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Installing Bika LIMS | ||
==================== | ||
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The process should be similar for all systems on which Plone is supported. | ||
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Linux Installation Steps | ||
------------------------ | ||
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1. Plone and Bika LIMS have some system dependencies | ||
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The following list of packages need to be installed. The package list is valid | ||
for Ubuntu 14.04. If you use a different distribution, you may need to find the | ||
versions of these packages which are provided with your system. :: | ||
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sudo apt-get install python-dev build-essential libffi-dev libpcre3-dev gcc | ||
sudo apt-get install autoconf libtool pkg-config zlib1g-dev git-core libssl-dev | ||
sudo apt-get install libexpat1-dev libxslt1.1 gnuplot libpcre3 libcairo2 | ||
sudo apt-get install libpango1.0-0 libgdk-pixbuf2.0-0 | ||
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2. Install Plone | ||
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Download the latest stable version of the | ||
`Plone Unified Installer <http://plone.org/products/plone/releases>`_. | ||
You should also read the | ||
`Plone Installation Documentation <http://docs.plone.org/manage/installing/index.html>`_. | ||
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A basic command for installing a development environment in Linux:: | ||
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./install.sh --target=/path/to/Plone --build-python --static-lxml zeo | ||
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3. Add Bika LIMS to your buildout.cfg | ||
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Change directory to ``Plone/zeocluster``, and edit ``buildout.cfg``. | ||
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Find the section beginning with ``eggs =``, and add ``bika.lims`` to the existing | ||
entries:: | ||
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eggs = | ||
Plone | ||
Pillow | ||
bika.lims | ||
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Indentation in buildout.cfg is important, and should be kept uniform for all lines. | ||
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Save the file, and then run bin/buildout again. Buildout will download and install | ||
all remaining dependencies. | ||
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If the download is interrupted, simply run bin/buildout again. The process will | ||
be resumed. | ||
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Spurious errors may occur while running buildout, and may be safely ignored. Verify | ||
successful build from the output of the buildout script, which should include a | ||
list of found versions like this:: | ||
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*************** PICKED VERSIONS **************** | ||
[versions] | ||
Babel = 1.3 | ||
CairoSVG = 1.0.7 | ||
Products.ATExtensions = 1.1 | ||
Products.AdvancedQuery = 3.0.3 | ||
PyYAML = 3.11 | ||
Pygments = 1.6 | ||
Pyphen = 0.9.1 | ||
Werkzeug = 0.9.4 | ||
argh = 0.24.1 | ||
bpython = 0.13 | ||
cairocffi = 0.5.3 | ||
cffi = 0.8.2 | ||
collective.progressbar = 0.5 | ||
collective.wtf = 1.0b9 | ||
cssselect = 0.9.1 | ||
gpw = 0.2 | ||
i18ndude = 3.3.3 | ||
magnitude = 0.9.3 | ||
pathtools = 0.1.2 | ||
plone.api = 1.1.0 | ||
plone.jsonapi.core = 0.4 | ||
*************** /PICKED VERSIONS *************** | ||
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If the buildout finished successfully, an 'adminPassword.txt' will have been | ||
created automatically inside the Plone instance folder. It contains the super-user | ||
credentials you'll need to create the Bika site. | ||
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4. Test your setup | ||
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First, start the ZEO Server:: | ||
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bin/plonectl zeoserver start | ||
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Then you must start one ZEO Client in the foreground, noting error messages if any | ||
and taking corrective action if so:: | ||
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bin/plonectl client1 fg | ||
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If you see ``INFO Zope Ready to handle requests`` then the server is running. | ||
Press Control+C to stop the foreground client. | ||
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To start the Plone server normally, use the following command:: | ||
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bin/plonectl start | ||
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5. Add a new Plone/Bika instance. | ||
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Open a browser and go to http://localhost:8080/. Select "Add Plone Site", | ||
and ensure that the Bika LIMS option is checked, then submit the form. | ||
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Windows Installation Steps | ||
-------------------------- | ||
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1. Download and Install Plone | ||
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Currently Bika LIMS for Windows requires a Plone 4.3.1 installation. | ||
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* Download the `Windows Installer <http://plone.org/products/plone/releases/4.3.1>`_ | ||
* Execute the installer and follow through the steps | ||
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For this guide we will assume the default location of `C:\Plone43` | ||
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For more information visit: http://docs.plone.org/manage/installing/index.html | ||
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2. Installing Bika LIMS | ||
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1. Open ``C:\Plone43\buildout.cfg`` in a text editor | ||
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2. Find the section beginning with ``eggs =``, and add ``bika.lims`` to the existing | ||
entries:: | ||
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eggs = | ||
Plone | ||
Pillow | ||
bika.lims | ||
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3. Run buildout from cmd (press ``⊞ Win``, type ``cmd``, press ``↵ Enter``):: | ||
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C:> cd C:\Plone43 | ||
C:\Plone43> bin\buildout.exe | ||
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4. A successful buildout should output:: | ||
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Updating run-instance. | ||
Updating service. | ||
*************** PICKED VERSIONS **************** | ||
[versions] | ||
bika.lims = 3.0 | ||
cairocffi = 0.5.4 | ||
cairosvg = 1.0.7 | ||
cssselect = 0.9.1 | ||
gpw = 0.2 | ||
magnitude = 0.9.3 | ||
products.advancedquery = 3.0.3 | ||
products.atextensions = 1.1 | ||
pycparser = 2.10 | ||
pyphen = 0.9.1 | ||
*************** /PICKED VERSIONS *************** | ||
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If you see the following errors: ``Error: Couldn't install: cffi 0.8.2`` or | ||
``Error 5: Access is denied`` refer to Troubleshooting below. | ||
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3. Setting up Plone Services | ||
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1. Run cmd as Administrator (press ``⊞ Win``, type: ``cmd``, press ``CTRL``+``⇧ Shift``+``↵ Enter``) | ||
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2. Navigate to the Plone root directory:: | ||
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C:\> cd C:\Plone43 | ||
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3. Install, Start and bring your newly created instance to the Foreground | ||
This should stop the default Plone 4.3 Service:: | ||
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C:\Plone43> bin\instance.exe install | ||
C:\Plone43> bin\instance.exe start | ||
C:\Plone43> bin\instance.exe fg | ||
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If you see ``INFO Zope Ready to handle requests`` then the server is running | ||
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4. Add a new Plone/Bika instance. | ||
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Open a browser and go to http://localhost:8080/. Select "Add Plone Site", | ||
and ensure that the Bika LIMS option is checked, then submit the form. | ||
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Upgrading Bika LIMS | ||
------------------- | ||
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If a new release of the LIMS is made available, the following procedure will | ||
upgrade your existing installation to use the new packages. | ||
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1. Backup | ||
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Stop Plone, and make a full backup of your instance before continuing:: | ||
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bin/plonectl stop | ||
bin/fullbackup | ||
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2. Buildout | ||
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Run buildout with the "-n" option, to retreive the latest version of Bika | ||
LIMS and it's dependencies:: | ||
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bin/buildout -n | ||
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3. Restart Plone | ||
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Just as during the installation, it's useful to start a single zeo client | ||
in the foreground to check for errors: | ||
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bin/plonectl client1 stop | ||
bin/plonectl client1 fg | ||
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To restart Plone issue a command like this: | ||
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bin/plonectl restart | ||
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4. Migrate | ||
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Go to site-setup, and click ``Add-ons``. Find Bika LIMS in the list of | ||
activated addons, and click the ``bika.lims`` upgrade button. | ||
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Installing Bika-LIMS source | ||
--------------------------- | ||
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You should already have Plone and Bika LIMS installed. The paths and commands | ||
below are for Linux, but following along in windows is simple. | ||
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1. Download source:: | ||
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cd Plone/zeocluster/src | ||
git clone https://github.com/bikalabs/Bika-LIMS.git bika.lims | ||
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2. Select a git branch:: | ||
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We use git-flow to manage the git repository, with some quirks. The ``next`` | ||
branch contains code for the next hotfix or release, and ``develop`` contains | ||
unreleased code merged from ``feature/*`` branches. :: | ||
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git checkout develop | ||
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3. Edit ``buildout.cfg``:: | ||
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develop = | ||
src/bika.lims | ||
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4. Restart Plone | ||
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bin/plonectl restart all | ||
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The Bika LIMS distribution in Plone/buildout-cache/eggs/bika.lims* will now be | ||
ignored by Plone, and the copy in src/bika.lims is used instead. | ||
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Troubleshooting | ||
--------------- | ||
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(Windows) Dependencies :: | ||
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You need to install some dependencies manually | ||
Download and install _bika_dependencies(Plone 4.3.1).exe_ from https://github.com/zylinx/bika.dependencies | ||
This fixes the fact that Plone's buildout cannot compile the libraries required by weasyprint. | ||
It installs the pre-compiled binaries into System32 and Plone's installation folder instead. | ||
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(Windows) Privileges :: | ||
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Open ``Explorer`` >> Navigate to ``C:\`` >> Right-Click on the ``Plone43`` directory >> select ``roperties`` | ||
Select the ``Security`` Tab >> Click ``Edit`` >> Check ``Full Control`` Allow for necessary User / Group | ||
Click ``Apply`` | ||
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(Windows) If you are having trouble starting ``bin\instance.exe fg`` as follows:: | ||
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The program seems already to be running. If you believe not, | ||
check for dangling .pid and .lock files in var/. | ||
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* You can try the following steps: | ||
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-Find the running process id by opening the .pid file within your instance's var/ directory. | ||
-Open the Windows Task Manager and stop the running process with the above identifier. | ||
-Delete all .pid and .lock files in your instance's var/ directory. | ||
-Start your instance. | ||
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* OR:: | ||
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-Run services.msc | ||
-Search for Plone 4.3 | ||
-Try Starting or Stopping it along with your instance | ||
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To empty/reset the database, run the following:: | ||
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rm -rf var/filestorage | ||
bin/buildout | ||
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If your admin user does not exist or you forget the password:: | ||
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bin/plonectl adduser admin admin | ||
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AttributeError: type object 'IIdServer' has no attribute '__iro__' :: | ||
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* The code for "bika.lims" not installed or not included | ||
* Running buildout again usually fixes this | ||
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Log errors to sentry.bikalabs.com | ||
--------------------------------- | ||
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Add raven to your buildout.cfg in the ``eggs =`` section:: | ||
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eggs = | ||
... | ||
raven | ||
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Then add the following snippet to your [instance] section. If you are using a | ||
ZEO configuration, add this to all [clientX] sections:: | ||
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event-log-custom = | ||
%import raven.contrib.zope | ||
<logfile> | ||
path ${buildout:directory}/var/client1/event.log | ||
level INFO | ||
max-size 5 MB | ||
old-files 5 | ||
</logfile> | ||
<sentry> | ||
dsn http://90723864025d4520b084acee225ddb8a:[email protected]/2 | ||
level ERROR | ||
</sentry> | ||
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Add raven 4.0.4 into [versions] section:: | ||
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[versions] | ||
... | ||
raven = 4.0.4 | ||
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Run bin/buildout, and restart Plone. | ||
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