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Split out docs for 'normal' installation from those using 'zc.buildout'.

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Installing and Zope with ``zc.buildout``
========================================
.. highlight:: bash
This document descibes how to get going with Zope using ``zc.buildout``.
About ``zc.buildout``
---------------------
`zc.buildout <http://www.buildout.org/>`_ is a powerful tool for creating
repeatable builds of a given software configuration and environment. The
Zope developers use ``zc.buildout`` to develop Zope itself, as well as
the underlying packages it uses.
Prerequisites
-------------
In order to use Zope, you must have the following pre-requisites
available:
- A supported version of Python, including the development support if
installed from system-level packages. Supported versions include:
* 2.6.x
- Zope needs the Python ``zlib`` module to be importable. If you are
building your own Python from source, please be sure that you have the
headers installed which correspond to your system's ``zlib``.
- A C compiler capable of building extension modules for your Python
(gcc recommended). This is not necessary for Windows as binary
releases of the parts that would need compiling are always made
available.
- If you wish to install Zope as a Service on Windows, you will need
to have the `pywin32`__ package installed.
__ https://sourceforge.net/projects/pywin32/
Installing standalone Zope using zc.buildout
--------------------------------------------
In this configuration, we use ``zc.buildout`` to install the Zope software,
but then generate server "instances" outside the buildout environment.
Installing the Zope software
::::::::::::::::::::::::::::
Installing the Zope software using ``zc.buildout`` involves the following
steps:
- Download the Zope 2 source distribution from `PyPI`__
__ http://pypi.python.org/pypi/Zope2
- Bootstrap the buildout
- Run the buildout
On Linux, this can be done as follows::
$ wget http://pypi.python.org/packages/source/Z/Zope2/Zope2-<Zope version>.tar.gz
$ tar xfvz Zope2-<Zope version>.tar.gz
$ cd Zope2-<Zope version>
$ /path/to/your/python bootstrap/bootstrap.py
$ bin/buildout
Creating a Zope instance
::::::::::::::::::::::::
Once you've installed Zope, you will need to create an "instance
home". This is a directory that contains configuration and data for a
Zope server process. The instance home is created using the
``mkzopeinstance`` script::
$ bin/mkzopeinstance
You can specify the Python interpreter to use for the instance
explicitly::
$ bin/mkzopeinstance --python=$PWD/bin/zopepy
You will be asked to provide a user name and password for an
administrator's account during ``mkzopeinstance``. To see the available
command-line options, run the script with the ``--help`` option::
$ bin/mkzopeinstance --help
.. note::
The traditional "inplace" build is no longer supported. If using
``mkzopeinstance``, always do so outside the buildout environment.
Creating a buildout-based Zope instance
---------------------------------------
Rather than installing Zope separately from your instance, you may wish
to use ``zc.buildout`` to create a self-contained environment, containing
both the Zope software and the configuration and data for your server.
This procedure involves the following steps:
- Create the home directory for the buildout, including
``etc``, ``logs`` and ``var`` subdirectories.
- Fetch the buildout bootstrap script into the environment.
- Create a buildout configuration as follows:
.. topic:: buildout.cfg
:class: file
::
[buildout]
parts = instance
extends = http://download.zope.org/Zope2/index/<Zope version>/versions.cfg
[instance]
recipe = zc.recipe.egg
eggs = Zope2
interpreter = py
scripts = runzope zopectl
initialization =
import sys
sys.argv[1:1] = ['-C',r'${buildout:directory}/etc/zope.conf']
This is the minimum but all the usual buildout techniques can be
used.
- Bootstrap the buildout
- Run the buildout
- Create a Zope configuration file. A minimal version would be:
.. topic:: etc/zope.cfg
:class: file
::
%define INSTANCE <path to your instance directory>
python $INSTANCE/bin/py[.exe on Windows]
instancehome $INSTANCE
A fully-annotated sample can be found in the Zope2 egg::
$ cat eggs/Zope2--*/Zope2/utilities/skel/etc/zope.conf.in
.. highlight:: bash
An example session::
$ mkdir /path/to/instance
$ cd /path/to/instance
$ mkdir etc logs var
$ wget http://svn.zope.org/zc.buildout/trunk/bootstrap/bootstrap.py
$ vi buildout.cfg
$ /path/to/your/python bootstrap.py
$ bin/buildout
$ cat eggs/Zope2--*/Zope2/utilities/skel/etc/zope.conf.in > etc/zope.conf
$ vi etc/zope.conf # replace <<INSTANCE_HOME>> with buildout directory
$ bin/zopectl start
In the ``bin`` subdirectory of your instance directory, you will
find ``runzope`` and ``zopectl`` scripts that can be used as
normal.
You can use ``zopectl`` interactively as a command shell by just
calling it without any arguments. Try ``help`` there and ``help <command>``
to find out about additionally commands of zopectl. These commands
also work at the command line.
After installation, refer to :doc:`operation` for documentation on
configuring and running Zope.
doc/INSTALL.rst
View file @ 4a6a1ad5
============================
Building and Installing Zope
============================
Installing Zope
===============
.. highlight:: bash
This document descibes how to get going with Zope.
Prerequisites
=============
-------------
In order to use Zope, you must have the following pre-requisites
available:
......@@ -31,81 +31,32 @@ available:
__ https://sourceforge.net/projects/pywin32/
Installing Zope
===============
Unless using buildout to build a zope instance as described
:ref:`below <buildout-instances>`, you will need to install Zope
separately. If you want to create a buildout-based Zope instance,
please skip directly to that section.
Installing Zope using virtualenv
--------------------------------
Installing Zope
---------------
Zope can be installed within a virtualized Python environment using
``virtualenv`` as follows::
The recommended way to install Zope is within a virtualized Python environment
using ``virtualenv`` as follows::
$ virtualenv --no-site-packages my_zope
$ cd my_zope
$ source bin/activate
$ bin/easy_install -i http://download.zope.org/Zope2/index/<Zope version> Zope2
Using ``virtualenv`` is **highly recommended**. Otherwise, you may encounter
unexpected conflicts with packages that have already been installed.
Once you've installed Zope, you'll need to :ref:`create an instance <classic-instances>`.
Installing Zope using zc.buildout
---------------------------------
Unless you are `developing zope`__, you most likely
want to be creating a :ref:`buildout-based Zope instance <buildout-instances>` rather
that installing using buildout as described in this section.
__ http://docs.zope.org/developer/
However, if you really just want to create Zope instances using the
classic ``mkzopeinstance`` but with the software installed by buildout,
then you need to do the following:
- Download the Zope 2 source distribution from `PyPI`__
If you don't already have ``virtualenv`` installed on your system, download
the latest release from the `virtualenv PyPI page
<http://pypi.python.org/pypi/virtaulenv>`_, unpack it, and install it, e.g.::
__ http://pypi.python.org/pypi/Zope2
$ wget http://pypi.python.org/packages/source/v/virtualenv/virtualenv-1.4.5.tar.gz
$ tar xzf virtualenv-1.4.5.tar.gz
$ cd virtuaenv-1.4.5
$ /path/to/python2.6 setup.py install
- Bootstrap the buildout
If you wish to manage your Zope instance using
buildout, please see the :doc:`INSTALL-buildout`.
- Run the buildout
On Linux, this can be done as follows::
$ wget http://pypi.python.org/packages/source/Z/Zope2/Zope2-<Zope version>.tar.gz
$ tar xfvz Zope2-2.12.0.tar.gz
$ cd Zope2-2.12.0
$ /path/to/your/python bootstrap/bootstrap.py
$ bin/buildout
Once you've installed Zope, you'll need to :ref:`create an instance <classic-instances>`.
Installing Zope using easy_install
----------------------------------
Zope can be installed using ``easy_install``, but it is recommended to
use ``virtualenv`` as described above to avoid unexpected conflicts
with other packages installed directly in your python installation.
However, if you want to use easy_install globally, all you need to do
is::
$ easy_install -i http://download.zope.org/Zope2/index/<Zope version> Zope2
This will create the related scripts such as ``mkzopeinstance`` within the
scripts folder of your python installation. You can then use them to
create instances as described below.
.. _classic-instances:
Creating a classic Zope Instance
================================
Creating a Zope Instance
------------------------
Once you've installed Zope, you will need to create an "instance
home". This is a directory that contains configuration and data for a
......@@ -114,11 +65,6 @@ Zope server process. The instance home is created using the
$ bin/mkzopeinstance
You can specify the Python interpreter to use for the instance
explicitly::
$ bin/mkzopeinstance --python=$PWD/bin/zopepy
You will be asked to provide a user name and password for an
administrator's account during ``mkzopeinstance``. To see the available
command-line options, run the script with the ``--help`` option::
......@@ -126,225 +72,9 @@ command-line options, run the script with the ``--help`` option::
$ bin/mkzopeinstance --help
.. note::
The traditional "inplace" build is no longer supported. If using
``mkzopeinstance``, always do so outside the buildout/virtualenv
environment. If you wish to manage your Zope instance using
buildout, please see the section below.
.. _buildout-instances:
Creating a buildout-based Zope Instance
=======================================
If you wish to use buildout to manage your Zope instance, then the
instance is created as follows:
* Create a directory for your instance. In this directory, create a
``etc``, ``logs`` and ``var`` subdirectories.
* Download the following file into your instance directory:
`http://svn.zope.org/*checkout*/zc.buildout/trunk/bootstrap/bootstrap.py`__
__ http://svn.zope.org/*checkout*/zc.buildout/trunk/bootstrap/bootstrap.py
.. highlight:: none
* Create a buildout configuration as follows:
.. topic:: buildout.cfg
:class: file
::
[buildout]
parts = instance
extends = http://download.zope.org/Zope2/index/<Zope version>/versions.cfg
[instance]
recipe = zc.recipe.egg
eggs = Zope2
interpreter = py
scripts = runzope zopectl
initialization =
import sys
sys.argv[1:1] = ['-C',r'${buildout:directory}/etc/zope.conf']
This is the minimum but all the usual buildout techniques can be
used.
* Create a Zope configuration file starting as follows:
.. topic:: etc/zope.cfg
:class: file
::
%define INSTANCE <path to your instance directory>
python $INSTANCE/bin/py[.exe on Windows]
instancehome $INSTANCE
.. highlight:: bash
* Now, run the following commands::
$ /path/to/your/python bootstrap.py
$ bin/buildout
In the ``bin`` subdirectory of your instance directory, you will
find ``runzope`` and ``zopectl`` scripts that can be used as
normal.
Using your Zope instance
========================
There are various ways to run Zope from your newly created
instance. They are all described below.
Running Zope in the Foreground
------------------------------
To run Zope without detaching from the console, use the ``fg``
command (short for ``foreground``)::
$ /path/to/zope/instance/bin/zopectl fg
In this mode, Zope emits its log messages to the console, and does not
detach from terminal.
Running Zope as a Daemon
-------------------------
Once an instance home has been created, the Zope server can now be
started using this command::
$ /path/to/zope/instance/bin/zopectl start
During start, zope emits log messages into ./log/event.log
You can examine it with the usual tools (cat, more, tail)
and see if there are any errors preventing zope from starting.
.. highlight:: none
.. note::
For this to work on Windows, the Zope instance must be installed as
a Service. This is done with::
bin\zopectl install
If you later want to remove this Service, do the following::
bin\zopectl remove
For the full list of options available for setting up Zope as a
Windows Service, do::
bin\zopectl install --help
.. highlight:: bash
Integrating with System Startup
-------------------------------
zopectl can be linked as rc-script in the usual start directories
on linux or other System V unix variants.
You can use ``zopectl`` interactively as a command shell by just
calling it without any arguments. Try ``help`` there and ``help <command>``
to find out about additionally commands of zopectl. These commands
also work at the command line.
.. note::
On Windows, a Service can be installed and set to start
automatically with the following:
.. code-block:: none
bin\zopectl install --startup=auto
Configuring Zope
================
Your Zope instance is configured through a file, either found by
default::
$ /path/to/zope/instance/bin/zopectl show
...
Config file: /path/to/zope/instance/etc/zope.conf
or passed explicitly on the commandline::
$ /path/to/zope/instance/bin/zopectl -c /tmp/other.conf show
...
Config file: /tmp/other.conf
When starting Zope, if you see errors indicating that an address is in
use, then you may have to change the ports Zope uses for HTTP or FTP.
The default HTTP and FTP ports used by Zope are
8080 and 8021 respectively. You can change the ports used by
editing ./etc/zope.conf appropriately.
The section in the configuration file looks like this::
<http-server>
# valid keys are "address" and "force-connection-close"
address 8080
# force-connection-close on
</http-server>
The address can just be a port number as shown, or a host:port
pair to bind only to a specific interface.
Logging In To Zope
==================
Once you've started Zope, you can then connect to the Zope webserver
by directing your browser to::
http://yourhost:8080/manage
where 'yourhost' is the DNS name or IP address of the machine
running Zope. If you changed the HTTP port as described, use the port
you configured.
You will be prompted for a user name and password. Use the user name
and password you provided in response to the prompts issued during
the "make instance" process.
If you are using a buildout-based Zope instance, you will need to
create a user as follows::
$ bin/zopectl adduser username password
Now you're off and running! You should be looking at the Zope
management screen which is divided into two frames. On the left you
can navigate between Zope objects and on the right you can edit them
by selecting different management functions with the tabs at the top
of the frame.
If you haven't used Zope before, you should head to the Zope web
site and read some documentation. The Zope Documentation section is
a good place to start. You can access it at http://docs.zope.org/
Troubleshooting
===============
- This version of Zope requires Python 2.6.4 or better.
It will *not* run with Python 3.x.
- The Python you run Zope with *must* have threads compiled in,
which is the case for a vanilla build. Warning: Zope will not run
with a Python version that uses ``libpth``. You *must* use
``libpthread``.
The traditional "inplace" build is no longer supported. Always use
``mkzopeinstance`` to create instances outside the virtualenv environment.
- To build Python extensions you need to have Python configuration
information available. If your Python comes from an RPM you may
need the python-devel (or python-dev) package installed too. If
you built Python from source all the configuration information
should already be available.
- See the :doc:`CHANGES` for important notes on this version of Zope.
After installation, refer to :doc:`operation` for documentation on
configuring and running Zope.
doc/index.rst
View file @ 4a6a1ad5
......@@ -9,6 +9,8 @@ Contents:
WHATSNEW.rst
INSTALL.rst
INSTALL-buildout.rst
operation.rst
USERS.rst
SECURITY.rst
SETUID.rst
......
doc/operation.rst 0 → 100644
View file @ 4a6a1ad5
Configuring and Running Zope
============================
.. highlight:: bash
Whichever method you used to install Zope and create a server instance (see
:doc:`INSTALL` and :doc:`INSTALL-buildout`), the end result is configured
and operated the same way.
Configuring Zope
----------------
Your instance's configuration is defined in its ``etc/zope.conf`` file.
Unless you created the file manually, that file should contain fully-
annotated examples of each directive.
You can also pass an explicit configuration file on the commandline::
$ /path/to/zope/instance/bin/zopectl -c /tmp/other.conf show
...
Config file: /tmp/other.conf
When starting Zope, if you see errors indicating that an address is in
use, then you may have to change the ports Zope uses for HTTP or FTP.
The default HTTP and FTP ports used by Zope are
8080 and 8021 respectively. You can change the ports used by
editing ./etc/zope.conf appropriately.
The section in the configuration file looks like this::
<http-server>
# valid keys are "address" and "force-connection-close"
address 8080
# force-connection-close on
</http-server>
The address can just be a port number as shown, or a host:port
pair to bind only to a specific interface.
After making any changes to the configuration file, you need to restart any
running Zope server for the affected instance before changes are in effect.
Running Zope in the Foreground
------------------------------
To run Zope without detaching from the console, use the ``fg``
command (short for ``foreground``)::
$ /path/to/zope/instance/bin/zopectl fg
In this mode, Zope emits its log messages to the console, and does not
detach from the terminal.
Running Zope as a Daemon
------------------------
Once an instance home has been created, the Zope server can now be
started using this command::
$ /path/to/zope/instance/bin/zopectl start
During startup, Zope emits log messages into
`/path/to/zope/instance/log/event.log`. You can examine it with the usual
tools (``cat``, ``more``, ``tail``, etc) and see if there are any errors
preventing Zope from starting.
.. highlight:: none
.. note::
For this to work on Windows, the Zope instance must be installed as
a Service. This is done with::
bin\zopectl install
If you later want to remove this Service, do the following::
bin\zopectl remove
For the full list of options available for setting up Zope as a
Windows Service, do::
bin\zopectl install --help
.. highlight:: bash
Integrating with System Startup
-------------------------------
zopectl can be linked as rc-script in the usual start directories
on linux or other System V unix variants.
You can use ``zopectl`` interactively as a command shell by just
calling it without any arguments. Try ``help`` there and ``help <command>``
to find out about additionally commands of zopectl. These commands
also work at the command line.
.. note::
On Windows, a Service can be installed and set to start
automatically with the following:
.. code-block:: none
bin\zopectl install --startup=auto
Logging In To Zope
------------------
Once you've started Zope, you can then connect to the Zope webserver
by directing your browser to::
http://yourhost:8080/manage
where 'yourhost' is the DNS name or IP address of the machine
running Zope. If you changed the HTTP port as described, use the port
you configured.
You will be prompted for a user name and password. Use the user name
and password you provided in response to the prompts issued during
the "make instance" process.
Now you're off and running! You should be looking at the Zope
management screen which is divided into two frames. On the left you
can navigate between Zope objects and on the right you can edit them
by selecting different management functions with the tabs at the top
of the frame.
If you haven't used Zope before, you should head to the Zope web
site and read some documentation. The Zope Documentation section is
a good place to start. You can access it at http://docs.zope.org/
Troubleshooting
---------------
- This version of Zope requires Python 2.6.4 or better.
It will *not* run with Python 3.x.
- The Python you run Zope with *must* have threads compiled in,
which is the case for a vanilla build. Warning: Zope will not run
with a Python version that uses ``libpth``. You *must* use
``libpthread``.
- To build Python extensions you need to have Python configuration
information available. If your Python comes from an RPM you may
need the python-devel (or python-dev) package installed too. If
you built Python from source all the configuration information
should already be available.
- See the :doc:`CHANGES` for important notes on this version of Zope.
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