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config option to limit nosy attachments based on size reworking of patch [SF#772323] from Philipp Gortan It tries to avoid reading the file contents just to get the file size but that was too hard for metakit backends. They don't inherit from blobfiles.FileStorage which makes it more challenging. Really that backend should be reworked to inherit from FileStorage. I'm not sure I like the default being sys.maxint. Maybe have 0 == unlimited? But what if someone really wanted to set it to 0 to mean "don't attach anything"?
author Justus Pendleton <jpend@users.sourceforge.net>
date Mon, 03 Sep 2007 17:14:09 +0000
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children 679118b572d5
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1 ====================
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2 Administration Guide
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3 ====================
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4
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5 :Version: $Revision: 1.24 $
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6
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7 .. contents::
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8
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9 What does Roundup install?
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10 ==========================
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11
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12 There's two "installations" that we talk about when using Roundup:
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13
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14 1. The installation of the software and its support files. This uses the
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15 standard Python mechanism called "distutils" and thus Roundup's core code,
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16 executable scripts and support data files are installed in Python's
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17 directories. On Windows, this is typically:
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18
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19 Scripts
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20 ``<python dir>\scripts\...``
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21 Core code
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22 ``<python dir>\lib\site-packages\roundup\...``
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23 Support files
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24 ``<python dir>\share\roundup\...``
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25
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26 and on Unix-like systems (eg. Linux):
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27
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28 Scripts
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29 ``<python root>/bin/...``
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30 Core code
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31 ``<python root>/lib-<python version>/site-packages/roundup/...``
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32 Support files
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33 ``<python root>/share/roundup/...``
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34
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35 2. The installation of a specific tracker. When invoking the roundup-admin
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36 "inst" (and "init") commands, you're creating a new Roundup tracker. This
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37 installs configuration files, HTML templates, detector code and a new
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38 database. You have complete control over where this stuff goes through
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39 both choosing your "tracker home" and the ``main`` -> ``database`` variable
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40 in the tracker's config.ini.
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42
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43 Configuring Roundup's Logging of Messages For Sysadmins
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44 =======================================================
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45
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46 You may configure where Roundup logs messages in your tracker's config.ini
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47 file. Roundup will use the standard Python (2.3+) logging implementation
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48 when available. If not, then a very basic logging implementation will be used
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49 (see BasicLogging in the roundup.rlog module for details).
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50
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51 Configuration for standard "logging" module:
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52 - tracker configuration file specifies the location of a logging
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53 configration file as ``logging`` -> ``config``
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54 - ``roundup-server`` specifies the location of a logging configuration
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55 file on the command line
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56 Configuration for "BasicLogging" implementation:
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57 - tracker configuration file specifies the location of a log file
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58 ``logging`` -> ``filename``
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59 - tracker configuration file specifies the level to log to as
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60 ``logging`` -> ``level``
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61 - ``roundup-server`` specifies the location of a log file on the command
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62 line
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63 - ``roundup-server`` specifies the level to log to on the command line
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64
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65 (``roundup-mailgw`` always logs to the tracker's log file)
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66
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67 In both cases, if no logfile is specified then logging will simply be sent
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68 to sys.stderr with only logging of ERROR messages.
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69
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70
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71 Configuring roundup-server
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72 ==========================
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73
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74 The basic configuration file layout is as follows (take from the
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75 ``roundup-server.ini.example`` file in the "doc" directory)::
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76
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77 [main]
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78 port = 8080
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79 ;hostname =
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80 ;user =
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81 ;group =
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82 ;log_ip = yes
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83 ;pidfile =
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84 ;logfile =
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85 ;template =
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86
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87 [trackers]
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88 ; Add one of these per tracker being served
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89 name = /path/to/tracker/name
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90
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91 Values ";commented out" are optional. The meaning of the various options
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92 are as follows:
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93
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94 **port**
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95 Defines the local TCP port to listen for clients on.
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96 **hostname**
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97 Defines the local hostname to listen for clients on. Only required if
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98 "localhost" is not sufficient.
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99 **user** and **group**
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100 Defines the Unix user and group to run the server as. Only work if the
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101 server is started as root.
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102 **log_ip**
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103 If ``yes`` then we log IP addresses against accesses. If ``no`` then we
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104 log the hostname of the client. The latter can be much slower.
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105 **pidfile**
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106 If specified, the server will fork at startup and write its new PID to
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107 the file.
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108 **logfile**
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109 Any unhandled exception messages or other output from Roundup will be
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110 written to this file. It must be specified if **pidfile** is specified.
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111 If per-tracker logging is specified, then very little will be written to
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112 this file.
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113 **template**
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114 Specifies a template used for displaying the tracker index when
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115 multiple trackers are being used. The variable "trackers" is available
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116 to the template and is a dict of all configured trackers.
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117 **trackers** section
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118 Each line denotes a mapping from a URL component to a tracker home.
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119 Make sure the name part doesn't include any url-unsafe characters like
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120 spaces. Stick to alphanumeric characters and you'll be ok.
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122
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123 Users and Security
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124 ==================
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125
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126 Roundup holds its own user database which primarily contains a username,
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127 password and email address for the user. Roundup *must* have its own user
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128 listing, in order to maintain internal consistency of its data. It is a
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129 relatively simple exercise to update this listing on a regular basis, or on
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130 demand, so that it matches an external listing (eg. unix passwd file, LDAP,
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131 etc.)
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132
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133 Roundup identifies users in a number of ways:
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134
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135 1. Through the web, users may be identified by either HTTP Basic
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136 Authentication or cookie authentication. If you are running the web
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137 server (roundup-server) through another HTTP server (eg. apache or IIS)
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138 then that server may require HTTP Basic Authentication, and it will pass
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139 the ``REMOTE_USER`` variable through to Roundup. If this variable is not
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140 present, then Roundup defaults to using its own cookie-based login
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141 mechanism.
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142 2. In email messages handled by roundup-mailgw, users are identified by the
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143 From address in the message.
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144
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145 In both cases, Roundup's behaviour when dealing with unknown users is
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146 controlled by Permissions defined in the "SECURITY SETTINGS" section of the
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147 tracker's ``schema.py`` module:
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148
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149 Web Registration
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150 If granted to the Anonymous Role, then anonymous users will be able to
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151 register through the web.
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152 Email Registration
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153 If granted to the Anonymous Role, then email messages from unknown users
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154 will result in those users being registered with the tracker.
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155
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156 More information about how to customise your tracker's security settings
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157 may be found in the `customisation documentation`_.
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158
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159
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160 Tasks
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161 =====
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162
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163 Maintenance of Roundup can involve one of the following:
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164
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165 1. `tracker backup`_
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166 2. `software upgrade`_
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167 3. `migrating backends`_
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168 4. `moving a tracker`_
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169 5. `migrating from other software`_
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170 6. `adding a user from the command-line`_
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171
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172
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173 Tracker Backup
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174 --------------
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175
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176 Stop the web and email frontends and to copy the contents of the tracker home
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177 directory to some other place using standard backup tools.
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178
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179
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180 Software Upgrade
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181 ----------------
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182
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183 Always make a backup of your tracker before upgrading software. Steps you may
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184 take:
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185
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186 1. Ensure that the unit tests run on your system::
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187
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188 python run_tests.py
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189
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190 2. If you're using an RDBMS backend, make a backup of its contents now.
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191 3. Make a backup of the tracker home itself.
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192 4. Stop the tracker web and email frontends.
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193 5. Follow the steps in the `upgrading documentation`_ for the new version of
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194 the software in the copied.
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195 6. You may test each of the admin tool, web interface and mail gateway using
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196 the new version of the software. To do this, invoke the scripts directly
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197 in the source directory with::
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198
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199 PYTHONPATH=. python roundup/scripts/roundup_server.py <normal arguments>
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200 PYTHONPATH=. python roundup/scripts/roundup_admin.py <normal arguments>
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201 PYTHONPATH=. python roundup/scripts/roundup_mailgw.py <normal arguments>
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202
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203 Note that on Windows, this would read::
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204
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205 C:\sources\roundup-0.7.4> SET PYTHONPATH=.
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206 C:\sources\roundup-0.7.4> python roundup/scripts/roundup_server.py <normal arguments>
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207
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208 7. Once you're comfortable that the upgrade will work using that copy, you
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209 should install the new version of the software::
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210
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211 python setup.py install
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212
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213 8. Restart your tracker web and email frontends.
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214
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215 If something bad happens, you may reinstate your backup of the tracker and
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216 reinstall the older version of the sofware using the same install command::
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217
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218 python setup.py install
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219
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220
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221 Migrating Backends
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222 ------------------
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223
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224 1. Stop the existing tracker web and email frontends (preventing changes).
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225 2. Use the roundup-admin tool "export" command to export the contents of
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226 your tracker to disk.
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227 3. Copy the tracker home to a new directory.
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228 4. Delete the "db" directory from the new directory.
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229 5. Enter the new backend name in the tracker home ``db/backend_name`` file.
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230 6. Use the roundup-admin "import" command to import the previous export with
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231 the new tracker home. If non-interactively::
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232
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233 roundup-admin -i <tracker home> import <tracker export dir>
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234
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235 If interactively, enter 'commit' before exitting.
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236 7. Test each of the admin tool, web interface and mail gateway using the new
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237 backend.
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238 8. Move the old tracker home out of the way (rename to "tracker.old") and
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239 move the new tracker home into its place.
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240 9. Restart web and email frontends.
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241
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242
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243 Moving a Tracker
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244 ----------------
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245
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246 If you're moving the tracker to a similar machine, you should:
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247
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248 1. install Roundup on the new machine and test that it works there,
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249 2. stop the existing tracker web and email frontends (preventing changes),
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250 3. copy the tracker home directory over to the new machine, and
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251 4. start the tracker web and email frontends on the new machine.
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252
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253 Most of the backends are actually portable across platforms (ie. from Unix to
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254 Windows to Mac). If this isn't the case (ie. the tracker doesn't work when
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255 moved using the above steps) then you'll need to:
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256
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257 1. install Roundup on the new machine and test that it works there,
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258 2. stop the existing tracker web and email frontends (preventing changes),
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259 3. use the roundup-admin tool "export" command to export the contents of
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260 the existing tracker,
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261 4. copy the export to the new machine,
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262 5. use the roundup-admin "import" command to import the tracker on the new
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263 machine, and
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264 6. start the tracker web and email frontends on the new machine.
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265
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266
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267 Migrating From Other Software
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268 -----------------------------
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269
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270 You have a couple of choices. You can either use a CSV import into Roundup,
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271 or you can write a simple Python script which uses the Roundup API
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272 directly. The latter is almost always simpler -- see the "scripts"
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273 directory in the Roundup source for some example uses of the API.
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274
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275 "roundup-admin import" will import data into your tracker from a
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276 directory containing files with the following format:
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277
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278 - one colon-separated-values file per Class with columns for each property,
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279 named <classname>.csv
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280 - one colon-separated-values file per Class with journal information,
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281 named <classname>-journals.csv (this is required, even if it's empty)
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282 - if the Class is a FileClass, you may have the "content" property
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283 stored in separate files from the csv files. This goes in a directory
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284 structure::
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285
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286 <classname>-files/<N>/<designator>
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287
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288 where ``<designator>`` is the item's ``<classname><id>`` combination.
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289 The ``<N>`` value is ``int(<id> / 1000)``.
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290
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291
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292 Adding A User From The Command-Line
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293 -----------------------------------
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294
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295 The ``roundup-admin`` program can create any data you wish to in the
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296 database. To create a new user, use::
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297
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298 roundup-admin create user
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299
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300 To figure out what good values might be for some of the fields (eg. Roles)
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301 you can just display another user::
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302
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303 roundup-admin list user
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304
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305 (or if you know their username, and it happens to be "richard")::
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306
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307 roundup-admin find username=richard
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308
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309 then using the user id you get from one of the above commands, you may
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310 display the user's details::
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311
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312 roundup-admin display <userid>
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313
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314
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315 Running the Servers
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316 ===================
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317
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318 Unix
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319 ----
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320
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321 On Unix systems, use the scripts/server-ctl script to control the
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322 roundup-server server. Copy it somewhere and edit the variables at the top
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323 to reflect your specific installation.
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324
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325
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326 Windows
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327 -------
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328
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329 On Windows, the roundup-server program runs as a Windows Service, and
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330 therefore may be controlled through the Services control panel. The
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331 roundup-server program may also control the service directly:
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332
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333 **install the service**
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334 ``roundup-server -C /path/to/my/roundup-server.ini -c install``
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335 **start the service**
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336 ``roundup-server -c start``
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337 **stop the service**
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338 ``roundup-server -c stop``
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339
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340 To bring up the services panel:
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341
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342 Windows 2000 and later
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343 Start/Control Panel/Administrative Tools/Services
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344 Windows NT4
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345 Start/Control Panel/Services
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346
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347 You will need a server configuration file (as described in
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348 `Configuring roundup-server`_) for specifying tracker homes
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349 and other roundup-server configuration. Specify the name of
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350 this file using the ``-C`` switch when installing the service.
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351
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352 Running the Mail Gateway Script
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353 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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354
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355 The mail gateway script should be scheduled to run regularly on your
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356 Windows server. Normally this will result in a window popping up. The
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357 solution to this is to:
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358
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359 1. Create a new local account on the Roundup server
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360 2. Set the scheduled task to run in the context of this user instead
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361 of your normal login
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362
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363
2003
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364 -------------------
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365
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366 Back to `Table of Contents`_
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367
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368 .. _`Table of Contents`: index.html
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369 .. _`customisation documentation`: customizing.html
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370 .. _`upgrading documentation`: upgrading.html
Roundup Issue Tracker: http://roundup-tracker.org/