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annotate doc/upgrading.txt @ 2017:31d920b31642

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Update customization examples too, expand upgrade notice a bit.
author Johannes Gijsbers <jlgijsbers@users.sourceforge.net>
date Sat, 14 Feb 2004 17:18:01 +0000
parents 2112962f5bb1
children 48600089c73d
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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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4
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5 Please read each section carefully and edit your tracker home files
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6 accordingly. Note that there is information about upgrade procedures in the
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7 `administration guide`_.
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9 .. contents::
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10
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11 Migrating from 0.6 to 0.7
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12 =========================
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13
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14 0.7.0 Extending the cgi interface
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15 ---------------------------------
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16
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17 Before 0.7.0 adding or extending web actions was done by overriding or adding
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18 methods on the Client class. Though this approach still works to provide
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19 backwards compatibility, it is recommended you upgrade to the new approach, as
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20 described in the `Defining new web actions`__ section of the customization
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21 documentation. You might also want to take a look at the `Using an external
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22 password validation source`__ example.
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23
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24 __ customizing.html#defining-new-web-actions
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25 __ customizing.html#using-an-external-password-validation-source
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26
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27 0.7.0 Getting the current user id
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28 ---------------------------------
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29
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30 Removed Database.curuserid attribute. Any code referencing this attribute
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31 should be replaced with a call to Database.getuid().
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33
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34 0.7.0 ZRoundup changes
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35 ----------------------
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36
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37 The templates in your tracker's html directory will need updating if you
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38 wish to use ZRoundup. If you've not modified those files (or some of them),
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39 you may just copy the new versions from the Roundup source in the
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40 templates/classic/html directory.
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41
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42 If you have modified the html files, then you'll need to manually edit them
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43 to change all occurances of special form variables from using the colon ":"
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44 special character to the at "@" special character. That is, variables such
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45 as::
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46
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47 :action :required :template :remove:messages ...
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48
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49 should become:
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50
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51 @action @required @template @remove@messages ...
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52
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53 Note that ``tal:`` statements are unaffected. So are TAL expression type
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54 prefixes such as ``python:`` and ``string:``. Please ask on the
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55 roundup-users mailing list for help if you're unsure.
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56
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57
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58 Migrating from 0.6.x to 0.6.3
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59 =============================
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60
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61 0.6.3 Configuration
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62 -------------------
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63
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64 You will need to copy the file::
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65
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66 templates/classic/detectors/__init__.py
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67
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68 to your tracker's ``detectors`` directory, replacing the one already there.
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69 This fixes a couple of bugs in that file.
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72
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73 Migrating from 0.5 to 0.6
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74 =========================
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75
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76
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77 0.6.0 Configuration
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78 -------------------
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79
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80 Introduced EMAIL_FROM_TAG config variable. This value is inserted into
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81 the From: line of nosy email. If the sending user is "Foo Bar", the
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82 From: line is usually::
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83
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84 "Foo Bar" <issue_tracker@tracker.example>
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85
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86 the EMAIL_FROM_TAG goes inside the "Foo Bar" quotes like so::
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87
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88 "Foo Bar EMAIL_FROM_TAG" <issue_tracker@tracker.example>
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89
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90 I've altered the mechanism in the detectors __init__.py module so that it
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91 doesn't cross-import detectors from other trackers (if you run more than one
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92 in a single roundup-server). This change means that you'll need to copy the
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93 __init__.py from roundup/templates/classic/detectors/__init__.py to your
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94 <tracker home>/detectors/__init__.py. Don't worry, the "classic" __init__ is a
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95 one-size-fits-all, so it'll work even if you've added/removed detectors.
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97 0.6.0 Templating changes
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98 ------------------------
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99
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100 The ``user.item`` template (in the tracker home "templates" directory)
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101 needs to have the following hidden variable added to its form (between the
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102 ``<form...>`` and ``</form>`` tags::
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103
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104 <input type="hidden" name=":template" value="item">
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105
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106
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107 0.6.0 Form handling changes
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108 ---------------------------
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109
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110 Roundup's form handling capabilities have been significantly expanded. This
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111 should not affect users of 0.5 installations - but if you find you're
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112 getting errors from form submissions, please ask for help on the Roundup
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113 users mailing list:
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114
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115 http://lists.sourceforge.net/lists/listinfo/roundup-users
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116
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117 See the customisation doc section on `Form Values`__ for documentation of the
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118 new form variables possible.
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119
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120 __ customizing.html#form-values
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121
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122
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123 0.6.0 Multilingual character set support
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124 ----------------------------------------
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125
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126 Added internationalization support. This is done via encoding all data
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127 stored in roundup database to utf-8 (unicode encoding). To support utf-8 in
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128 web interface you should add the folowing line to your tracker's html/page
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129 and html/_generic.help files inside <head> tag::
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130
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131 <meta http-equiv="Content-Type" content="text/html; charset=utf-8">
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132
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133 Since latin characters in utf-8 have the same codes as in ASCII table, this
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134 modification is optional for users who use only plain latin characters.
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135
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136 After this modification, you will be able to see and enter any world
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137 character via web interface. Data received via mail interface also converted
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138 to utf-8, however only new messages will be converted. If your roundup
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139 database contains some of non-ASCII characters in one of 8-bit encoding,
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140 they will not be visible in new unicode environment. Some of such data (e.g.
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141 user names, keywords, etc) can be edited by administrator, the others
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142 (e.g. messages' contents) is not editable via web interface. Currently there
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143 is no tool for converting such data, the only solution is to close
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144 appropriate old issues and create new ones with the same content.
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145
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146
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147 0.6.0 User timezone support
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148 ---------------------------
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149
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150 From version 0.6.0 roundup supports displaying of Date data in user' local
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151 timezone if he/she has provided timezone information. To make it possible
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152 some modification to tracker's schema and HTML templates are required.
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153 First you must add string property 'timezone' to user class in dbinit.py
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154 like this::
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155
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156 user = Class(db, "user",
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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 queries=Multilink('query'), roles=String(),
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162 timezone=String())
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163
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164 And second - html interface. Add following lines to
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165 $TRACKER_HOME/html/user.item template::
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166
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167 <tr>
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168 <th>Timezone</th>
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169 <td tal:content="structure context/timezone/field">timezone</td>
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170 </tr>
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171
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172 After that all users should be able to provide their timezone information.
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173 Timezone should be a positive or negative integer - offset from GMT.
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174
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175 After providing timezone, roundup will show all dates values, found in web
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176 and mail interfaces in local time. It will also accept any Date info in
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177 local time, convert and store it in GMT.
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178
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179
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180 0.6.0 Search page structure
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181 ---------------------------
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182
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183 In order to accomodate query editing the search page has been restructured. If
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184 you want to provide your users with query editing, you should update your
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185 search page using the macros detailed in the customisation doc section
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186 `Searching on categories`__.
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187
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188 __ customizing.html#searching-on-categories
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189
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190 Also, the url field in the query class no longer starts with a '?'. You'll need
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191 to remove this question mark from the url field to support queries. There's
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192 a script in the "tools" directory called ``migrate-queries.py`` that should
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193 automatically change any existing queries for you. As always, make a backup
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194 of your database before running such a script.
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195
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196
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197 0.6.0 Notes for metakit backend users
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198 -------------------------------------
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199
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200 Roundup 0.6.0 introduced searching on ranges of dates and intervals. To
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201 support it, some modifications to interval storing routine were made. So if
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202 your tracker uses metakit backend and your db schema contains intervals
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203 property, searches on that property will not be accurate for db items that
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204 was stored before roundup' upgrade. However all new records should be
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205 searchable on intervals.
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206
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207 It is possible to convert your database to new format: you can export and
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208 import back all your data (consult "Migrating backends" in "Maintenance"
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209 documentation). After this operation all your interval properties should
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210 become searchable.
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211
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212 Users of backends others than metakit should not worry about this issue.
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213
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214
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215 Migrating from 0.4.x to 0.5.0
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216 =============================
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217
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218 This has been a fairly major revision of Roundup:
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219
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220 1. Brand new, much more powerful, flexible, tasty and nutritious templating.
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221 Unfortunately, this means all your current templates are useless. Hopefully
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222 the new documentation and examples will be enough to help you make the
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223 transition. Please don't hesitate to ask on roundup-users for help (or
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224 complete conversions if you're completely stuck)!
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225 2. The database backed got a lot more flexible, allowing Metakit and SQL
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226 databases! The only decent SQL database implemented at present is sqlite,
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227 but others shouldn't be a whole lot more work.
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228 3. A brand new, highly flexible and much more robust security system including
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229 a system of Permissions, Roles and Role assignments to users. You may now
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230 define your own Permissions that may be checked in CGI transactions.
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231 4. Journalling has been made less storage-hungry, so has been turned on
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232 by default *except* for author, recipient and nosy link/unlink events. You
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233 are advised to turn it off in your trackers too.
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234 5. We've changed the terminology from "instance" to "tracker", to ease the
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235 learning curve/impact for new users.
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236 6. Because of the above changes, the tracker configuration has seen some
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237 major changes. See below for the details.
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238
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239 Please, **back up your database** before you start the migration process. This
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240 is as simple as copying the "db" directory and all its contents from your
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241 tracker to somewhere safe.
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242
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243
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244 0.5.0 Configuration
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245 -------------------
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246
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247 First up, rename your ``instance_config.py`` file to just ``config.py``.
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248
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249 Then edit your tracker's ``__init__.py`` module. It'll currently look
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250 like this::
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251
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252 from instance_config import *
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253 try:
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254 from dbinit import *
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255 except ImportError:
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256 pass # in installdir (probably :)
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257 from interfaces import *
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258
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259 and it needs to be::
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260
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261 import config
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262 from dbinit import open, init
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263 from interfaces import Client, MailGW
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264
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265 Due to the new templating having a top-level ``page`` that defines links for
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266 searching, indexes, adding items etc, the following variables are no longer
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267 used:
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268
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269 - HEADER_INDEX_LINKS
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270 - HEADER_ADD_LINKS
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271 - HEADER_SEARCH_LINKS
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272 - SEARCH_FILTERS
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273 - DEFAULT_INDEX
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274 - UNASSIGNED_INDEX
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275 - USER_INDEX
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276 - ISSUE_FILTER
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277
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278 The new security implementation will require additions to the dbinit module,
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279 but also removes the need for the following tracker config variables:
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280
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281 - ANONYMOUS_ACCESS
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282 - ANONYMOUS_REGISTER
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283
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284 but requires two new variables which define the Roles assigned to users who
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285 register through the web and e-mail interfaces:
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286
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287 - NEW_WEB_USER_ROLES
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288 - NEW_EMAIL_USER_ROLES
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289
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290 in both cases, 'User' is a good initial setting. To emulate
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291 ``ANONYMOUS_ACCESS='deny'``, remove all "View" Permissions from the
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292 "Anonymous" Role. To emulate ``ANONYMOUS_REGISTER='deny'``, remove the "Web
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293 Registration" and/or the "Email Registration" Permission from the "Anonymous"
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294 Role. See the section on customising security in the `customisation
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295 documentation`_ for more information.
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296
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297 Finally, the following config variables have been renamed to make more sense:
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298
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299 - INSTANCE_HOME -> TRACKER_HOME
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300 - INSTANCE_NAME -> TRACKER_NAME
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301 - ISSUE_TRACKER_WEB -> TRACKER_WEB
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302 - ISSUE_TRACKER_EMAIL -> TRACKER_EMAIL
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303
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304
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305 0.5.0 Schema Specification
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306 --------------------------
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307
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308 0.5.0 Database backend changes
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309 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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310
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311 Your select_db module in your tracker has changed a fair bit. Where it used
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312 to contain::
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313
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314 # WARNING: DO NOT EDIT THIS FILE!!!
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315 from roundup.backends.back_anydbm import Database
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316
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317 it must now contain::
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318
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319 # WARNING: DO NOT EDIT THIS FILE!!!
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320 from roundup.backends.back_anydbm import Database, Class, FileClass, IssueClass
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321
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322 Yes, I realise the irony of the "DO NOT EDIT THIS FILE" statement :)
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323 Note the addition of the Class, FileClass, IssueClass imports. These are very
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324 important, as they're going to make the next change work too. You now need to
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325 modify the top of the dbinit module in your tracker from::
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326
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327 import instance_config
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328 from roundup import roundupdb
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329 from select_db import Database
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330
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331 from roundup.roundupdb import Class, FileClass
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332
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333 class Database(roundupdb.Database, select_db.Database):
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334 ''' Creates a hybrid database from:
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335 . the selected database back-end from select_db
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336 . the roundup extensions from roundupdb
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337 '''
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338 pass
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339
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340 class IssueClass(roundupdb.IssueClass):
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341 ''' issues need the email information
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342 '''
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343 pass
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344
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345 to::
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346
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347 import config
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348 from select_db import Database, Class, FileClass, IssueClass
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349
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350 Yes, remove the Database and IssueClass definitions and those other imports.
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351 They're not needed any more!
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352
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353 Look for places in dbinit.py where ``instance_config`` is used too, and
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354 rename them ``config``.
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355
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356
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357 0.5.0 Journalling changes
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358 ~~~~~~~~~~~~~~~~~~~~~~~~~
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359
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360 Journalling has been optimised for storage. Journalling of links has been
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361 turned back on by default. If your tracker has a large user base, you may wish
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362 to turn off journalling of nosy list, message author and message recipient
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363 link and unlink events. You do this by adding ``do_journal='no'`` to the Class
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364 initialisation in your dbinit. For example, your *msg* class initialisation
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365 probably looks like this::
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366
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367 msg = FileClass(db, "msg",
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368 author=Link("user"), recipients=Multilink("user"),
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369 date=Date(), summary=String(),
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370 files=Multilink("file"),
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371 messageid=String(), inreplyto=String())
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372
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373 to turn off journalling of author and recipient link events, add
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374 ``do_journal='no'`` to the ``author=Link("user")`` part of the statement,
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375 like so::
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376
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377 msg = FileClass(db, "msg",
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378 author=Link("user", do_journal='no'),
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379 recipients=Multilink("user", do_journal='no'),
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380 date=Date(), summary=String(),
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381 files=Multilink("file"),
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382 messageid=String(), inreplyto=String())
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383
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384 Nosy list link event journalling is actually turned off by default now. If you
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385 want to turn it on, change to your issue class' nosy list, change its
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386 definition from::
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387
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388 issue = IssueClass(db, "issue",
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389 assignedto=Link("user"), topic=Multilink("keyword"),
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390 priority=Link("priority"), status=Link("status"))
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391
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392 to::
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393
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394 issue = IssueClass(db, "issue", nosy=Multilink("user", do_journal='yes'),
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395 assignedto=Link("user"), topic=Multilink("keyword"),
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396 priority=Link("priority"), status=Link("status"))
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397
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398 noting that your definition of the nosy Multilink will override the normal one.
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399
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400
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401 0.5.0 User schema changes
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402 ~~~~~~~~~~~~~~~~~~~~~~~~~
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403
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404 Users have two more properties, "queries" and "roles". You'll have something
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405 like this in your dbinit module now::
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406
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407 user = Class(db, "user",
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408 username=String(), password=Password(),
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409 address=String(), realname=String(),
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410 phone=String(), organisation=String(),
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411 alternate_addresses=String())
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412 user.setkey("username")
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413
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414 and you'll need to add the new properties and the new "query" class to it
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415 like so::
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416
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417 query = Class(db, "query",
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418 klass=String(), name=String(),
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419 url=String())
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420 query.setkey("name")
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421
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422 # Note: roles is a comma-separated string of Role names
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423 user = Class(db, "user",
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424 username=String(), password=Password(),
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425 address=String(), realname=String(),
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426 phone=String(), organisation=String(),
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427 alternate_addresses=String(),
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428 queries=Multilink('query'), roles=String())
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429 user.setkey("username")
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430
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431 The "queries" property is used to store off the user's favourite database
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432 queries. The "roles" property is explained below in `0.5.0 Security
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433 Settings`_.
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434
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435
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436 0.5.0 Security Settings
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437 ~~~~~~~~~~~~~~~~~~~~~~~
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438
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439 See the `security documentation`_ for an explanation of how the new security
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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440 system works. In a nutshell though, the security is handled as a four step
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441 process:
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442
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443 1. Permissions are defined as having a name and optionally a hyperdb class
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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444 they're specific to,
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445 2. Roles are defined that have one or more Permissions,
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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446 3. Users are assigned Roles in their "roles" property, and finally
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447 4. Roundup checks that users have appropriate Permissions at appropriate times
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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448 (like editing issues).
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449
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43ab730ee194 instance -> tracker, node -> item
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450 Your tracker dbinit module's *open* function now has to define any
43ab730ee194 instance -> tracker, node -> item
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451 Permissions that are specific to your tracker, and also the assignment
1008
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452 of Permissions to Roles. At the moment, your open function
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453 ends with::
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454
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455 import detectors
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456 detectors.init(db)
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457
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458 return db
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459
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diff changeset
460 and what we need to do is insert some commands that will set up the security
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461 parameters. Right above the ``import detectors`` line, you'll want to insert
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462 these lines::
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463
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464 #
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465 # SECURITY SETTINGS
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466 #
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467 # new permissions for this schema
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468 for cl in 'issue', 'file', 'msg', 'user':
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469 db.security.addPermission(name="Edit", klass=cl,
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470 description="User is allowed to edit "+cl)
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471 db.security.addPermission(name="View", klass=cl,
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472 description="User is allowed to access "+cl)
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473
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474 # Assign the access and edit permissions for issue, file and message
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475 # to regular users now
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476 for cl in 'issue', 'file', 'msg':
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477 p = db.security.getPermission('View', cl)
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478 db.security.addPermissionToRole('User', p)
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479 p = db.security.getPermission('Edit', cl)
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480 db.security.addPermissionToRole('User', p)
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481 # and give the regular users access to the web and email interface
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482 p = db.security.getPermission('Web Access')
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483 db.security.addPermissionToRole('User', p)
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484 p = db.security.getPermission('Email Access')
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485 db.security.addPermissionToRole('User', p)
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486
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487 # May users view other user information? Comment these lines out
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488 # if you don't want them to
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489 p = db.security.getPermission('View', 'user')
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490 db.security.addPermissionToRole('User', p)
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491
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492 # Assign the appropriate permissions to the anonymous user's Anonymous
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493 # Role. Choices here are:
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494 # - Allow anonymous users to register through the web
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495 p = db.security.getPermission('Web Registration')
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496 db.security.addPermissionToRole('Anonymous', p)
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497 # - Allow anonymous (new) users to register through the email gateway
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498 p = db.security.getPermission('Email Registration')
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499 db.security.addPermissionToRole('Anonymous', p)
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500 # - Allow anonymous users access to the "issue" class of data
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501 # Note: this also grants access to related information like files,
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502 # messages, statuses etc that are linked to issues
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503 #p = db.security.getPermission('View', 'issue')
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504 #db.security.addPermissionToRole('Anonymous', p)
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505 # - Allow anonymous users access to edit the "issue" class of data
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506 # Note: this also grants access to create related information like
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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507 # files and messages etc that are linked to issues
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508 #p = db.security.getPermission('Edit', 'issue')
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509 #db.security.addPermissionToRole('Anonymous', p)
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510
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511 # oh, g'wan, let anonymous access the web interface too
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512 p = db.security.getPermission('Web Access')
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513 db.security.addPermissionToRole('Anonymous', p)
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514
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515 Note in the comments there the places where you might change the permissions
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516 to restrict users or grant users more access. If you've created additional
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517 classes that users should be able to edit and view, then you should add them
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518 to the "new permissions for this schema" section at the start of the security
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519 block. Then add them to the "Assign the access and edit permissions" section
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520 too, so people actually have the new Permission you've created.
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521
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522 One final change is needed that finishes off the security system's
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523 initialisation. We need to add a call to ``db.post_init()`` at the end of the
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524 dbinit open() function. Add it like this::
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525
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526 import detectors
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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527 detectors.init(db)
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528
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529 # schema is set up - run any post-initialisation
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530 db.post_init()
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531 return db
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532
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533 You may verify the setup of Permissions and Roles using the new
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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534 "``roundup-admin security``" command.
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535
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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536
1009
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537 0.5.0 User changes
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538 ~~~~~~~~~~~~~~~~~~
fc55426544b5 more upgrading docco and a tool to fix roles
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539
fc55426544b5 more upgrading docco and a tool to fix roles
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diff changeset
540 To support all those schema changes, you'll need to massage your user database
fc55426544b5 more upgrading docco and a tool to fix roles
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diff changeset
541 a little too, to:
fc55426544b5 more upgrading docco and a tool to fix roles
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542
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543 1. make sure there's an "anonymous" user - this user is mandatory now and is
fc55426544b5 more upgrading docco and a tool to fix roles
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544 the one that unknown users are logged in as.
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545 2. make sure all users have at least one Role.
fc55426544b5 more upgrading docco and a tool to fix roles
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546
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547 If you don't have the "anonymous" user, create it now with the command::
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548
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549 roundup-admin create user username=anonymous roles=Anonymous
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550
fc55426544b5 more upgrading docco and a tool to fix roles
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diff changeset
551 making sure the capitalisation is the same as above. Once you've done that,
fc55426544b5 more upgrading docco and a tool to fix roles
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diff changeset
552 you'll need to set the roles property on all users to a reasonable default.
fc55426544b5 more upgrading docco and a tool to fix roles
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553 The admin user should get "Admin", the anonymous user "Anonymous"
fc55426544b5 more upgrading docco and a tool to fix roles
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554 and all other users "User". The ``fixroles.py`` script in the tools directory
fc55426544b5 more upgrading docco and a tool to fix roles
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555 will do this. Run it like so (where python is your python 2+ binary)::
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556
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557 python tools/fixroles.py -i <tracker home> fixroles
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558
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559
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diff changeset
560
1008
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561 0.5.0 CGI interface changes
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diff changeset
562 ---------------------------
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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563
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
564 The CGI interface code was completely reorganised and largely rewritten. The
1089
43ab730ee194 instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
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diff changeset
565 end result is that this section of your tracker interfaces module will need
1008
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
566 changing from::
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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567
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bd71c43f0911 fixed upgrading doc to have CGI changes in the correct order
Richard Jones <richard@users.sourceforge.net>
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diff changeset
568 from roundup import cgi_client, mailgw
bd71c43f0911 fixed upgrading doc to have CGI changes in the correct order
Richard Jones <richard@users.sourceforge.net>
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diff changeset
569 from roundup.i18n import _
1008
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570
1308
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571 class Client(cgi_client.Client):
1008
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572 ''' derives basic CGI implementation from the standard module,
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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diff changeset
573 with any specific extensions
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diff changeset
574 '''
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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diff changeset
575 pass
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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diff changeset
576
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
577 to::
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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diff changeset
578
1308
bd71c43f0911 fixed upgrading doc to have CGI changes in the correct order
Richard Jones <richard@users.sourceforge.net>
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diff changeset
579 from roundup import mailgw
bd71c43f0911 fixed upgrading doc to have CGI changes in the correct order
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diff changeset
580 from roundup.cgi import client
1008
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
581
1308
bd71c43f0911 fixed upgrading doc to have CGI changes in the correct order
Richard Jones <richard@users.sourceforge.net>
parents: 1271
diff changeset
582 class Client(client.Client):
1008
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
583 ''' derives basic CGI implementation from the standard module,
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
584 with any specific extensions
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
585 '''
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
586 pass
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
587
1034
6afef8529d6c mention cgi script update
Richard Jones <richard@users.sourceforge.net>
parents: 1009
diff changeset
588 You will also need to install the new version of roundup.cgi from the source
6afef8529d6c mention cgi script update
Richard Jones <richard@users.sourceforge.net>
parents: 1009
diff changeset
589 cgi-bin directory if you're using it.
6afef8529d6c mention cgi script update
Richard Jones <richard@users.sourceforge.net>
parents: 1009
diff changeset
590
6afef8529d6c mention cgi script update
Richard Jones <richard@users.sourceforge.net>
parents: 1009
diff changeset
591
1008
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
592 0.5.0 HTML templating
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
593 ---------------------
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
594
1089
43ab730ee194 instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents: 1051
diff changeset
595 You'll want to make a backup of your current tracker html directory. You
1091
d870139aeb5c more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1089
diff changeset
596 should then copy the html directory from the Roundup source "classic" template
d870139aeb5c more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1089
diff changeset
597 and modify it according to your local schema changes.
1008
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
598
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
599 If you need help with the new templating system, please ask questions on the
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
600 roundup-users mailing list (available through the roundup project page on
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
601 sourceforge, http://roundup.sf.net/)
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
602
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
603
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
604 0.5.0 Detectors
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
605 ---------------
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
606
1089
43ab730ee194 instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents: 1051
diff changeset
607 The nosy reactor has been updated to handle the tracker not having an
43ab730ee194 instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents: 1051
diff changeset
608 "assignedto" property on issues. You may want to copy it into your tracker's
1008
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
609 detectors directory. Chances are you've already fixed it though :)
825
0779ea9f1f18 More indexer work:
Richard Jones <richard@users.sourceforge.net>
parents: 798
diff changeset
610
0779ea9f1f18 More indexer work:
Richard Jones <richard@users.sourceforge.net>
parents: 798
diff changeset
611
782
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:
diff changeset
612 Migrating from 0.4.1 to 0.4.2
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:
diff changeset
613 =============================
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:
diff changeset
614
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:
diff changeset
615 0.4.2 Configuration
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:
diff changeset
616 -------------------
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:
diff changeset
617 The USER_INDEX definition introduced in 0.4.1 was too restrictive in its
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:
diff changeset
618 allowing replacement of 'assignedto' with the user's userid. Users must change
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:
diff changeset
619 the None value of 'assignedto' to 'CURRENT USER' (the string, in quotes) for
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:
diff changeset
620 the replacement behaviour to occur now.
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:
diff changeset
621
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:
diff changeset
622 The new configuration variables are:
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:
diff changeset
623
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:
diff changeset
624 - EMAIL_KEEP_QUOTED_TEXT
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:
diff changeset
625 - EMAIL_LEAVE_BODY_UNCHANGED
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:
diff changeset
626 - ADD_RECIPIENTS_TO_NOSY
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:
diff changeset
627
798
faf164ab8ed9 Docco changes.
Richard Jones <richard@users.sourceforge.net>
parents: 782
diff changeset
628 See the sample configuration files in::
782
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:
diff changeset
629
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:
diff changeset
630 <roundup source>/roundup/templates/classic/instance_config.py
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:
diff changeset
631
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:
diff changeset
632 and::
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:
diff changeset
633
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:
diff changeset
634 <roundup source>/roundup/templates/extended/instance_config.py
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:
diff changeset
635
1008
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
636 and the `customisation documentation`_ for information on how they're used.
782
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:
diff changeset
637
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:
diff changeset
638
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:
diff changeset
639 0.4.2 Changes to detectors
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:
diff changeset
640 --------------------------
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:
diff changeset
641 You will need to copy the detectors from the distribution into your instance
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:
diff changeset
642 home "detectors" directory. If you used the classic schema, the detectors
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:
diff changeset
643 are in::
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:
diff changeset
644
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:
diff changeset
645 <roundup source>/roundup/templates/classic/detectors/
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:
diff changeset
646
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:
diff changeset
647 If you used the extended schema, the detectors are in::
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:
diff changeset
648
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:
diff changeset
649 <roundup source>/roundup/templates/extended/detectors/
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:
diff changeset
650
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:
diff changeset
651 The change means that schema-specific code has been removed from the
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:
diff changeset
652 mail gateway and cgi interface and made into auditors:
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:
diff changeset
653
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:
diff changeset
654 - nosyreactor.py has now got an updatenosy auditor which updates the nosy
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:
diff changeset
655 list with author, recipient and assignedto information.
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:
diff changeset
656 - statusauditor.py makes the unread or resolved -> chatting changes and
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:
diff changeset
657 presets the status of an issue to unread.
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:
diff changeset
658
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:
diff changeset
659 There's also a bug or two fixed in the nosyreactor code.
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:
diff changeset
660
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:
diff changeset
661 0.4.2 HTML templating changes
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:
diff changeset
662 -----------------------------
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:
diff changeset
663 The link() htmltemplate function now has a "showid" option for links and
1089
43ab730ee194 instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents: 1051
diff changeset
664 multilinks. When true, it only displays the linked item id as the anchor
782
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:
diff changeset
665 text. The link value is displayed as a tooltip using the title anchor
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:
diff changeset
666 attribute. To use in eg. the superseder field, have something like this::
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:
diff changeset
667
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:
diff changeset
668 <td>
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:
diff changeset
669 <display call="field('superseder', showid=1)">
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:
diff changeset
670 <display call="classhelp('issue', 'id,title', label='list', width=500)">
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:
diff changeset
671 <property name="superseder">
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:
diff changeset
672 <br>View: <display call="link('superseder', showid=1)">
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:
diff changeset
673 </property>
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:
diff changeset
674 </td>
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:
diff changeset
675
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:
diff changeset
676 The stylesheets have been cleaned up too. You may want to use the newer
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:
diff changeset
677 versions in::
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:
diff changeset
678
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:
diff changeset
679 <roundup source>/roundup/templates/<template>/html/default.css
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:
diff changeset
680
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:
diff changeset
681
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:
diff changeset
682
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:
diff changeset
683 Migrating from 0.4.0 to 0.4.1
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:
diff changeset
684 =============================
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:
diff changeset
685
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:
diff changeset
686 0.4.1 Files storage
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:
diff changeset
687 -------------------
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:
diff changeset
688
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:
diff changeset
689 Messages and files from newly created issues will be put into subdierectories
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:
diff changeset
690 in thousands e.g. msg123 will be put into files/msg/0/msg123, file2003
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:
diff changeset
691 will go into files/file/2/file2003. Previous messages are still found, but
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:
diff changeset
692 could be put into this structure.
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:
diff changeset
693
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:
diff changeset
694 0.4.1 Configuration
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:
diff changeset
695 -------------------
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:
diff changeset
696
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:
diff changeset
697 To allow more fine-grained access control, the variable used to check
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:
diff changeset
698 permission to auto-register users in the mail gateway is now called
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:
diff changeset
699 ANONYMOUS_REGISTER_MAIL rather than overloading ANONYMOUS_REGISTER. If the
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:
diff changeset
700 variable doesn't exist, then ANONYMOUS_REGISTER is tested as before.
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:
diff changeset
701
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:
diff changeset
702 Configuring the links in the web header is now easier too. The following
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:
diff changeset
703 variables have been added to the classic instance_config.py::
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:
diff changeset
704
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:
diff changeset
705 HEADER_INDEX_LINKS - defines the "index" links to be made available
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:
diff changeset
706 HEADER_ADD_LINKS - defines the "add" links
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:
diff changeset
707 DEFAULT_INDEX - specifies the index view for DEFAULT
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:
diff changeset
708 UNASSIGNED_INDEX - specifies the index view for UNASSIGNED
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:
diff changeset
709 USER_INDEX - specifies the index view for USER
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:
diff changeset
710
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:
diff changeset
711 See the <roundup source>/roundup/templates/classic/instance_config.py for more
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:
diff changeset
712 information - including how the variables are to be set up. Most users will
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:
diff changeset
713 just be able to copy the variables from the source to their instance home. If
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:
diff changeset
714 you've modified the header by changing the source of the interfaces.py file in
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:
diff changeset
715 the instance home, you'll need to remove that customisation and move it into
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:
diff changeset
716 the appropriate variables in instance_config.py.
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:
diff changeset
717
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:
diff changeset
718 The extended schema has similar variables added too - see the source for more
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:
diff changeset
719 info.
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:
diff changeset
720
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:
diff changeset
721 0.4.1 Alternate E-Mail Addresses
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:
diff changeset
722 --------------------------------
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:
diff changeset
723
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:
diff changeset
724 If you add the property "alternate_addresses" to your user class, your users
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:
diff changeset
725 will be able to register alternate email addresses that they may use to
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:
diff changeset
726 communicate with roundup as. All email from roundup will continue to be sent
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:
diff changeset
727 to their primary address.
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:
diff changeset
728
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:
diff changeset
729 If you have not edited the dbinit.py file in your instance home directory,
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:
diff changeset
730 you may simply copy the new dbinit.py file from the core code. If you used
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:
diff changeset
731 the classic schema, the interfaces file is in::
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:
diff changeset
732
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:
diff changeset
733 <roundup source>/roundup/templates/classic/dbinit.py
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:
diff changeset
734
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:
diff changeset
735 If you used the extended schema, the file is in::
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:
diff changeset
736
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:
diff changeset
737 <roundup source>/roundup/templates/extended/dbinit.py
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:
diff changeset
738
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:
diff changeset
739 If you have modified your dbinit.py file, you need to edit the dbinit.py
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:
diff changeset
740 file in your instance home directory. Find the lines which define the user
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:
diff changeset
741 class::
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:
diff changeset
742
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:
diff changeset
743 user = Class(db, "msg",
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:
diff changeset
744 username=String(), password=Password(),
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:
diff changeset
745 address=String(), realname=String(),
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:
diff changeset
746 phone=String(), organisation=String(),
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:
diff changeset
747 alternate_addresses=String())
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:
diff changeset
748
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:
diff changeset
749 You will also want to add the property to the user's details page. The
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:
diff changeset
750 template for this is the "user.item" file in your instance home "html"
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:
diff changeset
751 directory. Similar to above, you may copy the file from the roundup source if
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:
diff changeset
752 you haven't modified it. Otherwise, add the following to the template::
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:
diff changeset
753
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:
diff changeset
754 <display call="multiline('alternate_addresses')">
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:
diff changeset
755
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:
diff changeset
756 with appropriate labelling etc. See the standard template for an idea.
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:
diff changeset
757
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:
diff changeset
758
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:
diff changeset
759
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:
diff changeset
760 Migrating from 0.3.x to 0.4.0
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:
diff changeset
761 =============================
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:
diff changeset
762
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:
diff changeset
763 0.4.0 Message-ID and In-Reply-To addition
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:
diff changeset
764 -----------------------------------------
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:
diff changeset
765 0.4.0 adds the tracking of messages by message-id and allows threading
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:
diff changeset
766 using in-reply-to. Most e-mail clients support threading using this
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:
diff changeset
767 feature, and we hope to add support for it to the web gateway. If you
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:
diff changeset
768 have not edited the dbinit.py file in your instance home directory, you may
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:
diff changeset
769 simply copy the new dbinit.py file from the core code. If you used the
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:
diff changeset
770 classic schema, the interfaces file is in::
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:
diff changeset
771
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:
diff changeset
772 <roundup source>/roundup/templates/classic/dbinit.py
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:
diff changeset
773
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:
diff changeset
774 If you used the extended schema, the file is in::
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:
diff changeset
775
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:
diff changeset
776 <roundup source>/roundup/templates/extended/dbinit.py
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:
diff changeset
777
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:
diff changeset
778 If you have modified your dbinit.py file, you need to edit the dbinit.py
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:
diff changeset
779 file in your instance home directory. Find the lines which define the msg
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:
diff changeset
780 class::
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:
diff changeset
781
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:
diff changeset
782 msg = FileClass(db, "msg",
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:
diff changeset
783 author=Link("user"), recipients=Multilink("user"),
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:
diff changeset
784 date=Date(), summary=String(),
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:
diff changeset
785 files=Multilink("file"))
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:
diff changeset
786
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:
diff changeset
787 and add the messageid and inreplyto properties like so::
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:
diff changeset
788
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:
diff changeset
789 msg = FileClass(db, "msg",
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:
diff changeset
790 author=Link("user"), recipients=Multilink("user"),
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:
diff changeset
791 date=Date(), summary=String(),
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:
diff changeset
792 files=Multilink("file"),
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:
diff changeset
793 messageid=String(), inreplyto=String())
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:
diff changeset
794
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:
diff changeset
795 Also, configuration is being cleaned up. This means that your dbinit.py will
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:
diff changeset
796 also need to be changed in the open function. If you haven't changed your
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:
diff changeset
797 dbinit.py, the above copy will be enough. If you have, you'll need to change
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:
diff changeset
798 the line (round line 50)::
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:
diff changeset
799
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:
diff changeset
800 db = Database(instance_config.DATABASE, name)
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:
diff changeset
801
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:
diff changeset
802 to::
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:
diff changeset
803
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:
diff changeset
804 db = Database(instance_config, name)
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:
diff changeset
805
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:
diff changeset
806
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:
diff changeset
807 0.4.0 Configuration
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:
diff changeset
808 --------------------
1096
fa7df238e2d4 More cleaning up of configuration, and the "instance" -> "tracker" renaming.
Richard Jones <richard@users.sourceforge.net>
parents: 1091
diff changeset
809 ``TRACKER_NAME`` and ``EMAIL_SIGNATURE_POSITION`` have been added to the
782
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:
diff changeset
810 instance_config.py. The simplest solution is to copy the default values
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:
diff changeset
811 from template in the core source.
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:
diff changeset
812
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:
diff changeset
813 The mail gateway now checks ``ANONYMOUS_REGISTER`` to see if unknown users
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:
diff changeset
814 are to be automatically registered with the tracker. If it is set to "deny"
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:
diff changeset
815 then unknown users will not have access. If it is set to "allow" they will be
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:
diff changeset
816 automatically registered with the tracker.
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:
diff changeset
817
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:
diff changeset
818
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:
diff changeset
819 0.4.0 CGI script roundup.cgi
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:
diff changeset
820 ----------------------------
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:
diff changeset
821 The CGI script has been updated with some features and a bugfix, so you should
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:
diff changeset
822 copy it from the roundup cgi-bin source directory again. Make sure you update
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:
diff changeset
823 the ROUNDUP_INSTANCE_HOMES after the copy.
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:
diff changeset
824
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:
diff changeset
825
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:
diff changeset
826 0.4.0 Nosy reactor
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:
diff changeset
827 ------------------
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:
diff changeset
828 The nosy reactor has also changed - copy the nosyreactor.py file from the core
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:
diff changeset
829 source::
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:
diff changeset
830
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:
diff changeset
831 <roundup source>/roundup/templates/<template>/detectors/nosyreactor.py
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:
diff changeset
832
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:
diff changeset
833 to your instance home "detectors" directory.
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:
diff changeset
834
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:
diff changeset
835
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:
diff changeset
836 0.4.0 HTML templating
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:
diff changeset
837 ---------------------
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:
diff changeset
838 The field() function was incorrectly implemented - links and multilinks now
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:
diff changeset
839 display as text fields when rendered using field(). To display a menu (drop-
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:
diff changeset
840 down or select box) you need to use the menu() function.
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:
diff changeset
841
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:
diff changeset
842
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:
diff changeset
843
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:
diff changeset
844 Migrating from 0.2.x to 0.3.x
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:
diff changeset
845 =============================
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:
diff changeset
846
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:
diff changeset
847 0.3.x Cookie Authentication changes
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:
diff changeset
848 -----------------------------------
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:
diff changeset
849 0.3.0 introduces cookie authentication - you will need to copy the
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:
diff changeset
850 interfaces.py file from the roundup source to your instance home to enable
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:
diff changeset
851 authentication. If you used the classic schema, the interfaces file is in::
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:
diff changeset
852
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:
diff changeset
853 <roundup source>/roundup/templates/classic/interfaces.py
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:
diff changeset
854
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:
diff changeset
855 If you used the extended schema, the file is in::
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:
diff changeset
856
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:
diff changeset
857 <roundup source>/roundup/templates/extended/interfaces.py
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:
diff changeset
858
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:
diff changeset
859 If you have modified your interfaces.Client class, you will need to take
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:
diff changeset
860 note of the login/logout functionality provided in roundup.cgi_client.Client
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:
diff changeset
861 (classic schema) or roundup.cgi_client.ExtendedClient (extended schema) and
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:
diff changeset
862 modify your instance code apropriately.
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:
diff changeset
863
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:
diff changeset
864
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:
diff changeset
865 0.3.x Password encoding
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:
diff changeset
866 -----------------------
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:
diff changeset
867 This release also introduces encoding of passwords in the database. If you
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:
diff changeset
868 have not edited the dbinit.py file in your instance home directory, you may
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:
diff changeset
869 simply copy the new dbinit.py file from the core code. If you used the
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:
diff changeset
870 classic schema, the interfaces file is in::
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:
diff changeset
871
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:
diff changeset
872 <roundup source>/roundup/templates/classic/dbinit.py
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:
diff changeset
873
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:
diff changeset
874 If you used the extended schema, the file is in::
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:
diff changeset
875
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:
diff changeset
876 <roundup source>/roundup/templates/extended/dbinit.py
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:
diff changeset
877
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:
diff changeset
878
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:
diff changeset
879 If you have modified your dbinit.py file, you may use encoded passwords:
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:
diff changeset
880
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:
diff changeset
881 1. Edit the dbinit.py file in your instance home directory
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:
diff changeset
882 a. At the first code line of the open() function::
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:
diff changeset
883
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:
diff changeset
884 from roundup.hyperdb import String, Date, Link, Multilink
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:
diff changeset
885
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:
diff changeset
886 alter to include Password, as so::
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:
diff changeset
887
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:
diff changeset
888 from roundup.hyperdb import String, Password, Date, Link, Multilink
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:
diff changeset
889
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:
diff changeset
890 b. Where the password property is defined (around line 66)::
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:
diff changeset
891
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:
diff changeset
892 user = Class(db, "user",
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:
diff changeset
893 username=String(), password=String(),
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:
diff changeset
894 address=String(), realname=String(),
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:
diff changeset
895 phone=String(), organisation=String())
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:
diff changeset
896 user.setkey("username")
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:
diff changeset
897
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:
diff changeset
898 alter the "password=String()" to "password=Password()"::
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:
diff changeset
899
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:
diff changeset
900 user = Class(db, "user",
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:
diff changeset
901 username=String(), password=Password(),
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:
diff changeset
902 address=String(), realname=String(),
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:
diff changeset
903 phone=String(), organisation=String())
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:
diff changeset
904 user.setkey("username")
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:
diff changeset
905
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:
diff changeset
906 2. Any existing passwords in the database will remain cleartext until they
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:
diff changeset
907 are edited. It is recommended that at a minimum the admin password be
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:
diff changeset
908 changed immediately::
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:
diff changeset
909
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:
diff changeset
910 roundup-admin -i <instance home> set user1 password=<new password>
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:
diff changeset
911
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:
diff changeset
912
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:
diff changeset
913 0.3.x Configuration
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:
diff changeset
914 -------------------
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:
diff changeset
915 FILTER_POSITION, ANONYMOUS_ACCESS, ANONYMOUS_REGISTER have been added to
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:
diff changeset
916 the instance_config.py. Simplest solution is to copy the default values from
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:
diff changeset
917 template in the core source.
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:
diff changeset
918
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:
diff changeset
919 MESSAGES_TO_AUTHOR has been added to the IssueClass in dbinit.py. Set to 'yes'
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:
diff changeset
920 to send nosy messages to the author. Default behaviour is to not send nosy
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:
diff changeset
921 messages to the author. You will need to add MESSAGES_TO_AUTHOR to your
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:
diff changeset
922 dbinit.py in your instance home.
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:
diff changeset
923
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:
diff changeset
924
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:
diff changeset
925 0.3.x CGI script roundup.cgi
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:
diff changeset
926 ----------------------------
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:
diff changeset
927 There have been some structural changes to the roundup.cgi script - you will
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:
diff changeset
928 need to install it again from the cgi-bin directory of the source
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:
diff changeset
929 distribution. Make sure you update the ROUNDUP_INSTANCE_HOMES after the
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:
diff changeset
930 copy.
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:
diff changeset
931
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:
diff changeset
932
1008
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
933 .. _`customisation documentation`: customizing.html
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
934 .. _`security documentation`: security.html
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents: 1911
diff changeset
935 .. _`administration guide`: admin.html
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