Mercurial > p > roundup > code
annotate doc/user_guide.txt @ 1560:3f2e516b8de3
doc fixes
| author | Richard Jones <richard@users.sourceforge.net> |
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| date | Wed, 26 Mar 2003 06:17:16 +0000 |
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1 ========== |
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2 User Guide |
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3 ========== |
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4 |
| 1560 | 5 :Version: $Revision: 1.15 $ |
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6 |
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7 .. contents:: |
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8 |
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9 Note: this document will refer to *issues* as the primary store of information |
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10 in the tracker. This is the default of the classic template, bubt may vary in |
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11 any given installation. |
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12 |
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13 Your Tracker in a Nutshell |
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14 ========================== |
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15 |
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16 Your tracker holds information about issues in bundles we call *items*. An |
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17 item may be an *issue* (a bug or feature request) or a *user*. The issue-ness or |
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18 user-ness is called the item's *class*. So, for bug reports and features, the |
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19 class is "issue", and for users the class is "user". |
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20 |
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21 Each item in the tracker has an id number that identifies it along with its |
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22 item class. To identify a particular issue or user, we combine the class with |
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23 the number to create a unique label, so that user 1 (who, incidentally, is |
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24 *always* the "admin" user) is referred to as "user1". Issue number 315 is |
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25 referred to as "issue315". We call that label the item's *designator*. |
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26 |
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27 Accessing the Tracker |
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28 --------------------- |
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29 |
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30 You may access your tracker through one of three ways: |
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31 |
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32 1. through the `web interface`_, |
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33 2. through the `e-mail gateway`_, or |
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34 3. using the `command line tool`_. |
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35 |
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36 The last is usually only used by administrators. Most users will use the web |
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37 and email interfaces. All three are explained below. |
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38 |
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39 |
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40 Web Interface |
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41 ============= |
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42 |
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43 Note: this document contains screenshots of the default look and feel. Your |
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44 site may have a slightly (or very) different look, but the functionality will |
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45 be very similar, and the concepts still hold. |
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46 |
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47 The web interface is broken up into the following parts: |
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48 |
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49 1. `lists of items`_, |
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50 2. `display, edit or entry of an item`_, and |
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51 3. `searching page`_. |
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52 |
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53 |
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54 Lists of Items |
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55 -------------- |
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56 |
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57 The first thing you'll see when you log into Roundup will be a list of open |
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58 (ie. not resolved) issues. This list has been generated by a bunch of controls |
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59 `under the covers`_ but for now, you can see something like: |
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60 |
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61 .. img: images/index_logged_out.png |
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62 |
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63 The screen is divided up into three sections: |
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64 |
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65 .. img: images/page_layout.png |
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66 |
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67 you may either register or log in. Registration takes you to: |
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68 |
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69 .. img: images/registration.png |
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70 |
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71 Once you're logged in, the screen changes slightly to: |
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72 |
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73 .. img: images/index_logged_in.png |
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74 |
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75 Note that the sidebar menu has changed slightly, so you can now get to your |
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76 "My Details" page: |
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77 |
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78 .. img: images/my_details.png |
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79 |
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80 Note the new information on this page - the history. |
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81 |
| 1228 | 82 |
| 83 Display, edit or entry of an item | |
| 84 --------------------------------- | |
| 85 | |
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86 Create a new issue with "create new" under the issue subheading. This will |
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87 take you to: |
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88 |
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89 .. img: images/new_issue.png |
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90 |
| 1228 | 91 The `nosy list`_ is explained below. |
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92 Enter some information and click "submit new entry" and you'll be rewarded |
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93 with: |
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94 |
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95 .. img: images/new_issue_created.png |
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96 |
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97 or, if you don't enter all the required information (or some other error |
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98 occurs) you'll get something like: |
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99 |
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100 .. img: images/new_issue_error.png |
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101 |
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102 |
| 1228 | 103 Searching Page |
| 104 -------------- | |
| 105 | |
| 106 XXX: some information about how searching works | |
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107 |
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108 Some fields in the search page (e.g. "Activity" or "Creation date") accept |
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109 ranges of dates. You can specify range of dates in one of two formats: |
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110 |
| 1560 | 111 1. Native english syntax:: |
| 112 | |
| 113 [[From] <value>][ To <value>] | |
| 114 | |
| 115 Keywords "From" and "To" are case insensitive. Keyword "From" is optional. | |
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116 |
| 1560 | 117 2. "Geek" syntax:: |
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118 |
| 1560 | 119 [<value>][; <value>] |
| 120 | |
| 121 Either first or second ``<value>`` can be omitted in both syntaxes. | |
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122 |
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123 For example: |
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124 |
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125 if you enter string "from 9:00" to "Creation date" field, roundup |
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126 will find all issues, that were created today since 9 AM. |
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127 |
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128 Searching of "-2m; -1m" on activity field gives you issues, which were |
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129 active between period of time since 2 months up-till month ago. |
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130 |
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131 Other possible examples (consider local time is Sat Mar 8 22:07:48 EET 2003): |
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132 |
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133 >>> Range("from 2-12 to 4-2") |
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134 <Range from 2003-02-12.00:00:00 to 2003-04-02.00:00:00> |
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135 |
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136 >>> Range("18:00 TO +2m") |
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137 <Range from 2003-03-08.18:00:00 to 2003-05-08.20:07:48> |
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138 |
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139 >>> Range("12:00") |
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140 <Range from 2003-03-08.12:00:00 to None> |
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141 |
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142 >>> Range("tO +3d") |
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143 <Range from None to 2003-03-11.20:07:48> |
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144 |
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145 >>> Range("2002-11-10; 2002-12-12") |
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146 <Range from 2002-11-10.00:00:00 to 2002-12-12.00:00:00> |
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147 |
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148 >>> Range("; 20:00 +1d") |
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149 <Range from None to 2003-03-09.20:00:00> |
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150 |
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151 |
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152 Under the covers |
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153 ---------------- |
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154 |
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155 Index views may be modified by the following arguments: |
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156 |
| 1098 | 157 ========== ============================================================= |
| 158 Argument Description | |
| 159 ========== ============================================================= | |
| 160 :sort sort by prop name, optionally preceeded with '-' | |
| 161 to give descending or nothing for ascending sorting. | |
| 162 :group group by prop name, optionally preceeded with '-' or | |
| 163 to sort in descending or nothing for ascending order. | |
| 164 :filter selects which props should be displayed in the filter | |
| 165 section. Default is all. | |
| 166 :columns selects the columns that should be displayed. | |
| 167 Default is all. | |
| 168 propname selects the values the item properties given by propname | |
| 169 must have (very basic search/filter). | |
| 170 ========== ============================================================= | |
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171 |
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172 Access Controls |
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173 --------------- |
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174 |
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175 User access is controlled through Permissions. These are are grouped into |
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176 Roles, and users have a comma-separated list of Roles assigned to them. |
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177 |
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178 Permissions divide access controls up into answering questions like: |
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179 |
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180 - may the user edit issues ("Edit", "issue") |
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181 - is the user allowed to use the web interface ("Web Access") |
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182 - may the user edit other user's Roles through the web ("Web Roles") |
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183 |
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184 Any number of new Permissions and Roles may be created as described in the |
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185 customisation documentation. Examples of new access controls are: |
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186 |
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187 - only managers may sign off issues as complete |
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188 - don't give users who register through email web access |
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189 - let some users edit the details of all users |
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190 |
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191 |
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192 E-Mail Gateway |
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193 ============== |
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194 |
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195 E-mail sent to Roundup is examined for several pieces of information: |
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196 |
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197 1. `subject-line information`_ identifying the purpose of the e-mail |
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198 2. `e-mail message content`_ which is to be extracted |
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199 3. e-mail attachments which should be associated with the message |
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200 |
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201 Subject-line information |
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202 ------------------------ |
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203 |
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204 The subject line of the incoming message is examined to find one of: |
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205 |
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206 1. the item that the message is responding to, |
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207 2. the type of item the message should create, or |
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208 3. we default the item class and try some trickiness |
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209 |
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210 If the subject line contains a prefix in ``[square brackets]`` then we're |
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211 looking at case 1 or 2 above. Note that any "re:" or "fwd:" prefixes are |
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212 stripped off the subject line before we start looking for real information. |
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213 |
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214 If an item designator (class name and id number, for example ``issue123``) |
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215 is found there, a new "msg" item is added to the "messages" property for |
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216 that item, and any new "file" items are added to the "files" property for |
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217 the item. |
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218 |
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219 If just an item class name is found there, we attempt to create a new item of |
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220 that class with its "messages" property initialized to contain the new "msg" |
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221 item and its "files" property initialized to contain any new "file" items. |
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222 |
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223 The third case above - where no ``[information]`` is provided, the tracker's |
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224 ``MAIL_DEFAULT_CLASS`` configuration variable defines what class of item |
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225 the message relates to. We try to match the subject line to an existing |
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226 item of the default class, and if there's a match, the message is related to |
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227 that matched item. If not, then a new item of the default class is created. |
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228 |
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229 Setting Properties |
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230 ~~~~~~~~~~~~~~~~~~ |
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231 |
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232 The e-mail interface also provides a simple way to set properties on items. At |
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233 the end of the subject line, propname=value pairs can be specified in square |
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234 brackets, using the same conventions as for the roundup set shell command. |
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235 |
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236 For example, |
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237 |
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238 - setting the priority of an issue:: |
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239 |
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240 Subject: Re: [issue1] the coffee machine is broken! [priority=urgent] |
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241 |
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242 - adding yourself to a nosy list:: |
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243 |
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244 Subject: Re: [issue2] we're out of widgets [nosy=+richard] |
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245 |
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246 - setting the nosy list to just you and cliff:: |
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247 |
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248 Subject: Re: [issue2] we're out of widgets [nosy=richard,cliff] |
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249 |
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250 - removing yourself from a nosy list and setting the priority:: |
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251 |
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252 Subject: Re: [issue2] we're out of widgets [nosy=-richard;priority=bug] |
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253 |
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254 In all cases, the message relates to issue 2. The ``Re:`` prefix is stripped |
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255 off. |
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256 |
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257 |
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258 Automatic Properties |
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259 ~~~~~~~~~~~~~~~~~~~~ |
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260 |
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261 **status of new issues** |
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262 When a new message is received that is not identified as being related to an |
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263 existing issue, it creates a new issue. The status of the new issue is |
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264 defaulted to "unread". |
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265 |
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266 **reopening of resolved issues** |
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267 When a message is is received for a resolved issue, the issue status is |
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268 automatically reset to "chatting" to indicate new information has been |
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269 received. |
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270 |
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271 |
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272 E-Mail Message Content |
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273 ---------------------- |
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274 |
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275 Roundup only associates plain text (MIME type ``text/plain``) as messages for |
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276 items. Any other parts of a message are associated as downloadable files. If |
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277 no plain text part is found, the message is rejected. |
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278 |
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279 To do this, incoming messages are examined for multiple parts: |
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280 |
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281 * In a multipart/mixed message or part, each subpart is extracted and |
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282 examined. The text/plain subparts are assembled to form the textual body |
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283 of the message, to be stored in the file associated with a "msg" class |
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284 item. Any parts of other types are each stored in separate files and |
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285 given "file" class items that are linked to the "msg" item. |
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286 * In a multipart/alternative message or part, we look for a text/plain |
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287 subpart and ignore the other parts. |
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288 |
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289 If the message is a response to a previous message, and contains quoted |
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290 sections, then these will be stripped out of the message if the |
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291 ``EMAIL_KEEP_QUOTED_TEXT`` configuration variable is set to ``'no'``. |
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292 |
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293 Message summary |
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294 ~~~~~~~~~~~~~~~ |
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295 |
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296 The "summary" property on message items is taken from the first non-quoting |
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297 section in the message body. The message body is divided into sections by blank |
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298 lines. Sections where the second and all subsequent lines begin with a ">" or |
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299 "|" character are considered "quoting sections". The first line of the first |
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300 non-quoting section becomes the summary of the message. |
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301 |
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302 |
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303 Address handling |
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304 ---------------- |
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305 |
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306 All of the addresses in the ``To:`` and ``Cc:`` headers of the incoming |
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307 message are |
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308 looked up among the tracker users, and the corresponding users are placed |
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309 in the |
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310 "recipients" property on the new "msg" item. The address in the ``From:`` header |
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311 similarly determines the "author" property of the new "msg" item. The default |
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312 handling for addresses that don't have corresponding users is to create new |
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313 users with no passwords and a username equal to the address. |
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314 |
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315 The addresses mentioned in the ``To:``, ``From:`` and ``Cc:`` headers of |
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316 the message may be added to the `nosy list`_ depending on: |
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317 |
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318 ``ADD_AUTHOR_TO_NOSY`` |
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319 Does the author of a message get placed on the nosy list automatically? |
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320 If 'new' is used, then the author will only be added when a message |
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321 creates a new issue. If 'yes', then the author will be added on followups |
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322 too. If 'no', they're never added to the nosy. |
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323 |
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324 ``ADD_RECIPIENTS_TO_NOSY`` |
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325 Do the recipients (To:, Cc:) of a message get placed on the nosy list? |
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326 If 'new' is used, then the recipients will only be added when a message |
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327 creates a new issue. If 'yes', then the recipients will be added on |
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328 followups too. If 'no', they're never added to the nosy. |
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329 |
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330 |
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331 Nosy List |
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332 ~~~~~~~~~ |
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333 |
| 1228 | 334 Roundup watches for additions to the "messages" property of items. |
| 335 | |
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336 When a new message is added, it is sent to all the users |
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337 on the "nosy" list for the item that are not already on the "recipients" list |
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338 of the message. Those users are then appended to the "recipients" property on |
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339 the message, so multiple copies of a message are never sent to the same user. |
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340 The journal recorded by the hyperdatabase on the "recipients" property then |
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341 provides a log of when the message was sent to whom. |
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342 |
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343 If the author of the message is also in the nosy list for the item that the |
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344 message is attached to, then the config var ``MESSAGES_TO_AUTHOR`` is queried |
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345 to determine if they get a nosy list copy of the message too. |
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346 |
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347 |
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348 Mail gateway script command line |
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349 -------------------------------- |
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350 |
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351 The roundup mail gateway may be called in one of three ways: |
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352 |
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353 . with an instance home as the only argument, |
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354 . with both an instance home and a mail spool file, or |
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355 . with both an instance home and a pop server account. |
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356 |
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357 It also supports optional -C and -S arguments that allows you to set a |
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358 fields for a class created by the roundup-mailgw. The default class if |
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359 not specified is msg, but the other classes: issue, file, user can |
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360 also be used. The -S or --set options uses the same |
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361 property=value[;property=value] notation accepted by the command line |
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362 roundup command or the commands that can be given on the Subject line |
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363 of an email message. |
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364 |
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365 It can let you set the type of the message on a per email address basis. |
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366 |
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367 PIPE: |
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368 In the first case, the mail gateway reads a single message from the |
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369 standard input and submits the message to the roundup.mailgw module. |
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370 |
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371 UNIX mailbox: |
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372 In the second case, the gateway reads all messages from the mail spool |
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373 file and submits each in turn to the roundup.mailgw module. The file is |
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374 emptied once all messages have been successfully handled. The file is |
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375 specified as:: |
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376 |
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377 mailbox /path/to/mailbox |
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378 |
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379 POP: |
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380 In the third case, the gateway reads all messages from the POP server |
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381 specified and submits each in turn to the roundup.mailgw module. The |
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382 server is specified as:: |
| 1560 | 383 |
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384 pop username:password@server |
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385 |
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386 The username and password may be omitted:: |
| 1560 | 387 |
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388 pop username@server |
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389 pop server |
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390 |
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391 are both valid. The username and/or password will be prompted for if |
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392 not supplied on the command-line. |
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393 |
| 1560 | 394 APOP: |
| 395 Same as POP, but using Authenticated POP:: | |
| 396 | |
| 397 apop username:password@server | |
| 398 | |
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399 |
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400 Command Line Tool |
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401 ================= |
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402 |
| 1098 | 403 The basic usage is:: |
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404 |
| 1098 | 405 Help: |
| 406 roundup-admin -h | |
| 407 roundup-admin help -- this help | |
| 408 roundup-admin help <command> -- command-specific help | |
| 409 roundup-admin help all -- all available help | |
| 410 | |
| 411 Options: | |
| 412 -i instance home -- specify the issue tracker "home directory" to administer | |
| 413 -u -- the user[:password] to use for commands | |
| 414 -c -- when outputting lists of data, just comma-separate them | |
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415 |
| 1098 | 416 Commands: |
| 417 commit | |
| 418 create classname property=value ... | |
| 419 display designator | |
| 420 export [class[,class]] export_dir | |
| 421 find classname propname=value ... | |
| 422 get property designator[,designator]* | |
| 423 help topic | |
| 424 history designator | |
| 425 import import_dir | |
| 426 initialise [adminpw] | |
| 427 install [template [backend [admin password]]] | |
| 428 list classname [property] | |
| 429 pack period | date | |
| 430 reindex | |
| 431 retire designator[,designator]* | |
| 432 rollback | |
| 433 security [Role name] | |
| 434 set designator[,designator]* propname=value ... | |
| 435 specification classname | |
| 436 table classname [property[,property]*] | |
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437 |
| 1098 | 438 Commands may be abbreviated as long as the abbreviation matches only one |
| 439 command, e.g. l == li == lis == list. | |
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440 |
| 1098 | 441 All commands (except help) require a tracker specifier. This is just the |
| 442 path to the roundup tracker you're working with. A roundup tracker is where | |
| 443 roundup keeps the database and configuration file that defines an issue | |
| 444 tracker. It may be thought of as the issue tracker's "home directory". | |
| 445 It may be specified in the environment variable ``TRACKER_HOME`` or on | |
| 446 the command line as "``-i tracker``". | |
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447 |
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448 A designator is a classname and an itemid concatenated, eg. bug1, user10, ... |
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449 Property values are represented as strings in command arguments and in the printed |
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450 results: |
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451 |
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452 - Strings are, well, strings. |
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453 - Password values will display as their encoded value. |
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454 - Date values are printed in the full date format in the local time zone, |
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455 and accepted in the full format or any of the partial formats explained |
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456 below.:: |
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457 |
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458 Input of... Means... |
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459 "2000-04-17.03:45" 2000-04-17.08:45:00 |
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460 "2000-04-17" 2000-04-17.00:00:00 |
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461 "01-25" yyyy-01-25.00:00:00 |
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462 "08-13.22:13" yyyy-08-14.03:13:00 |
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463 "11-07.09:32:43" yyyy-11-07.14:32:43 |
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464 "14:25" yyyy-mm-dd.19:25:00 |
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465 "8:47:11" yyyy-mm-dd.13:47:11 |
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466 "." "right now" |
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467 |
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468 - Link values are printed as item designators. When given as an argument, |
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469 item designators and key strings are both accepted. |
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470 - Multilink values are printed as lists of item designators joined by |
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471 commas. When given as an argument, item designators and key strings are |
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472 both accepted; an empty string, a single item, or a list of items joined |
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473 by commas is accepted. |
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474 |
| 1098 | 475 When multiple items are specified to the roundup get or roundup set |
| 476 commands, the specified properties are retrieved or set on all the listed | |
| 477 items. When multiple results are returned by the roundup get or roundup | |
| 478 find commands, they are printed one per line (default) or joined by commas | |
| 479 (with the "``-c``" option). | |
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480 |
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481 Where the command changes data, a login name/password is required. The login may |
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482 be specified as either "``name``" or "``name:password``". |
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483 |
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484 - ``ROUNDUP_LOGIN`` environment variable |
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485 - the "``-u``" command-line option |
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486 |
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487 If either the name or password is not supplied, they are obtained from the |
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488 command-line. |
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489 |
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490 |
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491 |
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492 ----------------- |
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493 |
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494 Back to `Table of Contents`_ |
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495 |
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496 .. _`Table of Contents`: index.html |
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497 .. _`customisation documentation`: customizing.html |