Mercurial > p > roundup > code

annotate doc/admin_guide.txt @ 3963:3230f9c88086

Find changesets by keywords (author, files, the commit message), revision number or hash, or revset expression.
Fix race condition for key properties in rdbms backends [SF#1876683]
author Richard Jones <richard@users.sourceforge.net>
date Thu, 07 Feb 2008 03:28:34 +0000
parents f764931f2c67
children b80224c1f4e3
Ignore whitespace changes - Everywhere: Within whitespace: At end of lines:
rev   line source
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1 ====================
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
2 Administration Guide
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
3 ====================
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
4
3963
3230f9c88086 Fix race condition for key properties in rdbms backends [SF#1876683]
Richard Jones <richard@users.sourceforge.net>
parents: 3959
diff changeset
5 :Version: $Revision: 1.27 $
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
6
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
7 .. contents::
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
8
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
9 What does Roundup install?
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
10 ==========================
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
11
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
12 There's two "installations" that we talk about when using Roundup:
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
13
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
14 1. The installation of the software and its support files. This uses the
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
15 standard Python mechanism called "distutils" and thus Roundup's core code,
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
16 executable scripts and support data files are installed in Python's
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
17 directories. On Windows, this is typically:
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
18
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
19 Scripts
2068
65b5297b488f *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2005
diff changeset
20 ``<python dir>\scripts\...``
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
21 Core code
2068
65b5297b488f *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2005
diff changeset
22 ``<python dir>\lib\site-packages\roundup\...``
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
23 Support files
2068
65b5297b488f *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2005
diff changeset
24 ``<python dir>\share\roundup\...``
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
25
2005
fc52d57c6c3e documentation cleanup
Richard Jones <richard@users.sourceforge.net>
parents: 2003
diff changeset
26 and on Unix-like systems (eg. Linux):
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
27
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
28 Scripts
2068
65b5297b488f *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2005
diff changeset
29 ``<python root>/bin/...``
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
30 Core code
2068
65b5297b488f *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2005
diff changeset
31 ``<python root>/lib-<python version>/site-packages/roundup/...``
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
32 Support files
2068
65b5297b488f *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2005
diff changeset
33 ``<python root>/share/roundup/...``
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
34
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
35 2. The installation of a specific tracker. When invoking the roundup-admin
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
36 "inst" (and "init") commands, you're creating a new Roundup tracker. This
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
37 installs configuration files, HTML templates, detector code and a new
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
38 database. You have complete control over where this stuff goes through
2921
ad4fb8a14a97 more doc updates, not so many TODOs any more
Richard Jones <richard@users.sourceforge.net>
parents: 2632
diff changeset
39 both choosing your "tracker home" and the ``main`` -> ``database`` variable
3780
158e31bbf86a recent patch had lines longer than 80 chars - rewrap; trim trailing spaces
Alexander Smishlajev <a1s@users.sourceforge.net>
parents: 3779
diff changeset
40 in the tracker's config.ini.
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
41
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
42
2572
d15b71b8a85a more logging goodness
Richard Jones <richard@users.sourceforge.net>
parents: 2479
diff changeset
43 Configuring Roundup's Logging of Messages For Sysadmins
d15b71b8a85a more logging goodness
Richard Jones <richard@users.sourceforge.net>
parents: 2479
diff changeset
44 =======================================================
d15b71b8a85a more logging goodness
Richard Jones <richard@users.sourceforge.net>
parents: 2479
diff changeset
45
2921
ad4fb8a14a97 more doc updates, not so many TODOs any more
Richard Jones <richard@users.sourceforge.net>
parents: 2632
diff changeset
46 You may configure where Roundup logs messages in your tracker's config.ini
ad4fb8a14a97 more doc updates, not so many TODOs any more
Richard Jones <richard@users.sourceforge.net>
parents: 2632
diff changeset
47 file. Roundup will use the standard Python (2.3+) logging implementation
ad4fb8a14a97 more doc updates, not so many TODOs any more
Richard Jones <richard@users.sourceforge.net>
parents: 2632
diff changeset
48 when available. If not, then a very basic logging implementation will be used
2572
d15b71b8a85a more logging goodness
Richard Jones <richard@users.sourceforge.net>
parents: 2479
diff changeset
49 (see BasicLogging in the roundup.rlog module for details).
d15b71b8a85a more logging goodness
Richard Jones <richard@users.sourceforge.net>
parents: 2479
diff changeset
50
2921
ad4fb8a14a97 more doc updates, not so many TODOs any more
Richard Jones <richard@users.sourceforge.net>
parents: 2632
diff changeset
51 Configuration for standard "logging" module:
2572
d15b71b8a85a more logging goodness
Richard Jones <richard@users.sourceforge.net>
parents: 2479
diff changeset
52 - tracker configuration file specifies the location of a logging
2921
ad4fb8a14a97 more doc updates, not so many TODOs any more
Richard Jones <richard@users.sourceforge.net>
parents: 2632
diff changeset
53 configration file as ``logging`` -> ``config``
2572
d15b71b8a85a more logging goodness
Richard Jones <richard@users.sourceforge.net>
parents: 2479
diff changeset
54 - ``roundup-server`` specifies the location of a logging configuration
d15b71b8a85a more logging goodness
Richard Jones <richard@users.sourceforge.net>
parents: 2479
diff changeset
55 file on the command line
d15b71b8a85a more logging goodness
Richard Jones <richard@users.sourceforge.net>
parents: 2479
diff changeset
56 Configuration for "BasicLogging" implementation:
d15b71b8a85a more logging goodness
Richard Jones <richard@users.sourceforge.net>
parents: 2479
diff changeset
57 - tracker configuration file specifies the location of a log file
2921
ad4fb8a14a97 more doc updates, not so many TODOs any more
Richard Jones <richard@users.sourceforge.net>
parents: 2632
diff changeset
58 ``logging`` -> ``filename``
2572
d15b71b8a85a more logging goodness
Richard Jones <richard@users.sourceforge.net>
parents: 2479
diff changeset
59 - tracker configuration file specifies the level to log to as
2921
ad4fb8a14a97 more doc updates, not so many TODOs any more
Richard Jones <richard@users.sourceforge.net>
parents: 2632
diff changeset
60 ``logging`` -> ``level``
2572
d15b71b8a85a more logging goodness
Richard Jones <richard@users.sourceforge.net>
parents: 2479
diff changeset
61 - ``roundup-server`` specifies the location of a log file on the command
d15b71b8a85a more logging goodness
Richard Jones <richard@users.sourceforge.net>
parents: 2479
diff changeset
62 line
d15b71b8a85a more logging goodness
Richard Jones <richard@users.sourceforge.net>
parents: 2479
diff changeset
63 - ``roundup-server`` specifies the level to log to on the command line
d15b71b8a85a more logging goodness
Richard Jones <richard@users.sourceforge.net>
parents: 2479
diff changeset
64
d15b71b8a85a more logging goodness
Richard Jones <richard@users.sourceforge.net>
parents: 2479
diff changeset
65 (``roundup-mailgw`` always logs to the tracker's log file)
d15b71b8a85a more logging goodness
Richard Jones <richard@users.sourceforge.net>
parents: 2479
diff changeset
66
d15b71b8a85a more logging goodness
Richard Jones <richard@users.sourceforge.net>
parents: 2479
diff changeset
67 In both cases, if no logfile is specified then logging will simply be sent
d15b71b8a85a more logging goodness
Richard Jones <richard@users.sourceforge.net>
parents: 2479
diff changeset
68 to sys.stderr with only logging of ERROR messages.
d15b71b8a85a more logging goodness
Richard Jones <richard@users.sourceforge.net>
parents: 2479
diff changeset
69
3250
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
70
2632
9c55f2bc5961 roundup-server now has a configuration file (-C option)
Richard Jones <richard@users.sourceforge.net>
parents: 2572
diff changeset
71 Configuring roundup-server
9c55f2bc5961 roundup-server now has a configuration file (-C option)
Richard Jones <richard@users.sourceforge.net>
parents: 2572
diff changeset
72 ==========================
9c55f2bc5961 roundup-server now has a configuration file (-C option)
Richard Jones <richard@users.sourceforge.net>
parents: 2572
diff changeset
73
9c55f2bc5961 roundup-server now has a configuration file (-C option)
Richard Jones <richard@users.sourceforge.net>
parents: 2572
diff changeset
74 The basic configuration file layout is as follows (take from the
9c55f2bc5961 roundup-server now has a configuration file (-C option)
Richard Jones <richard@users.sourceforge.net>
parents: 2572
diff changeset
75 ``roundup-server.ini.example`` file in the "doc" directory)::
9c55f2bc5961 roundup-server now has a configuration file (-C option)
Richard Jones <richard@users.sourceforge.net>
parents: 2572
diff changeset
76
3465
81542d49c8cb fix admin doc description of roundup-server config file
Richard Jones <richard@users.sourceforge.net>
parents: 3341
diff changeset
77 [main]
2632
9c55f2bc5961 roundup-server now has a configuration file (-C option)
Richard Jones <richard@users.sourceforge.net>
parents: 2572
diff changeset
78 port = 8080
3780
158e31bbf86a recent patch had lines longer than 80 chars - rewrap; trim trailing spaces
Alexander Smishlajev <a1s@users.sourceforge.net>
parents: 3779
diff changeset
79 ;hostname =
158e31bbf86a recent patch had lines longer than 80 chars - rewrap; trim trailing spaces
Alexander Smishlajev <a1s@users.sourceforge.net>
parents: 3779
diff changeset
80 ;user =
158e31bbf86a recent patch had lines longer than 80 chars - rewrap; trim trailing spaces
Alexander Smishlajev <a1s@users.sourceforge.net>
parents: 3779
diff changeset
81 ;group =
2632
9c55f2bc5961 roundup-server now has a configuration file (-C option)
Richard Jones <richard@users.sourceforge.net>
parents: 2572
diff changeset
82 ;log_ip = yes
3780
158e31bbf86a recent patch had lines longer than 80 chars - rewrap; trim trailing spaces
Alexander Smishlajev <a1s@users.sourceforge.net>
parents: 3779
diff changeset
83 ;pidfile =
158e31bbf86a recent patch had lines longer than 80 chars - rewrap; trim trailing spaces
Alexander Smishlajev <a1s@users.sourceforge.net>
parents: 3779
diff changeset
84 ;logfile =
3880
2359d6304a4f Allow template for tracker index page
Justus Pendleton <jpend@users.sourceforge.net>
parents: 3781
diff changeset
85 ;template =
3883
679118b572d5 add SSL to roundup-server via pyopenssl
Justus Pendleton <jpend@users.sourceforge.net>
parents: 3880
diff changeset
86 ;ssl = no
679118b572d5 add SSL to roundup-server via pyopenssl
Justus Pendleton <jpend@users.sourceforge.net>
parents: 3880
diff changeset
87 ;pem =
2632
9c55f2bc5961 roundup-server now has a configuration file (-C option)
Richard Jones <richard@users.sourceforge.net>
parents: 2572
diff changeset
88
3465
81542d49c8cb fix admin doc description of roundup-server config file
Richard Jones <richard@users.sourceforge.net>
parents: 3341
diff changeset
89 [trackers]
2632
9c55f2bc5961 roundup-server now has a configuration file (-C option)
Richard Jones <richard@users.sourceforge.net>
parents: 2572
diff changeset
90 ; Add one of these per tracker being served
3465
81542d49c8cb fix admin doc description of roundup-server config file
Richard Jones <richard@users.sourceforge.net>
parents: 3341
diff changeset
91 name = /path/to/tracker/name
2632
9c55f2bc5961 roundup-server now has a configuration file (-C option)
Richard Jones <richard@users.sourceforge.net>
parents: 2572
diff changeset
92
9c55f2bc5961 roundup-server now has a configuration file (-C option)
Richard Jones <richard@users.sourceforge.net>
parents: 2572
diff changeset
93 Values ";commented out" are optional. The meaning of the various options
9c55f2bc5961 roundup-server now has a configuration file (-C option)
Richard Jones <richard@users.sourceforge.net>
parents: 2572
diff changeset
94 are as follows:
9c55f2bc5961 roundup-server now has a configuration file (-C option)
Richard Jones <richard@users.sourceforge.net>
parents: 2572
diff changeset
95
9c55f2bc5961 roundup-server now has a configuration file (-C option)
Richard Jones <richard@users.sourceforge.net>
parents: 2572
diff changeset
96 **port**
9c55f2bc5961 roundup-server now has a configuration file (-C option)
Richard Jones <richard@users.sourceforge.net>
parents: 2572
diff changeset
97 Defines the local TCP port to listen for clients on.
9c55f2bc5961 roundup-server now has a configuration file (-C option)
Richard Jones <richard@users.sourceforge.net>
parents: 2572
diff changeset
98 **hostname**
9c55f2bc5961 roundup-server now has a configuration file (-C option)
Richard Jones <richard@users.sourceforge.net>
parents: 2572
diff changeset
99 Defines the local hostname to listen for clients on. Only required if
9c55f2bc5961 roundup-server now has a configuration file (-C option)
Richard Jones <richard@users.sourceforge.net>
parents: 2572
diff changeset
100 "localhost" is not sufficient.
9c55f2bc5961 roundup-server now has a configuration file (-C option)
Richard Jones <richard@users.sourceforge.net>
parents: 2572
diff changeset
101 **user** and **group**
9c55f2bc5961 roundup-server now has a configuration file (-C option)
Richard Jones <richard@users.sourceforge.net>
parents: 2572
diff changeset
102 Defines the Unix user and group to run the server as. Only work if the
9c55f2bc5961 roundup-server now has a configuration file (-C option)
Richard Jones <richard@users.sourceforge.net>
parents: 2572
diff changeset
103 server is started as root.
9c55f2bc5961 roundup-server now has a configuration file (-C option)
Richard Jones <richard@users.sourceforge.net>
parents: 2572
diff changeset
104 **log_ip**
9c55f2bc5961 roundup-server now has a configuration file (-C option)
Richard Jones <richard@users.sourceforge.net>
parents: 2572
diff changeset
105 If ``yes`` then we log IP addresses against accesses. If ``no`` then we
9c55f2bc5961 roundup-server now has a configuration file (-C option)
Richard Jones <richard@users.sourceforge.net>
parents: 2572
diff changeset
106 log the hostname of the client. The latter can be much slower.
9c55f2bc5961 roundup-server now has a configuration file (-C option)
Richard Jones <richard@users.sourceforge.net>
parents: 2572
diff changeset
107 **pidfile**
9c55f2bc5961 roundup-server now has a configuration file (-C option)
Richard Jones <richard@users.sourceforge.net>
parents: 2572
diff changeset
108 If specified, the server will fork at startup and write its new PID to
9c55f2bc5961 roundup-server now has a configuration file (-C option)
Richard Jones <richard@users.sourceforge.net>
parents: 2572
diff changeset
109 the file.
9c55f2bc5961 roundup-server now has a configuration file (-C option)
Richard Jones <richard@users.sourceforge.net>
parents: 2572
diff changeset
110 **logfile**
9c55f2bc5961 roundup-server now has a configuration file (-C option)
Richard Jones <richard@users.sourceforge.net>
parents: 2572
diff changeset
111 Any unhandled exception messages or other output from Roundup will be
9c55f2bc5961 roundup-server now has a configuration file (-C option)
Richard Jones <richard@users.sourceforge.net>
parents: 2572
diff changeset
112 written to this file. It must be specified if **pidfile** is specified.
9c55f2bc5961 roundup-server now has a configuration file (-C option)
Richard Jones <richard@users.sourceforge.net>
parents: 2572
diff changeset
113 If per-tracker logging is specified, then very little will be written to
9c55f2bc5961 roundup-server now has a configuration file (-C option)
Richard Jones <richard@users.sourceforge.net>
parents: 2572
diff changeset
114 this file.
3880
2359d6304a4f Allow template for tracker index page
Justus Pendleton <jpend@users.sourceforge.net>
parents: 3781
diff changeset
115 **template**
2359d6304a4f Allow template for tracker index page
Justus Pendleton <jpend@users.sourceforge.net>
parents: 3781
diff changeset
116 Specifies a template used for displaying the tracker index when
2359d6304a4f Allow template for tracker index page
Justus Pendleton <jpend@users.sourceforge.net>
parents: 3781
diff changeset
117 multiple trackers are being used. The variable "trackers" is available
2359d6304a4f Allow template for tracker index page
Justus Pendleton <jpend@users.sourceforge.net>
parents: 3781
diff changeset
118 to the template and is a dict of all configured trackers.
3883
679118b572d5 add SSL to roundup-server via pyopenssl
Justus Pendleton <jpend@users.sourceforge.net>
parents: 3880
diff changeset
119 **ssl**
679118b572d5 add SSL to roundup-server via pyopenssl
Justus Pendleton <jpend@users.sourceforge.net>
parents: 3880
diff changeset
120 Enables the use of SSL to secure the connection to the roundup-server.
679118b572d5 add SSL to roundup-server via pyopenssl
Justus Pendleton <jpend@users.sourceforge.net>
parents: 3880
diff changeset
121 If you enable this, ensure that your tracker's config.ini specifies
679118b572d5 add SSL to roundup-server via pyopenssl
Justus Pendleton <jpend@users.sourceforge.net>
parents: 3880
diff changeset
122 an *https* URL.
679118b572d5 add SSL to roundup-server via pyopenssl
Justus Pendleton <jpend@users.sourceforge.net>
parents: 3880
diff changeset
123 **pem**
679118b572d5 add SSL to roundup-server via pyopenssl
Justus Pendleton <jpend@users.sourceforge.net>
parents: 3880
diff changeset
124 If specified, the SSL PEM file containing the private key and certificate.
679118b572d5 add SSL to roundup-server via pyopenssl
Justus Pendleton <jpend@users.sourceforge.net>
parents: 3880
diff changeset
125 If not specified, roundup will generate a temporary, self-signed certificate
679118b572d5 add SSL to roundup-server via pyopenssl
Justus Pendleton <jpend@users.sourceforge.net>
parents: 3880
diff changeset
126 for use.
3465
81542d49c8cb fix admin doc description of roundup-server config file
Richard Jones <richard@users.sourceforge.net>
parents: 3341
diff changeset
127 **trackers** section
81542d49c8cb fix admin doc description of roundup-server config file
Richard Jones <richard@users.sourceforge.net>
parents: 3341
diff changeset
128 Each line denotes a mapping from a URL component to a tracker home.
81542d49c8cb fix admin doc description of roundup-server config file
Richard Jones <richard@users.sourceforge.net>
parents: 3341
diff changeset
129 Make sure the name part doesn't include any url-unsafe characters like
81542d49c8cb fix admin doc description of roundup-server config file
Richard Jones <richard@users.sourceforge.net>
parents: 3341
diff changeset
130 spaces. Stick to alphanumeric characters and you'll be ok.
2632
9c55f2bc5961 roundup-server now has a configuration file (-C option)
Richard Jones <richard@users.sourceforge.net>
parents: 2572
diff changeset
131
2572
d15b71b8a85a more logging goodness
Richard Jones <richard@users.sourceforge.net>
parents: 2479
diff changeset
132
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
133 Users and Security
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
134 ==================
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
135
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
136 Roundup holds its own user database which primarily contains a username,
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
137 password and email address for the user. Roundup *must* have its own user
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
138 listing, in order to maintain internal consistency of its data. It is a
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
139 relatively simple exercise to update this listing on a regular basis, or on
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
140 demand, so that it matches an external listing (eg. unix passwd file, LDAP,
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
141 etc.)
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
142
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
143 Roundup identifies users in a number of ways:
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
144
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
145 1. Through the web, users may be identified by either HTTP Basic
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
146 Authentication or cookie authentication. If you are running the web
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
147 server (roundup-server) through another HTTP server (eg. apache or IIS)
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
148 then that server may require HTTP Basic Authentication, and it will pass
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
149 the ``REMOTE_USER`` variable through to Roundup. If this variable is not
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
150 present, then Roundup defaults to using its own cookie-based login
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
151 mechanism.
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
152 2. In email messages handled by roundup-mailgw, users are identified by the
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
153 From address in the message.
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
154
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
155 In both cases, Roundup's behaviour when dealing with unknown users is
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
156 controlled by Permissions defined in the "SECURITY SETTINGS" section of the
2983
9614a101b68f Stuff from the train ride this morning:
Richard Jones <richard@users.sourceforge.net>
parents: 2921
diff changeset
157 tracker's ``schema.py`` module:
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
158
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
159 Web Registration
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
160 If granted to the Anonymous Role, then anonymous users will be able to
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
161 register through the web.
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
162 Email Registration
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
163 If granted to the Anonymous Role, then email messages from unknown users
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
164 will result in those users being registered with the tracker.
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
165
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
166 More information about how to customise your tracker's security settings
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
167 may be found in the `customisation documentation`_.
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
168
2572
d15b71b8a85a more logging goodness
Richard Jones <richard@users.sourceforge.net>
parents: 2479
diff changeset
169
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
170 Tasks
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
171 =====
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
172
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
173 Maintenance of Roundup can involve one of the following:
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
174
3780
158e31bbf86a recent patch had lines longer than 80 chars - rewrap; trim trailing spaces
Alexander Smishlajev <a1s@users.sourceforge.net>
parents: 3779
diff changeset
175 1. `tracker backup`_
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
176 2. `software upgrade`_
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
177 3. `migrating backends`_
2005
fc52d57c6c3e documentation cleanup
Richard Jones <richard@users.sourceforge.net>
parents: 2003
diff changeset
178 4. `moving a tracker`_
3250
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
179 5. `migrating from other software`_
3341
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
180 6. `adding a user from the command-line`_
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
181
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
182
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
183 Tracker Backup
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
184 --------------
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
185
3959
f764931f2c67 more words about backing up
Richard Jones <richard@users.sourceforge.net>
parents: 3883
diff changeset
186 The roundup-admin import and export commands are **not** recommended for
f764931f2c67 more words about backing up
Richard Jones <richard@users.sourceforge.net>
parents: 3883
diff changeset
187 performing backup.
f764931f2c67 more words about backing up
Richard Jones <richard@users.sourceforge.net>
parents: 3883
diff changeset
188
f764931f2c67 more words about backing up
Richard Jones <richard@users.sourceforge.net>
parents: 3883
diff changeset
189 Optionally stop the web and email frontends and to copy the contents of the
f764931f2c67 more words about backing up
Richard Jones <richard@users.sourceforge.net>
parents: 3883
diff changeset
190 tracker home directory to some other place using standard backup tools.
f764931f2c67 more words about backing up
Richard Jones <richard@users.sourceforge.net>
parents: 3883
diff changeset
191 This means using
f764931f2c67 more words about backing up
Richard Jones <richard@users.sourceforge.net>
parents: 3883
diff changeset
192 *pg_dump* to take a snapshot of your Postgres backend database, for example.
f764931f2c67 more words about backing up
Richard Jones <richard@users.sourceforge.net>
parents: 3883
diff changeset
193 A simple copy of the tracker home (and files storage area if you've configured
f764931f2c67 more words about backing up
Richard Jones <richard@users.sourceforge.net>
parents: 3883
diff changeset
194 it to be elsewhere) will then complete the backup.
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
195
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
196
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
197 Software Upgrade
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
198 ----------------
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
199
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
200 Always make a backup of your tracker before upgrading software. Steps you may
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
201 take:
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
202
2478
3ab2b91cdd2c *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2474
diff changeset
203 1. Ensure that the unit tests run on your system::
2474
591e3cfe622a more detail
Richard Jones <richard@users.sourceforge.net>
parents: 2405
diff changeset
204
591e3cfe622a more detail
Richard Jones <richard@users.sourceforge.net>
parents: 2405
diff changeset
205 python run_tests.py
591e3cfe622a more detail
Richard Jones <richard@users.sourceforge.net>
parents: 2405
diff changeset
206
2387
4962f99aaa27 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2203
diff changeset
207 2. If you're using an RDBMS backend, make a backup of its contents now.
2478
3ab2b91cdd2c *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2474
diff changeset
208 3. Make a backup of the tracker home itself.
3ab2b91cdd2c *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2474
diff changeset
209 4. Stop the tracker web and email frontends.
3ab2b91cdd2c *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2474
diff changeset
210 5. Follow the steps in the `upgrading documentation`_ for the new version of
2387
4962f99aaa27 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2203
diff changeset
211 the software in the copied.
3963
3230f9c88086 Fix race condition for key properties in rdbms backends [SF#1876683]
Richard Jones <richard@users.sourceforge.net>
parents: 3959
diff changeset
212
3230f9c88086 Fix race condition for key properties in rdbms backends [SF#1876683]
Richard Jones <richard@users.sourceforge.net>
parents: 3959
diff changeset
213 Usually you will be asked to run `roundup_admin migrate` on your tracker
3230f9c88086 Fix race condition for key properties in rdbms backends [SF#1876683]
Richard Jones <richard@users.sourceforge.net>
parents: 3959
diff changeset
214 before you allow users to start accessing the tracker.
3230f9c88086 Fix race condition for key properties in rdbms backends [SF#1876683]
Richard Jones <richard@users.sourceforge.net>
parents: 3959
diff changeset
215
3230f9c88086 Fix race condition for key properties in rdbms backends [SF#1876683]
Richard Jones <richard@users.sourceforge.net>
parents: 3959
diff changeset
216 It's safe to run this even if it's not required, so just get into the
3230f9c88086 Fix race condition for key properties in rdbms backends [SF#1876683]
Richard Jones <richard@users.sourceforge.net>
parents: 3959
diff changeset
217 habit.
2478
3ab2b91cdd2c *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2474
diff changeset
218 6. You may test each of the admin tool, web interface and mail gateway using
3ab2b91cdd2c *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2474
diff changeset
219 the new version of the software. To do this, invoke the scripts directly
3ab2b91cdd2c *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2474
diff changeset
220 in the source directory with::
2387
4962f99aaa27 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2203
diff changeset
221
4962f99aaa27 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2203
diff changeset
222 PYTHONPATH=. python roundup/scripts/roundup_server.py <normal arguments>
4962f99aaa27 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2203
diff changeset
223 PYTHONPATH=. python roundup/scripts/roundup_admin.py <normal arguments>
4962f99aaa27 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2203
diff changeset
224 PYTHONPATH=. python roundup/scripts/roundup_mailgw.py <normal arguments>
4962f99aaa27 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2203
diff changeset
225
2478
3ab2b91cdd2c *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2474
diff changeset
226 Note that on Windows, this would read::
2387
4962f99aaa27 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2203
diff changeset
227
2478
3ab2b91cdd2c *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2474
diff changeset
228 C:\sources\roundup-0.7.4> SET PYTHONPATH=.
3ab2b91cdd2c *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2474
diff changeset
229 C:\sources\roundup-0.7.4> python roundup/scripts/roundup_server.py <normal arguments>
3ab2b91cdd2c *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2474
diff changeset
230
3ab2b91cdd2c *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2474
diff changeset
231 7. Once you're comfortable that the upgrade will work using that copy, you
3089
33e3ba342e93 Typo fixes: [SF#097860] and [SF#097864].
Johannes Gijsbers <jlgijsbers@users.sourceforge.net>
parents: 2983
diff changeset
232 should install the new version of the software::
2474
591e3cfe622a more detail
Richard Jones <richard@users.sourceforge.net>
parents: 2405
diff changeset
233
591e3cfe622a more detail
Richard Jones <richard@users.sourceforge.net>
parents: 2405
diff changeset
234 python setup.py install
591e3cfe622a more detail
Richard Jones <richard@users.sourceforge.net>
parents: 2405
diff changeset
235
2478
3ab2b91cdd2c *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2474
diff changeset
236 8. Restart your tracker web and email frontends.
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
237
2474
591e3cfe622a more detail
Richard Jones <richard@users.sourceforge.net>
parents: 2405
diff changeset
238 If something bad happens, you may reinstate your backup of the tracker and
591e3cfe622a more detail
Richard Jones <richard@users.sourceforge.net>
parents: 2405
diff changeset
239 reinstall the older version of the sofware using the same install command::
591e3cfe622a more detail
Richard Jones <richard@users.sourceforge.net>
parents: 2405
diff changeset
240
591e3cfe622a more detail
Richard Jones <richard@users.sourceforge.net>
parents: 2405
diff changeset
241 python setup.py install
591e3cfe622a more detail
Richard Jones <richard@users.sourceforge.net>
parents: 2405
diff changeset
242
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
243
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
244 Migrating Backends
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
245 ------------------
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
246
3781
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
247 1. Stop the existing tracker web and email frontends (preventing changes).
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
248 2. Use the roundup-admin tool "export" command to export the contents of
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
249 your tracker to disk.
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
250 3. Copy the tracker home to a new directory.
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
251 4. Delete the "db" directory from the new directory.
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
252 5. Enter the new backend name in the tracker home ``db/backend_name`` file.
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
253 6. Use the roundup-admin "import" command to import the previous export with
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
254 the new tracker home. If non-interactively::
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
255
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
256 roundup-admin -i <tracker home> import <tracker export dir>
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
257
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
258 If interactively, enter 'commit' before exitting.
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
259 7. Test each of the admin tool, web interface and mail gateway using the new
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
260 backend.
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
261 8. Move the old tracker home out of the way (rename to "tracker.old") and
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
262 move the new tracker home into its place.
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
263 9. Restart web and email frontends.
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
264
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
265
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
266 Moving a Tracker
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
267 ----------------
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
268
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
269 If you're moving the tracker to a similar machine, you should:
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
270
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
271 1. install Roundup on the new machine and test that it works there,
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
272 2. stop the existing tracker web and email frontends (preventing changes),
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
273 3. copy the tracker home directory over to the new machine, and
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
274 4. start the tracker web and email frontends on the new machine.
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
275
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
276 Most of the backends are actually portable across platforms (ie. from Unix to
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
277 Windows to Mac). If this isn't the case (ie. the tracker doesn't work when
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
278 moved using the above steps) then you'll need to:
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
279
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
280 1. install Roundup on the new machine and test that it works there,
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
281 2. stop the existing tracker web and email frontends (preventing changes),
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
282 3. use the roundup-admin tool "export" command to export the contents of
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
283 the existing tracker,
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
284 4. copy the export to the new machine,
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
285 5. use the roundup-admin "import" command to import the tracker on the new
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
286 machine, and
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
287 6. start the tracker web and email frontends on the new machine.
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
288
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
289
3250
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
290 Migrating From Other Software
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
291 -----------------------------
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
292
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
293 You have a couple of choices. You can either use a CSV import into Roundup,
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
294 or you can write a simple Python script which uses the Roundup API
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
295 directly. The latter is almost always simpler -- see the "scripts"
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
296 directory in the Roundup source for some example uses of the API.
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
297
3780
158e31bbf86a recent patch had lines longer than 80 chars - rewrap; trim trailing spaces
Alexander Smishlajev <a1s@users.sourceforge.net>
parents: 3779
diff changeset
298 "roundup-admin import" will import data into your tracker from a
3250
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
299 directory containing files with the following format:
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
300
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
301 - one colon-separated-values file per Class with columns for each property,
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
302 named <classname>.csv
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
303 - one colon-separated-values file per Class with journal information,
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
304 named <classname>-journals.csv (this is required, even if it's empty)
3780
158e31bbf86a recent patch had lines longer than 80 chars - rewrap; trim trailing spaces
Alexander Smishlajev <a1s@users.sourceforge.net>
parents: 3779
diff changeset
305 - if the Class is a FileClass, you may have the "content" property
3250
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
306 stored in separate files from the csv files. This goes in a directory
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
307 structure::
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
308
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
309 <classname>-files/<N>/<designator>
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
310
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
311 where ``<designator>`` is the item's ``<classname><id>`` combination.
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
312 The ``<N>`` value is ``int(<id> / 1000)``.
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
313
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
314
3341
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
315 Adding A User From The Command-Line
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
316 -----------------------------------
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
317
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
318 The ``roundup-admin`` program can create any data you wish to in the
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
319 database. To create a new user, use::
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
320
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
321 roundup-admin create user
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
322
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
323 To figure out what good values might be for some of the fields (eg. Roles)
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
324 you can just display another user::
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
325
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
326 roundup-admin list user
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
327
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
328 (or if you know their username, and it happens to be "richard")::
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
329
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
330 roundup-admin find username=richard
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
331
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
332 then using the user id you get from one of the above commands, you may
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
333 display the user's details::
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
334
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
335 roundup-admin display <userid>
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
336
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
337
2177
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
338 Running the Servers
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
339 ===================
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
340
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
341 Unix
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
342 ----
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
343
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
344 On Unix systems, use the scripts/server-ctl script to control the
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
345 roundup-server server. Copy it somewhere and edit the variables at the top
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
346 to reflect your specific installation.
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
347
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
348
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
349 Windows
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
350 -------
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
351
3780
158e31bbf86a recent patch had lines longer than 80 chars - rewrap; trim trailing spaces
Alexander Smishlajev <a1s@users.sourceforge.net>
parents: 3779
diff changeset
352 On Windows, the roundup-server program runs as a Windows Service, and
2405
1736886eefb3 more windows info
Richard Jones <richard@users.sourceforge.net>
parents: 2387
diff changeset
353 therefore may be controlled through the Services control panel. The
1736886eefb3 more windows info
Richard Jones <richard@users.sourceforge.net>
parents: 2387
diff changeset
354 roundup-server program may also control the service directly:
2177
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
355
2405
1736886eefb3 more windows info
Richard Jones <richard@users.sourceforge.net>
parents: 2387
diff changeset
356 **install the service**
3779
ee73abcc95d2 Sorry, another mega-patch:
Richard Jones <richard@users.sourceforge.net>
parents: 3465
diff changeset
357 ``roundup-server -C /path/to/my/roundup-server.ini -c install``
2405
1736886eefb3 more windows info
Richard Jones <richard@users.sourceforge.net>
parents: 2387
diff changeset
358 **start the service**
1736886eefb3 more windows info
Richard Jones <richard@users.sourceforge.net>
parents: 2387
diff changeset
359 ``roundup-server -c start``
1736886eefb3 more windows info
Richard Jones <richard@users.sourceforge.net>
parents: 2387
diff changeset
360 **stop the service**
1736886eefb3 more windows info
Richard Jones <richard@users.sourceforge.net>
parents: 2387
diff changeset
361 ``roundup-server -c stop``
2177
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
362
2405
1736886eefb3 more windows info
Richard Jones <richard@users.sourceforge.net>
parents: 2387
diff changeset
363 To bring up the services panel:
2177
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
364
2405
1736886eefb3 more windows info
Richard Jones <richard@users.sourceforge.net>
parents: 2387
diff changeset
365 Windows 2000 and later
1736886eefb3 more windows info
Richard Jones <richard@users.sourceforge.net>
parents: 2387
diff changeset
366 Start/Control Panel/Administrative Tools/Services
1736886eefb3 more windows info
Richard Jones <richard@users.sourceforge.net>
parents: 2387
diff changeset
367 Windows NT4
1736886eefb3 more windows info
Richard Jones <richard@users.sourceforge.net>
parents: 2387
diff changeset
368 Start/Control Panel/Services
2177
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
369
3780
158e31bbf86a recent patch had lines longer than 80 chars - rewrap; trim trailing spaces
Alexander Smishlajev <a1s@users.sourceforge.net>
parents: 3779
diff changeset
370 You will need a server configuration file (as described in
158e31bbf86a recent patch had lines longer than 80 chars - rewrap; trim trailing spaces
Alexander Smishlajev <a1s@users.sourceforge.net>
parents: 3779
diff changeset
371 `Configuring roundup-server`_) for specifying tracker homes
158e31bbf86a recent patch had lines longer than 80 chars - rewrap; trim trailing spaces
Alexander Smishlajev <a1s@users.sourceforge.net>
parents: 3779
diff changeset
372 and other roundup-server configuration. Specify the name of
158e31bbf86a recent patch had lines longer than 80 chars - rewrap; trim trailing spaces
Alexander Smishlajev <a1s@users.sourceforge.net>
parents: 3779
diff changeset
373 this file using the ``-C`` switch when installing the service.
3779
ee73abcc95d2 Sorry, another mega-patch:
Richard Jones <richard@users.sourceforge.net>
parents: 3465
diff changeset
374
2203
4a157c198585 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2177
diff changeset
375 Running the Mail Gateway Script
4a157c198585 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2177
diff changeset
376 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
4a157c198585 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2177
diff changeset
377
4a157c198585 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2177
diff changeset
378 The mail gateway script should be scheduled to run regularly on your
4a157c198585 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2177
diff changeset
379 Windows server. Normally this will result in a window popping up. The
4a157c198585 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2177
diff changeset
380 solution to this is to:
4a157c198585 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2177
diff changeset
381
4a157c198585 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2177
diff changeset
382 1. Create a new local account on the Roundup server
4a157c198585 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2177
diff changeset
383 2. Set the scheduled task to run in the context of this user instead
4a157c198585 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2177
diff changeset
384 of your normal login
4a157c198585 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2177
diff changeset
385
2177
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
386
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
387 -------------------
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
388
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
389 Back to `Table of Contents`_
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
390
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
391 .. _`Table of Contents`: index.html
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
392 .. _`customisation documentation`: customizing.html
2387
4962f99aaa27 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2203
diff changeset
393 .. _`upgrading documentation`: upgrading.html
Roundup Issue Tracker: http://roundup-tracker.org/