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How to install InDefero on a shared server like Dreamhost, using Mercurial

InDefero on Dreamhost with Mercurial

This little how-to explains how to get InDefero and the Mercurial SCM to work on a shared server environment like Dreamhost.

It involves creating a local PEAR install, a local Mercurial install and tweaking the InDefero and Pluf installation to work with that particular setup.

Details

1. Mercurial

Get and compile

More often than not, your hosting provider has installed an old version of Mercurial.

Dreamhost only carries Mercurial 0.9, which is ancient.

We need the latest version.

Enter hg version in your ssh shell.

If it's old, we need to compile it ourselves:

    $ mkdir -p ~/.packages/src
    $ cd ~/.packages/src
    $ wget http://www.selenic.com/mercurial/release/mercurial-1.3.1.tar.gz
    $ tar xvzf mercurial-1.3.1.tar.gz
    $ cd mercurial-1.3.1
    $ python setup.py install --home=~/.packages/

Notice that we are doing a local install by passing --home to the install script.

Edit .bashrc and .bash_profile (round one)

Put these lines in both .bashrc and .bash_profile:

    export PYTHONPATH=${HOME}/.packages/lib/python
    export PATH=${HOME}/.packages/bin:$PATH

Log out or reload your environment - enter hg version

It should print:

    $ Mercurial Distributed SCM (version 1.3.1)

2. PEAR

Run the following commands in your shell:

Create your local pear config:

    $ pear config-create $HOME .pearrc

Set up pear tmp directories (replace with your own):

    $ pear config-set download_dir /home/<username>/tmp/pear/cache
    $ pear config-set cache_dir /home/<username>/tmp/pear/cache
    $ pear config-set temp_dir /home/<username>/tmp/pear/temp

Install your very own local copy of PEAR:

    $ pear install -o PEAR

Edit .bashrc and .bash_profile (round two)

Add these two lines to your .bashrc and .bash_profile:

    export PHP_PEAR_PHP_BIN=/usr/local/php5/bin/php
    export PATH=/home/username/pear:/usr/local/php5/bin:$PATH

Please replace username with your own username - easy to overlook.

Reload your environment.

Install Mail and Mail_Mime packages

(Taken straight off of the standard InDefero install instructions)

    $ pear upgrade-all
    $ pear install --alldeps Mail
    $ pear install --alldeps Mail_mime

Check your environment by entering the following into the shell:

    $ pear list

If all is well, you should see this:

    Installed packages, channel pear.php.net:
    =========================================
    Package          Version State
    Archive_Tar      1.3.3   stable
    Auth_SASL        1.0.3   stable
    Console_Getopt   1.2.3   stable
    Mail             1.1.14  stable
    Mail_Mime        1.5.2   stable
    Mail_mimeDecode  1.5.0   stable
    Net_SMTP         1.3.3   stable
    Net_Socket       1.0.9   stable
    PEAR             1.9.0   stable
    Structures_Graph 1.0.2   stable
    XML_Util         1.2.1   stable

3. Tweaking Pluf and InDefero sources

Besides following the standard installation instructions, you need to tweak some configuration options and edit some source files in order to successfully install it.

You need to do this before running the migrate script!

indefero/src/conf/idf.php

Make sure that you are setting hg_path to your local hg:

    $cfg['hg_path'] = '/home/<username>/bin/hg';

pluf/src/Migrate.php

Put these lines at the start of the file:

    $pear_path_local = '/home/<username>/pear/php';
    set_include_path($pear_path_local
                     .PATH_SEPARATOR.get_include_path());

It should silent PEAR errors when running the migrate script.

indefero/www/index.php

Edit the index.php file:

    // Set the include path to have Pluf and IDF in it.

    // Ensure that we use the right Python path:
    putenv('PYTHONPATH=/home/<username>/.packages/lib/python');
    // Provide local PEAR path:
    $pear_path_local = '/home/<username>/pear/php';
    // Can't hurt to pass local PEAR config:
    $pear_user_config = '/home/<username>/.pearrc';

    $indefero_path = '/home/<username>/<path_to>/indefero/src';
    $pluf_path = '/home/<username>/<path_to>/pluf/src';

    // Local PEAR path must before global include path:
    set_include_path($pear_path_local
                        .PATH_SEPARATOR.get_include_path()
                        .PATH_SEPARATOR.$indefero_path
                        .PATH_SEPARATOR.$pluf_path
                    );
    require 'Pluf.php';

Important :

Setting the PYTHONPATH is crucial because otherwise the script tries to load the global Python libs instead of the local libs, and our local Mercurial silently fails.

Putting the local pear path before the global include path is also all-important.

That's it ! :)

This would not have been solved if it wasn't for meister_ on IRC.

A huge thanks to him for his assistance. :)

( See Issue 294 for reference )

Indefero

Installation-Dreamhost-Mercurial