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annotate doc/upgrading.txt @ 905:502a5ae11cc5

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Very close now. The cgi and mailgw now use the new security API. The two templates have been migrated to that setup. Lots of unit tests. Still some issue in the web form for editing Roles assigned to users.
author Richard Jones <richard@users.sourceforge.net>
date Fri, 26 Jul 2002 08:27:00 +0000
parents 2dd862af72ee
children 51519406b73e
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1 ======================================
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2 Upgrading to newer versions of Roundup
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3 ======================================
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5 Please read each section carefully and edit your instance home files
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6 accordingly.
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8 .. contents::
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9
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10 Migrating from 0.4.x to 0.5.0
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11 =============================
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12
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13 0.5.0 Configuration
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14 -------------------
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15
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16 TODO: mention stuff about indexing
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17 TODO: mention that the dbinit needs the db.post_init() method call for
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18 reindexing
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19 TODO: dbinit now imports classes from selct_db
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20 TODO: select_db needs fixing to include Class, FileClass and IssueClass
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21 TODO: migration of security settings
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24 Migrating from 0.4.1 to 0.4.2
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25 =============================
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27 0.4.2 Configuration
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28 -------------------
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29 The USER_INDEX definition introduced in 0.4.1 was too restrictive in its
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30 allowing replacement of 'assignedto' with the user's userid. Users must change
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31 the None value of 'assignedto' to 'CURRENT USER' (the string, in quotes) for
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32 the replacement behaviour to occur now.
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34 The new configuration variables are:
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36 - EMAIL_KEEP_QUOTED_TEXT
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37 - EMAIL_LEAVE_BODY_UNCHANGED
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38 - ADD_RECIPIENTS_TO_NOSY
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39
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40 See the sample configuration files in::
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42 <roundup source>/roundup/templates/classic/instance_config.py
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44 and::
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46 <roundup source>/roundup/templates/extended/instance_config.py
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47
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48 and the documentation in customizing_ for information on how they're used.
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51 0.4.2 Changes to detectors
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52 --------------------------
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53 You will need to copy the detectors from the distribution into your instance
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54 home "detectors" directory. If you used the classic schema, the detectors
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55 are in::
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56
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57 <roundup source>/roundup/templates/classic/detectors/
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59 If you used the extended schema, the detectors are in::
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61 <roundup source>/roundup/templates/extended/detectors/
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63 The change means that schema-specific code has been removed from the
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64 mail gateway and cgi interface and made into auditors:
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66 - nosyreactor.py has now got an updatenosy auditor which updates the nosy
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67 list with author, recipient and assignedto information.
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68 - statusauditor.py makes the unread or resolved -> chatting changes and
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69 presets the status of an issue to unread.
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71 There's also a bug or two fixed in the nosyreactor code.
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73 0.4.2 HTML templating changes
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74 -----------------------------
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75 The link() htmltemplate function now has a "showid" option for links and
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76 multilinks. When true, it only displays the linked node id as the anchor
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77 text. The link value is displayed as a tooltip using the title anchor
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78 attribute. To use in eg. the superseder field, have something like this::
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80 <td>
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81 <display call="field('superseder', showid=1)">
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82 <display call="classhelp('issue', 'id,title', label='list', width=500)">
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83 <property name="superseder">
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84 <br>View: <display call="link('superseder', showid=1)">
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85 </property>
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86 </td>
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87
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88 The stylesheets have been cleaned up too. You may want to use the newer
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89 versions in::
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91 <roundup source>/roundup/templates/<template>/html/default.css
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95 Migrating from 0.4.0 to 0.4.1
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96 =============================
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98 0.4.1 Files storage
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99 -------------------
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100
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101 Messages and files from newly created issues will be put into subdierectories
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102 in thousands e.g. msg123 will be put into files/msg/0/msg123, file2003
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103 will go into files/file/2/file2003. Previous messages are still found, but
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104 could be put into this structure.
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105
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106 0.4.1 Configuration
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107 -------------------
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108
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109 To allow more fine-grained access control, the variable used to check
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110 permission to auto-register users in the mail gateway is now called
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111 ANONYMOUS_REGISTER_MAIL rather than overloading ANONYMOUS_REGISTER. If the
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112 variable doesn't exist, then ANONYMOUS_REGISTER is tested as before.
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114 Configuring the links in the web header is now easier too. The following
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115 variables have been added to the classic instance_config.py::
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117 HEADER_INDEX_LINKS - defines the "index" links to be made available
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118 HEADER_ADD_LINKS - defines the "add" links
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119 DEFAULT_INDEX - specifies the index view for DEFAULT
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120 UNASSIGNED_INDEX - specifies the index view for UNASSIGNED
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121 USER_INDEX - specifies the index view for USER
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122
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123 See the <roundup source>/roundup/templates/classic/instance_config.py for more
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124 information - including how the variables are to be set up. Most users will
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125 just be able to copy the variables from the source to their instance home. If
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126 you've modified the header by changing the source of the interfaces.py file in
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127 the instance home, you'll need to remove that customisation and move it into
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128 the appropriate variables in instance_config.py.
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129
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130 The extended schema has similar variables added too - see the source for more
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131 info.
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132
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133 0.4.1 Alternate E-Mail Addresses
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134 --------------------------------
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135
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136 If you add the property "alternate_addresses" to your user class, your users
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137 will be able to register alternate email addresses that they may use to
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138 communicate with roundup as. All email from roundup will continue to be sent
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139 to their primary address.
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140
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141 If you have not edited the dbinit.py file in your instance home directory,
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142 you may simply copy the new dbinit.py file from the core code. If you used
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143 the classic schema, the interfaces file is in::
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144
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145 <roundup source>/roundup/templates/classic/dbinit.py
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146
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147 If you used the extended schema, the file is in::
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148
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149 <roundup source>/roundup/templates/extended/dbinit.py
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150
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151 If you have modified your dbinit.py file, you need to edit the dbinit.py
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152 file in your instance home directory. Find the lines which define the user
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153 class::
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154
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155 user = Class(db, "msg",
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156 username=String(), password=Password(),
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157 address=String(), realname=String(),
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158 phone=String(), organisation=String(),
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159 alternate_addresses=String())
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160
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161 You will also want to add the property to the user's details page. The
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162 template for this is the "user.item" file in your instance home "html"
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163 directory. Similar to above, you may copy the file from the roundup source if
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164 you haven't modified it. Otherwise, add the following to the template::
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165
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166 <display call="multiline('alternate_addresses')">
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167
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168 with appropriate labelling etc. See the standard template for an idea.
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169
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170
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171
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172 Migrating from 0.3.x to 0.4.0
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173 =============================
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174
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175 0.4.0 Message-ID and In-Reply-To addition
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176 -----------------------------------------
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177 0.4.0 adds the tracking of messages by message-id and allows threading
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178 using in-reply-to. Most e-mail clients support threading using this
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179 feature, and we hope to add support for it to the web gateway. If you
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180 have not edited the dbinit.py file in your instance home directory, you may
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181 simply copy the new dbinit.py file from the core code. If you used the
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182 classic schema, the interfaces file is in::
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183
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184 <roundup source>/roundup/templates/classic/dbinit.py
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185
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186 If you used the extended schema, the file is in::
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187
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188 <roundup source>/roundup/templates/extended/dbinit.py
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189
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190 If you have modified your dbinit.py file, you need to edit the dbinit.py
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191 file in your instance home directory. Find the lines which define the msg
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192 class::
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193
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194 msg = FileClass(db, "msg",
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195 author=Link("user"), recipients=Multilink("user"),
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196 date=Date(), summary=String(),
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197 files=Multilink("file"))
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198
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199 and add the messageid and inreplyto properties like so::
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200
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201 msg = FileClass(db, "msg",
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202 author=Link("user"), recipients=Multilink("user"),
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203 date=Date(), summary=String(),
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204 files=Multilink("file"),
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205 messageid=String(), inreplyto=String())
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206
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207 Also, configuration is being cleaned up. This means that your dbinit.py will
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208 also need to be changed in the open function. If you haven't changed your
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209 dbinit.py, the above copy will be enough. If you have, you'll need to change
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210 the line (round line 50)::
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211
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212 db = Database(instance_config.DATABASE, name)
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213
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214 to::
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215
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216 db = Database(instance_config, name)
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217
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218
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219 0.4.0 Configuration
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220 --------------------
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221 ``INSTANCE_NAME`` and ``EMAIL_SIGNATURE_POSITION`` have been added to the
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222 instance_config.py. The simplest solution is to copy the default values
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223 from template in the core source.
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224
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225 The mail gateway now checks ``ANONYMOUS_REGISTER`` to see if unknown users
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226 are to be automatically registered with the tracker. If it is set to "deny"
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227 then unknown users will not have access. If it is set to "allow" they will be
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228 automatically registered with the tracker.
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229
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230
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231 0.4.0 CGI script roundup.cgi
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232 ----------------------------
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233 The CGI script has been updated with some features and a bugfix, so you should
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234 copy it from the roundup cgi-bin source directory again. Make sure you update
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235 the ROUNDUP_INSTANCE_HOMES after the copy.
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236
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237
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238 0.4.0 Nosy reactor
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239 ------------------
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240 The nosy reactor has also changed - copy the nosyreactor.py file from the core
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241 source::
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242
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243 <roundup source>/roundup/templates/<template>/detectors/nosyreactor.py
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244
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245 to your instance home "detectors" directory.
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246
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247
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248 0.4.0 HTML templating
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249 ---------------------
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250 The field() function was incorrectly implemented - links and multilinks now
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251 display as text fields when rendered using field(). To display a menu (drop-
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252 down or select box) you need to use the menu() function.
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253
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254
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255
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256 Migrating from 0.2.x to 0.3.x
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257 =============================
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258
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259 0.3.x Cookie Authentication changes
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260 -----------------------------------
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261 0.3.0 introduces cookie authentication - you will need to copy the
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262 interfaces.py file from the roundup source to your instance home to enable
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263 authentication. If you used the classic schema, the interfaces file is in::
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264
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265 <roundup source>/roundup/templates/classic/interfaces.py
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266
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267 If you used the extended schema, the file is in::
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268
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269 <roundup source>/roundup/templates/extended/interfaces.py
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270
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271 If you have modified your interfaces.Client class, you will need to take
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272 note of the login/logout functionality provided in roundup.cgi_client.Client
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273 (classic schema) or roundup.cgi_client.ExtendedClient (extended schema) and
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274 modify your instance code apropriately.
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275
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276
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277 0.3.x Password encoding
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278 -----------------------
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279 This release also introduces encoding of passwords in the database. If you
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280 have not edited the dbinit.py file in your instance home directory, you may
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281 simply copy the new dbinit.py file from the core code. If you used the
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282 classic schema, the interfaces file is in::
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283
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284 <roundup source>/roundup/templates/classic/dbinit.py
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285
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286 If you used the extended schema, the file is in::
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287
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288 <roundup source>/roundup/templates/extended/dbinit.py
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289
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290
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291 If you have modified your dbinit.py file, you may use encoded passwords:
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292
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293 1. Edit the dbinit.py file in your instance home directory
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294 a. At the first code line of the open() function::
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295
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296 from roundup.hyperdb import String, Date, Link, Multilink
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297
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298 alter to include Password, as so::
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299
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300 from roundup.hyperdb import String, Password, Date, Link, Multilink
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301
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302 b. Where the password property is defined (around line 66)::
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303
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304 user = Class(db, "user",
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305 username=String(), password=String(),
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306 address=String(), realname=String(),
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307 phone=String(), organisation=String())
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308 user.setkey("username")
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309
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310 alter the "password=String()" to "password=Password()"::
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311
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312 user = Class(db, "user",
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313 username=String(), password=Password(),
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314 address=String(), realname=String(),
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315 phone=String(), organisation=String())
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316 user.setkey("username")
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317
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318 2. Any existing passwords in the database will remain cleartext until they
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319 are edited. It is recommended that at a minimum the admin password be
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320 changed immediately::
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321
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322 roundup-admin -i <instance home> set user1 password=<new password>
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323
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324
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325 0.3.x Configuration
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326 -------------------
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327 FILTER_POSITION, ANONYMOUS_ACCESS, ANONYMOUS_REGISTER have been added to
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328 the instance_config.py. Simplest solution is to copy the default values from
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329 template in the core source.
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330
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331 MESSAGES_TO_AUTHOR has been added to the IssueClass in dbinit.py. Set to 'yes'
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332 to send nosy messages to the author. Default behaviour is to not send nosy
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333 messages to the author. You will need to add MESSAGES_TO_AUTHOR to your
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334 dbinit.py in your instance home.
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335
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336
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337 0.3.x CGI script roundup.cgi
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338 ----------------------------
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339 There have been some structural changes to the roundup.cgi script - you will
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340 need to install it again from the cgi-bin directory of the source
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341 distribution. Make sure you update the ROUNDUP_INSTANCE_HOMES after the
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342 copy.
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343
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344
798
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345 .. _customizing: customizing.html
Roundup Issue Tracker: http://roundup-tracker.org/