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annotate MIGRATION.txt @ 639:2f3e82a69eb5

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author Richard Jones <richard@users.sourceforge.net>
date Thu, 21 Feb 2002 07:21:38 +0000
parents edd210915e64
children 07abfe8f0c01
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272
5f400caecaad Steps to follow when migrating between versions of roundup.
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1 Migrating to newer versions of Roundup
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2 ======================================
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3
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4 Please read each section carefully and edit your instance home files
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5 accordingly.
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6
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7 This file contains information for users upgrading from:
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8 0.4.0 -> 0.4.1
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9 0.3.x -> 0.4.x
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10 0.2.x -> 0.3.x
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11
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12
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13 Migrating from 0.4.0 to 0.4.1
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14 =============================
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15
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16 Configuration
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17 -------------
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18
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19 To allow more fine-grained access control, the variable used to check
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20 permission to auto-register users in the mail gateway is now called
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21 ANONYMOUS_REGISTER_MAIL rather than overloading ANONYMOUS_REGISTER. If the
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22 variable doesn't exist, then ANONYMOUS_REGISTER is tested as before.
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24
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25 Alternate E-Mail Addresses
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26 --------------------------
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27
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28 If you add the property "alternate_addresses" to your user class, your users
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29 will be able to register alternate email addresses that they may use to
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30 communicate with roundup as. All email from roundup will continue to be sent
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31 to their primary address.
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32
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33 If you have not edited the dbinit.py file in your instance home directory,
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34 you may simply copy the new dbinit.py file from the core code. If you used
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35 the classic schema, the interfaces file is in:
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36
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37 <roundup source>/roundup/templates/classic/dbinit.py
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38
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39 If you used the extended schema, the file is in:
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40
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41 <roundup source>/roundup/templates/extended/dbinit.py
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42
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43 If you have modified your dbinit.py file, you need to edit the dbinit.py
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44 file in your instance home directory. Find the lines which define the user
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45 class:
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46
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47 user = Class(db, "msg",
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48 username=String(), password=Password(),
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49 address=String(), realname=String(),
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50 phone=String(), organisation=String(),
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51 alternate_addresses=String())
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52
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53 You will also want to add the property to the user's details page. The
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54 template for this is the "user.item" file in your instance home "html"
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55 directory. Similar to above, you may copy the file from the roundup source if
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56 you haven't modified it. Otherwise, add the following to the template:
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57
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58 <display call="multiline('alternate_addresses')">
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59
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60 with appropriate labelling etc. See the standard template for an idea.
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61
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62
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63
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64 Migrating from 0.3.x to 0.4.x
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65 =============================
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66
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67 Message-ID and In-Reply-To addition
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68 -----------------------------------
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69 0.4.0 adds the tracking of messages by message-id and allows threading
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70 using in-reply-to. Most e-mail clients support threading using this
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71 feature, and we hope to add support for it to the web gateway. If you
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72 have not edited the dbinit.py file in your instance home directory, you may
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73 simply copy the new dbinit.py file from the core code. If you used the
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74 classic schema, the interfaces file is in:
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75
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76 <roundup source>/roundup/templates/classic/dbinit.py
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77
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78 If you used the extended schema, the file is in:
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79
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80 <roundup source>/roundup/templates/extended/dbinit.py
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81
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82 If you have modified your dbinit.py file, you need to edit the dbinit.py
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83 file in your instance home directory. Find the lines which define the msg
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84 class:
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85
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86 msg = FileClass(db, "msg",
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87 author=Link("user"), recipients=Multilink("user"),
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88 date=Date(), summary=String(),
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89 files=Multilink("file"))
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90
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91 and add the messageid and inreplyto properties like so:
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92
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93 msg = FileClass(db, "msg",
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94 author=Link("user"), recipients=Multilink("user"),
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95 date=Date(), summary=String(),
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96 files=Multilink("file"),
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97 messageid=String(), inreplyto=String())
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98
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99 Also, configuration is being cleaned up. This means that your dbinit.py will
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100 also need to be changed in the open function. If you haven't changed your
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101 dbinit.py, the above copy will be enough. If you have, you'll need to change
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102 the line (round line 50):
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103
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104 db = Database(instance_config.DATABASE, name)
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105
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106 to:
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107
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108 db = Database(instance_config, name)
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109
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110
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111 Configuration
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112 -------------
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113 INSTANCE_NAME and EMAIL_SIGNATURE_POSITION have been added to the
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114 instance_config.py. The simplest solution is to copy the default values
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115 from template in the core source.
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116
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117 The mail gateway now checks ANONYMOUS_REGISTER to see if unknown users are to
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118 be automatically registered with the tracker. If it is set to "deny" then
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119 unknown users will not have access. If it is set to "allow" they will be
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120 automatically registered with the tracker.
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123 CGI script roundup.cgi
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124 ----------------------
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125 The CGI script has been updated with some features and a bugfix, so you should
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126 copy it from the roundup cgi-bin source directory again. Make sure you update
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127 the ROUNDUP_INSTANCE_HOMES after the copy.
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128
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129
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130 Nosy reactor
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131 ------------
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132 The nosy reactor has also changed - copy the nosyreactor.py file from the core
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133 source roundup/templates/[schema]/detectors/nosyreactor.py to your instance
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134 home "detectors" directory.
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135
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136
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137 HTML templating
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138 ---------------
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139 The field() function was incorrectly implemented - links and multilinks now
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140 display as text fields when rendered using field(). To display a menu (drop-
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141 down or select box) you need to use the menu() function.
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142
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145 Migrating from 0.2.x to 0.3.x
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146 =============================
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147
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148 Cookie Authentication changes
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149 -----------------------------
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150 0.3.0 introduces cookie authentication - you will need to copy the
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151 interfaces.py file from the roundup source to your instance home to enable
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152 authentication. If you used the classic schema, the interfaces file is in:
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153
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154 <roundup source>/roundup/templates/classic/interfaces.py
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155
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156 If you used the extended schema, the file is in:
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157
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158 <roundup source>/roundup/templates/extended/interfaces.py
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159
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160 If you have modified your interfaces.Client class, you will need to take
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161 note of the login/logout functionality provided in roundup.cgi_client.Client
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162 (classic schema) or roundup.cgi_client.ExtendedClient (extended schema) and
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163 modify your instance code apropriately.
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164
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165
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166 Password encoding
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167 -----------------
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168 This release also introduces encoding of passwords in the database. If you
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169 have not edited the dbinit.py file in your instance home directory, you may
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170 simply copy the new dbinit.py file from the core code. If you used the
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171 classic schema, the interfaces file is in:
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172
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173 <roundup source>/roundup/templates/classic/dbinit.py
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174
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175 If you used the extended schema, the file is in:
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176
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177 <roundup source>/roundup/templates/extended/dbinit.py
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178
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179
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180 If you have modified your dbinit.py file, you may use encoded passwords:
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181
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182 1. Edit the dbinit.py file in your instance home directory
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183 1a. At the first code line of the open() function:
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184
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185 from roundup.hyperdb import String, Date, Link, Multilink
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186
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187 alter to include Password, as so:
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188
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189 from roundup.hyperdb import String, Password, Date, Link, Multilink
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190
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191 1b. Where the password property is defined (around line 66):
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192
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193 user = Class(db, "user",
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194 username=String(), password=String(),
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195 address=String(), realname=String(),
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196 phone=String(), organisation=String())
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197 user.setkey("username")
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198
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199 alter the "password=String()" to "password=Password()":
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200
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201 user = Class(db, "user",
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202 username=String(), password=Password(),
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203 address=String(), realname=String(),
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204 phone=String(), organisation=String())
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205 user.setkey("username")
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206
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207 2. Any existing passwords in the database will remain cleartext until they
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208 are edited. It is recommended that at a minimum the admin password be
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209 changed immediately:
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210
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211 roundup-admin -i <instance home> set user1 password=<new password>
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212
334
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213
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214 Configuration
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215 -------------
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216 FILTER_POSITION, ANONYMOUS_ACCESS, ANONYMOUS_REGISTER have been added to
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217 the instance_config.py. Simplest solution is to copy the default values from
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218 template in the core source.
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219
337
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220 MESSAGES_TO_AUTHOR has been added to the IssueClass in dbinit.py. Set to 'yes'
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221 to send nosy messages to the author. Default behaviour is to not send nosy
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222 messages to the author. You will need to add MESSAGES_TO_AUTHOR to your
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223 dbinit.py in your instance home.
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224
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225
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226 CGI script roundup.cgi
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227 ----------------------
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228 There have been some structural changes to the roundup.cgi script - you will
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229 need to install it again from the cgi-bin directory of the source
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230 distribution. Make sure you update the ROUNDUP_INSTANCE_HOMES after the
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231 copy.
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232
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234
Roundup Issue Tracker: http://roundup-tracker.org/