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README.md

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Tracim - Introduction

Tracim is a collaborative software designed to allow people to share and work on various data and document types.

If you hesitate to install a wiki, a forum or a file management software, stop hesitating and install Tracim.

With Tracim, you manage in the same place:

  • forum-like threads,
  • files and automatic versionning,
  • wiki-like pages for online information,

All data offers:

  • information status: open / resolved / cancelled / deprecated
  • native versionning
  • comment threads making tracim knowledge-growth ready.

Join Tracim community : http://tracim.org

Use-cases

Collaborate with clients

Share information with your clients.

In the same place you will be able to share trouble-shooting threads, files and general information. You can define who the information is shared with.

Example: share the documentation with all your users, run a forum open to your clients, another forum for your collaborators and share troubleshooting threads with each of your clients in a private workspace.

Run a community of experts or passionate people

Collaborate and share experience and stimulate knowledge growth.

In a unique place, you centralize files and threads, and raw information too. Every collaborator can update the information status. Stop worrying about information loss: the traceability is at the hearth of Tracim.

The newcomers knowledge growth is easy because all information has a status and full history. You get the status of information and know how it got there.

Work on quality-driven projects

In quality-driven projects like research and development, knowledge and quality are more important that task ownership and deadlines.

With Tracim, you centralize information, you can stay in touch by configuring your email notifications and work on several projects.

Manage documents and files

Traceability and versionning are very important for high-quality processes. Unfortunately, specialized software are hard to setup and to use.

Let's try Tracim ! You define access-control for each workspace and store documents and file there. Users can't delete information: everything is versionned and never deleted.

The user interface is easy to use: it's based on the well-known folders and files explorer paradigm.


Tracim - the software

Licence

Tracim is licensed under the terms of the GNU Affero General Public License as published by the Free Software Foundation.

Technical information

Tracim is a web application:

The user interface is based on the following resources and technologies:

It runs on Debian GNU/Linux, it should work out-of-the-box on Ubuntu and also on other GNU/Linux distributions.

Hopefully it works on BSD and Windows OSes (but this has not been tested yet).


Use it (or give it a try)

Online Demo

The easiest way to test Tracim is to test it through the online demo:

Ask for a dedicated instance

If you want your own dedicated instance but do not want to manage it by yourself, let's contact me at damien.accorsi@free.fr

Install Tracim on your server

Following the installation documentation below, you'll be able to run your own instance on your server.


Installation

Dependencies

Note: the following information is for Debian. For other OS, adapt the package names.

You'll need to install the following packages on your Operating System:

apt-get install git realpath python3 python-virtualenv python3-dev python-pip build-essential libxml2-dev libxslt1-dev python-lxml

You also need redis-server package if you want to send email in async mode.

 Database

If you want use PostgreSQL as database engine:

apt-get install postgresql-server-dev-all postgresql postgresql-client

Or if you want to use MySQL as database engine

apt-get install mysql-server mysql-client libmysqlclient-dev

Or if you want to use SQLite as database engine

apt-get install sqlite3

Installation

Get the source

Get the sources from github with git:

git clone https://github.com/tracim/tracim.git
cd tracim/

Note: Now everything is documented to be executed from the tracim directory newly created.

Setting-up python virtualenv

Reminder : Tracim is developed and tested using python3.4.

We strongly recommend to use virtualenv as deployment environment. This ensure that there will be no conflict between system-wide python installation and Tracim required ones. To Create the virtual environment:

virtualenv -p /usr/bin/python3.4 tg2env

And to activate it in your terminal session (all tracim command execution must be executed under this virtual environment)):

source tg2env/bin/activate

To install tracim and it's dependencies:

cd tracim && python setup.py develop && cd -
pip install -r install/requirements.txt

Note: If you want to use MySQL database, please refer to Configuration/database schema note to install required package.

Database Setup

Minimalist introduction to PostgreSQL

If you already use/know PostgreSQL, you can directly go to Test the database access.

Allowing local connections on PostgreSQL

PostgreSQL stores connections ahtorization in pg_hba.conf

Edit the pg_hba.conf file and check that connectionx from 127.0.0.1 are allowed using user/password. You should find the following line in the file:

# IPv4 local connections:
host    all             all             127.0.0.1/32            md5

Note: on Debian, the pg_hba.conf file is found at /etc/postgresql/9.1/main/pg_hba.conf

If you changed the file, reload PostgreSQL:

service postgresql reload

Creating a user and associated database

You need a database and associated user/password.

Tracim comes with a tool that will make this step easy : pgtool.

~/tracim$ ./bin/pgtool help

login as postgres user and run the follwoing commands (which are self explanatory)

./bin/pgtool create_user tracimuser tracimpassword
./bin/pgtool create_database tracimdb
./bin/pgtool grant_all_privileges tracimdb tracimuser

Notes :

  • in order to login as postgres user, su as root (with your password) then su postgres.
  • pgtool also offers options to delete users / databases. Run ./bin/pgtool help for more information

Test the database access

So, now you have a database and an associated user/password.

A good habit is to test things before to use them, that's why we want to test the database access now. This is easily done with tracim pgtool :

./bin/pgtool test_connection tracimdb tracimuser tracimpassword 127.0.0.1

The result is similar to the following :

PG # CONNECT TO DATABASE
------------------------
server:     127.0.0.1
database:   tracimdb
username:   bibi

              now
-------------------------------
 2014-11-10 09:40:23.306199+01
(1 row)

In case of failure, you would get something like this:

PG # CONNECT TO DATABASE
------------------------
server:     127.0.0.1
database:   tracimdb
username:   bibi

psql: FATAL:  password authentication failed for user "bibi"
FATAL:  password authentication failed for user "bibi"
ERRROR

In this case, delete the user and database you previously created (using pgtool) and do it again. Do not forget to run the grant_all_rights command!

Minimalist introduction to MySQL

Create database

Connect to mysql with root user (password has been set at "Installation" -> "Dependencies" chapter, when installing package)

mysql -u root -p

Create a database with following command:

CREATE DATABASE tracimdb;

Create a user with following command:

CREATE USER 'tracimuser'@'localhost' IDENTIFIED BY 'tracimpassword';

And allow him to manipulate created database with following command:

GRANT ALL PRIVILEGES ON tracimdb . * TO 'tracimuser'@'localhost';

Then flush privileges:

FLUSH PRIVILEGES;

You can now quit mysql prompt:

\q

Configuration

At this point, you have :

  • an installation of Tracim with its dedicated python3-ready virtualenv
  • a PostgreSQL/MySQL server and dedicated database (if you don't use sqlite)

What you have to do now is to configure the application and to initialize the database content.

Create configuration

cp tracim/development.ini.base tracim/development.ini

You can now edit the file and setup required files. Here are the main ones:

Database access

Configure database in the development.ini file. This is defined as sqlalchemy.url. There is an example value for PostgreSQL below:

sqlalchemy.url = postgresql://tracimuser:tracimpassword@127.0.0.1:5432/tracimdb?client_encoding=utf8

There is an example value for MySQL below (please refer to Configuration/database schema note to install required package):

sqlalchemy.url = mysql+oursql://tracimuser:tracimpassword@127.0.0.1/tracimdb

There is an example value for SQLite below :

sqlalchemy.url = sqlite:///tracimdb.sqlite

Listening port

Default configuration is to listen on port 8080. If you want to adapt this to your environment, edit the .ini file and setup the port you want:

port = 8080

Interface language

The default language is English. You can change it to French by uncommenting the following line in the .ini file:

lang = fr

SMTP parameters for resetpassword and notifications

for technical reason, you have to configure SMTP parameters for rest password process and SMTP parameters for notifications in separate places.

The reset password related parameters are the follwoing ones :

resetpassword.email_sender = tracim@mycompany.com
resetpassword.smtp_host = smtp.mycompany.com
resetpassword.smtp_port = 25
resetpassword.smtp_login = username
resetpassword.smtp_passwd = password

The main parameters for notifications are the following ones:

email.notification.activated = true
email.notification.from.email = noreply@trac.im
email.notification.from.default_label = Tracim Notification
email.notification.smtp.server = smtp.mycompany.com
email.notification.smtp.port = 25
email.notification.smtp.user = username
email.notification.smtp.password = password

Website

You must define general parameters like the base_url and the website title which are required for home page and email notification links

website.title = My Company Intranet
website.base_url = http://intranet.mycompany.com:8080

LDAP

To use LDAP authentication, set auth_type parameter to "ldap":

auth_type = ldap

Then add LDAP parameters

# LDAP server address
ldap_url = ldap://localhost:389

# Base dn to make queries
ldap_base_dn = dc=directory,dc=fsf,dc=org

# Bind dn to identify the search
ldap_bind_dn = cn=admin,dc=directory,dc=fsf,dc=org

# The bind password
ldap_bind_pass = toor

# Attribute name of user record who contain user login (email)
ldap_ldap_naming_attribute = uid

# Matching between ldap attribute and ldap user field (ldap_attr1=user_field1,ldap_attr2=user_field2,...)
ldap_user_attributes = mail=email

# TLS usage to communicate with your LDAP server
ldap_tls = False

# If True, LDAP own tracim group managment (not available for now!)
ldap_group_enabled = False

You may need an administrator account to manage Tracim. Use the following command (from /install/dir/of/tracim/tracim):

gearbox user create -l admin@admin.admin -p admin@admin.admin -g managers -g administrators

Keep in mind admin-email@domain.com must match with LDAP user.

Other parameters

There are other parameters which may be of some interest for you. For example, you can:

  • include a JS tracker like Piwik or Google Analytics,
  • define your own notification email subject
  • personalize notification email
  • personalize home page (background image, title color...)
  • ...

database schema

The last step before to run the application is to initialize the database schema. This is done through the following command:

Note: If you want to use MySQL database, please install this pip package: pip install https://launchpad.net/oursql/py3k/py3k-0.9.4/+download/oursql-0.9.4.zip

cd tracim && gearbox setup-app && cd -

Running the server

Running Tracim in standalone mode

Now you can run the standalone server:

./bin/run.sh

Which should result in something like this:

13:53:49,982 INFO  [gearbox] Starting subprocess with file monitor
13:53:50,646 WARNI [py.warnings] /tmp/tracim/protov1/tg2env/lib/python3.2/site-packages/tw2/core/validation.py:12: ImportWarning: Not importing directory '/tmp/tracim/protov1/tg2env/lib/python3.2/site-packages/tw2/core/i18n': missing __init__.py
  from .i18n import _

13:53:50,862 INFO  [gearbox] Starting server in PID 11174.
Starting HTTP server on http://0.0.0.0:8080

You can now enter the application at http://localhost:8080 and login with admin user.

If admin user not created yet, execute following command:

gearbox user create -l admin@admin.admin -p admin@admin.admin -g managers -g administrators

Enjoy :)

Running Tracim through Apache WSGI

Dependencies

Install dependencies:

apt-get install apache2 libapache2-mod-wsgi-py3

WSGI configuration

Example of Apache WSGI configuration. This configuration refers to productionapp.wsgi which is a copy of the file app.wsgi available in the repo. (this file has to be updated to match with your environment and installation)

<VirtualHost *:80>
    ServerAdmin webmaster@tracim.mycompany.com
    ServerName tracim.mycompany.com

    WSGIProcessGroup tracim
    WSGIDaemonProcess tracim user=www-data group=adm threads=4 python-path=/opt/traciminstall/tg2env/lib/python3.2/site-packages
    WSGIScriptAlias / /opt/traciminstall/tracim/productionapp.wsgi

    #Serve static files directly without TurboGears
    Alias /assets     /opt/traciminstall/tracim/tracim/public/assets
    Alias /favicon.ico /opt/traciminstall/tracim/tracim/public/favicon.ico

    CustomLog /var/log/apache2/demotracim-access.log combined
    ErrorLog /var/log/apache2/demotracim-error.log
    LogLevel debug
</VirtualHost>

Support and Community

Building the community is a work in progress.

Need help ? Do not hesitate to contact me : damien.accorsi@free.fr