Putting 4.2.0 on top of 4.0.17
[usit-rt.git] / docs / README
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1RT is an enterprise-grade issue tracking system. It allows organizations
2to keep track of what needs to get done, who is working on which tasks,
3what's already been done, and when tasks were (or weren't) completed.
4
5RT doesn't cost anything to use, no matter how much you use it; it is
6freely available under the terms of Version 2 of the GNU General Public
7License.
8
9RT is commercially-supported software. To purchase support, training,
10custom development, or professional services, please get in touch with
11us at <sales@bestpractical.com>.
12
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13
14REQUIRED PACKAGES
15-----------------
16
af59614d 17o Perl 5.10.1 or later (http://www.perl.org).
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af59614d 19 RT won't start on versions of Perl older than 5.10.1.
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20
21o A supported SQL database
22
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23 Currently supported: MySQL 5.1 or later with InnoDB support.
24 Postgres 8.4 or later; 9.0 or later suggested
84fb5b46 25 Oracle 9iR2 or later.
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26 SQLite 3.0 or later; for testing only, no
27 upgrade path guaranteed
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28
29o Apache version 1.3.x or 2.x (http://httpd.apache.org)
30 with mod_perl -- (http://perl.apache.org)
31 or with FastCGI -- (www.fastcgi.com)
32 or other webserver with FastCGI support
33
34 RT's FastCGI handler needs to access RT's configuration file.
35
36o Various and sundry perl modules
37
38 A tool included with RT takes care of the installation of most
39 of these automatically during the install process.
40
41 The tool supplied with RT uses Perl's CPAN (http://www.cpan.org)
42 to install modules. Some operating systems package all or some
43 of the modules required, and you may be better off installing
44 the modules that way.
45
46
47GENERAL INSTALLATION
48--------------------
49
50 1) Unpack this distribution other than where you want to install RT.
51 To do this cleanly, run the following command:
52
53 tar xzvf rt.tar.gz -C /tmp
54
55 2) Run the "configure" script. To see the list of options, run:
56
57 ./configure --help
58
59 Peruse the options, then rerun ./configure with the flags you want.
60
61 RT defaults to installing in /opt/rt4 with MySQL as its database. It
62 tries to guess which of www-data, www, apache or nobody your
63 webserver will run as, but you can override that behavior. Note
64 that the default install directory in /opt/rt4 does not work under
65 SELinux's default configuration.
66
67 If you are upgrading from a previous version of RT, please review
68 the upgrade notes for the appropriate versions, which can be found
69 in docs/UPGRADING-* If you are coming from 3.8.6 to 4.0.x you should
70 review both the UPGRADING-3.8 and UPGRADING-4.0 file. Similarly, if
71 you were coming from 3.6.7, you would want to review UPGRADING-3.6,
72 UPGRADING-3.8 and UPGRADING-4.0
73
74 It is particularly important that you read the warnings at the top of
75 UPGRADING-4.0 for some common issues.
76
77 RT stores the arguments given to ./configure at the top of the
78 etc/RT_Config.pm file in case you need to recreate your previous use
79 of ./configure.
80
81 3) Make sure that RT has the Perl and system libraries it needs to run.
82 Check for missing dependencies by running:
83
84 make testdeps
85
86 4) If the script reports any missing dependencies, install them by
87 hand, or run the following command as a user who has permission to
88 install perl modules on your system:
89
90 make fixdeps
91
92 Some modules require user input or environment variables to install
93 correctly, so it may be necessary to install them manually.
94
95 If you are installing with CPAN module older than 1.84, you will
96 need to start CPAN (by running perl -MCPAN -e shell) and upgrade the
97 CPAN shell with:
98
99 install CPAN
100
101 If you are unsure of your CPAN version, it will be printed when you
102 run the shell.
103
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104 If you are having trouble installing GD, refer to "Installing GD libraries"
105 in docs/charts.pod. Ticket relationship graphing requires the graphviz
106 library which you should install using your distribution's package manager.
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107
108 5) Check to make sure everything was installed properly.
109
110 make testdeps
111
112 It might sometimes be necessary to run "make fixdeps" several times
113 to install all necessary perl modules.
114
1156a) If this is a NEW installation (not an upgrade):
116
117 As a user with permission to install RT in your chosen directory,
118 type:
119
120 make install
121
122 To configure RT with the web installer, run:
123
124 /opt/rt4/sbin/rt-server
125
126 and follow the instructions. Once completed, you should now have a
127 working RT instance running with the standalone rt-server. Press
128 Ctrl-C to stop it, and proceed to Step 7 to configure a recommended
129 deployment environment for production.
130
131 To configure RT manually, you must setup etc/RT_SiteConfig.pm in
132 your RT installation directory. You'll need to add any values you
133 need to change from the defaults in etc/RT_Config.pm
134
135 As a user with permission to read RT's configuration file, type:
136
137 make initialize-database
138
139 If the make fails, type:
140
141 make dropdb
142
143 and re-run 'make initialize-database'.
144
1456b) If you are UPGRADING from a previous installation:
146
147 Before upgrading, always ensure that you have a complete current
148 backup. If you don't have a current backup, upgrading your database
149 could accidentally damage it and lose data, or worse.
150
151 If you are using MySQL, please read the instructions in
152 docs/UPGRADING.mysql as well to ensure that you do not corrupt
153 existing data.
154
155 First, stop your webserver. You may also wish to put incoming email
156 into a hold queue, to avoid temporary delivery failure messages if
157 your upgrade is expected to take several hours.
158
159 Next, install new binaries, config files and libraries by running:
160
161 make upgrade
162
163 This will also prompt you to upgrade your database by running:
164
165 make upgrade-database
166
167 You should back up your database before running this command.
168 When you run it, you will be prompted for your previous version of
169 RT (such as 3.6.4) so that the appropriate set of database
170 upgrades can be applied.
171
172 Finally, clear the Mason cache dir:
173
174 rm -fr /opt/rt4/var/mason_data/obj
175
176 You may then start your web server again.
177
178 7) Configure the web server, as described in docs/web_deployment.pod,
179 and the email gateway, as described below.
180
181 NOTE: The default credentials for RT are:
182 User: root
183 Pass: password
184 Not changing the root password from the default is a SECURITY risk!
185
186 Once you've set up the web interface, consider setting up automatic
187 logout for inactive sessions. For more information about how to do
188 that, run:
189
190 perldoc /path/to/rt/sbin/rt-clean-sessions
191
192 8) Set up users, groups, queues, scrips and access control.
193
194 Until you do this, RT will not be able to send or receive email, nor
195 will it be more than marginally functional. This is not an optional
196 step.
197
198 9) Set up automated recurring tasks (cronjobs):
199
200 To generate email digest messages, you must arrange for the provided
201 utility to be run once daily, and once weekly. You may also want to
202 arrange for the rt-email-dashboards utility to be run hourly. For
203 example, if your task scheduler is cron, you can configure it as
204 follows:
205
206 crontab -e # as the RT administrator (probably root)
207 # insert the following lines:
208 0 0 * * * /opt/rt4/sbin/rt-email-digest -m daily
209 0 0 * * 0 /opt/rt4/sbin/rt-email-digest -m weekly
210 0 * * * * /opt/rt4/sbin/rt-email-dashboards
211
21210) Configure the RT email gateway. To let email flow to your RT
213 server, you need to add a few lines of configuration to your mail
214 server's "aliases" file. These lines "pipe" incoming email messages
215 from your mail server to RT.
216
217 Add the following lines to /etc/aliases (or your local equivalent)
218 on your mail server:
219
220 rt: "|/opt/rt4/bin/rt-mailgate --queue general --action correspond --url http://rt.example.com/"
221 rt-comment: "|/opt/rt4/bin/rt-mailgate --queue general --action comment --url http://rt.example.com/"
222
223 You'll need to add similar lines for each queue you want to be able to
224 send email to. To find out more about how to configure RT's email
225 gateway, type:
226
227 perldoc /opt/rt4/bin/rt-mailgate
228
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229
230GETTING HELP
231------------
232
233If RT is mission-critical for you or if you use it heavily, we recommend
234that you purchase a commercial support contract. Details on support
235contracts are available at http://www.bestpractical.com or by writing to
236<sales@bestpractical.com>.
237
238If you're interested in having RT extended or customized or would like
239more information about commercial support options, please send email to
240<sales@bestpractical.com> to discuss rates and availability.
241
242
243MAILING LISTS AND WIKI
244----------------------
245
246To keep up to date on the latest RT tips, techniques and extensions, you
247may wish to join the rt-users mailing list. Send a message to:
248
249 rt-users-request@lists.bestpractical.com
250
251with the body of the message consisting of only the word:
252
253 subscribe
254
255If you're interested in hacking on RT, you'll want to subscribe to
256<rt-devel@lists.bestpractical.com>. Subscribe to it with instructions
257similar to those above. Address questions about the stable release to
258the rt-users list, and questions about the development version to the
259rt-devel list.
260
261The RT wiki, at http://requesttracker.wikia.com/ , is also a potential
262resource.
263
264
265SECURITY
266--------
267
268If you believe you've discovered a security issue in RT, please send an
269email to <security@bestpractical.com> with a detailed description of the
270issue, and a secure means to respond to you (such as your PGP public
271key). You can find our PGP key and fingerprint at
272http://bestpractical.com/security/
273
274
275BUGS
276----
277
278RT's a pretty complex application, and as you get up to speed, you might
279run into some trouble. Generally, it's best to ask about things you run
280into on the rt-users mailinglist (or pick up a commercial support
281contract from Best Practical). But, sometimes people do run into
282bugs. In the exceedingly unlikely event that you hit a bug in RT, please
283report it! We'd love to hear about problems you have with RT, so we can
284fix them. To report a bug, send email to <rt-bugs@bestpractical.com>.
285
286
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