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doc: classhelper translation, advanced config w/ roles endpoint Added info on how to translate default title and data-popup-title. Also added advanced config section on deploying a new roles rest endpoint and changing classhelper to use it.
author John Rouillard <rouilj@ieee.org>
date Tue, 21 May 2024 20:03:56 -0400
parents fe0348bbe45b
children 16c2e2849fd6
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1 .. meta::
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2 :description:
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3 How to administer, backup, upgrade a Roundup installation.
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4 System and user security, configuring web compression,
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5 documentation on using roundup-server and running
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6 roundup-admin.
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7
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8
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9 ====================
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10 Administration Guide
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11 ====================
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12
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13 .. contents::
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14 :local:
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15
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16 What does Roundup install?
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17 ==========================
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18
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19 There's two "installations" that we talk about when using Roundup:
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20
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21 1. The installation of the software and its support files. This uses the
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22 standard Python mechanism called "setuptools" and thus Roundup's core code,
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23 executable scripts and support data files are installed in Python's
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24 directories. On Windows, this is typically:
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25
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26 Scripts
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27 ``<python dir>\scripts\...``
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28 Core code
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29 ``<python dir>\lib\site-packages\roundup\...``
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30 Support files
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31 ``<python dir>\share\roundup\...``
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32
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33 and on Unix-like systems (eg. Linux):
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34
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35 Scripts
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36 ``<python root>/bin/...``
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37 Core code
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38 ``<python root>/lib-<python version>/site-packages/roundup/...``
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39 Support files
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40 ``<python root>/share/roundup/...``
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41
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42 2. The installation of a specific tracker. When invoking the roundup-admin
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43 "inst" (and "init") commands, you're creating a new Roundup tracker. This
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44 installs configuration files, HTML templates, detector code and a new
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45 database. You have complete control over where this stuff goes through
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46 both choosing your "tracker home" and the ``main`` -> ``database`` variable
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47 in the tracker's config.ini.
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49
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50 Configuring Roundup's Logging of Messages For Sysadmins
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51 =======================================================
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52
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53 You may configure where Roundup logs messages in your tracker's config.ini
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54 file. Roundup will use the standard Python (2.3+) logging implementation.
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55
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56 Configuration for standard "logging" module:
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57 - tracker configuration file specifies the location of a logging
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58 configration file as ``logging`` -> ``config``
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59 - ``roundup-server`` specifies the location of a logging configuration
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60 file on the command line
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61 Configuration for "BasicLogging" implementation:
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62 - tracker configuration file specifies the location of a log file
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63 ``logging`` -> ``filename``
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64 - tracker configuration file specifies the level to log to as
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65 ``logging`` -> ``level``
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66 - ``roundup-server`` specifies the location of a log file on the command
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67 line
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68 - ``roundup-server`` specifies the level to log to on the command line
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70 (``roundup-mailgw`` always logs to the tracker's log file)
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71
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72 In both cases, if no logfile is specified then logging will simply be sent
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73 to sys.stderr with only logging of ERROR messages.
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76 Configuring roundup-server
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77 ==========================
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78
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79 The basic configuration file is as follows (taken from the
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80 ``roundup-server.ini.example`` file in the "doc" directory)::
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81
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82 [main]
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83
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84 # Host name of the Roundup web server instance.
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85 # If left unconfigured (no 'host' setting) the default
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86 # will be used.
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87 # If empty, listen on all network interfaces.
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88 # If you want to explicitly listen on all
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89 # network interfaces, the address 0.0.0.0 is a more
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90 # explicit way to achieve this, the use of an empty
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91 # string for this purpose is deprecated and will go away
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92 # in a future release.
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93 # Default: localhost
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94 host = localhost
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95
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96 # Port to listen on.
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97 # Default: 8080
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98 port = 8017
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99
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100 # Path to favicon.ico image file. If unset, built-in favicon.ico is used.
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101 # The path may be either absolute or relative
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102 # to the directory containing this config file.
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103 # Default: favicon.ico
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104 favicon = favicon.ico
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105
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106 # User ID as which the server will answer requests.
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107 # In order to use this option, the server must be run initially as root.
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108 # Availability: Unix.
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109 # Default:
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110 user = roundup
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111
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112 # Group ID as which the server will answer requests.
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113 # In order to use this option, the server must be run initially as root.
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114 # Availability: Unix.
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115 # Default:
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116 group =
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117
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118 # Maximum number of children to spawn using fork multiprocess mode.
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119 # Default: 40
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120 max_children = 40
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121
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122 # don't fork (this overrides the pidfile mechanism)'
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123 # Allowed values: yes, no
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124 # Default: no
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125 nodaemon = no
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126
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127 # Log client machine names instead of IP addresses (much slower)
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128 # Allowed values: yes, no
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129 # Default: no
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130 log_hostnames = no
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131
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132 # Have http(s) request logging done via python logger module.
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133 # If set to yes the python logging module is used with qualname
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134 # 'roundup.http'. Otherwise logging is done to stderr or the file
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135 # specified using the -l/logfile option.
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136 # Allowed values: yes, no
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137 # Default: no
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138 loghttpvialogger = no
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139
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140 # File to which the server records the process id of the daemon.
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141 # If this option is not set, the server will run in foreground
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142 #
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143 # The path may be either absolute or relative
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144 # to the directory containing this config file.
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145 # Default:
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146 pidfile =
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147
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148 # Log file path. If unset, log to stderr.
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149 # The path may be either absolute or relative
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150 # to the directory containing this config file.
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151 # Default:
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152 logfile =
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153
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154 # Set processing of each request in separate subprocess.
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155 # Allowed values: debug, none, thread, fork.
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156 # Default: fork
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157 multiprocess = fork
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158
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159 # Tracker index template. If unset, built-in will be used.
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160 # The path may be either absolute or relative
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161 # to the directory containing this config file.
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162 # Default:
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163 template =
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164
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165 # Enable SSL support (requires pyopenssl)
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166 # Allowed values: yes, no
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167 # Default: no
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168 ssl = no
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169
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170 # PEM file used for SSL. A temporary self-signed certificate
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171 # will be used if left blank.
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172 # The path may be either absolute or relative
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173 # to the directory containing this config file.
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174 # Default:
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175 pem =
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176
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177 # Comma separated list of extra headers that should
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178 # be copied into the CGI environment.
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179 # E.G. if you want to access the REMOTE_USER and
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180 # X-Proxy-User headers in the back end,
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181 # set to the value REMOTE_USER,X-Proxy-User.
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182 # Allowed values: comma-separated list of words
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183 # Default:
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184 include_headers =
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185
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186 # Change to HTTP/1.0 if needed. This disables keepalive.
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187 # Default: HTTP/1.1
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188 http_version = HTTP/1.1
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189
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190 # Roundup trackers to serve.
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191 # Each option in this section defines single Roundup tracker.
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192 # Option name identifies the tracker and will appear in the URL.
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193 # Option value is tracker home directory path.
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194 # The path may be either absolute or relative
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195 # to the directory containing this config file.
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196 [trackers]
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197
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198 demo = /trackers/demo
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199 sysadmin = /trackers/sysadmin
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200
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201 Additional notes for each keyword:
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202
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203 **template**
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204 Specifies a template used for displaying the tracker index when
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205 multiple trackers are being used. It is processed by TAL and
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206 the variable "trackers" is available to the template and is a
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207 dict of all configured trackers.
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208 **ssl**
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209 Enables use of SSL to secure the connection to the
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210 roundup-server. In most cases, you will want to run a
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211 real web server (Apache, Nginx) as a proxy to
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212 roundup-server running without SSL. The real web server
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213 can filter/rate limit/firewall requests to roundup-server.
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214 If you enable this, ensure that your tracker's config.ini specifies
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215 an *https* URL. See roundup-server.1 man page for
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216 additional information.
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217 **pem**
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218 If specified, the SSL PEM file containing the private key and certificate.
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219 The file must include both the private key and certificate with appropriate
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220 headers (e.g. ``-----BEGIN PRIVATE KEY-----``,
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221 ``-----END PRIVATE KEY-----`` and
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222 ``-----BEGIN CERTIFICATE-----``,
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223 ``-----END CERTIFICATE-----``.
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224 If not specified, roundup will generate a temporary, self-signed certificate
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225 for use.
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226 **trackers** section
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227 Each line denotes a mapping from a URL component to a tracker home.
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228 Make sure the name part doesn't include any url-unsafe characters like
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229 spaces. Stick to alphanumeric characters and you'll be ok.
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230
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231 To generate a config.ini in the current directory from the
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232 roundup-server command line use::
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233
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234 roundup_server -p 8017 -u roundup --save-config demo=/trackers/demo \
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235 sysadmin=/trackers/sysadmin
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236
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237 Note it will save an old config.ini file to config.bak and create a
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238 new config.ini. The file is recreated from scratch ignoring the
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239 contents of the current config.ini. You may need to merge the backup
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240 and config files. save-config doesn't attempt to load or verify an
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241 existing config.ini. Running this in a tracker home directory will
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242 move the exsiting config.ini to config.bak and replace it with the
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243 roundup-server's config.ini. This will make the tracker in the
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244 directory fail to start util the original config.ini is restored.
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245
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246 Configuring Compression
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247 =======================
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248
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249 Roundup will compress HTTP responses to clients on the fly. Dynamic,
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250 on the fly, compression is enabled by default, to disable it set::
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251
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252 [web]
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253 ...
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254 dynamic_compression = No
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255
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256 in the tracker's ``config.ini``. You should disable compression if
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257 your proxy (e.g. nginx or apache) or wsgi server (uwsgi) is configured
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258 to compress responses on the fly. The python standard library includes
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259 gzip support. For brotli or zstd you will need to install packages. See
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260 the `installation documentation`_ for details.
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261
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262 .. index:: single: interfaces.py; configuring http compression
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263
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264 Some assets will not be compressed on the fly. Assets with mime types
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265 of "image/png" or "image/jpeg" will not be compressed. You
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266 can add mime types to the list by using ``interfaces.py`` as discussed
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267 in the `customisation documentation`_. As an example adding::
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268
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269 from roundup.cgi.client import Client
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270
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271 Client.precompressed_mime_types.append('application/zip`)
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272
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273 to ``interfaces.py`` will prevent zip files from being compressed.
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274
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275 Any content less than 100 bytes in size will not be compressed (e.g
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276 errors messages, short json responses).
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277
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278 Zstd will be used if the client can understand it, followed by brotli
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279 then gzip encoding. Currently the preference order is hard coded into
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280 the server and not parsed using ``q`` values from the client's
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281 Accept-Encoding header. This is an area for improvement.
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282
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283 In addition to dynamic compression, static files/assets accessed using
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284 ``@@file`` can be pre-compressed. This reduces CPU load on the server
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285 and reduces the time required to respond to the client. By default
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286 searching for pre-compressed files is disabled. To enable it set::
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287
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288 [web]
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289 ...
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290 use_precompressed_files = Yes
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291
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292 in the tracker's ``config.ini`` file. Then you can create a
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293 precompressed file and it will be served if the client is able to
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294 accept it. For a file ``.../@@file/library.js`` you can create::
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295
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296 tracker_home/html/library.js.gzip
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297 tracker_home/html/library.js.br
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298 tracker_home/html/library.js.zstd
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299
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300 which should be created by using (respectively)::
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301
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302 gzip --keep --suffix .gzip library.js
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303 brotli library.js
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304 zstd library.js && mv library.js.zst library.js.zstd
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305
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306 see the man pages for options that control compression level. Note
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307 that some levels require additional memory on the client side, so you
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308 may not always want to use the highest compression available.
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309
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310 A pre-compressed file will not be used if its modified date is earlier
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311 than the uncompressed file. For example, if ``library.js.gzip`` is
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312 older (has earlier modification date) than ``library.js``,
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313 ``library.js.gzip`` will be ignored. ``library.js`` will be
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314 served instead. ``library.js`` will be dynamically compressed on the
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315 fly and a warning message will be logged.
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316
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317 Precompressed files override dynamic compression. For example, assume
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318 the client can accept brotli and gzip. If there are no precompressed
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319 files, the data will be compressed dynamically (on the fly) using
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320 brotli. If there is a precompressed gzip file present the client will
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321 get the gzip version and not a brotli compressed version. This
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322 mechanism allows the admin to allow use of brotli and zstd for
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323 dynamic content, but not for static content.
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324
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325 .. index:: single: interfaces.py; setting REST maximum result limit
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326
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327 Configuring REST Maximum Result Limit
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328 =====================================
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329
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330 To prevent denial of service (DOS) and limit user wait time for an
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331 unbounded request, the REST endpoint has a maximum limit on the number
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332 of rows that can be returned. By default, this is set to 10 million.
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333 This setting applies to all users of the REST interface. If you want
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334 to change this limit, you can add the following code to the
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335 ``interfaces.py`` file in your tracker::
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336
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337 # change max response rows
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338 from roundup.rest import RestfulInstance
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339 RestfulInstance.max_response_row_size = 26
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340
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341 This code will set the maximum number of rows to 25 (one less than the
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342 value). Note that this setting is rarely used and is not available in
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343 the tracker's ``config.ini`` file. Setting it through this mechanism
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344 allows you to enter a string or number that may break Roundup, such as
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345 "asdf" or 0. In general, it is recommended to keep the limit at its
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346 default value. However, this option is available for cases when a
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347 request requires more than 10 million rows and pagination using
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348 ``@page_index`` and ``@page_size=9999999`` is not possible.
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349
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350 Adding a Web Content Security Policy (CSP)
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351 ==========================================
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352
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353 A Content Security Policy (`CSP`_) adds a layer of security to
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354 Roundup's web interface. It makes it more difficult for an
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355 attacker to compromise Roundup. By default Roundup does not add
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356 a CSP. If you need to implement a CSP, this section will help you
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357 understand how to add one and document the current level of
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358 support for CSP in Roundup.
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359
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360 Roundup's web interface has remained mostly unchanged since it
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361 was created over a decade ago. Current releases have been slowly
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362 modernizing the HTML to improve security. There are still some
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363 improvements that need to happen before the tightest CSP
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364 configurations can be used.
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365
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366 Writing a CSP is complex. This section just touches on how to
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367 create and install a CSP to improve security. Some of it might
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368 break functionality.
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369
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370 There are two ways to add a CSP:
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371
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372 1. a fixed CSP added by a server
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373 2. a dynamic CSP added by Roundup
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374
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375 Fixed CSP
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376 ---------
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377
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378 If you are using a web server (Apache, Nginx) to run Roundup, you can
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379 add a ``Content-Security-Policy`` header using that server. WSGI
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380 servers like uWSGI can also be configured to add headers. An example
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381 header would look like::
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382
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383 Content-Security-Policy: default-src 'self' 'unsafe-inline' 'strict-dynamic';
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384
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385 One thing that may need to be included is the ``unsafe-inline``.
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386 The default templates use ``onload``, ``onchange``, ``onsubmit``,
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387 and ``onclick`` JavaScript handlers. Without ``unsafe-inline``
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388 these won't work and popup helpers will not work. Sadly the use
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389 of ``unsafe-inline`` is a pretty big hole in this CSP. You can
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390 set the hashes for all the JavaScript handlers in the CSP. Then
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391 replace ``unsafe-inline`` with ``unsafe-hashes`` to help close
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392 this hole, but has its own issues. See `remediating
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393 unsafe-inline`_ for another way to mitigate this.
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394
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395 The inclusion of ``strict-dynamic`` allows trusted JavaScript
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396 files that are downloaded from Roundup to make changes to the web
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397 interface. These changes are also trusted code that will be run
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398 when invoked.
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399
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400 More secure CSPs can also be created. However because of the ability
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401 to customise the web interface, it is difficult to provide guidance.
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402
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403 Dynamic CSP
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404 -----------
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405
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406 Roundup creates a cryptographic nonce for every client request. The
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407 nonce is the value of the ``client.client_nonce`` property.
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408
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409 By changing the templates to use the nonce, we can better secure the
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410 Roundup instance. However the nonce has to be set in the CSP returned
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411 by Roundup.
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412
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413 One way to do this is to add a templating utility to the extensions
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414 directory that generates the CSP on the fly. For example::
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415
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416 default_security_headers = {
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417 'Content-Security-Policy': (
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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diff changeset
418 "default-src 'self'; "
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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diff changeset
419 "base-uri 'self'; "
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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diff changeset
420 "script-src https: 'nonce-{nonce}' 'strict-dynamic'; "
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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diff changeset
421 "style-src 'self' 'nonce-{nonce}'; "
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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diff changeset
422 "img-src 'self' data:; "
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
John Rouillard <rouilj@ieee.org>
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diff changeset
423 "frame-ancestors 'self'; "
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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diff changeset
424 "object-src 'self' 'nonce-{nonce}'; "
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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diff changeset
425 ),
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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diff changeset
426 }
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
John Rouillard <rouilj@ieee.org>
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diff changeset
427
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
John Rouillard <rouilj@ieee.org>
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diff changeset
428
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
John Rouillard <rouilj@ieee.org>
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diff changeset
429 def AddHtmlHeaders(client, header_dict=None):
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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diff changeset
430 ''' Generate https headers from dict use default security headers
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
John Rouillard <rouilj@ieee.org>
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diff changeset
431
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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diff changeset
432 Setting the header with a value of None will not inject the
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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parents: 7093
diff changeset
433 header and can override the default set.
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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diff changeset
434
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
John Rouillard <rouilj@ieee.org>
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diff changeset
435 Header values will be formatted with a dictionary including a
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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parents: 7093
diff changeset
436 nonce. Use to set a nonce for inline scripts.
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
John Rouillard <rouilj@ieee.org>
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diff changeset
437 '''
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
John Rouillard <rouilj@ieee.org>
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diff changeset
438 try:
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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parents: 7093
diff changeset
439 if client.client_nonce is None:
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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parents: 7093
diff changeset
440 # logger.warning("client_nonce is None")
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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diff changeset
441 client.client_nonce = client.session_api._gen_sid()
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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diff changeset
442 except AttributeError:
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
John Rouillard <rouilj@ieee.org>
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diff changeset
443 # client.client_nonce doesn't exist, create it
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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diff changeset
444 # logger.warning("client_nonce does not exist, creating")
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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parents: 7093
diff changeset
445 client.client_nonce = client.session_api._gen_sid()
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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diff changeset
446
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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diff changeset
447 headers = default_security_headers.copy()
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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diff changeset
448 if isinstance(header_dict, dict):
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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diff changeset
449 headers.update(header_dict)
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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diff changeset
450
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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diff changeset
451 client_headers = client.additional_headers
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diff changeset
452
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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diff changeset
453 for header, value in list(headers.items()):
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diff changeset
454 if value is None:
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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diff changeset
455 continue
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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diff changeset
456 client_headers[header] = value.format(
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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diff changeset
457 nonce=client.client_nonce)
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diff changeset
458
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diff changeset
459 def init(instance):
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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diff changeset
460 instance.registerUtil('AddHtmlHeaders', AddHtmlHeaders)
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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diff changeset
461
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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diff changeset
462
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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diff changeset
463 Adding the following to ``page.html`` right after the opening
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
John Rouillard <rouilj@ieee.org>
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diff changeset
464 ``<html....`>`` tag::
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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diff changeset
465
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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diff changeset
466 <tal:code tal:content="python:utils.AddHtmlHeaders(request.client)" />
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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diff changeset
467
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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diff changeset
468 will invoke ``AddHtmlHeaders()`` to add the CSP header with the nonce.
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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diff changeset
469
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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diff changeset
470 With this set of CSP headers, all style, script and object tags will
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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parents: 7093
diff changeset
471 need a ``nonce`` attribute. This can be added by changing::
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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diff changeset
472
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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diff changeset
473 <script src="javascript.js"></script>
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
John Rouillard <rouilj@ieee.org>
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diff changeset
474
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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diff changeset
475 to::
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
John Rouillard <rouilj@ieee.org>
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476
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
John Rouillard <rouilj@ieee.org>
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diff changeset
477 <script
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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diff changeset
478 tal:attributes="nonce request/client/client_nonce"
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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diff changeset
479 src="javascript.js"></script>
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John Rouillard <rouilj@ieee.org>
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diff changeset
480
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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diff changeset
481 for each script, object or style tag.
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
John Rouillard <rouilj@ieee.org>
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diff changeset
482
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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parents: 7093
diff changeset
483 Remediating ``unsafe-inline``
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
John Rouillard <rouilj@ieee.org>
parents: 7093
diff changeset
484 -----------------------------
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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parents: 7093
diff changeset
485 .. _remediating unsafe-inline:
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
John Rouillard <rouilj@ieee.org>
parents: 7093
diff changeset
486
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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diff changeset
487 Using a trusted script to set event handlers to replace the ``onX``
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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parents: 7093
diff changeset
488 handlers allows removal of the ``unsafe-inline`` handlers. If you
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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diff changeset
489 remove ``unsafe-inline`` the ``onX`` handlers will not run. However
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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parents: 7093
diff changeset
490 you can use the label provided by the ``onX`` attribute to securely
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
John Rouillard <rouilj@ieee.org>
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diff changeset
491 enable a callback function.
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
John Rouillard <rouilj@ieee.org>
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diff changeset
492
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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diff changeset
493 This method is a work in progress. As an example proof of concept,
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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diff changeset
494 adding this "decorator" script at the end of page.html::
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
John Rouillard <rouilj@ieee.org>
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diff changeset
495
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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parents: 7093
diff changeset
496 <script tal:attributes="nonce request/client/client_nonce">
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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diff changeset
497 /* set submit event listener on forms that have an
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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diff changeset
498 onsubmit (case insensitive) attribute */
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parents: 7093
diff changeset
499 forms = document.querySelectorAll(form[onsubmit])
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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diff changeset
500 for (let form of f) {
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
John Rouillard <rouilj@ieee.org>
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diff changeset
501 form.addEventListener('submit',
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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parents: 7093
diff changeset
502 () => submit_once());
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
John Rouillard <rouilj@ieee.org>
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diff changeset
503 };
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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diff changeset
504 </script>
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
John Rouillard <rouilj@ieee.org>
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diff changeset
505
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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parents: 7093
diff changeset
506 will set callback for the submit even on any form that has an onsubmit
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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parents: 7093
diff changeset
507 attribute to ``submit_once()``. ``submit_once`` is defined in Roundup's
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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parents: 7093
diff changeset
508 base_javascript and is generated with a proper nonce.
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
John Rouillard <rouilj@ieee.org>
parents: 7093
diff changeset
509
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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diff changeset
510 By including the nonce in the dynamic CSP, we can use our trusted
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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parents: 7093
diff changeset
511 "decorator" script to add event listeners. These listeners will call
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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parents: 7093
diff changeset
512 the trusted function in base_javascript to replace the ignored ``onX``
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
John Rouillard <rouilj@ieee.org>
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diff changeset
513 handlers.
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
John Rouillard <rouilj@ieee.org>
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diff changeset
514
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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diff changeset
515 .. _CSP: https://developer.mozilla.org/en-US/docs/Web/HTTP/CSP
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
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diff changeset
516
7971
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diff changeset
517 Classhelper Web Component
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
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diff changeset
518 =========================
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
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parents: 7962
diff changeset
519
7974
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
520 Version 2.4.0 provides a new classhelper popup written as a web
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
521 component. By installing 3 files and editing the tracker's templates
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
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parents: 7971
diff changeset
522 you can enable the new component.
7971
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
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parents: 7962
diff changeset
523
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
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parents: 7962
diff changeset
524 The `development of this component was done by team-03
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
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parents: 7962
diff changeset
525 <https://github.com/UMB-CS-682-Team-03/tracker>`_ of the
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
526 Spring 2024 CS682 graduate software engineering SDL capstone
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
527 class at the University of Massachusetts - Boston. Their
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
528 documentation is copied/adapted below.
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
529
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
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parents: 7962
diff changeset
530 File Installation
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
531 -----------------
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
532
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
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parents: 7962
diff changeset
533 There are three files to install in your tracker. You can
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
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parents: 7962
diff changeset
534 copy them from the template directory for the classic
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
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parents: 7962
diff changeset
535 tracker. The location of the template file can be obtained
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
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parents: 7962
diff changeset
536 by running: ``roundup-admin templates`` and looking for the
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
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parents: 7962
diff changeset
537 path value of the classic template. If the path value is
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
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parents: 7962
diff changeset
538 ``/path/to/template``, copy::
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
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parents: 7962
diff changeset
539
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
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parents: 7962
diff changeset
540 /path/to/template/html/classhelper.js
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
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parents: 7962
diff changeset
541 /path/to/template/html/classhelper.css
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
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parents: 7962
diff changeset
542 /path/to/template/html/_generic.translation
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
543
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
544 to your tracker's html directory.
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
545
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
546 Wrapping the Classic Classhelper
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
547 --------------------------------
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
548
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
549 To allow your users to select items in the web interface
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
550 using the new classhelper, you should edit the template files
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
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parents: 7962
diff changeset
551 in the ``html/`` subdirectory of your tracker. Where you see
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
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parents: 7962
diff changeset
552 code like::
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
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parents: 7962
diff changeset
553
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554 <th i18n:translate="">Superseder</th>
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555 <td>
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556 <span tal:replace="structure
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557 python:context.superseder.field(showid=1,size=20)" />
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558 <span tal:condition="context/is_edit_ok"
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559 tal:replace="structure
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560 python:db.issue.classhelp('id,title',
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561 property='superseder', pagesize=100)" />
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562 [...]
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563 </td>
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564
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565 change it to wrap the classhelp span like this::
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566
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567 <th i18n:translate="">Superseder</th>
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568 <td>
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569 <span tal:replace="structure
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570 python:context.superseder.field(showid=1,size=20)" />
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571 <roundup-classhelper
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572 data-popup-title="Superseder Classhelper - {itemDesignator}"
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573 data-search-with="title,status,keyword[]-name">
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574 <span tal:condition="context/is_edit_ok"
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575 tal:replace="structure
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576 python:db.issue.classhelp('id,title',
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577 property='superseder', pagesize=100)" />
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578 </roundup-classhelper>
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579 [...]
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580 </td>
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581
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582 which displays a three part classhelper.
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583
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584 1. the search pane includes a text search box for the `title`
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585 and `status` properties and a dropdown for the keyword property,
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586 sorted by name in descending order.
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587 2. the selection pane will show 100 search results per page.
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588 It also allows the user to move to the next or previous result
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589 page.
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590 3. the accumulator at the bottom shows all the selected items. It
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591 also has buttons to accept the items or cancel the
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592 classhelper, leaving the original page unchanged.
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593
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594 Note that the user class is a little different because users without
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595 an Admin role can't search for a user by Role. So we hide the Role
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596 search element for non admin users. Starting with::
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597
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598 <th i18n:translate="">Nosy List</th>
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599 <td>
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600 <span tal:replace="structure context/nosy/field" />
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601 <span tal:condition="context/is_edit_ok" tal:replace="structure
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602 python:db.user.classhelp('username,realname,address',
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603 property='nosy', width='600'" />
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604 </td>
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605
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606 wrap the classhelp span with ``<roundup-classhelper>`` like::
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607
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608 <th i18n:translate="">Nosy List</th>
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609 <td>
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610 <span tal:replace="structure context/nosy/field" />
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611 <roundup-classhelper tal:define="search string:name,phone,roles[]"
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612 tal:attributes="data-search-with python:search
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613 if request.user.hasRole('Admin') else
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614 ','.join(search.split(',')[:-1])">
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615 <span tal:condition="context/is_edit_ok" tal:replace="structure
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616 python:db.user.classhelp('username,realname,address',
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617 property='nosy', width='600'" />
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618 </roundup-classhelper>
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619 </td>
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620
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621 The ``','.join(search.split(',')[:-1])`` removes the last element of
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622 the search string (``roles[]``) if the user does not have the Admin
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623 role.
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624
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625 <roundup-classhelper> configuration
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626 -----------------------------------
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627
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628 There are two attributes used to configure the classhelper.
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629
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630 data-popup-title:
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631 * this attribute is optional. A reasonable default is
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632 provided if it is missing.
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633 * Adding ``data-popup-title`` changes the title of the popup
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634 window with the value of the attribute.
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635 * ``{itemDesignator}`` can be used inside the attribute value
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636 to replace it with the current classhelper usage context.
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637 E.G. ``data-popup-title="Nosy List Classhelper - {itemDesignator}"``
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638 will display the popup window title as ``Nosy List Classhelper - issue24``
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639
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640 data-search-with:
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641 * this attribute is optional. If it is not set, a search
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642 panel is not created provided to allow the users search
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643 within the class.
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644 * Adding ``data-search-with`` specifies the fields that can
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645 be used for searching.
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646 E.G. ``data-search-with="title,status,keyword"``
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647 * The search can be customized using the following syntax:
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648
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649 * Adding ``[]`` at then end of a field (``"status[]"``)
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650 will displays a dropdown for the "status" field
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651 listing all the values the user can access. E.G.::
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652
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653 <roundup-classhelper
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654 data-search-with="title,status[],keyword[]">
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655 <span tal:condition="context/is_edit_ok"
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656 tal:replace="structure
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657 python:db.issue.classhelp('id,title',
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658 property='superseder', pagesize=100)" />
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659 </roundup-classhelper>
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660
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661 will create a search pane with a text search for title
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662 and dropdowns for status and keyword.
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663
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664 * Adding a sort key after the ``[]`` allows you to
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665 select the order of the elements in the dropdown. For
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666 example ``keyword[]+name`` sorts the keyword
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667 dropdown in ascending order by name. While
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668 ``keyword[]-name`` sorts the keyword dropdown in
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669 descending order by name. If the sort order is not
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670 specified, the default order for the class is used.
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671
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672 .. :
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673 remove in 2.5 release if /data/user/roles endpoint
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674 in rest.py is successful.
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675
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676 * Note that the ``roles`` field for the user class is
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677 special. If you have not modified ``interfaces.py``,
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678 roles can not be displayed as a dropdown. It will be
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679 displayed as a text search field instead.
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diff changeset
680
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
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diff changeset
681 <roundup-classhelper> styling
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
682 -----------------------------
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
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parents: 7962
diff changeset
683
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
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parents: 7962
diff changeset
684 The roundup-classhelper component uses minimal styling so it
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
685 can blend in with most trackers. If you want to change the
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
686 styling, you can modify the classhelper.css file in the html
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
687 directory. Even though roundup-classhelper is a web
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
688 component, it doesn't use the shadow DOM. If you don't know
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
689 what this means, it just means that it's easy to style.
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
690
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
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parents: 7962
diff changeset
691 There is on trick however. Getting the web component to load
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
692 changes to the css file is a bit tricky. Basically the
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
693 browser caches the old file and you have to resort to tricks
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
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parents: 7962
diff changeset
694 to make it get a new copy of the file.
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
695
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
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parents: 7962
diff changeset
696 One way to do this is to open to the ``classhelper.css``
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
697 file in your browser and force refresh it. To do this:
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
698
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
699 1. Open the home page for your Roundup issue tracker in a
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
700 web browser.
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
701
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
702 2. In the address bar, append ``@@file/classhelper.css``
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
703 to the end of your Roundup URL. For example, if your
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
704 Roundup URL is ``https://example.com/tracker/``, the
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
705 URL you should visit would be
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
706 ``https://example.com/tracker/@@file/classhelper.css``.
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
707
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
708 3. This will open the `classhelper.css` file in your browser.
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
709
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
710 4. Press ``Ctrl+Shift+R`` (on Windows and Linux) or
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
711 ``Cmd+Shift+R`` (on macOS). This triggers a hard
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
712 refresh of the page, which forces the browser to
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
713 reload the file and associated resources from the
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
714 server.
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
715
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
716 This should resolve any issues caused by cached or outdated
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
717 files. It is possible that you have to open devtools and set
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
718 the disable cache option in the network panel in extreme
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
719 cases.
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
720
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
721 Also during development, you might want to `set a very low
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
722 cache time
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
723 <customizing.html#changing-cache-control-headers>`_ for
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
724 classhelper.css using something like::
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
725
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
726 Client.Cache_Control['classhelper.css'] = "public, max-age=10"
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
727
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
728
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
729 Translations
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
730 ------------
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
731
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
732 To set up translations for the <roundup-classhelper>
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
733 component, follow these steps.
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
734
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
735 1. Create a ``messages.pot`` file by running
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
736 ``roundup-gettext <tracker_home_directory>``. This
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
737 creates ``locale/messages.pot`` in your tracker's home
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
738 directory. It extracts all translatable strings from
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
739 your tracker. We will use it as a base template for the
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
740 new strings you want to translate.
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
741 2. See if you already have a ``.po`` translation file for
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
742 your language in the tracker's locale/ directory. If you
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
743 don't, copy ``messages.pot`` to a .po file for the
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
744 language you want to translate. For example German
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
745 would be at ``de.po`` English would be at ``en.po``
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
746 (for example if you want to change the ``apply`` button
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
747 to say ``Do It``.
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
748
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
749 3. Edit the new .po file. After the header, add the
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
750 translation entries for the <roundup-classhelper>
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
751 component. For example `next` and `submit` are
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
752 displayed in English when the rest of the interface is
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
753 in German. Add::
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
754
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
755 msgid "submit"
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
756 msgstr "gehen"
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
757
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
758 msgid "next"
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
759 msgstr "nächste"
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
760
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
761 msgid "name"
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
762 msgstr "name"
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
763
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
764 Note: the value for `msgid` is case sensitive. You can
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
765 see the msgid for static strings by looking for
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
766 ``CLASSHELPER_TRANSLATION_KEYWORDS`` in classhelper.js.
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
767
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
768 4. Save the .po file.
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
769
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
770 5. Restart your Roundup instance.
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
771
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
772 This should display the missing translations, for more
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
773 details refer to the `translation (i18n) section of the
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
774 developers documentation
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
775 <developers.html#extracting-translatable-messages>`_.
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
776
7974
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
777 The default title used for read only popups can be changed by using
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
778 the translation mechanism. Use the following::
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
779
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
780 msgid "Info on {className} - {itemDesignator} - Classhelper"
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
781 msgstr "{itemDesignator} - info on {className}"
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
782
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
783 in ``en.po`` to reformat the title for the English language. Note that
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
784 ``{classname}`` is only supported in the default title.
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
785
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
786 In addition to the default template you can translate a title set
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
787 using ``data-popup-title`` by matching the template as the msgid.
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
788 Using an example above::
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
789
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
790 msgid "Nosy List Classhelper - {itemDesignator}"
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
791 msgstr "Nosy List Klassenhelfer - {itemDesignator}"
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
792
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
793 placed in ``de.po`` will translate the title into German.
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
794
7971
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
795 Troubleshooting
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
796 ---------------
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
797
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
798 The roundup-classhelper will fallback to using the classic
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
799 classhelper if:
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
800
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
801 * the user doesn't have REST access
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
802 * the browser doesn't support web components
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
803
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
804 It will display an alert modal dialog to the user before triggering
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
805 the classic classhelper as a fallback. A detailed error will be
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
806 printed to the browser console. The console is visible in devtools and
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
807 can be opened by pressing the ``F12`` key.
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
808
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
809 You can disable the classhelper on a per URL basis by adding
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
810 ``#classhelper-wc-toggle`` to the end of the URL. This will prevent
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
811 the web component from starting up.
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
812
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
813 Also you can set ``DISABLE_CLASSHELP = true`` at the top of
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
814 classhelper.js to disable the classhelper without having to make any
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
815 changes to your templates.
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7962
diff changeset
816
7974
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
817 Advanced Configuration
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
818 ----------------------
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
819
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
820 The classhelper.js file has a few tweakable options for use
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
821 by advanced users. The endpoint for the roles list requires
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
822 the user to have Admin rights. You can add your own roles
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
823 endpoint with a different authorization mechanism. The
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
824 following code can be added to your tracker's interfaces.py.
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
825 You can create this file if it doesn't exist. This code
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
826 creates a new REST endpoint at '/rest/roles'::
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
827
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
828 from roundup.rest import Routing, RestfulInstance, _data_decorator
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
829
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
830 class RestfulInstance:
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
831
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
832 @Routing.route("/roles", 'GET')
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
833 @_data_decorator
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
834 def get_roles(self, input):
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
835 """Return all defined roles. The User class property
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
836 roles is a string but simulate it as a MultiLink
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
837 to an actual Roles class.
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
838 """
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
839 return 200, {"collection":
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
840 [{"id": rolename,"name": rolename}
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
841 for rolename in list(self.db.security.role.keys())]}
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
842
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
843
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
844 See the `REST documentation <rest.html>`_ for details on
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
845 using ``interfaces.py`` to add new REST endpoints.
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
846
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
847 The code above allows any user with REST access to see all
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
848 the roles defined in the tracker.
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
849
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
850 To make classhelper.js use this new endpoint, look for::
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
851
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
852
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
853 const ALTERNATIVE_DROPDOWN_PATHNAMES = {
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
854 "roles": "/rest/data/user/roles"
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
855 }
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
856
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
857 and change it to::
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
858
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
859 const ALTERNATIVE_DROPDOWN_PATHNAMES = {
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
860 "roles": "/rest/roles"
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
861 }
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
862
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
863 Users may have to perform a hard reload to cache this change
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
864 on their system.
4dcc64d0138e doc: classhelper translation, advanced config w/ roles endpoint
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
865
6604
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
866 Configuring native-fts Full Text Search
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
867 =======================================
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
868
6612
d05800c6bdfa text change.
John Rouillard <rouilj@ieee.org>
parents: 6606
diff changeset
869 Roundup release 2.2.0 supports database-native full text search.
6604
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
870 SQLite (minimum version 3.9.0) with FTS5 and PostgreSQL (minimum
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
871 version 11.0) with websearch_to_tsvector are supported.
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
872
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
873 To enable this method, change the ``indexer`` setting in the tracker's
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
874 config.ini to ``native-fts``. Then reindex using ``roundup-admin -i
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
875 tracker_home reindex``. The amount of time it takes to reindex
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
876 depends on the amount of data in your tracker, the speed of your
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
877 disks, etc. It can take hours.
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
878
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
879 SQLite details
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
880 --------------
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
881
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
882 The SQLite native-fts changes the full text search query a little bit.
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
883 For the other search methods, the search terms are split on white
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
884 space and each item in the index: a field (e.g. title), message
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
885 content and file content is searched for all the terms. If any term is
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
886 missing that item is ignored. Once the items are found they are mapped
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
887 to an issue and the normal issue index is displayed.
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
888
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
889 When using FTS5, the search terms can use the full text search query
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
890 language described at:
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
891 https://www.sqlite.org/fts5.html#full_text_query_syntax. This
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
892 supports:
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
893
7593
7c3aee35a5ac docs: clarify sentence.
John Rouillard <rouilj@ieee.org>
parents: 7546
diff changeset
894 * plain word search (joined by 'and', similar to other search methods)
7367
602cc42f9edd Unident lists.
John Rouillard <rouilj@ieee.org>
parents: 7354
diff changeset
895 * phrase search with terms enclosed in quotes (``"``)
602cc42f9edd Unident lists.
John Rouillard <rouilj@ieee.org>
parents: 7354
diff changeset
896 * proximity search with varying distances using ``NEAR()``
602cc42f9edd Unident lists.
John Rouillard <rouilj@ieee.org>
parents: 7354
diff changeset
897 * boolean operations by grouping with parentheses and using ``AND``
602cc42f9edd Unident lists.
John Rouillard <rouilj@ieee.org>
parents: 7354
diff changeset
898 and ``OR``
602cc42f9edd Unident lists.
John Rouillard <rouilj@ieee.org>
parents: 7354
diff changeset
899 * exclusion using ``NOT``
602cc42f9edd Unident lists.
John Rouillard <rouilj@ieee.org>
parents: 7354
diff changeset
900 * prefix searching by prefixing the term with``^``
6604
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
901
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
902 All of the data that is indexed is in a single column, so when column
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
903 specifiers are used they usually result in an error which is detected
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
904 and an enhanced error message is produced.
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
905
6915
9ff091537f43 postgresql native-fts; more indexer tests
John Rouillard <rouilj@ieee.org>
parents: 6835
diff changeset
906 Unlike the native, xapian and whoosh indexers there is no
9ff091537f43 postgresql native-fts; more indexer tests
John Rouillard <rouilj@ieee.org>
parents: 6835
diff changeset
907 limit to the length of terms that are indexed. Also
9ff091537f43 postgresql native-fts; more indexer tests
John Rouillard <rouilj@ieee.org>
parents: 6835
diff changeset
908 stopwords are indexed but ignored when searching if they are
9ff091537f43 postgresql native-fts; more indexer tests
John Rouillard <rouilj@ieee.org>
parents: 6835
diff changeset
909 the only word in the search. So a search for "the" will
9ff091537f43 postgresql native-fts; more indexer tests
John Rouillard <rouilj@ieee.org>
parents: 6835
diff changeset
910 return no results but "the book" will return
9ff091537f43 postgresql native-fts; more indexer tests
John Rouillard <rouilj@ieee.org>
parents: 6835
diff changeset
911 results. Pre-filtering the stopwords when indexing would
9ff091537f43 postgresql native-fts; more indexer tests
John Rouillard <rouilj@ieee.org>
parents: 6835
diff changeset
912 break proximity and phrase searching. This may be helpful or
9ff091537f43 postgresql native-fts; more indexer tests
John Rouillard <rouilj@ieee.org>
parents: 6835
diff changeset
913 problematic for your particular tracker.
6604
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
914
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
915 To support the most languages available, the unicode61 tokenizer is
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
916 used without porter stemming. Using the ``indexer_language`` setting
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
917 to enable stemming for ``english`` is not available in this
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
918 implementation. Also ranking information is not used in this
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
919 implementation. These are areas for improvement.
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
920
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
921 PostgreSQL info
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
922 ---------------
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
923
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
924 The PostgreSQL native-fts changes the full text search query a little
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
925 bit. When using PostgreSQL full text search, two different query
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
926 languages are supported.
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
927
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
928 1. websearch - described at the end of
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
929 `Parsing Queries`_ under websearch_to_tsquery. This is the default.
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
930
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
931 2. tsquery - described at the beginning of `Parsing Queries`_ with
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
932 to_tsquery. It is enabled by starting the search phrase with ``ts:``.
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
933
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
934 .. _Parsing Queries: \
7962
828f79ae965b doc: update links and docs on checking links
John Rouillard <rouilj@ieee.org>
parents: 7886
diff changeset
935 https://www.postgresql.org/docs/current/textsearch-controls.html#TEXTSEARCH-PARSING-QUERIES
6604
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
936
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
937 Websearch provides a more natural style of search and supports:
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
938
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
939 * plain word search (stemmed in most cases)
6613
2eec7a500333 Doc updates for indexers.
John Rouillard <rouilj@ieee.org>
parents: 6612
diff changeset
940 * phrase search with terms enclosed in quotes (``"``)
6604
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
941 * exclusion by prefixing a term/phrase with ``-``
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
942 * alternative/or searching with ``or`` between terms
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
943 * ignores non-word characters including punctuation
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
944
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
945 Tsquery supports:
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
946
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
947 * a strict query syntax
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
948 * plain word search
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
949 * phrase search with the ``<->`` operator or enclosing the phrase in
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
950 ``'`` single quotes (note this will use a stemmer on the terms
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
951 in the phrase).
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
952 * proximity search with varying distances using ``<N>``
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
953 * boolean operations by grouping with parentheses and using ``&``
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
954 and ``|``
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
955 * exclusion using ``!``
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
956 * prefix searching using ``:*`` at the end of the prefix
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
957
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
958 All of the data that is indexed is in a single column and input
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
959 weighing is not used.
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
960
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
961 Depending on the FTS configuration (determined by the
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
962 ``indexer_language`` setting), stopwords are supported. PostgreSQL
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
963 takes the stopwords into account when calculating the data needed for
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
964 proximity/near searches. Like SQLite FTS, there is no limit to the
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
965 length of terms that are indexed. Again this may be helpful or
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
966 problematic for your particular tracker.
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
967
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
968 The config.ini ``indexer_language`` setting is used to define the
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
969 configuration used for indexing. For example with the default
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
970 ``english`` setting a snowball stemmer (english_stem) is used. So
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
971 words like 'drive' and 'driving' and 'drive-in' will all match a
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
972 search for 'drive' but will not match 'driver'.
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
973
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
974 The indexer_language is used as the configuration name for every call
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
975 to the text search functions (to_tsvector, to_tsquery). Changing this
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
976 requires reindexing.
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
977
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
978 The `configuration list can be obtained using using psql's`_
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
979 ``\dF`` command.
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
980
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
981 .. _configuration list can be obtained using using psql's: \
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
982 https://www.postgresql.org/docs/current/textsearch-psql.html
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
983
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
984 Roundup includes a hardcoded list for all languages supported by
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
985 PostgreSQL 14.1. The list includes 5 custom "languages"
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
986 ``custom1`` ... ``custom5`` to allow you to set up your `own textsearch
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
987 configuration`_ using one of the custom names. Depending on your
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
988 PostgreSQL version, we may allow an invalid language to be configured.
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
989 You will see an error about ``text search configuration ... does not
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
990 exist``.
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
991
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
992 .. _own textsearch configuration: \
7962
828f79ae965b doc: update links and docs on checking links
John Rouillard <rouilj@ieee.org>
parents: 7886
diff changeset
993 https://www.postgresql.org/docs/current/textsearch-configuration.html
6604
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
994
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
995 It may be possible to append to this list using the tracker's
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
996 interfaces.py. For details, see ``test/test_indexer.py`` in the
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
997 roundup distribution and search for ``valid_langs``. If you succeed
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
998 please email roundup-users AT lists.sourceforge.net with a description
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
999 of your success.
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
1000
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
1001 After changing the configuration language, you must reindex the
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
1002 tracker since the index must match the configuration language used for
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
1003 querying.
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
1004
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
1005 Also there are various `dictionaries`_ that allow you to:
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
1006
7367
602cc42f9edd Unident lists.
John Rouillard <rouilj@ieee.org>
parents: 7354
diff changeset
1007 * add stopwords
602cc42f9edd Unident lists.
John Rouillard <rouilj@ieee.org>
parents: 7354
diff changeset
1008 * override stemming for a term
602cc42f9edd Unident lists.
John Rouillard <rouilj@ieee.org>
parents: 7354
diff changeset
1009 * add synonyms (e.g. a search for "pg" can also match 'psql'
602cc42f9edd Unident lists.
John Rouillard <rouilj@ieee.org>
parents: 7354
diff changeset
1010 "postgresql")
602cc42f9edd Unident lists.
John Rouillard <rouilj@ieee.org>
parents: 7354
diff changeset
1011 * add terms that expand/contract the search space (Thesaurus
602cc42f9edd Unident lists.
John Rouillard <rouilj@ieee.org>
parents: 7354
diff changeset
1012 dictionary)
602cc42f9edd Unident lists.
John Rouillard <rouilj@ieee.org>
parents: 7354
diff changeset
1013 * additional transforms
6604
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
1014
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
1015 .. _dictionaries: https://www.postgresql.org/docs/14/textsearch-dictionaries.html
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
1016
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
1017 Use of these is beyond this documentation. Please visit the
6606
328ad56e438a postgresql database fts - add to CHANGES and add url to admin.
John Rouillard <rouilj@ieee.org>
parents: 6604
diff changeset
1018 appropriate PostgreSQL documents. The following my also be helpful:
328ad56e438a postgresql database fts - add to CHANGES and add url to admin.
John Rouillard <rouilj@ieee.org>
parents: 6604
diff changeset
1019
7257
16d6d81b4565 update http to https url.
John Rouillard <rouilj@ieee.org>
parents: 7238
diff changeset
1020 * https://rachbelaid.com/postgres-full-text-search-is-good-enough/
6604
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
1021
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
1022 Ranking information is not used in this implementation. Also stop
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
1023 words set in config.ini are ignored. These are areas for improvement.
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
1024
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
1025 Cleaning up old native indexes
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
1026 ------------------------------
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
1027
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
1028 If you are happy with the database fts indexing, you can save some space by
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
1029 removing the data from the native text indexing tables. This requires
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
1030 using the ``sqlite3`` or ``psql`` commands to execute SQL to delete the
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
1031 rows in the ``__textids`` and ``__words`` tables. You can do this with
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
1032 the following SQL commands::
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
1033
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
1034 delete from __words;
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
1035 delete from __textids;
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
1036
6814
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1037 Note this deletes data from the tables and does *not* delete
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1038 the table. This allows you to revert to Roundup's native
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1039 full text indexing on SQLite or Postgres. If you were to
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1040 delete the tables, Roundup will not recreate the
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1041 tables. Under PostgreSQL, you can use the ``truncate
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1042 <tablename>`` command if you wish.
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1043
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1044 Configuring Session Databases
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1045 =============================
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1046
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1047 The session and OTK (one time key) databases
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1048 store information about the operation of Roundup.
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1049 This ephemeral data:
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1050
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1051 * web login session keys,
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1052 * CSRF tokens,
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1053 * email password recovery one time keys,
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1054 * rate limiting data,
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1055 * ...
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1056
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1057 can be a performance bottleneck. It usually happens with
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1058 anydbm or SQLite backends. PostgreSQL and MySQL are
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1059 sufficiently powerful that they can handle the higher
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1060 transaction rates.
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1061
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1062 If you are using sqlite, you can choose to use the anydbm
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1063 database for session data. By default it will use additional
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1064 sqlite databases for storing the session and otk data.
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1065
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1066 The following table shows which primary databases support
7381
2884ff18c944 Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents: 7367
diff changeset
1067 different session database backends:
6814
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1068
7886
2946354d6ccd doc: replace X by + to indicate compatible options.
John Rouillard <rouilj@ieee.org>
parents: 7853
diff changeset
1069 .. table:: D - default if unconfigured, + - compatible choice
7381
2884ff18c944 Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents: 7367
diff changeset
1070 :class: captionbelow
6814
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1071
7381
2884ff18c944 Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents: 7367
diff changeset
1072 +---------------+--------+--------+-------+-------+------------+
2884ff18c944 Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents: 7367
diff changeset
1073 | | session db |
2884ff18c944 Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents: 7367
diff changeset
1074 +---------------+--------+--------+-------+-------+------------+
2884ff18c944 Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents: 7367
diff changeset
1075 |primary db | anydbm | sqlite | redis | mysql | postgresql |
2884ff18c944 Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents: 7367
diff changeset
1076 +===============+========+========+=======+=======+============+
7886
2946354d6ccd doc: replace X by + to indicate compatible options.
John Rouillard <rouilj@ieee.org>
parents: 7853
diff changeset
1077 |anydbm | D | | + | | |
7381
2884ff18c944 Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents: 7367
diff changeset
1078 +---------------+--------+--------+-------+-------+------------+
7886
2946354d6ccd doc: replace X by + to indicate compatible options.
John Rouillard <rouilj@ieee.org>
parents: 7853
diff changeset
1079 |sqlite | + | D | + | | |
7381
2884ff18c944 Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents: 7367
diff changeset
1080 +---------------+--------+--------+-------+-------+------------+
2884ff18c944 Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents: 7367
diff changeset
1081 |mysql | | | | D | |
2884ff18c944 Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents: 7367
diff changeset
1082 +---------------+--------+--------+-------+-------+------------+
2884ff18c944 Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents: 7367
diff changeset
1083 |postgresql | | | | | D |
2884ff18c944 Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents: 7367
diff changeset
1084 +---------------+--------+--------+-------+-------+------------+
6814
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1085
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1086 The ``backend`` setting is in the tracker's ``config.ini``
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1087 file under the ``sessiondb`` section.
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1088
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1089 Using Redis for Session Databases
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1090 ---------------------------------
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1091
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1092 Redis is an in memory key/value data structure store.
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1093
6819
1319ab13f286 redis works with python 2.7 too.
John Rouillard <rouilj@ieee.org>
parents: 6814
diff changeset
1094 You need to install the redis-py_ module from pypi. Then
1319ab13f286 redis works with python 2.7 too.
John Rouillard <rouilj@ieee.org>
parents: 6814
diff changeset
1095 install Redis using your package manager or by downloading
1319ab13f286 redis works with python 2.7 too.
John Rouillard <rouilj@ieee.org>
parents: 6814
diff changeset
1096 it from the Redis_ website.
6814
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1097
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1098 You need to secure your redis instance. The data that
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1099 Roundup stores includes session cookies and other
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1100 authentication tokens. At minimum you should require a
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1101 password to connect to your redis database. Set
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1102 ``requirepass`` in ``redis.conf``. Then change the
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1103 ``redis_url`` in ``config.ini`` to use the password.
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1104
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1105
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1106 For example::
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1107
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1108 redis://:mypassword@localhost:7200/10
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1109
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1110 will connect to the redis instance running on localhost at
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1111 port 7200 using the password ``mypassword`` to open database
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1112 10. The ``redis_url`` setting can load a file to better
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1113 secure the url. If you are using redis 6.0 or newer, you can
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1114 specify a username/password and access control lists to
7238
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
John Rouillard <rouilj@ieee.org>
parents: 7093
diff changeset
1115 improve the security of your data. Another good alternative
6814
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1116 is to talk to redis using a Unix domain socket.
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1117
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1118 If you are connecting to redis across the network rather
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1119 than on localhost, you should configure ssl/tls and use the
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1120 ``rediss`` scheme in the url along with the query
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1121 parameters::
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1122
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1123 ssl_cert_reqs=required&ssl_ca_certs=/path/to/custom/ca-cert
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1124
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1125 where you specify the file that can be used to validate the
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1126 SSL certificate. `Securing Redis`_ has more details.
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1127
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1128 .. _Redis: https://redis.io
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1129 .. _redis-py: https://pypi.org/project/redis/
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1130 .. _Securing Redis: https://redis.io/docs/manual/security/
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1131
6458
8f1b91756457 issue2551147 - Enable compression of http responses in roundup.
John Rouillard <rouilj@ieee.org>
parents: 6436
diff changeset
1132
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1133 Users and Security
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1134 ==================
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1135
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1136 Roundup holds its own user database which primarily contains a username,
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1137 password and email address for the user. Roundup *must* have its own user
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1138 listing, in order to maintain internal consistency of its data. It is a
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1139 relatively simple exercise to update this listing on a regular basis, or on
4891
ad3d628e73f2 docs: Link custom authentication examples in admin guide
anatoly techtonik <techtonik@gmail.com>
parents: 4890
diff changeset
1140 demand, so that it matches an external listing (eg.
ad3d628e73f2 docs: Link custom authentication examples in admin guide
anatoly techtonik <techtonik@gmail.com>
parents: 4890
diff changeset
1141 :ref:`unix passwd file<external-authentication>`,
6265
b2eb59ada444 Replace http:....roundup-tracker.org with https. Also fix wiki links.
John Rouillard <rouilj@ieee.org>
parents: 6227
diff changeset
1142 `LDAP <https://wiki.roundup-tracker.org/LDAPLogin>`_, etc.)
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1143
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1144 Roundup identifies users in a number of ways:
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1145
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1146 1. Through the web, users may be identified by either HTTP Basic
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1147 Authentication or cookie authentication. If you are running the web
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1148 server (roundup-server) through another HTTP server (eg. apache or IIS)
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1149 then that server may require HTTP Basic Authentication, and it will pass
6436
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
1150 the ``REMOTE_USER`` variable (or variable defined using
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
1151 http_auth_header) through to Roundup. If this variable is not
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1152 present, then Roundup defaults to using its own cookie-based login
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1153 mechanism.
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1154 2. In email messages handled by roundup-mailgw, users are identified by the
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1155 From address in the message.
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1156
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1157 In both cases, Roundup's behaviour when dealing with unknown users is
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1158 controlled by Permissions defined in the "SECURITY SETTINGS" section of the
2983
9614a101b68f Stuff from the train ride this morning:
Richard Jones <richard@users.sourceforge.net>
parents: 2921
diff changeset
1159 tracker's ``schema.py`` module:
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1160
6751
2f7b653b7d6f Replace old Web Registration/Email Registration with modern equiv.
John Rouillard <rouilj@ieee.org>
parents: 6727
diff changeset
1161 Web Access and Register
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1162 If granted to the Anonymous Role, then anonymous users will be able to
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1163 register through the web.
6751
2f7b653b7d6f Replace old Web Registration/Email Registration with modern equiv.
John Rouillard <rouilj@ieee.org>
parents: 6727
diff changeset
1164 Email Access and Register
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1165 If granted to the Anonymous Role, then email messages from unknown users
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1166 will result in those users being registered with the tracker.
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1167
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1168 More information about how to customise your tracker's security settings
7354
692242b3effd initial pass to change references to reference doc where needed.
John Rouillard <rouilj@ieee.org>
parents: 7335
diff changeset
1169 may be found in the `reference documentation`_.
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1170
6436
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
1171 Configuring Authentication Header/Variable
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
1172 ------------------------------------------
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
1173
7238
98d7936d97a3 Add section on configuring Content Security Policy (CSP)
John Rouillard <rouilj@ieee.org>
parents: 7093
diff changeset
1174 The front end server running Roundup can perform the user
6436
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
1175 authentication. It pass the authenticated username to the backend in a
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
1176 variable. By default roundup looks for the ``REMOTE_USER`` variable
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
1177 This can be changed by setting the parameter ``http_auth_header`` in the
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
1178 ``[web]`` section of the tracker's ``config.ini`` file. If the value
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
1179 is unset (the default) the REMOTE_USER variable is used.
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
1180
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
1181 If you are running roundup using ``roundup-server`` behind a proxy
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
1182 that authenticates the user you need to configure ``roundup-server`` to
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
1183 pass the proper header to the tracker. By default ``roundup-server``
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
1184 looks for the ``REMOTE_USER`` header for the authenticated user. You
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
1185 can copy an arbitrary header variable to the tracker using the ``-I``
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
1186 option to roundup-server (or the equivalent option in the
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
1187 roundup-server config file).
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
1188
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
1189 For example to use the ``uid_variable`` header, two configuration
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
1190 changes are needed: First configure ``roundup-server`` to pass the
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
1191 header to the tracker using::
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
1192
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
1193 roundup-server -I uid_variable ....
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
1194
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
1195 note that the header is passed exactly as supplied by the upstream
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
1196 server. It is **not** prefixed with ``HTTP_`` like other headers since
7615
60fc16b6a1cc doc: remove whitelist replace with allowing
John Rouillard <rouilj@ieee.org>
parents: 7594
diff changeset
1197 you are explicitly allowing the header. Multiple comma separated
6436
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
1198 headers can be passed to the ``-I`` option. These could be used in a
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
1199 detector or other tracker extensions, but only one header can be used
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
1200 by the tracker as an authentication header.
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
1201
7594
c9180009a286 docs: fix sentence.
John Rouillard <rouilj@ieee.org>
parents: 7593
diff changeset
1202 To make the tracker honor the new variable, change the tracker's
6436
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
1203 ``config.ini`` to read::
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
1204
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
1205 [web]
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
1206 ...
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
1207 http_auth_header = uid_variable
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
1208
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
1209 At the time this is written, support is experimental. If you use it
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
1210 you should notify the roundup maintainers using the roundup-users
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
1211 mailing list.
2572
d15b71b8a85a more logging goodness
Richard Jones <richard@users.sourceforge.net>
parents: 2479
diff changeset
1212
7306
1aad478fc03f Add section on Securing Secrets
John Rouillard <rouilj@ieee.org>
parents: 7279
diff changeset
1213
1aad478fc03f Add section on Securing Secrets
John Rouillard <rouilj@ieee.org>
parents: 7279
diff changeset
1214 Securing Secrets
1aad478fc03f Add section on Securing Secrets
John Rouillard <rouilj@ieee.org>
parents: 7279
diff changeset
1215 ================
1aad478fc03f Add section on Securing Secrets
John Rouillard <rouilj@ieee.org>
parents: 7279
diff changeset
1216
1aad478fc03f Add section on Securing Secrets
John Rouillard <rouilj@ieee.org>
parents: 7279
diff changeset
1217 Roundup can read secrets from a file that is referenced from any
1aad478fc03f Add section on Securing Secrets
John Rouillard <rouilj@ieee.org>
parents: 7279
diff changeset
1218 of the config.ini files. If you use Docker, you can bind mount
1aad478fc03f Add section on Securing Secrets
John Rouillard <rouilj@ieee.org>
parents: 7279
diff changeset
1219 the files from a secure location, or store them in a subdirectory
1aad478fc03f Add section on Securing Secrets
John Rouillard <rouilj@ieee.org>
parents: 7279
diff changeset
1220 of the tracker home.
1aad478fc03f Add section on Securing Secrets
John Rouillard <rouilj@ieee.org>
parents: 7279
diff changeset
1221
1aad478fc03f Add section on Securing Secrets
John Rouillard <rouilj@ieee.org>
parents: 7279
diff changeset
1222 You can also use a secrets management tool like Docker Swarm's
1aad478fc03f Add section on Securing Secrets
John Rouillard <rouilj@ieee.org>
parents: 7279
diff changeset
1223 secrets management. This example config.ini configuration gets
1aad478fc03f Add section on Securing Secrets
John Rouillard <rouilj@ieee.org>
parents: 7279
diff changeset
1224 the database password from a file populated by Swarm secrets::
1aad478fc03f Add section on Securing Secrets
John Rouillard <rouilj@ieee.org>
parents: 7279
diff changeset
1225
1aad478fc03f Add section on Securing Secrets
John Rouillard <rouilj@ieee.org>
parents: 7279
diff changeset
1226 [rdbms]
1aad478fc03f Add section on Securing Secrets
John Rouillard <rouilj@ieee.org>
parents: 7279
diff changeset
1227 # Database user password.
1aad478fc03f Add section on Securing Secrets
John Rouillard <rouilj@ieee.org>
parents: 7279
diff changeset
1228 # A string that starts with 'file://' is interpreted as a file
1aad478fc03f Add section on Securing Secrets
John Rouillard <rouilj@ieee.org>
parents: 7279
diff changeset
1229 # path relative to the tracker home. Using 'file:///' defines
1aad478fc03f Add section on Securing Secrets
John Rouillard <rouilj@ieee.org>
parents: 7279
diff changeset
1230 # an absolute path. The first line of the file will be used as
1aad478fc03f Add section on Securing Secrets
John Rouillard <rouilj@ieee.org>
parents: 7279
diff changeset
1231 # the value. Any string that does not start with 'file://' is
1aad478fc03f Add section on Securing Secrets
John Rouillard <rouilj@ieee.org>
parents: 7279
diff changeset
1232 # used as is. It removes any whitespace at the end of the
1aad478fc03f Add section on Securing Secrets
John Rouillard <rouilj@ieee.org>
parents: 7279
diff changeset
1233 # line, so a newline can be put in the file.
1aad478fc03f Add section on Securing Secrets
John Rouillard <rouilj@ieee.org>
parents: 7279
diff changeset
1234 #
1aad478fc03f Add section on Securing Secrets
John Rouillard <rouilj@ieee.org>
parents: 7279
diff changeset
1235 # Default: roundup
1aad478fc03f Add section on Securing Secrets
John Rouillard <rouilj@ieee.org>
parents: 7279
diff changeset
1236 password = file:///run/secrets/db_password
1aad478fc03f Add section on Securing Secrets
John Rouillard <rouilj@ieee.org>
parents: 7279
diff changeset
1237
1aad478fc03f Add section on Securing Secrets
John Rouillard <rouilj@ieee.org>
parents: 7279
diff changeset
1238 assuming that Docker Swarm secrets has the key ``db_password``
1aad478fc03f Add section on Securing Secrets
John Rouillard <rouilj@ieee.org>
parents: 7279
diff changeset
1239 and the ``--secret db_password`` option is used when starting the
1aad478fc03f Add section on Securing Secrets
John Rouillard <rouilj@ieee.org>
parents: 7279
diff changeset
1240 Roundup service.
1aad478fc03f Add section on Securing Secrets
John Rouillard <rouilj@ieee.org>
parents: 7279
diff changeset
1241
1aad478fc03f Add section on Securing Secrets
John Rouillard <rouilj@ieee.org>
parents: 7279
diff changeset
1242 Because environment variables can be inadvertently exposed in
1aad478fc03f Add section on Securing Secrets
John Rouillard <rouilj@ieee.org>
parents: 7279
diff changeset
1243 logs or process listings, Roundup does not currently support
1aad478fc03f Add section on Securing Secrets
John Rouillard <rouilj@ieee.org>
parents: 7279
diff changeset
1244 loading secrets from environment variables.
1aad478fc03f Add section on Securing Secrets
John Rouillard <rouilj@ieee.org>
parents: 7279
diff changeset
1245
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1246 Tasks
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1247 =====
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1248
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1249 Maintenance of Roundup can involve one of the following:
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1250
3780
158e31bbf86a recent patch had lines longer than 80 chars - rewrap; trim trailing spaces
Alexander Smishlajev <a1s@users.sourceforge.net>
parents: 3779
diff changeset
1251 1. `tracker backup`_
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1252 2. `software upgrade`_
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1253 3. `migrating backends`_
2005
fc52d57c6c3e documentation cleanup
Richard Jones <richard@users.sourceforge.net>
parents: 2003
diff changeset
1254 4. `moving a tracker`_
3250
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
1255 5. `migrating from other software`_
3341
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
1256 6. `adding a user from the command-line`_
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1257
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1258
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1259 Tracker Backup
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1260 --------------
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1261
3959
f764931f2c67 more words about backing up
Richard Jones <richard@users.sourceforge.net>
parents: 3883
diff changeset
1262 The roundup-admin import and export commands are **not** recommended for
f764931f2c67 more words about backing up
Richard Jones <richard@users.sourceforge.net>
parents: 3883
diff changeset
1263 performing backup.
f764931f2c67 more words about backing up
Richard Jones <richard@users.sourceforge.net>
parents: 3883
diff changeset
1264
f764931f2c67 more words about backing up
Richard Jones <richard@users.sourceforge.net>
parents: 3883
diff changeset
1265 Optionally stop the web and email frontends and to copy the contents of the
f764931f2c67 more words about backing up
Richard Jones <richard@users.sourceforge.net>
parents: 3883
diff changeset
1266 tracker home directory to some other place using standard backup tools.
f764931f2c67 more words about backing up
Richard Jones <richard@users.sourceforge.net>
parents: 3883
diff changeset
1267 This means using
f764931f2c67 more words about backing up
Richard Jones <richard@users.sourceforge.net>
parents: 3883
diff changeset
1268 *pg_dump* to take a snapshot of your Postgres backend database, for example.
f764931f2c67 more words about backing up
Richard Jones <richard@users.sourceforge.net>
parents: 3883
diff changeset
1269 A simple copy of the tracker home (and files storage area if you've configured
f764931f2c67 more words about backing up
Richard Jones <richard@users.sourceforge.net>
parents: 3883
diff changeset
1270 it to be elsewhere) will then complete the backup.
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1271
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1272
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1273 Software Upgrade
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1274 ----------------
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1275
6781
b3d4b25b4922 Add links some updates.
John Rouillard <rouilj@ieee.org>
parents: 6774
diff changeset
1276 .. _make a backup: #tracker-backup
b3d4b25b4922 Add links some updates.
John Rouillard <rouilj@ieee.org>
parents: 6774
diff changeset
1277
b3d4b25b4922 Add links some updates.
John Rouillard <rouilj@ieee.org>
parents: 6774
diff changeset
1278 Always `make a backup`_ of your tracker before upgrading software.
b3d4b25b4922 Add links some updates.
John Rouillard <rouilj@ieee.org>
parents: 6774
diff changeset
1279 Steps you may take:
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1280
6297
a635a60ffb84 Remove standalone pytest run_tests.py bundle
John Rouillard <rouilj@ieee.org>
parents: 6265
diff changeset
1281 1. Install pytest and ensure that the unit tests run on your system
a635a60ffb84 Remove standalone pytest run_tests.py bundle
John Rouillard <rouilj@ieee.org>
parents: 6265
diff changeset
1282 (using your preferred python version)::
2474
591e3cfe622a more detail
Richard Jones <richard@users.sourceforge.net>
parents: 2405
diff changeset
1283
6297
a635a60ffb84 Remove standalone pytest run_tests.py bundle
John Rouillard <rouilj@ieee.org>
parents: 6265
diff changeset
1284 pip2 install pytest
a635a60ffb84 Remove standalone pytest run_tests.py bundle
John Rouillard <rouilj@ieee.org>
parents: 6265
diff changeset
1285 python2 -m pytest test/
a635a60ffb84 Remove standalone pytest run_tests.py bundle
John Rouillard <rouilj@ieee.org>
parents: 6265
diff changeset
1286
a635a60ffb84 Remove standalone pytest run_tests.py bundle
John Rouillard <rouilj@ieee.org>
parents: 6265
diff changeset
1287
a635a60ffb84 Remove standalone pytest run_tests.py bundle
John Rouillard <rouilj@ieee.org>
parents: 6265
diff changeset
1288 pip3 install pytest
a635a60ffb84 Remove standalone pytest run_tests.py bundle
John Rouillard <rouilj@ieee.org>
parents: 6265
diff changeset
1289 python3 -m pytest test/
2474
591e3cfe622a more detail
Richard Jones <richard@users.sourceforge.net>
parents: 2405
diff changeset
1290
2387
4962f99aaa27 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2203
diff changeset
1291 2. If you're using an RDBMS backend, make a backup of its contents now.
2478
3ab2b91cdd2c *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2474
diff changeset
1292 3. Make a backup of the tracker home itself.
3ab2b91cdd2c *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2474
diff changeset
1293 4. Stop the tracker web and email frontends.
4014
b80224c1f4e3 fix poor docs
Richard Jones <richard@users.sourceforge.net>
parents: 3963
diff changeset
1294 5. Install the new version of the software::
b80224c1f4e3 fix poor docs
Richard Jones <richard@users.sourceforge.net>
parents: 3963
diff changeset
1295
b80224c1f4e3 fix poor docs
Richard Jones <richard@users.sourceforge.net>
parents: 3963
diff changeset
1296 python setup.py install
b80224c1f4e3 fix poor docs
Richard Jones <richard@users.sourceforge.net>
parents: 3963
diff changeset
1297
6781
b3d4b25b4922 Add links some updates.
John Rouillard <rouilj@ieee.org>
parents: 6774
diff changeset
1298 6. Follow the steps in the `upgrading documentation`_ for all the
6814
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
1299 versions between your original version and the new version.
3963
3230f9c88086 Fix race condition for key properties in rdbms backends [SF#1876683]
Richard Jones <richard@users.sourceforge.net>
parents: 3959
diff changeset
1300
6781
b3d4b25b4922 Add links some updates.
John Rouillard <rouilj@ieee.org>
parents: 6774
diff changeset
1301 Usually you should run `roundup_admin -i <tracker_home> migrate`
b3d4b25b4922 Add links some updates.
John Rouillard <rouilj@ieee.org>
parents: 6774
diff changeset
1302 on your tracker(s) before you allow users to start accessing the tracker.
3963
3230f9c88086 Fix race condition for key properties in rdbms backends [SF#1876683]
Richard Jones <richard@users.sourceforge.net>
parents: 3959
diff changeset
1303
3230f9c88086 Fix race condition for key properties in rdbms backends [SF#1876683]
Richard Jones <richard@users.sourceforge.net>
parents: 3959
diff changeset
1304 It's safe to run this even if it's not required, so just get into the
3230f9c88086 Fix race condition for key properties in rdbms backends [SF#1876683]
Richard Jones <richard@users.sourceforge.net>
parents: 3959
diff changeset
1305 habit.
4014
b80224c1f4e3 fix poor docs
Richard Jones <richard@users.sourceforge.net>
parents: 3963
diff changeset
1306 7. Restart your tracker web and email frontends.
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1307
2474
591e3cfe622a more detail
Richard Jones <richard@users.sourceforge.net>
parents: 2405
diff changeset
1308 If something bad happens, you may reinstate your backup of the tracker and
591e3cfe622a more detail
Richard Jones <richard@users.sourceforge.net>
parents: 2405
diff changeset
1309 reinstall the older version of the sofware using the same install command::
591e3cfe622a more detail
Richard Jones <richard@users.sourceforge.net>
parents: 2405
diff changeset
1310
591e3cfe622a more detail
Richard Jones <richard@users.sourceforge.net>
parents: 2405
diff changeset
1311 python setup.py install
591e3cfe622a more detail
Richard Jones <richard@users.sourceforge.net>
parents: 2405
diff changeset
1312
6163
c2fd254c9257 Doc updates/indexing.
John Rouillard <rouilj@ieee.org>
parents: 5902
diff changeset
1313 .. index:: database; convert from one database backend to another
6173
82f58ae89142 Add new section onroundup-admin. Ad indexing.
John Rouillard <rouilj@ieee.org>
parents: 6163
diff changeset
1314 single: roundup-admin; import and export
6163
c2fd254c9257 Doc updates/indexing.
John Rouillard <rouilj@ieee.org>
parents: 5902
diff changeset
1315
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1316 Migrating Backends
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1317 ------------------
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1318
3781
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
1319 1. Stop the existing tracker web and email frontends (preventing changes).
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
1320 2. Use the roundup-admin tool "export" command to export the contents of
5902
4f74b97dddcd Doc how to export on windows.
John Rouillard <rouilj@ieee.org>
parents: 5300
diff changeset
1321 your tracker to disk. (If you are running on windows see
4f74b97dddcd Doc how to export on windows.
John Rouillard <rouilj@ieee.org>
parents: 5300
diff changeset
1322 `issue1441336 <https://issues.roundup-tracker.org/issue1441336>`_
4f74b97dddcd Doc how to export on windows.
John Rouillard <rouilj@ieee.org>
parents: 5300
diff changeset
1323 on how to use the command line rather than interactive mode to
6227
5105df69145d Fix typo in admin doc exprt -> export.
John Rouillard <rouilj@ieee.org>
parents: 6176
diff changeset
1324 export data.)
3781
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
1325 3. Copy the tracker home to a new directory.
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
1326 4. Delete the "db" directory from the new directory.
5300
d8ed32b297e2 Update to migrating backend and tweak to install doc.
John Rouillard <rouilj@ieee.org>
parents: 5140
diff changeset
1327 5. Set the value of the ``backend`` key under the ``[database]``
d8ed32b297e2 Update to migrating backend and tweak to install doc.
John Rouillard <rouilj@ieee.org>
parents: 5140
diff changeset
1328 section of the tracker's ``config.ini`` file.
3781
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
1329 6. Use the roundup-admin "import" command to import the previous export with
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
1330 the new tracker home. If non-interactively::
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
1331
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
1332 roundup-admin -i <tracker home> import <tracker export dir>
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
1333
4567
32b24abfe98e Documentation polishing.
Eric S. Raymond <esr@thyrsus.com>
parents: 4489
diff changeset
1334 If interactively, enter 'commit' before exiting.
3781
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
1335 7. Test each of the admin tool, web interface and mail gateway using the new
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
1336 backend.
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
1337 8. Move the old tracker home out of the way (rename to "tracker.old") and
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
1338 move the new tracker home into its place.
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
1339 9. Restart web and email frontends.
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1340
7668
5b41018617f2 fix: out of memory error when importing under postgresql
John Rouillard <rouilj@ieee.org>
parents: 7667
diff changeset
1341 If you are importing into PostgreSQL, it autocommits the data every
5b41018617f2 fix: out of memory error when importing under postgresql
John Rouillard <rouilj@ieee.org>
parents: 7667
diff changeset
1342 10000 objects/rows by default. This can slow down importing, but it
5b41018617f2 fix: out of memory error when importing under postgresql
John Rouillard <rouilj@ieee.org>
parents: 7667
diff changeset
1343 prevents an out of memory error caused by using a savepoint for each
5b41018617f2 fix: out of memory error when importing under postgresql
John Rouillard <rouilj@ieee.org>
parents: 7667
diff changeset
1344 object. You can control the commit frequency by using::
5b41018617f2 fix: out of memory error when importing under postgresql
John Rouillard <rouilj@ieee.org>
parents: 7667
diff changeset
1345
5b41018617f2 fix: out of memory error when importing under postgresql
John Rouillard <rouilj@ieee.org>
parents: 7667
diff changeset
1346 pragma savepoint_limit=20000
5b41018617f2 fix: out of memory error when importing under postgresql
John Rouillard <rouilj@ieee.org>
parents: 7667
diff changeset
1347
5b41018617f2 fix: out of memory error when importing under postgresql
John Rouillard <rouilj@ieee.org>
parents: 7667
diff changeset
1348 to set a higher or lower number in roundup-admin. In this example a
5b41018617f2 fix: out of memory error when importing under postgresql
John Rouillard <rouilj@ieee.org>
parents: 7667
diff changeset
1349 commit will be done every 20,000 objects/rows. The pragma can also be
5b41018617f2 fix: out of memory error when importing under postgresql
John Rouillard <rouilj@ieee.org>
parents: 7667
diff changeset
1350 set on the roundup-admin command line as described below.
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1351
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1352 Moving a Tracker
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1353 ----------------
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1354
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1355 If you're moving the tracker to a similar machine, you should:
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1356
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1357 1. install Roundup on the new machine and test that it works there,
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1358 2. stop the existing tracker web and email frontends (preventing changes),
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1359 3. copy the tracker home directory over to the new machine, and
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1360 4. start the tracker web and email frontends on the new machine.
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1361
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1362 Most of the backends are actually portable across platforms (ie. from Unix to
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1363 Windows to Mac). If this isn't the case (ie. the tracker doesn't work when
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1364 moved using the above steps) then you'll need to:
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1365
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1366 1. install Roundup on the new machine and test that it works there,
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1367 2. stop the existing tracker web and email frontends (preventing changes),
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1368 3. use the roundup-admin tool "export" command to export the contents of
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1369 the existing tracker,
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1370 4. copy the export to the new machine,
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1371 5. use the roundup-admin "import" command to import the tracker on the new
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1372 machine, and
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1373 6. start the tracker web and email frontends on the new machine.
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1374
6163
c2fd254c9257 Doc updates/indexing.
John Rouillard <rouilj@ieee.org>
parents: 5902
diff changeset
1375 .. index::
c2fd254c9257 Doc updates/indexing.
John Rouillard <rouilj@ieee.org>
parents: 5902
diff changeset
1376 pair: roundup; migrate from other bugtracker software
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1377
3250
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
1378 Migrating From Other Software
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
1379 -----------------------------
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
1380
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
1381 You have a couple of choices. You can either use a CSV import into Roundup,
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
1382 or you can write a simple Python script which uses the Roundup API
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
1383 directly. The latter is almost always simpler -- see the "scripts"
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
1384 directory in the Roundup source for some example uses of the API.
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
1385
3780
158e31bbf86a recent patch had lines longer than 80 chars - rewrap; trim trailing spaces
Alexander Smishlajev <a1s@users.sourceforge.net>
parents: 3779
diff changeset
1386 "roundup-admin import" will import data into your tracker from a
3250
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
1387 directory containing files with the following format:
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
1388
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
1389 - one colon-separated-values file per Class with columns for each property,
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
1390 named <classname>.csv
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
1391 - one colon-separated-values file per Class with journal information,
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
1392 named <classname>-journals.csv (this is required, even if it's empty)
3780
158e31bbf86a recent patch had lines longer than 80 chars - rewrap; trim trailing spaces
Alexander Smishlajev <a1s@users.sourceforge.net>
parents: 3779
diff changeset
1393 - if the Class is a FileClass, you may have the "content" property
3250
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
1394 stored in separate files from the csv files. This goes in a directory
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
1395 structure::
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
1396
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
1397 <classname>-files/<N>/<designator>
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
1398
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
1399 where ``<designator>`` is the item's ``<classname><id>`` combination.
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
1400 The ``<N>`` value is ``int(<id> / 1000)``.
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
1401
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
1402
6163
c2fd254c9257 Doc updates/indexing.
John Rouillard <rouilj@ieee.org>
parents: 5902
diff changeset
1403 .. index:: pair: roundup-admin; managing users
c2fd254c9257 Doc updates/indexing.
John Rouillard <rouilj@ieee.org>
parents: 5902
diff changeset
1404
3341
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
1405 Adding A User From The Command-Line
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
1406 -----------------------------------
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
1407
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
1408 The ``roundup-admin`` program can create any data you wish to in the
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
1409 database. To create a new user, use::
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
1410
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
1411 roundup-admin create user
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
1412
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
1413 To figure out what good values might be for some of the fields (eg. Roles)
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
1414 you can just display another user::
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
1415
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
1416 roundup-admin list user
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
1417
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
1418 (or if you know their username, and it happens to be "richard")::
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
1419
6176
d25638d1826c Add roundup-admin filter command; fix bad doc example; add tests
John Rouillard <rouilj@ieee.org>
parents: 6175
diff changeset
1420 roundup-admin filter user username=richard
3341
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
1421
6176
d25638d1826c Add roundup-admin filter command; fix bad doc example; add tests
John Rouillard <rouilj@ieee.org>
parents: 6175
diff changeset
1422 then using the user id (e.g. 5) you get from one of the above
d25638d1826c Add roundup-admin filter command; fix bad doc example; add tests
John Rouillard <rouilj@ieee.org>
parents: 6175
diff changeset
1423 commands, you may display the user's details::
3341
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
1424
6176
d25638d1826c Add roundup-admin filter command; fix bad doc example; add tests
John Rouillard <rouilj@ieee.org>
parents: 6175
diff changeset
1425 roundup-admin display <designator>
3341
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
1426
6176
d25638d1826c Add roundup-admin filter command; fix bad doc example; add tests
John Rouillard <rouilj@ieee.org>
parents: 6175
diff changeset
1427 where designator is ``user5``.
3341
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
1428
2177
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
1429 Running the Servers
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
1430 ===================
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
1431
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
1432 Unix
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
1433 ----
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
1434
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
1435 On Unix systems, use the scripts/server-ctl script to control the
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
1436 roundup-server server. Copy it somewhere and edit the variables at the top
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
1437 to reflect your specific installation.
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
1438
6344
c63df349f319 issue2551117 - add example systemd config
John Rouillard <rouilj@ieee.org>
parents: 6297
diff changeset
1439 If you use systemd look at scripts/systemd.gunicorn. It is configured
c63df349f319 issue2551117 - add example systemd config
John Rouillard <rouilj@ieee.org>
parents: 6297
diff changeset
1440 for a wsgi deployment using gunicorn, but may be a good starting
c63df349f319 issue2551117 - add example systemd config
John Rouillard <rouilj@ieee.org>
parents: 6297
diff changeset
1441 point for your setup.
2177
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
1442
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
1443 Windows
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
1444 -------
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
1445
3780
158e31bbf86a recent patch had lines longer than 80 chars - rewrap; trim trailing spaces
Alexander Smishlajev <a1s@users.sourceforge.net>
parents: 3779
diff changeset
1446 On Windows, the roundup-server program runs as a Windows Service, and
5140
7ea6bbf4286c update docs for windows installer: 32 bit version of python, must run nstaller as administrator, ned pywin32 to run as service. Encourage installation of pytz.
John Rouillard <rouilj@ieee.org>
parents: 5102
diff changeset
1447 therefore may be controlled through the Services control panel. Note
7ea6bbf4286c update docs for windows installer: 32 bit version of python, must run nstaller as administrator, ned pywin32 to run as service. Encourage installation of pytz.
John Rouillard <rouilj@ieee.org>
parents: 5102
diff changeset
1448 that you **must** install the pywin32 package to allow roundup to
7ea6bbf4286c update docs for windows installer: 32 bit version of python, must run nstaller as administrator, ned pywin32 to run as service. Encourage installation of pytz.
John Rouillard <rouilj@ieee.org>
parents: 5102
diff changeset
1449 run as a service. The roundup-server program may also control the
7ea6bbf4286c update docs for windows installer: 32 bit version of python, must run nstaller as administrator, ned pywin32 to run as service. Encourage installation of pytz.
John Rouillard <rouilj@ieee.org>
parents: 5102
diff changeset
1450 service directly:
2177
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
1451
2405
1736886eefb3 more windows info
Richard Jones <richard@users.sourceforge.net>
parents: 2387
diff changeset
1452 **install the service**
3779
ee73abcc95d2 Sorry, another mega-patch:
Richard Jones <richard@users.sourceforge.net>
parents: 3465
diff changeset
1453 ``roundup-server -C /path/to/my/roundup-server.ini -c install``
2405
1736886eefb3 more windows info
Richard Jones <richard@users.sourceforge.net>
parents: 2387
diff changeset
1454 **start the service**
1736886eefb3 more windows info
Richard Jones <richard@users.sourceforge.net>
parents: 2387
diff changeset
1455 ``roundup-server -c start``
1736886eefb3 more windows info
Richard Jones <richard@users.sourceforge.net>
parents: 2387
diff changeset
1456 **stop the service**
1736886eefb3 more windows info
Richard Jones <richard@users.sourceforge.net>
parents: 2387
diff changeset
1457 ``roundup-server -c stop``
2177
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
1458
2405
1736886eefb3 more windows info
Richard Jones <richard@users.sourceforge.net>
parents: 2387
diff changeset
1459 To bring up the services panel:
2177
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
1460
2405
1736886eefb3 more windows info
Richard Jones <richard@users.sourceforge.net>
parents: 2387
diff changeset
1461 Windows 2000 and later
1736886eefb3 more windows info
Richard Jones <richard@users.sourceforge.net>
parents: 2387
diff changeset
1462 Start/Control Panel/Administrative Tools/Services
1736886eefb3 more windows info
Richard Jones <richard@users.sourceforge.net>
parents: 2387
diff changeset
1463 Windows NT4
1736886eefb3 more windows info
Richard Jones <richard@users.sourceforge.net>
parents: 2387
diff changeset
1464 Start/Control Panel/Services
2177
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
1465
3780
158e31bbf86a recent patch had lines longer than 80 chars - rewrap; trim trailing spaces
Alexander Smishlajev <a1s@users.sourceforge.net>
parents: 3779
diff changeset
1466 You will need a server configuration file (as described in
158e31bbf86a recent patch had lines longer than 80 chars - rewrap; trim trailing spaces
Alexander Smishlajev <a1s@users.sourceforge.net>
parents: 3779
diff changeset
1467 `Configuring roundup-server`_) for specifying tracker homes
158e31bbf86a recent patch had lines longer than 80 chars - rewrap; trim trailing spaces
Alexander Smishlajev <a1s@users.sourceforge.net>
parents: 3779
diff changeset
1468 and other roundup-server configuration. Specify the name of
158e31bbf86a recent patch had lines longer than 80 chars - rewrap; trim trailing spaces
Alexander Smishlajev <a1s@users.sourceforge.net>
parents: 3779
diff changeset
1469 this file using the ``-C`` switch when installing the service.
3779
ee73abcc95d2 Sorry, another mega-patch:
Richard Jones <richard@users.sourceforge.net>
parents: 3465
diff changeset
1470
2203
4a157c198585 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2177
diff changeset
1471 Running the Mail Gateway Script
4a157c198585 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2177
diff changeset
1472 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
4a157c198585 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2177
diff changeset
1473
4a157c198585 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2177
diff changeset
1474 The mail gateway script should be scheduled to run regularly on your
4a157c198585 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2177
diff changeset
1475 Windows server. Normally this will result in a window popping up. The
4a157c198585 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2177
diff changeset
1476 solution to this is to:
4a157c198585 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2177
diff changeset
1477
4a157c198585 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2177
diff changeset
1478 1. Create a new local account on the Roundup server
4a157c198585 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2177
diff changeset
1479 2. Set the scheduled task to run in the context of this user instead
4a157c198585 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2177
diff changeset
1480 of your normal login
4a157c198585 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2177
diff changeset
1481
7279
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1482 Mail gateway script command line
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1483 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1484
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1485 Usage::
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1486
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1487 usage: roundup_mailgw.py [-h] [-v] [-c DEFAULT_CLASS] [-I OAUTH_CLIENT_ID]
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1488 [-O OAUTH_DIRECTORY] [-S SET_VALUE]
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1489 [-T OAUTH_TOKEN_ENDPOINT]
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1490 [args ...]
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1491
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1492
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1493 The roundup mail gateway may be called in one of three ways:
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1494
7367
602cc42f9edd Unident lists.
John Rouillard <rouilj@ieee.org>
parents: 7354
diff changeset
1495 - without arguments. Then the env var ROUNDUP_INSTANCE will be tried.
602cc42f9edd Unident lists.
John Rouillard <rouilj@ieee.org>
parents: 7354
diff changeset
1496 - with an instance home as the only argument,
602cc42f9edd Unident lists.
John Rouillard <rouilj@ieee.org>
parents: 7354
diff changeset
1497 - with both an instance home and a mail spool file, or
602cc42f9edd Unident lists.
John Rouillard <rouilj@ieee.org>
parents: 7354
diff changeset
1498 - with an instance home, a mail source type and its specification.
7279
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1499
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1500 It also supports optional ``-S`` (or ``--set-value``) arguments that allows you
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1501 to set fields for a class created by the roundup-mailgw. The format for
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1502 this option is [class.]property=value where class can be omitted and
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1503 defaults to msg. The ``-S`` options uses the same
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1504 property=value[;property=value] notation accepted by the command line
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1505 roundup command or the commands that can be given on the Subject line of
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1506 an email message (if you're using multiple properties delimited with a
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1507 semicolon the class must be specified only once in the beginning).
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1508
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1509 It can let you set the type of the message on a per e-mail address basis
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1510 by calling roundup-mailgw with different email addresses and other
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1511 settings.
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1512
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1513 PIPE:
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1514 If there is no mail source specified, the mail gateway reads a single
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1515 message from the standard input and submits the message to the
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1516 roundup.mailgw module.
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1517
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1518 UNIX mailbox:
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1519 In this case, the gateway reads all messages from the UNIX mail spool
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1520 file and submits each in turn to the roundup.mailgw module. The file is
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1521 emptied once all messages have been successfully handled. The file is
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1522 specified as::
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1523
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1524 mailbox /path/to/mailbox
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1525
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1526 In all of the following mail source types, the username and password
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1527 can be stored in a ``~/.netrc`` file. If done so, only the server name
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1528 needs to be specified on the command-line.
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1529 The username and/or password will be prompted for if not supplied on
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1530 the command-line or in ``~/.netrc``.
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1531
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1532 POP:
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1533 For the mail source "pop", the gateway reads all messages from the POP
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1534 server specified and submits each in turn to the roundup.mailgw module.
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1535 The server is specified as::
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1536
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1537 pop username:password@server
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1538
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1539 The username and password may be omitted::
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1540
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1541 pop username@server
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1542 pop server
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1543
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1544 are both valid.
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1545
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1546 POPS:
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1547 Connect to a POP server over tls/ssl.
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1548 This supports the same notation as POP::
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1549
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1550 pops username:password@server
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1551
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1552 APOP:
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1553 Same as POP, but using Authenticated POP::
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1554
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1555 apop username:password@server
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1556
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1557 IMAP:
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1558 Connect to an IMAP server. This supports the same notation as that of
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1559 POP mail::
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1560
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1561 imap username:password@server
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1562
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1563 It also allows you to specify a specific mailbox other than INBOX using
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1564 this format::
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1565
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1566 imap username:password@server mailbox
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1567
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1568 IMAPS:
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1569 Connect to an IMAP server over tls/ssl.
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1570 This supports the same notation as IMAP::
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1571
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1572 imaps username:password@server [mailbox]
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1573
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1574 IMAPS_CRAM:
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1575 Connect to an IMAP server over tls/ssl using CRAM-MD5 authentication.
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1576 This supports the same notation as IMAP::
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1577
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1578 imaps_cram username:password@server [mailbox]
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1579
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1580 IMAPS_OAUTH:
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1581 Connect to an IMAP server over tls/ssl using OAUTH authentication.
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1582 Note that this does not support a password in imaps URLs.
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1583 Instead it uses only the user and server and a command-line option for
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1584 the directory with the files ``access_token``, ``refresh_token``,
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1585 ``client_secret``, and ``client_id``.
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1586 By default this directory is ``oauth`` in your tracker home directory. The
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1587 access token is tried first and, if expired, the refresh token together
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1588 with the client secret is used to retrieve a new access token. Note that
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1589 both token files need to be *writeable*, the access token is
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1590 continuously replaced and some cloud providers may also renew the
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1591 refresh token from time to time::
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1592
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1593 imaps_oauth username@server [mailbox]
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1594
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1595 The refresh and access tokens (the latter can be left empty), the
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1596 client id and the client secret need to be retrieved via cloud provider
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1597 specific protocols or websites.
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1598
7503
7b6278da3faa Update roundup-mailgw install with other methods; formatting
John Rouillard <rouilj@ieee.org>
parents: 7499
diff changeset
1599 You need the requests_ library installed to ue the IMAPS_OAUTH method.
7279
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1600
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1601 .. _requests: https://requests.readthedocs.io/en/latest/
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1602
6173
82f58ae89142 Add new section onroundup-admin. Ad indexing.
John Rouillard <rouilj@ieee.org>
parents: 6163
diff changeset
1603 .. index:: ! roundup-admin
7279
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1604 single: roundup-admin; usage
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1605 single: roundup-admin; data formats
6173
82f58ae89142 Add new section onroundup-admin. Ad indexing.
John Rouillard <rouilj@ieee.org>
parents: 6163
diff changeset
1606 single: roundup-admin; man page reference
7279
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1607 pair: roundup-admin; designator
6173
82f58ae89142 Add new section onroundup-admin. Ad indexing.
John Rouillard <rouilj@ieee.org>
parents: 6163
diff changeset
1608
82f58ae89142 Add new section onroundup-admin. Ad indexing.
John Rouillard <rouilj@ieee.org>
parents: 6163
diff changeset
1609 Using roundup-admin
82f58ae89142 Add new section onroundup-admin. Ad indexing.
John Rouillard <rouilj@ieee.org>
parents: 6163
diff changeset
1610 ===================
82f58ae89142 Add new section onroundup-admin. Ad indexing.
John Rouillard <rouilj@ieee.org>
parents: 6163
diff changeset
1611
82f58ae89142 Add new section onroundup-admin. Ad indexing.
John Rouillard <rouilj@ieee.org>
parents: 6163
diff changeset
1612 Part of the installation includes a man page for roundup-admin. Ypu
6175
72a69753f49a fix typos.
John Rouillard <rouilj@ieee.org>
parents: 6173
diff changeset
1613 should be able to read it using ``man roundup-admin``. As shown above,
6173
82f58ae89142 Add new section onroundup-admin. Ad indexing.
John Rouillard <rouilj@ieee.org>
parents: 6163
diff changeset
1614 it is a generic tool for manipulating the underlying database for you
82f58ae89142 Add new section onroundup-admin. Ad indexing.
John Rouillard <rouilj@ieee.org>
parents: 6163
diff changeset
1615 tracker.
82f58ae89142 Add new section onroundup-admin. Ad indexing.
John Rouillard <rouilj@ieee.org>
parents: 6163
diff changeset
1616
82f58ae89142 Add new section onroundup-admin. Ad indexing.
John Rouillard <rouilj@ieee.org>
parents: 6163
diff changeset
1617 Examples above show how to use it to:
82f58ae89142 Add new section onroundup-admin. Ad indexing.
John Rouillard <rouilj@ieee.org>
parents: 6163
diff changeset
1618
7367
602cc42f9edd Unident lists.
John Rouillard <rouilj@ieee.org>
parents: 7354
diff changeset
1619 * install and initialize a new tracker
602cc42f9edd Unident lists.
John Rouillard <rouilj@ieee.org>
parents: 7354
diff changeset
1620 * export/import tracker data for migrating between backends
7477
f40626db85dd typo fix.
John Rouillard <rouilj@ieee.org>
parents: 7454
diff changeset
1621 * creating a new user from the command line
7367
602cc42f9edd Unident lists.
John Rouillard <rouilj@ieee.org>
parents: 7354
diff changeset
1622 * list/find users in the tracker
6173
82f58ae89142 Add new section onroundup-admin. Ad indexing.
John Rouillard <rouilj@ieee.org>
parents: 6163
diff changeset
1623
7797
8bdf0484215c Summary: feat: roundup-admin history command has human interpretable output
John Rouillard <rouilj@ieee.org>
parents: 7795
diff changeset
1624 The basic usage is:
8bdf0484215c Summary: feat: roundup-admin history command has human interpretable output
John Rouillard <rouilj@ieee.org>
parents: 7795
diff changeset
1625
8bdf0484215c Summary: feat: roundup-admin history command has human interpretable output
John Rouillard <rouilj@ieee.org>
parents: 7795
diff changeset
1626 .. code-block:: text
7279
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1627
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1628 Usage: roundup-admin [options] [<command> <arguments>]
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1629
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1630 Options:
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1631 -i instance home -- specify the issue tracker "home directory" to administer
7395
312d52305583 - issue2551190 - Allow roundup-admin reindex to work in batches.
John Rouillard <rouilj@ieee.org>
parents: 7387
diff changeset
1632 -u -- the user[:password] to use for commands (default admin)
7279
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1633 -d -- print full designators not just class id numbers
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1634 -c -- when outputting lists of data, comma-separate them.
7395
312d52305583 - issue2551190 - Allow roundup-admin reindex to work in batches.
John Rouillard <rouilj@ieee.org>
parents: 7387
diff changeset
1635 Same as '-S ","'.
7279
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1636 -S <string> -- when outputting lists of data, string-separate them
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1637 -s -- when outputting lists of data, space-separate them.
7395
312d52305583 - issue2551190 - Allow roundup-admin reindex to work in batches.
John Rouillard <rouilj@ieee.org>
parents: 7387
diff changeset
1638 Same as '-S " "'.
7546
534f8bdb8f94 Add -P pragma=value command line option to roundup-admin.
John Rouillard <rouilj@ieee.org>
parents: 7503
diff changeset
1639 -P pragma=value -- Set a pragma on command line rather than interactively.
534f8bdb8f94 Add -P pragma=value command line option to roundup-admin.
John Rouillard <rouilj@ieee.org>
parents: 7503
diff changeset
1640 Can be used multiple times.
7279
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1641 -V -- be verbose when importing
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1642 -v -- report Roundup and Python versions (and quit)
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1643
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1644 Only one of -s, -c or -S can be specified.
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1645
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1646 Help:
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1647 roundup-admin -h
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1648 roundup-admin help -- this help
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1649 roundup-admin help <command> -- command-specific help
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1650 roundup-admin help all -- all available help
6173
82f58ae89142 Add new section onroundup-admin. Ad indexing.
John Rouillard <rouilj@ieee.org>
parents: 6163
diff changeset
1651
7279
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1652 Commands:
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1653 commit
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1654 create classname property=value ...
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1655 display designator[,designator]*
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1656 export [[-]class[,class]] export_dir
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1657 exporttables [[-]class[,class]] export_dir
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1658 filter classname propname=value ...
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1659 find classname propname=value ...
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1660 genconfig <filename>
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1661 get property designator[,designator]*
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1662 help topic
7797
8bdf0484215c Summary: feat: roundup-admin history command has human interpretable output
John Rouillard <rouilj@ieee.org>
parents: 7795
diff changeset
1663 history designator [skipquiet] [raw]
7279
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1664 import import_dir
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1665 importtables export_dir
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1666 initialise [adminpw]
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1667 install [template [backend [key=val[,key=val]]]]
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1668 list classname [property]
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1669 migrate
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1670 pack period | date
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1671 perftest [mode] [arguments]*
7395
312d52305583 - issue2551190 - Allow roundup-admin reindex to work in batches.
John Rouillard <rouilj@ieee.org>
parents: 7387
diff changeset
1672 pragma setting=value | 'list'
312d52305583 - issue2551190 - Allow roundup-admin reindex to work in batches.
John Rouillard <rouilj@ieee.org>
parents: 7387
diff changeset
1673 reindex [classname|classname:#-#|designator]*
7279
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1674 restore designator[,designator]*
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1675 retire designator[,designator]*
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1676 rollback
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1677 security [Role name]
7395
312d52305583 - issue2551190 - Allow roundup-admin reindex to work in batches.
John Rouillard <rouilj@ieee.org>
parents: 7387
diff changeset
1678 set items property=value [property=value ...]
7279
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1679 specification classname
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1680 table classname [property[,property]*]
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1681 templates [trace_search]
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1682 updateconfig <filename>
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1683 Commands may be abbreviated as long as the abbreviation
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1684 matches only one command, e.g. l == li == lis == list.
2177
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
1685
7093
f72ce883e677 Mitigation for issue2551246 -u opton to roundup-admin
John Rouillard <rouilj@ieee.org>
parents: 6915
diff changeset
1686 One thing to note, The ``-u user`` setting does not currently operate
f72ce883e677 Mitigation for issue2551246 -u opton to roundup-admin
John Rouillard <rouilj@ieee.org>
parents: 6915
diff changeset
1687 like a user logging in via the web. The user running roundup-admin
f72ce883e677 Mitigation for issue2551246 -u opton to roundup-admin
John Rouillard <rouilj@ieee.org>
parents: 6915
diff changeset
1688 must have read access to the tracker home directory. As a result the
f72ce883e677 Mitigation for issue2551246 -u opton to roundup-admin
John Rouillard <rouilj@ieee.org>
parents: 6915
diff changeset
1689 user has access to the files and the database info contained in
f72ce883e677 Mitigation for issue2551246 -u opton to roundup-admin
John Rouillard <rouilj@ieee.org>
parents: 6915
diff changeset
1690 config.ini.
f72ce883e677 Mitigation for issue2551246 -u opton to roundup-admin
John Rouillard <rouilj@ieee.org>
parents: 6915
diff changeset
1691
f72ce883e677 Mitigation for issue2551246 -u opton to roundup-admin
John Rouillard <rouilj@ieee.org>
parents: 6915
diff changeset
1692 Using ``-u user`` sets the actor/user parameter in the
f72ce883e677 Mitigation for issue2551246 -u opton to roundup-admin
John Rouillard <rouilj@ieee.org>
parents: 6915
diff changeset
1693 journal. Changes that are made are attributed to that
f72ce883e677 Mitigation for issue2551246 -u opton to roundup-admin
John Rouillard <rouilj@ieee.org>
parents: 6915
diff changeset
1694 user. The password is ignored if provided. Any existing
f72ce883e677 Mitigation for issue2551246 -u opton to roundup-admin
John Rouillard <rouilj@ieee.org>
parents: 6915
diff changeset
1695 username has full access to the data just like the admin
f72ce883e677 Mitigation for issue2551246 -u opton to roundup-admin
John Rouillard <rouilj@ieee.org>
parents: 6915
diff changeset
1696 user. This is an area for further development so that
f72ce883e677 Mitigation for issue2551246 -u opton to roundup-admin
John Rouillard <rouilj@ieee.org>
parents: 6915
diff changeset
1697 roundup-admin could be used with sudo to provide secure
f72ce883e677 Mitigation for issue2551246 -u opton to roundup-admin
John Rouillard <rouilj@ieee.org>
parents: 6915
diff changeset
1698 command line access to a tracker.
f72ce883e677 Mitigation for issue2551246 -u opton to roundup-admin
John Rouillard <rouilj@ieee.org>
parents: 6915
diff changeset
1699
f72ce883e677 Mitigation for issue2551246 -u opton to roundup-admin
John Rouillard <rouilj@ieee.org>
parents: 6915
diff changeset
1700 In general you should forget that there is a -u parameter.
f72ce883e677 Mitigation for issue2551246 -u opton to roundup-admin
John Rouillard <rouilj@ieee.org>
parents: 6915
diff changeset
1701
7404
1642a7b501df Add additional command that do not require a tracker home.
John Rouillard <rouilj@ieee.org>
parents: 7395
diff changeset
1702 All commands (except help, genconfig, templates) require a tracker
1642a7b501df Add additional command that do not require a tracker home.
John Rouillard <rouilj@ieee.org>
parents: 7395
diff changeset
1703 specifier. This is just the path to the roundup tracker you're working
1642a7b501df Add additional command that do not require a tracker home.
John Rouillard <rouilj@ieee.org>
parents: 7395
diff changeset
1704 with. A roundup tracker is where roundup keeps the database and
1642a7b501df Add additional command that do not require a tracker home.
John Rouillard <rouilj@ieee.org>
parents: 7395
diff changeset
1705 configuration file that defines an issue tracker. It may be thought of
1642a7b501df Add additional command that do not require a tracker home.
John Rouillard <rouilj@ieee.org>
parents: 7395
diff changeset
1706 as the issue tracker's "home directory". It may be specified in the
1642a7b501df Add additional command that do not require a tracker home.
John Rouillard <rouilj@ieee.org>
parents: 7395
diff changeset
1707 environment variable ``TRACKER_HOME`` or on the command line as "``-i
1642a7b501df Add additional command that do not require a tracker home.
John Rouillard <rouilj@ieee.org>
parents: 7395
diff changeset
1708 tracker``".
7279
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1709
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1710 A designator is a classname and an itemid concatenated, eg. bug1,
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1711 user10, ... Property values are represented as strings in command
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1712 arguments and in the printed results:
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1713
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1714 - Strings are, well, strings.
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1715 - Password values will display as their encoded value.
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1716 - Date values are printed in the full date format in the local time
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1717 zone, and accepted in the full format or any of the partial formats
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1718 explained below.::
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1719
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1720 Input of... Means...
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1721 "2000-04-17.03:45" 2000-04-17.03:45:00
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1722 "2000-04-17" 2000-04-17.00:00:00
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1723 "01-25" yyyy-01-25.00:00:00
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1724 "08-13.22:13" yyyy-08-13.22:13:00
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1725 "11-07.09:32:43" yyyy-11-07.09:32:43
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1726 "14:25" yyyy-mm-dd.14:25:00
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1727 "8:47:11" yyyy-mm-dd.08:47:11
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1728 "2003" 2003-01-01.00:00:00
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1729 "2003-04" 2003-04-01.00:00:00
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1730 "." "right now"
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1731
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1732 - Link values are printed as item designators. When given as an
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1733 argument, item designators and key strings are both accepted.
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1734 - Multilink values are printed as lists of item designators joined by
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1735 commas. When given as an argument, item designators and key strings
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1736 are both accepted; an empty string, a single item, or a list of items
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1737 joined by commas is accepted.
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1738
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1739 When multiple items are specified to the roundup get or roundup set
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1740 commands, the specified properties are retrieved or set on all the
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1741 listed items. When multiple results are returned by the roundup get or
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1742 roundup find commands, they are printed one per line (default) or joined
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1743 by commas (with the "``-c``" option).
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1744
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1745 Where the command changes data, a login name/password is required. The
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1746 login may be specified as either "``name``" or "``name:password``".
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1747
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1748 - ``ROUNDUP_LOGIN`` environment variable
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1749 - the "``-u``" command-line option
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1750
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1751 If either the name or password is not supplied, they are obtained from
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1752 the command-line.
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1753
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1754 The ``-u user`` setting does not currently operate like a
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1755 user logging in via the web. The user running roundup-admin
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1756 must have read access to the tracker home directory. As a
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1757 result the user has access to the files and the database
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1758 info contained in config.ini.
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1759
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1760 Using ``-u user`` sets the actor/user parameter in the
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1761 journal. Changes that are made are attributed to that
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1762 user. The password is ignored if provided. Any existing
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1763 username has full access to the data just like the admin
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1764 user. This is an area for further development so that
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1765 roundup-admin could be used with sudo to provide secure
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1766 command line access to a tracker.
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1767
7454
76b2f3c95c03 Add anchor for init section.
John Rouillard <rouilj@ieee.org>
parents: 7404
diff changeset
1768 .. _initpw:
76b2f3c95c03 Add anchor for init section.
John Rouillard <rouilj@ieee.org>
parents: 7404
diff changeset
1769
7279
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1770 When you initialise a new tracker instance you are prompted for the
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1771 admin password. If you want to initialise a tracker non-interactively
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1772 you can put the initialise command and password on the command
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1773 line. But this allows others on the host to see the password (using
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1774 the ps command). To initialise a tracker non-interactively without
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1775 exposing the password, create a file (e.g init_tracker) set to mode
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1776 600 (so only the owner can read it) with the contents:
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1777
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1778 initialise admin_password
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1779
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1780 and feed it to roundup-admin on standard input. E.G.
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1781
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1782 cat init_tracker | roundup-admin -i tracker_dir
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1783
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1784 (for more details see https://issues.roundup-tracker.org/issue2550789.)
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1785
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1786 .. index:: ! roundup-admin; usage in scripts
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1787
7795
d7d68da9878f save roundup-admin history between sessions.
John Rouillard <rouilj@ieee.org>
parents: 7668
diff changeset
1788 Using Interactively
d7d68da9878f save roundup-admin history between sessions.
John Rouillard <rouilj@ieee.org>
parents: 7668
diff changeset
1789 -------------------
d7d68da9878f save roundup-admin history between sessions.
John Rouillard <rouilj@ieee.org>
parents: 7668
diff changeset
1790
d7d68da9878f save roundup-admin history between sessions.
John Rouillard <rouilj@ieee.org>
parents: 7668
diff changeset
1791 You can edit the command line using left/right arrow keys to move the
d7d68da9878f save roundup-admin history between sessions.
John Rouillard <rouilj@ieee.org>
parents: 7668
diff changeset
1792 cursor. Using the up/down arrow keys moves among commands. It will
d7d68da9878f save roundup-admin history between sessions.
John Rouillard <rouilj@ieee.org>
parents: 7668
diff changeset
1793 save your commands between roundup-admin sessions. This is supported
d7d68da9878f save roundup-admin history between sessions.
John Rouillard <rouilj@ieee.org>
parents: 7668
diff changeset
1794 on Unix/Linux and Mac's. On windows you should install the pyreadline3
d7d68da9878f save roundup-admin history between sessions.
John Rouillard <rouilj@ieee.org>
parents: 7668
diff changeset
1795 package (see `installation documentation`_).
d7d68da9878f save roundup-admin history between sessions.
John Rouillard <rouilj@ieee.org>
parents: 7668
diff changeset
1796
d7d68da9878f save roundup-admin history between sessions.
John Rouillard <rouilj@ieee.org>
parents: 7668
diff changeset
1797 Using the ``history_length`` pragma you can set the saved history size
d7d68da9878f save roundup-admin history between sessions.
John Rouillard <rouilj@ieee.org>
parents: 7668
diff changeset
1798 for just one session.
d7d68da9878f save roundup-admin history between sessions.
John Rouillard <rouilj@ieee.org>
parents: 7668
diff changeset
1799
d7d68da9878f save roundup-admin history between sessions.
John Rouillard <rouilj@ieee.org>
parents: 7668
diff changeset
1800 You can add initialization commands to ``~/.roundup_admin_rlrc``. It
d7d68da9878f save roundup-admin history between sessions.
John Rouillard <rouilj@ieee.org>
parents: 7668
diff changeset
1801 will be loaded when roundup-admin starts. This is the mechanism to
d7d68da9878f save roundup-admin history between sessions.
John Rouillard <rouilj@ieee.org>
parents: 7668
diff changeset
1802 persistently set the number of history commands, change editing modes
d7d68da9878f save roundup-admin history between sessions.
John Rouillard <rouilj@ieee.org>
parents: 7668
diff changeset
1803 (Vi vs. Emacs). Note that redefining the history file will not work.
d7d68da9878f save roundup-admin history between sessions.
John Rouillard <rouilj@ieee.org>
parents: 7668
diff changeset
1804
d7d68da9878f save roundup-admin history between sessions.
John Rouillard <rouilj@ieee.org>
parents: 7668
diff changeset
1805 If you are using GNU readline, ``set history-size 10``. If your
d7d68da9878f save roundup-admin history between sessions.
John Rouillard <rouilj@ieee.org>
parents: 7668
diff changeset
1806 installation uses libedit (macs), it should be possible to
d7d68da9878f save roundup-admin history between sessions.
John Rouillard <rouilj@ieee.org>
parents: 7668
diff changeset
1807 persistently set the history size using ``history size
d7d68da9878f save roundup-admin history between sessions.
John Rouillard <rouilj@ieee.org>
parents: 7668
diff changeset
1808 10``. Pyreadline3 can set history length using
7962
828f79ae965b doc: update links and docs on checking links
John Rouillard <rouilj@ieee.org>
parents: 7886
diff changeset
1809 ``history_length(10)``. See the documentation for example syntax:
828f79ae965b doc: update links and docs on checking links
John Rouillard <rouilj@ieee.org>
parents: 7886
diff changeset
1810 https://pythonhosted.org/pyreadline/usage.html#configuration-file.
7795
d7d68da9878f save roundup-admin history between sessions.
John Rouillard <rouilj@ieee.org>
parents: 7668
diff changeset
1811
d7d68da9878f save roundup-admin history between sessions.
John Rouillard <rouilj@ieee.org>
parents: 7668
diff changeset
1812 History is saved to the file ``.roundup_admin_history`` in your home
d7d68da9878f save roundup-admin history between sessions.
John Rouillard <rouilj@ieee.org>
parents: 7668
diff changeset
1813 directory (for windows usually ``\Users\<username>``.
d7d68da9878f save roundup-admin history between sessions.
John Rouillard <rouilj@ieee.org>
parents: 7668
diff changeset
1814
7279
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1815 Using with the shell
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1816 --------------------
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1817
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1818 With version 0.6.0 or newer of roundup (which introduced support for
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1819 multiple designators to display and the -d, -S and -s flags):
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1820
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1821 To find all messages regarding chatting issues that contain the word
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1822 "spam", for example, you could execute the following command from the
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1823 directory where the database dumps its files::
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1824
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1825 shell% for issue in `roundup-admin -ds find issue status=chatting`; do
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1826 > grep -l spam `roundup-admin -ds ' ' get messages $issue`
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1827 > done
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1828 msg23
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1829 msg49
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1830 msg50
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1831 msg61
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1832 shell%
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1833
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1834 Or, using the -dc option, this can be written as a single command::
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1835
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1836 shell% grep -l spam `roundup get messages \
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1837 \`roundup -dc find issue status=chatting\``
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1838 msg23
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1839 msg49
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1840 msg50
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1841 msg61
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1842 shell%
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1843
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1844 You can also display issue contents::
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1845
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1846 shell% roundup-admin display `roundup-admin -dc get messages \
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1847 issue3,issue1`
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1848 files: []
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1849 inreplyto: None
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1850 recipients: []
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1851 author: 1
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1852 date: 2003-02-16.21:23:03
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1853 messageid: None
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1854 summary: jkdskldjf
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1855 files: []
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1856 inreplyto: None
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1857 recipients: []
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1858 author: 1
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1859 date: 2003-02-15.01:59:11
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1860 messageid: None
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1861 summary: jlkfjadsf
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1862
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1863 or status::
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1864
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1865 shell% roundup-admin get name `/tools/roundup/bin/roundup-admin \
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1866 -dc -i /var/roundup/sysadmin get status issue3,issue1`
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1867 unread
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1868 deferred
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1869
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1870 or status on a single line::
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1871
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1872 shell% echo `roundup-admin get name \`/tools/roundup/bin/roundup-admin \
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1873 -dc -i /var/roundup/sysadmin get status issue3,issue1\``
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1874 unread deferred
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1875
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1876 which is the same as::
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1877
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1878 shell% roundup-admin -s get name `/tools/roundup/bin/roundup-admin \
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1879 -dc -i /var/roundup/sysadmin get status issue3,issue1`
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1880 unread deferred
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1881
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1882 Also the tautological::
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1883
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1884 shell% roundup-admin get name \
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1885 `roundup-admin -dc get status \`roundup-admin -dc find issue \
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1886 status=chatting\``
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1887 chatting
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1888 chatting
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1889
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1890 Remember the roundup commands that accept multiple designators accept
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1891 them ',' separated so using '-dc' is almost always required.
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7257
diff changeset
1892
7667
08e4399c3ae4 doc: document the messages generated from import/export
John Rouillard <rouilj@ieee.org>
parents: 7615
diff changeset
1893 A Note on Import and Export
08e4399c3ae4 doc: document the messages generated from import/export
John Rouillard <rouilj@ieee.org>
parents: 7615
diff changeset
1894 ---------------------------
08e4399c3ae4 doc: document the messages generated from import/export
John Rouillard <rouilj@ieee.org>
parents: 7615
diff changeset
1895
08e4399c3ae4 doc: document the messages generated from import/export
John Rouillard <rouilj@ieee.org>
parents: 7615
diff changeset
1896 This is a little in the weeds, but I have noticed this and was asked
08e4399c3ae4 doc: document the messages generated from import/export
John Rouillard <rouilj@ieee.org>
parents: 7615
diff changeset
1897 about it so I am documenting it for the future.
08e4399c3ae4 doc: document the messages generated from import/export
John Rouillard <rouilj@ieee.org>
parents: 7615
diff changeset
1898
08e4399c3ae4 doc: document the messages generated from import/export
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1899 Running ``roundup-admin`` with ``-V`` to get additional info when
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1900 importing/exporting the tracker generates three types of messages.
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1901
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1902 For example::
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1903
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1904 $ roundup-admin -i tracker -V export ./myExport
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1905 Exporting priority - 5
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1906 Exporting Journal for priority
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1907 Exporting status - 1
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1908 Exporting Journal for status
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parents: 7615
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1909 [...]
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1910
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1911
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1912 $ roundup-admin -i tracker -V import ./myExport
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1913 Importing priority - 7
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1914 setting priority 8
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1915 Importing status - 8
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1916 setting status 9
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1917 [...]
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1918
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1919 Note the numbers for status. Exported ends up at 1, Imported ends up
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1920 at 8 and setting chooses 9. These numbers are derived differently and
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1921 used differently. You can't directly compare them.
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1922
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1923 ``Exporting issue - XXX``:
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1924
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1925 ``XXX`` is the id number of the node being exported/processed from
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1926 the database. The order is determined by sorting by the key of the
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1927 class (as set by sortkey). If the class key is 'id', then it's a
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1928 string sort so '9' comes before '1009'. You might notice if the
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1929 export is slow the numbers jumping around.
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1930
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1931 It does not usually end up as the total number of nodes
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1932 exported. However if it crashes, you know what node it was
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1933 processing at the time.
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1934
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1935 In the example above, the status node with id 1 was the last one
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1936 when sorted alphabetically by name.
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1937
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1938 ``Importing <class> - XXX``:
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1939
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1940 ``XXX`` is the number of the node (not the node id) being
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1941 imported/currently processed at line XXX+1 in the file. It is an
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1942 incrementing number starting at 0 and never jumps around. Value 0
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1943 is consumed when reading the header and not displayed. The final
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1944 value is the same as the number of objects and one less then the
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1945 number of lines in the file. If it crashes, you were processing
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1946 the line at XXX+1.
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1947
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1948 ``setting <class> XXX``:
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1949
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1950 ``XXX`` in the setting line should always be one more than the
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1951 number of imported objects. The setting value is the id for the
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1952 next created object of that type. So in theory the Importing
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1953 number should be one less than the setting number.
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1954
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1955 However under certain circumstances, Roundup can skip an id
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1956 number. This can lead to a difference of more than 1 between the
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1957 Importing and setting numbers. It's not a problem. However setting
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1958 can (and must) always be higher than the Importing number.
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1959
7279
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
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1960
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
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1961 .. _`customisation documentation`: customizing.html
7354
692242b3effd initial pass to change references to reference doc where needed.
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1962 .. _`reference documentation`: reference.html
2387
4962f99aaa27 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
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1963 .. _`upgrading documentation`: upgrading.html
6458
8f1b91756457 issue2551147 - Enable compression of http responses in roundup.
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1964 .. _`installation documentation`: installation.html
Roundup Issue Tracker: http://roundup-tracker.org/