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annotate doc/upgrading.txt @ 2059:48600089c73d

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email charset fixes
author Richard Jones <richard@users.sourceforge.net>
date Sun, 29 Feb 2004 00:35:55 +0000
parents 31d920b31642
children 2a4309450202
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1 ======================================
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2 Upgrading to newer versions of Roundup
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3 ======================================
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4
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5 Please read each section carefully and edit your tracker home files
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6 accordingly. Note that there is information about upgrade procedures in the
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7 `administration guide`_.
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9 .. contents::
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10
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11 Migrating from 0.6 to 0.7
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12 =========================
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13
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14 0.7.0 Extending the cgi interface
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15 ---------------------------------
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16
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17 Before 0.7.0 adding or extending web actions was done by overriding or adding
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18 methods on the Client class. Though this approach still works to provide
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19 backwards compatibility, it is recommended you upgrade to the new approach, as
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20 described in the `Defining new web actions`__ section of the customization
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21 documentation. You might also want to take a look at the `Using an external
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22 password validation source`__ example.
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23
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24 __ customizing.html#defining-new-web-actions
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25 __ customizing.html#using-an-external-password-validation-source
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26
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27 0.7.0 Getting the current user id
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28 ---------------------------------
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29
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30 Removed Database.curuserid attribute. Any code referencing this attribute
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31 should be replaced with a call to Database.getuid().
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32
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33
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34 0.7.0 Email character set
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35 -------------------------
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36
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37 The default character set for sending email is UTF-8 (ie. Unicode). If you
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38 have users whose email clients can't handle UTF-8 (eg. Eudora) then you
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39 will need to edit the new config.py variable ``EMAIL_CHARSET``.
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40
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41
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42 0.7.0 ZRoundup changes
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43 ----------------------
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44
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45 The templates in your tracker's html directory will need updating if you
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46 wish to use ZRoundup. If you've not modified those files (or some of them),
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47 you may just copy the new versions from the Roundup source in the
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48 templates/classic/html directory.
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49
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50 If you have modified the html files, then you'll need to manually edit them
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51 to change all occurances of special form variables from using the colon ":"
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52 special character to the at "@" special character. That is, variables such
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53 as::
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54
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55 :action :required :template :remove:messages ...
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56
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57 should become:
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58
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59 @action @required @template @remove@messages ...
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60
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61 Note that ``tal:`` statements are unaffected. So are TAL expression type
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62 prefixes such as ``python:`` and ``string:``. Please ask on the
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63 roundup-users mailing list for help if you're unsure.
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64
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65
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66 Migrating from 0.6.x to 0.6.3
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67 =============================
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68
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69 0.6.3 Configuration
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70 -------------------
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71
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72 You will need to copy the file::
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73
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74 templates/classic/detectors/__init__.py
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75
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76 to your tracker's ``detectors`` directory, replacing the one already there.
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77 This fixes a couple of bugs in that file.
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78
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79
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80
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81 Migrating from 0.5 to 0.6
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82 =========================
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83
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84
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85 0.6.0 Configuration
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86 -------------------
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87
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88 Introduced EMAIL_FROM_TAG config variable. This value is inserted into
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89 the From: line of nosy email. If the sending user is "Foo Bar", the
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90 From: line is usually::
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91
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92 "Foo Bar" <issue_tracker@tracker.example>
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93
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94 the EMAIL_FROM_TAG goes inside the "Foo Bar" quotes like so::
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95
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96 "Foo Bar EMAIL_FROM_TAG" <issue_tracker@tracker.example>
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97
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98 I've altered the mechanism in the detectors __init__.py module so that it
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99 doesn't cross-import detectors from other trackers (if you run more than one
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100 in a single roundup-server). This change means that you'll need to copy the
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101 __init__.py from roundup/templates/classic/detectors/__init__.py to your
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102 <tracker home>/detectors/__init__.py. Don't worry, the "classic" __init__ is a
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103 one-size-fits-all, so it'll work even if you've added/removed detectors.
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104
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105 0.6.0 Templating changes
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106 ------------------------
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107
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108 The ``user.item`` template (in the tracker home "templates" directory)
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109 needs to have the following hidden variable added to its form (between the
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110 ``<form...>`` and ``</form>`` tags::
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111
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112 <input type="hidden" name=":template" value="item">
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113
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114
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115 0.6.0 Form handling changes
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116 ---------------------------
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117
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118 Roundup's form handling capabilities have been significantly expanded. This
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119 should not affect users of 0.5 installations - but if you find you're
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120 getting errors from form submissions, please ask for help on the Roundup
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121 users mailing list:
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122
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123 http://lists.sourceforge.net/lists/listinfo/roundup-users
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124
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125 See the customisation doc section on `Form Values`__ for documentation of the
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126 new form variables possible.
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127
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128 __ customizing.html#form-values
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129
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130
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131 0.6.0 Multilingual character set support
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132 ----------------------------------------
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133
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134 Added internationalization support. This is done via encoding all data
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135 stored in roundup database to utf-8 (unicode encoding). To support utf-8 in
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136 web interface you should add the folowing line to your tracker's html/page
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137 and html/_generic.help files inside <head> tag::
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138
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139 <meta http-equiv="Content-Type" content="text/html; charset=utf-8">
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140
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141 Since latin characters in utf-8 have the same codes as in ASCII table, this
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142 modification is optional for users who use only plain latin characters.
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143
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144 After this modification, you will be able to see and enter any world
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145 character via web interface. Data received via mail interface also converted
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146 to utf-8, however only new messages will be converted. If your roundup
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147 database contains some of non-ASCII characters in one of 8-bit encoding,
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148 they will not be visible in new unicode environment. Some of such data (e.g.
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149 user names, keywords, etc) can be edited by administrator, the others
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150 (e.g. messages' contents) is not editable via web interface. Currently there
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151 is no tool for converting such data, the only solution is to close
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152 appropriate old issues and create new ones with the same content.
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153
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154
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155 0.6.0 User timezone support
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156 ---------------------------
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157
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158 From version 0.6.0 roundup supports displaying of Date data in user' local
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159 timezone if he/she has provided timezone information. To make it possible
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160 some modification to tracker's schema and HTML templates are required.
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161 First you must add string property 'timezone' to user class in dbinit.py
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162 like this::
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163
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164 user = Class(db, "user",
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165 username=String(), password=Password(),
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166 address=String(), realname=String(),
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167 phone=String(), organisation=String(),
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168 alternate_addresses=String(),
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169 queries=Multilink('query'), roles=String(),
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170 timezone=String())
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171
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172 And second - html interface. Add following lines to
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173 $TRACKER_HOME/html/user.item template::
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174
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175 <tr>
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176 <th>Timezone</th>
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177 <td tal:content="structure context/timezone/field">timezone</td>
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178 </tr>
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179
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180 After that all users should be able to provide their timezone information.
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181 Timezone should be a positive or negative integer - offset from GMT.
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182
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183 After providing timezone, roundup will show all dates values, found in web
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184 and mail interfaces in local time. It will also accept any Date info in
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185 local time, convert and store it in GMT.
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186
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187
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188 0.6.0 Search page structure
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189 ---------------------------
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190
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191 In order to accomodate query editing the search page has been restructured. If
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192 you want to provide your users with query editing, you should update your
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193 search page using the macros detailed in the customisation doc section
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194 `Searching on categories`__.
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195
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196 __ customizing.html#searching-on-categories
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197
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198 Also, the url field in the query class no longer starts with a '?'. You'll need
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199 to remove this question mark from the url field to support queries. There's
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200 a script in the "tools" directory called ``migrate-queries.py`` that should
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201 automatically change any existing queries for you. As always, make a backup
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202 of your database before running such a script.
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203
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204
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205 0.6.0 Notes for metakit backend users
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206 -------------------------------------
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207
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208 Roundup 0.6.0 introduced searching on ranges of dates and intervals. To
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209 support it, some modifications to interval storing routine were made. So if
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210 your tracker uses metakit backend and your db schema contains intervals
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211 property, searches on that property will not be accurate for db items that
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212 was stored before roundup' upgrade. However all new records should be
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213 searchable on intervals.
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214
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215 It is possible to convert your database to new format: you can export and
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216 import back all your data (consult "Migrating backends" in "Maintenance"
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217 documentation). After this operation all your interval properties should
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218 become searchable.
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219
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220 Users of backends others than metakit should not worry about this issue.
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221
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222
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223 Migrating from 0.4.x to 0.5.0
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224 =============================
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225
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226 This has been a fairly major revision of Roundup:
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227
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228 1. Brand new, much more powerful, flexible, tasty and nutritious templating.
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229 Unfortunately, this means all your current templates are useless. Hopefully
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230 the new documentation and examples will be enough to help you make the
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231 transition. Please don't hesitate to ask on roundup-users for help (or
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232 complete conversions if you're completely stuck)!
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233 2. The database backed got a lot more flexible, allowing Metakit and SQL
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234 databases! The only decent SQL database implemented at present is sqlite,
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235 but others shouldn't be a whole lot more work.
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236 3. A brand new, highly flexible and much more robust security system including
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237 a system of Permissions, Roles and Role assignments to users. You may now
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238 define your own Permissions that may be checked in CGI transactions.
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239 4. Journalling has been made less storage-hungry, so has been turned on
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240 by default *except* for author, recipient and nosy link/unlink events. You
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241 are advised to turn it off in your trackers too.
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242 5. We've changed the terminology from "instance" to "tracker", to ease the
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243 learning curve/impact for new users.
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244 6. Because of the above changes, the tracker configuration has seen some
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245 major changes. See below for the details.
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246
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247 Please, **back up your database** before you start the migration process. This
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248 is as simple as copying the "db" directory and all its contents from your
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249 tracker to somewhere safe.
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250
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251
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252 0.5.0 Configuration
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253 -------------------
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254
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255 First up, rename your ``instance_config.py`` file to just ``config.py``.
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256
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257 Then edit your tracker's ``__init__.py`` module. It'll currently look
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258 like this::
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259
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260 from instance_config import *
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261 try:
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262 from dbinit import *
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263 except ImportError:
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264 pass # in installdir (probably :)
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265 from interfaces import *
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266
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267 and it needs to be::
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268
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269 import config
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270 from dbinit import open, init
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271 from interfaces import Client, MailGW
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272
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273 Due to the new templating having a top-level ``page`` that defines links for
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274 searching, indexes, adding items etc, the following variables are no longer
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275 used:
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276
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277 - HEADER_INDEX_LINKS
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278 - HEADER_ADD_LINKS
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279 - HEADER_SEARCH_LINKS
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280 - SEARCH_FILTERS
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281 - DEFAULT_INDEX
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282 - UNASSIGNED_INDEX
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283 - USER_INDEX
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284 - ISSUE_FILTER
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285
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286 The new security implementation will require additions to the dbinit module,
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287 but also removes the need for the following tracker config variables:
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288
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289 - ANONYMOUS_ACCESS
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290 - ANONYMOUS_REGISTER
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291
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292 but requires two new variables which define the Roles assigned to users who
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293 register through the web and e-mail interfaces:
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294
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295 - NEW_WEB_USER_ROLES
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296 - NEW_EMAIL_USER_ROLES
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297
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298 in both cases, 'User' is a good initial setting. To emulate
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299 ``ANONYMOUS_ACCESS='deny'``, remove all "View" Permissions from the
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300 "Anonymous" Role. To emulate ``ANONYMOUS_REGISTER='deny'``, remove the "Web
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301 Registration" and/or the "Email Registration" Permission from the "Anonymous"
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302 Role. See the section on customising security in the `customisation
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303 documentation`_ for more information.
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304
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305 Finally, the following config variables have been renamed to make more sense:
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306
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307 - INSTANCE_HOME -> TRACKER_HOME
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308 - INSTANCE_NAME -> TRACKER_NAME
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309 - ISSUE_TRACKER_WEB -> TRACKER_WEB
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310 - ISSUE_TRACKER_EMAIL -> TRACKER_EMAIL
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311
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312
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313 0.5.0 Schema Specification
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314 --------------------------
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315
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316 0.5.0 Database backend changes
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317 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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318
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319 Your select_db module in your tracker has changed a fair bit. Where it used
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320 to contain::
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321
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322 # WARNING: DO NOT EDIT THIS FILE!!!
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323 from roundup.backends.back_anydbm import Database
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324
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325 it must now contain::
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326
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327 # WARNING: DO NOT EDIT THIS FILE!!!
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328 from roundup.backends.back_anydbm import Database, Class, FileClass, IssueClass
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329
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330 Yes, I realise the irony of the "DO NOT EDIT THIS FILE" statement :)
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331 Note the addition of the Class, FileClass, IssueClass imports. These are very
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332 important, as they're going to make the next change work too. You now need to
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333 modify the top of the dbinit module in your tracker from::
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334
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335 import instance_config
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336 from roundup import roundupdb
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337 from select_db import Database
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338
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339 from roundup.roundupdb import Class, FileClass
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340
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341 class Database(roundupdb.Database, select_db.Database):
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342 ''' Creates a hybrid database from:
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343 . the selected database back-end from select_db
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344 . the roundup extensions from roundupdb
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345 '''
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346 pass
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347
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348 class IssueClass(roundupdb.IssueClass):
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349 ''' issues need the email information
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350 '''
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351 pass
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352
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353 to::
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354
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355 import config
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356 from select_db import Database, Class, FileClass, IssueClass
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357
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358 Yes, remove the Database and IssueClass definitions and those other imports.
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359 They're not needed any more!
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360
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361 Look for places in dbinit.py where ``instance_config`` is used too, and
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362 rename them ``config``.
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363
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364
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365 0.5.0 Journalling changes
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366 ~~~~~~~~~~~~~~~~~~~~~~~~~
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367
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368 Journalling has been optimised for storage. Journalling of links has been
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369 turned back on by default. If your tracker has a large user base, you may wish
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370 to turn off journalling of nosy list, message author and message recipient
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371 link and unlink events. You do this by adding ``do_journal='no'`` to the Class
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372 initialisation in your dbinit. For example, your *msg* class initialisation
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373 probably looks like this::
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374
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375 msg = FileClass(db, "msg",
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376 author=Link("user"), recipients=Multilink("user"),
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377 date=Date(), summary=String(),
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378 files=Multilink("file"),
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379 messageid=String(), inreplyto=String())
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380
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381 to turn off journalling of author and recipient link events, add
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382 ``do_journal='no'`` to the ``author=Link("user")`` part of the statement,
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383 like so::
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384
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385 msg = FileClass(db, "msg",
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386 author=Link("user", do_journal='no'),
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387 recipients=Multilink("user", do_journal='no'),
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388 date=Date(), summary=String(),
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389 files=Multilink("file"),
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390 messageid=String(), inreplyto=String())
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391
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392 Nosy list link event journalling is actually turned off by default now. If you
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393 want to turn it on, change to your issue class' nosy list, change its
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394 definition from::
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395
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396 issue = IssueClass(db, "issue",
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397 assignedto=Link("user"), topic=Multilink("keyword"),
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398 priority=Link("priority"), status=Link("status"))
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399
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400 to::
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401
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402 issue = IssueClass(db, "issue", nosy=Multilink("user", do_journal='yes'),
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403 assignedto=Link("user"), topic=Multilink("keyword"),
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404 priority=Link("priority"), status=Link("status"))
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405
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406 noting that your definition of the nosy Multilink will override the normal one.
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407
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408
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409 0.5.0 User schema changes
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410 ~~~~~~~~~~~~~~~~~~~~~~~~~
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411
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412 Users have two more properties, "queries" and "roles". You'll have something
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413 like this in your dbinit module now::
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414
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415 user = Class(db, "user",
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416 username=String(), password=Password(),
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417 address=String(), realname=String(),
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418 phone=String(), organisation=String(),
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419 alternate_addresses=String())
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420 user.setkey("username")
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421
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422 and you'll need to add the new properties and the new "query" class to it
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423 like so::
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424
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425 query = Class(db, "query",
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426 klass=String(), name=String(),
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427 url=String())
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428 query.setkey("name")
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429
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430 # Note: roles is a comma-separated string of Role names
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431 user = Class(db, "user",
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432 username=String(), password=Password(),
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433 address=String(), realname=String(),
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434 phone=String(), organisation=String(),
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435 alternate_addresses=String(),
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436 queries=Multilink('query'), roles=String())
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437 user.setkey("username")
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438
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439 The "queries" property is used to store off the user's favourite database
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440 queries. The "roles" property is explained below in `0.5.0 Security
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441 Settings`_.
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442
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443
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444 0.5.0 Security Settings
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445 ~~~~~~~~~~~~~~~~~~~~~~~
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446
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447 See the `security documentation`_ for an explanation of how the new security
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448 system works. In a nutshell though, the security is handled as a four step
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449 process:
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450
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451 1. Permissions are defined as having a name and optionally a hyperdb class
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452 they're specific to,
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453 2. Roles are defined that have one or more Permissions,
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454 3. Users are assigned Roles in their "roles" property, and finally
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455 4. Roundup checks that users have appropriate Permissions at appropriate times
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456 (like editing issues).
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457
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458 Your tracker dbinit module's *open* function now has to define any
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459 Permissions that are specific to your tracker, and also the assignment
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460 of Permissions to Roles. At the moment, your open function
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461 ends with::
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462
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463 import detectors
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464 detectors.init(db)
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465
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466 return db
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467
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468 and what we need to do is insert some commands that will set up the security
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469 parameters. Right above the ``import detectors`` line, you'll want to insert
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470 these lines::
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471
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472 #
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473 # SECURITY SETTINGS
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474 #
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475 # new permissions for this schema
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476 for cl in 'issue', 'file', 'msg', 'user':
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477 db.security.addPermission(name="Edit", klass=cl,
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478 description="User is allowed to edit "+cl)
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479 db.security.addPermission(name="View", klass=cl,
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480 description="User is allowed to access "+cl)
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481
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482 # Assign the access and edit permissions for issue, file and message
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483 # to regular users now
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484 for cl in 'issue', 'file', 'msg':
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485 p = db.security.getPermission('View', cl)
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486 db.security.addPermissionToRole('User', p)
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487 p = db.security.getPermission('Edit', cl)
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488 db.security.addPermissionToRole('User', p)
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489 # and give the regular users access to the web and email interface
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490 p = db.security.getPermission('Web Access')
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491 db.security.addPermissionToRole('User', p)
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492 p = db.security.getPermission('Email Access')
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493 db.security.addPermissionToRole('User', p)
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494
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495 # May users view other user information? Comment these lines out
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496 # if you don't want them to
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497 p = db.security.getPermission('View', 'user')
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498 db.security.addPermissionToRole('User', p)
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499
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500 # Assign the appropriate permissions to the anonymous user's Anonymous
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501 # Role. Choices here are:
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502 # - Allow anonymous users to register through the web
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503 p = db.security.getPermission('Web Registration')
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504 db.security.addPermissionToRole('Anonymous', p)
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505 # - Allow anonymous (new) users to register through the email gateway
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506 p = db.security.getPermission('Email Registration')
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507 db.security.addPermissionToRole('Anonymous', p)
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508 # - Allow anonymous users access to the "issue" class of data
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509 # Note: this also grants access to related information like files,
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510 # messages, statuses etc that are linked to issues
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511 #p = db.security.getPermission('View', 'issue')
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512 #db.security.addPermissionToRole('Anonymous', p)
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513 # - Allow anonymous users access to edit the "issue" class of data
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514 # Note: this also grants access to create related information like
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515 # files and messages etc that are linked to issues
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516 #p = db.security.getPermission('Edit', 'issue')
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517 #db.security.addPermissionToRole('Anonymous', p)
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518
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519 # oh, g'wan, let anonymous access the web interface too
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520 p = db.security.getPermission('Web Access')
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521 db.security.addPermissionToRole('Anonymous', p)
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522
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523 Note in the comments there the places where you might change the permissions
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524 to restrict users or grant users more access. If you've created additional
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525 classes that users should be able to edit and view, then you should add them
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526 to the "new permissions for this schema" section at the start of the security
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527 block. Then add them to the "Assign the access and edit permissions" section
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528 too, so people actually have the new Permission you've created.
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529
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530 One final change is needed that finishes off the security system's
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531 initialisation. We need to add a call to ``db.post_init()`` at the end of the
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532 dbinit open() function. Add it like this::
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533
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534 import detectors
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535 detectors.init(db)
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536
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537 # schema is set up - run any post-initialisation
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538 db.post_init()
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539 return db
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540
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541 You may verify the setup of Permissions and Roles using the new
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542 "``roundup-admin security``" command.
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543
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544
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545 0.5.0 User changes
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546 ~~~~~~~~~~~~~~~~~~
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547
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548 To support all those schema changes, you'll need to massage your user database
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549 a little too, to:
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550
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551 1. make sure there's an "anonymous" user - this user is mandatory now and is
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552 the one that unknown users are logged in as.
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553 2. make sure all users have at least one Role.
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554
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555 If you don't have the "anonymous" user, create it now with the command::
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556
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557 roundup-admin create user username=anonymous roles=Anonymous
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558
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559 making sure the capitalisation is the same as above. Once you've done that,
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560 you'll need to set the roles property on all users to a reasonable default.
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561 The admin user should get "Admin", the anonymous user "Anonymous"
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562 and all other users "User". The ``fixroles.py`` script in the tools directory
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563 will do this. Run it like so (where python is your python 2+ binary)::
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564
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565 python tools/fixroles.py -i <tracker home> fixroles
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566
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567
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568
1008
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569 0.5.0 CGI interface changes
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570 ---------------------------
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571
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572 The CGI interface code was completely reorganised and largely rewritten. The
1089
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573 end result is that this section of your tracker interfaces module will need
1008
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574 changing from::
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575
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576 from roundup import cgi_client, mailgw
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diff changeset
577 from roundup.i18n import _
1008
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578
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579 class Client(cgi_client.Client):
1008
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580 ''' derives basic CGI implementation from the standard module,
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581 with any specific extensions
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parents: 979
diff changeset
582 '''
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
583 pass
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
584
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
585 to::
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
586
1308
bd71c43f0911 fixed upgrading doc to have CGI changes in the correct order
Richard Jones <richard@users.sourceforge.net>
parents: 1271
diff changeset
587 from roundup import mailgw
bd71c43f0911 fixed upgrading doc to have CGI changes in the correct order
Richard Jones <richard@users.sourceforge.net>
parents: 1271
diff changeset
588 from roundup.cgi import client
1008
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
589
1308
bd71c43f0911 fixed upgrading doc to have CGI changes in the correct order
Richard Jones <richard@users.sourceforge.net>
parents: 1271
diff changeset
590 class Client(client.Client):
1008
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
591 ''' derives basic CGI implementation from the standard module,
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
592 with any specific extensions
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
593 '''
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
594 pass
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
595
1034
6afef8529d6c mention cgi script update
Richard Jones <richard@users.sourceforge.net>
parents: 1009
diff changeset
596 You will also need to install the new version of roundup.cgi from the source
6afef8529d6c mention cgi script update
Richard Jones <richard@users.sourceforge.net>
parents: 1009
diff changeset
597 cgi-bin directory if you're using it.
6afef8529d6c mention cgi script update
Richard Jones <richard@users.sourceforge.net>
parents: 1009
diff changeset
598
6afef8529d6c mention cgi script update
Richard Jones <richard@users.sourceforge.net>
parents: 1009
diff changeset
599
1008
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
600 0.5.0 HTML templating
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
601 ---------------------
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
602
1089
43ab730ee194 instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents: 1051
diff changeset
603 You'll want to make a backup of your current tracker html directory. You
1091
d870139aeb5c more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1089
diff changeset
604 should then copy the html directory from the Roundup source "classic" template
d870139aeb5c more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1089
diff changeset
605 and modify it according to your local schema changes.
1008
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
606
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
607 If you need help with the new templating system, please ask questions on the
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
608 roundup-users mailing list (available through the roundup project page on
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
609 sourceforge, http://roundup.sf.net/)
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
610
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
611
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
612 0.5.0 Detectors
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
613 ---------------
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
614
1089
43ab730ee194 instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents: 1051
diff changeset
615 The nosy reactor has been updated to handle the tracker not having an
43ab730ee194 instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents: 1051
diff changeset
616 "assignedto" property on issues. You may want to copy it into your tracker's
1008
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
617 detectors directory. Chances are you've already fixed it though :)
825
0779ea9f1f18 More indexer work:
Richard Jones <richard@users.sourceforge.net>
parents: 798
diff changeset
618
0779ea9f1f18 More indexer work:
Richard Jones <richard@users.sourceforge.net>
parents: 798
diff changeset
619
782
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
620 Migrating from 0.4.1 to 0.4.2
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
621 =============================
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
622
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
623 0.4.2 Configuration
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
624 -------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
625 The USER_INDEX definition introduced in 0.4.1 was too restrictive in its
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
626 allowing replacement of 'assignedto' with the user's userid. Users must change
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
627 the None value of 'assignedto' to 'CURRENT USER' (the string, in quotes) for
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
628 the replacement behaviour to occur now.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
629
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
630 The new configuration variables are:
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
631
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
632 - EMAIL_KEEP_QUOTED_TEXT
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
633 - EMAIL_LEAVE_BODY_UNCHANGED
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
634 - ADD_RECIPIENTS_TO_NOSY
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
635
798
faf164ab8ed9 Docco changes.
Richard Jones <richard@users.sourceforge.net>
parents: 782
diff changeset
636 See the sample configuration files in::
782
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
637
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
638 <roundup source>/roundup/templates/classic/instance_config.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
639
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
640 and::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
641
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
642 <roundup source>/roundup/templates/extended/instance_config.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
643
1008
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
644 and the `customisation documentation`_ for information on how they're used.
782
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
645
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
646
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
647 0.4.2 Changes to detectors
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
648 --------------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
649 You will need to copy the detectors from the distribution into your instance
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
650 home "detectors" directory. If you used the classic schema, the detectors
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
651 are in::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
652
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
653 <roundup source>/roundup/templates/classic/detectors/
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
654
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
655 If you used the extended schema, the detectors are in::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
656
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
657 <roundup source>/roundup/templates/extended/detectors/
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
658
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
659 The change means that schema-specific code has been removed from the
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
660 mail gateway and cgi interface and made into auditors:
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
661
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
662 - nosyreactor.py has now got an updatenosy auditor which updates the nosy
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
663 list with author, recipient and assignedto information.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
664 - statusauditor.py makes the unread or resolved -> chatting changes and
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
665 presets the status of an issue to unread.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
666
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
667 There's also a bug or two fixed in the nosyreactor code.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
668
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
669 0.4.2 HTML templating changes
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
670 -----------------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
671 The link() htmltemplate function now has a "showid" option for links and
1089
43ab730ee194 instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents: 1051
diff changeset
672 multilinks. When true, it only displays the linked item id as the anchor
782
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
673 text. The link value is displayed as a tooltip using the title anchor
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
674 attribute. To use in eg. the superseder field, have something like this::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
675
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
676 <td>
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
677 <display call="field('superseder', showid=1)">
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
678 <display call="classhelp('issue', 'id,title', label='list', width=500)">
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
679 <property name="superseder">
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
680 <br>View: <display call="link('superseder', showid=1)">
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
681 </property>
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
682 </td>
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
683
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
684 The stylesheets have been cleaned up too. You may want to use the newer
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
685 versions in::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
686
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
687 <roundup source>/roundup/templates/<template>/html/default.css
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
688
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
689
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
690
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
691 Migrating from 0.4.0 to 0.4.1
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
692 =============================
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
693
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
694 0.4.1 Files storage
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
695 -------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
696
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
697 Messages and files from newly created issues will be put into subdierectories
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
698 in thousands e.g. msg123 will be put into files/msg/0/msg123, file2003
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
699 will go into files/file/2/file2003. Previous messages are still found, but
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
700 could be put into this structure.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
701
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
702 0.4.1 Configuration
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
703 -------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
704
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
705 To allow more fine-grained access control, the variable used to check
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
706 permission to auto-register users in the mail gateway is now called
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
707 ANONYMOUS_REGISTER_MAIL rather than overloading ANONYMOUS_REGISTER. If the
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
708 variable doesn't exist, then ANONYMOUS_REGISTER is tested as before.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
709
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
710 Configuring the links in the web header is now easier too. The following
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
711 variables have been added to the classic instance_config.py::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
712
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
713 HEADER_INDEX_LINKS - defines the "index" links to be made available
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
714 HEADER_ADD_LINKS - defines the "add" links
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
715 DEFAULT_INDEX - specifies the index view for DEFAULT
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
716 UNASSIGNED_INDEX - specifies the index view for UNASSIGNED
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
717 USER_INDEX - specifies the index view for USER
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
718
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
719 See the <roundup source>/roundup/templates/classic/instance_config.py for more
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
720 information - including how the variables are to be set up. Most users will
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
721 just be able to copy the variables from the source to their instance home. If
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
722 you've modified the header by changing the source of the interfaces.py file in
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
723 the instance home, you'll need to remove that customisation and move it into
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
724 the appropriate variables in instance_config.py.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
725
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
726 The extended schema has similar variables added too - see the source for more
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
727 info.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
728
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
729 0.4.1 Alternate E-Mail Addresses
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
730 --------------------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
731
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
732 If you add the property "alternate_addresses" to your user class, your users
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
733 will be able to register alternate email addresses that they may use to
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
734 communicate with roundup as. All email from roundup will continue to be sent
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
735 to their primary address.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
736
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
737 If you have not edited the dbinit.py file in your instance home directory,
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
738 you may simply copy the new dbinit.py file from the core code. If you used
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
739 the classic schema, the interfaces file is in::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
740
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
741 <roundup source>/roundup/templates/classic/dbinit.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
742
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
743 If you used the extended schema, the file is in::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
744
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
745 <roundup source>/roundup/templates/extended/dbinit.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
746
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
747 If you have modified your dbinit.py file, you need to edit the dbinit.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
748 file in your instance home directory. Find the lines which define the user
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
749 class::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
750
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
751 user = Class(db, "msg",
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
752 username=String(), password=Password(),
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
753 address=String(), realname=String(),
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
754 phone=String(), organisation=String(),
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
755 alternate_addresses=String())
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
756
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
757 You will also want to add the property to the user's details page. The
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
758 template for this is the "user.item" file in your instance home "html"
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
759 directory. Similar to above, you may copy the file from the roundup source if
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
760 you haven't modified it. Otherwise, add the following to the template::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
761
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
762 <display call="multiline('alternate_addresses')">
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
763
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
764 with appropriate labelling etc. See the standard template for an idea.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
765
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
766
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
767
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
768 Migrating from 0.3.x to 0.4.0
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
769 =============================
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
770
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
771 0.4.0 Message-ID and In-Reply-To addition
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
772 -----------------------------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
773 0.4.0 adds the tracking of messages by message-id and allows threading
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
774 using in-reply-to. Most e-mail clients support threading using this
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
775 feature, and we hope to add support for it to the web gateway. If you
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
776 have not edited the dbinit.py file in your instance home directory, you may
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
777 simply copy the new dbinit.py file from the core code. If you used the
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
778 classic schema, the interfaces file is in::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
779
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
780 <roundup source>/roundup/templates/classic/dbinit.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
781
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
782 If you used the extended schema, the file is in::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
783
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
784 <roundup source>/roundup/templates/extended/dbinit.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
785
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
786 If you have modified your dbinit.py file, you need to edit the dbinit.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
787 file in your instance home directory. Find the lines which define the msg
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
788 class::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
789
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
790 msg = FileClass(db, "msg",
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
791 author=Link("user"), recipients=Multilink("user"),
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
792 date=Date(), summary=String(),
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
793 files=Multilink("file"))
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
794
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
795 and add the messageid and inreplyto properties like so::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
796
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
797 msg = FileClass(db, "msg",
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
798 author=Link("user"), recipients=Multilink("user"),
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
799 date=Date(), summary=String(),
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
800 files=Multilink("file"),
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
801 messageid=String(), inreplyto=String())
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
802
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
803 Also, configuration is being cleaned up. This means that your dbinit.py will
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
804 also need to be changed in the open function. If you haven't changed your
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
805 dbinit.py, the above copy will be enough. If you have, you'll need to change
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
806 the line (round line 50)::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
807
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
808 db = Database(instance_config.DATABASE, name)
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
809
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
810 to::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
811
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
812 db = Database(instance_config, name)
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
813
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
814
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
815 0.4.0 Configuration
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
816 --------------------
1096
fa7df238e2d4 More cleaning up of configuration, and the "instance" -> "tracker" renaming.
Richard Jones <richard@users.sourceforge.net>
parents: 1091
diff changeset
817 ``TRACKER_NAME`` and ``EMAIL_SIGNATURE_POSITION`` have been added to the
782
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
818 instance_config.py. The simplest solution is to copy the default values
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
819 from template in the core source.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
820
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
821 The mail gateway now checks ``ANONYMOUS_REGISTER`` to see if unknown users
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
822 are to be automatically registered with the tracker. If it is set to "deny"
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
823 then unknown users will not have access. If it is set to "allow" they will be
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
824 automatically registered with the tracker.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
825
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
826
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
827 0.4.0 CGI script roundup.cgi
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
828 ----------------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
829 The CGI script has been updated with some features and a bugfix, so you should
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
830 copy it from the roundup cgi-bin source directory again. Make sure you update
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
831 the ROUNDUP_INSTANCE_HOMES after the copy.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
832
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
833
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
834 0.4.0 Nosy reactor
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
835 ------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
836 The nosy reactor has also changed - copy the nosyreactor.py file from the core
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
837 source::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
838
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
839 <roundup source>/roundup/templates/<template>/detectors/nosyreactor.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
840
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
841 to your instance home "detectors" directory.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
842
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
843
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
844 0.4.0 HTML templating
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
845 ---------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
846 The field() function was incorrectly implemented - links and multilinks now
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
847 display as text fields when rendered using field(). To display a menu (drop-
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
848 down or select box) you need to use the menu() function.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
849
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
850
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
851
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
852 Migrating from 0.2.x to 0.3.x
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
853 =============================
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
854
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
855 0.3.x Cookie Authentication changes
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
856 -----------------------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
857 0.3.0 introduces cookie authentication - you will need to copy the
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
858 interfaces.py file from the roundup source to your instance home to enable
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
859 authentication. If you used the classic schema, the interfaces file is in::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
860
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
861 <roundup source>/roundup/templates/classic/interfaces.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
862
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
863 If you used the extended schema, the file is in::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
864
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
865 <roundup source>/roundup/templates/extended/interfaces.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
866
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
867 If you have modified your interfaces.Client class, you will need to take
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
868 note of the login/logout functionality provided in roundup.cgi_client.Client
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
869 (classic schema) or roundup.cgi_client.ExtendedClient (extended schema) and
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
870 modify your instance code apropriately.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
871
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
872
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
873 0.3.x Password encoding
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
874 -----------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
875 This release also introduces encoding of passwords in the database. If you
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
876 have not edited the dbinit.py file in your instance home directory, you may
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
877 simply copy the new dbinit.py file from the core code. If you used the
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
878 classic schema, the interfaces file is in::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
879
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
880 <roundup source>/roundup/templates/classic/dbinit.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
881
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
882 If you used the extended schema, the file is in::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
883
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
884 <roundup source>/roundup/templates/extended/dbinit.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
885
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
886
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
887 If you have modified your dbinit.py file, you may use encoded passwords:
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
888
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
889 1. Edit the dbinit.py file in your instance home directory
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
890 a. At the first code line of the open() function::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
891
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
892 from roundup.hyperdb import String, Date, Link, Multilink
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
893
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
894 alter to include Password, as so::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
895
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
896 from roundup.hyperdb import String, Password, Date, Link, Multilink
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
897
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
898 b. Where the password property is defined (around line 66)::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
899
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
900 user = Class(db, "user",
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
901 username=String(), password=String(),
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
902 address=String(), realname=String(),
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
903 phone=String(), organisation=String())
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
904 user.setkey("username")
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
905
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
906 alter the "password=String()" to "password=Password()"::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
907
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
908 user = Class(db, "user",
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
909 username=String(), password=Password(),
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
910 address=String(), realname=String(),
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
911 phone=String(), organisation=String())
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
912 user.setkey("username")
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
913
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
914 2. Any existing passwords in the database will remain cleartext until they
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
915 are edited. It is recommended that at a minimum the admin password be
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
916 changed immediately::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
917
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
918 roundup-admin -i <instance home> set user1 password=<new password>
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
919
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
920
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
921 0.3.x Configuration
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
922 -------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
923 FILTER_POSITION, ANONYMOUS_ACCESS, ANONYMOUS_REGISTER have been added to
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
924 the instance_config.py. Simplest solution is to copy the default values from
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
925 template in the core source.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
926
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
927 MESSAGES_TO_AUTHOR has been added to the IssueClass in dbinit.py. Set to 'yes'
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
928 to send nosy messages to the author. Default behaviour is to not send nosy
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
929 messages to the author. You will need to add MESSAGES_TO_AUTHOR to your
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
930 dbinit.py in your instance home.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
931
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
932
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
933 0.3.x CGI script roundup.cgi
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
934 ----------------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
935 There have been some structural changes to the roundup.cgi script - you will
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
936 need to install it again from the cgi-bin directory of the source
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
937 distribution. Make sure you update the ROUNDUP_INSTANCE_HOMES after the
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
938 copy.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
939
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
940
1008
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
941 .. _`customisation documentation`: customizing.html
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
942 .. _`security documentation`: security.html
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents: 1911
diff changeset
943 .. _`administration guide`: admin.html
Roundup Issue Tracker: http://roundup-tracker.org/