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annotate MIGRATION.txt @ 737:3a653d485bbc

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author Richard Jones <richard@users.sourceforge.net>
date Wed, 22 May 2002 05:04:13 +0000
parents a55c0622dced
children 938edfdeac6e
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272
5f400caecaad Steps to follow when migrating between versions of roundup.
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1 Migrating to newer versions of Roundup
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2 ======================================
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3
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4 Please read each section carefully and edit your instance home files
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5 accordingly.
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6
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7 This file contains information for users upgrading from:
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8 0.4.0 -> 0.4.1
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9 0.3.x -> 0.4.x
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10 0.2.x -> 0.3.x
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11
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12 From CVS
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13 ========
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14
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15 Files storage
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16 -------------
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17
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18 Messages and files from newly created issues will be put into subdierectories
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19 in thousands e.g. msg123 will be put into files/msg/0/msg123, file2003
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20 will go into files/file/2/file2003. Previous messages are still found, but
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21 could be put into this structure.
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22
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23 Migrating from 0.4.0 to 0.4.1
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24 =============================
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25
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26 Configuration
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27 -------------
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28
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29 The USER_INDEX definition introduced in 0.4.1 was too restrictive in its
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30 allowing replacement of 'assignedto' with the user's userid. Users must change
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31 the None value of 'assignedto' to 'CURRENT USER' (the string, in quotes) for
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32 the replacement behaviour to occur now.
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33
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34 The new configuration variables are:
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35
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36 - EMAIL_KEEP_QUOTED_TEXT
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37 - EMAIL_LEAVE_BODY_UNCHANGED
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38 - ADD_RECIPIENTS_TO_NOSY
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39
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40
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41 Migrating from 0.4.0 to 0.4.1
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42 =============================
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43
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44 Configuration
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45 -------------
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46
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47 To allow more fine-grained access control, the variable used to check
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48 permission to auto-register users in the mail gateway is now called
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49 ANONYMOUS_REGISTER_MAIL rather than overloading ANONYMOUS_REGISTER. If the
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50 variable doesn't exist, then ANONYMOUS_REGISTER is tested as before.
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51
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52 Configuring the links in the web header is now easier too. The following
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53 variables have been added to the classic instance_config.py:
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54
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55 HEADER_INDEX_LINKS - defines the "index" links to be made available
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56 HEADER_ADD_LINKS - defines the "add" links
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57 DEFAULT_INDEX - specifies the index view for DEFAULT
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58 UNASSIGNED_INDEX - specifies the index view for UNASSIGNED
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59 USER_INDEX - specifies the index view for USER
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60
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61 See the <roundup source>/roundup/templates/classic/instance_config.py for more
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62 information - including how the variables are to be set up. Most users will
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63 just be able to copy the variables from the source to their instance home. If
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64 you've modified the header by changing the source of the interfaces.py file in
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65 the instance home, you'll need to remove that customisation and move it into
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66 the appropriate variables in instance_config.py.
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67
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68 The extended schema has similar variables added too - see the source for more
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69 info.
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70
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71
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72
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73 Alternate E-Mail Addresses
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74 --------------------------
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75
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76 If you add the property "alternate_addresses" to your user class, your users
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77 will be able to register alternate email addresses that they may use to
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78 communicate with roundup as. All email from roundup will continue to be sent
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79 to their primary address.
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80
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81 If you have not edited the dbinit.py file in your instance home directory,
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82 you may simply copy the new dbinit.py file from the core code. If you used
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83 the classic schema, the interfaces file is in:
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84
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85 <roundup source>/roundup/templates/classic/dbinit.py
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86
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87 If you used the extended schema, the file is in:
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88
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89 <roundup source>/roundup/templates/extended/dbinit.py
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90
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91 If you have modified your dbinit.py file, you need to edit the dbinit.py
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92 file in your instance home directory. Find the lines which define the user
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93 class:
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94
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95 user = Class(db, "msg",
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96 username=String(), password=Password(),
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97 address=String(), realname=String(),
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98 phone=String(), organisation=String(),
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99 alternate_addresses=String())
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100
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101 You will also want to add the property to the user's details page. The
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102 template for this is the "user.item" file in your instance home "html"
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103 directory. Similar to above, you may copy the file from the roundup source if
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104 you haven't modified it. Otherwise, add the following to the template:
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105
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106 <display call="multiline('alternate_addresses')">
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107
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108 with appropriate labelling etc. See the standard template for an idea.
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109
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110
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111
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112 Migrating from 0.3.x to 0.4.x
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113 =============================
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114
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115 Message-ID and In-Reply-To addition
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116 -----------------------------------
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117 0.4.0 adds the tracking of messages by message-id and allows threading
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118 using in-reply-to. Most e-mail clients support threading using this
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119 feature, and we hope to add support for it to the web gateway. If you
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120 have not edited the dbinit.py file in your instance home directory, you may
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121 simply copy the new dbinit.py file from the core code. If you used the
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122 classic schema, the interfaces file is in:
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123
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124 <roundup source>/roundup/templates/classic/dbinit.py
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125
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126 If you used the extended schema, the file is in:
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127
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128 <roundup source>/roundup/templates/extended/dbinit.py
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129
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130 If you have modified your dbinit.py file, you need to edit the dbinit.py
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131 file in your instance home directory. Find the lines which define the msg
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132 class:
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133
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134 msg = FileClass(db, "msg",
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135 author=Link("user"), recipients=Multilink("user"),
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136 date=Date(), summary=String(),
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137 files=Multilink("file"))
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138
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139 and add the messageid and inreplyto properties like so:
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140
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141 msg = FileClass(db, "msg",
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142 author=Link("user"), recipients=Multilink("user"),
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143 date=Date(), summary=String(),
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144 files=Multilink("file"),
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145 messageid=String(), inreplyto=String())
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146
524
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147 Also, configuration is being cleaned up. This means that your dbinit.py will
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148 also need to be changed in the open function. If you haven't changed your
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149 dbinit.py, the above copy will be enough. If you have, you'll need to change
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150 the line (round line 50):
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151
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152 db = Database(instance_config.DATABASE, name)
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153
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154 to:
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155
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156 db = Database(instance_config, name)
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157
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158
511
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159 Configuration
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160 -------------
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161 INSTANCE_NAME and EMAIL_SIGNATURE_POSITION have been added to the
591
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162 instance_config.py. The simplest solution is to copy the default values
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163 from template in the core source.
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164
533
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165 The mail gateway now checks ANONYMOUS_REGISTER to see if unknown users are to
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166 be automatically registered with the tracker. If it is set to "deny" then
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167 unknown users will not have access. If it is set to "allow" they will be
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168 automatically registered with the tracker.
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169
272
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170
512
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171 CGI script roundup.cgi
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172 ----------------------
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173 The CGI script has been updated with some features and a bugfix, so you should
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174 copy it from the roundup cgi-bin source directory again. Make sure you update
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175 the ROUNDUP_INSTANCE_HOMES after the copy.
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176
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177
519
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178 Nosy reactor
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179 ------------
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180 The nosy reactor has also changed - copy the nosyreactor.py file from the core
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181 source roundup/templates/[schema]/detectors/nosyreactor.py to your instance
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182 home "detectors" directory.
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183
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184
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185 HTML templating
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186 ---------------
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187 The field() function was incorrectly implemented - links and multilinks now
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188 display as text fields when rendered using field(). To display a menu (drop-
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189 down or select box) you need to use the menu() function.
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190
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191
512
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192
276
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193 Migrating from 0.2.x to 0.3.x
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194 =============================
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195
276
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196 Cookie Authentication changes
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197 -----------------------------
272
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198 0.3.0 introduces cookie authentication - you will need to copy the
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199 interfaces.py file from the roundup source to your instance home to enable
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200 authentication. If you used the classic schema, the interfaces file is in:
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201
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202 <roundup source>/roundup/templates/classic/interfaces.py
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203
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204 If you used the extended schema, the file is in:
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205
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206 <roundup source>/roundup/templates/extended/interfaces.py
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207
276
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208 If you have modified your interfaces.Client class, you will need to take
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209 note of the login/logout functionality provided in roundup.cgi_client.Client
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210 (classic schema) or roundup.cgi_client.ExtendedClient (extended schema) and
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211 modify your instance code apropriately.
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212
276
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213
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214 Password encoding
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215 -----------------
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216 This release also introduces encoding of passwords in the database. If you
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217 have not edited the dbinit.py file in your instance home directory, you may
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218 simply copy the new dbinit.py file from the core code. If you used the
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219 classic schema, the interfaces file is in:
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220
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221 <roundup source>/roundup/templates/classic/dbinit.py
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222
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223 If you used the extended schema, the file is in:
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224
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225 <roundup source>/roundup/templates/extended/dbinit.py
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226
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227
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228 If you have modified your dbinit.py file, you may use encoded passwords:
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229
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230 1. Edit the dbinit.py file in your instance home directory
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231 1a. At the first code line of the open() function:
272
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232
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233 from roundup.hyperdb import String, Date, Link, Multilink
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234
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235 alter to include Password, as so:
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236
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237 from roundup.hyperdb import String, Password, Date, Link, Multilink
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238
276
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239 1b. Where the password property is defined (around line 66):
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240
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241 user = Class(db, "user",
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242 username=String(), password=String(),
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243 address=String(), realname=String(),
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244 phone=String(), organisation=String())
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245 user.setkey("username")
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246
276
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247 alter the "password=String()" to "password=Password()":
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248
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249 user = Class(db, "user",
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250 username=String(), password=Password(),
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251 address=String(), realname=String(),
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252 phone=String(), organisation=String())
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253 user.setkey("username")
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254
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255 2. Any existing passwords in the database will remain cleartext until they
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256 are edited. It is recommended that at a minimum the admin password be
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257 changed immediately:
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258
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259 roundup-admin -i <instance home> set user1 password=<new password>
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260
334
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261
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262 Configuration
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263 -------------
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264 FILTER_POSITION, ANONYMOUS_ACCESS, ANONYMOUS_REGISTER have been added to
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265 the instance_config.py. Simplest solution is to copy the default values from
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266 template in the core source.
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267
337
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268 MESSAGES_TO_AUTHOR has been added to the IssueClass in dbinit.py. Set to 'yes'
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269 to send nosy messages to the author. Default behaviour is to not send nosy
394
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270 messages to the author. You will need to add MESSAGES_TO_AUTHOR to your
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271 dbinit.py in your instance home.
337
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272
356
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273
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274 CGI script roundup.cgi
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275 ----------------------
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276 There have been some structural changes to the roundup.cgi script - you will
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277 need to install it again from the cgi-bin directory of the source
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278 distribution. Make sure you update the ROUNDUP_INSTANCE_HOMES after the
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279 copy.
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280
394
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281
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282
Roundup Issue Tracker: http://roundup-tracker.org/