doc/book/en/admin/setup.rst
author Sylvain Thénault <sylvain.thenault@logilab.fr>
Fri, 02 Apr 2010 09:56:40 +0200
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.. -*- coding: utf-8 -*-
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.. _SetUpEnv:
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Installation and set-up of a *CubicWeb* environment
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===================================================
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Installation of `Cubicweb` and its dependencies
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-----------------------------------------------
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|cubicweb| is packaged for Debian and Ubuntu, but can be installed from source
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using a tarball or the Mercurial version control system.
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.. _DebianInstallation:
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Debian and Ubuntu packages
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```````````````````````````
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Depending on the distribution you are using, add the appropriate line to your
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list of sources (for example by editing ``/etc/apt/sources.list``).
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For Debian Lenny::
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  deb http://ftp.logilab.org/dists/ lenny/
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For Debian Sid::
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  deb http://ftp.logilab.org/dists/ sid/
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For Ubuntu Hardy::
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  deb http://ftp.logilab.org/dists/ hardy/
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You can now install the required packages with the following command::
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  apt-get update
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  apt-get install cubicweb cubicweb-dev
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`cubicweb` installs the framework itself, allowing you to create new instances.
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`cubicweb-dev` installs the development environment allowing you to develop new
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cubes.
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There is also a wide variety of cubes listed on the `CubicWeb.org Forge`_
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available as debian packages and tarball.
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The repositories are signed with `Logilab's gnupg key`_. To avoid warning on
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"apt-get update":
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1. become root using sudo
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2. download http://ftp.logilab.org/dists/logilab-dists-key.asc using e.g. wget
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3. run "apt-key add logilab-dists-key.asc"
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4. re-run apt-get update (manually or through the package manager, whichever you prefer)
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.. _`Logilab's gnupg key`: http://ftp.logilab.org/dists/logilab-dists-key.asc
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.. _`CubicWeb.org Forge`: http://www.cubicweb.org/project/
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.. _SourceInstallation:
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Install from source
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```````````````````
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You can download the archive containing the sources from our `ftp site`_ at::
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  http://ftp.logilab.org/pub/cubicweb/
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.. _`ftp site`: http://ftp.logilab.org/pub/cubicweb/
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Make sure you have installed the dependencies (see appendixes for the list).
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|cubicweb| should soon be pip_ installable, stay tuned (expected in 3.8).
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.. _pip: http://pypi.python.org/pypi/pip
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Install from version control system
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```````````````````````````````````
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You can keep up to date with on-going development by using Mercurial and its
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forest extension::
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  hg fclone http://www.logilab.org/hg/forests/cubicweb
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See :ref:`MercurialPresentation` for more details about Mercurial.
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When cloning a repository, you might be set in a development branch
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(the 'default' branch). You should check that the branches of the
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repositories are set to 'stable' (using `hg up stable` for each one)
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if you do not intend to develop the framework itself.
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Do not forget to update the forest itself (using `cd path/to/forest ; hg up`).
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Make sure you have installed the dependencies (see appendixes for the list).
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.. _WindowsInstallation:
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Windows installation
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````````````````````
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Base elements
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~~~~~~~~~~~~~
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Setting up a windows development environment is not too complicated but requires
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a series of small steps. What is proposed there is only an example of what can be
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done. We assume everything goes into `C:\\` in this document. Adjusting the
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installation drive should be straightforward.
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You should start by downloading and installing the Python(x,y) distribution. It
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contains python 2.5 plus numerous useful third-party modules and applications::
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  http://www.pythonxy.com/download_fr.php
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At the time of this writting, one gets version 2.1.15. Among the many things
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provided, one finds Eclipse + pydev (an arguably good IDE for python under
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windows).
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Then you must grab Twisted. There is a windows installer directly available from
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this page::
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  http://twistedmatrix.com/trac/
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A windows installer for lxml will be found there::
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  http://pypi.python.org/pypi/lxml/2.2.1
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Check out the lxml-2.2.1-win32-py2.5.exe file. More recent bugfix
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releases should probably work, too.
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You should find postgresql 8.4 there::
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  http://www.enterprisedb.com/products/pgdownload.do#windows
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The python drivers for posgtresql are to be found there::
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  http://www.stickpeople.com/projects/python/win-psycopg/#Version2
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Please be careful to select the right python (2.5) and postgres (8.4) versions.
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Pyro enables remote access to cubicweb repository instances. Get it there::
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  http://sourceforge.net/projects/pyro/files/
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To access LDAP/Active directory directories, we need the python-ldap
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package. Windows binaries are available from::
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  http://www.osuch.org/python-ldap
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Check out the latest release.
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Having graphviz will allow schema drawings, which is quite recommended (albeit
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not mandatory). You should get an msi installer there::
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  http://www.graphviz.org/Download_windows.php
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Simplejson will be provided within the forest, but a win32 compiled version will
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run much faster::
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  http://www.osuch.org/python-simplejson%3Awin32
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Tools
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~~~~~
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Get mercurial + its standard windows GUI (TortoiseHG) there (the latest is the
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greatest)::
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  http://bitbucket.org/tortoisehg/stable/wiki/download
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If you need to peruse mercurial over ssh, it can be helpful to get an ssh client
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like Putty::
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  http://www.putty.org/
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Integration of mercurial and Eclipse is convenient enough that we want
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it. Instructions are set there, in the `Download & Install` section::
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  http://www.vectrace.com/mercurialeclipse/
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Setting up the sources
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~~~~~~~~~~~~~~~~~~~~~~
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You need to enable the mercurial forest extension. To do this, edit the file::
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  C:\Program Files\TortoiseHg\Mercurial.ini
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In the [extensions] section, add the following line::
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  forest=C:\Program Files\TortoiseHg\ext\forest\forest.py
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Now, you need to clone the cubicweb repository. We assume that you use
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Eclipse. From the IDE, choose File -> Import. In the box, select `Mercurial/Clone
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repository using MercurialEclipse`.
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In the import main panel you just have to:
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* fill the URL field with http://www.logilab.org/hg/forests/cubicwin32
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* check the 'Repository is a forest' box.
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Then, click on 'Finish'. It might take some time to get it all. Note that the
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`cubicwin32` forest contains additional python packages such as yapps, vobject,
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simplejson and twisted-web2 which are not provided with Python(x,y). This is
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provided for convenience, as we do not ensure the up-to-dateness of these
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packages, especially with respect to security fixes.
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Environment variables
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~~~~~~~~~~~~~~~~~~~~~
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You will need some convenience environment variables once all is set up. These
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variables are settable through the GUI by getting at the 'System properties'
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window (by righ-clicking on 'My Computer' -> properties).
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In the 'advanced' tab, there is an 'Environment variables' button. Click on
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it. That opens a small window allowing edition of user-related and system-wide
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variables.
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We will consider only user variables. First, the PATH variable. You should ensure
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it contains, separated by semi-colons, and assuming you are logged in as user
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Jane::
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  C:\Documents and Settings\Jane\My Documents\Python\cubicweb\cubicweb\bin
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  C:\Program Files\Graphviz2.24\bin
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The PYTHONPATH variable should also contain::
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  C:\Documents and Settings\Jane\My Documents\Python\cubicweb\
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From now, on a fresh `cmd` shell, you should be able to type::
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  cubicweb-ctl list
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... and get a meaningful output.
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Running an instance as a service
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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This currently assumes that the instances configurations is located at
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C:\\etc\\cubicweb.d.
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For a cube 'my_cube', you will then find
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C:\\etc\\cubicweb.d\\my_cube\\win32svc.py that has to be used thusly::
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  win32svc install
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This should just register your instance as a windows service. A simple::
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  net start cubicweb-my_cube
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should start the service.
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Other dependencies
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``````````````````
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You can also install:
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* `pyro` if you wish the repository to be accessible through Pyro
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  or if the client and the server are not running on the same machine
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  (in which case the packages will have to be installed on both
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  machines)
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* `python-ldap` if you plan to use a LDAP source on the server
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.. _DatabaseInstallation:
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Databases configuration
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-----------------------
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Whatever the backend used, database connection information are stored in the
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instance's :file:`sources` file. Currently cubicweb has been tested using
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Postgresql (recommanded), MySQL, SQLServer and SQLite.
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.. _PostgresqlConfiguration:
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PostgreSQL configuration
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````````````````````````
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For installation, please refer to the `PostgreSQL project online documentation`_.
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.. _`PostgreSQL project online documentation`: http://www.postgresql.org/
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You need to install the three following packages: `postgresql-8.X`,
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`postgresql-client-8.X`, and `postgresql-plpython-8.X`. If you run postgres
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version prior to 8.3, you'll also need the `postgresql-contrib-8.X` package for
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full-text search extension.
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If you run postgres on another host than the |cubicweb| repository, you should
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install the `postgresql-client` package on the |cubicweb| host, and others on the
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database host.
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.. Note::
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    If you already have an existing cluster and PostgreSQL server running, you do
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    not need to execute the initilization step of your PostgreSQL database unless
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    you want a specific cluster for |cubicweb| databases or if your existing
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    cluster doesn't use the UTF8 encoding (see note below).
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* First, initialize a PostgreSQL cluster with the command ``initdb``.
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  ::
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    $ initdb -E UTF8 -D /path/to/pgsql
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  Notice the encoding specification. This is necessary since |cubicweb| usually
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  want UTF8 encoded database. If you use a cluster with the wrong encoding, you'll
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  get error like::
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    new encoding (UTF8) is incompatible with the encoding of the template database (SQL_ASCII)
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    HINT:  Use the same encoding as in the template database, or use template0 as template.
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  Once initialized, start the database server PostgreSQL with the command::
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    $ postgres -D /path/to/psql
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  If you cannot execute this command due to permission issues, please make sure
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  that your username has write access on the database.  ::
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    $ chown username /path/to/pgsql
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* The database authentication can be either set to `ident sameuser` or `md5`.  If
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  set to `md5`, make sure to use an existing user of your database.  If set to
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  `ident sameuser`, make sure that your client's operating system user name has a
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  matching user in the database. If not, please do as follow to create a user::
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    $ su
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    $ su - postgres
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    $ createuser -s -P username
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  The option `-P` (for password prompt), will encrypt the password with the
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  method set in the configuration file :file:`pg_hba.conf`.  If you do not use this
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  option `-P`, then the default value will be null and you will need to set it
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  with::
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    $ su postgres -c "echo ALTER USER username WITH PASSWORD 'userpasswd' | psql"
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.. Note::
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    The authentication method can be configured in file:`pg_hba.conf`.
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The above login/password will be requested when you will create an instance with
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`cubicweb-ctl create` to initialize the database of your instance.
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Notice that the `cubicweb-ctl db-create` does database initialization that
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may requires a postgres superuser. That's why a login/password is explicitly asked
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at this step, so you can use there a superuser without using this user when running
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the instance. Things that require special privileges at this step:
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* database creation, require the 'create database' permission
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* install the plpython extension language (require superuser)
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* install the tsearch extension for postgres version prior to 8.3 (require superuser)
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To avoid using a super user each time you create an install, a nice trick is to
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install plpython (and tsearch when needed) on the special `template1` database,
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so they will be installed automatically when cubicweb databases are created
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without even with needs for special access rights. To do so, run ::
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  # Installation of plpythonu language by default ::
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  $ createlang -U pgadmin plpythonu template1
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  $ psql -U pgadmin template1
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  template1=# update pg_language set lanpltrusted=TRUE where lanname='plpythonu';
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Where `pgadmin` is a postgres superuser. The last command is necessary since by
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default plpython is an 'untrusted' language and as such can't be used by non
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superuser. This update fix that problem by making it trusted.
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To install the tsearch plain-text index extension on postgres prior to 8.3, run::
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    cat /usr/share/postgresql/8.X/contrib/tsearch2.sql | psql -U username template1
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.. _MySqlConfiguration:
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MySql configuration
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```````````````````
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Yout must add the following lines in ``/etc/mysql/my.cnf`` file::
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    transaction-isolation=READ-COMMITTED
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    default-storage-engine=INNODB
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    default-character-set=utf8
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    max_allowed_packet = 128M
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.. Note::
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    It is unclear whether mysql supports indexed string of arbitrary lenght or
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    not.
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.. _SQLServerConfiguration:
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SQLServer configuration
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```````````````````````
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As of this writing, sqlserver support is in progress. You should be able to
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connect, create a database and go quite far, but some of the generated SQL is
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still currently not accepted by the backend.
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The `source` configuration file may look like this (specific parts only are
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shown)::
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  [system]
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  db-driver=sqlserver2005
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  db-user=someuser
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  # database password not needed
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  #db-password=toto123
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  #db-create/init may ask for a pwd: just say anything
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  db-extra-arguments=Trusted_Connection
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  db-encoding=utf8
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.. _SQLiteConfiguration:
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SQLite configuration
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````````````````````
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   419
SQLite has the great advantage of requiring almost no configuration. Simply
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use 'sqlite' as db-driver, and set path to the dabase as db-name. Don't specify
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anything for db-user and db-password, they will be ignore anyway.
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.. Note::
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  SQLite is great for testing and to play with cubicweb but is not suited for
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  production environments.
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.. _PyroConfiguration:
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Pyro configuration
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------------------
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If you want to use Pyro to access your instance remotly, or to have multi-source
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or distributed configuration, it is required to have a name server Pyro running
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on your network. By by default it is detected by a broadcast request, but you can
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specify a location in the instance's configuration file.
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To do so, you need to :
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* launch the server manually before starting cubicweb as a server with `pyro-nsd
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  start`
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* under debian, edit the file :file:`/etc/default/pyro-nsd` so that the name
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  server pyro will be launched automatically when the machine fire up
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Cubicweb resources configuration
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--------------------------------
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.. autodocstring:: cubicweb.cwconfig
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.. |cubicweb| replace:: *CubicWeb*