Mercurial > p > roundup > code
annotate doc/admin_guide.txt @ 8184:53dba022d4cd
chore: update to python 3.13. Also use index file shasum.
| author | John Rouillard <rouilj@ieee.org> |
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| date | Sun, 08 Dec 2024 21:36:29 -0500 |
| parents | ea1f377c87d6 |
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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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48 |
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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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69 |
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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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74 |
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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 |
| 7334 | 237 Note it will save an old config.ini file to config.bak and create a |
| 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 Configuring Compression |
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249 ======================= |
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250 |
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251 Roundup will compress HTTP responses to clients on the fly. Dynamic, |
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252 on the fly, compression is enabled by default, to disable it set:: |
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253 |
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254 [web] |
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255 ... |
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256 dynamic_compression = No |
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257 |
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258 in the tracker's ``config.ini``. You should disable compression if |
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259 your proxy (e.g. nginx or apache) or wsgi server (uwsgi) is configured |
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260 to compress responses on the fly. The python standard library includes |
| 7385 | 261 gzip support. For brotli or zstd you will need to install packages. See |
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262 the `installation documentation`_ for details. |
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263 |
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264 .. index:: single: interfaces.py; configuring http compression |
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265 |
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266 Some assets will not be compressed on the fly. Assets with mime types |
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267 of "image/png" or "image/jpeg" will not be compressed. You |
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268 can add mime types to the list by using ``interfaces.py`` as discussed |
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269 in the `customisation documentation`_. As an example adding:: |
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270 |
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271 from roundup.cgi.client import Client |
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272 |
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273 Client.precompressed_mime_types.append('application/zip`) |
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274 |
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275 to ``interfaces.py`` will prevent zip files from being compressed. |
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276 |
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277 Any content less than 100 bytes in size will not be compressed (e.g |
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278 errors messages, short json responses). |
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279 |
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280 Zstd will be used if the client can understand it, followed by brotli |
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281 then gzip encoding. Currently the preference order is hard coded into |
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282 the server and not parsed using ``q`` values from the client's |
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283 Accept-Encoding header. This is an area for improvement. |
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284 |
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285 In addition to dynamic compression, static files/assets accessed using |
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286 ``@@file`` can be pre-compressed. This reduces CPU load on the server |
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287 and reduces the time required to respond to the client. By default |
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288 searching for pre-compressed files is disabled. To enable it set:: |
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289 |
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290 [web] |
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291 ... |
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292 use_precompressed_files = Yes |
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293 |
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294 in the tracker's ``config.ini`` file. Then you can create a |
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295 precompressed file and it will be served if the client is able to |
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296 accept it. For a file ``.../@@file/library.js`` you can create:: |
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297 |
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298 tracker_home/html/library.js.gzip |
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299 tracker_home/html/library.js.br |
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300 tracker_home/html/library.js.zstd |
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301 |
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302 which should be created by using (respectively):: |
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303 |
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304 gzip --keep --suffix .gzip library.js |
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305 brotli library.js |
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306 zstd library.js && mv library.js.zst library.js.zstd |
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307 |
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308 see the man pages for options that control compression level. Note |
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309 that some levels require additional memory on the client side, so you |
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310 may not always want to use the highest compression available. |
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311 |
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312 A pre-compressed file will not be used if its modified date is earlier |
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313 than the uncompressed file. For example, if ``library.js.gzip`` is |
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314 older (has earlier modification date) than ``library.js``, |
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315 ``library.js.gzip`` will be ignored. ``library.js`` will be |
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316 served instead. ``library.js`` will be dynamically compressed on the |
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317 fly and a warning message will be logged. |
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318 |
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319 Precompressed files override dynamic compression. For example, assume |
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320 the client can accept brotli and gzip. If there are no precompressed |
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321 files, the data will be compressed dynamically (on the fly) using |
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322 brotli. If there is a precompressed gzip file present the client will |
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323 get the gzip version and not a brotli compressed version. This |
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324 mechanism allows the admin to allow use of brotli and zstd for |
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325 dynamic content, but not for static content. |
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326 |
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327 .. _browser_handling_attached_files: |
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328 |
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329 .. index:: single: interfaces.py; Controlling browser handling of attached files |
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330 |
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331 Controlling Browser Handling of Attached Files |
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332 ============================================== |
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333 |
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334 You may be aware of the ``allow_html_file`` `config.ini setting |
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335 <reference.html#config-ini-section-web>`_. When set to yes, it permits |
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336 html files to be attached and displayed in the browser as html |
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337 files. The underlying mechanism used to enable/disable attaching HTML |
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338 is exposed using ``interfaces.py``. |
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339 |
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340 Similar to ``Client.precompressed_mime_types`` above, there is a |
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341 ``Client.mime_type_allowlist``. If a mime type is present in this |
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342 list, an attachment with this mime type is served to the browser. If |
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343 the mime type is not present, the mime type is set to |
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344 ``application/octet-stream`` which causes the browser to download the |
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345 attachment to a file. |
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346 |
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347 In release 2.4.0, the mime type ``application/pdf`` was removed from |
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348 the precompressed_mime_types list. This prevents the browser from |
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349 executing scripts that may be included in the PDF file. If you trust |
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350 the individuals uploading PDF files to your tracker and wish to allow |
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351 viewing PDF files from your tracker, you can do so by editing your |
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352 tracker's "interfaces.py" file. Adding:: |
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353 |
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354 from roundup.cgi.client import Client |
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355 Client.mime_type_allowlist.append('application/pdf') |
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356 |
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357 will permit the PDF files to be viewed in the browser rather than |
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358 downloaded to a file. |
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359 |
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360 Similarly, you can remove a mime type (e.g. audio/oog) using:: |
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361 |
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362 from roundup.cgi.client import Client |
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363 Client.mime_type_allowlist.remove('audio/oog') |
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364 |
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365 which will force the browser to save the attachment to a file rather |
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366 than playing the audio file. |
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367 |
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368 .. index:: single: interfaces.py; setting REST maximum result limit |
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369 |
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370 Configuring REST Maximum Result Limit |
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371 ===================================== |
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372 |
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373 To prevent denial of service (DOS) and limit user wait time for an |
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374 unbounded request, the REST endpoint has a maximum limit on the number |
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375 of rows that can be returned. By default, this is set to 10 million. |
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376 This setting applies to all users of the REST interface. If you want |
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377 to change this limit, you can add the following code to the |
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378 ``interfaces.py`` file in your tracker:: |
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379 |
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380 # change max response rows |
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381 from roundup.rest import RestfulInstance |
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382 RestfulInstance.max_response_row_size = 26 |
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383 |
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384 This code will set the maximum number of rows to 25 (one less than the |
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385 value). Note that this setting is rarely used and is not available in |
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386 the tracker's ``config.ini`` file. Setting it through this mechanism |
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387 allows you to enter a string or number that may break Roundup, such as |
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388 "asdf" or 0. In general, it is recommended to keep the limit at its |
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389 default value. However, this option is available for cases when a |
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390 request requires more than 10 million rows and pagination using |
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391 ``@page_index`` and ``@page_size=9999999`` is not possible. |
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392 |
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393 Adding a Web Content Security Policy (CSP) |
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394 ========================================== |
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395 |
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396 A Content Security Policy (`CSP`_) adds a layer of security to |
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397 Roundup's web interface. It makes it more difficult for an |
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398 attacker to compromise Roundup. By default Roundup does not add |
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399 a CSP. If you need to implement a CSP, this section will help you |
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400 understand how to add one and document the current level of |
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401 support for CSP in Roundup. |
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402 |
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403 Roundup's web interface has remained mostly unchanged since it |
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404 was created over a decade ago. Current releases have been slowly |
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405 modernizing the HTML to improve security. There are still some |
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406 improvements that need to happen before the tightest CSP |
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407 configurations can be used. |
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408 |
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409 Writing a CSP is complex. This section just touches on how to |
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410 create and install a CSP to improve security. Some of it might |
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411 break functionality. |
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412 |
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413 There are two ways to add a CSP: |
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414 |
| 7367 | 415 1. a fixed CSP added by a server |
| 416 2. a dynamic CSP added by Roundup | |
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417 |
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418 Fixed CSP |
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419 --------- |
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420 |
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421 If you are using a web server (Apache, Nginx) to run Roundup, you can |
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422 add a ``Content-Security-Policy`` header using that server. WSGI |
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423 servers like uWSGI can also be configured to add headers. An example |
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424 header would look like:: |
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425 |
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426 Content-Security-Policy: default-src 'self' 'unsafe-inline' 'strict-dynamic'; |
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427 |
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428 One thing that may need to be included is the ``unsafe-inline``. |
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429 The default templates use ``onload``, ``onchange``, ``onsubmit``, |
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430 and ``onclick`` JavaScript handlers. Without ``unsafe-inline`` |
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431 these won't work and popup helpers will not work. Sadly the use |
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432 of ``unsafe-inline`` is a pretty big hole in this CSP. You can |
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433 set the hashes for all the JavaScript handlers in the CSP. Then |
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434 replace ``unsafe-inline`` with ``unsafe-hashes`` to help close |
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435 this hole, but has its own issues. See `remediating |
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436 unsafe-inline`_ for another way to mitigate this. |
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437 |
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438 The inclusion of ``strict-dynamic`` allows trusted JavaScript |
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439 files that are downloaded from Roundup to make changes to the web |
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440 interface. These changes are also trusted code that will be run |
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441 when invoked. |
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442 |
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443 More secure CSPs can also be created. However because of the ability |
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444 to customise the web interface, it is difficult to provide guidance. |
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445 |
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446 Dynamic CSP |
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447 ----------- |
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448 |
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449 Roundup creates a cryptographic nonce for every client request. The |
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450 nonce is the value of the ``client.client_nonce`` property. |
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451 |
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452 By changing the templates to use the nonce, we can better secure the |
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453 Roundup instance. However the nonce has to be set in the CSP returned |
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454 by Roundup. |
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455 |
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456 One way to do this is to add a templating utility to the extensions |
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457 directory that generates the CSP on the fly. For example:: |
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458 |
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459 default_security_headers = { |
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460 'Content-Security-Policy': ( |
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461 "default-src 'self'; " |
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462 "base-uri 'self'; " |
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463 "script-src https: 'nonce-{nonce}' 'strict-dynamic'; " |
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464 "style-src 'self' 'nonce-{nonce}'; " |
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465 "img-src 'self' data:; " |
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466 "frame-ancestors 'self'; " |
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467 "object-src 'self' 'nonce-{nonce}'; " |
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468 ), |
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469 } |
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470 |
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471 |
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472 def AddHtmlHeaders(client, header_dict=None): |
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473 ''' Generate https headers from dict use default security headers |
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474 |
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475 Setting the header with a value of None will not inject the |
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476 header and can override the default set. |
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477 |
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478 Header values will be formatted with a dictionary including a |
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479 nonce. Use to set a nonce for inline scripts. |
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480 ''' |
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481 try: |
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482 if client.client_nonce is None: |
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483 # logger.warning("client_nonce is None") |
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484 client.client_nonce = client.session_api._gen_sid() |
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485 except AttributeError: |
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486 # client.client_nonce doesn't exist, create it |
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487 # logger.warning("client_nonce does not exist, creating") |
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488 client.client_nonce = client.session_api._gen_sid() |
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489 |
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490 headers = default_security_headers.copy() |
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491 if isinstance(header_dict, dict): |
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492 headers.update(header_dict) |
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493 |
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494 client_headers = client.additional_headers |
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495 |
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496 for header, value in list(headers.items()): |
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497 if value is None: |
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498 continue |
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499 client_headers[header] = value.format( |
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500 nonce=client.client_nonce) |
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501 |
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502 def init(instance): |
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503 instance.registerUtil('AddHtmlHeaders', AddHtmlHeaders) |
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504 |
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505 |
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506 Adding the following to ``page.html`` right after the opening |
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507 ``<html....`>`` tag:: |
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508 |
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509 <tal:code tal:content="python:utils.AddHtmlHeaders(request.client)" /> |
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510 |
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511 will invoke ``AddHtmlHeaders()`` to add the CSP header with the nonce. |
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512 |
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513 With this set of CSP headers, all style, script and object tags will |
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514 need a ``nonce`` attribute. This can be added by changing:: |
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515 |
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516 <script src="javascript.js"></script> |
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517 |
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518 to:: |
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519 |
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520 <script |
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521 tal:attributes="nonce request/client/client_nonce" |
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522 src="javascript.js"></script> |
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523 |
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524 for each script, object or style tag. |
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525 |
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526 Remediating ``unsafe-inline`` |
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527 ----------------------------- |
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528 .. _remediating unsafe-inline: |
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529 |
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530 Using a trusted script to set event handlers to replace the ``onX`` |
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531 handlers allows removal of the ``unsafe-inline`` handlers. If you |
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532 remove ``unsafe-inline`` the ``onX`` handlers will not run. However |
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533 you can use the label provided by the ``onX`` attribute to securely |
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534 enable a callback function. |
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535 |
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536 This method is a work in progress. As an example proof of concept, |
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537 adding this "decorator" script at the end of page.html:: |
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538 |
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539 <script tal:attributes="nonce request/client/client_nonce"> |
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540 /* set submit event listener on forms that have an |
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541 onsubmit (case insensitive) attribute */ |
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542 forms = document.querySelectorAll(form[onsubmit]) |
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543 for (let form of f) { |
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544 form.addEventListener('submit', |
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545 () => submit_once()); |
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546 }; |
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547 </script> |
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548 |
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549 will set callback for the submit even on any form that has an onsubmit |
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550 attribute to ``submit_once()``. ``submit_once`` is defined in Roundup's |
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551 base_javascript and is generated with a proper nonce. |
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552 |
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553 By including the nonce in the dynamic CSP, we can use our trusted |
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554 "decorator" script to add event listeners. These listeners will call |
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555 the trusted function in base_javascript to replace the ignored ``onX`` |
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556 handlers. |
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557 |
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558 .. _CSP: https://developer.mozilla.org/en-US/docs/Web/HTTP/CSP |
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559 |
|
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560 Classhelper Web Component |
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561 ========================= |
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562 |
|
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563 Version 2.4.0 provides a new classhelper popup written as a web |
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564 component. By installing 3 files and editing the tracker's templates |
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565 you can enable the new component. |
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566 |
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567 The `development of this component was done by team-03 |
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568 <https://github.com/UMB-CS-682-Team-03/tracker>`_ of the |
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569 Spring 2024 CS682 graduate software engineering SDL capstone |
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570 class at the University of Massachusetts - Boston. Their |
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571 documentation is copied/adapted below. |
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572 |
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573 File Installation |
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574 ----------------- |
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575 |
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576 There are three files to install in your tracker. You can |
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577 copy them from the template directory for the classic |
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578 tracker. The location of the template file can be obtained |
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579 by running: ``roundup-admin templates`` and looking for the |
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580 path value of the classic template. If the path value is |
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581 ``/path/to/template``, copy:: |
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582 |
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583 /path/to/template/html/classhelper.js |
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584 /path/to/template/html/classhelper.css |
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585 /path/to/template/html/_generic.translation |
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586 |
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587 to your tracker's html directory. |
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588 |
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589 Wrapping the Classic Classhelper |
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590 -------------------------------- |
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591 |
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592 To allow your users to select items in the web interface |
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593 using the new classhelper, you should edit the template files |
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594 in the ``html/`` subdirectory of your tracker. Where you see |
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595 code like:: |
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596 |
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597 <th i18n:translate="">Superseder</th> |
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598 <td> |
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599 <span tal:replace="structure |
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600 python:context.superseder.field(showid=1,size=20)" /> |
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601 <span tal:condition="context/is_edit_ok" |
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602 tal:replace="structure |
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603 python:db.issue.classhelp('id,title', |
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604 property='superseder', pagesize=100)" /> |
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605 [...] |
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606 </td> |
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607 |
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608 change it to wrap the classhelp span like this:: |
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609 |
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610 <th i18n:translate="">Superseder</th> |
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611 <td> |
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612 <span tal:replace="structure |
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613 python:context.superseder.field(showid=1,size=20)" /> |
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614 <roundup-classhelper |
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615 data-popup-title="Superseder Classhelper - {itemDesignator}" |
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616 data-search-with="title,status,keyword[]-name"> |
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617 <span tal:condition="context/is_edit_ok" |
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618 tal:replace="structure |
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619 python:db.issue.classhelp('id,title', |
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620 property='superseder', pagesize=100)" /> |
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621 </roundup-classhelper> |
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622 [...] |
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623 </td> |
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624 |
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625 which displays a three part classhelper. |
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626 |
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627 1. the search pane includes a text search box for the `title` |
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628 and `status` properties and a dropdown for the keyword property, |
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629 sorted by name in descending order. |
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630 2. the selection pane will show 100 search results per page. |
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631 It also allows the user to move to the next or previous result |
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632 page. |
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633 3. the accumulator at the bottom shows all the selected items. It |
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634 also has buttons to accept the items or cancel the |
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635 classhelper, leaving the original page unchanged. |
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636 |
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637 Note that the user class is a little different because users without |
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638 an Admin role can't search for a user by Role. So we hide the Role |
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639 search element for non admin users. Starting with:: |
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640 |
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641 <th i18n:translate="">Nosy List</th> |
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642 <td> |
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643 <span tal:replace="structure context/nosy/field" /> |
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644 <span tal:condition="context/is_edit_ok" tal:replace="structure |
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645 python:db.user.classhelp('username,realname,address', |
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646 property='nosy', width='600'" /> |
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647 </td> |
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648 |
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649 wrap the classhelp span with ``<roundup-classhelper>`` like:: |
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650 |
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651 <th i18n:translate="">Nosy List</th> |
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652 <td> |
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653 <span tal:replace="structure context/nosy/field" /> |
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654 <roundup-classhelper tal:define="search string:name,phone,roles[]" |
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655 tal:attributes="data-search-with python:search |
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656 if request.user.hasRole('Admin') else |
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657 ','.join(search.split(',')[:-1])"> |
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658 <span tal:condition="context/is_edit_ok" tal:replace="structure |
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659 python:db.user.classhelp('username,realname,address', |
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660 property='nosy', width='600'" /> |
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661 </roundup-classhelper> |
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662 </td> |
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663 |
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664 The ``','.join(search.split(',')[:-1])`` removes the last element of |
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665 the search string (``roles[]``) if the user does not have the Admin |
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666 role. |
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667 |
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7981
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668 Loading the <roundup-classhelper> Script |
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669 ---------------------------------------- |
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670 |
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671 To make the ``<roundup-classhelper>`` wrappers work, you |
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672 have to load the classhelper.js script. Add the following |
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673 html script tag in the head section of page.html:: |
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674 |
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675 <script type="text/javascript" src="@@file/classhelper.js"> |
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676 </script> |
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677 |
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678 You can place it anywhere before ``</head>``. This will make |
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679 it available on all pages. |
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680 |
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681 The script will also work if it is loaded at the end of the |
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682 body. It can also be added to the ``more-javascript`` slot |
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683 in one of the templates (see ``user.item.html`` for an |
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684 example) if you don't want the overhead of loading the script |
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685 on every page. |
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686 |
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687 You may want to minimize and precompress the file. Using |
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688 dynamic compression, the file is 10k when compressed with |
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689 gzip (8k with brotli). If you minimize the file first with |
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690 `rjsmin <https://pypi.org/project/rjsmin/>`_ and then |
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691 compress it, it's about 6k. See the information about using |
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692 precompressed files in the :ref:`section on compression |
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693 <configuring-compression>`. |
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694 |
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695 <roundup-classhelper> configuration |
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696 ----------------------------------- |
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697 |
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698 There are two attributes used to configure the classhelper. |
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699 |
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700 data-popup-title: |
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701 * this attribute is optional. A reasonable default is |
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702 provided if it is missing. |
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703 * Adding ``data-popup-title`` changes the title of the popup |
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704 window with the value of the attribute. |
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705 * ``{itemDesignator}`` can be used inside the attribute value |
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706 to replace it with the current classhelper usage context. |
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707 E.G. ``data-popup-title="Nosy List Classhelper - {itemDesignator}"`` |
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708 will display the popup window title as ``Nosy List Classhelper - issue24`` |
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709 |
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710 data-search-with: |
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711 * this attribute is optional. If it is not set, a search |
| 7975 | 712 panel is not created to allow the user to search within |
| 713 the class. | |
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714 * Adding ``data-search-with`` specifies the fields that can |
| 7976 | 715 be used for searching. For example when invoking the |
| 716 classhelper for the issue class, using | |
| 717 ``data-search-with="title,status,keyword"`` wil enable | |
| 718 three search fields. | |
|
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719 * The search can be customized using the following syntax: |
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720 |
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721 * Adding ``[]`` at then end of a field (``"status[]"``) |
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722 will displays a dropdown for the "status" field |
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723 listing all the values the user can access. E.G.:: |
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724 |
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725 <roundup-classhelper |
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726 data-search-with="title,status[],keyword[]"> |
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727 <span tal:condition="context/is_edit_ok" |
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728 tal:replace="structure |
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729 python:db.issue.classhelp('id,title', |
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730 property='superseder', pagesize=100)" /> |
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731 </roundup-classhelper> |
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732 |
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733 will create a search pane with a text search for title |
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734 and dropdowns for status and keyword. |
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735 |
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736 * Adding a sort key after the ``[]`` allows you to |
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737 select the order of the elements in the dropdown. For |
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738 example ``keyword[]+name`` sorts the keyword |
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739 dropdown in ascending order by name. While |
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740 ``keyword[]-name`` sorts the keyword dropdown in |
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741 descending order by name. If the sort order is not |
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742 specified, the default order for the class is used. |
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743 |
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744 <roundup-classhelper> styling |
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745 ----------------------------- |
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746 |
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747 The roundup-classhelper component uses minimal styling so it |
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748 can blend in with most trackers. If you want to change the |
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749 styling, you can modify the classhelper.css file in the html |
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750 directory. Even though roundup-classhelper is a web |
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751 component, it doesn't use the shadow DOM. If you don't know |
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752 what this means, it just means that it's easy to style. |
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753 |
|
7977
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754 Getting the web component to load changes to the css file is |
|
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755 a bit tricky. The browser caches the old file and you have |
|
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756 to resort to tricks to make it get a new copy of the file. |
|
7971
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757 |
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758 One way to do this is to open to the ``classhelper.css`` |
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759 file in your browser and force refresh it. To do this: |
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760 |
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761 1. Open the home page for your Roundup issue tracker in a |
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762 web browser. |
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763 |
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764 2. In the address bar, append ``@@file/classhelper.css`` |
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765 to the end of your Roundup URL. For example, if your |
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766 Roundup URL is ``https://example.com/tracker/``, the |
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767 URL you should visit would be |
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768 ``https://example.com/tracker/@@file/classhelper.css``. |
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769 |
| 8015 | 770 3. This will open the ``classhelper.css`` file in your browser. |
|
7971
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771 |
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772 4. Press ``Ctrl+Shift+R`` (on Windows and Linux) or |
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773 ``Cmd+Shift+R`` (on macOS). This triggers a hard |
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774 refresh of the page, which forces the browser to |
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775 reload the file and associated resources from the |
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776 server. |
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777 |
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778 This should resolve any issues caused by cached or outdated |
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779 files. It is possible that you have to open devtools and set |
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780 the disable cache option in the network panel in extreme |
|
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781 cases. |
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782 |
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783 Also during development, you might want to `set a very low |
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784 cache time |
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785 <customizing.html#changing-cache-control-headers>`_ for |
|
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786 classhelper.css using something like:: |
|
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787 |
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788 Client.Cache_Control['classhelper.css'] = "public, max-age=10" |
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789 |
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790 |
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791 Translations |
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792 ------------ |
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793 |
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794 To set up translations for the <roundup-classhelper> |
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795 component, follow these steps. |
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796 |
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797 1. Create a ``messages.pot`` file by running |
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798 ``roundup-gettext <tracker_home_directory>``. This |
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799 creates ``locale/messages.pot`` in your tracker's home |
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800 directory. It extracts all translatable strings from |
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801 your tracker. We will use it as a base template for the |
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802 new strings you want to translate. |
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803 2. See if you already have a ``.po`` translation file for |
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804 your language in the tracker's locale/ directory. If you |
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805 don't, copy ``messages.pot`` to a .po file for the |
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806 language you want to translate. For example German |
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807 would be at ``de.po`` English would be at ``en.po`` |
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808 (for example if you want to change the ``apply`` button |
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809 to say ``Do It``. |
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810 |
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811 3. Edit the new .po file. After the header, add the |
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812 translation entries for the <roundup-classhelper> |
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813 component. For example `next` and `submit` are |
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814 displayed in English when the rest of the interface is |
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815 in German. Add:: |
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816 |
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817 msgid "submit" |
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818 msgstr "gehen" |
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819 |
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820 msgid "next" |
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821 msgstr "nächste" |
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822 |
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823 msgid "name" |
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824 msgstr "name" |
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825 |
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826 Note: the value for `msgid` is case sensitive. You can |
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827 see the msgid for static strings by looking for |
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828 ``CLASSHELPER_TRANSLATION_KEYWORDS`` in classhelper.js. |
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829 |
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830 4. Save the .po file. |
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831 |
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832 5. Restart your Roundup instance. |
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833 |
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834 This should display the missing translations, for more |
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835 details refer to the `translation (i18n) section of the |
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836 developers documentation |
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837 <developers.html#extracting-translatable-messages>`_. |
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838 |
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839 The default title used for read only popups can be changed by using |
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840 the translation mechanism. Use the following:: |
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841 |
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842 msgid "Info on {className} - {itemDesignator} - Classhelper" |
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843 msgstr "{itemDesignator} - info on {className}" |
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844 |
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845 in ``en.po`` to reformat the title for the English language. Note that |
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846 ``{classname}`` is only supported in the default title. |
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847 |
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848 In addition to the default template you can translate a title set |
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849 using ``data-popup-title`` by matching the template as the msgid. |
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850 Using an example above:: |
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851 |
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852 msgid "Nosy List Classhelper - {itemDesignator}" |
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853 msgstr "Nosy List Klassenhelfer - {itemDesignator}" |
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854 |
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855 placed in ``de.po`` will translate the title into German. |
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856 |
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857 Troubleshooting |
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858 --------------- |
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859 |
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860 The roundup-classhelper will fallback to using the classic |
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861 classhelper if: |
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862 |
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863 * the user doesn't have REST access |
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864 * the browser doesn't support web components |
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865 |
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866 It will display an alert modal dialog to the user before triggering |
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867 the classic classhelper as a fallback. A detailed error will be |
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868 printed to the browser console. The console is visible in devtools and |
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869 can be opened by pressing the ``F12`` key. |
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870 |
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871 You can disable the classhelper on a per URL basis by adding |
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872 ``#classhelper-wc-toggle`` to the end of the URL. This will prevent |
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873 the web component from starting up. |
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874 |
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875 Also you can set ``DISABLE_CLASSHELP = true`` at the top of |
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876 classhelper.js to disable the classhelper without having to make any |
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877 changes to your templates. |
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878 |
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879 Advanced Configuration |
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880 ---------------------- |
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881 |
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882 The classhelper.js file has a few tweakable options for use |
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883 by advanced users. The endpoint for the roles list requires |
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884 the user to have Admin rights. You can add your own roles |
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885 endpoint with a different authorization mechanism. The |
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886 following code can be added to your tracker's interfaces.py. |
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887 You can create this file if it doesn't exist. This code |
| 7979 | 888 creates a new REST endpoint at ``/rest/roles``:: |
|
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889 |
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890 from roundup.rest import Routing, RestfulInstance, _data_decorator |
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891 |
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892 class RestfulInstance: |
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893 |
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894 @Routing.route("/roles", 'GET') |
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895 @_data_decorator |
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896 def get_roles(self, input): |
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897 """Return all defined roles. The User class property |
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|
898 roles is a string but simulate it as a MultiLink |
|
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899 to an actual Roles class. |
|
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|
900 """ |
|
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|
901 return 200, {"collection": |
|
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|
902 [{"id": rolename,"name": rolename} |
|
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|
903 for rolename in list(self.db.security.role.keys())]} |
|
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|
904 |
|
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|
905 |
|
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|
906 See the `REST documentation <rest.html>`_ for details on |
|
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|
907 using ``interfaces.py`` to add new REST endpoints. |
|
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|
908 |
|
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|
909 The code above allows any user with REST access to see all |
|
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|
910 the roles defined in the tracker. |
|
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|
911 |
|
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|
912 To make classhelper.js use this new endpoint, look for:: |
|
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|
913 |
|
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|
914 |
|
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|
915 const ALTERNATIVE_DROPDOWN_PATHNAMES = { |
|
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|
916 "roles": "/rest/data/user/roles" |
|
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|
917 } |
|
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|
918 |
|
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|
919 and change it to:: |
|
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|
920 |
|
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|
921 const ALTERNATIVE_DROPDOWN_PATHNAMES = { |
|
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|
922 "roles": "/rest/roles" |
|
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|
923 } |
|
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|
924 |
|
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|
925 Users may have to perform a hard reload to cache this change |
|
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|
926 on their system. |
|
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|
927 |
|
6604
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|
928 Configuring native-fts Full Text Search |
|
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|
929 ======================================= |
|
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|
930 |
| 6612 | 931 Roundup release 2.2.0 supports database-native full text search. |
|
6604
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|
932 SQLite (minimum version 3.9.0) with FTS5 and PostgreSQL (minimum |
|
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|
933 version 11.0) with websearch_to_tsvector are supported. |
|
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|
934 |
|
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|
935 To enable this method, change the ``indexer`` setting in the tracker's |
|
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|
936 config.ini to ``native-fts``. Then reindex using ``roundup-admin -i |
|
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|
937 tracker_home reindex``. The amount of time it takes to reindex |
|
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|
938 depends on the amount of data in your tracker, the speed of your |
|
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|
939 disks, etc. It can take hours. |
|
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|
940 |
|
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|
941 SQLite details |
|
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|
942 -------------- |
|
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|
943 |
|
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|
944 The SQLite native-fts changes the full text search query a little bit. |
|
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945 For the other search methods, the search terms are split on white |
|
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946 space and each item in the index: a field (e.g. title), message |
|
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|
947 content and file content is searched for all the terms. If any term is |
|
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Allow Roundup to use PostgreSQL database native full text search
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|
948 missing that item is ignored. Once the items are found they are mapped |
|
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John Rouillard <rouilj@ieee.org>
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|
949 to an issue and the normal issue index is displayed. |
|
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Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
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|
950 |
|
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|
951 When using FTS5, the search terms can use the full text search query |
|
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|
952 language described at: |
|
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|
953 https://www.sqlite.org/fts5.html#full_text_query_syntax. This |
|
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|
954 supports: |
|
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|
955 |
| 7593 | 956 * plain word search (joined by 'and', similar to other search methods) |
| 7367 | 957 * phrase search with terms enclosed in quotes (``"``) |
| 958 * proximity search with varying distances using ``NEAR()`` | |
| 959 * boolean operations by grouping with parentheses and using ``AND`` | |
| 960 and ``OR`` | |
| 961 * exclusion using ``NOT`` | |
| 962 * prefix searching by prefixing the term with``^`` | |
|
6604
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|
963 |
|
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|
964 All of the data that is indexed is in a single column, so when column |
|
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Allow Roundup to use PostgreSQL database native full text search
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|
965 specifiers are used they usually result in an error which is detected |
|
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|
966 and an enhanced error message is produced. |
|
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John Rouillard <rouilj@ieee.org>
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|
967 |
|
6915
9ff091537f43
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John Rouillard <rouilj@ieee.org>
parents:
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|
968 Unlike the native, xapian and whoosh indexers there is no |
|
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parents:
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|
969 limit to the length of terms that are indexed. Also |
|
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parents:
6835
diff
changeset
|
970 stopwords are indexed but ignored when searching if they are |
|
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diff
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|
971 the only word in the search. So a search for "the" will |
|
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postgresql native-fts; more indexer tests
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parents:
6835
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|
972 return no results but "the book" will return |
|
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|
973 results. Pre-filtering the stopwords when indexing would |
|
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John Rouillard <rouilj@ieee.org>
parents:
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|
974 break proximity and phrase searching. This may be helpful or |
|
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John Rouillard <rouilj@ieee.org>
parents:
6835
diff
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|
975 problematic for your particular tracker. |
|
6604
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|
976 |
|
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diff
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|
977 To support the most languages available, the unicode61 tokenizer is |
|
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|
978 used without porter stemming. Using the ``indexer_language`` setting |
|
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diff
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|
979 to enable stemming for ``english`` is not available in this |
|
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|
980 implementation. Also ranking information is not used in this |
|
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|
981 implementation. These are areas for improvement. |
|
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|
982 |
|
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John Rouillard <rouilj@ieee.org>
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|
983 PostgreSQL info |
|
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Allow Roundup to use PostgreSQL database native full text search
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diff
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|
984 --------------- |
|
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|
985 |
|
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
986 The PostgreSQL native-fts changes the full text search query a little |
|
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Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
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diff
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|
987 bit. When using PostgreSQL full text search, two different query |
|
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|
988 languages are supported. |
|
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John Rouillard <rouilj@ieee.org>
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|
989 |
|
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diff
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|
990 1. websearch - described at the end of |
|
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parents:
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|
991 `Parsing Queries`_ under websearch_to_tsquery. This is the default. |
|
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diff
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|
992 |
|
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|
993 2. tsquery - described at the beginning of `Parsing Queries`_ with |
|
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John Rouillard <rouilj@ieee.org>
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|
994 to_tsquery. It is enabled by starting the search phrase with ``ts:``. |
|
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Allow Roundup to use PostgreSQL database native full text search
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|
995 |
|
8073
57ef20b6c003
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
996 .. _Parsing Queries: |
|
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John Rouillard <rouilj@ieee.org>
parents:
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diff
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|
997 https://www.postgresql.org/docs/current/textsearch-controls.html#TEXTSEARCH-PARSING-QUERIES |
|
6604
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998 |
|
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|
999 Websearch provides a more natural style of search and supports: |
|
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|
1000 |
|
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|
1001 * plain word search (stemmed in most cases) |
|
6613
2eec7a500333
Doc updates for indexers.
John Rouillard <rouilj@ieee.org>
parents:
6612
diff
changeset
|
1002 * phrase search with terms enclosed in quotes (``"``) |
|
6604
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|
1003 * exclusion by prefixing a term/phrase with ``-`` |
|
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1004 * alternative/or searching with ``or`` between terms |
|
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1005 * ignores non-word characters including punctuation |
|
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|
1006 |
|
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|
1007 Tsquery supports: |
|
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|
1008 |
|
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|
1009 * a strict query syntax |
|
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1010 * plain word search |
|
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1011 * phrase search with the ``<->`` operator or enclosing the phrase in |
|
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1012 ``'`` single quotes (note this will use a stemmer on the terms |
|
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1013 in the phrase). |
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1014 * proximity search with varying distances using ``<N>`` |
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1015 * boolean operations by grouping with parentheses and using ``&`` |
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1016 and ``|`` |
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1017 * exclusion using ``!`` |
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1018 * prefix searching using ``:*`` at the end of the prefix |
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1019 |
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1020 All of the data that is indexed is in a single column and input |
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1021 weighing is not used. |
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1022 |
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1023 Depending on the FTS configuration (determined by the |
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1024 ``indexer_language`` setting), stopwords are supported. PostgreSQL |
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1025 takes the stopwords into account when calculating the data needed for |
|
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1026 proximity/near searches. Like SQLite FTS, there is no limit to the |
|
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1027 length of terms that are indexed. Again this may be helpful or |
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1028 problematic for your particular tracker. |
|
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1029 |
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1030 The config.ini ``indexer_language`` setting is used to define the |
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1031 configuration used for indexing. For example with the default |
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1032 ``english`` setting a snowball stemmer (english_stem) is used. So |
|
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1033 words like 'drive' and 'driving' and 'drive-in' will all match a |
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1034 search for 'drive' but will not match 'driver'. |
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1035 |
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1036 The indexer_language is used as the configuration name for every call |
|
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1037 to the text search functions (to_tsvector, to_tsquery). Changing this |
|
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1038 requires reindexing. |
|
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1039 |
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1040 The `configuration list can be obtained using using psql's`_ |
|
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1041 ``\dF`` command. |
|
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1042 |
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1043 .. _configuration list can be obtained using using psql's: |
|
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1044 https://www.postgresql.org/docs/current/textsearch-psql.html |
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1045 |
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1046 Roundup includes a hardcoded list for all languages supported by |
|
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1047 PostgreSQL 14.1. The list includes 5 custom "languages" |
|
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1048 ``custom1`` ... ``custom5`` to allow you to set up your `own textsearch |
|
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1049 configuration`_ using one of the custom names. Depending on your |
|
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1050 PostgreSQL version, we may allow an invalid language to be configured. |
|
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1051 You will see an error about ``text search configuration ... does not |
|
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1052 exist``. |
|
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1053 |
|
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1054 .. _own textsearch configuration: |
|
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1055 https://www.postgresql.org/docs/current/textsearch-configuration.html |
|
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1056 |
|
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1057 It may be possible to append to this list using the tracker's |
|
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1058 interfaces.py. For details, see ``test/test_indexer.py`` in the |
|
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1059 roundup distribution and search for ``valid_langs``. If you succeed |
|
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1060 please email roundup-users AT lists.sourceforge.net with a description |
|
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1061 of your success. |
|
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1062 |
|
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1063 After changing the configuration language, you must reindex the |
|
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1064 tracker since the index must match the configuration language used for |
|
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1065 querying. |
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1066 |
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1067 Also there are various `dictionaries`_ that allow you to: |
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1068 |
| 7367 | 1069 * add stopwords |
| 1070 * override stemming for a term | |
| 1071 * add synonyms (e.g. a search for "pg" can also match 'psql' | |
| 1072 "postgresql") | |
| 1073 * add terms that expand/contract the search space (Thesaurus | |
| 1074 dictionary) | |
| 1075 * additional transforms | |
|
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1076 |
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1077 .. _dictionaries: https://www.postgresql.org/docs/14/textsearch-dictionaries.html |
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1078 |
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1079 Use of these is beyond this documentation. Please visit the |
|
6606
328ad56e438a
postgresql database fts - add to CHANGES and add url to admin.
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1080 appropriate PostgreSQL documents. The following my also be helpful: |
|
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1081 |
|
7257
16d6d81b4565
update http to https url.
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1082 * https://rachbelaid.com/postgres-full-text-search-is-good-enough/ |
|
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1083 |
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1084 Ranking information is not used in this implementation. Also stop |
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1085 words set in config.ini are ignored. These are areas for improvement. |
|
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1086 |
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1087 Cleaning up old native indexes |
|
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1088 ------------------------------ |
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1089 |
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1090 If you are happy with the database fts indexing, you can save some space by |
|
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1091 removing the data from the native text indexing tables. This requires |
|
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1092 using the ``sqlite3`` or ``psql`` commands to execute SQL to delete the |
|
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1093 rows in the ``__textids`` and ``__words`` tables. You can do this with |
|
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1094 the following SQL commands:: |
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1095 |
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1096 delete from __words; |
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1097 delete from __textids; |
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1098 |
|
6814
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1099 Note this deletes data from the tables and does *not* delete |
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1100 the table. This allows you to revert to Roundup's native |
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1101 full text indexing on SQLite or Postgres. If you were to |
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1102 delete the tables, Roundup will not recreate the |
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1103 tables. Under PostgreSQL, you can use the ``truncate |
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1104 <tablename>`` command if you wish. |
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1105 |
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1106 Configuring Session Databases |
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1107 ============================= |
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1108 |
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1109 The session and OTK (one time key) databases |
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1110 store information about the operation of Roundup. |
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1111 This ephemeral data: |
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1112 |
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1113 * web login session keys, |
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1114 * CSRF tokens, |
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1115 * email password recovery one time keys, |
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1116 * rate limiting data, |
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1117 * ... |
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1118 |
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1119 can be a performance bottleneck. It usually happens with |
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1120 anydbm or SQLite backends. PostgreSQL and MySQL are |
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1121 sufficiently powerful that they can handle the higher |
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1122 transaction rates. |
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1123 |
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1124 If you are using sqlite, you can choose to use the anydbm |
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1125 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
|
1126 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
|
1127 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
1128 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:
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diff
changeset
|
1129 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
|
1130 |
|
7886
2946354d6ccd
doc: replace X by + to indicate compatible options.
John Rouillard <rouilj@ieee.org>
parents:
7853
diff
changeset
|
1131 .. 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
|
1132 :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
|
1133 |
|
7381
2884ff18c944
Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
7367
diff
changeset
|
1134 +---------------+--------+--------+-------+-------+------------+ |
|
2884ff18c944
Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
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diff
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|
1135 | | session db | |
|
2884ff18c944
Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
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diff
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|
1136 +---------------+--------+--------+-------+-------+------------+ |
|
2884ff18c944
Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
7367
diff
changeset
|
1137 |primary db | anydbm | sqlite | redis | mysql | postgresql | |
|
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Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
7367
diff
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|
1138 +===============+========+========+=======+=======+============+ |
|
8016
098ceff38349
docs: escape + in table, prevent it from starting an unordered list
John Rouillard <rouilj@ieee.org>
parents:
8015
diff
changeset
|
1139 |anydbm | D | | \+ | | | |
|
7381
2884ff18c944
Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
7367
diff
changeset
|
1140 +---------------+--------+--------+-------+-------+------------+ |
|
8016
098ceff38349
docs: escape + in table, prevent it from starting an unordered list
John Rouillard <rouilj@ieee.org>
parents:
8015
diff
changeset
|
1141 |sqlite | \+ | D | \+ | | | |
|
7381
2884ff18c944
Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
1142 +---------------+--------+--------+-------+-------+------------+ |
|
2884ff18c944
Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
7367
diff
changeset
|
1143 |mysql | | | | D | | |
|
2884ff18c944
Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
7367
diff
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|
1144 +---------------+--------+--------+-------+-------+------------+ |
|
2884ff18c944
Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
7367
diff
changeset
|
1145 |postgresql | | | | | D | |
|
2884ff18c944
Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
7367
diff
changeset
|
1146 +---------------+--------+--------+-------+-------+------------+ |
|
6814
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
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diff
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|
1147 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1148 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
|
1149 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
|
1150 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1151 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
|
1152 --------------------------------- |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
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diff
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|
1153 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1154 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
|
1155 |
|
6819
1319ab13f286
redis works with python 2.7 too.
John Rouillard <rouilj@ieee.org>
parents:
6814
diff
changeset
|
1156 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
|
1157 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
|
1158 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
|
1159 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1160 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
|
1161 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
|
1162 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
|
1163 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
|
1164 ``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
|
1165 ``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
|
1166 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1167 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
1168 For example:: |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1169 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1170 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
|
1171 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1172 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
|
1173 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
|
1174 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
|
1175 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
|
1176 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
|
1177 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
|
1178 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
|
1179 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1180 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
|
1181 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
|
1182 ``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
|
1183 parameters:: |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1184 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1185 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
|
1186 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1187 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
|
1188 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
|
1189 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1190 .. _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
|
1191 .. _redis-py: https://pypi.org/project/redis/ |
|
8055
335b8a40e355
docs: update link to redis.io security doc.
John Rouillard <rouilj@ieee.org>
parents:
8041
diff
changeset
|
1192 .. _Securing Redis: https://redis.io/docs/latest/operate/oss_and_stack/management/security/ |
|
6814
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1193 |
|
6458
8f1b91756457
issue2551147 - Enable compression of http responses in roundup.
John Rouillard <rouilj@ieee.org>
parents:
6436
diff
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|
1194 |
|
2003
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1195 Users and Security |
|
a291bf753037
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parents:
diff
changeset
|
1196 ================== |
|
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diff
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|
1197 |
|
a291bf753037
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1198 Roundup holds its own user database which primarily contains a username, |
|
a291bf753037
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1199 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
|
1200 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
|
1201 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
|
1202 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
|
1203 :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
|
1204 `LDAP <https://wiki.roundup-tracker.org/LDAPLogin>`_, etc.) |
|
2003
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maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1205 |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1206 Roundup identifies users in a number of ways: |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1207 |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1208 1. Through the web, users may be identified by either HTTP Basic |
|
a291bf753037
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1209 Authentication or cookie authentication. If you are running the web |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1210 server (roundup-server) through another HTTP server (eg. apache or IIS) |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1211 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
|
1212 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
|
1213 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
|
1214 present, then Roundup defaults to using its own cookie-based login |
|
a291bf753037
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1215 mechanism. |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1216 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
|
1217 From address in the message. |
|
a291bf753037
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1218 |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1219 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
|
1220 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
|
1221 tracker's ``schema.py`` module: |
|
2003
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1222 |
|
6751
2f7b653b7d6f
Replace old Web Registration/Email Registration with modern equiv.
John Rouillard <rouilj@ieee.org>
parents:
6727
diff
changeset
|
1223 Web Access and Register |
|
2003
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1224 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
|
1225 register through the web. |
|
6751
2f7b653b7d6f
Replace old Web Registration/Email Registration with modern equiv.
John Rouillard <rouilj@ieee.org>
parents:
6727
diff
changeset
|
1226 Email Access and Register |
|
2003
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1227 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
|
1228 will result in those users being registered with the tracker. |
|
a291bf753037
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1229 |
|
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maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1230 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
|
1231 may be found in the `reference documentation`_. |
|
2003
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1232 |
|
6436
1f2f7c0b8968
issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents:
6344
diff
changeset
|
1233 Configuring Authentication Header/Variable |
|
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1234 ------------------------------------------ |
|
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1235 |
|
7238
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Add section on configuring Content Security Policy (CSP)
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|
1236 The front end server running Roundup can perform the user |
|
6436
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|
1237 authentication. It pass the authenticated username to the backend in a |
|
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|
1238 variable. By default roundup looks for the ``REMOTE_USER`` variable |
|
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|
1239 This can be changed by setting the parameter ``http_auth_header`` in the |
|
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|
1240 ``[web]`` section of the tracker's ``config.ini`` file. If the value |
|
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|
1241 is unset (the default) the REMOTE_USER variable is used. |
|
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1242 |
|
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|
1243 If you are running roundup using ``roundup-server`` behind a proxy |
|
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|
1244 that authenticates the user you need to configure ``roundup-server`` to |
|
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|
1245 pass the proper header to the tracker. By default ``roundup-server`` |
|
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|
1246 looks for the ``REMOTE_USER`` header for the authenticated user. You |
|
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|
1247 can copy an arbitrary header variable to the tracker using the ``-I`` |
|
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|
1248 option to roundup-server (or the equivalent option in the |
|
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|
1249 roundup-server config file). |
|
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1250 |
|
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|
1251 For example to use the ``uid_variable`` header, two configuration |
|
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1252 changes are needed: First configure ``roundup-server`` to pass the |
|
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|
1253 header to the tracker using:: |
|
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1254 |
|
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|
1255 roundup-server -I uid_variable .... |
|
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1256 |
|
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|
1257 note that the header is passed exactly as supplied by the upstream |
|
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|
1258 server. It is **not** prefixed with ``HTTP_`` like other headers since |
|
7615
60fc16b6a1cc
doc: remove whitelist replace with allowing
John Rouillard <rouilj@ieee.org>
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diff
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|
1259 you are explicitly allowing the header. Multiple comma separated |
|
6436
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|
1260 headers can be passed to the ``-I`` option. These could be used in a |
|
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|
1261 detector or other tracker extensions, but only one header can be used |
|
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|
1262 by the tracker as an authentication header. |
|
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|
1263 |
| 7594 | 1264 To make the tracker honor the new variable, change the tracker's |
|
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|
1265 ``config.ini`` to read:: |
|
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|
1266 |
|
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1267 [web] |
|
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1268 ... |
|
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|
1269 http_auth_header = uid_variable |
|
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1270 |
|
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|
1271 At the time this is written, support is experimental. If you use it |
|
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|
1272 you should notify the roundup maintainers using the roundup-users |
|
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|
1273 mailing list. |
|
2572
d15b71b8a85a
more logging goodness
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|
1274 |
|
7306
1aad478fc03f
Add section on Securing Secrets
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|
1275 |
|
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|
1276 Securing Secrets |
|
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|
1277 ================ |
|
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|
1278 |
|
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|
1279 Roundup can read secrets from a file that is referenced from any |
|
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|
1280 of the config.ini files. If you use Docker, you can bind mount |
|
1aad478fc03f
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|
1281 the files from a secure location, or store them in a subdirectory |
|
1aad478fc03f
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John Rouillard <rouilj@ieee.org>
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|
1282 of the tracker home. |
|
1aad478fc03f
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|
1283 |
|
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|
1284 You can also use a secrets management tool like Docker Swarm's |
|
1aad478fc03f
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|
1285 secrets management. This example config.ini configuration gets |
|
1aad478fc03f
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|
1286 the database password from a file populated by Swarm secrets:: |
|
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|
1287 |
|
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|
1288 [rdbms] |
|
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|
1289 # Database user password. |
|
1aad478fc03f
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|
1290 # A string that starts with 'file://' is interpreted as a file |
|
1aad478fc03f
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John Rouillard <rouilj@ieee.org>
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|
1291 # path relative to the tracker home. Using 'file:///' defines |
|
1aad478fc03f
Add section on Securing Secrets
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|
1292 # an absolute path. The first line of the file will be used as |
|
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|
1293 # the value. Any string that does not start with 'file://' is |
|
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John Rouillard <rouilj@ieee.org>
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|
1294 # used as is. It removes any whitespace at the end of the |
|
1aad478fc03f
Add section on Securing Secrets
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|
1295 # line, so a newline can be put in the file. |
|
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|
1296 # |
|
1aad478fc03f
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|
1297 # Default: roundup |
|
1aad478fc03f
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|
1298 password = file:///run/secrets/db_password |
|
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|
1299 |
|
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|
1300 assuming that Docker Swarm secrets has the key ``db_password`` |
|
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1301 and the ``--secret db_password`` option is used when starting the |
|
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|
1302 Roundup service. |
|
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|
1303 |
|
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|
1304 Because environment variables can be inadvertently exposed in |
|
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|
1305 logs or process listings, Roundup does not currently support |
|
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|
1306 loading secrets from environment variables. |
|
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|
1307 |
|
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|
1308 Tasks |
|
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|
1309 ===== |
|
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|
1310 |
|
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|
1311 Maintenance of Roundup can involve one of the following: |
|
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|
1312 |
|
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|
1313 1. `tracker backup`_ |
|
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|
1314 2. `software upgrade`_ |
|
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|
1315 3. `migrating backends`_ |
|
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2003
diff
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|
1316 4. `moving a tracker`_ |
| 3250 | 1317 5. `migrating from other software`_ |
|
3341
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1318 6. `adding a user from the command-line`_ |
|
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1319 |
|
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1320 |
|
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|
1321 Tracker Backup |
|
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|
1322 -------------- |
|
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1323 |
|
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1324 The roundup-admin import and export commands are **not** recommended for |
|
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1325 performing backup. |
|
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1326 |
|
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1327 Optionally stop the web and email frontends and to copy the contents of the |
|
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1328 tracker home directory to some other place using standard backup tools. |
|
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1329 This means using |
|
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|
1330 *pg_dump* to take a snapshot of your Postgres backend database, for example. |
|
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|
1331 A simple copy of the tracker home (and files storage area if you've configured |
|
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|
1332 it to be elsewhere) will then complete the backup. |
|
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1333 |
|
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1334 |
|
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|
1335 Software Upgrade |
|
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|
1336 ---------------- |
|
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|
1337 |
| 6781 | 1338 .. _make a backup: #tracker-backup |
| 1339 | |
| 1340 Always `make a backup`_ of your tracker before upgrading software. | |
| 1341 Steps you may take: | |
|
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1342 |
|
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1343 1. Install pytest and ensure that the unit tests run on your system |
|
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1344 (using your preferred python version):: |
| 2474 | 1345 |
|
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1346 pip2 install pytest |
|
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1347 python2 -m pytest test/ |
|
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1348 |
|
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1349 |
|
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1350 pip3 install pytest |
|
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1351 python3 -m pytest test/ |
| 2474 | 1352 |
|
2387
4962f99aaa27
*** empty log message ***
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|
1353 2. If you're using an RDBMS backend, make a backup of its contents now. |
|
2478
3ab2b91cdd2c
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|
1354 3. Make a backup of the tracker home itself. |
|
8041
704757c71b84
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|
1355 4. Stop the tracker web, email frontends and any scheduled |
|
704757c71b84
docs: use virtual env for upgrade; stop cron jobs.
John Rouillard <rouilj@ieee.org>
parents:
8039
diff
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|
1356 (cron) jobs that access the tracker. |
|
704757c71b84
docs: use virtual env for upgrade; stop cron jobs.
John Rouillard <rouilj@ieee.org>
parents:
8039
diff
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|
1357 5. Install the new version of the software in a new virtual |
|
704757c71b84
docs: use virtual env for upgrade; stop cron jobs.
John Rouillard <rouilj@ieee.org>
parents:
8039
diff
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|
1358 environment:: |
|
4014
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fix poor docs
Richard Jones <richard@users.sourceforge.net>
parents:
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|
1359 |
|
8041
704757c71b84
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John Rouillard <rouilj@ieee.org>
parents:
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diff
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|
1360 python3 -m venv /path/to/env |
|
704757c71b84
docs: use virtual env for upgrade; stop cron jobs.
John Rouillard <rouilj@ieee.org>
parents:
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|
1361 . /path/to/env/bin/activate |
|
704757c71b84
docs: use virtual env for upgrade; stop cron jobs.
John Rouillard <rouilj@ieee.org>
parents:
8039
diff
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|
1362 python3 pip install roundup |
|
4014
b80224c1f4e3
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Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
1363 |
| 6781 | 1364 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
|
1365 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
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|
1366 |
| 6781 | 1367 Usually you should run `roundup_admin -i <tracker_home> migrate` |
| 1368 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
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|
1369 |
|
3230f9c88086
Fix race condition for key properties in rdbms backends [SF#1876683]
Richard Jones <richard@users.sourceforge.net>
parents:
3959
diff
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|
1370 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:
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diff
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|
1371 habit. |
|
4014
b80224c1f4e3
fix poor docs
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parents:
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diff
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|
1372 7. Restart your tracker web and email frontends. |
|
2003
a291bf753037
maintenance -> admin guide
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parents:
diff
changeset
|
1373 |
| 2474 | 1374 If something bad happens, you may reinstate your backup of the tracker and |
| 1375 reinstall the older version of the sofware using the same install command:: | |
| 1376 | |
| 1377 python setup.py install | |
| 1378 | |
| 6163 | 1379 .. 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
|
1380 single: roundup-admin; import and export |
| 6163 | 1381 |
|
2003
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1382 Migrating Backends |
|
a291bf753037
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parents:
diff
changeset
|
1383 ------------------ |
|
a291bf753037
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
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|
1384 |
|
3781
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
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|
1385 1. Stop the existing tracker web and email frontends (preventing changes). |
|
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
changeset
|
1386 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
|
1387 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
|
1388 `issue1441336 <https://issues.roundup-tracker.org/issue1441336>`_ |
|
4f74b97dddcd
Doc how to export on windows.
John Rouillard <rouilj@ieee.org>
parents:
5300
diff
changeset
|
1389 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
|
1390 export data.) |
|
3781
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
changeset
|
1391 3. Copy the tracker home to a new directory. |
|
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
changeset
|
1392 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
|
1393 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
|
1394 section of the tracker's ``config.ini`` file. |
|
3781
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
changeset
|
1395 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
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|
1396 the new tracker home. If non-interactively:: |
|
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
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|
1397 |
|
e03014a96a95
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Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
changeset
|
1398 roundup-admin -i <tracker home> import <tracker export dir> |
|
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
changeset
|
1399 |
|
4567
32b24abfe98e
Documentation polishing.
Eric S. Raymond <esr@thyrsus.com>
parents:
4489
diff
changeset
|
1400 If interactively, enter 'commit' before exiting. |
|
3781
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
changeset
|
1401 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
|
1402 backend. |
|
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
changeset
|
1403 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
|
1404 move the new tracker home into its place. |
|
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
changeset
|
1405 9. Restart web and email frontends. |
|
2003
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1406 |
|
7668
5b41018617f2
fix: out of memory error when importing under postgresql
John Rouillard <rouilj@ieee.org>
parents:
7667
diff
changeset
|
1407 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
|
1408 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
|
1409 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
|
1410 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
|
1411 |
|
5b41018617f2
fix: out of memory error when importing under postgresql
John Rouillard <rouilj@ieee.org>
parents:
7667
diff
changeset
|
1412 pragma savepoint_limit=20000 |
|
5b41018617f2
fix: out of memory error when importing under postgresql
John Rouillard <rouilj@ieee.org>
parents:
7667
diff
changeset
|
1413 |
|
5b41018617f2
fix: out of memory error when importing under postgresql
John Rouillard <rouilj@ieee.org>
parents:
7667
diff
changeset
|
1414 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
|
1415 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
|
1416 set on the roundup-admin command line as described below. |
|
2003
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1417 |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1418 Moving a Tracker |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1419 ---------------- |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1420 |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1421 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
|
1422 |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1423 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
|
1424 2. stop the existing tracker web and email frontends (preventing changes), |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1425 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
|
1426 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
|
1427 |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1428 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
|
1429 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
|
1430 moved using the above steps) then you'll need to: |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1431 |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1432 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
|
1433 2. stop the existing tracker web and email frontends (preventing changes), |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1434 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
|
1435 the existing tracker, |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1436 4. copy the export to the new machine, |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1437 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
|
1438 machine, and |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1439 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
|
1440 |
| 6163 | 1441 .. index:: |
| 1442 pair: roundup; migrate from other bugtracker software | |
|
2003
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1443 |
| 3250 | 1444 Migrating From Other Software |
| 1445 ----------------------------- | |
| 1446 | |
| 1447 You have a couple of choices. You can either use a CSV import into Roundup, | |
| 1448 or you can write a simple Python script which uses the Roundup API | |
| 1449 directly. The latter is almost always simpler -- see the "scripts" | |
| 1450 directory in the Roundup source for some example uses of the API. | |
| 1451 | |
|
3780
158e31bbf86a
recent patch had lines longer than 80 chars - rewrap; trim trailing spaces
Alexander Smishlajev <a1s@users.sourceforge.net>
parents:
3779
diff
changeset
|
1452 "roundup-admin import" will import data into your tracker from a |
| 3250 | 1453 directory containing files with the following format: |
| 1454 | |
| 1455 - one colon-separated-values file per Class with columns for each property, | |
| 1456 named <classname>.csv | |
| 1457 - one colon-separated-values file per Class with journal information, | |
| 1458 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
|
1459 - if the Class is a FileClass, you may have the "content" property |
| 3250 | 1460 stored in separate files from the csv files. This goes in a directory |
| 1461 structure:: | |
| 1462 | |
| 1463 <classname>-files/<N>/<designator> | |
| 1464 | |
| 1465 where ``<designator>`` is the item's ``<classname><id>`` combination. | |
| 1466 The ``<N>`` value is ``int(<id> / 1000)``. | |
| 1467 | |
| 1468 | |
| 6163 | 1469 .. index:: pair: roundup-admin; managing users |
| 1470 | |
|
3341
df693c0aaba9
more admin guide goodness
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parents:
3282
diff
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|
1471 Adding A User From The Command-Line |
|
df693c0aaba9
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parents:
3282
diff
changeset
|
1472 ----------------------------------- |
|
df693c0aaba9
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3282
diff
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|
1473 |
|
df693c0aaba9
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parents:
3282
diff
changeset
|
1474 The ``roundup-admin`` program can create any data you wish to in the |
|
df693c0aaba9
more admin guide goodness
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parents:
3282
diff
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|
1475 database. To create a new user, use:: |
|
df693c0aaba9
more admin guide goodness
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parents:
3282
diff
changeset
|
1476 |
|
df693c0aaba9
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parents:
3282
diff
changeset
|
1477 roundup-admin create user |
|
df693c0aaba9
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parents:
3282
diff
changeset
|
1478 |
|
df693c0aaba9
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parents:
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diff
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|
1479 To figure out what good values might be for some of the fields (eg. Roles) |
|
df693c0aaba9
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parents:
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diff
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|
1480 you can just display another user:: |
|
df693c0aaba9
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parents:
3282
diff
changeset
|
1481 |
|
df693c0aaba9
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parents:
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diff
changeset
|
1482 roundup-admin list user |
|
df693c0aaba9
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parents:
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diff
changeset
|
1483 |
|
df693c0aaba9
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parents:
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diff
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|
1484 (or if you know their username, and it happens to be "richard"):: |
|
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parents:
3282
diff
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|
1485 |
|
6176
d25638d1826c
Add roundup-admin filter command; fix bad doc example; add tests
John Rouillard <rouilj@ieee.org>
parents:
6175
diff
changeset
|
1486 roundup-admin filter user username=richard |
|
3341
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parents:
3282
diff
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|
1487 |
|
6176
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John Rouillard <rouilj@ieee.org>
parents:
6175
diff
changeset
|
1488 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:
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diff
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|
1489 commands, you may display the user's details:: |
|
3341
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parents:
3282
diff
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|
1490 |
|
6176
d25638d1826c
Add roundup-admin filter command; fix bad doc example; add tests
John Rouillard <rouilj@ieee.org>
parents:
6175
diff
changeset
|
1491 roundup-admin display <designator> |
|
3341
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parents:
3282
diff
changeset
|
1492 |
|
6176
d25638d1826c
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John Rouillard <rouilj@ieee.org>
parents:
6175
diff
changeset
|
1493 where designator is ``user5``. |
|
3341
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|
1494 |
|
2177
a276e2531321
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Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
1495 Running the Servers |
|
a276e2531321
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parents:
2068
diff
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|
1496 =================== |
|
a276e2531321
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parents:
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diff
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|
1497 |
|
a276e2531321
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diff
changeset
|
1498 Unix |
|
a276e2531321
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parents:
2068
diff
changeset
|
1499 ---- |
|
a276e2531321
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parents:
2068
diff
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|
1500 |
|
a276e2531321
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parents:
2068
diff
changeset
|
1501 On Unix systems, use the scripts/server-ctl script to control the |
|
a276e2531321
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Richard Jones <richard@users.sourceforge.net>
parents:
2068
diff
changeset
|
1502 roundup-server server. Copy it somewhere and edit the variables at the top |
|
a276e2531321
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Richard Jones <richard@users.sourceforge.net>
parents:
2068
diff
changeset
|
1503 to reflect your specific installation. |
|
a276e2531321
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parents:
2068
diff
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|
1504 |
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1505 If you use systemd look at scripts/systemd.gunicorn. It is configured |
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1506 for a wsgi deployment using gunicorn, but may be a good starting |
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1507 point for your setup. |
|
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1508 |
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1509 Windows |
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|
1510 ------- |
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1511 |
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1512 On Windows, the roundup-server program runs as a Windows Service, and |
|
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1513 therefore may be controlled through the Services control panel. Note |
|
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|
1514 that you **must** install the pywin32 package to allow roundup to |
|
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1515 run as a service. The roundup-server program may also control the |
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|
1516 service directly: |
|
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1517 |
|
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1518 **install the service** |
|
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1519 ``roundup-server -C /path/to/my/roundup-server.ini -c install`` |
|
2405
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1520 **start the service** |
|
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|
1521 ``roundup-server -c start`` |
|
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|
1522 **stop the service** |
|
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1523 ``roundup-server -c stop`` |
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1524 |
|
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1525 To bring up the services panel: |
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1526 |
|
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|
1527 Windows 2000 and later |
|
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1528 Start/Control Panel/Administrative Tools/Services |
|
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1529 Windows NT4 |
|
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1530 Start/Control Panel/Services |
|
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1531 |
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|
1532 You will need a server configuration file (as described in |
|
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|
1533 `Configuring roundup-server`_) for specifying tracker homes |
|
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1534 and other roundup-server configuration. Specify the name of |
|
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|
1535 this file using the ``-C`` switch when installing the service. |
|
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1536 |
|
2203
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|
1537 Running the Mail Gateway Script |
|
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|
1538 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
|
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|
1539 |
|
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|
1540 The mail gateway script should be scheduled to run regularly on your |
|
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|
1541 Windows server. Normally this will result in a window popping up. The |
|
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|
1542 solution to this is to: |
|
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|
1543 |
|
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|
1544 1. Create a new local account on the Roundup server |
|
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1545 2. Set the scheduled task to run in the context of this user instead |
|
4a157c198585
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|
1546 of your normal login |
|
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|
1547 |
|
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1548 Mail gateway script command line |
|
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|
1549 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
|
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1550 |
|
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1551 Usage:: |
|
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1552 |
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1553 usage: roundup_mailgw.py [-h] [-v] [-c DEFAULT_CLASS] [-I OAUTH_CLIENT_ID] |
|
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1554 [-O OAUTH_DIRECTORY] [-S SET_VALUE] |
|
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|
1555 [-T OAUTH_TOKEN_ENDPOINT] |
|
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1556 [args ...] |
|
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1557 |
|
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|
1558 |
|
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|
1559 The roundup mail gateway may be called in one of three ways: |
|
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|
1560 |
| 7367 | 1561 - without arguments. Then the env var ROUNDUP_INSTANCE will be tried. |
| 1562 - with an instance home as the only argument, | |
| 1563 - with both an instance home and a mail spool file, or | |
| 1564 - with an instance home, a mail source type and its specification. | |
|
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1565 |
|
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|
1566 It also supports optional ``-S`` (or ``--set-value``) arguments that allows you |
|
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1567 to set fields for a class created by the roundup-mailgw. The format for |
|
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1568 this option is [class.]property=value where class can be omitted and |
|
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1569 defaults to msg. The ``-S`` options uses the same |
|
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|
1570 property=value[;property=value] notation accepted by the command line |
|
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|
1571 roundup command or the commands that can be given on the Subject line of |
|
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1572 an email message (if you're using multiple properties delimited with a |
|
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1573 semicolon the class must be specified only once in the beginning). |
|
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1574 |
|
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|
1575 It can let you set the type of the message on a per e-mail address basis |
|
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1576 by calling roundup-mailgw with different email addresses and other |
|
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1577 settings. |
|
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1578 |
|
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|
1579 PIPE: |
|
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1580 If there is no mail source specified, the mail gateway reads a single |
|
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1581 message from the standard input and submits the message to the |
|
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|
1582 roundup.mailgw module. |
|
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1583 |
|
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|
1584 UNIX mailbox: |
|
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1585 In this case, the gateway reads all messages from the UNIX mail spool |
|
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1586 file and submits each in turn to the roundup.mailgw module. The file is |
|
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1587 emptied once all messages have been successfully handled. The file is |
|
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1588 specified as:: |
|
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1589 |
|
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1590 mailbox /path/to/mailbox |
|
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1591 |
|
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1592 In all of the following mail source types, the username and password |
|
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1593 can be stored in a ``~/.netrc`` file. If done so, only the server name |
|
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1594 needs to be specified on the command-line. |
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1595 The username and/or password will be prompted for if not supplied on |
|
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1596 the command-line or in ``~/.netrc``. |
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1597 |
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1598 POP: |
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1599 For the mail source "pop", the gateway reads all messages from the POP |
|
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1600 server specified and submits each in turn to the roundup.mailgw module. |
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1601 The server is specified as:: |
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1602 |
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1603 pop username:password@server |
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1604 |
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1605 The username and password may be omitted:: |
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1606 |
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1607 pop username@server |
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1608 pop server |
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1609 |
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1610 are both valid. |
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1611 |
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1612 POPS: |
|
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1613 Connect to a POP server over tls/ssl. |
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1614 This supports the same notation as POP:: |
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1615 |
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1616 pops username:password@server |
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1617 |
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1618 APOP: |
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1619 Same as POP, but using Authenticated POP:: |
|
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1620 |
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|
1621 apop username:password@server |
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1622 |
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|
1623 IMAP: |
|
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1624 Connect to an IMAP server. This supports the same notation as that of |
|
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|
1625 POP mail:: |
|
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1626 |
|
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|
1627 imap username:password@server |
|
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1628 |
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|
1629 It also allows you to specify a specific mailbox other than INBOX using |
|
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|
1630 this format:: |
|
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1631 |
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|
1632 imap username:password@server mailbox |
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1633 |
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1634 IMAPS: |
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1635 Connect to an IMAP server over tls/ssl. |
|
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1636 This supports the same notation as IMAP:: |
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1637 |
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|
1638 imaps username:password@server [mailbox] |
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1639 |
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1640 IMAPS_CRAM: |
|
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1641 Connect to an IMAP server over tls/ssl using CRAM-MD5 authentication. |
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1642 This supports the same notation as IMAP:: |
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1643 |
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1644 imaps_cram username:password@server [mailbox] |
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1645 |
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1646 IMAPS_OAUTH: |
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1647 Connect to an IMAP server over tls/ssl using OAUTH authentication. |
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1648 Note that this does not support a password in imaps URLs. |
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1649 Instead it uses only the user and server and a command-line option for |
|
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1650 the directory with the files ``access_token``, ``refresh_token``, |
|
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|
1651 ``client_secret``, and ``client_id``. |
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|
1652 By default this directory is ``oauth`` in your tracker home directory. The |
|
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1653 access token is tried first and, if expired, the refresh token together |
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1654 with the client secret is used to retrieve a new access token. Note that |
|
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|
1655 both token files need to be *writeable*, the access token is |
|
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|
1656 continuously replaced and some cloud providers may also renew the |
|
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|
1657 refresh token from time to time:: |
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1658 |
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1659 imaps_oauth username@server [mailbox] |
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1660 |
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|
1661 The refresh and access tokens (the latter can be left empty), the |
|
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|
1662 client id and the client secret need to be retrieved via cloud provider |
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1663 specific protocols or websites. |
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1664 |
|
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1665 You need the requests_ library installed to ue the IMAPS_OAUTH method. |
|
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1666 |
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1667 .. _requests: https://requests.readthedocs.io/en/latest/ |
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1668 |
|
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1669 .. index:: ! roundup-admin |
|
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|
1670 single: roundup-admin; usage |
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1671 single: roundup-admin; data formats |
|
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|
1672 single: roundup-admin; man page reference |
|
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|
1673 pair: roundup-admin; designator |
|
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1674 |
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|
1675 Using roundup-admin |
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|
1676 =================== |
|
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|
1677 |
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|
1678 Part of the installation includes a man page for roundup-admin. Ypu |
| 6175 | 1679 should be able to read it using ``man roundup-admin``. As shown above, |
|
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|
1680 it is a generic tool for manipulating the underlying database for you |
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|
1681 tracker. |
|
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|
1682 |
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|
1683 Examples above show how to use it to: |
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|
1684 |
| 7367 | 1685 * install and initialize a new tracker |
| 1686 * export/import tracker data for migrating between backends | |
| 7477 | 1687 * creating a new user from the command line |
| 7367 | 1688 * list/find users in the tracker |
|
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|
1689 |
|
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|
1690 The basic usage is: |
|
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1691 |
|
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|
1692 .. code-block:: text |
|
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1693 |
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1694 Usage: roundup-admin [options] [<command> <arguments>] |
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1695 |
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|
1696 Options: |
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1697 -i instance home -- specify the issue tracker "home directory" to administer |
|
7395
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1698 -u -- the user[:password] to use for commands (default admin) |
|
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1699 -d -- print full designators not just class id numbers |
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1700 -c -- when outputting lists of data, comma-separate them. |
|
7395
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|
1701 Same as '-S ","'. |
|
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1702 -S <string> -- when outputting lists of data, string-separate them |
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1703 -s -- when outputting lists of data, space-separate them. |
|
7395
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|
1704 Same as '-S " "'. |
|
7546
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|
1705 -P pragma=value -- Set a pragma on command line rather than interactively. |
|
534f8bdb8f94
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1706 Can be used multiple times. |
|
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1707 -V -- be verbose when importing |
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1708 -v -- report Roundup and Python versions (and quit) |
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1709 |
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1710 Only one of -s, -c or -S can be specified. |
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1711 |
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|
1712 Help: |
|
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|
1713 roundup-admin -h |
|
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|
1714 roundup-admin help -- this help |
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|
1715 roundup-admin help <command> -- command-specific help |
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1716 roundup-admin help all -- all available help |
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1717 |
|
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|
1718 Commands: |
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|
1719 commit |
|
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|
1720 create classname property=value ... |
|
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1721 display designator[,designator]* |
|
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|
1722 export [[-]class[,class]] export_dir |
|
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|
1723 exporttables [[-]class[,class]] export_dir |
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|
1724 filter classname propname=value ... |
|
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|
1725 find classname propname=value ... |
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|
1726 genconfig <filename> |
|
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|
1727 get property designator[,designator]* |
|
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|
1728 help topic |
|
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|
1729 history designator [skipquiet] [raw] |
|
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|
1730 import import_dir |
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|
1731 importtables export_dir |
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1732 initialise [adminpw] |
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|
1733 install [template [backend [key=val[,key=val]]]] |
|
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|
1734 list classname [property] |
|
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changeset
|
1735 migrate |
|
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|
1736 pack period | date |
|
0bf616cfa178
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|
1737 perftest [mode] [arguments]* |
|
7395
312d52305583
- issue2551190 - Allow roundup-admin reindex to work in batches.
John Rouillard <rouilj@ieee.org>
parents:
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|
1738 pragma setting=value | 'list' |
|
312d52305583
- issue2551190 - Allow roundup-admin reindex to work in batches.
John Rouillard <rouilj@ieee.org>
parents:
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diff
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|
1739 reindex [classname|classname:#-#|designator]* |
|
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|
1740 restore designator[,designator]* |
|
0bf616cfa178
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|
1741 retire designator[,designator]* |
|
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|
1742 rollback |
|
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|
1743 security [Role name] |
|
7395
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diff
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|
1744 set items property=value [property=value ...] |
|
7279
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|
1745 specification classname |
|
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|
1746 table classname [property[,property]*] |
|
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|
1747 templates [trace_search] |
|
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|
1748 updateconfig <filename> |
|
0bf616cfa178
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|
1749 Commands may be abbreviated as long as the abbreviation |
|
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Move mail gateway and roundup-admin doc to admin guide from user guide
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|
1750 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
|
1751 |
|
7093
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Mitigation for issue2551246 -u opton to roundup-admin
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diff
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|
1752 One thing to note, The ``-u user`` setting does not currently operate |
|
f72ce883e677
Mitigation for issue2551246 -u opton to roundup-admin
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diff
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|
1753 like a user logging in via the web. The user running roundup-admin |
|
f72ce883e677
Mitigation for issue2551246 -u opton to roundup-admin
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parents:
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diff
changeset
|
1754 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:
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diff
changeset
|
1755 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>
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diff
changeset
|
1756 config.ini. |
|
f72ce883e677
Mitigation for issue2551246 -u opton to roundup-admin
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|
1757 |
|
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Mitigation for issue2551246 -u opton to roundup-admin
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diff
changeset
|
1758 Using ``-u user`` sets the actor/user parameter in the |
|
f72ce883e677
Mitigation for issue2551246 -u opton to roundup-admin
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diff
changeset
|
1759 journal. Changes that are made are attributed to that |
|
f72ce883e677
Mitigation for issue2551246 -u opton to roundup-admin
John Rouillard <rouilj@ieee.org>
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diff
changeset
|
1760 user. The password is ignored if provided. Any existing |
|
f72ce883e677
Mitigation for issue2551246 -u opton to roundup-admin
John Rouillard <rouilj@ieee.org>
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diff
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|
1761 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>
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diff
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|
1762 user. This is an area for further development so that |
|
f72ce883e677
Mitigation for issue2551246 -u opton to roundup-admin
John Rouillard <rouilj@ieee.org>
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diff
changeset
|
1763 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:
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diff
changeset
|
1764 command line access to a tracker. |
|
f72ce883e677
Mitigation for issue2551246 -u opton to roundup-admin
John Rouillard <rouilj@ieee.org>
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diff
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|
1765 |
|
f72ce883e677
Mitigation for issue2551246 -u opton to roundup-admin
John Rouillard <rouilj@ieee.org>
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changeset
|
1766 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>
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|
1767 |
|
7404
1642a7b501df
Add additional command that do not require a tracker home.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
1768 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:
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diff
changeset
|
1769 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:
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diff
changeset
|
1770 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
|
1771 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:
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diff
changeset
|
1772 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:
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diff
changeset
|
1773 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:
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diff
changeset
|
1774 tracker``". |
|
7279
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|
1775 |
|
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|
1776 A designator is a classname and an itemid concatenated, eg. bug1, |
|
0bf616cfa178
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parents:
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changeset
|
1777 user10, ... Property values are represented as strings in command |
|
0bf616cfa178
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|
1778 arguments and in the printed results: |
|
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|
1779 |
|
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|
1780 - Strings are, well, strings. |
|
0bf616cfa178
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|
1781 - Password values will display as their encoded value. |
|
0bf616cfa178
Move mail gateway and roundup-admin doc to admin guide from user guide
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|
1782 - Date values are printed in the full date format in the local time |
|
0bf616cfa178
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|
1783 zone, and accepted in the full format or any of the partial formats |
|
0bf616cfa178
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changeset
|
1784 explained below.:: |
|
0bf616cfa178
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changeset
|
1785 |
|
0bf616cfa178
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changeset
|
1786 Input of... Means... |
|
0bf616cfa178
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changeset
|
1787 "2000-04-17.03:45" 2000-04-17.03:45:00 |
|
0bf616cfa178
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changeset
|
1788 "2000-04-17" 2000-04-17.00:00:00 |
|
0bf616cfa178
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|
1789 "01-25" yyyy-01-25.00:00:00 |
|
0bf616cfa178
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|
1790 "08-13.22:13" yyyy-08-13.22:13:00 |
|
0bf616cfa178
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changeset
|
1791 "11-07.09:32:43" yyyy-11-07.09:32:43 |
|
0bf616cfa178
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changeset
|
1792 "14:25" yyyy-mm-dd.14:25:00 |
|
0bf616cfa178
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changeset
|
1793 "8:47:11" yyyy-mm-dd.08:47:11 |
|
0bf616cfa178
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changeset
|
1794 "2003" 2003-01-01.00:00:00 |
|
0bf616cfa178
Move mail gateway and roundup-admin doc to admin guide from user guide
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changeset
|
1795 "2003-04" 2003-04-01.00:00:00 |
|
0bf616cfa178
Move mail gateway and roundup-admin doc to admin guide from user guide
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changeset
|
1796 "." "right now" |
|
0bf616cfa178
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changeset
|
1797 |
|
0bf616cfa178
Move mail gateway and roundup-admin doc to admin guide from user guide
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|
1798 - 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:
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diff
changeset
|
1799 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>
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changeset
|
1800 - 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>
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diff
changeset
|
1801 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>
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changeset
|
1802 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
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|
1803 joined by commas is accepted. |
|
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|
1804 |
|
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changeset
|
1805 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:
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changeset
|
1806 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:
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changeset
|
1807 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:
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changeset
|
1808 roundup find commands, they are printed one per line (default) or joined |
|
0bf616cfa178
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|
1809 by commas (with the "``-c``" option). |
|
0bf616cfa178
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|
1810 |
|
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|
1811 Where the command changes data, a login name/password is required. The |
|
0bf616cfa178
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|
1812 login may be specified as either "``name``" or "``name:password``". |
|
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|
1813 |
|
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|
1814 - ``ROUNDUP_LOGIN`` environment variable |
|
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|
1815 - the "``-u``" command-line option |
|
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|
1816 |
|
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|
1817 If either the name or password is not supplied, they are obtained from |
|
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|
1818 the command-line. |
|
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|
1819 |
|
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|
1820 The ``-u user`` setting does not currently operate like a |
|
0bf616cfa178
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|
1821 user logging in via the web. The user running roundup-admin |
|
0bf616cfa178
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|
1822 must have read access to the tracker home directory. As a |
|
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|
1823 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
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|
1824 info contained in config.ini. |
|
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|
1825 |
|
0bf616cfa178
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changeset
|
1826 Using ``-u user`` sets the actor/user parameter in the |
|
0bf616cfa178
Move mail gateway and roundup-admin doc to admin guide from user guide
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|
1827 journal. Changes that are made are attributed to that |
|
0bf616cfa178
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|
1828 user. The password is ignored if provided. Any existing |
|
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|
1829 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
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|
1830 user. This is an area for further development so that |
|
0bf616cfa178
Move mail gateway and roundup-admin doc to admin guide from user guide
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|
1831 roundup-admin could be used with sudo to provide secure |
|
0bf616cfa178
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|
1832 command line access to a tracker. |
|
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changeset
|
1833 |
|
7454
76b2f3c95c03
Add anchor for init section.
John Rouillard <rouilj@ieee.org>
parents:
7404
diff
changeset
|
1834 .. _initpw: |
|
76b2f3c95c03
Add anchor for init section.
John Rouillard <rouilj@ieee.org>
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diff
changeset
|
1835 |
|
7279
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|
1836 When you initialise a new tracker instance you are prompted for the |
|
0bf616cfa178
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|
1837 admin password. If you want to initialise a tracker non-interactively |
|
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changeset
|
1838 you can put the initialise command and password on the command |
|
0bf616cfa178
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changeset
|
1839 line. But this allows others on the host to see the password (using |
|
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changeset
|
1840 the ps command). To initialise a tracker non-interactively without |
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1841 exposing the password, create a file (e.g init_tracker) set to mode |
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1842 600 (so only the owner can read it) with the contents: |
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1843 |
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1844 initialise admin_password |
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1845 |
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1846 and feed it to roundup-admin on standard input. E.G. |
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1847 |
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1848 cat init_tracker | roundup-admin -i tracker_dir |
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1849 |
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1850 (for more details see https://issues.roundup-tracker.org/issue2550789.) |
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1851 |
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1852 .. index:: ! roundup-admin; usage in scripts |
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1853 |
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1854 Using Interactively |
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1855 ------------------- |
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1856 |
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1857 You can edit the command line using left/right arrow keys to move the |
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1858 cursor. Using the up/down arrow keys moves among commands. It will |
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1859 save your commands between roundup-admin sessions. This is supported |
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1860 on Unix/Linux and Mac's. On windows you should install the pyreadline3 |
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1861 package (see `installation documentation`_). |
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1862 |
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1863 Using the ``history_length`` pragma you can set the saved history size |
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1864 for just one session. |
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1865 |
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1866 You can add initialization commands to ``~/.roundup_admin_rlrc``. It |
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1867 will be loaded when roundup-admin starts. This is the mechanism to |
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1868 persistently set the number of history commands, change editing modes |
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1869 (Vi vs. Emacs). Note that redefining the history file will not work. |
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1870 |
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1871 If you are using GNU readline, ``set history-size 10``. If your |
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1872 installation uses libedit (macs), it should be possible to |
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1873 persistently set the history size using ``history size |
|
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1874 10``. Pyreadline3 can set history length using |
|
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1875 ``history_length(10)``. See the documentation for example syntax: |
|
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1876 https://pythonhosted.org/pyreadline/usage.html#configuration-file. |
|
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1877 |
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1878 History is saved to the file ``.roundup_admin_history`` in your home |
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1879 directory (for windows usually ``\Users\<username>``. |
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1880 |
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1881 Using with the shell |
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1882 -------------------- |
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1883 |
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1884 With version 0.6.0 or newer of roundup (which introduced support for |
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1885 multiple designators to display and the -d, -S and -s flags): |
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1886 |
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1887 To find all messages regarding chatting issues that contain the word |
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1888 "spam", for example, you could execute the following command from the |
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1889 directory where the database dumps its files:: |
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1890 |
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1891 shell% for issue in `roundup-admin -ds find issue status=chatting`; do |
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1892 > grep -l spam `roundup-admin -ds ' ' get messages $issue` |
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1893 > done |
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1894 msg23 |
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1895 msg49 |
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1896 msg50 |
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1897 msg61 |
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1898 shell% |
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1899 |
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1900 Or, using the -dc option, this can be written as a single command:: |
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1901 |
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1902 shell% grep -l spam `roundup get messages \ |
|
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1903 \`roundup -dc find issue status=chatting\`` |
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1904 msg23 |
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1905 msg49 |
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1906 msg50 |
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1907 msg61 |
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1908 shell% |
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1909 |
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1910 You can also display issue contents:: |
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1911 |
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1912 shell% roundup-admin display `roundup-admin -dc get messages \ |
|
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1913 issue3,issue1` |
|
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1914 files: [] |
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1915 inreplyto: None |
|
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1916 recipients: [] |
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1917 author: 1 |
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1918 date: 2003-02-16.21:23:03 |
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1919 messageid: None |
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1920 summary: jkdskldjf |
|
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1921 files: [] |
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1922 inreplyto: None |
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1923 recipients: [] |
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1924 author: 1 |
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1925 date: 2003-02-15.01:59:11 |
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1926 messageid: None |
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1927 summary: jlkfjadsf |
|
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1928 |
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1929 or status:: |
|
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1930 |
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1931 shell% roundup-admin get name `/tools/roundup/bin/roundup-admin \ |
|
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1932 -dc -i /var/roundup/sysadmin get status issue3,issue1` |
|
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1933 unread |
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1934 deferred |
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1935 |
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1936 or status on a single line:: |
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1937 |
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1938 shell% echo `roundup-admin get name \`/tools/roundup/bin/roundup-admin \ |
|
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1939 -dc -i /var/roundup/sysadmin get status issue3,issue1\`` |
|
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1940 unread deferred |
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1941 |
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1942 which is the same as:: |
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1943 |
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1944 shell% roundup-admin -s get name `/tools/roundup/bin/roundup-admin \ |
|
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1945 -dc -i /var/roundup/sysadmin get status issue3,issue1` |
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1946 unread deferred |
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1947 |
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1948 Also the tautological:: |
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1949 |
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1950 shell% roundup-admin get name \ |
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1951 `roundup-admin -dc get status \`roundup-admin -dc find issue \ |
|
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1952 status=chatting\`` |
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1953 chatting |
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1954 chatting |
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1955 |
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1956 Remember the roundup commands that accept multiple designators accept |
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1957 them ',' separated so using '-dc' is almost always required. |
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1958 |
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1959 A Note on Import and Export |
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1960 --------------------------- |
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1961 |
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1962 This is a little in the weeds, but I have noticed this and was asked |
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1963 about it so I am documenting it for the future. |
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1964 |
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1965 Running ``roundup-admin`` with ``-V`` to get additional info when |
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1966 importing/exporting the tracker generates three types of messages. |
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1967 |
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1968 For example:: |
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1969 |
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1970 $ roundup-admin -i tracker -V export ./myExport |
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1971 Exporting priority - 5 |
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1972 Exporting Journal for priority |
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1973 Exporting status - 1 |
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1974 Exporting Journal for status |
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1975 [...] |
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1976 |
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1977 |
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1978 $ roundup-admin -i tracker -V import ./myExport |
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1979 Importing priority - 7 |
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1980 setting priority 8 |
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1981 Importing status - 8 |
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1982 setting status 9 |
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1983 [...] |
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1984 |
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1985 Note the numbers for status. Exported ends up at 1, Imported ends up |
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1986 at 8 and setting chooses 9. These numbers are derived differently and |
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1987 used differently. You can't directly compare them. |
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1988 |
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1989 ``Exporting issue - XXX``: |
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1990 |
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1991 ``XXX`` is the id number of the node being exported/processed from |
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1992 the database. The order is determined by sorting by the key of the |
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1993 class (as set by sortkey). If the class key is 'id', then it's a |
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1994 string sort so '9' comes before '1009'. You might notice if the |
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1995 export is slow the numbers jumping around. |
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1996 |
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1997 It does not usually end up as the total number of nodes |
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1998 exported. However if it crashes, you know what node it was |
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1999 processing at the time. |
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2000 |
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2001 In the example above, the status node with id 1 was the last one |
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2002 when sorted alphabetically by name. |
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2003 |
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2004 ``Importing <class> - XXX``: |
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2005 |
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2006 ``XXX`` is the number of the node (not the node id) being |
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2007 imported/currently processed at line XXX+1 in the file. It is an |
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2008 incrementing number starting at 0 and never jumps around. Value 0 |
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2009 is consumed when reading the header and not displayed. The final |
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2010 value is the same as the number of objects and one less then the |
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2011 number of lines in the file. If it crashes, you were processing |
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2012 the line at XXX+1. |
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2013 |
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2014 ``setting <class> XXX``: |
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2015 |
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2016 ``XXX`` in the setting line should always be one more than the |
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2017 number of imported objects. The setting value is the id for the |
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2018 next created object of that type. So in theory the Importing |
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2019 number should be one less than the setting number. |
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2020 |
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2021 However under certain circumstances, Roundup can skip an id |
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2022 number. This can lead to a difference of more than 1 between the |
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2023 Importing and setting numbers. It's not a problem. However setting |
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2024 can (and must) always be higher than the Importing number. |
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2025 |
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2026 Interactive Help |
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2027 ---------------- |
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2028 |
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2029 The help command produces the following output for all the commands. |
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2030 |
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2031 |
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2032 .. raw:: html |
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2033 :file: admin_help.html |
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2034 |
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2035 .. _`customisation documentation`: customizing.html |
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2036 .. _`reference documentation`: reference.html |
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2037 .. _`upgrading documentation`: upgrading.html |
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2038 .. _`installation documentation`: installation.html |
