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annotate doc/user_guide.txt @ 1286:4cbbdcf449f6 0.5.1

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pre-release checkin
author Richard Jones <richard@users.sourceforge.net>
date Wed, 16 Oct 2002 06:55:17 +0000
parents 2feb3e0a9955
children 28ae91aae74f
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1 ==========
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2 User Guide
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3 ==========
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4
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5 :Version: $Revision: 1.11 $
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6
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7 .. contents::
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8
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9 Note: this document will refer to *issues* as the primary store of information
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10 in the tracker. This is the default of the classic template, bubt may vary in
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11 any given installation.
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12
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13 Your Tracker in a Nutshell
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14 ==========================
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15
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16 Your tracker holds information about issues in bundles we call *items*. An
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17 item may be an *issue* (a bug or feature request) or a *user*. The issue-ness or
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18 user-ness is called the item's *class*. So, for bug reports and features, the
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19 class is "issue", and for users the class is "user".
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20
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21 Each item in the tracker has an id number that identifies it along with its
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22 item class. To identify a particular issue or user, we combine the class with
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23 the number to create a unique label, so that user 1 (who, incidentally, is
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24 *always* the "admin" user) is referred to as "user1". Issue number 315 is
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25 referred to as "issue315". We call that label the item's *designator*.
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26
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27 Accessing the Tracker
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28 ---------------------
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29
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30 You may access your tracker through one of three ways:
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31
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32 1. through the `web interface`_,
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33 2. through the `e-mail gateway`_, or
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34 3. using the `command line tool`_.
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35
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36 The last is usually only used by administrators. Most users will use the web
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37 and email interfaces. All three are explained below.
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38
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40 Web Interface
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41 =============
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42
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43 Note: this document contains screenshots of the default look and feel. Your
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44 site may have a slightly (or very) different look, but the functionality will
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45 be very similar, and the concepts still hold.
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46
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47 The web interface is broken up into the following parts:
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48
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49 1. `lists of items`_,
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50 2. `display, edit or entry of an item`_, and
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51 3. `searching page`_.
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52
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53
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54 Lists of Items
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55 --------------
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56
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57 The first thing you'll see when you log into Roundup will be a list of open
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58 (ie. not resolved) issues. This list has been generated by a bunch of controls
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59 `under the covers`_ but for now, you can see something like:
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60
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61 .. img: images/index_logged_out.png
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62
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63 The screen is divided up into three sections:
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64
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65 .. img: images/page_layout.png
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66
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67 you may either register or log in. Registration takes you to:
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68
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69 .. img: images/registration.png
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70
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71 Once you're logged in, the screen changes slightly to:
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72
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73 .. img: images/index_logged_in.png
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74
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75 Note that the sidebar menu has changed slightly, so you can now get to your
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76 "My Details" page:
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77
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78 .. img: images/my_details.png
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79
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80 Note the new information on this page - the history.
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81
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82
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83 Display, edit or entry of an item
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84 ---------------------------------
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85
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86 Create a new issue with "create new" under the issue subheading. This will
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87 take you to:
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88
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89 .. img: images/new_issue.png
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90
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91 The `nosy list`_ is explained below.
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92 Enter some information and click "submit new entry" and you'll be rewarded
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93 with:
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94
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95 .. img: images/new_issue_created.png
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96
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97 or, if you don't enter all the required information (or some other error
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98 occurs) you'll get something like:
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99
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100 .. img: images/new_issue_error.png
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101
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102
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103 Searching Page
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104 --------------
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105
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106 XXX: some information about how searching works
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107
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108
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109 Under the covers
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110 ----------------
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111
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112 Index views may be modified by the following arguments:
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113
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114 ========== =============================================================
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115 Argument Description
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116 ========== =============================================================
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117 :sort sort by prop name, optionally preceeded with '-'
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118 to give descending or nothing for ascending sorting.
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119 :group group by prop name, optionally preceeded with '-' or
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120 to sort in descending or nothing for ascending order.
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121 :filter selects which props should be displayed in the filter
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122 section. Default is all.
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123 :columns selects the columns that should be displayed.
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124 Default is all.
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125 propname selects the values the item properties given by propname
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126 must have (very basic search/filter).
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127 ========== =============================================================
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128
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129 Access Controls
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130 ---------------
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131
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132 XXX
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133
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134
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135 E-Mail Gateway
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136 ==============
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137
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138 E-mail sent to Roundup is examined for several pieces of information:
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139
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140 1. `subject-line information`_ identifying the purpose of the e-mail
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141 2. `e-mail message content`_ which is to be extracted
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142 3. e-mail attachments which should be associated with the message
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143
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144 Subject-line information
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145 ------------------------
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146
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147 The subject line of the incoming message is examined to find one of:
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148
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149 1. the item that the message is responding to,
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150 2. the type of item the message should create, or
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151 3. we default the item class and try some trickiness
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152
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153 If the subject line contains a prefix in ``[square brackets]`` then we're
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154 looking at case 1 or 2 above. Note that any "re:" or "fwd:" prefixes are
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155 stripped off the subject line before we start looking for real information.
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156
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157 If an item designator (class name and id number, for example ``issue123``)
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158 is found there, a new "msg" item is added to the "messages" property for
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159 that item, and any new "file" items are added to the "files" property for
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160 the item.
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161
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162 If just an item class name is found there, we attempt to create a new item of
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163 that class with its "messages" property initialized to contain the new "msg"
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164 item and its "files" property initialized to contain any new "file" items.
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165
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166 The third case above - where no ``[information]`` is provided, the tracker's
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167 ``MAIL_DEFAULT_CLASS`` configuration variable defines what class of item
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168 the message relates to. We try to match the subject line to an existing
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169 item of the default class, and if there's a match, the message is related to
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170 that matched item. If not, then a new item of the default class is created.
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171
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172 Setting Properties
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173 ~~~~~~~~~~~~~~~~~~
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174
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175 The e-mail interface also provides a simple way to set properties on items. At
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176 the end of the subject line, propname=value pairs can be specified in square
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177 brackets, using the same conventions as for the roundup set shell command.
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178
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179 For example,
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180
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181 - setting the priority of an issue::
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182
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183 Subject: Re: [issue1] the coffee machine is broken! [priority=urgent]
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184
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185 - adding yourself to a nosy list::
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186
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187 Subject: Re: [issue2] we're out of widgets [nosy=+richard]
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188
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189 - setting the nosy list to just you and cliff::
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190
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191 Subject: Re: [issue2] we're out of widgets [nosy=richard,cliff]
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192
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193 - removing yourself from a nosy list and setting the priority::
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194
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195 Subject: Re: [issue2] we're out of widgets [nosy=-richard;priority=bug]
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196
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197 In all cases, the message relates to issue 2. The ``Re:`` prefix is stripped
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198 off.
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199
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200
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201 Automatic Properties
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202 ~~~~~~~~~~~~~~~~~~~~
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203
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204 **status of new issues**
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205 When a new message is received that is not identified as being related to an
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206 existing issue, it creates a new issue. The status of the new issue is
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207 defaulted to "unread".
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208
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209 **reopening of resolved issues**
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210 When a message is is received for a resolved issue, the issue status is
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211 automatically reset to "chatting" to indicate new information has been
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212 received.
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213
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214
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215 E-Mail Message Content
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216 ----------------------
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217
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218 Roundup only associates plain text (MIME type ``text/plain``) as messages for
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219 items. Any other parts of a message are associated as downloadable files. If
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220 no plain text part is found, the message is rejected.
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221
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222 To do this, incoming messages are examined for multiple parts:
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223
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224 * In a multipart/mixed message or part, each subpart is extracted and
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225 examined. The text/plain subparts are assembled to form the textual body
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226 of the message, to be stored in the file associated with a "msg" class
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227 item. Any parts of other types are each stored in separate files and
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228 given "file" class items that are linked to the "msg" item.
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229 * In a multipart/alternative message or part, we look for a text/plain
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230 subpart and ignore the other parts.
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231
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232 If the message is a response to a previous message, and contains quoted
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233 sections, then these will be stripped out of the message if the
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234 ``EMAIL_KEEP_QUOTED_TEXT`` configuration variable is set to ``'no'``.
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235
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236 Message summary
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237 ~~~~~~~~~~~~~~~
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238
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239 The "summary" property on message items is taken from the first non-quoting
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240 section in the message body. The message body is divided into sections by blank
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241 lines. Sections where the second and all subsequent lines begin with a ">" or
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242 "|" character are considered "quoting sections". The first line of the first
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243 non-quoting section becomes the summary of the message.
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244
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245
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246 Address handling
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247 ----------------
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248
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249 All of the addresses in the ``To:`` and ``Cc:`` headers of the incoming
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250 message are
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251 looked up among the tracker users, and the corresponding users are placed
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252 in the
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253 "recipients" property on the new "msg" item. The address in the ``From:`` header
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254 similarly determines the "author" property of the new "msg" item. The default
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255 handling for addresses that don't have corresponding users is to create new
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256 users with no passwords and a username equal to the address.
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257
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258 The addresses mentioned in the ``To:``, ``From:`` and ``Cc:`` headers of
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259 the message may be added to the `nosy list`_ depending on:
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260
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261 ``ADD_AUTHOR_TO_NOSY``
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262 Does the author of a message get placed on the nosy list automatically?
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263 If 'new' is used, then the author will only be added when a message
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264 creates a new issue. If 'yes', then the author will be added on followups
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265 too. If 'no', they're never added to the nosy.
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266
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267 ``ADD_RECIPIENTS_TO_NOSY``
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268 Do the recipients (To:, Cc:) of a message get placed on the nosy list?
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269 If 'new' is used, then the recipients will only be added when a message
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270 creates a new issue. If 'yes', then the recipients will be added on
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271 followups too. If 'no', they're never added to the nosy.
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272
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273
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274 Nosy List
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275 ~~~~~~~~~
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276
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277 Roundup watches for additions to the "messages" property of items.
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278
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279 When a new message is added, it is sent to all the users
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280 on the "nosy" list for the item that are not already on the "recipients" list
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281 of the message. Those users are then appended to the "recipients" property on
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282 the message, so multiple copies of a message are never sent to the same user.
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283 The journal recorded by the hyperdatabase on the "recipients" property then
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284 provides a log of when the message was sent to whom.
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285
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286 If the author of the message is also in the nosy list for the item that the
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287 message is attached to, then the config var ``MESSAGES_TO_AUTHOR`` is queried
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288 to determine if they get a nosy list copy of the message too.
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289
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290
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291 Command Line Tool
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292 =================
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293
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294 The basic usage is::
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295
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296 Help:
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297 roundup-admin -h
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298 roundup-admin help -- this help
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299 roundup-admin help <command> -- command-specific help
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300 roundup-admin help all -- all available help
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301
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302 Options:
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303 -i instance home -- specify the issue tracker "home directory" to administer
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304 -u -- the user[:password] to use for commands
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305 -c -- when outputting lists of data, just comma-separate them
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306
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307 Commands:
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308 commit
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309 create classname property=value ...
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310 display designator
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311 export [class[,class]] export_dir
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312 find classname propname=value ...
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313 get property designator[,designator]*
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314 help topic
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315 history designator
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316 import import_dir
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317 initialise [adminpw]
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318 install [template [backend [admin password]]]
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319 list classname [property]
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320 pack period | date
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321 reindex
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322 retire designator[,designator]*
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323 rollback
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324 security [Role name]
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325 set designator[,designator]* propname=value ...
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326 specification classname
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327 table classname [property[,property]*]
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328
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329 Commands may be abbreviated as long as the abbreviation matches only one
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330 command, e.g. l == li == lis == list.
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331
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332 All commands (except help) require a tracker specifier. This is just the
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333 path to the roundup tracker you're working with. A roundup tracker is where
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334 roundup keeps the database and configuration file that defines an issue
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335 tracker. It may be thought of as the issue tracker's "home directory".
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336 It may be specified in the environment variable ``TRACKER_HOME`` or on
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337 the command line as "``-i tracker``".
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338
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339 A designator is a classname and an itemid concatenated, eg. bug1, user10, ...
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340 Property values are represented as strings in command arguments and in the printed
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341 results:
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342
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343 - Strings are, well, strings.
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344 - Password values will display as their encoded value.
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345 - Date values are printed in the full date format in the local time zone,
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346 and accepted in the full format or any of the partial formats explained
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347 below.::
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348
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349 Input of... Means...
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350 "2000-04-17.03:45" 2000-04-17.08:45:00
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351 "2000-04-17" 2000-04-17.00:00:00
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352 "01-25" yyyy-01-25.00:00:00
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353 "08-13.22:13" yyyy-08-14.03:13:00
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354 "11-07.09:32:43" yyyy-11-07.14:32:43
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355 "14:25" yyyy-mm-dd.19:25:00
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356 "8:47:11" yyyy-mm-dd.13:47:11
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357 "." "right now"
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358
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359 - Link values are printed as item designators. When given as an argument,
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360 item designators and key strings are both accepted.
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361 - Multilink values are printed as lists of item designators joined by
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362 commas. When given as an argument, item designators and key strings are
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363 both accepted; an empty string, a single item, or a list of items joined
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364 by commas is accepted.
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365
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366 When multiple items are specified to the roundup get or roundup set
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367 commands, the specified properties are retrieved or set on all the listed
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368 items. When multiple results are returned by the roundup get or roundup
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369 find commands, they are printed one per line (default) or joined by commas
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370 (with the "``-c``" option).
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371
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372 Where the command changes data, a login name/password is required. The login may
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373 be specified as either "``name``" or "``name:password``".
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374
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375 - ``ROUNDUP_LOGIN`` environment variable
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376 - the "``-u``" command-line option
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377
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378 If either the name or password is not supplied, they are obtained from the
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379 command-line.
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380
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381
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382
686
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383 -----------------
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384
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385 Back to `Table of Contents`_
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386
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387 .. _`Table of Contents`: index.html
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388
Roundup Issue Tracker: http://roundup-tracker.org/