod_wsgi for this to work:
-
- a2enmod wsgi
- apache2ctl restart
-
-
- mod_python:
-
- An example apache configuration file for mod_python is in:
-
- lib/apache2/patchwork.mod_python.conf
-
- However, mod_python and mod_php may not work well together. So, if your
- web server is used for serving php files, the fastcgi method may suit
- instead.
-
-
- fastcgi:
-
- django has built-in support for fastcgi, which requires the
- 'flup' python module. An example configuration is in:
-
- lib/apache2/patchwork.fastcgi.conf
-
- - this also requires the mod_rewrite apache module to be loaded.
-
- Once you have apache set up, you can start the fastcgi server with:
-
- cd /srv/patchwork/
- ./manage.py runfcgi method=prefork \
- socket=/srv/patchwork/var/fcgi.sock \
- pidfile=/srv/patchwork/var/fcgi.pid
-
-
-4. Configure patchwork
- Now, you should be able to administer patchwork, by visiting the
- URL:
-
- http://your-host/admin/
-
- You'll probably want to do the following:
-
- * Set up your projects
- * Configure your website address (in the Sites) section
-
-
-5. Subscribe a local address to the mailing list
-
- You will need an email address for patchwork to receive email on - for
- example - patchwork@, and this address will need to be subscribed to the
- list. Depending on the mailing list, you will probably need to confirm the
- subscription - temporarily direct the alias to yourself to do this.
-
-
-6. Setup your MTA to deliver mail to the parsemail script
-
- Your MTA will need to deliver mail to the parsemail script in the email/
- directory. (Note, do not use the parsemail.py script directly). Something
- like this in /etc/aliases is suitable for postfix:
-
- patchwork: "|/srv/patchwork/patchwork/bin/parsemail.sh"
-
- You may need to customise the parsemail.sh script if you haven't installed
- patchwork in /srv/patchwork.
-
- Test that you can deliver a patch to this script:
-
- sudo -u nobody /srv/patchwork/patchwork/bin/parsemail.sh < mail
-
-
-7. Set up the patchwork cron script
-
- Patchwork uses a cron script to clean up expired registrations, and
- send notifications of patch changes (for projects with this enabled).
-
- Something like this in your crontab should work:
-
- # m h dom mon dow command
- */10 * * * * cd patchwork; ./manage.py cron
-
-
- - the frequency should be the same as the NOTIFICATION_DELAY_MINUTES
- setting, which defaults to 10 minutes.
-
-
-8. Optional: Configure your VCS to automatically update patches
-
- The tools directory of the patchwork distribution contains a file
- named post-receive.hook which is an example git hook that can be
- used to automatically update patches to the Accepted state when
- corresponding comits are pushed via git.
-
- To install this hook, simply copy it to the .git/hooks directory on
- your server, name it post-receive, and make it executable.
-
- This sample hook has support to update patches to different states
- depending on which branch is being pushed to. See the STATE_MAP
- setting in that file.
-
- If you are using a system other than git, you can likely write a
- similar hook using pwclient to update patch state. If you do write
- one, please contribute it.
-
-
-Some errors:
-
-* __init__() got an unexpected keyword argument 'max_length'
-
- - you're running an old version of django. If your distribution doesn't
- provide a newer version, just download and extract django into
- lib/python/django
-
-* ERROR: permission denied for relation patchwork_...
-
- - the user that patchwork is running as (ie, the user of the web-server)
- doesn't have access to the patchwork tables in the database. Check that
- your web-server user exists in the database, and that it has permissions
- to the tables.
-
-* pwclient fails for actions that require authentication, but a username
- and password is given in ~/.pwclientrc. Server reports "No authentication
- credentials given".
-
- - if you're using the FastCGI interface to apache, you'll need the
- '-pass-header Authorization' option to the FastCGIExternalServer
- configuration directive.