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annotate doc/admin_guide.txt @ 2596:070e7989d801 maint-0.7

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author Richard Jones <richard@users.sourceforge.net>
date Tue, 20 Jul 2004 04:49:10 +0000
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1 ====================
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2 Administration Guide
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3 ====================
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4
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5 :Version: $Revision: 1.5.2.5 $
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6
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7 .. contents::
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8
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9 What does Roundup install?
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10 ==========================
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11
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12 There's two "installations" that we talk about when using Roundup:
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13
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14 1. The installation of the software and its support files. This uses the
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15 standard Python mechanism called "distutils" and thus Roundup's core code,
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16 executable scripts and support data files are installed in Python's
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17 directories. On Windows, this is typically:
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18
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19 Scripts
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20 ``<python dir>\scripts\...``
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21 Core code
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22 ``<python dir>\lib\site-packages\roundup\...``
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23 Support files
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24 ``<python dir>\share\roundup\...``
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25
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26 and on Unix-like systems (eg. Linux):
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27
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28 Scripts
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29 ``<python root>/bin/...``
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30 Core code
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31 ``<python root>/lib-<python version>/site-packages/roundup/...``
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32 Support files
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33 ``<python root>/share/roundup/...``
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34
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35 2. The installation of a specific tracker. When invoking the roundup-admin
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36 "inst" (and "init") commands, you're creating a new Roundup tracker. This
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37 installs configuration files, HTML templates, detector code and a new
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38 database. You have complete control over where this stuff goes through
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39 both choosing your "tracker home" and the DATABASE variable in
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40 config.py.
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41
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42
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43 Users and Security
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44 ==================
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45
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46 Roundup holds its own user database which primarily contains a username,
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47 password and email address for the user. Roundup *must* have its own user
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48 listing, in order to maintain internal consistency of its data. It is a
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49 relatively simple exercise to update this listing on a regular basis, or on
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50 demand, so that it matches an external listing (eg. unix passwd file, LDAP,
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51 etc.)
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52
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53 Roundup identifies users in a number of ways:
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54
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55 1. Through the web, users may be identified by either HTTP Basic
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56 Authentication or cookie authentication. If you are running the web
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57 server (roundup-server) through another HTTP server (eg. apache or IIS)
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58 then that server may require HTTP Basic Authentication, and it will pass
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59 the ``REMOTE_USER`` variable through to Roundup. If this variable is not
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60 present, then Roundup defaults to using its own cookie-based login
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61 mechanism.
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62 2. In email messages handled by roundup-mailgw, users are identified by the
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63 From address in the message.
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64
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65 In both cases, Roundup's behaviour when dealing with unknown users is
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66 controlled by Permissions defined in the "SECURITY SETTINGS" section of the
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67 tracker's ``dbinit.py`` module:
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68
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69 Web Registration
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70 If granted to the Anonymous Role, then anonymous users will be able to
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71 register through the web.
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72 Email Registration
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73 If granted to the Anonymous Role, then email messages from unknown users
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74 will result in those users being registered with the tracker.
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75
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76 More information about how to customise your tracker's security settings
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77 may be found in the `customisation documentation`_.
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78
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79 Tasks
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80 =====
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81
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82 Maintenance of Roundup can involve one of the following:
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83
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84 1. `tracker backup`_
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85 2. `software upgrade`_
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86 3. `migrating backends`_
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87 4. `moving a tracker`_
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88
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89
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90 Tracker Backup
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91 --------------
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92
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93 Stop the web and email frontends and to copy the contents of the tracker home
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94 directory to some other place using standard backup tools.
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95
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96
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97 Software Upgrade
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98 ----------------
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99
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100 Always make a backup of your tracker before upgrading software. Steps you may
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101 take:
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102
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103 1. Ensure that the unit tests run on your system::
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104
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105 python run_tests.py
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106
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107 2. If you're using an RDBMS backend, make a backup of its contents now.
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108 3. Make a backup of the tracker home itself.
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109 4. Stop the tracker web and email frontends.
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110 5. Follow the steps in the `upgrading documentation`_ for the new version of
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111 the software in the copied.
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112 6. You may test each of the admin tool, web interface and mail gateway using
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113 the new version of the software. To do this, invoke the scripts directly
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114 in the source directory with::
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115
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116 PYTHONPATH=. python roundup/scripts/roundup_server.py <normal arguments>
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117 PYTHONPATH=. python roundup/scripts/roundup_admin.py <normal arguments>
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118 PYTHONPATH=. python roundup/scripts/roundup_mailgw.py <normal arguments>
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119
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120 Note that on Windows, this would read::
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121
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122 C:\sources\roundup-0.7.4> SET PYTHONPATH=.
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123 C:\sources\roundup-0.7.4> python roundup/scripts/roundup_server.py <normal arguments>
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124
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125 7. Once you're comfortable that the upgrade will work using that copy, you
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126 should instal the new version of the software::
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127
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128 python setup.py install
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129
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130 8. Restart your tracker web and email frontends.
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131
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132 If something bad happens, you may reinstate your backup of the tracker and
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133 reinstall the older version of the sofware using the same install command::
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134
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135 python setup.py install
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136
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138 Migrating Backends
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139 ------------------
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140
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141 1. stop the existing tracker web and email frontends (preventing changes)
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142 2. use the roundup-admin tool "export" command to export the contents of
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143 your tracker to disk
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144 3. copy the tracker home to a new directory
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145 4. change the backend used in the tracker home ``select_db.py`` file
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146 5. delete the "db" directory from the new directory
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147 6. use the roundup-admin "import" command to import the previous export with
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148 the new tracker home
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149 7. test each of the admin tool, web interface and mail gateway using the new
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150 backend
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151 8. move the old tracker home out of the way (rename to "tracker.old") and
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152 move the new tracker home into its place
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153 9. restart web and email frontends
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154
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155
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156 Moving a Tracker
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157 ----------------
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158
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159 If you're moving the tracker to a similar machine, you should:
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160
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161 1. install Roundup on the new machine and test that it works there,
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162 2. stop the existing tracker web and email frontends (preventing changes),
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163 3. copy the tracker home directory over to the new machine, and
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164 4. start the tracker web and email frontends on the new machine.
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165
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166 Most of the backends are actually portable across platforms (ie. from Unix to
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167 Windows to Mac). If this isn't the case (ie. the tracker doesn't work when
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168 moved using the above steps) then you'll need to:
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169
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170 1. install Roundup on the new machine and test that it works there,
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171 2. stop the existing tracker web and email frontends (preventing changes),
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172 3. use the roundup-admin tool "export" command to export the contents of
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173 the existing tracker,
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174 4. copy the export to the new machine,
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175 5. use the roundup-admin "import" command to import the tracker on the new
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176 machine, and
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177 6. start the tracker web and email frontends on the new machine.
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178
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179
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180 Running the Servers
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181 ===================
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182
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183 Unix
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184 ----
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185
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186 On Unix systems, use the scripts/server-ctl script to control the
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187 roundup-server server. Copy it somewhere and edit the variables at the top
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188 to reflect your specific installation.
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189
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190
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191 Windows
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192 -------
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193
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194 On Windows, the roundup-server program runs as a Windows Service, and
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195 therefore may be controlled through the Services control panel. The
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196 roundup-server program may also control the service directly:
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197
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198 **install the service**
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199 ``roundup-server -c install``
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200 **start the service**
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201 ``roundup-server -c start``
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202 **stop the service**
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203 ``roundup-server -c stop``
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204
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205 To bring up the services panel:
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206
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207 Windows 2000 and later
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208 Start/Control Panel/Administrative Tools/Services
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209 Windows NT4
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210 Start/Control Panel/Services
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211
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212 Running the Mail Gateway Script
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213 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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214
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215 The mail gateway script should be scheduled to run regularly on your
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216 Windows server. Normally this will result in a window popping up. The
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217 solution to this is to:
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218
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219 1. Create a new local account on the Roundup server
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220 2. Set the scheduled task to run in the context of this user instead
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221 of your normal login
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222
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223
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224 -------------------
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225
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226 Back to `Table of Contents`_
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227
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228 .. _`Table of Contents`: index.html
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229 .. _`customisation documentation`: customizing.html
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230 .. _`upgrading documentation`: upgrading.html
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231
Roundup Issue Tracker: http://roundup-tracker.org/