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annotate doc/upgrading.txt @ 935:2abb6b2697b6

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doc updates
author Richard Jones <richard@users.sourceforge.net>
date Thu, 15 Aug 2002 00:39:51 +0000
parents 51519406b73e
children f36ffa50374f
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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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23 TODO: user.item template html needs updating for new security
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26 Migrating from 0.4.1 to 0.4.2
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27 =============================
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29 0.4.2 Configuration
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30 -------------------
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31 The USER_INDEX definition introduced in 0.4.1 was too restrictive in its
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32 allowing replacement of 'assignedto' with the user's userid. Users must change
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33 the None value of 'assignedto' to 'CURRENT USER' (the string, in quotes) for
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34 the replacement behaviour to occur now.
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35
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36 The new configuration variables are:
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37
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38 - EMAIL_KEEP_QUOTED_TEXT
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39 - EMAIL_LEAVE_BODY_UNCHANGED
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40 - ADD_RECIPIENTS_TO_NOSY
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41
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42 See the sample configuration files in::
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44 <roundup source>/roundup/templates/classic/instance_config.py
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46 and::
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48 <roundup source>/roundup/templates/extended/instance_config.py
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49
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50 and the documentation in customizing_ for information on how they're used.
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53 0.4.2 Changes to detectors
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54 --------------------------
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55 You will need to copy the detectors from the distribution into your instance
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56 home "detectors" directory. If you used the classic schema, the detectors
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57 are in::
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58
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59 <roundup source>/roundup/templates/classic/detectors/
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61 If you used the extended schema, the detectors are in::
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62
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63 <roundup source>/roundup/templates/extended/detectors/
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64
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65 The change means that schema-specific code has been removed from the
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66 mail gateway and cgi interface and made into auditors:
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67
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68 - nosyreactor.py has now got an updatenosy auditor which updates the nosy
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69 list with author, recipient and assignedto information.
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70 - statusauditor.py makes the unread or resolved -> chatting changes and
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71 presets the status of an issue to unread.
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72
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73 There's also a bug or two fixed in the nosyreactor code.
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74
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75 0.4.2 HTML templating changes
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76 -----------------------------
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77 The link() htmltemplate function now has a "showid" option for links and
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78 multilinks. When true, it only displays the linked node id as the anchor
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79 text. The link value is displayed as a tooltip using the title anchor
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80 attribute. To use in eg. the superseder field, have something like this::
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81
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82 <td>
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83 <display call="field('superseder', showid=1)">
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84 <display call="classhelp('issue', 'id,title', label='list', width=500)">
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85 <property name="superseder">
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86 <br>View: <display call="link('superseder', showid=1)">
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87 </property>
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88 </td>
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89
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90 The stylesheets have been cleaned up too. You may want to use the newer
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91 versions in::
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92
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93 <roundup source>/roundup/templates/<template>/html/default.css
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97 Migrating from 0.4.0 to 0.4.1
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98 =============================
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99
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100 0.4.1 Files storage
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101 -------------------
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102
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103 Messages and files from newly created issues will be put into subdierectories
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104 in thousands e.g. msg123 will be put into files/msg/0/msg123, file2003
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105 will go into files/file/2/file2003. Previous messages are still found, but
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106 could be put into this structure.
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107
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108 0.4.1 Configuration
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109 -------------------
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110
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111 To allow more fine-grained access control, the variable used to check
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112 permission to auto-register users in the mail gateway is now called
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113 ANONYMOUS_REGISTER_MAIL rather than overloading ANONYMOUS_REGISTER. If the
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114 variable doesn't exist, then ANONYMOUS_REGISTER is tested as before.
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116 Configuring the links in the web header is now easier too. The following
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117 variables have been added to the classic instance_config.py::
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118
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119 HEADER_INDEX_LINKS - defines the "index" links to be made available
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120 HEADER_ADD_LINKS - defines the "add" links
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121 DEFAULT_INDEX - specifies the index view for DEFAULT
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122 UNASSIGNED_INDEX - specifies the index view for UNASSIGNED
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123 USER_INDEX - specifies the index view for USER
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124
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125 See the <roundup source>/roundup/templates/classic/instance_config.py for more
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126 information - including how the variables are to be set up. Most users will
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127 just be able to copy the variables from the source to their instance home. If
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128 you've modified the header by changing the source of the interfaces.py file in
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129 the instance home, you'll need to remove that customisation and move it into
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130 the appropriate variables in instance_config.py.
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131
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132 The extended schema has similar variables added too - see the source for more
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133 info.
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134
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135 0.4.1 Alternate E-Mail Addresses
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136 --------------------------------
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137
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138 If you add the property "alternate_addresses" to your user class, your users
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139 will be able to register alternate email addresses that they may use to
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140 communicate with roundup as. All email from roundup will continue to be sent
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141 to their primary address.
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142
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143 If you have not edited the dbinit.py file in your instance home directory,
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144 you may simply copy the new dbinit.py file from the core code. If you used
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145 the classic schema, the interfaces file is in::
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146
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147 <roundup source>/roundup/templates/classic/dbinit.py
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148
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149 If you used the extended schema, the file is in::
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150
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151 <roundup source>/roundup/templates/extended/dbinit.py
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152
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153 If you have modified your dbinit.py file, you need to edit the dbinit.py
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154 file in your instance home directory. Find the lines which define the user
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155 class::
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156
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157 user = Class(db, "msg",
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158 username=String(), password=Password(),
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159 address=String(), realname=String(),
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160 phone=String(), organisation=String(),
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161 alternate_addresses=String())
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162
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163 You will also want to add the property to the user's details page. The
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164 template for this is the "user.item" file in your instance home "html"
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165 directory. Similar to above, you may copy the file from the roundup source if
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166 you haven't modified it. Otherwise, add the following to the template::
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167
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168 <display call="multiline('alternate_addresses')">
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169
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170 with appropriate labelling etc. See the standard template for an idea.
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171
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172
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173
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174 Migrating from 0.3.x to 0.4.0
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175 =============================
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176
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177 0.4.0 Message-ID and In-Reply-To addition
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178 -----------------------------------------
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179 0.4.0 adds the tracking of messages by message-id and allows threading
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180 using in-reply-to. Most e-mail clients support threading using this
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181 feature, and we hope to add support for it to the web gateway. If you
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182 have not edited the dbinit.py file in your instance home directory, you may
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183 simply copy the new dbinit.py file from the core code. If you used the
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184 classic schema, the interfaces file is in::
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185
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186 <roundup source>/roundup/templates/classic/dbinit.py
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187
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188 If you used the extended schema, the file is in::
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189
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190 <roundup source>/roundup/templates/extended/dbinit.py
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191
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192 If you have modified your dbinit.py file, you need to edit the dbinit.py
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193 file in your instance home directory. Find the lines which define the msg
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194 class::
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195
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196 msg = FileClass(db, "msg",
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197 author=Link("user"), recipients=Multilink("user"),
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198 date=Date(), summary=String(),
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199 files=Multilink("file"))
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200
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201 and add the messageid and inreplyto properties like so::
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202
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203 msg = FileClass(db, "msg",
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204 author=Link("user"), recipients=Multilink("user"),
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205 date=Date(), summary=String(),
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206 files=Multilink("file"),
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207 messageid=String(), inreplyto=String())
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208
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209 Also, configuration is being cleaned up. This means that your dbinit.py will
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210 also need to be changed in the open function. If you haven't changed your
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211 dbinit.py, the above copy will be enough. If you have, you'll need to change
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212 the line (round line 50)::
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213
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214 db = Database(instance_config.DATABASE, name)
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215
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216 to::
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217
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218 db = Database(instance_config, name)
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219
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220
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221 0.4.0 Configuration
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222 --------------------
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223 ``INSTANCE_NAME`` and ``EMAIL_SIGNATURE_POSITION`` have been added to the
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224 instance_config.py. The simplest solution is to copy the default values
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225 from template in the core source.
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226
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227 The mail gateway now checks ``ANONYMOUS_REGISTER`` to see if unknown users
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228 are to be automatically registered with the tracker. If it is set to "deny"
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229 then unknown users will not have access. If it is set to "allow" they will be
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230 automatically registered with the tracker.
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231
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232
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233 0.4.0 CGI script roundup.cgi
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234 ----------------------------
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235 The CGI script has been updated with some features and a bugfix, so you should
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236 copy it from the roundup cgi-bin source directory again. Make sure you update
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237 the ROUNDUP_INSTANCE_HOMES after the copy.
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238
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239
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240 0.4.0 Nosy reactor
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241 ------------------
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242 The nosy reactor has also changed - copy the nosyreactor.py file from the core
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243 source::
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244
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245 <roundup source>/roundup/templates/<template>/detectors/nosyreactor.py
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246
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247 to your instance home "detectors" directory.
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248
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249
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250 0.4.0 HTML templating
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251 ---------------------
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252 The field() function was incorrectly implemented - links and multilinks now
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253 display as text fields when rendered using field(). To display a menu (drop-
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254 down or select box) you need to use the menu() function.
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255
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256
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257
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258 Migrating from 0.2.x to 0.3.x
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259 =============================
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260
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261 0.3.x Cookie Authentication changes
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262 -----------------------------------
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263 0.3.0 introduces cookie authentication - you will need to copy the
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264 interfaces.py file from the roundup source to your instance home to enable
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265 authentication. If you used the classic schema, the interfaces file is in::
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266
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267 <roundup source>/roundup/templates/classic/interfaces.py
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268
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269 If you used the extended schema, the file is in::
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270
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271 <roundup source>/roundup/templates/extended/interfaces.py
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272
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273 If you have modified your interfaces.Client class, you will need to take
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274 note of the login/logout functionality provided in roundup.cgi_client.Client
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275 (classic schema) or roundup.cgi_client.ExtendedClient (extended schema) and
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276 modify your instance code apropriately.
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277
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278
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279 0.3.x Password encoding
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280 -----------------------
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281 This release also introduces encoding of passwords in the database. If you
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282 have not edited the dbinit.py file in your instance home directory, you may
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283 simply copy the new dbinit.py file from the core code. If you used the
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284 classic schema, the interfaces file is in::
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285
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286 <roundup source>/roundup/templates/classic/dbinit.py
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287
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288 If you used the extended schema, the file is in::
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289
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290 <roundup source>/roundup/templates/extended/dbinit.py
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291
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292
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293 If you have modified your dbinit.py file, you may use encoded passwords:
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294
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295 1. Edit the dbinit.py file in your instance home directory
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296 a. At the first code line of the open() function::
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297
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298 from roundup.hyperdb import String, Date, Link, Multilink
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299
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300 alter to include Password, as so::
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301
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302 from roundup.hyperdb import String, Password, Date, Link, Multilink
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303
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304 b. Where the password property is defined (around line 66)::
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305
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306 user = Class(db, "user",
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307 username=String(), password=String(),
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308 address=String(), realname=String(),
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309 phone=String(), organisation=String())
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310 user.setkey("username")
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311
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312 alter the "password=String()" to "password=Password()"::
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313
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314 user = Class(db, "user",
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315 username=String(), password=Password(),
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316 address=String(), realname=String(),
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317 phone=String(), organisation=String())
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318 user.setkey("username")
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319
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320 2. Any existing passwords in the database will remain cleartext until they
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321 are edited. It is recommended that at a minimum the admin password be
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322 changed immediately::
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323
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324 roundup-admin -i <instance home> set user1 password=<new password>
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325
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326
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327 0.3.x Configuration
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328 -------------------
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329 FILTER_POSITION, ANONYMOUS_ACCESS, ANONYMOUS_REGISTER have been added to
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330 the instance_config.py. Simplest solution is to copy the default values from
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331 template in the core source.
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332
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333 MESSAGES_TO_AUTHOR has been added to the IssueClass in dbinit.py. Set to 'yes'
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334 to send nosy messages to the author. Default behaviour is to not send nosy
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335 messages to the author. You will need to add MESSAGES_TO_AUTHOR to your
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336 dbinit.py in your instance home.
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337
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338
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339 0.3.x CGI script roundup.cgi
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340 ----------------------------
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341 There have been some structural changes to the roundup.cgi script - you will
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342 need to install it again from the cgi-bin directory of the source
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343 distribution. Make sure you update the ROUNDUP_INSTANCE_HOMES after the
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344 copy.
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345
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
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346
798
faf164ab8ed9 Docco changes.
Richard Jones <richard@users.sourceforge.net>
parents: 782
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347 .. _customizing: customizing.html
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