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annotate doc/upgrading.txt @ 928:23c9d4f86380

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Added the web access and email access permissions.. ...so people can restrict access to users who register through the email interface (for example). Also added "security" command to the roundup-admin interface to display the Role/Permission config for an instance.
author Richard Jones <richard@users.sourceforge.net>
date Thu, 01 Aug 2002 00:56:22 +0000
parents 51519406b73e
children 2abb6b2697b6
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1 ======================================
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2 Upgrading to newer versions of Roundup
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3 ======================================
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5 Please read each section carefully and edit your instance home files
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6 accordingly.
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8 .. contents::
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9
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10 Migrating from 0.4.x to 0.5.0
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11 =============================
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12
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13 0.5.0 Configuration
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14 -------------------
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15
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16 TODO: mention stuff about indexing
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17 TODO: mention that the dbinit needs the db.post_init() method call for
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18 reindexing
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19 TODO: dbinit now imports classes from selct_db
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20 TODO: select_db needs fixing to include Class, FileClass and IssueClass
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21 TODO: migration of security settings
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22 TODO: nosy reactor has been updated
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25 Migrating from 0.4.1 to 0.4.2
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26 =============================
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28 0.4.2 Configuration
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29 -------------------
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30 The USER_INDEX definition introduced in 0.4.1 was too restrictive in its
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31 allowing replacement of 'assignedto' with the user's userid. Users must change
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32 the None value of 'assignedto' to 'CURRENT USER' (the string, in quotes) for
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33 the replacement behaviour to occur now.
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35 The new configuration variables are:
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36
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37 - EMAIL_KEEP_QUOTED_TEXT
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38 - EMAIL_LEAVE_BODY_UNCHANGED
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39 - ADD_RECIPIENTS_TO_NOSY
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40
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41 See the sample configuration files in::
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43 <roundup source>/roundup/templates/classic/instance_config.py
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45 and::
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47 <roundup source>/roundup/templates/extended/instance_config.py
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48
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49 and the documentation in customizing_ for information on how they're used.
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52 0.4.2 Changes to detectors
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53 --------------------------
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54 You will need to copy the detectors from the distribution into your instance
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55 home "detectors" directory. If you used the classic schema, the detectors
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56 are in::
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57
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58 <roundup source>/roundup/templates/classic/detectors/
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60 If you used the extended schema, the detectors are in::
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61
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62 <roundup source>/roundup/templates/extended/detectors/
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64 The change means that schema-specific code has been removed from the
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65 mail gateway and cgi interface and made into auditors:
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67 - nosyreactor.py has now got an updatenosy auditor which updates the nosy
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68 list with author, recipient and assignedto information.
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69 - statusauditor.py makes the unread or resolved -> chatting changes and
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70 presets the status of an issue to unread.
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71
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72 There's also a bug or two fixed in the nosyreactor code.
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73
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74 0.4.2 HTML templating changes
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75 -----------------------------
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76 The link() htmltemplate function now has a "showid" option for links and
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77 multilinks. When true, it only displays the linked node id as the anchor
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78 text. The link value is displayed as a tooltip using the title anchor
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79 attribute. To use in eg. the superseder field, have something like this::
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80
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81 <td>
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82 <display call="field('superseder', showid=1)">
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83 <display call="classhelp('issue', 'id,title', label='list', width=500)">
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84 <property name="superseder">
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85 <br>View: <display call="link('superseder', showid=1)">
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86 </property>
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87 </td>
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88
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89 The stylesheets have been cleaned up too. You may want to use the newer
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90 versions in::
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91
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92 <roundup source>/roundup/templates/<template>/html/default.css
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96 Migrating from 0.4.0 to 0.4.1
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97 =============================
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98
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99 0.4.1 Files storage
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100 -------------------
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101
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102 Messages and files from newly created issues will be put into subdierectories
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103 in thousands e.g. msg123 will be put into files/msg/0/msg123, file2003
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104 will go into files/file/2/file2003. Previous messages are still found, but
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105 could be put into this structure.
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106
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107 0.4.1 Configuration
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108 -------------------
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109
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110 To allow more fine-grained access control, the variable used to check
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111 permission to auto-register users in the mail gateway is now called
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112 ANONYMOUS_REGISTER_MAIL rather than overloading ANONYMOUS_REGISTER. If the
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113 variable doesn't exist, then ANONYMOUS_REGISTER is tested as before.
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115 Configuring the links in the web header is now easier too. The following
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116 variables have been added to the classic instance_config.py::
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117
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118 HEADER_INDEX_LINKS - defines the "index" links to be made available
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119 HEADER_ADD_LINKS - defines the "add" links
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120 DEFAULT_INDEX - specifies the index view for DEFAULT
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121 UNASSIGNED_INDEX - specifies the index view for UNASSIGNED
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122 USER_INDEX - specifies the index view for USER
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123
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124 See the <roundup source>/roundup/templates/classic/instance_config.py for more
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125 information - including how the variables are to be set up. Most users will
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126 just be able to copy the variables from the source to their instance home. If
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127 you've modified the header by changing the source of the interfaces.py file in
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128 the instance home, you'll need to remove that customisation and move it into
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129 the appropriate variables in instance_config.py.
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130
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131 The extended schema has similar variables added too - see the source for more
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132 info.
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133
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134 0.4.1 Alternate E-Mail Addresses
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135 --------------------------------
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136
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137 If you add the property "alternate_addresses" to your user class, your users
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138 will be able to register alternate email addresses that they may use to
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139 communicate with roundup as. All email from roundup will continue to be sent
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140 to their primary address.
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141
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142 If you have not edited the dbinit.py file in your instance home directory,
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143 you may simply copy the new dbinit.py file from the core code. If you used
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144 the classic schema, the interfaces file is in::
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145
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146 <roundup source>/roundup/templates/classic/dbinit.py
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147
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148 If you used the extended schema, the file is in::
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149
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150 <roundup source>/roundup/templates/extended/dbinit.py
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151
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152 If you have modified your dbinit.py file, you need to edit the dbinit.py
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153 file in your instance home directory. Find the lines which define the user
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154 class::
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155
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156 user = Class(db, "msg",
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157 username=String(), password=Password(),
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158 address=String(), realname=String(),
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159 phone=String(), organisation=String(),
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160 alternate_addresses=String())
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161
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162 You will also want to add the property to the user's details page. The
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163 template for this is the "user.item" file in your instance home "html"
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164 directory. Similar to above, you may copy the file from the roundup source if
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165 you haven't modified it. Otherwise, add the following to the template::
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166
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167 <display call="multiline('alternate_addresses')">
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168
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169 with appropriate labelling etc. See the standard template for an idea.
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170
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171
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172
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173 Migrating from 0.3.x to 0.4.0
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174 =============================
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175
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176 0.4.0 Message-ID and In-Reply-To addition
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177 -----------------------------------------
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178 0.4.0 adds the tracking of messages by message-id and allows threading
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179 using in-reply-to. Most e-mail clients support threading using this
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180 feature, and we hope to add support for it to the web gateway. If you
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181 have not edited the dbinit.py file in your instance home directory, you may
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182 simply copy the new dbinit.py file from the core code. If you used the
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183 classic schema, the interfaces file is in::
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184
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185 <roundup source>/roundup/templates/classic/dbinit.py
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186
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187 If you used the extended schema, the file is in::
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188
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189 <roundup source>/roundup/templates/extended/dbinit.py
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190
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191 If you have modified your dbinit.py file, you need to edit the dbinit.py
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192 file in your instance home directory. Find the lines which define the msg
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193 class::
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194
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195 msg = FileClass(db, "msg",
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196 author=Link("user"), recipients=Multilink("user"),
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197 date=Date(), summary=String(),
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198 files=Multilink("file"))
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199
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200 and add the messageid and inreplyto properties like so::
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201
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202 msg = FileClass(db, "msg",
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203 author=Link("user"), recipients=Multilink("user"),
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204 date=Date(), summary=String(),
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205 files=Multilink("file"),
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206 messageid=String(), inreplyto=String())
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207
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208 Also, configuration is being cleaned up. This means that your dbinit.py will
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209 also need to be changed in the open function. If you haven't changed your
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210 dbinit.py, the above copy will be enough. If you have, you'll need to change
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211 the line (round line 50)::
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212
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213 db = Database(instance_config.DATABASE, name)
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214
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215 to::
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216
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217 db = Database(instance_config, name)
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218
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219
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220 0.4.0 Configuration
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221 --------------------
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222 ``INSTANCE_NAME`` and ``EMAIL_SIGNATURE_POSITION`` have been added to the
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223 instance_config.py. The simplest solution is to copy the default values
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224 from template in the core source.
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225
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226 The mail gateway now checks ``ANONYMOUS_REGISTER`` to see if unknown users
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227 are to be automatically registered with the tracker. If it is set to "deny"
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228 then unknown users will not have access. If it is set to "allow" they will be
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229 automatically registered with the tracker.
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230
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231
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232 0.4.0 CGI script roundup.cgi
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233 ----------------------------
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234 The CGI script has been updated with some features and a bugfix, so you should
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235 copy it from the roundup cgi-bin source directory again. Make sure you update
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236 the ROUNDUP_INSTANCE_HOMES after the copy.
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237
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238
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239 0.4.0 Nosy reactor
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240 ------------------
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241 The nosy reactor has also changed - copy the nosyreactor.py file from the core
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242 source::
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243
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244 <roundup source>/roundup/templates/<template>/detectors/nosyreactor.py
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245
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246 to your instance home "detectors" directory.
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247
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248
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249 0.4.0 HTML templating
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250 ---------------------
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251 The field() function was incorrectly implemented - links and multilinks now
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252 display as text fields when rendered using field(). To display a menu (drop-
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253 down or select box) you need to use the menu() function.
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254
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255
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256
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257 Migrating from 0.2.x to 0.3.x
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258 =============================
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259
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260 0.3.x Cookie Authentication changes
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261 -----------------------------------
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262 0.3.0 introduces cookie authentication - you will need to copy the
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263 interfaces.py file from the roundup source to your instance home to enable
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264 authentication. If you used the classic schema, the interfaces file is in::
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265
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266 <roundup source>/roundup/templates/classic/interfaces.py
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267
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268 If you used the extended schema, the file is in::
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269
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270 <roundup source>/roundup/templates/extended/interfaces.py
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271
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272 If you have modified your interfaces.Client class, you will need to take
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273 note of the login/logout functionality provided in roundup.cgi_client.Client
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274 (classic schema) or roundup.cgi_client.ExtendedClient (extended schema) and
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275 modify your instance code apropriately.
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276
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277
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278 0.3.x Password encoding
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279 -----------------------
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280 This release also introduces encoding of passwords in the database. If you
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281 have not edited the dbinit.py file in your instance home directory, you may
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282 simply copy the new dbinit.py file from the core code. If you used the
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283 classic schema, the interfaces file is in::
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284
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285 <roundup source>/roundup/templates/classic/dbinit.py
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286
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287 If you used the extended schema, the file is in::
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288
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289 <roundup source>/roundup/templates/extended/dbinit.py
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290
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291
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292 If you have modified your dbinit.py file, you may use encoded passwords:
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293
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294 1. Edit the dbinit.py file in your instance home directory
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295 a. At the first code line of the open() function::
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296
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297 from roundup.hyperdb import String, Date, Link, Multilink
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298
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299 alter to include Password, as so::
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300
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301 from roundup.hyperdb import String, Password, Date, Link, Multilink
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302
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303 b. Where the password property is defined (around line 66)::
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304
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305 user = Class(db, "user",
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306 username=String(), password=String(),
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307 address=String(), realname=String(),
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308 phone=String(), organisation=String())
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309 user.setkey("username")
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310
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311 alter the "password=String()" to "password=Password()"::
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312
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313 user = Class(db, "user",
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314 username=String(), password=Password(),
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315 address=String(), realname=String(),
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316 phone=String(), organisation=String())
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317 user.setkey("username")
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318
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319 2. Any existing passwords in the database will remain cleartext until they
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320 are edited. It is recommended that at a minimum the admin password be
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321 changed immediately::
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322
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323 roundup-admin -i <instance home> set user1 password=<new password>
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324
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325
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326 0.3.x Configuration
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327 -------------------
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328 FILTER_POSITION, ANONYMOUS_ACCESS, ANONYMOUS_REGISTER have been added to
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329 the instance_config.py. Simplest solution is to copy the default values from
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330 template in the core source.
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331
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332 MESSAGES_TO_AUTHOR has been added to the IssueClass in dbinit.py. Set to 'yes'
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333 to send nosy messages to the author. Default behaviour is to not send nosy
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334 messages to the author. You will need to add MESSAGES_TO_AUTHOR to your
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335 dbinit.py in your instance home.
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336
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337
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338 0.3.x CGI script roundup.cgi
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339 ----------------------------
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340 There have been some structural changes to the roundup.cgi script - you will
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341 need to install it again from the cgi-bin directory of the source
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342 distribution. Make sure you update the ROUNDUP_INSTANCE_HOMES after the
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343 copy.
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344
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345
798
faf164ab8ed9 Docco changes.
Richard Jones <richard@users.sourceforge.net>
parents: 782
diff changeset
346 .. _customizing: customizing.html
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