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annotate doc/upgrading.txt @ 2102:666402433998

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Fix some tests.
author Richard Jones <richard@users.sourceforge.net>
date Wed, 24 Mar 2004 04:57:25 +0000
parents 3e0961d6d44d
children e75a72d27b18
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1 ======================================
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2 Upgrading to newer versions of Roundup
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3 ======================================
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4
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5 Please read each section carefully and edit your tracker home files
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6 accordingly. Note that there is information about upgrade procedures in the
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7 `administration guide`_.
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9 .. contents::
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11 Migrating from 0.6 to 0.7
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12 =========================
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13
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14 0.7.0 Typed columns in MySQL backend
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15 ------------------------------------
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16
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17 The MySQL (and Postgresql for that matter) backend now creates tables with
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18 appropriate column datatypes (not just varchar).
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19
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20 Your database will be automatically migrated to use the new schemas, but
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21 it will take time. It's probably a good idea to make sure you do this as
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22 part of the upgrade when users are not expected to be using the system.
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23
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24
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25 0.7.0 Permission setup
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26 ----------------------
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27
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28 0.7 automatically sets up the Edit and View Permissions for all classes,
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29 thus you don't need to do so. Feel free to remove the code::
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30
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31 # Add new Permissions for this schema
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32 for cl in 'issue', 'file', 'msg', 'user', 'query', 'keyword':
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33 db.security.addPermission(name="Edit", klass=cl,
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34 description="User is allowed to edit "+cl)
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35 db.security.addPermission(name="View", klass=cl,
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36 description="User is allowed to access "+cl)
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37
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38 from your ``dbinit.py``.
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39
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40
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41 0.7.0 Permission assignments
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42 ----------------------------
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43
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44 Due to a change in the rendering of web widgets, permissions are now
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45 checked on Classes where they previously weren't (this is a good thing).
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46
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47 You will need to add some additional Permission assignments for your
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48 regular users, or some displays will break. After the following in your
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49 tracker's ``dbinit.py``::
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50
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51 # Assign the access and edit Permissions for issue, file and message
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52 # to regular users now
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53 for cl in 'issue', 'file', 'msg', 'query', 'keyword':
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54 p = db.security.getPermission('View', cl)
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55 db.security.addPermissionToRole('User', p)
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56 p = db.security.getPermission('Edit', cl)
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57 db.security.addPermissionToRole('User', p)
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58
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59 add::
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60
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61 for cl in 'priority', 'status':
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62 p = db.security.getPermission('View', cl)
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63 db.security.addPermissionToRole('User', p)
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64
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65
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66 0.7.0 New "actor" property
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67 --------------------------
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68
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69 Roundup's database has a new per-item property "actor" which reflects the
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70 user performing the last "actvitiy". See the classic template for ways to
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71 integrate this new property into your interface.
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72
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73 The property will be automatically added to your existing database.
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74
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75
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76 0.7.0 Extending the cgi interface
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77 ---------------------------------
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78
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79 Before 0.7.0 adding or extending web actions was done by overriding or adding
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80 methods on the Client class. Though this approach still works to provide
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81 backwards compatibility, it is recommended you upgrade to the new approach, as
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82 described in the `Defining new web actions`__ section of the customization
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83 documentation. You might also want to take a look at the `Using an external
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84 password validation source`__ example.
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85
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86 __ customizing.html#defining-new-web-actions
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87 __ customizing.html#using-an-external-password-validation-source
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89
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90 0.7.0 Getting the current user id
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91 ---------------------------------
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92
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93 Removed Database.curuserid attribute. Any code referencing this attribute
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94 should be replaced with a call to Database.getuid().
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95
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96
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97 0.7.0 Email character set
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98 -------------------------
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99
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100 The default character set for sending email is UTF-8 (ie. Unicode). If you
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101 have users whose email clients can't handle UTF-8 (eg. Eudora) then you
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102 will need to edit the new config.py variable ``EMAIL_CHARSET``.
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103
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104
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105 0.7.0 ZRoundup changes
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106 ----------------------
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107
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108 The templates in your tracker's html directory will need updating if you
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109 wish to use ZRoundup. If you've not modified those files (or some of them),
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110 you may just copy the new versions from the Roundup source in the
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111 templates/classic/html directory.
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112
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113 If you have modified the html files, then you'll need to manually edit them
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114 to change all occurances of special form variables from using the colon ":"
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115 special character to the at "@" special character. That is, variables such
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116 as::
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117
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118 :action :required :template :remove:messages ...
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119
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120 should become:
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121
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122 @action @required @template @remove@messages ...
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123
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124 Note that ``tal:`` statements are unaffected. So are TAL expression type
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125 prefixes such as ``python:`` and ``string:``. Please ask on the
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126 roundup-users mailing list for help if you're unsure.
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127
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128
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129 Migrating from 0.6.x to 0.6.3
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130 =============================
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131
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132 0.6.3 Configuration
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133 -------------------
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134
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135 You will need to copy the file::
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136
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137 templates/classic/detectors/__init__.py
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138
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139 to your tracker's ``detectors`` directory, replacing the one already there.
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140 This fixes a couple of bugs in that file.
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141
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142
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143
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144 Migrating from 0.5 to 0.6
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145 =========================
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146
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147
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148 0.6.0 Configuration
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149 -------------------
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150
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151 Introduced EMAIL_FROM_TAG config variable. This value is inserted into
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152 the From: line of nosy email. If the sending user is "Foo Bar", the
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153 From: line is usually::
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154
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155 "Foo Bar" <issue_tracker@tracker.example>
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156
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157 the EMAIL_FROM_TAG goes inside the "Foo Bar" quotes like so::
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158
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159 "Foo Bar EMAIL_FROM_TAG" <issue_tracker@tracker.example>
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160
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161 I've altered the mechanism in the detectors __init__.py module so that it
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162 doesn't cross-import detectors from other trackers (if you run more than one
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163 in a single roundup-server). This change means that you'll need to copy the
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164 __init__.py from roundup/templates/classic/detectors/__init__.py to your
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165 <tracker home>/detectors/__init__.py. Don't worry, the "classic" __init__ is a
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166 one-size-fits-all, so it'll work even if you've added/removed detectors.
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167
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168 0.6.0 Templating changes
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169 ------------------------
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170
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171 The ``user.item`` template (in the tracker home "templates" directory)
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172 needs to have the following hidden variable added to its form (between the
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173 ``<form...>`` and ``</form>`` tags::
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174
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175 <input type="hidden" name=":template" value="item">
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176
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177
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178 0.6.0 Form handling changes
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179 ---------------------------
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180
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181 Roundup's form handling capabilities have been significantly expanded. This
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182 should not affect users of 0.5 installations - but if you find you're
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183 getting errors from form submissions, please ask for help on the Roundup
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184 users mailing list:
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185
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186 http://lists.sourceforge.net/lists/listinfo/roundup-users
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187
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188 See the customisation doc section on `Form Values`__ for documentation of the
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189 new form variables possible.
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190
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191 __ customizing.html#form-values
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192
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193
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194 0.6.0 Multilingual character set support
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195 ----------------------------------------
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196
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197 Added internationalization support. This is done via encoding all data
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198 stored in roundup database to utf-8 (unicode encoding). To support utf-8 in
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199 web interface you should add the folowing line to your tracker's html/page
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200 and html/_generic.help files inside <head> tag::
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201
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202 <meta http-equiv="Content-Type" content="text/html; charset=utf-8">
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203
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204 Since latin characters in utf-8 have the same codes as in ASCII table, this
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205 modification is optional for users who use only plain latin characters.
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206
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207 After this modification, you will be able to see and enter any world
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208 character via web interface. Data received via mail interface also converted
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209 to utf-8, however only new messages will be converted. If your roundup
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210 database contains some of non-ASCII characters in one of 8-bit encoding,
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211 they will not be visible in new unicode environment. Some of such data (e.g.
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212 user names, keywords, etc) can be edited by administrator, the others
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213 (e.g. messages' contents) is not editable via web interface. Currently there
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214 is no tool for converting such data, the only solution is to close
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215 appropriate old issues and create new ones with the same content.
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216
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217
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218 0.6.0 User timezone support
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219 ---------------------------
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220
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221 From version 0.6.0 roundup supports displaying of Date data in user' local
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222 timezone if he/she has provided timezone information. To make it possible
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223 some modification to tracker's schema and HTML templates are required.
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224 First you must add string property 'timezone' to user class in dbinit.py
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225 like this::
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226
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227 user = Class(db, "user",
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228 username=String(), password=Password(),
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229 address=String(), realname=String(),
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230 phone=String(), organisation=String(),
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231 alternate_addresses=String(),
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232 queries=Multilink('query'), roles=String(),
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233 timezone=String())
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234
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235 And second - html interface. Add following lines to
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236 $TRACKER_HOME/html/user.item template::
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237
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238 <tr>
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239 <th>Timezone</th>
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240 <td tal:content="structure context/timezone/field">timezone</td>
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241 </tr>
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242
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243 After that all users should be able to provide their timezone information.
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244 Timezone should be a positive or negative integer - offset from GMT.
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245
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246 After providing timezone, roundup will show all dates values, found in web
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247 and mail interfaces in local time. It will also accept any Date info in
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248 local time, convert and store it in GMT.
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249
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250
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251 0.6.0 Search page structure
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252 ---------------------------
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253
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254 In order to accomodate query editing the search page has been restructured. If
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255 you want to provide your users with query editing, you should update your
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256 search page using the macros detailed in the customisation doc section
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257 `Searching on categories`__.
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258
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259 __ customizing.html#searching-on-categories
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260
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261 Also, the url field in the query class no longer starts with a '?'. You'll need
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262 to remove this question mark from the url field to support queries. There's
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263 a script in the "tools" directory called ``migrate-queries.py`` that should
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264 automatically change any existing queries for you. As always, make a backup
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265 of your database before running such a script.
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266
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267
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268 0.6.0 Notes for metakit backend users
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269 -------------------------------------
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270
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271 Roundup 0.6.0 introduced searching on ranges of dates and intervals. To
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272 support it, some modifications to interval storing routine were made. So if
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273 your tracker uses metakit backend and your db schema contains intervals
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274 property, searches on that property will not be accurate for db items that
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275 was stored before roundup' upgrade. However all new records should be
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276 searchable on intervals.
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277
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278 It is possible to convert your database to new format: you can export and
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279 import back all your data (consult "Migrating backends" in "Maintenance"
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280 documentation). After this operation all your interval properties should
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281 become searchable.
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282
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283 Users of backends others than metakit should not worry about this issue.
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284
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285
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286 Migrating from 0.4.x to 0.5.0
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287 =============================
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288
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289 This has been a fairly major revision of Roundup:
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290
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291 1. Brand new, much more powerful, flexible, tasty and nutritious templating.
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292 Unfortunately, this means all your current templates are useless. Hopefully
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293 the new documentation and examples will be enough to help you make the
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294 transition. Please don't hesitate to ask on roundup-users for help (or
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295 complete conversions if you're completely stuck)!
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296 2. The database backed got a lot more flexible, allowing Metakit and SQL
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297 databases! The only decent SQL database implemented at present is sqlite,
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298 but others shouldn't be a whole lot more work.
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299 3. A brand new, highly flexible and much more robust security system including
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300 a system of Permissions, Roles and Role assignments to users. You may now
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301 define your own Permissions that may be checked in CGI transactions.
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302 4. Journalling has been made less storage-hungry, so has been turned on
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303 by default *except* for author, recipient and nosy link/unlink events. You
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304 are advised to turn it off in your trackers too.
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305 5. We've changed the terminology from "instance" to "tracker", to ease the
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306 learning curve/impact for new users.
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307 6. Because of the above changes, the tracker configuration has seen some
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308 major changes. See below for the details.
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309
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310 Please, **back up your database** before you start the migration process. This
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311 is as simple as copying the "db" directory and all its contents from your
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312 tracker to somewhere safe.
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313
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314
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315 0.5.0 Configuration
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316 -------------------
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317
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318 First up, rename your ``instance_config.py`` file to just ``config.py``.
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319
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320 Then edit your tracker's ``__init__.py`` module. It'll currently look
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321 like this::
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322
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323 from instance_config import *
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324 try:
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325 from dbinit import *
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326 except ImportError:
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327 pass # in installdir (probably :)
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328 from interfaces import *
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329
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330 and it needs to be::
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331
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332 import config
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333 from dbinit import open, init
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334 from interfaces import Client, MailGW
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335
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336 Due to the new templating having a top-level ``page`` that defines links for
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337 searching, indexes, adding items etc, the following variables are no longer
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338 used:
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339
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340 - HEADER_INDEX_LINKS
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341 - HEADER_ADD_LINKS
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342 - HEADER_SEARCH_LINKS
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343 - SEARCH_FILTERS
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344 - DEFAULT_INDEX
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345 - UNASSIGNED_INDEX
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346 - USER_INDEX
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347 - ISSUE_FILTER
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348
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349 The new security implementation will require additions to the dbinit module,
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350 but also removes the need for the following tracker config variables:
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351
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352 - ANONYMOUS_ACCESS
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353 - ANONYMOUS_REGISTER
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354
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355 but requires two new variables which define the Roles assigned to users who
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356 register through the web and e-mail interfaces:
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357
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358 - NEW_WEB_USER_ROLES
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359 - NEW_EMAIL_USER_ROLES
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360
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361 in both cases, 'User' is a good initial setting. To emulate
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362 ``ANONYMOUS_ACCESS='deny'``, remove all "View" Permissions from the
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363 "Anonymous" Role. To emulate ``ANONYMOUS_REGISTER='deny'``, remove the "Web
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364 Registration" and/or the "Email Registration" Permission from the "Anonymous"
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365 Role. See the section on customising security in the `customisation
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366 documentation`_ for more information.
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367
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368 Finally, the following config variables have been renamed to make more sense:
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369
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370 - INSTANCE_HOME -> TRACKER_HOME
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371 - INSTANCE_NAME -> TRACKER_NAME
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372 - ISSUE_TRACKER_WEB -> TRACKER_WEB
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373 - ISSUE_TRACKER_EMAIL -> TRACKER_EMAIL
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374
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375
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376 0.5.0 Schema Specification
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377 --------------------------
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378
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379 0.5.0 Database backend changes
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380 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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381
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382 Your select_db module in your tracker has changed a fair bit. Where it used
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383 to contain::
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384
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385 # WARNING: DO NOT EDIT THIS FILE!!!
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386 from roundup.backends.back_anydbm import Database
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387
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388 it must now contain::
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389
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390 # WARNING: DO NOT EDIT THIS FILE!!!
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391 from roundup.backends.back_anydbm import Database, Class, FileClass, IssueClass
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392
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393 Yes, I realise the irony of the "DO NOT EDIT THIS FILE" statement :)
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394 Note the addition of the Class, FileClass, IssueClass imports. These are very
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395 important, as they're going to make the next change work too. You now need to
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396 modify the top of the dbinit module in your tracker from::
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397
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398 import instance_config
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399 from roundup import roundupdb
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400 from select_db import Database
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401
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402 from roundup.roundupdb import Class, FileClass
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403
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404 class Database(roundupdb.Database, select_db.Database):
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405 ''' Creates a hybrid database from:
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406 . the selected database back-end from select_db
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407 . the roundup extensions from roundupdb
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408 '''
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409 pass
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410
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411 class IssueClass(roundupdb.IssueClass):
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412 ''' issues need the email information
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413 '''
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414 pass
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415
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416 to::
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417
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418 import config
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419 from select_db import Database, Class, FileClass, IssueClass
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420
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421 Yes, remove the Database and IssueClass definitions and those other imports.
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422 They're not needed any more!
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423
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424 Look for places in dbinit.py where ``instance_config`` is used too, and
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425 rename them ``config``.
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426
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427
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428 0.5.0 Journalling changes
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429 ~~~~~~~~~~~~~~~~~~~~~~~~~
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430
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431 Journalling has been optimised for storage. Journalling of links has been
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432 turned back on by default. If your tracker has a large user base, you may wish
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433 to turn off journalling of nosy list, message author and message recipient
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434 link and unlink events. You do this by adding ``do_journal='no'`` to the Class
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435 initialisation in your dbinit. For example, your *msg* class initialisation
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436 probably looks like this::
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437
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438 msg = FileClass(db, "msg",
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439 author=Link("user"), recipients=Multilink("user"),
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440 date=Date(), summary=String(),
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441 files=Multilink("file"),
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442 messageid=String(), inreplyto=String())
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443
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444 to turn off journalling of author and recipient link events, add
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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445 ``do_journal='no'`` to the ``author=Link("user")`` part of the statement,
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446 like so::
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447
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448 msg = FileClass(db, "msg",
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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449 author=Link("user", do_journal='no'),
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450 recipients=Multilink("user", do_journal='no'),
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451 date=Date(), summary=String(),
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452 files=Multilink("file"),
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453 messageid=String(), inreplyto=String())
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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454
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455 Nosy list link event journalling is actually turned off by default now. If you
1227
92d8e1aad2e9 added mention of the new "minimal" template...
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456 want to turn it on, change to your issue class' nosy list, change its
1008
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457 definition from::
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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458
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459 issue = IssueClass(db, "issue",
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460 assignedto=Link("user"), topic=Multilink("keyword"),
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461 priority=Link("priority"), status=Link("status"))
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462
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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463 to::
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464
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465 issue = IssueClass(db, "issue", nosy=Multilink("user", do_journal='yes'),
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466 assignedto=Link("user"), topic=Multilink("keyword"),
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467 priority=Link("priority"), status=Link("status"))
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468
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469 noting that your definition of the nosy Multilink will override the normal one.
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diff changeset
470
1009
fc55426544b5 more upgrading docco and a tool to fix roles
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diff changeset
471
1008
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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472 0.5.0 User schema changes
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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473 ~~~~~~~~~~~~~~~~~~~~~~~~~
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474
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Richard Jones <richard@users.sourceforge.net>
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475 Users have two more properties, "queries" and "roles". You'll have something
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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476 like this in your dbinit module now::
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477
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478 user = Class(db, "user",
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479 username=String(), password=Password(),
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480 address=String(), realname=String(),
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481 phone=String(), organisation=String(),
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482 alternate_addresses=String())
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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483 user.setkey("username")
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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484
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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485 and you'll need to add the new properties and the new "query" class to it
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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486 like so::
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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487
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488 query = Class(db, "query",
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489 klass=String(), name=String(),
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490 url=String())
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diff changeset
491 query.setkey("name")
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492
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493 # Note: roles is a comma-separated string of Role names
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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494 user = Class(db, "user",
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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495 username=String(), password=Password(),
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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496 address=String(), realname=String(),
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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497 phone=String(), organisation=String(),
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498 alternate_addresses=String(),
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499 queries=Multilink('query'), roles=String())
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Richard Jones <richard@users.sourceforge.net>
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diff changeset
500 user.setkey("username")
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501
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diff changeset
502 The "queries" property is used to store off the user's favourite database
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diff changeset
503 queries. The "roles" property is explained below in `0.5.0 Security
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504 Settings`_.
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Richard Jones <richard@users.sourceforge.net>
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diff changeset
505
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Richard Jones <richard@users.sourceforge.net>
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diff changeset
506
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
507 0.5.0 Security Settings
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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diff changeset
508 ~~~~~~~~~~~~~~~~~~~~~~~
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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509
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Richard Jones <richard@users.sourceforge.net>
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510 See the `security documentation`_ for an explanation of how the new security
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
511 system works. In a nutshell though, the security is handled as a four step
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512 process:
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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513
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Richard Jones <richard@users.sourceforge.net>
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diff changeset
514 1. Permissions are defined as having a name and optionally a hyperdb class
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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515 they're specific to,
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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516 2. Roles are defined that have one or more Permissions,
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517 3. Users are assigned Roles in their "roles" property, and finally
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518 4. Roundup checks that users have appropriate Permissions at appropriate times
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Richard Jones <richard@users.sourceforge.net>
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519 (like editing issues).
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
520
1089
43ab730ee194 instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents: 1051
diff changeset
521 Your tracker dbinit module's *open* function now has to define any
43ab730ee194 instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
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diff changeset
522 Permissions that are specific to your tracker, and also the assignment
1008
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
523 of Permissions to Roles. At the moment, your open function
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
524 ends with::
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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525
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
526 import detectors
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Richard Jones <richard@users.sourceforge.net>
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diff changeset
527 detectors.init(db)
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Richard Jones <richard@users.sourceforge.net>
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diff changeset
528
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
529 return db
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
530
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
531 and what we need to do is insert some commands that will set up the security
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
532 parameters. Right above the ``import detectors`` line, you'll want to insert
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
533 these lines::
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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534
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Richard Jones <richard@users.sourceforge.net>
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diff changeset
535 #
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
536 # SECURITY SETTINGS
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
537 #
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
538 # new permissions for this schema
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
539 for cl in 'issue', 'file', 'msg', 'user':
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
540 db.security.addPermission(name="Edit", klass=cl,
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
541 description="User is allowed to edit "+cl)
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
542 db.security.addPermission(name="View", klass=cl,
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
543 description="User is allowed to access "+cl)
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
544
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
545 # Assign the access and edit permissions for issue, file and message
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
546 # to regular users now
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
547 for cl in 'issue', 'file', 'msg':
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
548 p = db.security.getPermission('View', cl)
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
549 db.security.addPermissionToRole('User', p)
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
550 p = db.security.getPermission('Edit', cl)
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
551 db.security.addPermissionToRole('User', p)
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
552 # and give the regular users access to the web and email interface
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
553 p = db.security.getPermission('Web Access')
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
554 db.security.addPermissionToRole('User', p)
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
555 p = db.security.getPermission('Email Access')
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
556 db.security.addPermissionToRole('User', p)
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
557
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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558 # May users view other user information? Comment these lines out
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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559 # if you don't want them to
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Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
560 p = db.security.getPermission('View', 'user')
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
561 db.security.addPermissionToRole('User', p)
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
562
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Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
563 # Assign the appropriate permissions to the anonymous user's Anonymous
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
564 # Role. Choices here are:
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
565 # - Allow anonymous users to register through the web
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
566 p = db.security.getPermission('Web Registration')
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Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
567 db.security.addPermissionToRole('Anonymous', p)
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
568 # - Allow anonymous (new) users to register through the email gateway
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
569 p = db.security.getPermission('Email Registration')
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
570 db.security.addPermissionToRole('Anonymous', p)
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
571 # - Allow anonymous users access to the "issue" class of data
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
572 # Note: this also grants access to related information like files,
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
573 # messages, statuses etc that are linked to issues
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
574 #p = db.security.getPermission('View', 'issue')
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
575 #db.security.addPermissionToRole('Anonymous', p)
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
576 # - Allow anonymous users access to edit the "issue" class of data
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
577 # Note: this also grants access to create related information like
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
578 # files and messages etc that are linked to issues
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
579 #p = db.security.getPermission('Edit', 'issue')
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Richard Jones <richard@users.sourceforge.net>
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diff changeset
580 #db.security.addPermissionToRole('Anonymous', p)
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
581
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
582 # oh, g'wan, let anonymous access the web interface too
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
583 p = db.security.getPermission('Web Access')
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
584 db.security.addPermissionToRole('Anonymous', p)
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
585
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
586 Note in the comments there the places where you might change the permissions
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
587 to restrict users or grant users more access. If you've created additional
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
588 classes that users should be able to edit and view, then you should add them
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
589 to the "new permissions for this schema" section at the start of the security
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
590 block. Then add them to the "Assign the access and edit permissions" section
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
591 too, so people actually have the new Permission you've created.
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
592
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
593 One final change is needed that finishes off the security system's
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
594 initialisation. We need to add a call to ``db.post_init()`` at the end of the
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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parents: 979
diff changeset
595 dbinit open() function. Add it like this::
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
596
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
597 import detectors
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
598 detectors.init(db)
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
599
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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parents: 979
diff changeset
600 # schema is set up - run any post-initialisation
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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parents: 979
diff changeset
601 db.post_init()
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
602 return db
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
603
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
604 You may verify the setup of Permissions and Roles using the new
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
605 "``roundup-admin security``" command.
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
606
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
607
1009
fc55426544b5 more upgrading docco and a tool to fix roles
Richard Jones <richard@users.sourceforge.net>
parents: 1008
diff changeset
608 0.5.0 User changes
fc55426544b5 more upgrading docco and a tool to fix roles
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parents: 1008
diff changeset
609 ~~~~~~~~~~~~~~~~~~
fc55426544b5 more upgrading docco and a tool to fix roles
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parents: 1008
diff changeset
610
fc55426544b5 more upgrading docco and a tool to fix roles
Richard Jones <richard@users.sourceforge.net>
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diff changeset
611 To support all those schema changes, you'll need to massage your user database
fc55426544b5 more upgrading docco and a tool to fix roles
Richard Jones <richard@users.sourceforge.net>
parents: 1008
diff changeset
612 a little too, to:
fc55426544b5 more upgrading docco and a tool to fix roles
Richard Jones <richard@users.sourceforge.net>
parents: 1008
diff changeset
613
fc55426544b5 more upgrading docco and a tool to fix roles
Richard Jones <richard@users.sourceforge.net>
parents: 1008
diff changeset
614 1. make sure there's an "anonymous" user - this user is mandatory now and is
fc55426544b5 more upgrading docco and a tool to fix roles
Richard Jones <richard@users.sourceforge.net>
parents: 1008
diff changeset
615 the one that unknown users are logged in as.
fc55426544b5 more upgrading docco and a tool to fix roles
Richard Jones <richard@users.sourceforge.net>
parents: 1008
diff changeset
616 2. make sure all users have at least one Role.
fc55426544b5 more upgrading docco and a tool to fix roles
Richard Jones <richard@users.sourceforge.net>
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diff changeset
617
fc55426544b5 more upgrading docco and a tool to fix roles
Richard Jones <richard@users.sourceforge.net>
parents: 1008
diff changeset
618 If you don't have the "anonymous" user, create it now with the command::
fc55426544b5 more upgrading docco and a tool to fix roles
Richard Jones <richard@users.sourceforge.net>
parents: 1008
diff changeset
619
fc55426544b5 more upgrading docco and a tool to fix roles
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parents: 1008
diff changeset
620 roundup-admin create user username=anonymous roles=Anonymous
fc55426544b5 more upgrading docco and a tool to fix roles
Richard Jones <richard@users.sourceforge.net>
parents: 1008
diff changeset
621
fc55426544b5 more upgrading docco and a tool to fix roles
Richard Jones <richard@users.sourceforge.net>
parents: 1008
diff changeset
622 making sure the capitalisation is the same as above. Once you've done that,
fc55426544b5 more upgrading docco and a tool to fix roles
Richard Jones <richard@users.sourceforge.net>
parents: 1008
diff changeset
623 you'll need to set the roles property on all users to a reasonable default.
fc55426544b5 more upgrading docco and a tool to fix roles
Richard Jones <richard@users.sourceforge.net>
parents: 1008
diff changeset
624 The admin user should get "Admin", the anonymous user "Anonymous"
fc55426544b5 more upgrading docco and a tool to fix roles
Richard Jones <richard@users.sourceforge.net>
parents: 1008
diff changeset
625 and all other users "User". The ``fixroles.py`` script in the tools directory
fc55426544b5 more upgrading docco and a tool to fix roles
Richard Jones <richard@users.sourceforge.net>
parents: 1008
diff changeset
626 will do this. Run it like so (where python is your python 2+ binary)::
fc55426544b5 more upgrading docco and a tool to fix roles
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parents: 1008
diff changeset
627
1271
7733d5b96ef6 docco fix
Richard Jones <richard@users.sourceforge.net>
parents: 1227
diff changeset
628 python tools/fixroles.py -i <tracker home> fixroles
1009
fc55426544b5 more upgrading docco and a tool to fix roles
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parents: 1008
diff changeset
629
fc55426544b5 more upgrading docco and a tool to fix roles
Richard Jones <richard@users.sourceforge.net>
parents: 1008
diff changeset
630
fc55426544b5 more upgrading docco and a tool to fix roles
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parents: 1008
diff changeset
631
1008
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
632 0.5.0 CGI interface changes
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
633 ---------------------------
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
634
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
635 The CGI interface code was completely reorganised and largely rewritten. The
1089
43ab730ee194 instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents: 1051
diff changeset
636 end result is that this section of your tracker interfaces module will need
1008
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
637 changing from::
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
638
1308
bd71c43f0911 fixed upgrading doc to have CGI changes in the correct order
Richard Jones <richard@users.sourceforge.net>
parents: 1271
diff changeset
639 from roundup import cgi_client, mailgw
bd71c43f0911 fixed upgrading doc to have CGI changes in the correct order
Richard Jones <richard@users.sourceforge.net>
parents: 1271
diff changeset
640 from roundup.i18n import _
1008
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
641
1308
bd71c43f0911 fixed upgrading doc to have CGI changes in the correct order
Richard Jones <richard@users.sourceforge.net>
parents: 1271
diff changeset
642 class Client(cgi_client.Client):
1008
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
643 ''' derives basic CGI implementation from the standard module,
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
644 with any specific extensions
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
645 '''
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
646 pass
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
647
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
648 to::
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
649
1308
bd71c43f0911 fixed upgrading doc to have CGI changes in the correct order
Richard Jones <richard@users.sourceforge.net>
parents: 1271
diff changeset
650 from roundup import mailgw
bd71c43f0911 fixed upgrading doc to have CGI changes in the correct order
Richard Jones <richard@users.sourceforge.net>
parents: 1271
diff changeset
651 from roundup.cgi import client
1008
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
652
1308
bd71c43f0911 fixed upgrading doc to have CGI changes in the correct order
Richard Jones <richard@users.sourceforge.net>
parents: 1271
diff changeset
653 class Client(client.Client):
1008
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
654 ''' derives basic CGI implementation from the standard module,
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
655 with any specific extensions
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
656 '''
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
657 pass
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
658
1034
6afef8529d6c mention cgi script update
Richard Jones <richard@users.sourceforge.net>
parents: 1009
diff changeset
659 You will also need to install the new version of roundup.cgi from the source
6afef8529d6c mention cgi script update
Richard Jones <richard@users.sourceforge.net>
parents: 1009
diff changeset
660 cgi-bin directory if you're using it.
6afef8529d6c mention cgi script update
Richard Jones <richard@users.sourceforge.net>
parents: 1009
diff changeset
661
6afef8529d6c mention cgi script update
Richard Jones <richard@users.sourceforge.net>
parents: 1009
diff changeset
662
1008
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
663 0.5.0 HTML templating
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
664 ---------------------
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
665
1089
43ab730ee194 instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents: 1051
diff changeset
666 You'll want to make a backup of your current tracker html directory. You
1091
d870139aeb5c more doc
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parents: 1089
diff changeset
667 should then copy the html directory from the Roundup source "classic" template
d870139aeb5c more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1089
diff changeset
668 and modify it according to your local schema changes.
1008
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
669
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
670 If you need help with the new templating system, please ask questions on the
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
671 roundup-users mailing list (available through the roundup project page on
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
672 sourceforge, http://roundup.sf.net/)
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
673
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
674
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
675 0.5.0 Detectors
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
676 ---------------
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
677
1089
43ab730ee194 instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents: 1051
diff changeset
678 The nosy reactor has been updated to handle the tracker not having an
43ab730ee194 instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents: 1051
diff changeset
679 "assignedto" property on issues. You may want to copy it into your tracker's
1008
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
680 detectors directory. Chances are you've already fixed it though :)
825
0779ea9f1f18 More indexer work:
Richard Jones <richard@users.sourceforge.net>
parents: 798
diff changeset
681
0779ea9f1f18 More indexer work:
Richard Jones <richard@users.sourceforge.net>
parents: 798
diff changeset
682
782
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
683 Migrating from 0.4.1 to 0.4.2
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
684 =============================
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
685
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
686 0.4.2 Configuration
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
687 -------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
688 The USER_INDEX definition introduced in 0.4.1 was too restrictive in its
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
689 allowing replacement of 'assignedto' with the user's userid. Users must change
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
690 the None value of 'assignedto' to 'CURRENT USER' (the string, in quotes) for
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
691 the replacement behaviour to occur now.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
692
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
693 The new configuration variables are:
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
694
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
695 - EMAIL_KEEP_QUOTED_TEXT
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
696 - EMAIL_LEAVE_BODY_UNCHANGED
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
697 - ADD_RECIPIENTS_TO_NOSY
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
698
798
faf164ab8ed9 Docco changes.
Richard Jones <richard@users.sourceforge.net>
parents: 782
diff changeset
699 See the sample configuration files in::
782
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
700
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
701 <roundup source>/roundup/templates/classic/instance_config.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
702
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
703 and::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
704
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
705 <roundup source>/roundup/templates/extended/instance_config.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
706
1008
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
707 and the `customisation documentation`_ for information on how they're used.
782
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
708
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
709
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
710 0.4.2 Changes to detectors
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
711 --------------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
712 You will need to copy the detectors from the distribution into your instance
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
713 home "detectors" directory. If you used the classic schema, the detectors
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
714 are in::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
715
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
716 <roundup source>/roundup/templates/classic/detectors/
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
717
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
718 If you used the extended schema, the detectors are in::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
719
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
720 <roundup source>/roundup/templates/extended/detectors/
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
721
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
722 The change means that schema-specific code has been removed from the
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
723 mail gateway and cgi interface and made into auditors:
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
724
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
725 - nosyreactor.py has now got an updatenosy auditor which updates the nosy
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
726 list with author, recipient and assignedto information.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
727 - statusauditor.py makes the unread or resolved -> chatting changes and
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
728 presets the status of an issue to unread.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
729
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
730 There's also a bug or two fixed in the nosyreactor code.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
731
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
732 0.4.2 HTML templating changes
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
733 -----------------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
734 The link() htmltemplate function now has a "showid" option for links and
1089
43ab730ee194 instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents: 1051
diff changeset
735 multilinks. When true, it only displays the linked item id as the anchor
782
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
736 text. The link value is displayed as a tooltip using the title anchor
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
737 attribute. To use in eg. the superseder field, have something like this::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
738
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
739 <td>
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
740 <display call="field('superseder', showid=1)">
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
741 <display call="classhelp('issue', 'id,title', label='list', width=500)">
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
742 <property name="superseder">
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
743 <br>View: <display call="link('superseder', showid=1)">
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
744 </property>
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
745 </td>
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
746
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
747 The stylesheets have been cleaned up too. You may want to use the newer
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
748 versions in::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
749
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
750 <roundup source>/roundup/templates/<template>/html/default.css
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
751
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
752
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
753
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
754 Migrating from 0.4.0 to 0.4.1
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
755 =============================
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
756
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
757 0.4.1 Files storage
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
758 -------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
759
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
760 Messages and files from newly created issues will be put into subdierectories
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
761 in thousands e.g. msg123 will be put into files/msg/0/msg123, file2003
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
762 will go into files/file/2/file2003. Previous messages are still found, but
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
763 could be put into this structure.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
764
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
765 0.4.1 Configuration
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
766 -------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
767
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
768 To allow more fine-grained access control, the variable used to check
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
769 permission to auto-register users in the mail gateway is now called
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
770 ANONYMOUS_REGISTER_MAIL rather than overloading ANONYMOUS_REGISTER. If the
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
771 variable doesn't exist, then ANONYMOUS_REGISTER is tested as before.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
772
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
773 Configuring the links in the web header is now easier too. The following
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
774 variables have been added to the classic instance_config.py::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
775
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
776 HEADER_INDEX_LINKS - defines the "index" links to be made available
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
777 HEADER_ADD_LINKS - defines the "add" links
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
778 DEFAULT_INDEX - specifies the index view for DEFAULT
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
779 UNASSIGNED_INDEX - specifies the index view for UNASSIGNED
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
780 USER_INDEX - specifies the index view for USER
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
781
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
782 See the <roundup source>/roundup/templates/classic/instance_config.py for more
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
783 information - including how the variables are to be set up. Most users will
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
784 just be able to copy the variables from the source to their instance home. If
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
785 you've modified the header by changing the source of the interfaces.py file in
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
786 the instance home, you'll need to remove that customisation and move it into
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
787 the appropriate variables in instance_config.py.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
788
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
789 The extended schema has similar variables added too - see the source for more
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
790 info.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
791
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
792 0.4.1 Alternate E-Mail Addresses
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
793 --------------------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
794
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
795 If you add the property "alternate_addresses" to your user class, your users
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
796 will be able to register alternate email addresses that they may use to
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
797 communicate with roundup as. All email from roundup will continue to be sent
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
798 to their primary address.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
799
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
800 If you have not edited the dbinit.py file in your instance home directory,
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
801 you may simply copy the new dbinit.py file from the core code. If you used
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
802 the classic schema, the interfaces file is in::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
803
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
804 <roundup source>/roundup/templates/classic/dbinit.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
805
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
806 If you used the extended schema, the file is in::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
807
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
808 <roundup source>/roundup/templates/extended/dbinit.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
809
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
810 If you have modified your dbinit.py file, you need to edit the dbinit.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
811 file in your instance home directory. Find the lines which define the user
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
812 class::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
813
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
814 user = Class(db, "msg",
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
815 username=String(), password=Password(),
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
816 address=String(), realname=String(),
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
817 phone=String(), organisation=String(),
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
818 alternate_addresses=String())
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
819
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
820 You will also want to add the property to the user's details page. The
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
821 template for this is the "user.item" file in your instance home "html"
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
822 directory. Similar to above, you may copy the file from the roundup source if
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
823 you haven't modified it. Otherwise, add the following to the template::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
824
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
825 <display call="multiline('alternate_addresses')">
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
826
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
827 with appropriate labelling etc. See the standard template for an idea.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
828
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
829
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
830
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
831 Migrating from 0.3.x to 0.4.0
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
832 =============================
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
833
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
834 0.4.0 Message-ID and In-Reply-To addition
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
835 -----------------------------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
836 0.4.0 adds the tracking of messages by message-id and allows threading
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
837 using in-reply-to. Most e-mail clients support threading using this
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
838 feature, and we hope to add support for it to the web gateway. If you
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
839 have not edited the dbinit.py file in your instance home directory, you may
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
840 simply copy the new dbinit.py file from the core code. If you used the
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
841 classic schema, the interfaces file is in::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
842
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
843 <roundup source>/roundup/templates/classic/dbinit.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
844
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
845 If you used the extended schema, the file is in::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
846
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
847 <roundup source>/roundup/templates/extended/dbinit.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
848
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
849 If you have modified your dbinit.py file, you need to edit the dbinit.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
850 file in your instance home directory. Find the lines which define the msg
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
851 class::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
852
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
853 msg = FileClass(db, "msg",
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
854 author=Link("user"), recipients=Multilink("user"),
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
855 date=Date(), summary=String(),
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
856 files=Multilink("file"))
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
857
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
858 and add the messageid and inreplyto properties like so::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
859
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
860 msg = FileClass(db, "msg",
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
861 author=Link("user"), recipients=Multilink("user"),
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
862 date=Date(), summary=String(),
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
863 files=Multilink("file"),
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
864 messageid=String(), inreplyto=String())
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
865
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
866 Also, configuration is being cleaned up. This means that your dbinit.py will
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
867 also need to be changed in the open function. If you haven't changed your
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
868 dbinit.py, the above copy will be enough. If you have, you'll need to change
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
869 the line (round line 50)::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
870
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
871 db = Database(instance_config.DATABASE, name)
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
872
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
873 to::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
874
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
875 db = Database(instance_config, name)
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
876
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
877
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
878 0.4.0 Configuration
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
879 --------------------
1096
fa7df238e2d4 More cleaning up of configuration, and the "instance" -> "tracker" renaming.
Richard Jones <richard@users.sourceforge.net>
parents: 1091
diff changeset
880 ``TRACKER_NAME`` and ``EMAIL_SIGNATURE_POSITION`` have been added to the
782
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
881 instance_config.py. The simplest solution is to copy the default values
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
882 from template in the core source.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
883
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
884 The mail gateway now checks ``ANONYMOUS_REGISTER`` to see if unknown users
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
885 are to be automatically registered with the tracker. If it is set to "deny"
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
886 then unknown users will not have access. If it is set to "allow" they will be
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
887 automatically registered with the tracker.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
888
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
889
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
890 0.4.0 CGI script roundup.cgi
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
891 ----------------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
892 The CGI script has been updated with some features and a bugfix, so you should
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
893 copy it from the roundup cgi-bin source directory again. Make sure you update
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
894 the ROUNDUP_INSTANCE_HOMES after the copy.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
895
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
896
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
897 0.4.0 Nosy reactor
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
898 ------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
899 The nosy reactor has also changed - copy the nosyreactor.py file from the core
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
900 source::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
901
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
902 <roundup source>/roundup/templates/<template>/detectors/nosyreactor.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
903
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
904 to your instance home "detectors" directory.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
905
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
906
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
907 0.4.0 HTML templating
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
908 ---------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
909 The field() function was incorrectly implemented - links and multilinks now
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
910 display as text fields when rendered using field(). To display a menu (drop-
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
911 down or select box) you need to use the menu() function.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
912
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
913
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
914
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
915 Migrating from 0.2.x to 0.3.x
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
916 =============================
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
917
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
918 0.3.x Cookie Authentication changes
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
919 -----------------------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
920 0.3.0 introduces cookie authentication - you will need to copy the
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
921 interfaces.py file from the roundup source to your instance home to enable
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
922 authentication. If you used the classic schema, the interfaces file is in::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
923
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
924 <roundup source>/roundup/templates/classic/interfaces.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
925
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
926 If you used the extended schema, the file is in::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
927
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
928 <roundup source>/roundup/templates/extended/interfaces.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
929
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
930 If you have modified your interfaces.Client class, you will need to take
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
931 note of the login/logout functionality provided in roundup.cgi_client.Client
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
932 (classic schema) or roundup.cgi_client.ExtendedClient (extended schema) and
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
933 modify your instance code apropriately.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
934
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
935
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
936 0.3.x Password encoding
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
937 -----------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
938 This release also introduces encoding of passwords in the database. If you
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
939 have not edited the dbinit.py file in your instance home directory, you may
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
940 simply copy the new dbinit.py file from the core code. If you used the
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
941 classic schema, the interfaces file is in::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
942
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
943 <roundup source>/roundup/templates/classic/dbinit.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
944
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
945 If you used the extended schema, the file is in::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
946
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
947 <roundup source>/roundup/templates/extended/dbinit.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
948
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
949
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
950 If you have modified your dbinit.py file, you may use encoded passwords:
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
951
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
952 1. Edit the dbinit.py file in your instance home directory
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
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953 a. At the first code line of the open() function::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
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954
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
955 from roundup.hyperdb import String, Date, Link, Multilink
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
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956
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
957 alter to include Password, as so::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
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958
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
959 from roundup.hyperdb import String, Password, Date, Link, Multilink
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
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960
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
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961 b. Where the password property is defined (around line 66)::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
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962
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
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963 user = Class(db, "user",
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
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964 username=String(), password=String(),
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
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965 address=String(), realname=String(),
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
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966 phone=String(), organisation=String())
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
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967 user.setkey("username")
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
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968
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
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969 alter the "password=String()" to "password=Password()"::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
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970
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
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971 user = Class(db, "user",
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
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972 username=String(), password=Password(),
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
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973 address=String(), realname=String(),
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
974 phone=String(), organisation=String())
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
975 user.setkey("username")
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Richard Jones <richard@users.sourceforge.net>
parents:
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976
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
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977 2. Any existing passwords in the database will remain cleartext until they
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
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978 are edited. It is recommended that at a minimum the admin password be
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
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979 changed immediately::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
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980
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
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981 roundup-admin -i <instance home> set user1 password=<new password>
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
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parents:
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982
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Richard Jones <richard@users.sourceforge.net>
parents:
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983
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
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984 0.3.x Configuration
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Richard Jones <richard@users.sourceforge.net>
parents:
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985 -------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
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986 FILTER_POSITION, ANONYMOUS_ACCESS, ANONYMOUS_REGISTER have been added to
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
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987 the instance_config.py. Simplest solution is to copy the default values from
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
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988 template in the core source.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
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989
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
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990 MESSAGES_TO_AUTHOR has been added to the IssueClass in dbinit.py. Set to 'yes'
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
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991 to send nosy messages to the author. Default behaviour is to not send nosy
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
992 messages to the author. You will need to add MESSAGES_TO_AUTHOR to your
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
993 dbinit.py in your instance home.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
994
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
995
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
996 0.3.x CGI script roundup.cgi
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
997 ----------------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
998 There have been some structural changes to the roundup.cgi script - you will
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
999 need to install it again from the cgi-bin directory of the source
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1000 distribution. Make sure you update the ROUNDUP_INSTANCE_HOMES after the
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1001 copy.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1002
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
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1003
1008
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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parents: 979
diff changeset
1004 .. _`customisation documentation`: customizing.html
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
1005 .. _`security documentation`: security.html
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents: 1911
diff changeset
1006 .. _`administration guide`: admin.html
Roundup Issue Tracker: http://roundup-tracker.org/