xref: /opengrok/trunk

OpenGrok - a wicked fast source browser
---------------------------------------

OpenGrok is a fast and usable source code search and cross reference
engine, written in Java. It helps you search, cross-reference and navigate
your source tree. It can understand various program file formats and
version control histories like SCCS, RCS, CVS, Subversion and Mercurial.

OpenGrok is the tool used for the OpenSolaris Source Browser.

Requirements
------------
    * Latest Java http://java.sun.com/ (At least 1.5)
    * A servlet container like Tomcat (5.x or later)
      http://tomcat.apache.org/
      supporting Servlet 2.4 and JSP 2.0
    * Exuberant Ctags http://ctags.sourceforge.net/
    * Subversion 1.3.0 or later if SVN support is needed
      http://subversion.tigris.org/
    * Mercurial 0.9.3 or later if Mercurial support is needed
      http://www.selenic.com/mercurial/wiki/
    * JFlex Ant task (If you want to build OpenGrok)
      http://www.jflex.org/


Usage
-----
SRC_ROOT refers to the directory containing your source tree.
OpenGrok analyzes the source tree and builds a search index along with
cross-referenced hypertext versions of the source files. These generated
data files will be stored in DATA_ROOT directory. 

OpenGrok setup Step.0 - Setting up the Sources.
----------------------------------------------
Source base must be available locally for OpenGrok to work efficiently. No
changes are required to your source tree. If the code is under source control
management (SCM) OpenGrok requires the checked out source tree under SRC_ROOT.
It is possible for some SCM systems to use a remote repository (Subversion),
but this is not recommended due to the performance penalty. CVS must have a
local repository.
Note that OpenGrok ignores symbolic links.

---------------------------------------------------
Using command line interface.
---------------------------------------------------

Step.1 - Populate DATA_ROOT Directory
=====================================
Option 1. OpenGrok: There is a sample shell script OpenGrok that is suitable
for using in a cronjob to run regularly. Modify the variables in the script
to point appropriate directories, or as the code suggests factor your local
configuration into a seperate file and simplify future upgrades.

Option 2. opengrok.jar: You can also directly use the Java application. If
the sources are all located in a directory SRC_ROOT and the data and
hypertext files generated by OpenGrok are to be stored in DATA_ROOT, run

     $ java -jar opengrok.jar -s SRC_ROOT -d DATA_ROOT

See opengrok.jar manual below for more details.

Step.2 - Configure and Deploy source.war Webapp
===============================================
To configure the webapp source.war, look into the parameters defined in
web.xml of source.war file and change them (see note1) appropriately.

    * HEADER: is the fragment of HTML that will be used to display title or
    logo of your project
    * SRC_ROOT: the absolute path name of the root directory of your source tree
    * DATA_ROOT: absolute path of the directory where OpenGrok data
    files are stored


Optional Step.3 - Path Descriptions
-----------------------------------
OpenGrok uses path descriptions in various places (For eg. while showing
directory listings or search results) Example descriptions are in paths.tsv
file. You can list descriptions for directories one per line tab separated
format path tab description. Refer to example 4 below.

Note 1 - Changing webapp parameters: web.xml is the deployment descriptor
for the web application. It is in a Jar file named source.war, you can
change the :

    * Option 1: Unzip the file to TOMCAT/webapps/source/ directory and
    change the source/WEB-INF/web.xml and other static html files like
    index.html to customize to your project. 
    
    * Option 2: Extract the web.xml file from source.war file

    	$ unzip source.war WEB-INF/web.xml
	
    edit web.xml and re-package the jar file. 

    	$ zip -u source.war WEB-INF/web.xml

    Then copy the war files to <i>TOMCAT</i>/webapps directory.

    * Option 3: Edit the Context container element for the webapp

	Copy source.war to TOMCAT/webapps

        When invoking OpenGrok to build the index, use -w <webapp> to set the 
        context.

        After the index is built, there's a couple different ways to set the
        Context for the servlet container:
          - Add the Context inside a Host element in TOMCAT/conf/server.xml

	    <Context path="/<webapp>" docBase="source.war">
	        <Parameter name="DATA_ROOT" value="/path/to/data/root" override="false" />
		<Parameter name="SRC_ROOT" value="/path/to/src/root" override="false" />
		<Parameter name="HEADER" value='...' override="false" />
	    </Context>

          - Create a Context file for the webapp

	    This file will be named `<webapp>.xml'.

	    For Tomcat, the file will be located at:
	    `TOMCAT/conf/<engine_name>/<hostname>', where <engine_name>
	    is the Engine that is processing requests and <hostname> is a Host
	    associated with that Engine.  By default, this path is
	    'TOMCAT/conf/Catalina/localhost' or 'TOMCAT/conf/Standalone/localhost'.

	    This file will contain something like the Context described above.

---------------------------------------------------
Using Java DB for history cache
(instead of gzipped xml files)
---------------------------------------------------

You need Java DB 10.5.3 or later
(OpenSolaris: # pkg install SUNWjavadb or SUNWj6dev ,
Debian/Ubuntu: # apt-get install sun-java6-javadb).
There are two modes, having Java DB embedded, or running a Java DB server.
Java DB server is default option, I will not describe how to set up embedded
option.

1) Start the server:
$ mkdir -p $DATA_ROOT/derby

OpenSolaris:
# svcadm enable javadb
OR
$ java -Dderby.system.home=$DATA_ROOT/derby -jar /opt/SUNWjavadb/lib/derbynet.jar start
OR
$ java -Dderby.system.home=$DATA_ROOT/derby -jar /usr/jdk/instances/jdk1.6.0/db/lib/derbynet.jar start

Debian:
$ java -Dderby.system.home=$DATA_ROOT/derby -jar /usr/lib/jvm/java-6-sun/db/lib/derbynet.jar start


2) You need to have the derbyclient.jar in lib directory of opengrok.jar and in source.war WEB-INF/lib
Copy it over from
OpenSolaris: /opt/SUNWjavadb/lib/derbyclient.jar OR /usr/jdk/instances/jdk1.6.0/db/lib/derbyclient.jar
Debian: /usr/lib/jvm/java-6-sun/db/lib/derbyclient.jar

3) Use these options with indexer when indexing/generating the configuration:
    -D -H

Also the Java DB server has to be running during indexing and for the web application.

Note: To use a bigger database buffer, which may improve performance of both
indexing and fetching of history, create a file named derby.properties in
$DATA_ROOT/derby and add this line to it:
derby.storage.pageCacheSize=25000

---------------------------------------------------
Using Findbugs
---------------------------------------------------
If you want to run Findbugs (http://findbugs.sourceforge.net/) on OpenGrok,
you have to download Findbugs to your machine, and install it where you have 
checked out your OpenGrok source code, under the lib/findbugs directory,
like this:

   cd ~/.ant/lib
   wget http://..../findbugs-x.y.z.tar.gz
   gtar -xf findbugs-x.y.z.tar.gz
   mv findbugs-x.y.z findbugs

You can now run ant with the findbugs target:

  ant findbugs
  ...
  findbugs:
   [findbugs] Executing findbugs from ant task
   [findbugs] Running FindBugs...
   [findbugs] Warnings generated: nnn
   [findbugs] Output saved to findbugs/findbugs.html

Now, open findbugs/findbugs.html in a web-browser, and start fixing bugs!

If you want to install findbugs some other place than ~/.ant/lib, you can untar the
.tar.gz file to a directory, and use the findbugs.home property to tell ant where to find
findbugs, like this (if you have installed fundbugs under the lib directory):

  ant findbugs -Dfindbugs.home=lib/findbug

There is also a findbugs-xml ant target that can be used to generate XML files that can
later be parsed, e.g. by Hudson.

---------------------------------------------------
Using Emma
---------------------------------------------------
If you want to check test coverage on OpenGrok, download Emma from
http://emma.sourceforge.net/. Place emma.jar and emma-ant.jar in the
opengrok/trunk/lib directory, or ~/.ant/lib.

Now you can instrument your classes, and create a jar file:

   ant emma-instrument

If you are using NetBeans, select File - "opengrok" Properties 
- libraries - Compile tab. Press the "Add JAR/Folder" and select
lib/emma.jar and lib/emma_ant.jar

If you are not using netbeans, you have to edit the file 
nbproject/project.properties, and add "lib/emma.jar" and 
"lib/emma_ant.jar" to the javac.classpath inside it.

Now you can put the classes into jars and generate distributables:

   ant dist

The classes inside opengrok.jar should now be instrumented.
If you use opengrok.jar for your own set of tests, you need 
emma.jar in the classpath.If you want to specify where to store 
the run time analysis, use these properties:

   emma.coverage.out.file=path/coverage.ec
   emma.coverage.out.merge=true

The coverage.ec file should be placed in the opengrok/trunk/coverage
directory for easy analyzation.

If you want to test the coverage of the unit tests, you can
run the tests:

   ant test   (Or Alt+F6 in NetBeans)

Now you should get some output saying that Emma is placing runtime 
coverage data into coverage.ec.

To generate reports, run ant again:

   ant emma-report

Look at coverage/coverage.txt, coverage/coverage.xml and 
coverage/coverage.html to see how complete your tests are.

Note: For full coverage report your system has to provide proper junit test 
environment, that would mean:
- you have to use ant 1.7 and above
- at least junit-4.?.jar has to be in ants classpath (e.g. in ./lib)
- your PATH must contain exuberant ctags binary
- your PATH variable must contain binaries of appropriate SCM SW, so commands
hg, sccs, cvs, git, bzr, svn (svnadmin too) must be available for full report

---------------------------------------------------
Using Checkstyle
---------------------------------------------------

To check that your code follows the standard coding conventions,
you can use checkstyle from http://checkstyle.sourceforge.net/

First you must download checkstyle from http://checkstyle.sourceforge.net/ ,
You need Version 5.0-beta01 (or newer). Extract the package you have
downloaded, and create a symbolic link to it from ~/.ant/lib/checkstyle,
e.g. like this:

   cd ~/.ant/lib
   unzip ~/Desktop/checkstyle-5.0-beta01.zip
   ln -s checkstyle-5.0-beta01 checkstyle

You also have to create symbolic links to the jar files:

   cd checkstyle
   ln -s checkstyle-5.0-beta01.jar checkstyle.jar
   ln -s checkstyle-all-5.0-beta01.jar checkstyle-all.jar

To run checkstyle on the source code, just run ant checkstyle:

   ant checkstyle

Output from the command will be stored in the checkstyle directory.

If you want to install checkstyle some other place than ~/.ant/lib, you can
untar the .tar.gz file to a directory, and use the checkstyle.home property
to tell ant where to find checkstyle, like this (if you have installed 
checkstyle under the lib directory):

  ant checkstyle -Dcheckstyle.home=lib/checkstyle

---------------------------------------------------
Using PMD
---------------------------------------------------

To check the quality of the OpenGrok code you can also use PMD
from http://pmd.sourceforge.net/.

How to install:

  cd ~/.ant/lib
  unzip ~/Desktop/pmd-bin-4.2.2.zip
  ln -s pmd-4.2.2/ pmd

You also have to make links to the jar files:

  cd ~/.ant/lib/pmd/lib
  ln -s pmd-4.2.2.jar pmd.jar
  ln -s jaxen-1.1.1.jar jaxen.jar

To run PMD on the rource code, just run ant pmd:

  ant pmd

Outout from the command will be stored in the pmd subdirectory.

  % ls pmd
  pmd_report.html  pmd_report.xml

If you want to install PMD some other place than ~/.ant/lib, you can
unzip the .zip file to a directory, and use the pmd.home property
to tell ant where to find PMD, like this (if you have installed 
PMD under the lib directory):

  ant pmd -Dpmd.home=lib/pmd-4.2.3

---------------------------------------------------
Using JDepend
---------------------------------------------------
To see dependencies in the source code, you can use JDepend from
http://clarkware.com/software/JDepend.html.

How to install:

  cd ~/.ant/lib
  unzip ~/Desktop/jdepend-2.9.zip
  ln -s jdepend-2.9/ jdepend
  cd jdepend/lib
  ln -s jdepend-2.9.jar jdepend.jar

How to analyze:

  ant jdepend

Output is stored in the jdepend directory:

  $ ls jdepend/
  report.txt  report.xml

AUTHORS 
-------
Chandan B.N, Sun Microsystems. https://blogs.sun.com/chandan
Trond Norbye, norbye.org
Knut Pape, eBriefkasten.de
Martin Englund, Sun Microsystems
Knut Anders Hatlen, Sun Microsystems