psycopg2/doc/src/install.rst
Daniele Varrazzo d8bbaf0481 Added info about running the test suite in the docs
They were in the INSTALL file, which is quite out-of-date now.
Also fixed a couple of other things.
2014-08-24 02:06:09 +01:00

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Introduction
============
.. sectionauthor:: Daniele Varrazzo <daniele.varrazzo@gmail.com>
Psycopg is a PostgreSQL_ adapter for the Python_ programming language. It is a
wrapper for the libpq_, the official PostgreSQL client library.
The `psycopg2` package is the current mature implementation of the adapter: it
is a C extension and as such it is only compatible with CPython_. If you want
to use Psycopg on a different Python implementation (PyPy, Jython, IronPython)
there is an experimental `porting of Psycopg for Ctypes`__, but it is not as
mature as the C implementation yet.
The current `!psycopg2` implementation supports:
..
NOTE: keep consistent with setup.py and the /features/ page.
- Python 2 versions from 2.5 to 2.7
- Python 3 versions from 3.1 to 3.4
- PostgreSQL versions from 7.4 to 9.4
.. _PostgreSQL: http://www.postgresql.org/
.. _Python: http://www.python.org/
.. _libpq: http://www.postgresql.org/docs/current/static/libpq.html
.. _CPython: http://en.wikipedia.org/wiki/CPython
.. _Ctypes: http://docs.python.org/library/ctypes.html
.. __: https://github.com/mvantellingen/psycopg2-ctypes
.. note::
`!psycopg2` usually depends at runtime on the libpq dynamic library.
However it can connect to PostgreSQL servers of any supported version,
independently of the version of the libpq used: just install the most
recent libpq version or the most practical, without trying to match it to
the version of the PostgreSQL server you will have to connect to.
Installation
============
If possible, and usually it is, please :ref:`install Psycopg from a package
<install-from-package>` available for your distribution or operating system.
Compiling from source is a very easy task, however `!psycopg2` is a C
extension module and as such it requires a few more things in place respect to
a pure Python module. So, if you don't have experience compiling Python
extension packages, *above all if you are a Windows or a Mac OS user*, please
use a pre-compiled package and go straight to the :ref:`module usage <usage>`
avoid bothering with the gory details.
.. _install-from-package:
Install from a package
----------------------
.. index::
pair: Install; Linux
**Linux**
Psycopg is available already packaged in many Linux distributions: look
for a package such as ``python-psycopg2`` using the package manager of
your choice.
On Debian, Ubuntu and other deb-based distributions you should just need::
sudo apt-get install python-psycopg2
to install the package with all its dependencies.
.. index::
pair: Install; Mac OS X
**Mac OS X**
Psycopg is available as a `fink package`__ in the *unstable* tree: you may
install it with::
fink install psycopg2-py27
.. __: http://pdb.finkproject.org/pdb/package.php/psycopg2-py27
The library is also available on `MacPorts`__ try::
sudo port install py27-psycopg2
.. __: http://www.macports.org/
.. index::
pair: Install; Windows
**Microsoft Windows**
Jason Erickson maintains a packaged `Windows port of Psycopg`__ with
installation executable. Download. Double click. Done.
.. __: http://www.stickpeople.com/projects/python/win-psycopg/
.. index::
single: Install; from source
.. _install-from-source:
Install from source
-------------------
These notes illustrate how to compile Psycopg on Linux. If you want to compile
Psycopg on other platforms you may have to adjust some details accordingly.
.. _requirements:
Psycopg is a C wrapper to the libpq PostgreSQL client library. To install it
from sources you will need:
- A C compiler.
- The Python header files. They are usually installed in a package such as
**python-dev**. A message such as *error: Python.h: No such file or
directory* is an indication that the Python headers are missing.
- The libpq header files. They are usually installed in a package such as
**libpq-dev**. If you get an *error: libpq-fe.h: No such file or directory*
you are missing them.
- The :program:`pg_config` program: it is usually installed by the
**libpq-dev** package but sometimes it is not in a :envvar:`PATH` directory.
Having it in the :envvar:`PATH` greatly streamlines the installation, so try
running ``pg_config --version``: if it returns an error or an unexpected
version number then locate the directory containing the :program:`pg_config`
shipped with the right libpq version (usually
``/usr/lib/postgresql/X.Y/bin/``) and add it to the :envvar:`PATH`::
$ export PATH=/usr/lib/postgresql/X.Y/bin/:$PATH
You only need it to compile and install `!psycopg2`, not for its regular
usage.
.. note::
The libpq header files used to compile `!psycopg2` should match the
version of the library linked at runtime. If you get errors about missing
or mismatching libraries when importing `!psycopg2` check (e.g. using
:program:`ldd`) if the module ``psycopg2/_psycopg.so`` is linked to the
right ``libpq.so``.
.. index::
single: Install; from PyPI
.. _package-manager:
Use a Python package manager
^^^^^^^^^^^^^^^^^^^^^^^^^^^^
If the above requirements are satisfied, you can use :program:`easy_install`,
:program:`pip` or whatever the Python package manager of the week::
$ pip install psycopg2
Please refer to your package manager documentation about performing a local or
global installation, :program:`virtualenv` (fully supported by recent Psycopg
versions), using different Python versions and other nuances.
.. index::
single: setup.py
single: setup.cfg
.. _source-package:
Use the source package
^^^^^^^^^^^^^^^^^^^^^^
You can download a copy of Psycopg source files from the `Psycopg download
page`__. Once unpackaged, to compile and install the package you can run::
$ python setup.py build
$ sudo python setup.py install
If you have less standard requirements such as:
- creating a :ref:`debug build <debug-build>`,
- using :program:`pg_config` not in the :envvar:`PATH`,
- supporting ``mx.DateTime``,
then take a look at the ``setup.cfg`` file.
Some of the options available in ``setup.cfg`` are also available as command
line arguments of the ``build_ext`` sub-command. For instance you can specify
an alternate :program:`pg_config` version using::
$ python setup.py build_ext --pg-config /path/to/pg_config build
Use ``python setup.py build_ext --help`` to get a list of the options
supported.
.. __: http://initd.org/psycopg/download/
.. index::
single: tests
.. _test-suite:
Running the test suite
^^^^^^^^^^^^^^^^^^^^^^
The included ``Makefile`` allows to run all the tests included in the
distribution. Just run::
make
make check
The tests run against a database called ``psycopg2_test`` on UNIX socket and
the standard port. You can configure a different database to run the test by
setting the environment variables:
- :envvar:`PSYCOPG2_TESTDB`
- :envvar:`PSYCOPG2_TESTDB_HOST`
- :envvar:`PSYCOPG2_TESTDB_PORT`
- :envvar:`PSYCOPG2_TESTDB_USER`
The database should already exist before running the tests.
.. index::
single: debug
single: PSYCOPG_DEBUG
.. _debug-build:
Creating a debug build
----------------------
In case of problems, Psycopg can be configured to emit detailed debug
messages, which can be very useful for diagnostics and to report a bug. In
order to create a debug package:
- `Download`__ and unpack the Psycopg source package.
- Edit the ``setup.cfg`` file adding the ``PSYCOPG_DEBUG`` flag to the
``define`` option.
- :ref:`Compile and install <source-package>` the package.
- Set the :envvar:`PSYCOPG_DEBUG` environment variable::
$ export PSYCOPG_DEBUG=1
- Run your program (making sure that the `!psycopg2` package imported is the
one you just compiled and not e.g. the system one): you will have a copious
stream of informations printed on stderr.
.. __: http://initd.org/psycopg/download/
.. _other-problems:
If you still have problems
--------------------------
Try the following. *In order:*
- Read again the :ref:`requirements <requirements>`.
- Read the :ref:`FAQ <faq-compile>`.
- Google for `!psycopg2` *your error message*. Especially useful the week
after the release of a new OS X version.
- Write to the `Mailing List`__.
- Complain on your blog or on Twitter that `!psycopg2` is the worst package
ever and about the quality time you have wasted figuring out the correct
:envvar:`ARCHFLAGS`. Especially useful from the Starbucks near you.
.. __: http://mail.postgresql.org/mj/mj_wwwusr/domain=postgresql.org?func=lists-long-full&extra=psycopg