Mercurial > p > roundup > code
annotate doc/admin_guide.txt @ 8281:669dfccca898
issue2551391 - checkboxes and radiobutton inputs get wrong id's.
Actually it breaks automatic id assignment for all inputs.
Inputs now get an automatic id assignment that matches the name.
It can be overridden by supplting an id parameter in the call to
the field() method.
This is also a partial fix for issue1513369. I think it obsoletes the
changes to templating.py.
| author | John Rouillard <rouilj@ieee.org> |
|---|---|
| date | Thu, 16 Jan 2025 02:32:58 -0500 |
| parents | 2a7c3eeaf167 |
| children | 03513f5066f3 |
| rev | line source |
|---|---|
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1 .. meta:: |
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2 :description: |
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3 How to administer, backup, upgrade a Roundup installation. |
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4 System and user security, configuring web compression, |
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5 documentation on using roundup-server and running |
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6 roundup-admin. |
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7 |
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8 |
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9 ==================== |
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10 Administration Guide |
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11 ==================== |
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12 |
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13 .. contents:: |
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14 :local: |
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15 |
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16 What does Roundup install? |
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17 ========================== |
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18 |
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19 There's two "installations" that we talk about when using Roundup: |
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20 |
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21 1. The installation of the software and its support files. This uses the |
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22 standard Python mechanism called "setuptools" and thus Roundup's core code, |
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23 executable scripts and support data files are installed in Python's |
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24 directories. On Windows, this is typically: |
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25 |
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26 Scripts |
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27 ``<python dir>\scripts\...`` |
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28 Core code |
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29 ``<python dir>\lib\site-packages\roundup\...`` |
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30 Support files |
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31 ``<python dir>\share\roundup\...`` |
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32 |
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33 and on Unix-like systems (eg. Linux): |
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34 |
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35 Scripts |
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36 ``<python root>/bin/...`` |
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37 Core code |
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38 ``<python root>/lib-<python version>/site-packages/roundup/...`` |
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39 Support files |
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40 ``<python root>/share/roundup/...`` |
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41 |
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42 2. The installation of a specific tracker. When invoking the roundup-admin |
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43 "inst" (and "init") commands, you're creating a new Roundup tracker. This |
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44 installs configuration files, HTML templates, detector code and a new |
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45 database. You have complete control over where this stuff goes through |
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46 both choosing your "tracker home" and the ``main`` -> ``database`` variable |
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47 in the tracker's config.ini. |
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48 |
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49 |
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50 Configuring Roundup's Logging of Messages For Sysadmins |
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51 ======================================================= |
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52 |
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53 You may configure where Roundup logs messages in your tracker's config.ini |
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54 file. Roundup will use the standard Python (2.3+) logging implementation. |
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55 |
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56 Configuration for standard "logging" module: |
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57 - tracker configuration file specifies the location of a logging |
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58 configration file as ``logging`` -> ``config`` |
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59 - ``roundup-server`` specifies the location of a logging configuration |
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60 file on the command line |
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61 Configuration for "BasicLogging" implementation: |
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62 - tracker configuration file specifies the location of a log file |
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63 ``logging`` -> ``filename`` |
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64 - tracker configuration file specifies the level to log to as |
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65 ``logging`` -> ``level`` |
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66 - ``roundup-server`` specifies the location of a log file on the command |
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67 line |
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68 - ``roundup-server`` specifies the level to log to on the command line |
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69 |
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70 (``roundup-mailgw`` always logs to the tracker's log file) |
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71 |
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72 In both cases, if no logfile is specified then logging will simply be sent |
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73 to sys.stderr with only logging of ERROR messages. |
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74 |
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76 Configuring roundup-server |
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77 ========================== |
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78 |
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79 The basic configuration file is as follows (taken from the |
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80 ``roundup-server.ini.example`` file in the "doc" directory):: |
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81 |
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82 [main] |
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83 |
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84 # Host name of the Roundup web server instance. |
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85 # If left unconfigured (no 'host' setting) the default |
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86 # will be used. |
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87 # If empty, listen on all network interfaces. |
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88 # If you want to explicitly listen on all |
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89 # network interfaces, the address 0.0.0.0 is a more |
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90 # explicit way to achieve this, the use of an empty |
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91 # string for this purpose is deprecated and will go away |
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92 # in a future release. |
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93 # Default: localhost |
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94 host = localhost |
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95 |
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96 # Port to listen on. |
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97 # Default: 8080 |
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98 port = 8017 |
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99 |
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100 # Path to favicon.ico image file. If unset, built-in favicon.ico is used. |
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101 # The path may be either absolute or relative |
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102 # to the directory containing this config file. |
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103 # Default: favicon.ico |
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104 favicon = favicon.ico |
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105 |
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106 # User ID as which the server will answer requests. |
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107 # In order to use this option, the server must be run initially as root. |
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108 # Availability: Unix. |
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109 # Default: |
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110 user = roundup |
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111 |
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112 # Group ID as which the server will answer requests. |
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113 # In order to use this option, the server must be run initially as root. |
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114 # Availability: Unix. |
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115 # Default: |
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116 group = |
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117 |
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118 # Maximum number of children to spawn using fork multiprocess mode. |
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119 # Default: 40 |
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120 max_children = 40 |
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121 |
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122 # don't fork (this overrides the pidfile mechanism)' |
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123 # Allowed values: yes, no |
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124 # Default: no |
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125 nodaemon = no |
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126 |
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127 # Log client machine names instead of IP addresses (much slower) |
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128 # Allowed values: yes, no |
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129 # Default: no |
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130 log_hostnames = no |
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131 |
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132 # Have http(s) request logging done via python logger module. |
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133 # If set to yes the python logging module is used with qualname |
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134 # 'roundup.http'. Otherwise logging is done to stderr or the file |
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135 # specified using the -l/logfile option. |
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136 # Allowed values: yes, no |
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137 # Default: no |
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138 loghttpvialogger = no |
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139 |
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140 # File to which the server records the process id of the daemon. |
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141 # If this option is not set, the server will run in foreground |
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142 # |
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143 # The path may be either absolute or relative |
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144 # to the directory containing this config file. |
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145 # Default: |
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146 pidfile = |
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147 |
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148 # Log file path. If unset, log to stderr. |
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149 # The path may be either absolute or relative |
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150 # to the directory containing this config file. |
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151 # Default: |
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152 logfile = |
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153 |
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154 # Set processing of each request in separate subprocess. |
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155 # Allowed values: debug, none, thread, fork. |
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156 # Default: fork |
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157 multiprocess = fork |
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158 |
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159 # Tracker index template. If unset, built-in will be used. |
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160 # The path may be either absolute or relative |
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161 # to the directory containing this config file. |
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162 # Default: |
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163 template = |
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164 |
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165 # Enable SSL support (requires pyopenssl) |
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166 # Allowed values: yes, no |
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167 # Default: no |
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168 ssl = no |
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169 |
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170 # PEM file used for SSL. A temporary self-signed certificate |
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171 # will be used if left blank. |
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172 # The path may be either absolute or relative |
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173 # to the directory containing this config file. |
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174 # Default: |
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175 pem = |
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176 |
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177 # Comma separated list of extra headers that should |
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178 # be copied into the CGI environment. |
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179 # E.G. if you want to access the REMOTE_USER and |
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180 # X-Proxy-User headers in the back end, |
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181 # set to the value REMOTE_USER,X-Proxy-User. |
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182 # Allowed values: comma-separated list of words |
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183 # Default: |
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184 include_headers = |
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185 |
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186 # Change to HTTP/1.0 if needed. This disables keepalive. |
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187 # Default: HTTP/1.1 |
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188 http_version = HTTP/1.1 |
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189 |
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190 # Roundup trackers to serve. |
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191 # Each option in this section defines single Roundup tracker. |
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192 # Option name identifies the tracker and will appear in the URL. |
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193 # Option value is tracker home directory path. |
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194 # The path may be either absolute or relative |
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195 # to the directory containing this config file. |
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196 [trackers] |
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197 |
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198 demo = /trackers/demo |
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199 sysadmin = /trackers/sysadmin |
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200 |
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201 Additional notes for each keyword: |
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202 |
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203 **template** |
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204 Specifies a template used for displaying the tracker index when |
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205 multiple trackers are being used. It is processed by TAL and |
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206 the variable "trackers" is available to the template and is a |
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207 dict of all configured trackers. |
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208 **ssl** |
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209 Enables use of SSL to secure the connection to the |
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210 roundup-server. In most cases, you will want to run a |
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211 real web server (Apache, Nginx) as a proxy to |
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212 roundup-server running without SSL. The real web server |
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213 can filter/rate limit/firewall requests to roundup-server. |
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214 If you enable this, ensure that your tracker's config.ini specifies |
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215 an *https* URL. See roundup-server.1 man page for |
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216 additional information. |
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217 **pem** |
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218 If specified, the SSL PEM file containing the private key and certificate. |
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219 The file must include both the private key and certificate with appropriate |
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220 headers (e.g. ``-----BEGIN PRIVATE KEY-----``, |
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221 ``-----END PRIVATE KEY-----`` and |
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222 ``-----BEGIN CERTIFICATE-----``, |
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223 ``-----END CERTIFICATE-----``. |
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224 If not specified, roundup will generate a temporary, self-signed certificate |
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225 for use. |
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226 **trackers** section |
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227 Each line denotes a mapping from a URL component to a tracker home. |
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228 Make sure the name part doesn't include any url-unsafe characters like |
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229 spaces. Stick to alphanumeric characters and you'll be ok. |
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230 |
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231 To generate a config.ini in the current directory from the |
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232 roundup-server command line use:: |
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233 |
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234 roundup_server -p 8017 -u roundup --save-config demo=/trackers/demo \ |
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235 sysadmin=/trackers/sysadmin |
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236 |
| 7334 | 237 Note it will save an old config.ini file to config.bak and create a |
| 238 new config.ini. The file is recreated from scratch ignoring the | |
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239 contents of the current config.ini. You may need to merge the backup |
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240 and config files. save-config doesn't attempt to load or verify an |
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241 existing config.ini. Running this in a tracker home directory will |
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242 move the exsiting config.ini to config.bak and replace it with the |
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243 roundup-server's config.ini. This will make the tracker in the |
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244 directory fail to start util the original config.ini is restored. |
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245 |
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246 .. _configuring-compression: |
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247 |
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248 Configuring Compression |
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249 ======================= |
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250 |
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251 Roundup will compress HTTP responses to clients on the fly. Dynamic, |
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252 on the fly, compression is enabled by default, to disable it set:: |
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253 |
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254 [web] |
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255 ... |
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256 dynamic_compression = No |
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257 |
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258 in the tracker's ``config.ini``. You should disable compression if |
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259 your proxy (e.g. nginx or apache) or wsgi server (uwsgi) is configured |
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260 to compress responses on the fly. The python standard library includes |
| 7385 | 261 gzip support. For brotli or zstd you will need to install packages. See |
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262 the `installation documentation`_ for details. |
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263 |
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264 .. index:: single: interfaces.py; configuring http compression |
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265 |
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266 Some assets will not be compressed on the fly. Assets with mime types |
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267 of "image/png" or "image/jpeg" will not be compressed. You |
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268 can add mime types to the list by using ``interfaces.py`` as discussed |
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269 in the `customisation documentation`_. As an example adding:: |
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270 |
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271 from roundup.cgi.client import Client |
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272 |
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273 Client.precompressed_mime_types.append('application/zip`) |
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274 |
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275 to ``interfaces.py`` will prevent zip files from being compressed. |
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276 |
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277 Any content less than 100 bytes in size will not be compressed (e.g |
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278 errors messages, short json responses). |
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279 |
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280 Zstd will be used if the client can understand it, followed by brotli |
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281 then gzip encoding. Currently the preference order is hard coded into |
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282 the server and not parsed using ``q`` values from the client's |
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283 Accept-Encoding header. This is an area for improvement. |
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284 |
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285 In addition to dynamic compression, static files/assets accessed using |
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286 ``@@file`` can be pre-compressed. This reduces CPU load on the server |
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287 and reduces the time required to respond to the client. By default |
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288 searching for pre-compressed files is disabled. To enable it set:: |
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289 |
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290 [web] |
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291 ... |
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292 use_precompressed_files = Yes |
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293 |
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294 in the tracker's ``config.ini`` file. Then you can create a |
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295 precompressed file and it will be served if the client is able to |
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296 accept it. For a file ``.../@@file/library.js`` you can create:: |
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297 |
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298 tracker_home/html/library.js.gzip |
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299 tracker_home/html/library.js.br |
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300 tracker_home/html/library.js.zstd |
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301 |
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302 which should be created by using (respectively):: |
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303 |
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304 gzip --keep --suffix .gzip library.js |
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305 brotli library.js |
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306 zstd library.js && mv library.js.zst library.js.zstd |
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307 |
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308 see the man pages for options that control compression level. Note |
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309 that some levels require additional memory on the client side, so you |
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310 may not always want to use the highest compression available. |
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311 |
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312 A pre-compressed file will not be used if its modified date is earlier |
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313 than the uncompressed file. For example, if ``library.js.gzip`` is |
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314 older (has earlier modification date) than ``library.js``, |
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315 ``library.js.gzip`` will be ignored. ``library.js`` will be |
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316 served instead. ``library.js`` will be dynamically compressed on the |
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317 fly and a warning message will be logged. |
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318 |
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319 Precompressed files override dynamic compression. For example, assume |
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320 the client can accept brotli and gzip. If there are no precompressed |
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321 files, the data will be compressed dynamically (on the fly) using |
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322 brotli. If there is a precompressed gzip file present the client will |
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323 get the gzip version and not a brotli compressed version. This |
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324 mechanism allows the admin to allow use of brotli and zstd for |
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325 dynamic content, but not for static content. |
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326 |
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327 .. _browser_handling_attached_files: |
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328 |
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329 .. index:: single: interfaces.py; Controlling browser handling of attached files |
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330 |
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331 Controlling Browser Handling of Attached Files |
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332 ============================================== |
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333 |
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334 You may be aware of the ``allow_html_file`` `config.ini setting |
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335 <reference.html#config-ini-section-web>`_. When set to yes, it permits |
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336 html files to be attached and displayed in the browser as html |
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337 files. The underlying mechanism used to enable/disable attaching HTML |
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338 is exposed using ``interfaces.py``. |
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339 |
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340 Similar to ``Client.precompressed_mime_types`` above, there is a |
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341 ``Client.mime_type_allowlist``. If a mime type is present in this |
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342 list, an attachment with this mime type is served to the browser. If |
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343 the mime type is not present, the mime type is set to |
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344 ``application/octet-stream`` which causes the browser to download the |
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345 attachment to a file. |
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346 |
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347 In release 2.4.0, the mime type ``application/pdf`` was removed from |
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348 the precompressed_mime_types list. This prevents the browser from |
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349 executing scripts that may be included in the PDF file. If you trust |
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350 the individuals uploading PDF files to your tracker and wish to allow |
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351 viewing PDF files from your tracker, you can do so by editing your |
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352 tracker's "interfaces.py" file. Adding:: |
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353 |
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354 from roundup.cgi.client import Client |
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355 Client.mime_type_allowlist.append('application/pdf') |
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356 |
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357 will permit the PDF files to be viewed in the browser rather than |
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358 downloaded to a file. |
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359 |
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360 Similarly, you can remove a mime type (e.g. audio/oog) using:: |
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361 |
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362 from roundup.cgi.client import Client |
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363 Client.mime_type_allowlist.remove('audio/oog') |
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364 |
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365 which will force the browser to save the attachment to a file rather |
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366 than playing the audio file. |
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367 |
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368 .. index:: single: interfaces.py; setting REST maximum result limit |
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369 |
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370 Configuring REST Maximum Result Limit |
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371 ===================================== |
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372 |
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373 To prevent denial of service (DOS) and limit user wait time for an |
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374 unbounded request, the REST endpoint has a maximum limit on the number |
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375 of rows that can be returned. By default, this is set to 10 million. |
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376 This setting applies to all users of the REST interface. If you want |
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377 to change this limit, you can add the following code to the |
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378 ``interfaces.py`` file in your tracker:: |
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379 |
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380 # change max response rows |
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381 from roundup.rest import RestfulInstance |
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382 RestfulInstance.max_response_row_size = 26 |
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383 |
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384 This code will set the maximum number of rows to 25 (one less than the |
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385 value). Note that this setting is rarely used and is not available in |
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386 the tracker's ``config.ini`` file. Setting it through this mechanism |
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387 allows you to enter a string or number that may break Roundup, such as |
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388 "asdf" or 0. In general, it is recommended to keep the limit at its |
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389 default value. However, this option is available for cases when a |
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390 request requires more than 10 million rows and pagination using |
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391 ``@page_index`` and ``@page_size=9999999`` is not possible. |
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392 |
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393 Adding a Web Content Security Policy (CSP) |
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394 ========================================== |
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395 |
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396 A Content Security Policy (`CSP`_) adds a layer of security to |
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397 Roundup's web interface. It makes it more difficult for an |
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398 attacker to compromise Roundup. By default Roundup does not add |
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399 a CSP. If you need to implement a CSP, this section will help you |
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400 understand how to add one and document the current level of |
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401 support for CSP in Roundup. |
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402 |
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403 Roundup's web interface has remained mostly unchanged since it |
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404 was created over a decade ago. Current releases have been slowly |
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405 modernizing the HTML to improve security. There are still some |
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406 improvements that need to happen before the tightest CSP |
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407 configurations can be used. |
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408 |
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409 Writing a CSP is complex. This section just touches on how to |
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410 create and install a CSP to improve security. Some of it might |
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411 break functionality. |
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412 |
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413 There are two ways to add a CSP: |
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414 |
| 7367 | 415 1. a fixed CSP added by a server |
| 416 2. a dynamic CSP added by Roundup | |
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417 |
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418 Fixed CSP |
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419 --------- |
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420 |
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421 If you are using a web server (Apache, Nginx) to run Roundup, you can |
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422 add a ``Content-Security-Policy`` header using that server. WSGI |
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423 servers like uWSGI can also be configured to add headers. An example |
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424 header would look like:: |
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425 |
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426 Content-Security-Policy: default-src 'self' 'unsafe-inline' 'strict-dynamic'; |
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427 |
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428 One thing that may need to be included is the ``unsafe-inline``. |
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429 The default templates use ``onload``, ``onchange``, ``onsubmit``, |
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430 and ``onclick`` JavaScript handlers. Without ``unsafe-inline`` |
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431 these won't work and popup helpers will not work. Sadly the use |
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432 of ``unsafe-inline`` is a pretty big hole in this CSP. You can |
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433 set the hashes for all the JavaScript handlers in the CSP. Then |
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434 replace ``unsafe-inline`` with ``unsafe-hashes`` to help close |
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435 this hole, but has its own issues. See `remediating |
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436 unsafe-inline`_ for another way to mitigate this. |
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437 |
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438 The inclusion of ``strict-dynamic`` allows trusted JavaScript |
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439 files that are downloaded from Roundup to make changes to the web |
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440 interface. These changes are also trusted code that will be run |
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441 when invoked. |
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442 |
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443 More secure CSPs can also be created. However because of the ability |
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444 to customise the web interface, it is difficult to provide guidance. |
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445 |
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446 .. _dynamic_csp: |
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447 |
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448 Dynamic CSP |
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449 ----------- |
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450 |
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451 Roundup creates a cryptographic nonce for every client request. The |
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452 nonce is the value of the ``client.client_nonce`` property. |
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453 |
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454 By changing the templates to use the nonce, we can better secure the |
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455 Roundup instance. However the nonce has to be set in the CSP returned |
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456 by Roundup. |
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457 |
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458 One way to do this is to add a templating utility to the extensions |
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459 directory that generates the CSP on the fly. For example:: |
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460 |
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461 default_security_headers = { |
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462 'Content-Security-Policy': ( |
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463 "default-src 'self'; " |
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464 "base-uri 'self'; " |
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465 "script-src https: 'nonce-{nonce}' 'strict-dynamic'; " |
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466 "style-src 'self' 'nonce-{nonce}'; " |
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467 "img-src 'self' data:; " |
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468 "frame-ancestors 'self'; " |
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469 "object-src 'self' 'nonce-{nonce}'; " |
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470 ), |
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471 } |
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472 |
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473 |
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474 def AddHtmlHeaders(self, header_dict=None): |
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475 ''' Generate https headers from dict use default security headers |
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476 |
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477 Setting the header with a value of None will not inject the |
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478 header and can override the default set. |
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479 |
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480 Header values will be formatted with a dictionary including a |
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481 nonce. Use to set a nonce for inline scripts. |
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482 ''' |
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483 try: |
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484 if self.client.client_nonce is None: |
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485 # logger.warning("client_nonce is None") |
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486 self.client.client_nonce = self.client.session_api._gen_sid() |
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487 except AttributeError: |
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488 # self.client.client_nonce doesn't exist, create it |
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489 # logger.warning("client_nonce does not exist, creating") |
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490 self.client.client_nonce = client.session_api._gen_sid() |
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491 |
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492 headers = default_security_headers.copy() |
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493 if isinstance(header_dict, dict): |
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494 headers.update(header_dict) |
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495 |
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496 client_headers = self.client.additional_headers |
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497 |
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498 for header, value in list(headers.items()): |
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499 if value is None: |
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500 continue |
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501 client_headers[header] = value.format( |
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502 nonce=self.client.client_nonce) |
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503 |
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504 def init(instance): |
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505 # Note the use of the new (in version 2.5) registerUtilMethod |
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506 instance.registerUtilMethod('AddHtmlHeaders', AddHtmlHeaders) |
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507 |
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508 |
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509 Adding the following to ``page.html`` right after the opening |
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510 ``<html....`>`` tag:: |
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511 |
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512 <tal:code tal:content="python:utils.AddHtmlHeaders()" /> |
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513 |
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514 will invoke ``AddHtmlHeaders()`` to add the CSP header with the nonce. |
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515 |
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516 With this set of CSP headers, all style, script and object tags will |
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517 need a ``nonce`` attribute. This can be added by changing:: |
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518 |
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519 <script src="javascript.js"></script> |
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520 |
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521 to:: |
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522 |
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523 <script |
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524 tal:attributes="nonce request/client/client_nonce" |
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525 src="javascript.js"></script> |
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526 |
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527 for each script, object or style tag. |
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528 |
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529 If you are using a version of Roundup before version 2.5, you need to |
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530 replace ``instance.registerUtilMethod`` with |
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531 ``instance.registerUtil``. For example:: |
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532 |
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533 def init(instance): |
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534 # Note the use of the new (in version 2.5) registerUtilMethod |
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535 instance.registerUtil('AddHtmlHeaders', AddHtmlHeaders) |
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536 |
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537 The AddHtmlHeaders function needs to be changed so that ``self.client`` |
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538 is replaced by ``client``:: |
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539 |
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540 # replace self parameter with client |
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541 def AddHtmlHeaders(client, header_dict=None): |
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542 ''' Generate https headers from dict use default security headers |
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543 |
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544 Setting the header with a value of None will not inject the |
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545 header and can override the default set. |
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546 |
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547 Header values will be formatted with a dictionary including a |
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548 nonce. Use to set a nonce for inline scripts. |
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549 ''' |
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550 |
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551 ### Then change all references to self.client to client |
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552 |
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553 try: |
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554 if client.client_nonce is None: # note self.client -> client |
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555 # logger.warning("client_nonce is None") |
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556 client.client_nonce = self.client.session_api._gen_sid() |
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557 |
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558 ... |
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559 |
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560 Lastly the client must be passed explicitly when calling |
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561 AddHtmlHeaders. The call looks like:: |
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562 |
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563 <tal:code tal:content="python:utils.AddHtmlHeaders(request.client)" /> |
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564 |
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565 |
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566 Remediating ``unsafe-inline`` |
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567 ----------------------------- |
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568 .. _remediating unsafe-inline: |
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569 |
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570 Using a trusted script to set event handlers to replace the ``onX`` |
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571 handlers allows removal of the ``unsafe-inline`` handlers. If you |
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572 remove ``unsafe-inline`` the ``onX`` handlers will not run. However |
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573 you can use the label provided by the ``onX`` attribute to securely |
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574 enable a callback function. |
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575 |
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576 This method is a work in progress. As an example proof of concept, |
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577 adding this "decorator" script at the end of page.html:: |
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578 |
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579 <script tal:attributes="nonce request/client/client_nonce"> |
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580 /* set submit event listener on forms that have an |
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581 onsubmit (case insensitive) attribute */ |
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582 forms = document.querySelectorAll(form[onsubmit]) |
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583 for (let form of f) { |
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584 form.addEventListener('submit', |
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585 () => submit_once()); |
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586 }; |
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587 </script> |
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588 |
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589 will set callback for the submit even on any form that has an onsubmit |
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590 attribute to ``submit_once()``. ``submit_once`` is defined in Roundup's |
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591 base_javascript and is generated with a proper nonce. |
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592 |
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593 By including the nonce in the dynamic CSP, we can use our trusted |
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594 "decorator" script to add event listeners. These listeners will call |
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595 the trusted function in base_javascript to replace the ignored ``onX`` |
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596 handlers. |
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597 |
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598 .. _CSP: https://developer.mozilla.org/en-US/docs/Web/HTTP/CSP |
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599 |
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600 Classhelper Web Component |
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601 ========================= |
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602 |
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603 Version 2.4.0 provides a new classhelper popup written as a web |
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604 component. By installing 3 files and editing the tracker's templates |
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605 you can enable the new component. |
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606 |
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607 The `development of this component was done by team-03 |
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608 <https://github.com/UMB-CS-682-Team-03/tracker>`_ of the |
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609 Spring 2024 CS682 graduate software engineering SDL capstone |
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610 class at the University of Massachusetts - Boston. Their |
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611 documentation is copied/adapted below. |
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612 |
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613 File Installation |
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614 ----------------- |
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615 |
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616 There are three files to install in your tracker. You can |
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617 copy them from the template directory for the classic |
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618 tracker. The location of the template file can be obtained |
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619 by running: ``roundup-admin templates`` and looking for the |
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620 path value of the classic template. If the path value is |
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621 ``/path/to/template``, copy:: |
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622 |
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623 /path/to/template/html/classhelper.js |
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624 /path/to/template/html/classhelper.css |
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625 /path/to/template/html/_generic.translation |
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626 |
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627 to your tracker's html directory. |
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628 |
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629 Wrapping the Classic Classhelper |
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630 -------------------------------- |
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631 |
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632 To allow your users to select items in the web interface |
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633 using the new classhelper, you should edit the template files |
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634 in the ``html/`` subdirectory of your tracker. Where you see |
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635 code like:: |
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636 |
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637 <th i18n:translate="">Superseder</th> |
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638 <td> |
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639 <span tal:replace="structure |
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640 python:context.superseder.field(showid=1,size=20)" /> |
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641 <span tal:condition="context/is_edit_ok" |
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642 tal:replace="structure |
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643 python:db.issue.classhelp('id,title', |
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644 property='superseder', pagesize=100)" /> |
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645 [...] |
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646 </td> |
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647 |
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648 change it to wrap the classhelp span like this:: |
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649 |
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650 <th i18n:translate="">Superseder</th> |
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651 <td> |
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652 <span tal:replace="structure |
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653 python:context.superseder.field(showid=1,size=20)" /> |
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654 <roundup-classhelper |
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655 data-popup-title="Superseder Classhelper - {itemDesignator}" |
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656 data-search-with="title,status,keyword[]-name"> |
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657 <span tal:condition="context/is_edit_ok" |
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658 tal:replace="structure |
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659 python:db.issue.classhelp('id,title', |
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660 property='superseder', pagesize=100)" /> |
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661 </roundup-classhelper> |
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662 [...] |
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663 </td> |
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664 |
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665 which displays a three part classhelper. |
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666 |
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667 1. the search pane includes a text search box for the `title` |
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668 and `status` properties and a dropdown for the keyword property, |
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669 sorted by name in descending order. |
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670 2. the selection pane will show 100 search results per page. |
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671 It also allows the user to move to the next or previous result |
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672 page. |
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673 3. the accumulator at the bottom shows all the selected items. It |
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674 also has buttons to accept the items or cancel the |
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675 classhelper, leaving the original page unchanged. |
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676 |
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677 Note that the user class is a little different because users without |
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678 an Admin role can't search for a user by Role. So we hide the Role |
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679 search element for non admin users. Starting with:: |
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680 |
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681 <th i18n:translate="">Nosy List</th> |
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682 <td> |
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683 <span tal:replace="structure context/nosy/field" /> |
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684 <span tal:condition="context/is_edit_ok" tal:replace="structure |
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685 python:db.user.classhelp('username,realname,address', |
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686 property='nosy', width='600'" /> |
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687 </td> |
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688 |
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689 wrap the classhelp span with ``<roundup-classhelper>`` like:: |
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690 |
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691 <th i18n:translate="">Nosy List</th> |
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692 <td> |
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693 <span tal:replace="structure context/nosy/field" /> |
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694 <roundup-classhelper tal:define="search string:name,phone,roles[]" |
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695 tal:attributes="data-search-with python:search |
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696 if request.user.hasRole('Admin') else |
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697 ','.join(search.split(',')[:-1])"> |
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698 <span tal:condition="context/is_edit_ok" tal:replace="structure |
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699 python:db.user.classhelp('username,realname,address', |
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700 property='nosy', width='600'" /> |
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701 </roundup-classhelper> |
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702 </td> |
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703 |
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704 The ``','.join(search.split(',')[:-1])`` removes the last element of |
|
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705 the search string (``roles[]``) if the user does not have the Admin |
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706 role. |
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707 |
|
7981
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708 Loading the <roundup-classhelper> Script |
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709 ---------------------------------------- |
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710 |
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711 To make the ``<roundup-classhelper>`` wrappers work, you |
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712 have to load the classhelper.js script. Add the following |
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713 html script tag in the head section of page.html:: |
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714 |
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715 <script type="text/javascript" src="@@file/classhelper.js"> |
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716 </script> |
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717 |
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718 You can place it anywhere before ``</head>``. This will make |
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719 it available on all pages. |
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720 |
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721 The script will also work if it is loaded at the end of the |
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722 body. It can also be added to the ``more-javascript`` slot |
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723 in one of the templates (see ``user.item.html`` for an |
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724 example) if you don't want the overhead of loading the script |
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725 on every page. |
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726 |
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727 You may want to minimize and precompress the file. Using |
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728 dynamic compression, the file is 10k when compressed with |
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729 gzip (8k with brotli). If you minimize the file first with |
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730 `rjsmin <https://pypi.org/project/rjsmin/>`_ and then |
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731 compress it, it's about 6k. See the information about using |
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732 precompressed files in the :ref:`section on compression |
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733 <configuring-compression>`. |
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734 |
|
7971
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735 <roundup-classhelper> configuration |
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736 ----------------------------------- |
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737 |
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738 There are two attributes used to configure the classhelper. |
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739 |
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740 data-popup-title: |
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741 * this attribute is optional. A reasonable default is |
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742 provided if it is missing. |
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743 * Adding ``data-popup-title`` changes the title of the popup |
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744 window with the value of the attribute. |
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745 * ``{itemDesignator}`` can be used inside the attribute value |
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746 to replace it with the current classhelper usage context. |
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747 E.G. ``data-popup-title="Nosy List Classhelper - {itemDesignator}"`` |
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748 will display the popup window title as ``Nosy List Classhelper - issue24`` |
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749 |
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750 data-search-with: |
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751 * this attribute is optional. If it is not set, a search |
| 7975 | 752 panel is not created to allow the user to search within |
| 753 the class. | |
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754 * Adding ``data-search-with`` specifies the fields that can |
| 7976 | 755 be used for searching. For example when invoking the |
| 756 classhelper for the issue class, using | |
| 757 ``data-search-with="title,status,keyword"`` wil enable | |
| 758 three search fields. | |
|
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759 * The search can be customized using the following syntax: |
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760 |
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761 * Adding ``[]`` at then end of a field (``"status[]"``) |
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762 will displays a dropdown for the "status" field |
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763 listing all the values the user can access. E.G.:: |
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764 |
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765 <roundup-classhelper |
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766 data-search-with="title,status[],keyword[]"> |
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767 <span tal:condition="context/is_edit_ok" |
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768 tal:replace="structure |
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769 python:db.issue.classhelp('id,title', |
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770 property='superseder', pagesize=100)" /> |
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771 </roundup-classhelper> |
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772 |
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773 will create a search pane with a text search for title |
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774 and dropdowns for status and keyword. |
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775 |
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776 * Adding a sort key after the ``[]`` allows you to |
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777 select the order of the elements in the dropdown. For |
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778 example ``keyword[]+name`` sorts the keyword |
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779 dropdown in ascending order by name. While |
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780 ``keyword[]-name`` sorts the keyword dropdown in |
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781 descending order by name. If the sort order is not |
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782 specified, the default order for the class is used. |
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783 |
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784 <roundup-classhelper> styling |
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785 ----------------------------- |
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786 |
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787 The roundup-classhelper component uses minimal styling so it |
|
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788 can blend in with most trackers. If you want to change the |
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789 styling, you can modify the classhelper.css file in the html |
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790 directory. Even though roundup-classhelper is a web |
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791 component, it doesn't use the shadow DOM. If you don't know |
|
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792 what this means, it just means that it's easy to style. |
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793 |
|
7977
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794 Getting the web component to load changes to the css file is |
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795 a bit tricky. The browser caches the old file and you have |
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796 to resort to tricks to make it get a new copy of the file. |
|
7971
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797 |
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798 One way to do this is to open to the ``classhelper.css`` |
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799 file in your browser and force refresh it. To do this: |
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800 |
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801 1. Open the home page for your Roundup issue tracker in a |
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802 web browser. |
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803 |
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804 2. In the address bar, append ``@@file/classhelper.css`` |
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805 to the end of your Roundup URL. For example, if your |
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806 Roundup URL is ``https://example.com/tracker/``, the |
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807 URL you should visit would be |
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808 ``https://example.com/tracker/@@file/classhelper.css``. |
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809 |
| 8015 | 810 3. This will open the ``classhelper.css`` file in your browser. |
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811 |
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812 4. Press ``Ctrl+Shift+R`` (on Windows and Linux) or |
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813 ``Cmd+Shift+R`` (on macOS). This triggers a hard |
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814 refresh of the page, which forces the browser to |
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815 reload the file and associated resources from the |
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816 server. |
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817 |
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818 This should resolve any issues caused by cached or outdated |
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819 files. It is possible that you have to open devtools and set |
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820 the disable cache option in the network panel in extreme |
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821 cases. |
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822 |
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823 Also during development, you might want to `set a very low |
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824 cache time |
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825 <customizing.html#changing-cache-control-headers>`_ for |
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826 classhelper.css using something like:: |
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827 |
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828 Client.Cache_Control['classhelper.css'] = "public, max-age=10" |
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829 |
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830 |
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831 Translations |
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832 ------------ |
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833 |
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834 To set up translations for the <roundup-classhelper> |
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835 component, follow these steps. |
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836 |
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837 1. Create a ``messages.pot`` file by running |
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838 ``roundup-gettext <tracker_home_directory>``. This |
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839 creates ``locale/messages.pot`` in your tracker's home |
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840 directory. It extracts all translatable strings from |
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841 your tracker. We will use it as a base template for the |
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842 new strings you want to translate. |
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843 2. See if you already have a ``.po`` translation file for |
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844 your language in the tracker's locale/ directory. If you |
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845 don't, copy ``messages.pot`` to a .po file for the |
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846 language you want to translate. For example German |
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847 would be at ``de.po`` English would be at ``en.po`` |
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848 (for example if you want to change the ``apply`` button |
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849 to say ``Do It``. |
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850 |
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851 3. Edit the new .po file. After the header, add the |
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852 translation entries for the <roundup-classhelper> |
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853 component. For example `next` and `submit` are |
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854 displayed in English when the rest of the interface is |
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855 in German. Add:: |
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856 |
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857 msgid "submit" |
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858 msgstr "gehen" |
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859 |
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860 msgid "next" |
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861 msgstr "nächste" |
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862 |
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863 msgid "name" |
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864 msgstr "name" |
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865 |
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866 Note: the value for `msgid` is case sensitive. You can |
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867 see the msgid for static strings by looking for |
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868 ``CLASSHELPER_TRANSLATION_KEYWORDS`` in classhelper.js. |
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869 |
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870 4. Save the .po file. |
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871 |
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872 5. Restart your Roundup instance. |
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873 |
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874 This should display the missing translations, for more |
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875 details refer to the `translation (i18n) section of the |
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876 developers documentation |
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877 <developers.html#extracting-translatable-messages>`_. |
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878 |
|
7974
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879 The default title used for read only popups can be changed by using |
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880 the translation mechanism. Use the following:: |
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881 |
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882 msgid "Info on {className} - {itemDesignator} - Classhelper" |
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883 msgstr "{itemDesignator} - info on {className}" |
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884 |
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885 in ``en.po`` to reformat the title for the English language. Note that |
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886 ``{classname}`` is only supported in the default title. |
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887 |
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888 In addition to the default template you can translate a title set |
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889 using ``data-popup-title`` by matching the template as the msgid. |
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890 Using an example above:: |
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891 |
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892 msgid "Nosy List Classhelper - {itemDesignator}" |
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893 msgstr "Nosy List Klassenhelfer - {itemDesignator}" |
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894 |
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895 placed in ``de.po`` will translate the title into German. |
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896 |
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897 Troubleshooting |
|
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898 --------------- |
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899 |
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900 The roundup-classhelper will fallback to using the classic |
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901 classhelper if: |
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902 |
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903 * the user doesn't have REST access |
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904 * the browser doesn't support web components |
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905 |
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906 It will display an alert modal dialog to the user before triggering |
|
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907 the classic classhelper as a fallback. A detailed error will be |
|
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908 printed to the browser console. The console is visible in devtools and |
|
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|
909 can be opened by pressing the ``F12`` key. |
|
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910 |
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911 You can disable the classhelper on a per URL basis by adding |
|
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912 ``#classhelper-wc-toggle`` to the end of the URL. This will prevent |
|
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913 the web component from starting up. |
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914 |
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915 Also you can set ``DISABLE_CLASSHELP = true`` at the top of |
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916 classhelper.js to disable the classhelper without having to make any |
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917 changes to your templates. |
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918 |
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919 Advanced Configuration |
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920 ---------------------- |
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921 |
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922 The classhelper.js file has a few tweakable options for use |
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923 by advanced users. The endpoint for the roles list requires |
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924 the user to have Admin rights. You can add your own roles |
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925 endpoint with a different authorization mechanism. The |
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926 following code can be added to your tracker's interfaces.py. |
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927 You can create this file if it doesn't exist. This code |
| 7979 | 928 creates a new REST endpoint at ``/rest/roles``:: |
|
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929 |
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930 from roundup.rest import Routing, RestfulInstance, _data_decorator |
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931 |
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932 class RestfulInstance: |
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933 |
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934 @Routing.route("/roles", 'GET') |
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935 @_data_decorator |
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936 def get_roles(self, input): |
|
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937 """Return all defined roles. The User class property |
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938 roles is a string but simulate it as a MultiLink |
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939 to an actual Roles class. |
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940 """ |
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941 return 200, {"collection": |
|
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942 [{"id": rolename,"name": rolename} |
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943 for rolename in list(self.db.security.role.keys())]} |
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944 |
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945 |
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|
946 See the `REST documentation <rest.html>`_ for details on |
|
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|
947 using ``interfaces.py`` to add new REST endpoints. |
|
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948 |
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949 The code above allows any user with REST access to see all |
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950 the roles defined in the tracker. |
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951 |
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952 To make classhelper.js use this new endpoint, look for:: |
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953 |
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|
954 |
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955 const ALTERNATIVE_DROPDOWN_PATHNAMES = { |
|
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956 "roles": "/rest/data/user/roles" |
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957 } |
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958 |
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959 and change it to:: |
|
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960 |
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|
961 const ALTERNATIVE_DROPDOWN_PATHNAMES = { |
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962 "roles": "/rest/roles" |
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963 } |
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964 |
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965 Users may have to perform a hard reload to cache this change |
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966 on their system. |
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967 |
|
6604
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968 Configuring native-fts Full Text Search |
|
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969 ======================================= |
|
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970 |
| 6612 | 971 Roundup release 2.2.0 supports database-native full text search. |
|
6604
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972 SQLite (minimum version 3.9.0) with FTS5 and PostgreSQL (minimum |
|
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973 version 11.0) with websearch_to_tsvector are supported. |
|
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974 |
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975 To enable this method, change the ``indexer`` setting in the tracker's |
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976 config.ini to ``native-fts``. Then reindex using ``roundup-admin -i |
|
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977 tracker_home reindex``. The amount of time it takes to reindex |
|
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978 depends on the amount of data in your tracker, the speed of your |
|
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979 disks, etc. It can take hours. |
|
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980 |
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981 SQLite details |
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982 -------------- |
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983 |
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984 The SQLite native-fts changes the full text search query a little bit. |
|
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985 For the other search methods, the search terms are split on white |
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986 space and each item in the index: a field (e.g. title), message |
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987 content and file content is searched for all the terms. If any term is |
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988 missing that item is ignored. Once the items are found they are mapped |
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989 to an issue and the normal issue index is displayed. |
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990 |
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991 When using FTS5, the search terms can use the full text search query |
|
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992 language described at: |
|
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993 https://www.sqlite.org/fts5.html#full_text_query_syntax. This |
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994 supports: |
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995 |
| 7593 | 996 * plain word search (joined by 'and', similar to other search methods) |
| 7367 | 997 * phrase search with terms enclosed in quotes (``"``) |
| 998 * proximity search with varying distances using ``NEAR()`` | |
| 999 * boolean operations by grouping with parentheses and using ``AND`` | |
| 1000 and ``OR`` | |
| 1001 * exclusion using ``NOT`` | |
| 1002 * prefix searching by prefixing the term with``^`` | |
|
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1003 |
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1004 All of the data that is indexed is in a single column, so when column |
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1005 specifiers are used they usually result in an error which is detected |
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1006 and an enhanced error message is produced. |
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1007 |
|
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1008 Unlike the native, xapian and whoosh indexers there is no |
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1009 limit to the length of terms that are indexed. Also |
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1010 stopwords are indexed but ignored when searching if they are |
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1011 the only word in the search. So a search for "the" will |
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1012 return no results but "the book" will return |
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1013 results. Pre-filtering the stopwords when indexing would |
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1014 break proximity and phrase searching. This may be helpful or |
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1015 problematic for your particular tracker. |
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1016 |
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1017 To support the most languages available, the unicode61 tokenizer is |
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1018 used without porter stemming. Using the ``indexer_language`` setting |
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1019 to enable stemming for ``english`` is not available in this |
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1020 implementation. Also ranking information is not used in this |
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1021 implementation. These are areas for improvement. |
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1022 |
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1023 PostgreSQL info |
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1024 --------------- |
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1025 |
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1026 The PostgreSQL native-fts changes the full text search query a little |
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1027 bit. When using PostgreSQL full text search, two different query |
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1028 languages are supported. |
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1029 |
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1030 1. websearch - described at the end of |
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1031 `Parsing Queries`_ under websearch_to_tsquery. This is the default. |
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1032 |
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1033 2. tsquery - described at the beginning of `Parsing Queries`_ with |
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1034 to_tsquery. It is enabled by starting the search phrase with ``ts:``. |
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1035 |
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1036 .. _Parsing Queries: |
|
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1037 https://www.postgresql.org/docs/current/textsearch-controls.html#TEXTSEARCH-PARSING-QUERIES |
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1038 |
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1039 Websearch provides a more natural style of search and supports: |
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1040 |
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1041 * plain word search (stemmed in most cases) |
|
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1042 * phrase search with terms enclosed in quotes (``"``) |
|
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1043 * exclusion by prefixing a term/phrase with ``-`` |
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1044 * alternative/or searching with ``or`` between terms |
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1045 * ignores non-word characters including punctuation |
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1046 |
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1047 Tsquery supports: |
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1048 |
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1049 * a strict query syntax |
|
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1050 * plain word search |
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1051 * phrase search with the ``<->`` operator or enclosing the phrase in |
|
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1052 ``'`` single quotes (note this will use a stemmer on the terms |
|
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1053 in the phrase). |
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1054 * proximity search with varying distances using ``<N>`` |
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1055 * boolean operations by grouping with parentheses and using ``&`` |
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1056 and ``|`` |
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1057 * exclusion using ``!`` |
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1058 * prefix searching using ``:*`` at the end of the prefix |
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1059 |
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1060 All of the data that is indexed is in a single column and input |
|
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1061 weighing is not used. |
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1062 |
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1063 Depending on the FTS configuration (determined by the |
|
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1064 ``indexer_language`` setting), stopwords are supported. PostgreSQL |
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1065 takes the stopwords into account when calculating the data needed for |
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1066 proximity/near searches. Like SQLite FTS, there is no limit to the |
|
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1067 length of terms that are indexed. Again this may be helpful or |
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1068 problematic for your particular tracker. |
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1069 |
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1070 The config.ini ``indexer_language`` setting is used to define the |
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1071 configuration used for indexing. For example with the default |
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1072 ``english`` setting a snowball stemmer (english_stem) is used. So |
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1073 words like 'drive' and 'driving' and 'drive-in' will all match a |
|
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1074 search for 'drive' but will not match 'driver'. |
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1075 |
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1076 The indexer_language is used as the configuration name for every call |
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1077 to the text search functions (to_tsvector, to_tsquery). Changing this |
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1078 requires reindexing. |
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1079 |
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1080 The `configuration list can be obtained using using psql's`_ |
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1081 ``\dF`` command. |
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1082 |
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1083 .. _configuration list can be obtained using using psql's: |
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1084 https://www.postgresql.org/docs/current/textsearch-psql.html |
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1085 |
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1086 Roundup includes a hardcoded list for all languages supported by |
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1087 PostgreSQL 14.1. The list includes 5 custom "languages" |
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1088 ``custom1`` ... ``custom5`` to allow you to set up your `own textsearch |
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1089 configuration`_ using one of the custom names. Depending on your |
|
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1090 PostgreSQL version, we may allow an invalid language to be configured. |
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1091 You will see an error about ``text search configuration ... does not |
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1092 exist``. |
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1093 |
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1094 .. _own textsearch configuration: |
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1095 https://www.postgresql.org/docs/current/textsearch-configuration.html |
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1096 |
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1097 It may be possible to append to this list using the tracker's |
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1098 interfaces.py. For details, see ``test/test_indexer.py`` in the |
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1099 roundup distribution and search for ``valid_langs``. If you succeed |
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1100 please email roundup-users AT lists.sourceforge.net with a description |
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1101 of your success. |
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1102 |
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1103 After changing the configuration language, you must reindex the |
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1104 tracker since the index must match the configuration language used for |
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1105 querying. |
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1106 |
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1107 Also there are various `dictionaries`_ that allow you to: |
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1108 |
| 7367 | 1109 * add stopwords |
| 1110 * override stemming for a term | |
| 1111 * add synonyms (e.g. a search for "pg" can also match 'psql' | |
| 1112 "postgresql") | |
| 1113 * add terms that expand/contract the search space (Thesaurus | |
| 1114 dictionary) | |
| 1115 * additional transforms | |
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1116 |
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1117 .. _dictionaries: https://www.postgresql.org/docs/14/textsearch-dictionaries.html |
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1118 |
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1119 Use of these is beyond this documentation. Please visit the |
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1120 appropriate PostgreSQL documents. The following my also be helpful: |
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1121 |
|
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1122 * https://rachbelaid.com/postgres-full-text-search-is-good-enough/ |
|
6604
0d99ae7c8de6
Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
1123 |
|
0d99ae7c8de6
Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
1124 Ranking information is not used in this implementation. Also stop |
|
0d99ae7c8de6
Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents:
6586
diff
changeset
|
1125 words set in config.ini are ignored. These are areas for improvement. |
|
0d99ae7c8de6
Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents:
6586
diff
changeset
|
1126 |
|
0d99ae7c8de6
Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents:
6586
diff
changeset
|
1127 Cleaning up old native indexes |
|
0d99ae7c8de6
Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents:
6586
diff
changeset
|
1128 ------------------------------ |
|
0d99ae7c8de6
Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
1129 |
|
0d99ae7c8de6
Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents:
6586
diff
changeset
|
1130 If you are happy with the database fts indexing, you can save some space by |
|
0d99ae7c8de6
Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents:
6586
diff
changeset
|
1131 removing the data from the native text indexing tables. This requires |
|
0d99ae7c8de6
Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents:
6586
diff
changeset
|
1132 using the ``sqlite3`` or ``psql`` commands to execute SQL to delete the |
|
0d99ae7c8de6
Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents:
6586
diff
changeset
|
1133 rows in the ``__textids`` and ``__words`` tables. You can do this with |
|
0d99ae7c8de6
Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
1134 the following SQL commands:: |
|
0d99ae7c8de6
Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
1135 |
|
0d99ae7c8de6
Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents:
6586
diff
changeset
|
1136 delete from __words; |
|
0d99ae7c8de6
Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents:
6586
diff
changeset
|
1137 delete from __textids; |
|
0d99ae7c8de6
Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents:
6586
diff
changeset
|
1138 |
|
6814
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
1139 Note this deletes data from the tables and does *not* delete |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1140 the table. This allows you to revert to Roundup's native |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1141 full text indexing on SQLite or Postgres. If you were to |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1142 delete the tables, Roundup will not recreate the |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1143 tables. Under PostgreSQL, you can use the ``truncate |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1144 <tablename>`` command if you wish. |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
1145 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1146 Configuring Session Databases |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1147 ============================= |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
1148 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1149 The session and OTK (one time key) databases |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1150 store information about the operation of Roundup. |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1151 This ephemeral data: |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1152 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1153 * web login session keys, |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1154 * CSRF tokens, |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1155 * email password recovery one time keys, |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1156 * rate limiting data, |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1157 * ... |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1158 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1159 can be a performance bottleneck. It usually happens with |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1160 anydbm or SQLite backends. PostgreSQL and MySQL are |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1161 sufficiently powerful that they can handle the higher |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1162 transaction rates. |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1163 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1164 If you are using sqlite, you can choose to use the anydbm |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1165 database for session data. By default it will use additional |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1166 sqlite databases for storing the session and otk data. |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1167 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1168 The following table shows which primary databases support |
|
7381
2884ff18c944
Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
7367
diff
changeset
|
1169 different session database backends: |
|
6814
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1170 |
|
7886
2946354d6ccd
doc: replace X by + to indicate compatible options.
John Rouillard <rouilj@ieee.org>
parents:
7853
diff
changeset
|
1171 .. table:: D - default if unconfigured, + - compatible choice |
|
7381
2884ff18c944
Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
7367
diff
changeset
|
1172 :class: captionbelow |
|
6814
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1173 |
|
7381
2884ff18c944
Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
7367
diff
changeset
|
1174 +---------------+--------+--------+-------+-------+------------+ |
|
2884ff18c944
Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
7367
diff
changeset
|
1175 | | session db | |
|
2884ff18c944
Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
7367
diff
changeset
|
1176 +---------------+--------+--------+-------+-------+------------+ |
|
2884ff18c944
Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
7367
diff
changeset
|
1177 |primary db | anydbm | sqlite | redis | mysql | postgresql | |
|
2884ff18c944
Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
7367
diff
changeset
|
1178 +===============+========+========+=======+=======+============+ |
|
8016
098ceff38349
docs: escape + in table, prevent it from starting an unordered list
John Rouillard <rouilj@ieee.org>
parents:
8015
diff
changeset
|
1179 |anydbm | D | | \+ | | | |
|
7381
2884ff18c944
Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
7367
diff
changeset
|
1180 +---------------+--------+--------+-------+-------+------------+ |
|
8016
098ceff38349
docs: escape + in table, prevent it from starting an unordered list
John Rouillard <rouilj@ieee.org>
parents:
8015
diff
changeset
|
1181 |sqlite | \+ | D | \+ | | | |
|
7381
2884ff18c944
Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
7367
diff
changeset
|
1182 +---------------+--------+--------+-------+-------+------------+ |
|
2884ff18c944
Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
7367
diff
changeset
|
1183 |mysql | | | | D | | |
|
2884ff18c944
Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
7367
diff
changeset
|
1184 +---------------+--------+--------+-------+-------+------------+ |
|
2884ff18c944
Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
7367
diff
changeset
|
1185 |postgresql | | | | | D | |
|
2884ff18c944
Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
7367
diff
changeset
|
1186 +---------------+--------+--------+-------+-------+------------+ |
|
6814
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1187 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1188 The ``backend`` setting is in the tracker's ``config.ini`` |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1189 file under the ``sessiondb`` section. |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1190 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1191 Using Redis for Session Databases |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1192 --------------------------------- |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1193 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1194 Redis is an in memory key/value data structure store. |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1195 |
|
6819
1319ab13f286
redis works with python 2.7 too.
John Rouillard <rouilj@ieee.org>
parents:
6814
diff
changeset
|
1196 You need to install the redis-py_ module from pypi. Then |
|
1319ab13f286
redis works with python 2.7 too.
John Rouillard <rouilj@ieee.org>
parents:
6814
diff
changeset
|
1197 install Redis using your package manager or by downloading |
|
1319ab13f286
redis works with python 2.7 too.
John Rouillard <rouilj@ieee.org>
parents:
6814
diff
changeset
|
1198 it from the Redis_ website. |
|
6814
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1199 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1200 You need to secure your redis instance. The data that |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1201 Roundup stores includes session cookies and other |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1202 authentication tokens. At minimum you should require a |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1203 password to connect to your redis database. Set |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1204 ``requirepass`` in ``redis.conf``. Then change the |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1205 ``redis_url`` in ``config.ini`` to use the password. |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1206 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1207 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1208 For example:: |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1209 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1210 redis://:mypassword@localhost:7200/10 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1211 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1212 will connect to the redis instance running on localhost at |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1213 port 7200 using the password ``mypassword`` to open database |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1214 10. The ``redis_url`` setting can load a file to better |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1215 secure the url. If you are using redis 6.0 or newer, you can |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1216 specify a username/password and access control lists to |
|
7238
98d7936d97a3
Add section on configuring Content Security Policy (CSP)
John Rouillard <rouilj@ieee.org>
parents:
7093
diff
changeset
|
1217 improve the security of your data. Another good alternative |
|
6814
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1218 is to talk to redis using a Unix domain socket. |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1219 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1220 If you are connecting to redis across the network rather |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1221 than on localhost, you should configure ssl/tls and use the |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1222 ``rediss`` scheme in the url along with the query |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1223 parameters:: |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1224 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1225 ssl_cert_reqs=required&ssl_ca_certs=/path/to/custom/ca-cert |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
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diff
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|
1226 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1227 where you specify the file that can be used to validate the |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1228 SSL certificate. `Securing Redis`_ has more details. |
|
3f60a71b0812
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John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1229 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
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diff
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|
1230 .. _Redis: https://redis.io |
|
3f60a71b0812
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John Rouillard <rouilj@ieee.org>
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diff
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|
1231 .. _redis-py: https://pypi.org/project/redis/ |
|
8055
335b8a40e355
docs: update link to redis.io security doc.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
1232 .. _Securing Redis: https://redis.io/docs/latest/operate/oss_and_stack/management/security/ |
|
6814
3f60a71b0812
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John Rouillard <rouilj@ieee.org>
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diff
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|
1233 |
|
6458
8f1b91756457
issue2551147 - Enable compression of http responses in roundup.
John Rouillard <rouilj@ieee.org>
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|
1234 |
|
2003
a291bf753037
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Richard Jones <richard@users.sourceforge.net>
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diff
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|
1235 Users and Security |
|
a291bf753037
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parents:
diff
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|
1236 ================== |
|
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
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|
1237 |
|
a291bf753037
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
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|
1238 Roundup holds its own user database which primarily contains a username, |
|
a291bf753037
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
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|
1239 password and email address for the user. Roundup *must* have its own user |
|
a291bf753037
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
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|
1240 listing, in order to maintain internal consistency of its data. It is a |
|
a291bf753037
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1241 relatively simple exercise to update this listing on a regular basis, or on |
|
4891
ad3d628e73f2
docs: Link custom authentication examples in admin guide
anatoly techtonik <techtonik@gmail.com>
parents:
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diff
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|
1242 demand, so that it matches an external listing (eg. |
|
ad3d628e73f2
docs: Link custom authentication examples in admin guide
anatoly techtonik <techtonik@gmail.com>
parents:
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diff
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|
1243 :ref:`unix passwd file<external-authentication>`, |
|
6265
b2eb59ada444
Replace http:....roundup-tracker.org with https. Also fix wiki links.
John Rouillard <rouilj@ieee.org>
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diff
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|
1244 `LDAP <https://wiki.roundup-tracker.org/LDAPLogin>`_, etc.) |
|
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|
1245 |
|
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parents:
diff
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|
1246 Roundup identifies users in a number of ways: |
|
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parents:
diff
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|
1247 |
|
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
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|
1248 1. Through the web, users may be identified by either HTTP Basic |
|
a291bf753037
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1249 Authentication or cookie authentication. If you are running the web |
|
a291bf753037
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parents:
diff
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|
1250 server (roundup-server) through another HTTP server (eg. apache or IIS) |
|
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
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|
1251 then that server may require HTTP Basic Authentication, and it will pass |
|
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|
1252 the ``REMOTE_USER`` variable (or variable defined using |
|
1f2f7c0b8968
issue2550837 - New option for web auth (also http header passing)
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|
1253 http_auth_header) through to Roundup. If this variable is not |
|
2003
a291bf753037
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
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|
1254 present, then Roundup defaults to using its own cookie-based login |
|
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
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|
1255 mechanism. |
|
a291bf753037
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parents:
diff
changeset
|
1256 2. In email messages handled by roundup-mailgw, users are identified by the |
|
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parents:
diff
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|
1257 From address in the message. |
|
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diff
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|
1258 |
|
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parents:
diff
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|
1259 In both cases, Roundup's behaviour when dealing with unknown users is |
|
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1260 controlled by Permissions defined in the "SECURITY SETTINGS" section of the |
|
2983
9614a101b68f
Stuff from the train ride this morning:
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parents:
2921
diff
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|
1261 tracker's ``schema.py`` module: |
|
2003
a291bf753037
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Richard Jones <richard@users.sourceforge.net>
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diff
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|
1262 |
|
6751
2f7b653b7d6f
Replace old Web Registration/Email Registration with modern equiv.
John Rouillard <rouilj@ieee.org>
parents:
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diff
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|
1263 Web Access and Register |
|
2003
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parents:
diff
changeset
|
1264 If granted to the Anonymous Role, then anonymous users will be able to |
|
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
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|
1265 register through the web. |
|
6751
2f7b653b7d6f
Replace old Web Registration/Email Registration with modern equiv.
John Rouillard <rouilj@ieee.org>
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|
1266 Email Access and Register |
|
2003
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1267 If granted to the Anonymous Role, then email messages from unknown users |
|
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1268 will result in those users being registered with the tracker. |
|
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diff
changeset
|
1269 |
|
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parents:
diff
changeset
|
1270 More information about how to customise your tracker's security settings |
|
7354
692242b3effd
initial pass to change references to reference doc where needed.
John Rouillard <rouilj@ieee.org>
parents:
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diff
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|
1271 may be found in the `reference documentation`_. |
|
2003
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diff
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|
1272 |
|
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|
1273 Configuring Authentication Header/Variable |
|
1f2f7c0b8968
issue2550837 - New option for web auth (also http header passing)
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|
1274 ------------------------------------------ |
|
1f2f7c0b8968
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|
1275 |
|
7238
98d7936d97a3
Add section on configuring Content Security Policy (CSP)
John Rouillard <rouilj@ieee.org>
parents:
7093
diff
changeset
|
1276 The front end server running Roundup can perform the user |
|
6436
1f2f7c0b8968
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parents:
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|
1277 authentication. It pass the authenticated username to the backend in a |
|
1f2f7c0b8968
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diff
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|
1278 variable. By default roundup looks for the ``REMOTE_USER`` variable |
|
1f2f7c0b8968
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|
1279 This can be changed by setting the parameter ``http_auth_header`` in the |
|
1f2f7c0b8968
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|
1280 ``[web]`` section of the tracker's ``config.ini`` file. If the value |
|
1f2f7c0b8968
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parents:
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diff
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|
1281 is unset (the default) the REMOTE_USER variable is used. |
|
1f2f7c0b8968
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John Rouillard <rouilj@ieee.org>
parents:
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|
1282 |
|
1f2f7c0b8968
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
1283 If you are running roundup using ``roundup-server`` behind a proxy |
|
1f2f7c0b8968
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John Rouillard <rouilj@ieee.org>
parents:
6344
diff
changeset
|
1284 that authenticates the user you need to configure ``roundup-server`` to |
|
1f2f7c0b8968
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John Rouillard <rouilj@ieee.org>
parents:
6344
diff
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|
1285 pass the proper header to the tracker. By default ``roundup-server`` |
|
1f2f7c0b8968
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
1286 looks for the ``REMOTE_USER`` header for the authenticated user. You |
|
1f2f7c0b8968
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
1287 can copy an arbitrary header variable to the tracker using the ``-I`` |
|
1f2f7c0b8968
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John Rouillard <rouilj@ieee.org>
parents:
6344
diff
changeset
|
1288 option to roundup-server (or the equivalent option in the |
|
1f2f7c0b8968
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parents:
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|
1289 roundup-server config file). |
|
1f2f7c0b8968
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parents:
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|
1290 |
|
1f2f7c0b8968
issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents:
6344
diff
changeset
|
1291 For example to use the ``uid_variable`` header, two configuration |
|
1f2f7c0b8968
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
1292 changes are needed: First configure ``roundup-server`` to pass the |
|
1f2f7c0b8968
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John Rouillard <rouilj@ieee.org>
parents:
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|
1293 header to the tracker using:: |
|
1f2f7c0b8968
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John Rouillard <rouilj@ieee.org>
parents:
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|
1294 |
|
1f2f7c0b8968
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John Rouillard <rouilj@ieee.org>
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changeset
|
1295 roundup-server -I uid_variable .... |
|
1f2f7c0b8968
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parents:
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|
1296 |
|
1f2f7c0b8968
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|
1297 note that the header is passed exactly as supplied by the upstream |
|
1f2f7c0b8968
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|
1298 server. It is **not** prefixed with ``HTTP_`` like other headers since |
|
7615
60fc16b6a1cc
doc: remove whitelist replace with allowing
John Rouillard <rouilj@ieee.org>
parents:
7594
diff
changeset
|
1299 you are explicitly allowing the header. Multiple comma separated |
|
6436
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|
1300 headers can be passed to the ``-I`` option. These could be used in a |
|
1f2f7c0b8968
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6344
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|
1301 detector or other tracker extensions, but only one header can be used |
|
1f2f7c0b8968
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|
1302 by the tracker as an authentication header. |
|
1f2f7c0b8968
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|
1303 |
| 7594 | 1304 To make the tracker honor the new variable, change the tracker's |
|
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|
1305 ``config.ini`` to read:: |
|
1f2f7c0b8968
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|
1306 |
|
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|
1307 [web] |
|
1f2f7c0b8968
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|
1308 ... |
|
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|
1309 http_auth_header = uid_variable |
|
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|
1310 |
|
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|
1311 At the time this is written, support is experimental. If you use it |
|
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|
1312 you should notify the roundup maintainers using the roundup-users |
|
1f2f7c0b8968
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|
1313 mailing list. |
|
2572
d15b71b8a85a
more logging goodness
Richard Jones <richard@users.sourceforge.net>
parents:
2479
diff
changeset
|
1314 |
|
7306
1aad478fc03f
Add section on Securing Secrets
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|
1315 |
|
1aad478fc03f
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|
1316 Securing Secrets |
|
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|
1317 ================ |
|
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|
1318 |
|
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7279
diff
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|
1319 Roundup can read secrets from a file that is referenced from any |
|
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|
1320 of the config.ini files. If you use Docker, you can bind mount |
|
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|
1321 the files from a secure location, or store them in a subdirectory |
|
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Add section on Securing Secrets
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|
1322 of the tracker home. |
|
1aad478fc03f
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|
1323 |
|
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|
1324 You can also use a secrets management tool like Docker Swarm's |
|
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|
1325 secrets management. This example config.ini configuration gets |
|
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|
1326 the database password from a file populated by Swarm secrets:: |
|
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|
1327 |
|
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|
1328 [rdbms] |
|
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|
1329 # Database user password. |
|
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|
1330 # A string that starts with 'file://' is interpreted as a file |
|
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|
1331 # path relative to the tracker home. Using 'file:///' defines |
|
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|
1332 # an absolute path. The first line of the file will be used as |
|
1aad478fc03f
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|
1333 # the value. Any string that does not start with 'file://' is |
|
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|
1334 # used as is. It removes any whitespace at the end of the |
|
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|
1335 # line, so a newline can be put in the file. |
|
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|
1336 # |
|
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|
1337 # Default: roundup |
|
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changeset
|
1338 password = file:///run/secrets/db_password |
|
1aad478fc03f
Add section on Securing Secrets
John Rouillard <rouilj@ieee.org>
parents:
7279
diff
changeset
|
1339 |
|
1aad478fc03f
Add section on Securing Secrets
John Rouillard <rouilj@ieee.org>
parents:
7279
diff
changeset
|
1340 assuming that Docker Swarm secrets has the key ``db_password`` |
|
1aad478fc03f
Add section on Securing Secrets
John Rouillard <rouilj@ieee.org>
parents:
7279
diff
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|
1341 and the ``--secret db_password`` option is used when starting the |
|
1aad478fc03f
Add section on Securing Secrets
John Rouillard <rouilj@ieee.org>
parents:
7279
diff
changeset
|
1342 Roundup service. |
|
1aad478fc03f
Add section on Securing Secrets
John Rouillard <rouilj@ieee.org>
parents:
7279
diff
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|
1343 |
|
1aad478fc03f
Add section on Securing Secrets
John Rouillard <rouilj@ieee.org>
parents:
7279
diff
changeset
|
1344 Because environment variables can be inadvertently exposed in |
|
1aad478fc03f
Add section on Securing Secrets
John Rouillard <rouilj@ieee.org>
parents:
7279
diff
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|
1345 logs or process listings, Roundup does not currently support |
|
1aad478fc03f
Add section on Securing Secrets
John Rouillard <rouilj@ieee.org>
parents:
7279
diff
changeset
|
1346 loading secrets from environment variables. |
|
1aad478fc03f
Add section on Securing Secrets
John Rouillard <rouilj@ieee.org>
parents:
7279
diff
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|
1347 |
|
2003
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1348 Tasks |
|
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parents:
diff
changeset
|
1349 ===== |
|
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parents:
diff
changeset
|
1350 |
|
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parents:
diff
changeset
|
1351 Maintenance of Roundup can involve one of the following: |
|
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1352 |
|
3780
158e31bbf86a
recent patch had lines longer than 80 chars - rewrap; trim trailing spaces
Alexander Smishlajev <a1s@users.sourceforge.net>
parents:
3779
diff
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|
1353 1. `tracker backup`_ |
|
2003
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parents:
diff
changeset
|
1354 2. `software upgrade`_ |
|
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1355 3. `migrating backends`_ |
|
2005
fc52d57c6c3e
documentation cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
2003
diff
changeset
|
1356 4. `moving a tracker`_ |
| 3250 | 1357 5. `migrating from other software`_ |
|
3341
df693c0aaba9
more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents:
3282
diff
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|
1358 6. `adding a user from the command-line`_ |
|
2003
a291bf753037
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|
1359 |
|
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diff
changeset
|
1360 |
|
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parents:
diff
changeset
|
1361 Tracker Backup |
|
a291bf753037
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parents:
diff
changeset
|
1362 -------------- |
|
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parents:
diff
changeset
|
1363 |
|
3959
f764931f2c67
more words about backing up
Richard Jones <richard@users.sourceforge.net>
parents:
3883
diff
changeset
|
1364 The roundup-admin import and export commands are **not** recommended for |
|
f764931f2c67
more words about backing up
Richard Jones <richard@users.sourceforge.net>
parents:
3883
diff
changeset
|
1365 performing backup. |
|
f764931f2c67
more words about backing up
Richard Jones <richard@users.sourceforge.net>
parents:
3883
diff
changeset
|
1366 |
|
f764931f2c67
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Richard Jones <richard@users.sourceforge.net>
parents:
3883
diff
changeset
|
1367 Optionally stop the web and email frontends and to copy the contents of the |
|
f764931f2c67
more words about backing up
Richard Jones <richard@users.sourceforge.net>
parents:
3883
diff
changeset
|
1368 tracker home directory to some other place using standard backup tools. |
|
f764931f2c67
more words about backing up
Richard Jones <richard@users.sourceforge.net>
parents:
3883
diff
changeset
|
1369 This means using |
|
f764931f2c67
more words about backing up
Richard Jones <richard@users.sourceforge.net>
parents:
3883
diff
changeset
|
1370 *pg_dump* to take a snapshot of your Postgres backend database, for example. |
|
f764931f2c67
more words about backing up
Richard Jones <richard@users.sourceforge.net>
parents:
3883
diff
changeset
|
1371 A simple copy of the tracker home (and files storage area if you've configured |
|
f764931f2c67
more words about backing up
Richard Jones <richard@users.sourceforge.net>
parents:
3883
diff
changeset
|
1372 it to be elsewhere) will then complete the backup. |
|
2003
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
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|
1373 |
|
a291bf753037
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1374 |
|
a291bf753037
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1375 Software Upgrade |
|
a291bf753037
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1376 ---------------- |
|
a291bf753037
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1377 |
| 6781 | 1378 .. _make a backup: #tracker-backup |
| 1379 | |
| 1380 Always `make a backup`_ of your tracker before upgrading software. | |
| 1381 Steps you may take: | |
|
2003
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1382 |
|
6297
a635a60ffb84
Remove standalone pytest run_tests.py bundle
John Rouillard <rouilj@ieee.org>
parents:
6265
diff
changeset
|
1383 1. Install pytest and ensure that the unit tests run on your system |
|
a635a60ffb84
Remove standalone pytest run_tests.py bundle
John Rouillard <rouilj@ieee.org>
parents:
6265
diff
changeset
|
1384 (using your preferred python version):: |
| 2474 | 1385 |
|
6297
a635a60ffb84
Remove standalone pytest run_tests.py bundle
John Rouillard <rouilj@ieee.org>
parents:
6265
diff
changeset
|
1386 pip2 install pytest |
|
a635a60ffb84
Remove standalone pytest run_tests.py bundle
John Rouillard <rouilj@ieee.org>
parents:
6265
diff
changeset
|
1387 python2 -m pytest test/ |
|
a635a60ffb84
Remove standalone pytest run_tests.py bundle
John Rouillard <rouilj@ieee.org>
parents:
6265
diff
changeset
|
1388 |
|
a635a60ffb84
Remove standalone pytest run_tests.py bundle
John Rouillard <rouilj@ieee.org>
parents:
6265
diff
changeset
|
1389 |
|
a635a60ffb84
Remove standalone pytest run_tests.py bundle
John Rouillard <rouilj@ieee.org>
parents:
6265
diff
changeset
|
1390 pip3 install pytest |
|
a635a60ffb84
Remove standalone pytest run_tests.py bundle
John Rouillard <rouilj@ieee.org>
parents:
6265
diff
changeset
|
1391 python3 -m pytest test/ |
| 2474 | 1392 |
|
2387
4962f99aaa27
*** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents:
2203
diff
changeset
|
1393 2. If you're using an RDBMS backend, make a backup of its contents now. |
|
2478
3ab2b91cdd2c
*** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents:
2474
diff
changeset
|
1394 3. Make a backup of the tracker home itself. |
|
8041
704757c71b84
docs: use virtual env for upgrade; stop cron jobs.
John Rouillard <rouilj@ieee.org>
parents:
8039
diff
changeset
|
1395 4. Stop the tracker web, email frontends and any scheduled |
|
704757c71b84
docs: use virtual env for upgrade; stop cron jobs.
John Rouillard <rouilj@ieee.org>
parents:
8039
diff
changeset
|
1396 (cron) jobs that access the tracker. |
|
704757c71b84
docs: use virtual env for upgrade; stop cron jobs.
John Rouillard <rouilj@ieee.org>
parents:
8039
diff
changeset
|
1397 5. Install the new version of the software in a new virtual |
|
704757c71b84
docs: use virtual env for upgrade; stop cron jobs.
John Rouillard <rouilj@ieee.org>
parents:
8039
diff
changeset
|
1398 environment:: |
|
4014
b80224c1f4e3
fix poor docs
Richard Jones <richard@users.sourceforge.net>
parents:
3963
diff
changeset
|
1399 |
|
8041
704757c71b84
docs: use virtual env for upgrade; stop cron jobs.
John Rouillard <rouilj@ieee.org>
parents:
8039
diff
changeset
|
1400 python3 -m venv /path/to/env |
|
704757c71b84
docs: use virtual env for upgrade; stop cron jobs.
John Rouillard <rouilj@ieee.org>
parents:
8039
diff
changeset
|
1401 . /path/to/env/bin/activate |
|
704757c71b84
docs: use virtual env for upgrade; stop cron jobs.
John Rouillard <rouilj@ieee.org>
parents:
8039
diff
changeset
|
1402 python3 pip install roundup |
|
4014
b80224c1f4e3
fix poor docs
Richard Jones <richard@users.sourceforge.net>
parents:
3963
diff
changeset
|
1403 |
| 6781 | 1404 6. Follow the steps in the `upgrading documentation`_ for all the |
|
6814
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1405 versions between your original version and the new version. |
|
3963
3230f9c88086
Fix race condition for key properties in rdbms backends [SF#1876683]
Richard Jones <richard@users.sourceforge.net>
parents:
3959
diff
changeset
|
1406 |
| 6781 | 1407 Usually you should run `roundup_admin -i <tracker_home> migrate` |
| 1408 on your tracker(s) before you allow users to start accessing the tracker. | |
|
3963
3230f9c88086
Fix race condition for key properties in rdbms backends [SF#1876683]
Richard Jones <richard@users.sourceforge.net>
parents:
3959
diff
changeset
|
1409 |
|
3230f9c88086
Fix race condition for key properties in rdbms backends [SF#1876683]
Richard Jones <richard@users.sourceforge.net>
parents:
3959
diff
changeset
|
1410 It's safe to run this even if it's not required, so just get into the |
|
3230f9c88086
Fix race condition for key properties in rdbms backends [SF#1876683]
Richard Jones <richard@users.sourceforge.net>
parents:
3959
diff
changeset
|
1411 habit. |
|
4014
b80224c1f4e3
fix poor docs
Richard Jones <richard@users.sourceforge.net>
parents:
3963
diff
changeset
|
1412 7. Restart your tracker web and email frontends. |
|
2003
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1413 |
| 2474 | 1414 If something bad happens, you may reinstate your backup of the tracker and |
| 1415 reinstall the older version of the sofware using the same install command:: | |
| 1416 | |
| 1417 python setup.py install | |
| 1418 | |
| 6163 | 1419 .. index:: database; convert from one database backend to another |
|
6173
82f58ae89142
Add new section onroundup-admin. Ad indexing.
John Rouillard <rouilj@ieee.org>
parents:
6163
diff
changeset
|
1420 single: roundup-admin; import and export |
| 6163 | 1421 |
|
2003
a291bf753037
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parents:
diff
changeset
|
1422 Migrating Backends |
|
a291bf753037
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1423 ------------------ |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1424 |
|
3781
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
changeset
|
1425 1. Stop the existing tracker web and email frontends (preventing changes). |
|
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
changeset
|
1426 2. Use the roundup-admin tool "export" command to export the contents of |
|
5902
4f74b97dddcd
Doc how to export on windows.
John Rouillard <rouilj@ieee.org>
parents:
5300
diff
changeset
|
1427 your tracker to disk. (If you are running on windows see |
|
4f74b97dddcd
Doc how to export on windows.
John Rouillard <rouilj@ieee.org>
parents:
5300
diff
changeset
|
1428 `issue1441336 <https://issues.roundup-tracker.org/issue1441336>`_ |
|
4f74b97dddcd
Doc how to export on windows.
John Rouillard <rouilj@ieee.org>
parents:
5300
diff
changeset
|
1429 on how to use the command line rather than interactive mode to |
|
6227
5105df69145d
Fix typo in admin doc exprt -> export.
John Rouillard <rouilj@ieee.org>
parents:
6176
diff
changeset
|
1430 export data.) |
|
3781
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
changeset
|
1431 3. Copy the tracker home to a new directory. |
|
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
changeset
|
1432 4. Delete the "db" directory from the new directory. |
|
5300
d8ed32b297e2
Update to migrating backend and tweak to install doc.
John Rouillard <rouilj@ieee.org>
parents:
5140
diff
changeset
|
1433 5. Set the value of the ``backend`` key under the ``[database]`` |
|
d8ed32b297e2
Update to migrating backend and tweak to install doc.
John Rouillard <rouilj@ieee.org>
parents:
5140
diff
changeset
|
1434 section of the tracker's ``config.ini`` file. |
|
3781
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
changeset
|
1435 6. Use the roundup-admin "import" command to import the previous export with |
|
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
changeset
|
1436 the new tracker home. If non-interactively:: |
|
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
changeset
|
1437 |
|
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
changeset
|
1438 roundup-admin -i <tracker home> import <tracker export dir> |
|
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
changeset
|
1439 |
|
4567
32b24abfe98e
Documentation polishing.
Eric S. Raymond <esr@thyrsus.com>
parents:
4489
diff
changeset
|
1440 If interactively, enter 'commit' before exiting. |
|
3781
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
changeset
|
1441 7. Test each of the admin tool, web interface and mail gateway using the new |
|
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
changeset
|
1442 backend. |
|
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
changeset
|
1443 8. Move the old tracker home out of the way (rename to "tracker.old") and |
|
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
changeset
|
1444 move the new tracker home into its place. |
|
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
changeset
|
1445 9. Restart web and email frontends. |
|
2003
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parents:
diff
changeset
|
1446 |
|
7668
5b41018617f2
fix: out of memory error when importing under postgresql
John Rouillard <rouilj@ieee.org>
parents:
7667
diff
changeset
|
1447 If you are importing into PostgreSQL, it autocommits the data every |
|
5b41018617f2
fix: out of memory error when importing under postgresql
John Rouillard <rouilj@ieee.org>
parents:
7667
diff
changeset
|
1448 10000 objects/rows by default. This can slow down importing, but it |
|
5b41018617f2
fix: out of memory error when importing under postgresql
John Rouillard <rouilj@ieee.org>
parents:
7667
diff
changeset
|
1449 prevents an out of memory error caused by using a savepoint for each |
|
5b41018617f2
fix: out of memory error when importing under postgresql
John Rouillard <rouilj@ieee.org>
parents:
7667
diff
changeset
|
1450 object. You can control the commit frequency by using:: |
|
5b41018617f2
fix: out of memory error when importing under postgresql
John Rouillard <rouilj@ieee.org>
parents:
7667
diff
changeset
|
1451 |
|
5b41018617f2
fix: out of memory error when importing under postgresql
John Rouillard <rouilj@ieee.org>
parents:
7667
diff
changeset
|
1452 pragma savepoint_limit=20000 |
|
5b41018617f2
fix: out of memory error when importing under postgresql
John Rouillard <rouilj@ieee.org>
parents:
7667
diff
changeset
|
1453 |
|
5b41018617f2
fix: out of memory error when importing under postgresql
John Rouillard <rouilj@ieee.org>
parents:
7667
diff
changeset
|
1454 to set a higher or lower number in roundup-admin. In this example a |
|
5b41018617f2
fix: out of memory error when importing under postgresql
John Rouillard <rouilj@ieee.org>
parents:
7667
diff
changeset
|
1455 commit will be done every 20,000 objects/rows. The pragma can also be |
|
5b41018617f2
fix: out of memory error when importing under postgresql
John Rouillard <rouilj@ieee.org>
parents:
7667
diff
changeset
|
1456 set on the roundup-admin command line as described below. |
|
2003
a291bf753037
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parents:
diff
changeset
|
1457 |
|
a291bf753037
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parents:
diff
changeset
|
1458 Moving a Tracker |
|
a291bf753037
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parents:
diff
changeset
|
1459 ---------------- |
|
a291bf753037
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parents:
diff
changeset
|
1460 |
|
a291bf753037
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1461 If you're moving the tracker to a similar machine, you should: |
|
a291bf753037
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parents:
diff
changeset
|
1462 |
|
a291bf753037
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1463 1. install Roundup on the new machine and test that it works there, |
|
a291bf753037
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1464 2. stop the existing tracker web and email frontends (preventing changes), |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1465 3. copy the tracker home directory over to the new machine, and |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1466 4. start the tracker web and email frontends on the new machine. |
|
a291bf753037
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1467 |
|
a291bf753037
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1468 Most of the backends are actually portable across platforms (ie. from Unix to |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1469 Windows to Mac). If this isn't the case (ie. the tracker doesn't work when |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1470 moved using the above steps) then you'll need to: |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1471 |
|
a291bf753037
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1472 1. install Roundup on the new machine and test that it works there, |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1473 2. stop the existing tracker web and email frontends (preventing changes), |
|
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|
1474 3. use the roundup-admin tool "export" command to export the contents of |
|
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parents:
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|
1475 the existing tracker, |
|
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parents:
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|
1476 4. copy the export to the new machine, |
|
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|
1477 5. use the roundup-admin "import" command to import the tracker on the new |
|
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parents:
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|
1478 machine, and |
|
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parents:
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|
1479 6. start the tracker web and email frontends on the new machine. |
|
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|
1480 |
| 6163 | 1481 .. index:: |
| 1482 pair: roundup; migrate from other bugtracker software | |
|
2003
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|
1483 |
| 3250 | 1484 Migrating From Other Software |
| 1485 ----------------------------- | |
| 1486 | |
| 1487 You have a couple of choices. You can either use a CSV import into Roundup, | |
| 1488 or you can write a simple Python script which uses the Roundup API | |
| 1489 directly. The latter is almost always simpler -- see the "scripts" | |
| 1490 directory in the Roundup source for some example uses of the API. | |
| 1491 | |
|
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|
1492 "roundup-admin import" will import data into your tracker from a |
| 3250 | 1493 directory containing files with the following format: |
| 1494 | |
| 1495 - one colon-separated-values file per Class with columns for each property, | |
| 1496 named <classname>.csv | |
| 1497 - one colon-separated-values file per Class with journal information, | |
| 1498 named <classname>-journals.csv (this is required, even if it's empty) | |
|
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|
1499 - if the Class is a FileClass, you may have the "content" property |
| 3250 | 1500 stored in separate files from the csv files. This goes in a directory |
| 1501 structure:: | |
| 1502 | |
| 1503 <classname>-files/<N>/<designator> | |
| 1504 | |
| 1505 where ``<designator>`` is the item's ``<classname><id>`` combination. | |
| 1506 The ``<N>`` value is ``int(<id> / 1000)``. | |
| 1507 | |
| 1508 | |
| 6163 | 1509 .. index:: pair: roundup-admin; managing users |
| 1510 | |
|
3341
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|
1511 Adding A User From The Command-Line |
|
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1512 ----------------------------------- |
|
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1513 |
|
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|
1514 The ``roundup-admin`` program can create any data you wish to in the |
|
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|
1515 database. To create a new user, use:: |
|
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|
1516 |
|
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|
1517 roundup-admin create user |
|
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|
1518 |
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|
1519 To figure out what good values might be for some of the fields (eg. Roles) |
|
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1520 you can just display another user:: |
|
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|
1521 |
|
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|
1522 roundup-admin list user |
|
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|
1523 |
|
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|
1524 (or if you know their username, and it happens to be "richard"):: |
|
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|
1525 |
|
6176
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|
1526 roundup-admin filter user username=richard |
|
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1527 |
|
6176
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|
1528 then using the user id (e.g. 5) you get from one of the above |
|
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|
1529 commands, you may display the user's details:: |
|
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|
1530 |
|
6176
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Add roundup-admin filter command; fix bad doc example; add tests
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|
1531 roundup-admin display <designator> |
|
3341
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|
1532 |
|
6176
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Add roundup-admin filter command; fix bad doc example; add tests
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|
1533 where designator is ``user5``. |
|
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|
1534 |
|
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|
1535 Running the Servers |
|
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|
1536 =================== |
|
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|
1537 |
|
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|
1538 Unix |
|
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diff
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|
1539 ---- |
|
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|
1540 |
|
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parents:
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diff
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|
1541 On Unix systems, use the scripts/server-ctl script to control the |
|
a276e2531321
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parents:
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diff
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|
1542 roundup-server server. Copy it somewhere and edit the variables at the top |
|
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parents:
2068
diff
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|
1543 to reflect your specific installation. |
|
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|
1544 |
|
6344
c63df349f319
issue2551117 - add example systemd config
John Rouillard <rouilj@ieee.org>
parents:
6297
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|
1545 If you use systemd look at scripts/systemd.gunicorn. It is configured |
|
c63df349f319
issue2551117 - add example systemd config
John Rouillard <rouilj@ieee.org>
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|
1546 for a wsgi deployment using gunicorn, but may be a good starting |
|
c63df349f319
issue2551117 - add example systemd config
John Rouillard <rouilj@ieee.org>
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|
1547 point for your setup. |
|
2177
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|
1548 |
|
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diff
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|
1549 Windows |
|
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Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
1550 ------- |
|
a276e2531321
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parents:
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diff
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|
1551 |
|
3780
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|
1552 On Windows, the roundup-server program runs as a Windows Service, and |
|
5140
7ea6bbf4286c
update docs for windows installer: 32 bit version of python, must run nstaller as administrator, ned pywin32 to run as service. Encourage installation of pytz.
John Rouillard <rouilj@ieee.org>
parents:
5102
diff
changeset
|
1553 therefore may be controlled through the Services control panel. Note |
|
7ea6bbf4286c
update docs for windows installer: 32 bit version of python, must run nstaller as administrator, ned pywin32 to run as service. Encourage installation of pytz.
John Rouillard <rouilj@ieee.org>
parents:
5102
diff
changeset
|
1554 that you **must** install the pywin32 package to allow roundup to |
|
7ea6bbf4286c
update docs for windows installer: 32 bit version of python, must run nstaller as administrator, ned pywin32 to run as service. Encourage installation of pytz.
John Rouillard <rouilj@ieee.org>
parents:
5102
diff
changeset
|
1555 run as a service. The roundup-server program may also control the |
|
7ea6bbf4286c
update docs for windows installer: 32 bit version of python, must run nstaller as administrator, ned pywin32 to run as service. Encourage installation of pytz.
John Rouillard <rouilj@ieee.org>
parents:
5102
diff
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|
1556 service directly: |
|
2177
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|
1557 |
|
2405
1736886eefb3
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Richard Jones <richard@users.sourceforge.net>
parents:
2387
diff
changeset
|
1558 **install the service** |
|
3779
ee73abcc95d2
Sorry, another mega-patch:
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diff
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|
1559 ``roundup-server -C /path/to/my/roundup-server.ini -c install`` |
|
2405
1736886eefb3
more windows info
Richard Jones <richard@users.sourceforge.net>
parents:
2387
diff
changeset
|
1560 **start the service** |
|
1736886eefb3
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Richard Jones <richard@users.sourceforge.net>
parents:
2387
diff
changeset
|
1561 ``roundup-server -c start`` |
|
1736886eefb3
more windows info
Richard Jones <richard@users.sourceforge.net>
parents:
2387
diff
changeset
|
1562 **stop the service** |
|
1736886eefb3
more windows info
Richard Jones <richard@users.sourceforge.net>
parents:
2387
diff
changeset
|
1563 ``roundup-server -c stop`` |
|
2177
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diff
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|
1564 |
|
2405
1736886eefb3
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Richard Jones <richard@users.sourceforge.net>
parents:
2387
diff
changeset
|
1565 To bring up the services panel: |
|
2177
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|
1566 |
|
2405
1736886eefb3
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Richard Jones <richard@users.sourceforge.net>
parents:
2387
diff
changeset
|
1567 Windows 2000 and later |
|
1736886eefb3
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Richard Jones <richard@users.sourceforge.net>
parents:
2387
diff
changeset
|
1568 Start/Control Panel/Administrative Tools/Services |
|
1736886eefb3
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parents:
2387
diff
changeset
|
1569 Windows NT4 |
|
1736886eefb3
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parents:
2387
diff
changeset
|
1570 Start/Control Panel/Services |
|
2177
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|
1571 |
|
3780
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3779
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|
1572 You will need a server configuration file (as described in |
|
158e31bbf86a
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|
1573 `Configuring roundup-server`_) for specifying tracker homes |
|
158e31bbf86a
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|
1574 and other roundup-server configuration. Specify the name of |
|
158e31bbf86a
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|
1575 this file using the ``-C`` switch when installing the service. |
|
3779
ee73abcc95d2
Sorry, another mega-patch:
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|
1576 |
|
2203
4a157c198585
*** empty log message ***
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2177
diff
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|
1577 Running the Mail Gateway Script |
|
4a157c198585
*** empty log message ***
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|
1578 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
|
4a157c198585
*** empty log message ***
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|
1579 |
|
4a157c198585
*** empty log message ***
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|
1580 The mail gateway script should be scheduled to run regularly on your |
|
4a157c198585
*** empty log message ***
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2177
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|
1581 Windows server. Normally this will result in a window popping up. The |
|
4a157c198585
*** empty log message ***
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2177
diff
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|
1582 solution to this is to: |
|
4a157c198585
*** empty log message ***
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2177
diff
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|
1583 |
|
4a157c198585
*** empty log message ***
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2177
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|
1584 1. Create a new local account on the Roundup server |
|
4a157c198585
*** empty log message ***
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2177
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|
1585 2. Set the scheduled task to run in the context of this user instead |
|
4a157c198585
*** empty log message ***
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parents:
2177
diff
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|
1586 of your normal login |
|
4a157c198585
*** empty log message ***
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2177
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|
1587 |
|
7279
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|
1588 Mail gateway script command line |
|
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|
1589 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
|
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|
1590 |
|
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|
1591 Usage:: |
|
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|
1592 |
|
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|
1593 usage: roundup_mailgw.py [-h] [-v] [-c DEFAULT_CLASS] [-I OAUTH_CLIENT_ID] |
|
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|
1594 [-O OAUTH_DIRECTORY] [-S SET_VALUE] |
|
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|
1595 [-T OAUTH_TOKEN_ENDPOINT] |
|
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|
1596 [args ...] |
|
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|
1597 |
|
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|
1598 |
|
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Move mail gateway and roundup-admin doc to admin guide from user guide
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|
1599 The roundup mail gateway may be called in one of three ways: |
|
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|
1600 |
| 7367 | 1601 - without arguments. Then the env var ROUNDUP_INSTANCE will be tried. |
| 1602 - with an instance home as the only argument, | |
| 1603 - with both an instance home and a mail spool file, or | |
| 1604 - with an instance home, a mail source type and its specification. | |
|
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|
1605 |
|
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|
1606 It also supports optional ``-S`` (or ``--set-value``) arguments that allows you |
|
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|
1607 to set fields for a class created by the roundup-mailgw. The format for |
|
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|
1608 this option is [class.]property=value where class can be omitted and |
|
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|
1609 defaults to msg. The ``-S`` options uses the same |
|
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|
1610 property=value[;property=value] notation accepted by the command line |
|
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|
1611 roundup command or the commands that can be given on the Subject line of |
|
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|
1612 an email message (if you're using multiple properties delimited with a |
|
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|
1613 semicolon the class must be specified only once in the beginning). |
|
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1614 |
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1615 It can let you set the type of the message on a per e-mail address basis |
|
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|
1616 by calling roundup-mailgw with different email addresses and other |
|
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1617 settings. |
|
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1618 |
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1619 PIPE: |
|
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1620 If there is no mail source specified, the mail gateway reads a single |
|
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1621 message from the standard input and submits the message to the |
|
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1622 roundup.mailgw module. |
|
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1623 |
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1624 UNIX mailbox: |
|
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1625 In this case, the gateway reads all messages from the UNIX mail spool |
|
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1626 file and submits each in turn to the roundup.mailgw module. The file is |
|
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|
1627 emptied once all messages have been successfully handled. The file is |
|
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1628 specified as:: |
|
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1629 |
|
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|
1630 mailbox /path/to/mailbox |
|
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1631 |
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1632 In all of the following mail source types, the username and password |
|
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1633 can be stored in a ``~/.netrc`` file. If done so, only the server name |
|
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|
1634 needs to be specified on the command-line. |
|
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|
1635 The username and/or password will be prompted for if not supplied on |
|
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|
1636 the command-line or in ``~/.netrc``. |
|
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1637 |
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1638 POP: |
|
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1639 For the mail source "pop", the gateway reads all messages from the POP |
|
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1640 server specified and submits each in turn to the roundup.mailgw module. |
|
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|
1641 The server is specified as:: |
|
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|
1642 |
|
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|
1643 pop username:password@server |
|
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1644 |
|
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|
1645 The username and password may be omitted:: |
|
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|
1646 |
|
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|
1647 pop username@server |
|
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|
1648 pop server |
|
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|
1649 |
|
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|
1650 are both valid. |
|
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|
1651 |
|
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|
1652 POPS: |
|
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|
1653 Connect to a POP server over tls/ssl. |
|
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|
1654 This supports the same notation as POP:: |
|
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|
1655 |
|
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|
1656 pops username:password@server |
|
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|
1657 |
|
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|
1658 APOP: |
|
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|
1659 Same as POP, but using Authenticated POP:: |
|
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|
1660 |
|
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|
1661 apop username:password@server |
|
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|
1662 |
|
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|
1663 IMAP: |
|
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|
1664 Connect to an IMAP server. This supports the same notation as that of |
|
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|
1665 POP mail:: |
|
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|
1666 |
|
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|
1667 imap username:password@server |
|
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|
1668 |
|
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|
1669 It also allows you to specify a specific mailbox other than INBOX using |
|
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|
1670 this format:: |
|
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|
1671 |
|
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|
1672 imap username:password@server mailbox |
|
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|
1673 |
|
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|
1674 IMAPS: |
|
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|
1675 Connect to an IMAP server over tls/ssl. |
|
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|
1676 This supports the same notation as IMAP:: |
|
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|
1677 |
|
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|
1678 imaps username:password@server [mailbox] |
|
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|
1679 |
|
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|
1680 IMAPS_CRAM: |
|
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|
1681 Connect to an IMAP server over tls/ssl using CRAM-MD5 authentication. |
|
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|
1682 This supports the same notation as IMAP:: |
|
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|
1683 |
|
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|
1684 imaps_cram username:password@server [mailbox] |
|
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|
1685 |
|
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|
1686 IMAPS_OAUTH: |
|
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|
1687 Connect to an IMAP server over tls/ssl using OAUTH authentication. |
|
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|
1688 Note that this does not support a password in imaps URLs. |
|
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|
1689 Instead it uses only the user and server and a command-line option for |
|
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|
1690 the directory with the files ``access_token``, ``refresh_token``, |
|
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|
1691 ``client_secret``, and ``client_id``. |
|
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|
1692 By default this directory is ``oauth`` in your tracker home directory. The |
|
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|
1693 access token is tried first and, if expired, the refresh token together |
|
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|
1694 with the client secret is used to retrieve a new access token. Note that |
|
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|
1695 both token files need to be *writeable*, the access token is |
|
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|
1696 continuously replaced and some cloud providers may also renew the |
|
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|
1697 refresh token from time to time:: |
|
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|
1698 |
|
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|
1699 imaps_oauth username@server [mailbox] |
|
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|
1700 |
|
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|
1701 The refresh and access tokens (the latter can be left empty), the |
|
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|
1702 client id and the client secret need to be retrieved via cloud provider |
|
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|
1703 specific protocols or websites. |
|
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|
1704 |
|
7503
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|
1705 You need the requests_ library installed to ue the IMAPS_OAUTH method. |
|
7279
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1706 |
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|
1707 .. _requests: https://requests.readthedocs.io/en/latest/ |
|
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|
1708 |
|
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|
1709 .. index:: ! roundup-admin |
|
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|
1710 single: roundup-admin; usage |
|
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|
1711 single: roundup-admin; data formats |
|
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|
1712 single: roundup-admin; man page reference |
|
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|
1713 pair: roundup-admin; designator |
|
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|
1714 |
|
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|
1715 Using roundup-admin |
|
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|
1716 =================== |
|
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|
1717 |
|
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|
1718 Part of the installation includes a man page for roundup-admin. Ypu |
| 6175 | 1719 should be able to read it using ``man roundup-admin``. As shown above, |
|
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|
1720 it is a generic tool for manipulating the underlying database for you |
|
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|
1721 tracker. |
|
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|
1722 |
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|
1723 Examples above show how to use it to: |
|
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|
1724 |
| 7367 | 1725 * install and initialize a new tracker |
| 1726 * export/import tracker data for migrating between backends | |
| 7477 | 1727 * creating a new user from the command line |
| 7367 | 1728 * list/find users in the tracker |
|
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1729 |
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|
1730 The basic usage is: |
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1731 |
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|
1732 .. code-block:: text |
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1733 |
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1734 Usage: roundup-admin [options] [<command> <arguments>] |
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1735 |
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1736 Options: |
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1737 -i instance home -- specify the issue tracker "home directory" to administer |
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1738 -u -- the user[:password] to use for commands (default admin) |
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1739 -d -- print full designators not just class id numbers |
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1740 -c -- when outputting lists of data, comma-separate them. |
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1741 Same as '-S ","'. |
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1742 -S <string> -- when outputting lists of data, string-separate them |
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1743 -s -- when outputting lists of data, space-separate them. |
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1744 Same as '-S " "'. |
|
7546
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1745 -P pragma=value -- Set a pragma on command line rather than interactively. |
|
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1746 Can be used multiple times. |
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1747 -V -- be verbose when importing |
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1748 -v -- report Roundup and Python versions (and quit) |
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1749 |
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1750 Only one of -s, -c or -S can be specified. |
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1751 |
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|
1752 Help: |
|
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1753 roundup-admin -h |
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1754 roundup-admin help -- this help |
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1755 roundup-admin help <command> -- command-specific help |
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1756 roundup-admin help all -- all available help |
|
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1757 |
|
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1758 Commands: |
|
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1759 commit |
|
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1760 create classname property=value ... |
|
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1761 display designator[,designator]* |
|
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1762 export [[-]class[,class]] export_dir |
|
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1763 exporttables [[-]class[,class]] export_dir |
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|
1764 filter classname propname=value ... |
|
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|
1765 find classname propname=value ... |
|
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|
1766 genconfig <filename> |
|
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1767 get property designator[,designator]* |
|
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|
1768 help topic |
|
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|
1769 history designator [skipquiet] [raw] |
|
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|
1770 import import_dir |
|
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|
1771 importtables export_dir |
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1772 initialise [adminpw] |
|
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1773 install [template [backend [key=val[,key=val]]]] |
|
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|
1774 list classname [property] |
|
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|
1775 migrate |
|
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|
1776 pack period | date |
|
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1777 perftest [mode] [arguments]* |
|
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|
1778 pragma setting=value | 'list' |
|
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|
1779 reindex [classname|classname:#-#|designator]* |
|
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|
1780 restore designator[,designator]* |
|
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1781 retire designator[,designator]* |
|
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|
1782 rollback |
|
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|
1783 security [Role name] |
|
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1784 set items property=value [property=value ...] |
|
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|
1785 specification classname |
|
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|
1786 table classname [property[,property]*] |
|
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|
1787 templates [trace_search] |
|
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|
1788 updateconfig <filename> |
|
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1789 Commands may be abbreviated as long as the abbreviation |
|
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|
1790 matches only one command, e.g. l == li == lis == list. |
|
2177
a276e2531321
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parents:
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|
1791 |
|
7093
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|
1792 One thing to note, The ``-u user`` setting does not currently operate |
|
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|
1793 like a user logging in via the web. The user running roundup-admin |
|
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Mitigation for issue2551246 -u opton to roundup-admin
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|
1794 must have read access to the tracker home directory. As a result the |
|
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|
1795 user has access to the files and the database info contained in |
|
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|
1796 config.ini. |
|
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|
1797 |
|
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|
1798 Using ``-u user`` sets the actor/user parameter in the |
|
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Mitigation for issue2551246 -u opton to roundup-admin
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|
1799 journal. Changes that are made are attributed to that |
|
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|
1800 user. The password is ignored if provided. Any existing |
|
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|
1801 username has full access to the data just like the admin |
|
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|
1802 user. This is an area for further development so that |
|
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|
1803 roundup-admin could be used with sudo to provide secure |
|
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|
1804 command line access to a tracker. |
|
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|
1805 |
|
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|
1806 In general you should forget that there is a -u parameter. |
|
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|
1807 |
|
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1808 All commands (except help, genconfig, templates) require a tracker |
|
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1809 specifier. This is just the path to the roundup tracker you're working |
|
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|
1810 with. A roundup tracker is where roundup keeps the database and |
|
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|
1811 configuration file that defines an issue tracker. It may be thought of |
|
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1812 as the issue tracker's "home directory". It may be specified in the |
|
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|
1813 environment variable ``TRACKER_HOME`` or on the command line as "``-i |
|
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|
1814 tracker``". |
|
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1815 |
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1816 A designator is a classname and an itemid concatenated, eg. bug1, |
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1817 user10, ... Property values are represented as strings in command |
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1818 arguments and in the printed results: |
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1819 |
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1820 - Strings are, well, strings. |
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1821 - Password values will display as their encoded value. |
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1822 - Date values are printed in the full date format in the local time |
|
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1823 zone, and accepted in the full format or any of the partial formats |
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|
1824 explained below.:: |
|
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|
1825 |
|
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|
1826 Input of... Means... |
|
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|
1827 "2000-04-17.03:45" 2000-04-17.03:45:00 |
|
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1828 "2000-04-17" 2000-04-17.00:00:00 |
|
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1829 "01-25" yyyy-01-25.00:00:00 |
|
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1830 "08-13.22:13" yyyy-08-13.22:13:00 |
|
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|
1831 "11-07.09:32:43" yyyy-11-07.09:32:43 |
|
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1832 "14:25" yyyy-mm-dd.14:25:00 |
|
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1833 "8:47:11" yyyy-mm-dd.08:47:11 |
|
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1834 "2003" 2003-01-01.00:00:00 |
|
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1835 "2003-04" 2003-04-01.00:00:00 |
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|
1836 "." "right now" |
|
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1837 |
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|
1838 - Link values are printed as item designators. When given as an |
|
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Move mail gateway and roundup-admin doc to admin guide from user guide
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|
1839 argument, item designators and key strings are both accepted. |
|
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Move mail gateway and roundup-admin doc to admin guide from user guide
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1840 - Multilink values are printed as lists of item designators joined by |
|
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|
1841 commas. When given as an argument, item designators and key strings |
|
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|
1842 are both accepted; an empty string, a single item, or a list of items |
|
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Move mail gateway and roundup-admin doc to admin guide from user guide
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|
1843 joined by commas is accepted. |
|
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1844 |
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1845 When multiple items are specified to the roundup get or roundup set |
|
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Move mail gateway and roundup-admin doc to admin guide from user guide
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|
1846 commands, the specified properties are retrieved or set on all the |
|
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Move mail gateway and roundup-admin doc to admin guide from user guide
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1847 listed items. When multiple results are returned by the roundup get or |
|
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Move mail gateway and roundup-admin doc to admin guide from user guide
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|
1848 roundup find commands, they are printed one per line (default) or joined |
|
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1849 by commas (with the "``-c``" option). |
|
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1850 |
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|
1851 Where the command changes data, a login name/password is required. The |
|
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|
1852 login may be specified as either "``name``" or "``name:password``". |
|
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|
1853 |
|
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1854 - ``ROUNDUP_LOGIN`` environment variable |
|
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Move mail gateway and roundup-admin doc to admin guide from user guide
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|
1855 - the "``-u``" command-line option |
|
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1856 |
|
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|
1857 If either the name or password is not supplied, they are obtained from |
|
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|
1858 the command-line. |
|
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1859 |
|
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|
1860 The ``-u user`` setting does not currently operate like a |
|
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|
1861 user logging in via the web. The user running roundup-admin |
|
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Move mail gateway and roundup-admin doc to admin guide from user guide
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1862 must have read access to the tracker home directory. As a |
|
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1863 result the user has access to the files and the database |
|
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Move mail gateway and roundup-admin doc to admin guide from user guide
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1864 info contained in config.ini. |
|
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1865 |
|
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|
1866 Using ``-u user`` sets the actor/user parameter in the |
|
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|
1867 journal. Changes that are made are attributed to that |
|
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1868 user. The password is ignored if provided. Any existing |
|
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1869 username has full access to the data just like the admin |
|
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1870 user. This is an area for further development so that |
|
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1871 roundup-admin could be used with sudo to provide secure |
|
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1872 command line access to a tracker. |
|
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|
1873 |
|
7454
76b2f3c95c03
Add anchor for init section.
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|
1874 .. _initpw: |
|
76b2f3c95c03
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|
1875 |
|
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1876 When you initialise a new tracker instance you are prompted for the |
|
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1877 admin password. If you want to initialise a tracker non-interactively |
|
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|
1878 you can put the initialise command and password on the command |
|
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1879 line. But this allows others on the host to see the password (using |
|
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|
1880 the ps command). To initialise a tracker non-interactively without |
|
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1881 exposing the password, create a file (e.g init_tracker) set to mode |
|
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1882 600 (so only the owner can read it) with the contents: |
|
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1883 |
|
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1884 initialise admin_password |
|
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1885 |
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1886 and feed it to roundup-admin on standard input. E.G. |
|
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1887 |
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1888 cat init_tracker | roundup-admin -i tracker_dir |
|
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1889 |
|
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|
1890 (for more details see https://issues.roundup-tracker.org/issue2550789.) |
|
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|
1891 |
|
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|
1892 .. index:: ! roundup-admin; usage in scripts |
|
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1893 |
|
7795
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save roundup-admin history between sessions.
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|
1894 Using Interactively |
|
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|
1895 ------------------- |
|
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|
1896 |
|
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|
1897 You can edit the command line using left/right arrow keys to move the |
|
d7d68da9878f
save roundup-admin history between sessions.
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|
1898 cursor. Using the up/down arrow keys moves among commands. It will |
|
d7d68da9878f
save roundup-admin history between sessions.
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|
1899 save your commands between roundup-admin sessions. This is supported |
|
d7d68da9878f
save roundup-admin history between sessions.
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|
1900 on Unix/Linux and Mac's. On windows you should install the pyreadline3 |
|
d7d68da9878f
save roundup-admin history between sessions.
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|
1901 package (see `installation documentation`_). |
|
d7d68da9878f
save roundup-admin history between sessions.
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|
1902 |
|
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save roundup-admin history between sessions.
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|
1903 Using the ``history_length`` pragma you can set the saved history size |
|
d7d68da9878f
save roundup-admin history between sessions.
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|
1904 for just one session. |
|
d7d68da9878f
save roundup-admin history between sessions.
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|
1905 |
|
d7d68da9878f
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|
1906 You can add initialization commands to ``~/.roundup_admin_rlrc``. It |
|
d7d68da9878f
save roundup-admin history between sessions.
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|
1907 will be loaded when roundup-admin starts. This is the mechanism to |
|
d7d68da9878f
save roundup-admin history between sessions.
John Rouillard <rouilj@ieee.org>
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|
1908 persistently set the number of history commands, change editing modes |
|
d7d68da9878f
save roundup-admin history between sessions.
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|
1909 (Vi vs. Emacs). Note that redefining the history file will not work. |
|
d7d68da9878f
save roundup-admin history between sessions.
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|
1910 |
|
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save roundup-admin history between sessions.
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|
1911 If you are using GNU readline, ``set history-size 10``. If your |
|
d7d68da9878f
save roundup-admin history between sessions.
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|
1912 installation uses libedit (macs), it should be possible to |
|
d7d68da9878f
save roundup-admin history between sessions.
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|
1913 persistently set the history size using ``history size |
|
d7d68da9878f
save roundup-admin history between sessions.
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|
1914 10``. Pyreadline3 can set history length using |
|
7962
828f79ae965b
doc: update links and docs on checking links
John Rouillard <rouilj@ieee.org>
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7886
diff
changeset
|
1915 ``history_length(10)``. See the documentation for example syntax: |
|
828f79ae965b
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John Rouillard <rouilj@ieee.org>
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|
1916 https://pythonhosted.org/pyreadline/usage.html#configuration-file. |
|
7795
d7d68da9878f
save roundup-admin history between sessions.
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|
1917 |
|
d7d68da9878f
save roundup-admin history between sessions.
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|
1918 History is saved to the file ``.roundup_admin_history`` in your home |
|
d7d68da9878f
save roundup-admin history between sessions.
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|
1919 directory (for windows usually ``\Users\<username>``. |
|
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|
1920 |
|
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|
1921 Using with the shell |
|
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|
1922 -------------------- |
|
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|
1923 |
|
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|
1924 With version 0.6.0 or newer of roundup (which introduced support for |
|
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|
1925 multiple designators to display and the -d, -S and -s flags): |
|
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|
1926 |
|
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|
1927 To find all messages regarding chatting issues that contain the word |
|
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|
1928 "spam", for example, you could execute the following command from the |
|
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|
1929 directory where the database dumps its files:: |
|
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|
1930 |
|
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|
1931 shell% for issue in `roundup-admin -ds find issue status=chatting`; do |
|
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|
1932 > grep -l spam `roundup-admin -ds ' ' get messages $issue` |
|
0bf616cfa178
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|
1933 > done |
|
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|
1934 msg23 |
|
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|
1935 msg49 |
|
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|
1936 msg50 |
|
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|
1937 msg61 |
|
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|
1938 shell% |
|
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|
1939 |
|
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|
1940 Or, using the -dc option, this can be written as a single command:: |
|
0bf616cfa178
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|
1941 |
|
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|
1942 shell% grep -l spam `roundup get messages \ |
|
0bf616cfa178
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|
1943 \`roundup -dc find issue status=chatting\`` |
|
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|
1944 msg23 |
|
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|
1945 msg49 |
|
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|
1946 msg50 |
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1947 msg61 |
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1948 shell% |
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1949 |
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1950 You can also display issue contents:: |
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1951 |
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1952 shell% roundup-admin display `roundup-admin -dc get messages \ |
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1953 issue3,issue1` |
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1954 files: [] |
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1955 inreplyto: None |
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1956 recipients: [] |
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1957 author: 1 |
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1958 date: 2003-02-16.21:23:03 |
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1959 messageid: None |
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1960 summary: jkdskldjf |
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1961 files: [] |
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1962 inreplyto: None |
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1963 recipients: [] |
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1964 author: 1 |
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1965 date: 2003-02-15.01:59:11 |
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1966 messageid: None |
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1967 summary: jlkfjadsf |
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1968 |
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1969 or status:: |
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1970 |
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1971 shell% roundup-admin get name `/tools/roundup/bin/roundup-admin \ |
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1972 -dc -i /var/roundup/sysadmin get status issue3,issue1` |
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1973 unread |
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1974 deferred |
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1975 |
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1976 or status on a single line:: |
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1977 |
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1978 shell% echo `roundup-admin get name \`/tools/roundup/bin/roundup-admin \ |
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1979 -dc -i /var/roundup/sysadmin get status issue3,issue1\`` |
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1980 unread deferred |
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1981 |
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1982 which is the same as:: |
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1983 |
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1984 shell% roundup-admin -s get name `/tools/roundup/bin/roundup-admin \ |
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1985 -dc -i /var/roundup/sysadmin get status issue3,issue1` |
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1986 unread deferred |
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1987 |
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1988 Also the tautological:: |
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1989 |
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1990 shell% roundup-admin get name \ |
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1991 `roundup-admin -dc get status \`roundup-admin -dc find issue \ |
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1992 status=chatting\`` |
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1993 chatting |
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1994 chatting |
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1995 |
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1996 Remember the roundup commands that accept multiple designators accept |
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1997 them ',' separated so using '-dc' is almost always required. |
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1998 |
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1999 A Note on Import and Export |
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2000 --------------------------- |
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2001 |
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2002 This is a little in the weeds, but I have noticed this and was asked |
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2003 about it so I am documenting it for the future. |
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2004 |
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2005 Running ``roundup-admin`` with ``-V`` to get additional info when |
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2006 importing/exporting the tracker generates three types of messages. |
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2007 |
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2008 For example:: |
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2009 |
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2010 $ roundup-admin -i tracker -V export ./myExport |
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2011 Exporting priority - 5 |
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2012 Exporting Journal for priority |
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2013 Exporting status - 1 |
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2014 Exporting Journal for status |
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2015 [...] |
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2016 |
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2017 |
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2018 $ roundup-admin -i tracker -V import ./myExport |
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2019 Importing priority - 7 |
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2020 setting priority 8 |
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2021 Importing status - 8 |
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2022 setting status 9 |
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2023 [...] |
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2024 |
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2025 Note the numbers for status. Exported ends up at 1, Imported ends up |
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2026 at 8 and setting chooses 9. These numbers are derived differently and |
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2027 used differently. You can't directly compare them. |
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2028 |
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2029 ``Exporting issue - XXX``: |
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2030 |
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2031 ``XXX`` is the id number of the node being exported/processed from |
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2032 the database. The order is determined by sorting by the key of the |
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2033 class (as set by sortkey). If the class key is 'id', then it's a |
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2034 string sort so '9' comes before '1009'. You might notice if the |
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2035 export is slow the numbers jumping around. |
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2036 |
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2037 It does not usually end up as the total number of nodes |
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2038 exported. However if it crashes, you know what node it was |
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2039 processing at the time. |
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2040 |
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2041 In the example above, the status node with id 1 was the last one |
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2042 when sorted alphabetically by name. |
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2043 |
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2044 ``Importing <class> - XXX``: |
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2045 |
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2046 ``XXX`` is the number of the node (not the node id) being |
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2047 imported/currently processed at line XXX+1 in the file. It is an |
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2048 incrementing number starting at 0 and never jumps around. Value 0 |
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2049 is consumed when reading the header and not displayed. The final |
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2050 value is the same as the number of objects and one less then the |
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2051 number of lines in the file. If it crashes, you were processing |
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2052 the line at XXX+1. |
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2053 |
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2054 ``setting <class> XXX``: |
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2055 |
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2056 ``XXX`` in the setting line should always be one more than the |
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2057 number of imported objects. The setting value is the id for the |
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2058 next created object of that type. So in theory the Importing |
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2059 number should be one less than the setting number. |
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2060 |
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2061 However under certain circumstances, Roundup can skip an id |
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7615
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2062 number. This can lead to a difference of more than 1 between the |
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08e4399c3ae4
doc: document the messages generated from import/export
John Rouillard <rouilj@ieee.org>
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|
2063 Importing and setting numbers. It's not a problem. However setting |
|
08e4399c3ae4
doc: document the messages generated from import/export
John Rouillard <rouilj@ieee.org>
parents:
7615
diff
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|
2064 can (and must) always be higher than the Importing number. |
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08e4399c3ae4
doc: document the messages generated from import/export
John Rouillard <rouilj@ieee.org>
parents:
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2065 |
|
8096
ea1f377c87d6
docs: add roundup-admin interactive help output to admin_guide.txt
John Rouillard <rouilj@ieee.org>
parents:
8073
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2066 Interactive Help |
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ea1f377c87d6
docs: add roundup-admin interactive help output to admin_guide.txt
John Rouillard <rouilj@ieee.org>
parents:
8073
diff
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|
2067 ---------------- |
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ea1f377c87d6
docs: add roundup-admin interactive help output to admin_guide.txt
John Rouillard <rouilj@ieee.org>
parents:
8073
diff
changeset
|
2068 |
|
ea1f377c87d6
docs: add roundup-admin interactive help output to admin_guide.txt
John Rouillard <rouilj@ieee.org>
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|
2069 The help command produces the following output for all the commands. |
|
ea1f377c87d6
docs: add roundup-admin interactive help output to admin_guide.txt
John Rouillard <rouilj@ieee.org>
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2070 |
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ea1f377c87d6
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John Rouillard <rouilj@ieee.org>
parents:
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2071 |
|
ea1f377c87d6
docs: add roundup-admin interactive help output to admin_guide.txt
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2072 .. raw:: html |
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ea1f377c87d6
docs: add roundup-admin interactive help output to admin_guide.txt
John Rouillard <rouilj@ieee.org>
parents:
8073
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changeset
|
2073 :file: admin_help.html |
|
7279
0bf616cfa178
Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents:
7257
diff
changeset
|
2074 |
|
2003
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
2075 .. _`customisation documentation`: customizing.html |
|
7354
692242b3effd
initial pass to change references to reference doc where needed.
John Rouillard <rouilj@ieee.org>
parents:
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2076 .. _`reference documentation`: reference.html |
|
2387
4962f99aaa27
*** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents:
2203
diff
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|
2077 .. _`upgrading documentation`: upgrading.html |
|
6458
8f1b91756457
issue2551147 - Enable compression of http responses in roundup.
John Rouillard <rouilj@ieee.org>
parents:
6436
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2078 .. _`installation documentation`: installation.html |
