Mercurial > p > roundup > code
annotate doc/admin_guide.txt @ 7667:08e4399c3ae4
doc: document the messages generated from import/export
The numbers reported when exporting/importing don't make sense unless
you know how they are generated and used. Document that. Norbert
Schlemmer asked about it while debugging an import issue with
postgresql. So document it since I did the work.
| author | John Rouillard <rouilj@ieee.org> |
|---|---|
| date | Thu, 19 Oct 2023 14:07:56 -0400 |
| parents | 60fc16b6a1cc |
| children | 5b41018617f2 |
| rev | line source |
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1 .. meta:: |
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2 :description: |
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3 How to administer, backup, upgrade a Roundup installation. |
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4 System and user security, configuring web compression, |
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5 documentation on using roundup-server and running |
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6 roundup-admin. |
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7 |
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8 |
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9 ==================== |
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10 Administration Guide |
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11 ==================== |
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12 |
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13 .. contents:: |
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14 :local: |
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15 |
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16 What does Roundup install? |
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17 ========================== |
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18 |
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19 There's two "installations" that we talk about when using Roundup: |
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20 |
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21 1. The installation of the software and its support files. This uses the |
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22 standard Python mechanism called "setuptools" and thus Roundup's core code, |
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23 executable scripts and support data files are installed in Python's |
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24 directories. On Windows, this is typically: |
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25 |
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26 Scripts |
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27 ``<python dir>\scripts\...`` |
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28 Core code |
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29 ``<python dir>\lib\site-packages\roundup\...`` |
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30 Support files |
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31 ``<python dir>\share\roundup\...`` |
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32 |
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33 and on Unix-like systems (eg. Linux): |
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34 |
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35 Scripts |
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36 ``<python root>/bin/...`` |
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37 Core code |
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38 ``<python root>/lib-<python version>/site-packages/roundup/...`` |
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39 Support files |
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40 ``<python root>/share/roundup/...`` |
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41 |
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42 2. The installation of a specific tracker. When invoking the roundup-admin |
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43 "inst" (and "init") commands, you're creating a new Roundup tracker. This |
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44 installs configuration files, HTML templates, detector code and a new |
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45 database. You have complete control over where this stuff goes through |
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46 both choosing your "tracker home" and the ``main`` -> ``database`` variable |
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47 in the tracker's config.ini. |
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48 |
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49 |
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50 Configuring Roundup's Logging of Messages For Sysadmins |
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51 ======================================================= |
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52 |
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53 You may configure where Roundup logs messages in your tracker's config.ini |
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54 file. Roundup will use the standard Python (2.3+) logging implementation. |
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55 |
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56 Configuration for standard "logging" module: |
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57 - tracker configuration file specifies the location of a logging |
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58 configration file as ``logging`` -> ``config`` |
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59 - ``roundup-server`` specifies the location of a logging configuration |
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60 file on the command line |
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61 Configuration for "BasicLogging" implementation: |
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62 - tracker configuration file specifies the location of a log file |
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63 ``logging`` -> ``filename`` |
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64 - tracker configuration file specifies the level to log to as |
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65 ``logging`` -> ``level`` |
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66 - ``roundup-server`` specifies the location of a log file on the command |
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67 line |
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68 - ``roundup-server`` specifies the level to log to on the command line |
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69 |
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70 (``roundup-mailgw`` always logs to the tracker's log file) |
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71 |
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72 In both cases, if no logfile is specified then logging will simply be sent |
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73 to sys.stderr with only logging of ERROR messages. |
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74 |
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76 Configuring roundup-server |
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77 ========================== |
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78 |
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79 The basic configuration file is as follows (taken from the |
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80 ``roundup-server.ini.example`` file in the "doc" directory):: |
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81 |
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82 [main] |
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83 |
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84 # Host name of the Roundup web server instance. |
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85 # If left unconfigured (no 'host' setting) the default |
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86 # will be used. |
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87 # If empty, listen on all network interfaces. |
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88 # If you want to explicitly listen on all |
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89 # network interfaces, the address 0.0.0.0 is a more |
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90 # explicit way to achieve this, the use of an empty |
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91 # string for this purpose is deprecated and will go away |
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92 # in a future release. |
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93 # Default: localhost |
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94 host = localhost |
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95 |
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96 # Port to listen on. |
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97 # Default: 8080 |
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98 port = 8017 |
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99 |
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100 # Path to favicon.ico image file. If unset, built-in favicon.ico is used. |
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101 # The path may be either absolute or relative |
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102 # to the directory containing this config file. |
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103 # Default: favicon.ico |
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104 favicon = favicon.ico |
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105 |
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106 # User ID as which the server will answer requests. |
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107 # In order to use this option, the server must be run initially as root. |
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108 # Availability: Unix. |
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109 # Default: |
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110 user = roundup |
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111 |
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112 # Group ID as which the server will answer requests. |
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113 # In order to use this option, the server must be run initially as root. |
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114 # Availability: Unix. |
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115 # Default: |
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116 group = |
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117 |
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118 # Maximum number of children to spawn using fork multiprocess mode. |
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119 # Default: 40 |
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120 max_children = 40 |
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122 # don't fork (this overrides the pidfile mechanism)' |
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123 # Allowed values: yes, no |
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124 # Default: no |
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125 nodaemon = no |
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126 |
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127 # Log client machine names instead of IP addresses (much slower) |
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128 # Allowed values: yes, no |
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129 # Default: no |
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130 log_hostnames = no |
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131 |
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132 # Have http(s) request logging done via python logger module. |
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133 # If set to yes the python logging module is used with qualname |
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134 # 'roundup.http'. Otherwise logging is done to stderr or the file |
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135 # specified using the -l/logfile option. |
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136 # Allowed values: yes, no |
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137 # Default: no |
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138 loghttpvialogger = no |
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139 |
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140 # File to which the server records the process id of the daemon. |
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141 # If this option is not set, the server will run in foreground |
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142 # |
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143 # The path may be either absolute or relative |
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144 # to the directory containing this config file. |
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145 # Default: |
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146 pidfile = |
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147 |
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148 # Log file path. If unset, log to stderr. |
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149 # The path may be either absolute or relative |
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150 # to the directory containing this config file. |
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151 # Default: |
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152 logfile = |
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153 |
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154 # Set processing of each request in separate subprocess. |
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155 # Allowed values: debug, none, thread, fork. |
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156 # Default: fork |
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157 multiprocess = fork |
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158 |
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159 # Tracker index template. If unset, built-in will be used. |
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160 # The path may be either absolute or relative |
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161 # to the directory containing this config file. |
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162 # Default: |
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163 template = |
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164 |
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165 # Enable SSL support (requires pyopenssl) |
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166 # Allowed values: yes, no |
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167 # Default: no |
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168 ssl = no |
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169 |
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170 # PEM file used for SSL. A temporary self-signed certificate |
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171 # will be used if left blank. |
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172 # The path may be either absolute or relative |
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173 # to the directory containing this config file. |
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174 # Default: |
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175 pem = |
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176 |
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177 # Comma separated list of extra headers that should |
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178 # be copied into the CGI environment. |
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179 # E.G. if you want to access the REMOTE_USER and |
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180 # X-Proxy-User headers in the back end, |
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181 # set to the value REMOTE_USER,X-Proxy-User. |
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182 # Allowed values: comma-separated list of words |
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183 # Default: |
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184 include_headers = |
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185 |
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186 # Change to HTTP/1.0 if needed. This disables keepalive. |
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187 # Default: HTTP/1.1 |
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188 http_version = HTTP/1.1 |
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189 |
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190 # Roundup trackers to serve. |
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191 # Each option in this section defines single Roundup tracker. |
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192 # Option name identifies the tracker and will appear in the URL. |
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193 # Option value is tracker home directory path. |
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194 # The path may be either absolute or relative |
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195 # to the directory containing this config file. |
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196 [trackers] |
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197 |
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198 demo = /trackers/demo |
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199 sysadmin = /trackers/sysadmin |
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200 |
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201 Additional notes for each keyword: |
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202 |
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203 **template** |
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204 Specifies a template used for displaying the tracker index when |
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205 multiple trackers are being used. It is processed by TAL and |
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206 the variable "trackers" is available to the template and is a |
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207 dict of all configured trackers. |
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208 **ssl** |
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209 Enables use of SSL to secure the connection to the |
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210 roundup-server. In most cases, you will want to run a |
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211 real web server (Apache, Nginx) as a proxy to |
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212 roundup-server running without SSL. The real web server |
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213 can filter/rate limit/firewall requests to roundup-server. |
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214 If you enable this, ensure that your tracker's config.ini specifies |
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215 an *https* URL. See roundup-server.1 man page for |
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216 additional information. |
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217 **pem** |
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218 If specified, the SSL PEM file containing the private key and certificate. |
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219 The file must include both the private key and certificate with appropriate |
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220 headers (e.g. ``-----BEGIN PRIVATE KEY-----``, |
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221 ``-----END PRIVATE KEY-----`` and |
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222 ``-----BEGIN CERTIFICATE-----``, |
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223 ``-----END CERTIFICATE-----``. |
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224 If not specified, roundup will generate a temporary, self-signed certificate |
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225 for use. |
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226 **trackers** section |
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227 Each line denotes a mapping from a URL component to a tracker home. |
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228 Make sure the name part doesn't include any url-unsafe characters like |
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229 spaces. Stick to alphanumeric characters and you'll be ok. |
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230 |
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231 To generate a config.ini in the current directory from the |
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232 roundup-server command line use:: |
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233 |
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234 roundup_server -p 8017 -u roundup --save-config demo=/trackers/demo \ |
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235 sysadmin=/trackers/sysadmin |
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236 |
| 7334 | 237 Note it will save an old config.ini file to config.bak and create a |
| 238 new config.ini. The file is recreated from scratch ignoring the | |
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239 contents of the current config.ini. You may need to merge the backup |
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240 and config files. save-config doesn't attempt to load or verify an |
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241 existing config.ini. Running this in a tracker home directory will |
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242 move the exsiting config.ini to config.bak and replace it with the |
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243 roundup-server's config.ini. This will make the tracker in the |
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244 directory fail to start util the original config.ini is restored. |
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245 |
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246 Configuring Compression |
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247 ======================= |
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248 |
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249 Roundup will compress HTTP responses to clients on the fly. Dynamic, |
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250 on the fly, compression is enabled by default, to disable it set:: |
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251 |
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252 [web] |
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253 ... |
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254 dynamic_compression = No |
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255 |
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256 in the tracker's ``config.ini``. You should disable compression if |
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257 your proxy (e.g. nginx or apache) or wsgi server (uwsgi) is configured |
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258 to compress responses on the fly. The python standard library includes |
| 7385 | 259 gzip support. For brotli or zstd you will need to install packages. See |
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260 the `installation documentation`_ for details. |
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261 |
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262 Some assets will not be compressed on the fly. Assets with mime types |
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263 of "image/png" or "image/jpeg" will not be compressed. You |
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264 can add mime types to the list by using ``interfaces.py`` as discussed |
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265 in the `customisation documentation`_. As an example adding:: |
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266 |
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267 from roundup.cgi.client import Client |
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268 |
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269 Client.precompressed_mime_types.append('application/zip`) |
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270 |
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271 to ``interfaces.py`` will prevent zip files from being compressed. |
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272 |
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273 Any content less than 100 bytes in size will not be compressed (e.g |
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274 errors messages, short json responses). |
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275 |
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276 Zstd will be used if the client can understand it, followed by brotli |
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277 then gzip encoding. Currently the preference order is hard coded into |
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278 the server and not parsed using ``q`` values from the client's |
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279 Accept-Encoding header. This is an area for improvement. |
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280 |
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281 In addition to dynamic compression, static files/assets accessed using |
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282 ``@@file`` can be pre-compressed. This reduces CPU load on the server |
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283 and reduces the time required to respond to the client. By default |
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284 searching for pre-compressed files is disabled. To enable it set:: |
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285 |
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286 [web] |
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287 ... |
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288 use_precompressed_files = Yes |
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289 |
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290 in the tracker's ``config.ini`` file. Then you can create a |
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291 precompressed file and it will be served if the client is able to |
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292 accept it. For a file ``.../@@file/library.js`` you can create:: |
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293 |
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294 tracker_home/html/library.js.gzip |
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295 tracker_home/html/library.js.br |
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296 tracker_home/html/library.js.zstd |
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297 |
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298 which should be created by using (respectively):: |
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299 |
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300 gzip --keep --suffix .gzip library.js |
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301 brotli library.js |
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302 zstd library.js && mv library.js.zst library.js.zstd |
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303 |
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304 see the man pages for options that control compression level. Note |
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305 that some levels require additional memory on the client side, so you |
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306 may not always want to use the highest compression available. |
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307 |
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308 A pre-compressed file will not be used if its modified date is earlier |
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309 than the uncompressed file. For example, if ``library.js.gzip`` is |
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310 older (has earlier modification date) than ``library.js``, |
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311 ``library.js.gzip`` will be ignored. ``library.js`` will be |
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312 served instead. ``library.js`` will be dynamically compressed on the |
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313 fly and a warning message will be logged. |
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314 |
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315 Precompressed files override dynamic compression. For example, assume |
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316 the client can accept brotli and gzip. If there are no precompressed |
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317 files, the data will be compressed dynamically (on the fly) using |
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318 brotli. If there is a precompressed gzip file present the client will |
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319 get the gzip version and not a brotli compressed version. This |
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320 mechanism allows the admin to allow use of brotli and zstd for |
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321 dynamic content, but not for static content. |
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322 |
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323 Adding a Web Content Security Policy (CSP) |
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324 ========================================== |
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325 |
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326 A Content Security Policy (`CSP`_) adds a layer of security to |
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327 Roundup's web interface. It makes it more difficult for an |
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328 attacker to compromise Roundup. By default Roundup does not add |
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329 a CSP. If you need to implement a CSP, this section will help you |
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330 understand how to add one and document the current level of |
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331 support for CSP in Roundup. |
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332 |
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333 Roundup's web interface has remained mostly unchanged since it |
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334 was created over a decade ago. Current releases have been slowly |
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335 modernizing the HTML to improve security. There are still some |
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336 improvements that need to happen before the tightest CSP |
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337 configurations can be used. |
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338 |
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339 Writing a CSP is complex. This section just touches on how to |
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340 create and install a CSP to improve security. Some of it might |
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341 break functionality. |
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342 |
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343 There are two ways to add a CSP: |
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344 |
| 7367 | 345 1. a fixed CSP added by a server |
| 346 2. a dynamic CSP added by Roundup | |
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347 |
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348 Fixed CSP |
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349 --------- |
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350 |
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351 If you are using a web server (Apache, Nginx) to run Roundup, you can |
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352 add a ``Content-Security-Policy`` header using that server. WSGI |
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353 servers like uWSGI can also be configured to add headers. An example |
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354 header would look like:: |
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355 |
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356 Content-Security-Policy: default-src 'self' 'unsafe-inline' 'strict-dynamic'; |
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357 |
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358 One thing that may need to be included is the ``unsafe-inline``. |
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359 The default templates use ``onload``, ``onchange``, ``onsubmit``, |
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360 and ``onclick`` JavaScript handlers. Without ``unsafe-inline`` |
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361 these won't work and popup helpers will not work. Sadly the use |
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362 of ``unsafe-inline`` is a pretty big hole in this CSP. You can |
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363 set the hashes for all the JavaScript handlers in the CSP. Then |
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364 replace ``unsafe-inline`` with ``unsafe-hashes`` to help close |
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365 this hole, but has its own issues. See `remediating |
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366 unsafe-inline`_ for another way to mitigate this. |
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367 |
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368 The inclusion of ``strict-dynamic`` allows trusted JavaScript |
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369 files that are downloaded from Roundup to make changes to the web |
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370 interface. These changes are also trusted code that will be run |
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371 when invoked. |
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372 |
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373 More secure CSPs can also be created. However because of the ability |
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374 to customise the web interface, it is difficult to provide guidance. |
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375 |
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376 Dynamic CSP |
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377 ----------- |
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378 |
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379 Roundup creates a cryptographic nonce for every client request. The |
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380 nonce is the value of the ``client.client_nonce`` property. |
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381 |
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382 By changing the templates to use the nonce, we can better secure the |
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383 Roundup instance. However the nonce has to be set in the CSP returned |
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384 by Roundup. |
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385 |
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386 One way to do this is to add a templating utility to the extensions |
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387 directory that generates the CSP on the fly. For example:: |
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388 |
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389 default_security_headers = { |
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390 'Content-Security-Policy': ( |
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391 "default-src 'self'; " |
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392 "base-uri 'self'; " |
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393 "script-src https: 'nonce-{nonce}' 'strict-dynamic'; " |
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394 "style-src 'self' 'nonce-{nonce}'; " |
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395 "img-src 'self' data:; " |
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396 "frame-ancestors 'self'; " |
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397 "object-src 'self' 'nonce-{nonce}'; " |
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398 ), |
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399 } |
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400 |
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401 |
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402 def AddHtmlHeaders(client, header_dict=None): |
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403 ''' Generate https headers from dict use default security headers |
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404 |
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405 Setting the header with a value of None will not inject the |
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406 header and can override the default set. |
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407 |
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408 Header values will be formatted with a dictionary including a |
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409 nonce. Use to set a nonce for inline scripts. |
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410 ''' |
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411 try: |
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412 if client.client_nonce is None: |
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413 # logger.warning("client_nonce is None") |
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414 client.client_nonce = client.session_api._gen_sid() |
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415 except AttributeError: |
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416 # client.client_nonce doesn't exist, create it |
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417 # logger.warning("client_nonce does not exist, creating") |
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418 client.client_nonce = client.session_api._gen_sid() |
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419 |
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420 headers = default_security_headers.copy() |
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421 if isinstance(header_dict, dict): |
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422 headers.update(header_dict) |
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423 |
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424 client_headers = client.additional_headers |
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425 |
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426 for header, value in list(headers.items()): |
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427 if value is None: |
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428 continue |
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429 client_headers[header] = value.format( |
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430 nonce=client.client_nonce) |
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431 |
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432 def init(instance): |
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433 instance.registerUtil('AddHtmlHeaders', AddHtmlHeaders) |
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434 |
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435 |
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436 Adding the following to ``page.html`` right after the opening |
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437 ``<html....`>`` tag:: |
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438 |
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439 <tal:code tal:content="python:utils.AddHtmlHeaders(request.client)" /> |
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440 |
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441 will invoke ``AddHtmlHeaders()`` to add the CSP header with the nonce. |
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442 |
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443 With this set of CSP headers, all style, script and object tags will |
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444 need a ``nonce`` attribute. This can be added by changing:: |
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445 |
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446 <script src="javascript.js"></script> |
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447 |
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448 to:: |
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449 |
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450 <script |
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451 tal:attributes="nonce request/client/client_nonce" |
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452 src="javascript.js"></script> |
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453 |
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454 for each script, object or style tag. |
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455 |
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456 Remediating ``unsafe-inline`` |
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457 ----------------------------- |
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458 .. _remediating unsafe-inline: |
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459 |
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460 Using a trusted script to set event handlers to replace the ``onX`` |
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461 handlers allows removal of the ``unsafe-inline`` handlers. If you |
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462 remove ``unsafe-inline`` the ``onX`` handlers will not run. However |
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463 you can use the label provided by the ``onX`` attribute to securely |
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464 enable a callback function. |
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465 |
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466 This method is a work in progress. As an example proof of concept, |
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467 adding this "decorator" script at the end of page.html:: |
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468 |
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469 <script tal:attributes="nonce request/client/client_nonce"> |
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470 /* set submit event listener on forms that have an |
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471 onsubmit (case insensitive) attribute */ |
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472 forms = document.querySelectorAll(form[onsubmit]) |
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473 for (let form of f) { |
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474 form.addEventListener('submit', |
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475 () => submit_once()); |
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476 }; |
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477 </script> |
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478 |
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479 will set callback for the submit even on any form that has an onsubmit |
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480 attribute to ``submit_once()``. ``submit_once`` is defined in Roundup's |
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481 base_javascript and is generated with a proper nonce. |
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482 |
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483 By including the nonce in the dynamic CSP, we can use our trusted |
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484 "decorator" script to add event listeners. These listeners will call |
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485 the trusted function in base_javascript to replace the ignored ``onX`` |
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486 handlers. |
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487 |
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488 .. _CSP: https://developer.mozilla.org/en-US/docs/Web/HTTP/CSP |
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489 |
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490 Configuring native-fts Full Text Search |
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491 ======================================= |
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492 |
| 6612 | 493 Roundup release 2.2.0 supports database-native full text search. |
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494 SQLite (minimum version 3.9.0) with FTS5 and PostgreSQL (minimum |
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495 version 11.0) with websearch_to_tsvector are supported. |
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496 |
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497 To enable this method, change the ``indexer`` setting in the tracker's |
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498 config.ini to ``native-fts``. Then reindex using ``roundup-admin -i |
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499 tracker_home reindex``. The amount of time it takes to reindex |
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500 depends on the amount of data in your tracker, the speed of your |
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501 disks, etc. It can take hours. |
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502 |
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503 SQLite details |
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504 -------------- |
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505 |
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506 The SQLite native-fts changes the full text search query a little bit. |
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507 For the other search methods, the search terms are split on white |
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508 space and each item in the index: a field (e.g. title), message |
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509 content and file content is searched for all the terms. If any term is |
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510 missing that item is ignored. Once the items are found they are mapped |
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511 to an issue and the normal issue index is displayed. |
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512 |
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513 When using FTS5, the search terms can use the full text search query |
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514 language described at: |
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515 https://www.sqlite.org/fts5.html#full_text_query_syntax. This |
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516 supports: |
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517 |
| 7593 | 518 * plain word search (joined by 'and', similar to other search methods) |
| 7367 | 519 * phrase search with terms enclosed in quotes (``"``) |
| 520 * proximity search with varying distances using ``NEAR()`` | |
| 521 * boolean operations by grouping with parentheses and using ``AND`` | |
| 522 and ``OR`` | |
| 523 * exclusion using ``NOT`` | |
| 524 * prefix searching by prefixing the term with``^`` | |
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525 |
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526 All of the data that is indexed is in a single column, so when column |
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527 specifiers are used they usually result in an error which is detected |
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528 and an enhanced error message is produced. |
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529 |
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530 Unlike the native, xapian and whoosh indexers there is no |
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531 limit to the length of terms that are indexed. Also |
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532 stopwords are indexed but ignored when searching if they are |
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533 the only word in the search. So a search for "the" will |
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534 return no results but "the book" will return |
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535 results. Pre-filtering the stopwords when indexing would |
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536 break proximity and phrase searching. This may be helpful or |
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537 problematic for your particular tracker. |
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538 |
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539 To support the most languages available, the unicode61 tokenizer is |
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540 used without porter stemming. Using the ``indexer_language`` setting |
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541 to enable stemming for ``english`` is not available in this |
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542 implementation. Also ranking information is not used in this |
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543 implementation. These are areas for improvement. |
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544 |
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545 PostgreSQL info |
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546 --------------- |
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547 |
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548 The PostgreSQL native-fts changes the full text search query a little |
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549 bit. When using PostgreSQL full text search, two different query |
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550 languages are supported. |
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551 |
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552 1. websearch - described at the end of |
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553 `Parsing Queries`_ under websearch_to_tsquery. This is the default. |
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554 |
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555 2. tsquery - described at the beginning of `Parsing Queries`_ with |
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556 to_tsquery. It is enabled by starting the search phrase with ``ts:``. |
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557 |
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558 .. _Parsing Queries: \ |
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559 https://www.postgresql.org/docs/14/textsearch-controls.html#TEXTSEARCH-PARSING-QUERIES |
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560 |
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561 Websearch provides a more natural style of search and supports: |
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562 |
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563 * plain word search (stemmed in most cases) |
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564 * phrase search with terms enclosed in quotes (``"``) |
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565 * exclusion by prefixing a term/phrase with ``-`` |
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566 * alternative/or searching with ``or`` between terms |
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567 * ignores non-word characters including punctuation |
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568 |
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569 Tsquery supports: |
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570 |
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571 * a strict query syntax |
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572 * plain word search |
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573 * phrase search with the ``<->`` operator or enclosing the phrase in |
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574 ``'`` single quotes (note this will use a stemmer on the terms |
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575 in the phrase). |
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576 * proximity search with varying distances using ``<N>`` |
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577 * boolean operations by grouping with parentheses and using ``&`` |
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578 and ``|`` |
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579 * exclusion using ``!`` |
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580 * prefix searching using ``:*`` at the end of the prefix |
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581 |
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582 All of the data that is indexed is in a single column and input |
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583 weighing is not used. |
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584 |
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585 Depending on the FTS configuration (determined by the |
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586 ``indexer_language`` setting), stopwords are supported. PostgreSQL |
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587 takes the stopwords into account when calculating the data needed for |
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588 proximity/near searches. Like SQLite FTS, there is no limit to the |
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589 length of terms that are indexed. Again this may be helpful or |
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590 problematic for your particular tracker. |
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591 |
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592 The config.ini ``indexer_language`` setting is used to define the |
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593 configuration used for indexing. For example with the default |
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594 ``english`` setting a snowball stemmer (english_stem) is used. So |
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595 words like 'drive' and 'driving' and 'drive-in' will all match a |
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596 search for 'drive' but will not match 'driver'. |
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597 |
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598 The indexer_language is used as the configuration name for every call |
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599 to the text search functions (to_tsvector, to_tsquery). Changing this |
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600 requires reindexing. |
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601 |
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602 The `configuration list can be obtained using using psql's`_ |
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603 ``\dF`` command. |
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604 |
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605 .. _configuration list can be obtained using using psql's: \ |
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606 https://www.postgresql.org/docs/current/textsearch-psql.html |
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607 |
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608 Roundup includes a hardcoded list for all languages supported by |
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609 PostgreSQL 14.1. The list includes 5 custom "languages" |
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610 ``custom1`` ... ``custom5`` to allow you to set up your `own textsearch |
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611 configuration`_ using one of the custom names. Depending on your |
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612 PostgreSQL version, we may allow an invalid language to be configured. |
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613 You will see an error about ``text search configuration ... does not |
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614 exist``. |
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615 |
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616 .. _own textsearch configuration: \ |
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617 https://www.postgresql.org/docs/14/textsearch-configuration.html |
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618 |
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619 It may be possible to append to this list using the tracker's |
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620 interfaces.py. For details, see ``test/test_indexer.py`` in the |
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621 roundup distribution and search for ``valid_langs``. If you succeed |
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622 please email roundup-users AT lists.sourceforge.net with a description |
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623 of your success. |
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624 |
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625 After changing the configuration language, you must reindex the |
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626 tracker since the index must match the configuration language used for |
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627 querying. |
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628 |
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629 Also there are various `dictionaries`_ that allow you to: |
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630 |
| 7367 | 631 * add stopwords |
| 632 * override stemming for a term | |
| 633 * add synonyms (e.g. a search for "pg" can also match 'psql' | |
| 634 "postgresql") | |
| 635 * add terms that expand/contract the search space (Thesaurus | |
| 636 dictionary) | |
| 637 * additional transforms | |
|
6604
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638 |
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639 .. _dictionaries: https://www.postgresql.org/docs/14/textsearch-dictionaries.html |
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640 |
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641 Use of these is beyond this documentation. Please visit the |
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642 appropriate PostgreSQL documents. The following my also be helpful: |
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643 |
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644 * https://rachbelaid.com/postgres-full-text-search-is-good-enough/ |
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645 |
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646 Ranking information is not used in this implementation. Also stop |
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647 words set in config.ini are ignored. These are areas for improvement. |
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648 |
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649 Cleaning up old native indexes |
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650 ------------------------------ |
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651 |
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652 If you are happy with the database fts indexing, you can save some space by |
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653 removing the data from the native text indexing tables. This requires |
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654 using the ``sqlite3`` or ``psql`` commands to execute SQL to delete the |
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655 rows in the ``__textids`` and ``__words`` tables. You can do this with |
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656 the following SQL commands:: |
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657 |
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658 delete from __words; |
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659 delete from __textids; |
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660 |
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661 Note this deletes data from the tables and does *not* delete |
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662 the table. This allows you to revert to Roundup's native |
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663 full text indexing on SQLite or Postgres. If you were to |
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664 delete the tables, Roundup will not recreate the |
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665 tables. Under PostgreSQL, you can use the ``truncate |
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666 <tablename>`` command if you wish. |
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667 |
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668 Configuring Session Databases |
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669 ============================= |
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670 |
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671 The session and OTK (one time key) databases |
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672 store information about the operation of Roundup. |
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673 This ephemeral data: |
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674 |
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675 * web login session keys, |
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676 * CSRF tokens, |
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677 * email password recovery one time keys, |
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678 * rate limiting data, |
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679 * ... |
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680 |
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681 can be a performance bottleneck. It usually happens with |
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|
682 anydbm or SQLite backends. PostgreSQL and MySQL are |
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683 sufficiently powerful that they can handle the higher |
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684 transaction rates. |
|
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685 |
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686 If you are using sqlite, you can choose to use the anydbm |
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687 database for session data. By default it will use additional |
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688 sqlite databases for storing the session and otk data. |
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689 |
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690 The following table shows which primary databases support |
|
7381
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Change primary/session db compatibility table from ascii to real table
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7367
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691 different session database backends: |
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|
692 |
| 7382 | 693 .. table:: D - default if unconfigured, X - compatible choice |
|
7381
2884ff18c944
Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
7367
diff
changeset
|
694 :class: captionbelow |
|
6814
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
695 |
|
7381
2884ff18c944
Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
7367
diff
changeset
|
696 +---------------+--------+--------+-------+-------+------------+ |
|
2884ff18c944
Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
7367
diff
changeset
|
697 | | session db | |
|
2884ff18c944
Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
7367
diff
changeset
|
698 +---------------+--------+--------+-------+-------+------------+ |
|
2884ff18c944
Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
7367
diff
changeset
|
699 |primary db | anydbm | sqlite | redis | mysql | postgresql | |
|
2884ff18c944
Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
7367
diff
changeset
|
700 +===============+========+========+=======+=======+============+ |
|
2884ff18c944
Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
7367
diff
changeset
|
701 |anydbm | D | | X | | | |
|
2884ff18c944
Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
7367
diff
changeset
|
702 +---------------+--------+--------+-------+-------+------------+ |
|
2884ff18c944
Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
7367
diff
changeset
|
703 |sqlite | X | D | X | | | |
|
2884ff18c944
Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
7367
diff
changeset
|
704 +---------------+--------+--------+-------+-------+------------+ |
|
2884ff18c944
Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
7367
diff
changeset
|
705 |mysql | | | | D | | |
|
2884ff18c944
Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
7367
diff
changeset
|
706 +---------------+--------+--------+-------+-------+------------+ |
|
2884ff18c944
Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
7367
diff
changeset
|
707 |postgresql | | | | | D | |
|
2884ff18c944
Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
7367
diff
changeset
|
708 +---------------+--------+--------+-------+-------+------------+ |
|
6814
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
709 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
710 The ``backend`` setting is in the tracker's ``config.ini`` |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
711 file under the ``sessiondb`` section. |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
712 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
713 Using Redis for Session Databases |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
714 --------------------------------- |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
715 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
716 Redis is an in memory key/value data structure store. |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
717 |
|
6819
1319ab13f286
redis works with python 2.7 too.
John Rouillard <rouilj@ieee.org>
parents:
6814
diff
changeset
|
718 You need to install the redis-py_ module from pypi. Then |
|
1319ab13f286
redis works with python 2.7 too.
John Rouillard <rouilj@ieee.org>
parents:
6814
diff
changeset
|
719 install Redis using your package manager or by downloading |
|
1319ab13f286
redis works with python 2.7 too.
John Rouillard <rouilj@ieee.org>
parents:
6814
diff
changeset
|
720 it from the Redis_ website. |
|
6814
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
721 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
722 You need to secure your redis instance. The data that |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
723 Roundup stores includes session cookies and other |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
724 authentication tokens. At minimum you should require a |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
725 password to connect to your redis database. Set |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
726 ``requirepass`` in ``redis.conf``. Then change the |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
727 ``redis_url`` in ``config.ini`` to use the password. |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
728 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
729 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
730 For example:: |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
731 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
732 redis://:mypassword@localhost:7200/10 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
733 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
734 will connect to the redis instance running on localhost at |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
735 port 7200 using the password ``mypassword`` to open database |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
736 10. The ``redis_url`` setting can load a file to better |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
737 secure the url. If you are using redis 6.0 or newer, you can |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
738 specify a username/password and access control lists to |
|
7238
98d7936d97a3
Add section on configuring Content Security Policy (CSP)
John Rouillard <rouilj@ieee.org>
parents:
7093
diff
changeset
|
739 improve the security of your data. Another good alternative |
|
6814
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
740 is to talk to redis using a Unix domain socket. |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
741 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
742 If you are connecting to redis across the network rather |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
743 than on localhost, you should configure ssl/tls and use the |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
744 ``rediss`` scheme in the url along with the query |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
745 parameters:: |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
746 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
747 ssl_cert_reqs=required&ssl_ca_certs=/path/to/custom/ca-cert |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
748 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
749 where you specify the file that can be used to validate the |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
750 SSL certificate. `Securing Redis`_ has more details. |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
751 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
752 .. _Redis: https://redis.io |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
753 .. _redis-py: https://pypi.org/project/redis/ |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
754 .. _Securing Redis: https://redis.io/docs/manual/security/ |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
755 |
|
6458
8f1b91756457
issue2551147 - Enable compression of http responses in roundup.
John Rouillard <rouilj@ieee.org>
parents:
6436
diff
changeset
|
756 |
|
2003
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
757 Users and Security |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
758 ================== |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
759 |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
760 Roundup holds its own user database which primarily contains a username, |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
761 password and email address for the user. Roundup *must* have its own user |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
762 listing, in order to maintain internal consistency of its data. It is a |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
763 relatively simple exercise to update this listing on a regular basis, or on |
|
4891
ad3d628e73f2
docs: Link custom authentication examples in admin guide
anatoly techtonik <techtonik@gmail.com>
parents:
4890
diff
changeset
|
764 demand, so that it matches an external listing (eg. |
|
ad3d628e73f2
docs: Link custom authentication examples in admin guide
anatoly techtonik <techtonik@gmail.com>
parents:
4890
diff
changeset
|
765 :ref:`unix passwd file<external-authentication>`, |
|
6265
b2eb59ada444
Replace http:....roundup-tracker.org with https. Also fix wiki links.
John Rouillard <rouilj@ieee.org>
parents:
6227
diff
changeset
|
766 `LDAP <https://wiki.roundup-tracker.org/LDAPLogin>`_, etc.) |
|
2003
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
767 |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
768 Roundup identifies users in a number of ways: |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
769 |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
770 1. Through the web, users may be identified by either HTTP Basic |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
771 Authentication or cookie authentication. If you are running the web |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
772 server (roundup-server) through another HTTP server (eg. apache or IIS) |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
773 then that server may require HTTP Basic Authentication, and it will pass |
|
6436
1f2f7c0b8968
issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents:
6344
diff
changeset
|
774 the ``REMOTE_USER`` variable (or variable defined using |
|
1f2f7c0b8968
issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents:
6344
diff
changeset
|
775 http_auth_header) through to Roundup. If this variable is not |
|
2003
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
776 present, then Roundup defaults to using its own cookie-based login |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
777 mechanism. |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
778 2. In email messages handled by roundup-mailgw, users are identified by the |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
779 From address in the message. |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
780 |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
781 In both cases, Roundup's behaviour when dealing with unknown users is |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
782 controlled by Permissions defined in the "SECURITY SETTINGS" section of the |
|
2983
9614a101b68f
Stuff from the train ride this morning:
Richard Jones <richard@users.sourceforge.net>
parents:
2921
diff
changeset
|
783 tracker's ``schema.py`` module: |
|
2003
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
784 |
|
6751
2f7b653b7d6f
Replace old Web Registration/Email Registration with modern equiv.
John Rouillard <rouilj@ieee.org>
parents:
6727
diff
changeset
|
785 Web Access and Register |
|
2003
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
786 If granted to the Anonymous Role, then anonymous users will be able to |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
787 register through the web. |
|
6751
2f7b653b7d6f
Replace old Web Registration/Email Registration with modern equiv.
John Rouillard <rouilj@ieee.org>
parents:
6727
diff
changeset
|
788 Email Access and Register |
|
2003
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
789 If granted to the Anonymous Role, then email messages from unknown users |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
790 will result in those users being registered with the tracker. |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
791 |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
792 More information about how to customise your tracker's security settings |
|
7354
692242b3effd
initial pass to change references to reference doc where needed.
John Rouillard <rouilj@ieee.org>
parents:
7335
diff
changeset
|
793 may be found in the `reference documentation`_. |
|
2003
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
794 |
|
6436
1f2f7c0b8968
issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents:
6344
diff
changeset
|
795 Configuring Authentication Header/Variable |
|
1f2f7c0b8968
issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents:
6344
diff
changeset
|
796 ------------------------------------------ |
|
1f2f7c0b8968
issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents:
6344
diff
changeset
|
797 |
|
7238
98d7936d97a3
Add section on configuring Content Security Policy (CSP)
John Rouillard <rouilj@ieee.org>
parents:
7093
diff
changeset
|
798 The front end server running Roundup can perform the user |
|
6436
1f2f7c0b8968
issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents:
6344
diff
changeset
|
799 authentication. It pass the authenticated username to the backend in a |
|
1f2f7c0b8968
issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents:
6344
diff
changeset
|
800 variable. By default roundup looks for the ``REMOTE_USER`` variable |
|
1f2f7c0b8968
issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents:
6344
diff
changeset
|
801 This can be changed by setting the parameter ``http_auth_header`` in the |
|
1f2f7c0b8968
issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents:
6344
diff
changeset
|
802 ``[web]`` section of the tracker's ``config.ini`` file. If the value |
|
1f2f7c0b8968
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|
803 is unset (the default) the REMOTE_USER variable is used. |
|
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804 |
|
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805 If you are running roundup using ``roundup-server`` behind a proxy |
|
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806 that authenticates the user you need to configure ``roundup-server`` to |
|
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807 pass the proper header to the tracker. By default ``roundup-server`` |
|
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808 looks for the ``REMOTE_USER`` header for the authenticated user. You |
|
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809 can copy an arbitrary header variable to the tracker using the ``-I`` |
|
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810 option to roundup-server (or the equivalent option in the |
|
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811 roundup-server config file). |
|
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812 |
|
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813 For example to use the ``uid_variable`` header, two configuration |
|
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814 changes are needed: First configure ``roundup-server`` to pass the |
|
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815 header to the tracker using:: |
|
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816 |
|
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817 roundup-server -I uid_variable .... |
|
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818 |
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819 note that the header is passed exactly as supplied by the upstream |
|
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820 server. It is **not** prefixed with ``HTTP_`` like other headers since |
|
7615
60fc16b6a1cc
doc: remove whitelist replace with allowing
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821 you are explicitly allowing the header. Multiple comma separated |
|
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822 headers can be passed to the ``-I`` option. These could be used in a |
|
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823 detector or other tracker extensions, but only one header can be used |
|
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824 by the tracker as an authentication header. |
|
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825 |
| 7594 | 826 To make the tracker honor the new variable, change the tracker's |
|
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827 ``config.ini`` to read:: |
|
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828 |
|
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829 [web] |
|
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830 ... |
|
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831 http_auth_header = uid_variable |
|
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832 |
|
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833 At the time this is written, support is experimental. If you use it |
|
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|
834 you should notify the roundup maintainers using the roundup-users |
|
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|
835 mailing list. |
|
2572
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836 |
|
7306
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837 |
|
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838 Securing Secrets |
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839 ================ |
|
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840 |
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841 Roundup can read secrets from a file that is referenced from any |
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842 of the config.ini files. If you use Docker, you can bind mount |
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843 the files from a secure location, or store them in a subdirectory |
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844 of the tracker home. |
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845 |
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846 You can also use a secrets management tool like Docker Swarm's |
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847 secrets management. This example config.ini configuration gets |
|
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848 the database password from a file populated by Swarm secrets:: |
|
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849 |
|
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850 [rdbms] |
|
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851 # Database user password. |
|
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852 # A string that starts with 'file://' is interpreted as a file |
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853 # path relative to the tracker home. Using 'file:///' defines |
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854 # an absolute path. The first line of the file will be used as |
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855 # the value. Any string that does not start with 'file://' is |
|
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856 # used as is. It removes any whitespace at the end of the |
|
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857 # line, so a newline can be put in the file. |
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858 # |
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859 # Default: roundup |
|
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860 password = file:///run/secrets/db_password |
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861 |
|
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862 assuming that Docker Swarm secrets has the key ``db_password`` |
|
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863 and the ``--secret db_password`` option is used when starting the |
|
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864 Roundup service. |
|
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|
865 |
|
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866 Because environment variables can be inadvertently exposed in |
|
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867 logs or process listings, Roundup does not currently support |
|
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868 loading secrets from environment variables. |
|
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|
869 |
|
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|
870 Tasks |
|
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|
871 ===== |
|
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|
872 |
|
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873 Maintenance of Roundup can involve one of the following: |
|
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|
874 |
|
3780
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|
875 1. `tracker backup`_ |
|
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876 2. `software upgrade`_ |
|
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|
877 3. `migrating backends`_ |
|
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|
878 4. `moving a tracker`_ |
| 3250 | 879 5. `migrating from other software`_ |
|
3341
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880 6. `adding a user from the command-line`_ |
|
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|
881 |
|
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|
882 |
|
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|
883 Tracker Backup |
|
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|
884 -------------- |
|
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|
885 |
|
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|
886 The roundup-admin import and export commands are **not** recommended for |
|
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|
887 performing backup. |
|
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888 |
|
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|
889 Optionally stop the web and email frontends and to copy the contents of the |
|
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|
890 tracker home directory to some other place using standard backup tools. |
|
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891 This means using |
|
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diff
changeset
|
892 *pg_dump* to take a snapshot of your Postgres backend database, for example. |
|
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893 A simple copy of the tracker home (and files storage area if you've configured |
|
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894 it to be elsewhere) will then complete the backup. |
|
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|
895 |
|
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|
896 |
|
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|
897 Software Upgrade |
|
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|
898 ---------------- |
|
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|
899 |
| 6781 | 900 .. _make a backup: #tracker-backup |
| 901 | |
| 902 Always `make a backup`_ of your tracker before upgrading software. | |
| 903 Steps you may take: | |
|
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904 |
|
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905 1. Install pytest and ensure that the unit tests run on your system |
|
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906 (using your preferred python version):: |
| 2474 | 907 |
|
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908 pip2 install pytest |
|
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909 python2 -m pytest test/ |
|
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910 |
|
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911 |
|
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912 pip3 install pytest |
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913 python3 -m pytest test/ |
| 2474 | 914 |
|
2387
4962f99aaa27
*** empty log message ***
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|
915 2. If you're using an RDBMS backend, make a backup of its contents now. |
|
2478
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|
916 3. Make a backup of the tracker home itself. |
|
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|
917 4. Stop the tracker web and email frontends. |
|
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918 5. Install the new version of the software:: |
|
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919 |
|
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920 python setup.py install |
|
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|
921 |
| 6781 | 922 6. Follow the steps in the `upgrading documentation`_ for all the |
|
6814
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
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6781
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|
923 versions between your original version and the new version. |
|
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|
924 |
| 6781 | 925 Usually you should run `roundup_admin -i <tracker_home> migrate` |
| 926 on your tracker(s) before you allow users to start accessing the tracker. | |
|
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|
927 |
|
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|
928 It's safe to run this even if it's not required, so just get into the |
|
3230f9c88086
Fix race condition for key properties in rdbms backends [SF#1876683]
Richard Jones <richard@users.sourceforge.net>
parents:
3959
diff
changeset
|
929 habit. |
|
4014
b80224c1f4e3
fix poor docs
Richard Jones <richard@users.sourceforge.net>
parents:
3963
diff
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|
930 7. Restart your tracker web and email frontends. |
|
2003
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parents:
diff
changeset
|
931 |
| 2474 | 932 If something bad happens, you may reinstate your backup of the tracker and |
| 933 reinstall the older version of the sofware using the same install command:: | |
| 934 | |
| 935 python setup.py install | |
| 936 | |
| 6163 | 937 .. index:: database; convert from one database backend to another |
|
6173
82f58ae89142
Add new section onroundup-admin. Ad indexing.
John Rouillard <rouilj@ieee.org>
parents:
6163
diff
changeset
|
938 single: roundup-admin; import and export |
| 6163 | 939 |
|
2003
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maintenance -> admin guide
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parents:
diff
changeset
|
940 Migrating Backends |
|
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parents:
diff
changeset
|
941 ------------------ |
|
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
942 |
|
3781
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
changeset
|
943 1. Stop the existing tracker web and email frontends (preventing changes). |
|
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
changeset
|
944 2. Use the roundup-admin tool "export" command to export the contents of |
|
5902
4f74b97dddcd
Doc how to export on windows.
John Rouillard <rouilj@ieee.org>
parents:
5300
diff
changeset
|
945 your tracker to disk. (If you are running on windows see |
|
4f74b97dddcd
Doc how to export on windows.
John Rouillard <rouilj@ieee.org>
parents:
5300
diff
changeset
|
946 `issue1441336 <https://issues.roundup-tracker.org/issue1441336>`_ |
|
4f74b97dddcd
Doc how to export on windows.
John Rouillard <rouilj@ieee.org>
parents:
5300
diff
changeset
|
947 on how to use the command line rather than interactive mode to |
|
6227
5105df69145d
Fix typo in admin doc exprt -> export.
John Rouillard <rouilj@ieee.org>
parents:
6176
diff
changeset
|
948 export data.) |
|
3781
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
changeset
|
949 3. Copy the tracker home to a new directory. |
|
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
changeset
|
950 4. Delete the "db" directory from the new directory. |
|
5300
d8ed32b297e2
Update to migrating backend and tweak to install doc.
John Rouillard <rouilj@ieee.org>
parents:
5140
diff
changeset
|
951 5. Set the value of the ``backend`` key under the ``[database]`` |
|
d8ed32b297e2
Update to migrating backend and tweak to install doc.
John Rouillard <rouilj@ieee.org>
parents:
5140
diff
changeset
|
952 section of the tracker's ``config.ini`` file. |
|
3781
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
changeset
|
953 6. Use the roundup-admin "import" command to import the previous export with |
|
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
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|
954 the new tracker home. If non-interactively:: |
|
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
changeset
|
955 |
|
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
changeset
|
956 roundup-admin -i <tracker home> import <tracker export dir> |
|
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
changeset
|
957 |
|
4567
32b24abfe98e
Documentation polishing.
Eric S. Raymond <esr@thyrsus.com>
parents:
4489
diff
changeset
|
958 If interactively, enter 'commit' before exiting. |
|
3781
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
changeset
|
959 7. Test each of the admin tool, web interface and mail gateway using the new |
|
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
changeset
|
960 backend. |
|
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
changeset
|
961 8. Move the old tracker home out of the way (rename to "tracker.old") and |
|
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
changeset
|
962 move the new tracker home into its place. |
|
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
changeset
|
963 9. Restart web and email frontends. |
|
2003
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
964 |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
965 |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
966 Moving a Tracker |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
967 ---------------- |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
968 |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
969 If you're moving the tracker to a similar machine, you should: |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
970 |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
971 1. install Roundup on the new machine and test that it works there, |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
972 2. stop the existing tracker web and email frontends (preventing changes), |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
973 3. copy the tracker home directory over to the new machine, and |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
974 4. start the tracker web and email frontends on the new machine. |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
975 |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
976 Most of the backends are actually portable across platforms (ie. from Unix to |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
977 Windows to Mac). If this isn't the case (ie. the tracker doesn't work when |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
978 moved using the above steps) then you'll need to: |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
979 |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
980 1. install Roundup on the new machine and test that it works there, |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
981 2. stop the existing tracker web and email frontends (preventing changes), |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
982 3. use the roundup-admin tool "export" command to export the contents of |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
983 the existing tracker, |
|
a291bf753037
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
984 4. copy the export to the new machine, |
|
a291bf753037
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
985 5. use the roundup-admin "import" command to import the tracker on the new |
|
a291bf753037
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
986 machine, and |
|
a291bf753037
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
987 6. start the tracker web and email frontends on the new machine. |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
988 |
| 6163 | 989 .. index:: |
| 990 pair: roundup; migrate from other bugtracker software | |
|
2003
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maintenance -> admin guide
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parents:
diff
changeset
|
991 |
| 3250 | 992 Migrating From Other Software |
| 993 ----------------------------- | |
| 994 | |
| 995 You have a couple of choices. You can either use a CSV import into Roundup, | |
| 996 or you can write a simple Python script which uses the Roundup API | |
| 997 directly. The latter is almost always simpler -- see the "scripts" | |
| 998 directory in the Roundup source for some example uses of the API. | |
| 999 | |
|
3780
158e31bbf86a
recent patch had lines longer than 80 chars - rewrap; trim trailing spaces
Alexander Smishlajev <a1s@users.sourceforge.net>
parents:
3779
diff
changeset
|
1000 "roundup-admin import" will import data into your tracker from a |
| 3250 | 1001 directory containing files with the following format: |
| 1002 | |
| 1003 - one colon-separated-values file per Class with columns for each property, | |
| 1004 named <classname>.csv | |
| 1005 - one colon-separated-values file per Class with journal information, | |
| 1006 named <classname>-journals.csv (this is required, even if it's empty) | |
|
3780
158e31bbf86a
recent patch had lines longer than 80 chars - rewrap; trim trailing spaces
Alexander Smishlajev <a1s@users.sourceforge.net>
parents:
3779
diff
changeset
|
1007 - if the Class is a FileClass, you may have the "content" property |
| 3250 | 1008 stored in separate files from the csv files. This goes in a directory |
| 1009 structure:: | |
| 1010 | |
| 1011 <classname>-files/<N>/<designator> | |
| 1012 | |
| 1013 where ``<designator>`` is the item's ``<classname><id>`` combination. | |
| 1014 The ``<N>`` value is ``int(<id> / 1000)``. | |
| 1015 | |
| 1016 | |
| 6163 | 1017 .. index:: pair: roundup-admin; managing users |
| 1018 | |
|
3341
df693c0aaba9
more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents:
3282
diff
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|
1019 Adding A User From The Command-Line |
|
df693c0aaba9
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parents:
3282
diff
changeset
|
1020 ----------------------------------- |
|
df693c0aaba9
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parents:
3282
diff
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|
1021 |
|
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parents:
3282
diff
changeset
|
1022 The ``roundup-admin`` program can create any data you wish to in the |
|
df693c0aaba9
more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents:
3282
diff
changeset
|
1023 database. To create a new user, use:: |
|
df693c0aaba9
more admin guide goodness
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parents:
3282
diff
changeset
|
1024 |
|
df693c0aaba9
more admin guide goodness
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parents:
3282
diff
changeset
|
1025 roundup-admin create user |
|
df693c0aaba9
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parents:
3282
diff
changeset
|
1026 |
|
df693c0aaba9
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parents:
3282
diff
changeset
|
1027 To figure out what good values might be for some of the fields (eg. Roles) |
|
df693c0aaba9
more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents:
3282
diff
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|
1028 you can just display another user:: |
|
df693c0aaba9
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parents:
3282
diff
changeset
|
1029 |
|
df693c0aaba9
more admin guide goodness
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parents:
3282
diff
changeset
|
1030 roundup-admin list user |
|
df693c0aaba9
more admin guide goodness
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parents:
3282
diff
changeset
|
1031 |
|
df693c0aaba9
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parents:
3282
diff
changeset
|
1032 (or if you know their username, and it happens to be "richard"):: |
|
df693c0aaba9
more admin guide goodness
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parents:
3282
diff
changeset
|
1033 |
|
6176
d25638d1826c
Add roundup-admin filter command; fix bad doc example; add tests
John Rouillard <rouilj@ieee.org>
parents:
6175
diff
changeset
|
1034 roundup-admin filter user username=richard |
|
3341
df693c0aaba9
more admin guide goodness
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parents:
3282
diff
changeset
|
1035 |
|
6176
d25638d1826c
Add roundup-admin filter command; fix bad doc example; add tests
John Rouillard <rouilj@ieee.org>
parents:
6175
diff
changeset
|
1036 then using the user id (e.g. 5) you get from one of the above |
|
d25638d1826c
Add roundup-admin filter command; fix bad doc example; add tests
John Rouillard <rouilj@ieee.org>
parents:
6175
diff
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|
1037 commands, you may display the user's details:: |
|
3341
df693c0aaba9
more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents:
3282
diff
changeset
|
1038 |
|
6176
d25638d1826c
Add roundup-admin filter command; fix bad doc example; add tests
John Rouillard <rouilj@ieee.org>
parents:
6175
diff
changeset
|
1039 roundup-admin display <designator> |
|
3341
df693c0aaba9
more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents:
3282
diff
changeset
|
1040 |
|
6176
d25638d1826c
Add roundup-admin filter command; fix bad doc example; add tests
John Rouillard <rouilj@ieee.org>
parents:
6175
diff
changeset
|
1041 where designator is ``user5``. |
|
3341
df693c0aaba9
more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents:
3282
diff
changeset
|
1042 |
|
2177
a276e2531321
info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents:
2068
diff
changeset
|
1043 Running the Servers |
|
a276e2531321
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parents:
2068
diff
changeset
|
1044 =================== |
|
a276e2531321
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parents:
2068
diff
changeset
|
1045 |
|
a276e2531321
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parents:
2068
diff
changeset
|
1046 Unix |
|
a276e2531321
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parents:
2068
diff
changeset
|
1047 ---- |
|
a276e2531321
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parents:
2068
diff
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|
1048 |
|
a276e2531321
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parents:
2068
diff
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|
1049 On Unix systems, use the scripts/server-ctl script to control the |
|
a276e2531321
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Richard Jones <richard@users.sourceforge.net>
parents:
2068
diff
changeset
|
1050 roundup-server server. Copy it somewhere and edit the variables at the top |
|
a276e2531321
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Richard Jones <richard@users.sourceforge.net>
parents:
2068
diff
changeset
|
1051 to reflect your specific installation. |
|
a276e2531321
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parents:
2068
diff
changeset
|
1052 |
|
6344
c63df349f319
issue2551117 - add example systemd config
John Rouillard <rouilj@ieee.org>
parents:
6297
diff
changeset
|
1053 If you use systemd look at scripts/systemd.gunicorn. It is configured |
|
c63df349f319
issue2551117 - add example systemd config
John Rouillard <rouilj@ieee.org>
parents:
6297
diff
changeset
|
1054 for a wsgi deployment using gunicorn, but may be a good starting |
|
c63df349f319
issue2551117 - add example systemd config
John Rouillard <rouilj@ieee.org>
parents:
6297
diff
changeset
|
1055 point for your setup. |
|
2177
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parents:
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diff
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|
1056 |
|
a276e2531321
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parents:
2068
diff
changeset
|
1057 Windows |
|
a276e2531321
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parents:
2068
diff
changeset
|
1058 ------- |
|
a276e2531321
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parents:
2068
diff
changeset
|
1059 |
|
3780
158e31bbf86a
recent patch had lines longer than 80 chars - rewrap; trim trailing spaces
Alexander Smishlajev <a1s@users.sourceforge.net>
parents:
3779
diff
changeset
|
1060 On Windows, the roundup-server program runs as a Windows Service, and |
|
5140
7ea6bbf4286c
update docs for windows installer: 32 bit version of python, must run nstaller as administrator, ned pywin32 to run as service. Encourage installation of pytz.
John Rouillard <rouilj@ieee.org>
parents:
5102
diff
changeset
|
1061 therefore may be controlled through the Services control panel. Note |
|
7ea6bbf4286c
update docs for windows installer: 32 bit version of python, must run nstaller as administrator, ned pywin32 to run as service. Encourage installation of pytz.
John Rouillard <rouilj@ieee.org>
parents:
5102
diff
changeset
|
1062 that you **must** install the pywin32 package to allow roundup to |
|
7ea6bbf4286c
update docs for windows installer: 32 bit version of python, must run nstaller as administrator, ned pywin32 to run as service. Encourage installation of pytz.
John Rouillard <rouilj@ieee.org>
parents:
5102
diff
changeset
|
1063 run as a service. The roundup-server program may also control the |
|
7ea6bbf4286c
update docs for windows installer: 32 bit version of python, must run nstaller as administrator, ned pywin32 to run as service. Encourage installation of pytz.
John Rouillard <rouilj@ieee.org>
parents:
5102
diff
changeset
|
1064 service directly: |
|
2177
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parents:
2068
diff
changeset
|
1065 |
|
2405
1736886eefb3
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diff
changeset
|
1066 **install the service** |
|
3779
ee73abcc95d2
Sorry, another mega-patch:
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parents:
3465
diff
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|
1067 ``roundup-server -C /path/to/my/roundup-server.ini -c install`` |
|
2405
1736886eefb3
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parents:
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|
1068 **start the service** |
|
1736886eefb3
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parents:
2387
diff
changeset
|
1069 ``roundup-server -c start`` |
|
1736886eefb3
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parents:
2387
diff
changeset
|
1070 **stop the service** |
|
1736886eefb3
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parents:
2387
diff
changeset
|
1071 ``roundup-server -c stop`` |
|
2177
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parents:
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diff
changeset
|
1072 |
|
2405
1736886eefb3
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parents:
2387
diff
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|
1073 To bring up the services panel: |
|
2177
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parents:
2068
diff
changeset
|
1074 |
|
2405
1736886eefb3
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parents:
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diff
changeset
|
1075 Windows 2000 and later |
|
1736886eefb3
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1076 Start/Control Panel/Administrative Tools/Services |
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1077 Windows NT4 |
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1078 Start/Control Panel/Services |
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1079 |
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1080 You will need a server configuration file (as described in |
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1081 `Configuring roundup-server`_) for specifying tracker homes |
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1082 and other roundup-server configuration. Specify the name of |
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1083 this file using the ``-C`` switch when installing the service. |
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1084 |
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1085 Running the Mail Gateway Script |
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1086 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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1087 |
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1088 The mail gateway script should be scheduled to run regularly on your |
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1089 Windows server. Normally this will result in a window popping up. The |
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1090 solution to this is to: |
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1091 |
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1092 1. Create a new local account on the Roundup server |
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1093 2. Set the scheduled task to run in the context of this user instead |
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1094 of your normal login |
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1095 |
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1096 Mail gateway script command line |
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1097 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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1098 |
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1099 Usage:: |
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1100 |
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1101 usage: roundup_mailgw.py [-h] [-v] [-c DEFAULT_CLASS] [-I OAUTH_CLIENT_ID] |
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1102 [-O OAUTH_DIRECTORY] [-S SET_VALUE] |
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1103 [-T OAUTH_TOKEN_ENDPOINT] |
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1104 [args ...] |
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1105 |
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1106 |
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1107 The roundup mail gateway may be called in one of three ways: |
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1108 |
| 7367 | 1109 - without arguments. Then the env var ROUNDUP_INSTANCE will be tried. |
| 1110 - with an instance home as the only argument, | |
| 1111 - with both an instance home and a mail spool file, or | |
| 1112 - with an instance home, a mail source type and its specification. | |
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1113 |
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1114 It also supports optional ``-S`` (or ``--set-value``) arguments that allows you |
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1115 to set fields for a class created by the roundup-mailgw. The format for |
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1116 this option is [class.]property=value where class can be omitted and |
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1117 defaults to msg. The ``-S`` options uses the same |
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1118 property=value[;property=value] notation accepted by the command line |
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1119 roundup command or the commands that can be given on the Subject line of |
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1120 an email message (if you're using multiple properties delimited with a |
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1121 semicolon the class must be specified only once in the beginning). |
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1122 |
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1123 It can let you set the type of the message on a per e-mail address basis |
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1124 by calling roundup-mailgw with different email addresses and other |
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1125 settings. |
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1126 |
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1127 PIPE: |
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1128 If there is no mail source specified, the mail gateway reads a single |
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1129 message from the standard input and submits the message to the |
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1130 roundup.mailgw module. |
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1131 |
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1132 UNIX mailbox: |
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1133 In this case, the gateway reads all messages from the UNIX mail spool |
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1134 file and submits each in turn to the roundup.mailgw module. The file is |
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1135 emptied once all messages have been successfully handled. The file is |
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1136 specified as:: |
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1137 |
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1138 mailbox /path/to/mailbox |
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1139 |
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1140 In all of the following mail source types, the username and password |
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1141 can be stored in a ``~/.netrc`` file. If done so, only the server name |
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1142 needs to be specified on the command-line. |
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1143 The username and/or password will be prompted for if not supplied on |
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1144 the command-line or in ``~/.netrc``. |
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1145 |
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1146 POP: |
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1147 For the mail source "pop", the gateway reads all messages from the POP |
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1148 server specified and submits each in turn to the roundup.mailgw module. |
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1149 The server is specified as:: |
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1150 |
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1151 pop username:password@server |
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1152 |
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1153 The username and password may be omitted:: |
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1154 |
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1155 pop username@server |
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1156 pop server |
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1157 |
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1158 are both valid. |
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1159 |
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1160 POPS: |
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1161 Connect to a POP server over tls/ssl. |
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1162 This supports the same notation as POP:: |
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1163 |
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1164 pops username:password@server |
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1165 |
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1166 APOP: |
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1167 Same as POP, but using Authenticated POP:: |
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1168 |
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1169 apop username:password@server |
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1170 |
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1171 IMAP: |
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1172 Connect to an IMAP server. This supports the same notation as that of |
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1173 POP mail:: |
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1174 |
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1175 imap username:password@server |
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1176 |
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1177 It also allows you to specify a specific mailbox other than INBOX using |
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1178 this format:: |
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1179 |
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1180 imap username:password@server mailbox |
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1181 |
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1182 IMAPS: |
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1183 Connect to an IMAP server over tls/ssl. |
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1184 This supports the same notation as IMAP:: |
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1185 |
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1186 imaps username:password@server [mailbox] |
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1187 |
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1188 IMAPS_CRAM: |
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1189 Connect to an IMAP server over tls/ssl using CRAM-MD5 authentication. |
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1190 This supports the same notation as IMAP:: |
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1191 |
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1192 imaps_cram username:password@server [mailbox] |
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1193 |
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1194 IMAPS_OAUTH: |
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1195 Connect to an IMAP server over tls/ssl using OAUTH authentication. |
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1196 Note that this does not support a password in imaps URLs. |
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1197 Instead it uses only the user and server and a command-line option for |
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1198 the directory with the files ``access_token``, ``refresh_token``, |
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1199 ``client_secret``, and ``client_id``. |
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1200 By default this directory is ``oauth`` in your tracker home directory. The |
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1201 access token is tried first and, if expired, the refresh token together |
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1202 with the client secret is used to retrieve a new access token. Note that |
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1203 both token files need to be *writeable*, the access token is |
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1204 continuously replaced and some cloud providers may also renew the |
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1205 refresh token from time to time:: |
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1206 |
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1207 imaps_oauth username@server [mailbox] |
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1208 |
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1209 The refresh and access tokens (the latter can be left empty), the |
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1210 client id and the client secret need to be retrieved via cloud provider |
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1211 specific protocols or websites. |
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1212 |
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1213 You need the requests_ library installed to ue the IMAPS_OAUTH method. |
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1214 |
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1215 .. _requests: https://requests.readthedocs.io/en/latest/ |
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1216 |
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1217 .. index:: ! roundup-admin |
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1218 single: roundup-admin; usage |
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1219 single: roundup-admin; data formats |
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1220 single: roundup-admin; man page reference |
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1221 pair: roundup-admin; designator |
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1222 |
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1223 Using roundup-admin |
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1224 =================== |
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1225 |
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1226 Part of the installation includes a man page for roundup-admin. Ypu |
| 6175 | 1227 should be able to read it using ``man roundup-admin``. As shown above, |
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1228 it is a generic tool for manipulating the underlying database for you |
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1229 tracker. |
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1230 |
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1231 Examples above show how to use it to: |
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1232 |
| 7367 | 1233 * install and initialize a new tracker |
| 1234 * export/import tracker data for migrating between backends | |
| 7477 | 1235 * creating a new user from the command line |
| 7367 | 1236 * list/find users in the tracker |
|
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1237 |
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1238 The basic usage is:: |
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1239 |
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1240 Usage: roundup-admin [options] [<command> <arguments>] |
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1241 |
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1242 Options: |
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1243 -i instance home -- specify the issue tracker "home directory" to administer |
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1244 -u -- the user[:password] to use for commands (default admin) |
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1245 -d -- print full designators not just class id numbers |
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1246 -c -- when outputting lists of data, comma-separate them. |
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1247 Same as '-S ","'. |
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1248 -S <string> -- when outputting lists of data, string-separate them |
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1249 -s -- when outputting lists of data, space-separate them. |
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1250 Same as '-S " "'. |
|
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1251 -P pragma=value -- Set a pragma on command line rather than interactively. |
|
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1252 Can be used multiple times. |
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1253 -V -- be verbose when importing |
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1254 -v -- report Roundup and Python versions (and quit) |
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1255 |
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1256 Only one of -s, -c or -S can be specified. |
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1257 |
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1258 Help: |
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1259 roundup-admin -h |
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1260 roundup-admin help -- this help |
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1261 roundup-admin help <command> -- command-specific help |
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1262 roundup-admin help all -- all available help |
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1263 |
|
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1264 Commands: |
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|
1265 commit |
|
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1266 create classname property=value ... |
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1267 display designator[,designator]* |
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1268 export [[-]class[,class]] export_dir |
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1269 exporttables [[-]class[,class]] export_dir |
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1270 filter classname propname=value ... |
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1271 find classname propname=value ... |
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1272 genconfig <filename> |
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1273 get property designator[,designator]* |
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1274 help topic |
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1275 history designator [skipquiet] |
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1276 import import_dir |
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1277 importtables export_dir |
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1278 initialise [adminpw] |
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1279 install [template [backend [key=val[,key=val]]]] |
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1280 list classname [property] |
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1281 migrate |
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|
1282 pack period | date |
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1283 perftest [mode] [arguments]* |
|
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1284 pragma setting=value | 'list' |
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1285 reindex [classname|classname:#-#|designator]* |
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1286 restore designator[,designator]* |
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1287 retire designator[,designator]* |
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1288 rollback |
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|
1289 security [Role name] |
|
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1290 set items property=value [property=value ...] |
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1291 specification classname |
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1292 table classname [property[,property]*] |
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1293 templates [trace_search] |
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1294 updateconfig <filename> |
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1295 Commands may be abbreviated as long as the abbreviation |
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1296 matches only one command, e.g. l == li == lis == list. |
|
2177
a276e2531321
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|
1297 |
|
7093
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|
1298 One thing to note, The ``-u user`` setting does not currently operate |
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1299 like a user logging in via the web. The user running roundup-admin |
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|
1300 must have read access to the tracker home directory. As a result the |
|
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|
1301 user has access to the files and the database info contained in |
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|
1302 config.ini. |
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1303 |
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|
1304 Using ``-u user`` sets the actor/user parameter in the |
|
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Mitigation for issue2551246 -u opton to roundup-admin
John Rouillard <rouilj@ieee.org>
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|
1305 journal. Changes that are made are attributed to that |
|
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Mitigation for issue2551246 -u opton to roundup-admin
John Rouillard <rouilj@ieee.org>
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|
1306 user. The password is ignored if provided. Any existing |
|
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Mitigation for issue2551246 -u opton to roundup-admin
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|
1307 username has full access to the data just like the admin |
|
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Mitigation for issue2551246 -u opton to roundup-admin
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|
1308 user. This is an area for further development so that |
|
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Mitigation for issue2551246 -u opton to roundup-admin
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|
1309 roundup-admin could be used with sudo to provide secure |
|
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Mitigation for issue2551246 -u opton to roundup-admin
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|
1310 command line access to a tracker. |
|
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|
1311 |
|
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|
1312 In general you should forget that there is a -u parameter. |
|
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|
1313 |
|
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Add additional command that do not require a tracker home.
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|
1314 All commands (except help, genconfig, templates) require a tracker |
|
1642a7b501df
Add additional command that do not require a tracker home.
John Rouillard <rouilj@ieee.org>
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|
1315 specifier. This is just the path to the roundup tracker you're working |
|
1642a7b501df
Add additional command that do not require a tracker home.
John Rouillard <rouilj@ieee.org>
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diff
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|
1316 with. A roundup tracker is where roundup keeps the database and |
|
1642a7b501df
Add additional command that do not require a tracker home.
John Rouillard <rouilj@ieee.org>
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diff
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|
1317 configuration file that defines an issue tracker. It may be thought of |
|
1642a7b501df
Add additional command that do not require a tracker home.
John Rouillard <rouilj@ieee.org>
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|
1318 as the issue tracker's "home directory". It may be specified in the |
|
1642a7b501df
Add additional command that do not require a tracker home.
John Rouillard <rouilj@ieee.org>
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|
1319 environment variable ``TRACKER_HOME`` or on the command line as "``-i |
|
1642a7b501df
Add additional command that do not require a tracker home.
John Rouillard <rouilj@ieee.org>
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|
1320 tracker``". |
|
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1321 |
|
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1322 A designator is a classname and an itemid concatenated, eg. bug1, |
|
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1323 user10, ... Property values are represented as strings in command |
|
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1324 arguments and in the printed results: |
|
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1325 |
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1326 - Strings are, well, strings. |
|
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1327 - Password values will display as their encoded value. |
|
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1328 - Date values are printed in the full date format in the local time |
|
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1329 zone, and accepted in the full format or any of the partial formats |
|
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1330 explained below.:: |
|
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1331 |
|
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1332 Input of... Means... |
|
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1333 "2000-04-17.03:45" 2000-04-17.03:45:00 |
|
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1334 "2000-04-17" 2000-04-17.00:00:00 |
|
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1335 "01-25" yyyy-01-25.00:00:00 |
|
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1336 "08-13.22:13" yyyy-08-13.22:13:00 |
|
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1337 "11-07.09:32:43" yyyy-11-07.09:32:43 |
|
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1338 "14:25" yyyy-mm-dd.14:25:00 |
|
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1339 "8:47:11" yyyy-mm-dd.08:47:11 |
|
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1340 "2003" 2003-01-01.00:00:00 |
|
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1341 "2003-04" 2003-04-01.00:00:00 |
|
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|
1342 "." "right now" |
|
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1343 |
|
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1344 - Link values are printed as item designators. When given as an |
|
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1345 argument, item designators and key strings are both accepted. |
|
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1346 - Multilink values are printed as lists of item designators joined by |
|
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|
1347 commas. When given as an argument, item designators and key strings |
|
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1348 are both accepted; an empty string, a single item, or a list of items |
|
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1349 joined by commas is accepted. |
|
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|
1350 |
|
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|
1351 When multiple items are specified to the roundup get or roundup set |
|
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|
1352 commands, the specified properties are retrieved or set on all the |
|
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1353 listed items. When multiple results are returned by the roundup get or |
|
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1354 roundup find commands, they are printed one per line (default) or joined |
|
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1355 by commas (with the "``-c``" option). |
|
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|
1356 |
|
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|
1357 Where the command changes data, a login name/password is required. The |
|
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1358 login may be specified as either "``name``" or "``name:password``". |
|
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1359 |
|
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1360 - ``ROUNDUP_LOGIN`` environment variable |
|
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|
1361 - the "``-u``" command-line option |
|
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|
1362 |
|
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|
1363 If either the name or password is not supplied, they are obtained from |
|
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|
1364 the command-line. |
|
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1365 |
|
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1366 The ``-u user`` setting does not currently operate like a |
|
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1367 user logging in via the web. The user running roundup-admin |
|
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1368 must have read access to the tracker home directory. As a |
|
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1369 result the user has access to the files and the database |
|
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1370 info contained in config.ini. |
|
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1371 |
|
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|
1372 Using ``-u user`` sets the actor/user parameter in the |
|
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|
1373 journal. Changes that are made are attributed to that |
|
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1374 user. The password is ignored if provided. Any existing |
|
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1375 username has full access to the data just like the admin |
|
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1376 user. This is an area for further development so that |
|
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|
1377 roundup-admin could be used with sudo to provide secure |
|
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|
1378 command line access to a tracker. |
|
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|
1379 |
|
7454
76b2f3c95c03
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|
1380 .. _initpw: |
|
76b2f3c95c03
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|
1381 |
|
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|
1382 When you initialise a new tracker instance you are prompted for the |
|
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1383 admin password. If you want to initialise a tracker non-interactively |
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|
1384 you can put the initialise command and password on the command |
|
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1385 line. But this allows others on the host to see the password (using |
|
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|
1386 the ps command). To initialise a tracker non-interactively without |
|
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1387 exposing the password, create a file (e.g init_tracker) set to mode |
|
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|
1388 600 (so only the owner can read it) with the contents: |
|
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1389 |
|
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1390 initialise admin_password |
|
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1391 |
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1392 and feed it to roundup-admin on standard input. E.G. |
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1393 |
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1394 cat init_tracker | roundup-admin -i tracker_dir |
|
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1395 |
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1396 (for more details see https://issues.roundup-tracker.org/issue2550789.) |
|
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1397 |
|
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|
1398 .. index:: ! roundup-admin; usage in scripts |
|
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1399 |
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|
1400 Using with the shell |
|
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1401 -------------------- |
|
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1402 |
|
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1403 With version 0.6.0 or newer of roundup (which introduced support for |
|
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1404 multiple designators to display and the -d, -S and -s flags): |
|
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1405 |
|
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1406 To find all messages regarding chatting issues that contain the word |
|
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1407 "spam", for example, you could execute the following command from the |
|
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1408 directory where the database dumps its files:: |
|
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1409 |
|
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1410 shell% for issue in `roundup-admin -ds find issue status=chatting`; do |
|
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1411 > grep -l spam `roundup-admin -ds ' ' get messages $issue` |
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1412 > done |
|
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1413 msg23 |
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1414 msg49 |
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1415 msg50 |
|
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1416 msg61 |
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1417 shell% |
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1418 |
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1419 Or, using the -dc option, this can be written as a single command:: |
|
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1420 |
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1421 shell% grep -l spam `roundup get messages \ |
|
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|
1422 \`roundup -dc find issue status=chatting\`` |
|
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1423 msg23 |
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1424 msg49 |
|
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|
1425 msg50 |
|
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1426 msg61 |
|
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1427 shell% |
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|
1428 |
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1429 You can also display issue contents:: |
|
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1430 |
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1431 shell% roundup-admin display `roundup-admin -dc get messages \ |
|
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1432 issue3,issue1` |
|
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|
1433 files: [] |
|
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1434 inreplyto: None |
|
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|
1435 recipients: [] |
|
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1436 author: 1 |
|
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1437 date: 2003-02-16.21:23:03 |
|
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1438 messageid: None |
|
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|
1439 summary: jkdskldjf |
|
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|
1440 files: [] |
|
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|
1441 inreplyto: None |
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|
1442 recipients: [] |
|
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1443 author: 1 |
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1444 date: 2003-02-15.01:59:11 |
|
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1445 messageid: None |
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|
1446 summary: jlkfjadsf |
|
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1447 |
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1448 or status:: |
|
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1449 |
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1450 shell% roundup-admin get name `/tools/roundup/bin/roundup-admin \ |
|
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1451 -dc -i /var/roundup/sysadmin get status issue3,issue1` |
|
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|
1452 unread |
|
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1453 deferred |
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1454 |
|
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1455 or status on a single line:: |
|
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1456 |
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1457 shell% echo `roundup-admin get name \`/tools/roundup/bin/roundup-admin \ |
|
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1458 -dc -i /var/roundup/sysadmin get status issue3,issue1\`` |
|
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1459 unread deferred |
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1460 |
|
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1461 which is the same as:: |
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1462 |
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1463 shell% roundup-admin -s get name `/tools/roundup/bin/roundup-admin \ |
|
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1464 -dc -i /var/roundup/sysadmin get status issue3,issue1` |
|
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1465 unread deferred |
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1466 |
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1467 Also the tautological:: |
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1468 |
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|
1469 shell% roundup-admin get name \ |
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1470 `roundup-admin -dc get status \`roundup-admin -dc find issue \ |
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1471 status=chatting\`` |
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1472 chatting |
|
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1473 chatting |
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|
1474 |
|
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1475 Remember the roundup commands that accept multiple designators accept |
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1476 them ',' separated so using '-dc' is almost always required. |
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1477 |
|
7667
08e4399c3ae4
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|
1478 A Note on Import and Export |
|
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|
1479 --------------------------- |
|
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|
1480 |
|
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|
1481 This is a little in the weeds, but I have noticed this and was asked |
|
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|
1482 about it so I am documenting it for the future. |
|
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|
1483 |
|
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|
1484 Running ``roundup-admin`` with ``-V`` to get additional info when |
|
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|
1485 importing/exporting the tracker generates three types of messages. |
|
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|
1486 |
|
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|
1487 For example:: |
|
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|
1488 |
|
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|
1489 $ roundup-admin -i tracker -V export ./myExport |
|
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|
1490 Exporting priority - 5 |
|
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|
1491 Exporting Journal for priority |
|
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|
1492 Exporting status - 1 |
|
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|
1493 Exporting Journal for status |
|
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|
1494 [...] |
|
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|
1495 |
|
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|
1496 |
|
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|
1497 $ roundup-admin -i tracker -V import ./myExport |
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1498 Importing priority - 7 |
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1499 setting priority 8 |
|
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1500 Importing status - 8 |
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1501 setting status 9 |
|
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|
1502 [...] |
|
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|
1503 |
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|
1504 Note the numbers for status. Exported ends up at 1, Imported ends up |
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1505 at 8 and setting chooses 9. These numbers are derived differently and |
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|
1506 used differently. You can't directly compare them. |
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1507 |
|
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|
1508 ``Exporting issue - XXX``: |
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1509 |
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1510 ``XXX`` is the id number of the node being exported/processed from |
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1511 the database. The order is determined by sorting by the key of the |
|
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1512 class (as set by sortkey). If the class key is 'id', then it's a |
|
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1513 string sort so '9' comes before '1009'. You might notice if the |
|
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1514 export is slow the numbers jumping around. |
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|
1515 |
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|
1516 It does not usually end up as the total number of nodes |
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1517 exported. However if it crashes, you know what node it was |
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|
1518 processing at the time. |
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|
1519 |
|
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|
1520 In the example above, the status node with id 1 was the last one |
|
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1521 when sorted alphabetically by name. |
|
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|
1522 |
|
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|
1523 ``Importing <class> - XXX``: |
|
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|
1524 |
|
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|
1525 ``XXX`` is the number of the node (not the node id) being |
|
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1526 imported/currently processed at line XXX+1 in the file. It is an |
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1527 incrementing number starting at 0 and never jumps around. Value 0 |
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1528 is consumed when reading the header and not displayed. The final |
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1529 value is the same as the number of objects and one less then the |
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1530 number of lines in the file. If it crashes, you were processing |
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1531 the line at XXX+1. |
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1532 |
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1533 ``setting <class> XXX``: |
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1534 |
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1535 ``XXX`` in the setting line should always be one more than the |
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1536 number of imported objects. The setting value is the id for the |
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1537 next created object of that type. So in theory the Importing |
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1538 number should be one less than the setting number. |
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1539 |
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1540 However under certain circumstances, Roundup can skip an id |
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1541 number. This can lead to a difference of more than 1 between the |
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1542 Importing and setting numbers. It's not a problem. However setting |
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1543 can (and must) always be higher than the Importing number. |
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1544 |
|
7279
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Move mail gateway and roundup-admin doc to admin guide from user guide
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1545 |
|
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maintenance -> admin guide
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1546 .. _`customisation documentation`: customizing.html |
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initial pass to change references to reference doc where needed.
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1547 .. _`reference documentation`: reference.html |
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4962f99aaa27
*** empty log message ***
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1548 .. _`upgrading documentation`: upgrading.html |
|
6458
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issue2551147 - Enable compression of http responses in roundup.
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1549 .. _`installation documentation`: installation.html |
