Mercurial > p > roundup > code
annotate doc/admin_guide.txt @ 7354:692242b3effd
initial pass to change references to reference doc where needed.
There are some references that don't seem to exist anymore. They were
left pointing to their original values.
These are in the 0.6 upgrade directions and whatsnew-0.7. They
reference macros that don't exist or config.py that is no longer
valid.
| author | John Rouillard <rouilj@ieee.org> |
|---|---|
| date | Tue, 16 May 2023 01:19:16 -0400 |
| parents | b84718ea4228 |
| children | 602cc42f9edd |
| 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 # don't fork (this overrides the pidfile mechanism)' |
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119 # Allowed values: yes, no |
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120 # Default: no |
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121 nodaemon = no |
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122 |
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123 # Log client machine names instead of IP addresses (much slower) |
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124 # Allowed values: yes, no |
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125 # Default: no |
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126 log_hostnames = no |
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127 |
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128 # Have http(s) request logging done via python logger module. |
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129 # If set to yes the python logging module is used with qualname |
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130 # 'roundup.http'. Otherwise logging is done to stderr or the file |
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131 # specified using the -l/logfile option. |
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132 # Allowed values: yes, no |
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133 # Default: no |
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134 loghttpvialogger = no |
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135 |
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136 # File to which the server records the process id of the daemon. |
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137 # If this option is not set, the server will run in foreground |
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138 # |
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139 # The path may be either absolute or relative |
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140 # to the directory containing this config file. |
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141 # Default: |
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142 pidfile = |
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143 |
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144 # Log file path. If unset, log to stderr. |
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145 # The path may be either absolute or relative |
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146 # to the directory containing this config file. |
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147 # Default: |
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148 logfile = |
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149 |
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150 # Set processing of each request in separate subprocess. |
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151 # Allowed values: debug, none, thread, fork. |
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152 # Default: fork |
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153 multiprocess = fork |
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154 |
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155 # Tracker index template. If unset, built-in will be used. |
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156 # The path may be either absolute or relative |
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157 # to the directory containing this config file. |
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158 # Default: |
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159 template = |
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160 |
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161 # Enable SSL support (requires pyopenssl) |
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162 # Allowed values: yes, no |
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163 # Default: no |
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164 ssl = no |
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165 |
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166 # PEM file used for SSL. A temporary self-signed certificate |
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167 # will be used if left blank. |
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168 # The path may be either absolute or relative |
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169 # to the directory containing this config file. |
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170 # Default: |
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171 pem = |
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172 |
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173 # Comma separated list of extra headers that should |
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174 # be copied into the CGI environment. |
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175 # E.G. if you want to access the REMOTE_USER and |
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176 # X-Proxy-User headers in the back end, |
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177 # set to the value REMOTE_USER,X-Proxy-User. |
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178 # Allowed values: comma-separated list of words |
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179 # Default: |
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180 include_headers = |
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181 |
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182 # Change to HTTP/1.0 if needed. This disables keepalive. |
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183 # Default: HTTP/1.1 |
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184 http_version = HTTP/1.1 |
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185 |
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186 # Roundup trackers to serve. |
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187 # Each option in this section defines single Roundup tracker. |
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188 # Option name identifies the tracker and will appear in the URL. |
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189 # Option value is tracker home directory path. |
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190 # The path may be either absolute or relative |
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191 # to the directory containing this config file. |
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192 [trackers] |
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193 |
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194 demo = /trackers/demo |
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195 sysadmin = /trackers/sysadmin |
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196 |
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197 Additional notes for each keyword: |
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198 |
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199 **template** |
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200 Specifies a template used for displaying the tracker index when |
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201 multiple trackers are being used. It is processed by TAL and |
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202 the variable "trackers" is available to the template and is a |
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203 dict of all configured trackers. |
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204 **ssl** |
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205 Enables use of SSL to secure the connection to the |
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206 roundup-server. In most cases, you will want to run a |
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207 real web server (Apache, Nginx) as a proxy to |
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208 roundup-server running without SSL. The real web server |
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209 can filter/rate limit/firewall requests to roundup-server. |
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210 If you enable this, ensure that your tracker's config.ini specifies |
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211 an *https* URL. See roundup-server.1 man page for |
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212 additional information. |
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213 **pem** |
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214 If specified, the SSL PEM file containing the private key and certificate. |
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215 The file must include both the private key and certificate with appropriate |
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216 headers (e.g. ``-----BEGIN PRIVATE KEY-----``, |
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217 ``-----END PRIVATE KEY-----`` and |
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218 ``-----BEGIN CERTIFICATE-----``, |
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219 ``-----END CERTIFICATE-----``. |
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220 If not specified, roundup will generate a temporary, self-signed certificate |
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221 for use. |
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222 **trackers** section |
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223 Each line denotes a mapping from a URL component to a tracker home. |
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224 Make sure the name part doesn't include any url-unsafe characters like |
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225 spaces. Stick to alphanumeric characters and you'll be ok. |
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226 |
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227 To generate a config.ini in the current directory from the |
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228 roundup-server command line use:: |
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229 |
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230 roundup_server -p 8017 -u roundup --save-config demo=/trackers/demo \ |
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231 sysadmin=/trackers/sysadmin |
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232 |
| 7334 | 233 Note it will save an old config.ini file to config.bak and create a |
| 234 new config.ini. The file is recreated from scratch ignoring the | |
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235 contents of the current config.ini. You may need to merge the backup |
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236 and config files. save-config doesn't attempt to load or verify an |
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237 existing config.ini. Running this in a tracker home directory will |
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238 move the exsiting config.ini to config.bak and replace it with the |
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239 roundup-server's config.ini. This will make the tracker in the |
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240 directory fail to start util the original config.ini is restored. |
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241 |
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242 Configuring Compression |
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243 ======================= |
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244 |
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245 Roundup will compress HTTP responses to clients on the fly. Dynamic, |
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246 on the fly, compression is enabled by default, to disable it set:: |
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247 |
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248 [web] |
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249 ... |
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250 dynamic_compression = No |
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251 |
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252 in the tracker's ``config.ini``. You should disable compression if |
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253 your proxy (e.g. nginx or apache) or wsgi server (uwsgi) is configured |
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254 to compress responses on the fly. The python standard library includes |
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255 gzip support. For brotli or zstd you will need to install packges. See |
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256 the `installation documentation`_ for details. |
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257 |
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258 Some assets will not be compressed on the fly. Assets with mime types |
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259 of "image/png" or "image/jpeg" will not be compressed. You |
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260 can add mime types to the list by using ``interfaces.py`` as discussed |
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261 in the `customisation documentation`_. As an example adding:: |
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262 |
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263 from roundup.cgi.client import Client |
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264 |
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265 Client.precompressed_mime_types.append('application/zip`) |
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266 |
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267 to ``interfaces.py`` will prevent zip files from being compressed. |
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268 |
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269 Any content less than 100 bytes in size will not be compressed (e.g |
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270 errors messages, short json responses). |
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271 |
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272 Zstd will be used if the client can understand it, followed by brotli |
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273 then gzip encoding. Currently the preference order is hard coded into |
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274 the server and not parsed using ``q`` values from the client's |
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275 Accept-Encoding header. This is an area for improvement. |
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276 |
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277 In addition to dynamic compression, static files/assets accessed using |
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278 ``@@file`` can be pre-compressed. This reduces CPU load on the server |
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279 and reduces the time required to respond to the client. By default |
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280 searching for pre-compressed files is disabled. To enable it set:: |
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281 |
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282 [web] |
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283 ... |
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284 use_precompressed_files = Yes |
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285 |
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286 in the tracker's ``config.ini`` file. Then you can create a |
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287 precompressed file and it will be served if the client is able to |
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288 accept it. For a file ``.../@@file/library.js`` you can create:: |
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289 |
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290 tracker_home/html/library.js.gzip |
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291 tracker_home/html/library.js.br |
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292 tracker_home/html/library.js.zstd |
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293 |
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294 which should be created by using (respectively):: |
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295 |
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296 gzip --keep --suffix .gzip library.js |
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297 brotli library.js |
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298 zstd library.js && mv library.js.zst library.js.zstd |
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299 |
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300 see the man pages for options that control compression level. Note |
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301 that some levels require additional memory on the client side, so you |
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302 may not always want to use the highest compression available. |
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303 |
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304 A pre-compressed file will not be used if its modified date is earlier |
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305 than the uncompressed file. For example, if ``library.js.gzip`` is |
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306 older (has earlier modification date) than ``library.js``, |
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307 ``library.js.gzip`` will be ignored. ``library.js`` will be |
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308 served instead. ``library.js`` will be dynamically compressed on the |
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309 fly and a warning message will be logged. |
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310 |
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311 Precompressed files override dynamic compression. For example, assume |
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312 the client can accept brotli and gzip. If there are no precompressed |
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313 files, the data will be compressed dynamically (on the fly) using |
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314 brotli. If there is a precompressed gzip file present the client will |
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315 get the gzip version and not a brotli compressed version. This |
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316 mechanism allows the admin to allow use of brotli and zstd for |
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317 dynamic content, but not for static content. |
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318 |
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319 Adding a Web Content Security Policy (CSP) |
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320 ========================================== |
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321 |
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322 A Content Security Policy (`CSP`_) adds a layer of security to |
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323 Roundup's web interface. It makes it more difficult for an |
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324 attacker to compromise Roundup. By default Roundup does not add |
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325 a CSP. If you need to implement a CSP, this section will help you |
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326 understand how to add one and document the current level of |
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327 support for CSP in Roundup. |
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328 |
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329 Roundup's web interface has remained mostly unchanged since it |
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330 was created over a decade ago. Current releases have been slowly |
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331 modernizing the HTML to improve security. There are still some |
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332 improvements that need to happen before the tightest CSP |
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333 configurations can be used. |
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334 |
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335 Writing a CSP is complex. This section just touches on how to |
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336 create and install a CSP to improve security. Some of it might |
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337 break functionality. |
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338 |
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339 There are two ways to add a CSP: |
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340 |
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341 1. a fixed CSP added by a server |
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342 2. a dynamic CSP added by Roundup |
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343 |
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344 Fixed CSP |
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345 --------- |
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346 |
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347 If you are using a web server (Apache, Nginx) to run Roundup, you can |
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348 add a ``Content-Security-Policy`` header using that server. WSGI |
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349 servers like uWSGI can also be configured to add headers. An example |
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350 header would look like:: |
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351 |
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352 Content-Security-Policy: default-src 'self' 'unsafe-inline' 'strict-dynamic'; |
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353 |
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354 One thing that may need to be included is the ``unsafe-inline``. |
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355 The default templates use ``onload``, ``onchange``, ``onsubmit``, |
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356 and ``onclick`` JavaScript handlers. Without ``unsafe-inline`` |
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357 these won't work and popup helpers will not work. Sadly the use |
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358 of ``unsafe-inline`` is a pretty big hole in this CSP. You can |
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359 set the hashes for all the JavaScript handlers in the CSP. Then |
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360 replace ``unsafe-inline`` with ``unsafe-hashes`` to help close |
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361 this hole, but has its own issues. See `remediating |
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362 unsafe-inline`_ for another way to mitigate this. |
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363 |
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364 The inclusion of ``strict-dynamic`` allows trusted JavaScript |
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365 files that are downloaded from Roundup to make changes to the web |
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366 interface. These changes are also trusted code that will be run |
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367 when invoked. |
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368 |
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369 More secure CSPs can also be created. However because of the ability |
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370 to customize the web interface, it is difficult to provide guidance. |
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371 |
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372 Dynamic CSP |
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373 ----------- |
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374 |
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375 Roundup creates a cryptographic nonce for every client request. The |
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376 nonce is the value of the ``client.client_nonce`` property. |
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377 |
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378 By changing the templates to use the nonce, we can better secure the |
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379 Roundup instance. However the nonce has to be set in the CSP returned |
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380 by Roundup. |
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381 |
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382 One way to do this is to add a templating utility to the extensions |
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383 directory that generates the CSP on the fly. For example:: |
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384 |
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385 default_security_headers = { |
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386 'Content-Security-Policy': ( |
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387 "default-src 'self'; " |
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388 "base-uri 'self'; " |
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389 "script-src https: 'nonce-{nonce}' 'strict-dynamic'; " |
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390 "style-src 'self' 'nonce-{nonce}'; " |
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391 "img-src 'self' data:; " |
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392 "frame-ancestors 'self'; " |
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393 "object-src 'self' 'nonce-{nonce}'; " |
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394 ), |
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395 } |
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396 |
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397 |
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398 def AddHtmlHeaders(client, header_dict=None): |
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399 ''' Generate https headers from dict use default security headers |
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400 |
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401 Setting the header with a value of None will not inject the |
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402 header and can override the default set. |
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403 |
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404 Header values will be formatted with a dictionary including a |
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405 nonce. Use to set a nonce for inline scripts. |
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406 ''' |
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407 try: |
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408 if client.client_nonce is None: |
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409 # logger.warning("client_nonce is None") |
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410 client.client_nonce = client.session_api._gen_sid() |
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411 except AttributeError: |
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412 # client.client_nonce doesn't exist, create it |
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413 # logger.warning("client_nonce does not exist, creating") |
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414 client.client_nonce = client.session_api._gen_sid() |
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415 |
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416 headers = default_security_headers.copy() |
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417 if isinstance(header_dict, dict): |
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418 headers.update(header_dict) |
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419 |
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420 client_headers = client.additional_headers |
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421 |
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422 for header, value in list(headers.items()): |
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423 if value is None: |
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424 continue |
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425 client_headers[header] = value.format( |
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426 nonce=client.client_nonce) |
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427 |
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428 def init(instance): |
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429 instance.registerUtil('AddHtmlHeaders', AddHtmlHeaders) |
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430 |
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431 |
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432 Adding the following to ``page.html`` right after the opening |
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433 ``<html....`>`` tag:: |
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434 |
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435 <tal:code tal:content="python:utils.AddHtmlHeaders(request.client)" /> |
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436 |
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437 will invoke ``AddHtmlHeaders()`` to add the CSP header with the nonce. |
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438 |
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439 With this set of CSP headers, all style, script and object tags will |
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440 need a ``nonce`` attribute. This can be added by changing:: |
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441 |
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442 <script src="javascript.js"></script> |
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443 |
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444 to:: |
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445 |
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446 <script |
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447 tal:attributes="nonce request/client/client_nonce" |
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448 src="javascript.js"></script> |
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449 |
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450 for each script, object or style tag. |
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451 |
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452 Remediating ``unsafe-inline`` |
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453 ----------------------------- |
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454 .. _remediating unsafe-inline: |
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455 |
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456 Using a trusted script to set event handlers to replace the ``onX`` |
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457 handlers allows removal of the ``unsafe-inline`` handlers. If you |
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458 remove ``unsafe-inline`` the ``onX`` handlers will not run. However |
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459 you can use the label provided by the ``onX`` attribute to securely |
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460 enable a callback function. |
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461 |
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462 This method is a work in progress. As an example proof of concept, |
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463 adding this "decorator" script at the end of page.html:: |
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464 |
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465 <script tal:attributes="nonce request/client/client_nonce"> |
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466 /* set submit event listener on forms that have an |
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467 onsubmit (case insensitive) attribute */ |
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468 forms = document.querySelectorAll(form[onsubmit]) |
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469 for (let form of f) { |
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470 form.addEventListener('submit', |
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471 () => submit_once()); |
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472 }; |
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473 </script> |
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474 |
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475 will set callback for the submit even on any form that has an onsubmit |
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476 attribute to ``submit_once()``. ``submit_once`` is defined in Roundup's |
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477 base_javascript and is generated with a proper nonce. |
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478 |
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479 By including the nonce in the dynamic CSP, we can use our trusted |
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480 "decorator" script to add event listeners. These listeners will call |
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481 the trusted function in base_javascript to replace the ignored ``onX`` |
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482 handlers. |
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483 |
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484 .. _CSP: https://developer.mozilla.org/en-US/docs/Web/HTTP/CSP |
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485 |
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486 Configuring native-fts Full Text Search |
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487 ======================================= |
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488 |
| 6612 | 489 Roundup release 2.2.0 supports database-native full text search. |
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490 SQLite (minimum version 3.9.0) with FTS5 and PostgreSQL (minimum |
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491 version 11.0) with websearch_to_tsvector are supported. |
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492 |
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493 To enable this method, change the ``indexer`` setting in the tracker's |
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494 config.ini to ``native-fts``. Then reindex using ``roundup-admin -i |
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495 tracker_home reindex``. The amount of time it takes to reindex |
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496 depends on the amount of data in your tracker, the speed of your |
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497 disks, etc. It can take hours. |
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498 |
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499 SQLite details |
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500 -------------- |
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501 |
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502 The SQLite native-fts changes the full text search query a little bit. |
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503 For the other search methods, the search terms are split on white |
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504 space and each item in the index: a field (e.g. title), message |
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505 content and file content is searched for all the terms. If any term is |
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506 missing that item is ignored. Once the items are found they are mapped |
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507 to an issue and the normal issue index is displayed. |
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508 |
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509 When using FTS5, the search terms can use the full text search query |
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510 language described at: |
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511 https://www.sqlite.org/fts5.html#full_text_query_syntax. This |
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512 supports: |
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513 |
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514 * plain word search (joined with and similar to other search methods) |
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515 * phrase search with terms enclosed in quotes (``"``) |
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516 * proximity search with varying distances using ``NEAR()`` |
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517 * boolean operations by grouping with parentheses and using ``AND`` |
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518 and ``OR`` |
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519 * exclusion using ``NOT`` |
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520 * prefix searching by prefixing the term with``^`` |
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521 |
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522 All of the data that is indexed is in a single column, so when column |
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523 specifiers are used they usually result in an error which is detected |
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524 and an enhanced error message is produced. |
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525 |
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526 Unlike the native, xapian and whoosh indexers there is no |
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527 limit to the length of terms that are indexed. Also |
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528 stopwords are indexed but ignored when searching if they are |
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529 the only word in the search. So a search for "the" will |
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530 return no results but "the book" will return |
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531 results. Pre-filtering the stopwords when indexing would |
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532 break proximity and phrase searching. This may be helpful or |
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533 problematic for your particular tracker. |
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534 |
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535 To support the most languages available, the unicode61 tokenizer is |
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536 used without porter stemming. Using the ``indexer_language`` setting |
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537 to enable stemming for ``english`` is not available in this |
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538 implementation. Also ranking information is not used in this |
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539 implementation. These are areas for improvement. |
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540 |
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541 PostgreSQL info |
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542 --------------- |
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543 |
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544 The PostgreSQL native-fts changes the full text search query a little |
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545 bit. When using PostgreSQL full text search, two different query |
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546 languages are supported. |
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547 |
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548 1. websearch - described at the end of |
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549 `Parsing Queries`_ under websearch_to_tsquery. This is the default. |
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550 |
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551 2. tsquery - described at the beginning of `Parsing Queries`_ with |
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552 to_tsquery. It is enabled by starting the search phrase with ``ts:``. |
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553 |
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554 .. _Parsing Queries: \ |
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555 https://www.postgresql.org/docs/14/textsearch-controls.html#TEXTSEARCH-PARSING-QUERIES |
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556 |
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557 Websearch provides a more natural style of search and supports: |
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558 |
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559 * plain word search (stemmed in most cases) |
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560 * phrase search with terms enclosed in quotes (``"``) |
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561 * exclusion by prefixing a term/phrase with ``-`` |
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562 * alternative/or searching with ``or`` between terms |
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563 * ignores non-word characters including punctuation |
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564 |
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565 Tsquery supports: |
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566 |
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567 * a strict query syntax |
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568 * plain word search |
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569 * phrase search with the ``<->`` operator or enclosing the phrase in |
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570 ``'`` single quotes (note this will use a stemmer on the terms |
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571 in the phrase). |
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572 * proximity search with varying distances using ``<N>`` |
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573 * boolean operations by grouping with parentheses and using ``&`` |
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574 and ``|`` |
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575 * exclusion using ``!`` |
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576 * prefix searching using ``:*`` at the end of the prefix |
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577 |
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578 All of the data that is indexed is in a single column and input |
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579 weighing is not used. |
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580 |
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581 Depending on the FTS configuration (determined by the |
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582 ``indexer_language`` setting), stopwords are supported. PostgreSQL |
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583 takes the stopwords into account when calculating the data needed for |
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584 proximity/near searches. Like SQLite FTS, there is no limit to the |
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585 length of terms that are indexed. Again this may be helpful or |
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586 problematic for your particular tracker. |
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587 |
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588 The config.ini ``indexer_language`` setting is used to define the |
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589 configuration used for indexing. For example with the default |
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590 ``english`` setting a snowball stemmer (english_stem) is used. So |
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591 words like 'drive' and 'driving' and 'drive-in' will all match a |
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592 search for 'drive' but will not match 'driver'. |
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593 |
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594 The indexer_language is used as the configuration name for every call |
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595 to the text search functions (to_tsvector, to_tsquery). Changing this |
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596 requires reindexing. |
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597 |
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598 The `configuration list can be obtained using using psql's`_ |
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599 ``\dF`` command. |
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600 |
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601 .. _configuration list can be obtained using using psql's: \ |
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602 https://www.postgresql.org/docs/current/textsearch-psql.html |
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603 |
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604 Roundup includes a hardcoded list for all languages supported by |
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605 PostgreSQL 14.1. The list includes 5 custom "languages" |
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606 ``custom1`` ... ``custom5`` to allow you to set up your `own textsearch |
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607 configuration`_ using one of the custom names. Depending on your |
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608 PostgreSQL version, we may allow an invalid language to be configured. |
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609 You will see an error about ``text search configuration ... does not |
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610 exist``. |
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611 |
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612 .. _own textsearch configuration: \ |
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613 https://www.postgresql.org/docs/14/textsearch-configuration.html |
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614 |
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615 It may be possible to append to this list using the tracker's |
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616 interfaces.py. For details, see ``test/test_indexer.py`` in the |
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617 roundup distribution and search for ``valid_langs``. If you succeed |
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618 please email roundup-users AT lists.sourceforge.net with a description |
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619 of your success. |
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620 |
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621 After changing the configuration language, you must reindex the |
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622 tracker since the index must match the configuration language used for |
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623 querying. |
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624 |
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625 Also there are various `dictionaries`_ that allow you to: |
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626 |
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627 * add stopwords |
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628 * override stemming for a term |
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629 * add synonyms (e.g. a search for "pg" can also match 'psql' |
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630 "postgresql") |
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631 * add terms that expand/contract the search space (Thesaurus |
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632 dictionary) |
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633 * additional transforms |
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634 |
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635 .. _dictionaries: https://www.postgresql.org/docs/14/textsearch-dictionaries.html |
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636 |
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637 Use of these is beyond this documentation. Please visit the |
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6606
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638 appropriate PostgreSQL documents. The following my also be helpful: |
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639 |
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640 * https://rachbelaid.com/postgres-full-text-search-is-good-enough/ |
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6604
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641 |
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642 Ranking information is not used in this implementation. Also stop |
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643 words set in config.ini are ignored. These are areas for improvement. |
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644 |
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645 Cleaning up old native indexes |
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646 ------------------------------ |
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647 |
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648 If you are happy with the database fts indexing, you can save some space by |
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649 removing the data from the native text indexing tables. This requires |
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650 using the ``sqlite3`` or ``psql`` commands to execute SQL to delete the |
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651 rows in the ``__textids`` and ``__words`` tables. You can do this with |
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652 the following SQL commands:: |
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653 |
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654 delete from __words; |
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655 delete from __textids; |
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656 |
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657 Note this deletes data from the tables and does *not* delete |
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658 the table. This allows you to revert to Roundup's native |
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659 full text indexing on SQLite or Postgres. If you were to |
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660 delete the tables, Roundup will not recreate the |
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661 tables. Under PostgreSQL, you can use the ``truncate |
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662 <tablename>`` command if you wish. |
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663 |
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664 Configuring Session Databases |
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665 ============================= |
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666 |
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667 The session and OTK (one time key) databases |
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668 store information about the operation of Roundup. |
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669 This ephemeral data: |
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670 |
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671 * web login session keys, |
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672 * CSRF tokens, |
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673 * email password recovery one time keys, |
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674 * rate limiting data, |
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675 * ... |
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676 |
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677 can be a performance bottleneck. It usually happens with |
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678 anydbm or SQLite backends. PostgreSQL and MySQL are |
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|
679 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
|
680 transaction rates. |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
681 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
682 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
|
683 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
|
684 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
|
685 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
686 The following table shows which primary databases support |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
687 different session database backends:: |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
688 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
689 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
690 main\/ session>| anydbm | sqlite | redis | mysql | postgresql | |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
691 anydbm | D | | X | | | |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
692 sqlite | X | D | X | | | |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
693 mysql | | | | D | | |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
694 postgresql | | | | | D | |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
695 --------------------------------------------------------------+ |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
696 D - default if unconfigured, X - compatible choice |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
697 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
698 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
|
699 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
|
700 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
701 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
|
702 --------------------------------- |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
703 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
704 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
|
705 |
|
6819
1319ab13f286
redis works with python 2.7 too.
John Rouillard <rouilj@ieee.org>
parents:
6814
diff
changeset
|
706 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
|
707 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
|
708 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
|
709 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
710 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
|
711 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
|
712 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
|
713 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
|
714 ``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
|
715 ``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
|
716 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
717 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
718 For example:: |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
719 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
720 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
|
721 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
722 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
|
723 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
|
724 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
|
725 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
|
726 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
|
727 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
|
728 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
|
729 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
730 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
|
731 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
|
732 ``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
|
733 parameters:: |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
734 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
735 ssl_cert_reqs=required&ssl_ca_certs=/path/to/custom/ca-cert |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
736 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
737 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
|
738 SSL certificate. `Securing Redis`_ has more details. |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
739 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
740 .. _Redis: https://redis.io |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
741 .. _redis-py: https://pypi.org/project/redis/ |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
742 .. _Securing Redis: https://redis.io/docs/manual/security/ |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
743 |
|
6458
8f1b91756457
issue2551147 - Enable compression of http responses in roundup.
John Rouillard <rouilj@ieee.org>
parents:
6436
diff
changeset
|
744 |
|
2003
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
745 Users and Security |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
746 ================== |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
747 |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
748 Roundup holds its own user database which primarily contains a username, |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
749 password and email address for the user. Roundup *must* have its own user |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
750 listing, in order to maintain internal consistency of its data. It is a |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
751 relatively simple exercise to update this listing on a regular basis, or on |
|
4891
ad3d628e73f2
docs: Link custom authentication examples in admin guide
anatoly techtonik <techtonik@gmail.com>
parents:
4890
diff
changeset
|
752 demand, so that it matches an external listing (eg. |
|
ad3d628e73f2
docs: Link custom authentication examples in admin guide
anatoly techtonik <techtonik@gmail.com>
parents:
4890
diff
changeset
|
753 :ref:`unix passwd file<external-authentication>`, |
|
6265
b2eb59ada444
Replace http:....roundup-tracker.org with https. Also fix wiki links.
John Rouillard <rouilj@ieee.org>
parents:
6227
diff
changeset
|
754 `LDAP <https://wiki.roundup-tracker.org/LDAPLogin>`_, etc.) |
|
2003
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
755 |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
756 Roundup identifies users in a number of ways: |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
757 |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
758 1. Through the web, users may be identified by either HTTP Basic |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
759 Authentication or cookie authentication. If you are running the web |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
760 server (roundup-server) through another HTTP server (eg. apache or IIS) |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
761 then that server may require HTTP Basic Authentication, and it will pass |
|
6436
1f2f7c0b8968
issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents:
6344
diff
changeset
|
762 the ``REMOTE_USER`` variable (or variable defined using |
|
1f2f7c0b8968
issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents:
6344
diff
changeset
|
763 http_auth_header) through to Roundup. If this variable is not |
|
2003
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
764 present, then Roundup defaults to using its own cookie-based login |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
765 mechanism. |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
766 2. In email messages handled by roundup-mailgw, users are identified by the |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
767 From address in the message. |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
768 |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
769 In both cases, Roundup's behaviour when dealing with unknown users is |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
770 controlled by Permissions defined in the "SECURITY SETTINGS" section of the |
|
2983
9614a101b68f
Stuff from the train ride this morning:
Richard Jones <richard@users.sourceforge.net>
parents:
2921
diff
changeset
|
771 tracker's ``schema.py`` module: |
|
2003
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
772 |
|
6751
2f7b653b7d6f
Replace old Web Registration/Email Registration with modern equiv.
John Rouillard <rouilj@ieee.org>
parents:
6727
diff
changeset
|
773 Web Access and Register |
|
2003
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
774 If granted to the Anonymous Role, then anonymous users will be able to |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
775 register through the web. |
|
6751
2f7b653b7d6f
Replace old Web Registration/Email Registration with modern equiv.
John Rouillard <rouilj@ieee.org>
parents:
6727
diff
changeset
|
776 Email Access and Register |
|
2003
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
777 If granted to the Anonymous Role, then email messages from unknown users |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
778 will result in those users being registered with the tracker. |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
779 |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
780 More information about how to customise your tracker's security settings |
|
7354
692242b3effd
initial pass to change references to reference doc where needed.
John Rouillard <rouilj@ieee.org>
parents:
7335
diff
changeset
|
781 may be found in the `reference documentation`_. |
|
2003
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
782 |
|
6436
1f2f7c0b8968
issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents:
6344
diff
changeset
|
783 Configuring Authentication Header/Variable |
|
1f2f7c0b8968
issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents:
6344
diff
changeset
|
784 ------------------------------------------ |
|
1f2f7c0b8968
issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents:
6344
diff
changeset
|
785 |
|
7238
98d7936d97a3
Add section on configuring Content Security Policy (CSP)
John Rouillard <rouilj@ieee.org>
parents:
7093
diff
changeset
|
786 The front end server running Roundup can perform the user |
|
6436
1f2f7c0b8968
issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents:
6344
diff
changeset
|
787 authentication. It pass the authenticated username to the backend in a |
|
1f2f7c0b8968
issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents:
6344
diff
changeset
|
788 variable. By default roundup looks for the ``REMOTE_USER`` variable |
|
1f2f7c0b8968
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789 This can be changed by setting the parameter ``http_auth_header`` in the |
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790 ``[web]`` section of the tracker's ``config.ini`` file. If the value |
|
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791 is unset (the default) the REMOTE_USER variable is used. |
|
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792 |
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793 If you are running roundup using ``roundup-server`` behind a proxy |
|
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794 that authenticates the user you need to configure ``roundup-server`` to |
|
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795 pass the proper header to the tracker. By default ``roundup-server`` |
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796 looks for the ``REMOTE_USER`` header for the authenticated user. You |
|
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797 can copy an arbitrary header variable to the tracker using the ``-I`` |
|
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798 option to roundup-server (or the equivalent option in the |
|
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799 roundup-server config file). |
|
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800 |
|
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801 For example to use the ``uid_variable`` header, two configuration |
|
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802 changes are needed: First configure ``roundup-server`` to pass the |
|
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803 header to the tracker using:: |
|
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804 |
|
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805 roundup-server -I uid_variable .... |
|
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806 |
|
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807 note that the header is passed exactly as supplied by the upstream |
|
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808 server. It is **not** prefixed with ``HTTP_`` like other headers since |
|
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809 you are explicitly whitelisting the header. Multiple comma separated |
|
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810 headers can be passed to the ``-I`` option. These could be used in a |
|
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|
811 detector or other tracker extensions, but only one header can be used |
|
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812 by the tracker as an authentication header. |
|
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813 |
|
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814 To make the tracker honor the new variable changing the tracker |
|
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815 ``config.ini`` to read:: |
|
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816 |
|
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817 [web] |
|
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818 ... |
|
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819 http_auth_header = uid_variable |
|
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820 |
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821 At the time this is written, support is experimental. If you use it |
|
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822 you should notify the roundup maintainers using the roundup-users |
|
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823 mailing list. |
|
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824 |
|
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825 |
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826 Securing Secrets |
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827 ================ |
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828 |
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829 Roundup can read secrets from a file that is referenced from any |
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830 of the config.ini files. If you use Docker, you can bind mount |
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831 the files from a secure location, or store them in a subdirectory |
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832 of the tracker home. |
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|
833 |
|
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834 You can also use a secrets management tool like Docker Swarm's |
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835 secrets management. This example config.ini configuration gets |
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836 the database password from a file populated by Swarm secrets:: |
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837 |
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838 [rdbms] |
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839 # Database user password. |
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840 # A string that starts with 'file://' is interpreted as a file |
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841 # path relative to the tracker home. Using 'file:///' defines |
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842 # an absolute path. The first line of the file will be used as |
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843 # the value. Any string that does not start with 'file://' is |
|
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844 # used as is. It removes any whitespace at the end of the |
|
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845 # line, so a newline can be put in the file. |
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846 # |
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847 # Default: roundup |
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848 password = file:///run/secrets/db_password |
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849 |
|
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|
850 assuming that Docker Swarm secrets has the key ``db_password`` |
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851 and the ``--secret db_password`` option is used when starting the |
|
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852 Roundup service. |
|
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853 |
|
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854 Because environment variables can be inadvertently exposed in |
|
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855 logs or process listings, Roundup does not currently support |
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856 loading secrets from environment variables. |
|
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|
857 |
|
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858 Tasks |
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|
859 ===== |
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860 |
|
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861 Maintenance of Roundup can involve one of the following: |
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862 |
|
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863 1. `tracker backup`_ |
|
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864 2. `software upgrade`_ |
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865 3. `migrating backends`_ |
|
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866 4. `moving a tracker`_ |
| 3250 | 867 5. `migrating from other software`_ |
|
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868 6. `adding a user from the command-line`_ |
|
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869 |
|
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870 |
|
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|
871 Tracker Backup |
|
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872 -------------- |
|
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873 |
|
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874 The roundup-admin import and export commands are **not** recommended for |
|
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875 performing backup. |
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876 |
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877 Optionally stop the web and email frontends and to copy the contents of the |
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878 tracker home directory to some other place using standard backup tools. |
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879 This means using |
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880 *pg_dump* to take a snapshot of your Postgres backend database, for example. |
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881 A simple copy of the tracker home (and files storage area if you've configured |
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|
882 it to be elsewhere) will then complete the backup. |
|
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883 |
|
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|
884 |
|
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885 Software Upgrade |
|
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886 ---------------- |
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887 |
| 6781 | 888 .. _make a backup: #tracker-backup |
| 889 | |
| 890 Always `make a backup`_ of your tracker before upgrading software. | |
| 891 Steps you may take: | |
|
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892 |
|
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893 1. Install pytest and ensure that the unit tests run on your system |
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894 (using your preferred python version):: |
| 2474 | 895 |
|
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896 pip2 install pytest |
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897 python2 -m pytest test/ |
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898 |
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899 |
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900 pip3 install pytest |
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901 python3 -m pytest test/ |
| 2474 | 902 |
|
2387
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*** empty log message ***
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|
903 2. If you're using an RDBMS backend, make a backup of its contents now. |
|
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904 3. Make a backup of the tracker home itself. |
|
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905 4. Stop the tracker web and email frontends. |
|
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906 5. Install the new version of the software:: |
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907 |
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908 python setup.py install |
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909 |
| 6781 | 910 6. Follow the steps in the `upgrading documentation`_ for all the |
|
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911 versions between your original version and the new version. |
|
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|
912 |
| 6781 | 913 Usually you should run `roundup_admin -i <tracker_home> migrate` |
| 914 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
|
915 |
|
3230f9c88086
Fix race condition for key properties in rdbms backends [SF#1876683]
Richard Jones <richard@users.sourceforge.net>
parents:
3959
diff
changeset
|
916 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
|
917 habit. |
|
4014
b80224c1f4e3
fix poor docs
Richard Jones <richard@users.sourceforge.net>
parents:
3963
diff
changeset
|
918 7. Restart your tracker web and email frontends. |
|
2003
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parents:
diff
changeset
|
919 |
| 2474 | 920 If something bad happens, you may reinstate your backup of the tracker and |
| 921 reinstall the older version of the sofware using the same install command:: | |
| 922 | |
| 923 python setup.py install | |
| 924 | |
| 6163 | 925 .. 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
|
926 single: roundup-admin; import and export |
| 6163 | 927 |
|
2003
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parents:
diff
changeset
|
928 Migrating Backends |
|
a291bf753037
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diff
changeset
|
929 ------------------ |
|
a291bf753037
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
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|
930 |
|
3781
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
changeset
|
931 1. Stop the existing tracker web and email frontends (preventing changes). |
|
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
changeset
|
932 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
|
933 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
|
934 `issue1441336 <https://issues.roundup-tracker.org/issue1441336>`_ |
|
4f74b97dddcd
Doc how to export on windows.
John Rouillard <rouilj@ieee.org>
parents:
5300
diff
changeset
|
935 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
|
936 export data.) |
|
3781
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
changeset
|
937 3. Copy the tracker home to a new directory. |
|
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
changeset
|
938 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
|
939 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
|
940 section of the tracker's ``config.ini`` file. |
|
3781
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
changeset
|
941 6. Use the roundup-admin "import" command to import the previous export with |
|
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
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|
942 the new tracker home. If non-interactively:: |
|
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
changeset
|
943 |
|
e03014a96a95
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Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
changeset
|
944 roundup-admin -i <tracker home> import <tracker export dir> |
|
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
changeset
|
945 |
|
4567
32b24abfe98e
Documentation polishing.
Eric S. Raymond <esr@thyrsus.com>
parents:
4489
diff
changeset
|
946 If interactively, enter 'commit' before exiting. |
|
3781
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
changeset
|
947 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
|
948 backend. |
|
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
changeset
|
949 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
|
950 move the new tracker home into its place. |
|
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
changeset
|
951 9. Restart web and email frontends. |
|
2003
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
952 |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
953 |
|
a291bf753037
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parents:
diff
changeset
|
954 Moving a Tracker |
|
a291bf753037
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
955 ---------------- |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
956 |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
957 If you're moving the tracker to a similar machine, you should: |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
958 |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
959 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
|
960 2. stop the existing tracker web and email frontends (preventing changes), |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
961 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
|
962 4. start the tracker web and email frontends on the new machine. |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
963 |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
964 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
|
965 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
|
966 moved using the above steps) then you'll need to: |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
967 |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
968 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
|
969 2. stop the existing tracker web and email frontends (preventing changes), |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
970 3. use the roundup-admin tool "export" command to export the contents of |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
971 the existing tracker, |
|
a291bf753037
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
972 4. copy the export to the new machine, |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
973 5. use the roundup-admin "import" command to import the tracker on the new |
|
a291bf753037
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
974 machine, and |
|
a291bf753037
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
975 6. start the tracker web and email frontends on the new machine. |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
976 |
| 6163 | 977 .. index:: |
| 978 pair: roundup; migrate from other bugtracker software | |
|
2003
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maintenance -> admin guide
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parents:
diff
changeset
|
979 |
| 3250 | 980 Migrating From Other Software |
| 981 ----------------------------- | |
| 982 | |
| 983 You have a couple of choices. You can either use a CSV import into Roundup, | |
| 984 or you can write a simple Python script which uses the Roundup API | |
| 985 directly. The latter is almost always simpler -- see the "scripts" | |
| 986 directory in the Roundup source for some example uses of the API. | |
| 987 | |
|
3780
158e31bbf86a
recent patch had lines longer than 80 chars - rewrap; trim trailing spaces
Alexander Smishlajev <a1s@users.sourceforge.net>
parents:
3779
diff
changeset
|
988 "roundup-admin import" will import data into your tracker from a |
| 3250 | 989 directory containing files with the following format: |
| 990 | |
| 991 - one colon-separated-values file per Class with columns for each property, | |
| 992 named <classname>.csv | |
| 993 - one colon-separated-values file per Class with journal information, | |
| 994 named <classname>-journals.csv (this is required, even if it's empty) | |
|
3780
158e31bbf86a
recent patch had lines longer than 80 chars - rewrap; trim trailing spaces
Alexander Smishlajev <a1s@users.sourceforge.net>
parents:
3779
diff
changeset
|
995 - if the Class is a FileClass, you may have the "content" property |
| 3250 | 996 stored in separate files from the csv files. This goes in a directory |
| 997 structure:: | |
| 998 | |
| 999 <classname>-files/<N>/<designator> | |
| 1000 | |
| 1001 where ``<designator>`` is the item's ``<classname><id>`` combination. | |
| 1002 The ``<N>`` value is ``int(<id> / 1000)``. | |
| 1003 | |
| 1004 | |
| 6163 | 1005 .. index:: pair: roundup-admin; managing users |
| 1006 | |
|
3341
df693c0aaba9
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parents:
3282
diff
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|
1007 Adding A User From The Command-Line |
|
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parents:
3282
diff
changeset
|
1008 ----------------------------------- |
|
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|
1009 |
|
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parents:
3282
diff
changeset
|
1010 The ``roundup-admin`` program can create any data you wish to in the |
|
df693c0aaba9
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parents:
3282
diff
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|
1011 database. To create a new user, use:: |
|
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diff
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|
1012 |
|
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diff
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|
1013 roundup-admin create user |
|
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parents:
3282
diff
changeset
|
1014 |
|
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diff
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|
1015 To figure out what good values might be for some of the fields (eg. Roles) |
|
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parents:
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|
1016 you can just display another user:: |
|
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parents:
3282
diff
changeset
|
1017 |
|
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diff
changeset
|
1018 roundup-admin list user |
|
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parents:
3282
diff
changeset
|
1019 |
|
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parents:
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diff
changeset
|
1020 (or if you know their username, and it happens to be "richard"):: |
|
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parents:
3282
diff
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|
1021 |
|
6176
d25638d1826c
Add roundup-admin filter command; fix bad doc example; add tests
John Rouillard <rouilj@ieee.org>
parents:
6175
diff
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|
1022 roundup-admin filter user username=richard |
|
3341
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parents:
3282
diff
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|
1023 |
|
6176
d25638d1826c
Add roundup-admin filter command; fix bad doc example; add tests
John Rouillard <rouilj@ieee.org>
parents:
6175
diff
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|
1024 then using the user id (e.g. 5) you get from one of the above |
|
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John Rouillard <rouilj@ieee.org>
parents:
6175
diff
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|
1025 commands, you may display the user's details:: |
|
3341
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parents:
3282
diff
changeset
|
1026 |
|
6176
d25638d1826c
Add roundup-admin filter command; fix bad doc example; add tests
John Rouillard <rouilj@ieee.org>
parents:
6175
diff
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|
1027 roundup-admin display <designator> |
|
3341
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parents:
3282
diff
changeset
|
1028 |
|
6176
d25638d1826c
Add roundup-admin filter command; fix bad doc example; add tests
John Rouillard <rouilj@ieee.org>
parents:
6175
diff
changeset
|
1029 where designator is ``user5``. |
|
3341
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3282
diff
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|
1030 |
|
2177
a276e2531321
info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents:
2068
diff
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|
1031 Running the Servers |
|
a276e2531321
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parents:
2068
diff
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|
1032 =================== |
|
a276e2531321
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parents:
2068
diff
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|
1033 |
|
a276e2531321
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parents:
2068
diff
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|
1034 Unix |
|
a276e2531321
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parents:
2068
diff
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|
1035 ---- |
|
a276e2531321
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parents:
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diff
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|
1036 |
|
a276e2531321
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parents:
2068
diff
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|
1037 On Unix systems, use the scripts/server-ctl script to control the |
|
a276e2531321
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Richard Jones <richard@users.sourceforge.net>
parents:
2068
diff
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|
1038 roundup-server server. Copy it somewhere and edit the variables at the top |
|
a276e2531321
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parents:
2068
diff
changeset
|
1039 to reflect your specific installation. |
|
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parents:
2068
diff
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|
1040 |
|
6344
c63df349f319
issue2551117 - add example systemd config
John Rouillard <rouilj@ieee.org>
parents:
6297
diff
changeset
|
1041 If you use systemd look at scripts/systemd.gunicorn. It is configured |
|
c63df349f319
issue2551117 - add example systemd config
John Rouillard <rouilj@ieee.org>
parents:
6297
diff
changeset
|
1042 for a wsgi deployment using gunicorn, but may be a good starting |
|
c63df349f319
issue2551117 - add example systemd config
John Rouillard <rouilj@ieee.org>
parents:
6297
diff
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|
1043 point for your setup. |
|
2177
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diff
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|
1044 |
|
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diff
changeset
|
1045 Windows |
|
a276e2531321
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parents:
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diff
changeset
|
1046 ------- |
|
a276e2531321
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parents:
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diff
changeset
|
1047 |
|
3780
158e31bbf86a
recent patch had lines longer than 80 chars - rewrap; trim trailing spaces
Alexander Smishlajev <a1s@users.sourceforge.net>
parents:
3779
diff
changeset
|
1048 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
|
1049 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
|
1050 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
|
1051 run as a service. The roundup-server program may also control the |
|
7ea6bbf4286c
update docs for windows installer: 32 bit version of python, must run nstaller as administrator, ned pywin32 to run as service. Encourage installation of pytz.
John Rouillard <rouilj@ieee.org>
parents:
5102
diff
changeset
|
1052 service directly: |
|
2177
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parents:
2068
diff
changeset
|
1053 |
|
2405
1736886eefb3
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2387
diff
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|
1054 **install the service** |
|
3779
ee73abcc95d2
Sorry, another mega-patch:
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parents:
3465
diff
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|
1055 ``roundup-server -C /path/to/my/roundup-server.ini -c install`` |
|
2405
1736886eefb3
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|
1056 **start the service** |
|
1736886eefb3
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parents:
2387
diff
changeset
|
1057 ``roundup-server -c start`` |
|
1736886eefb3
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parents:
2387
diff
changeset
|
1058 **stop the service** |
|
1736886eefb3
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parents:
2387
diff
changeset
|
1059 ``roundup-server -c stop`` |
|
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2068
diff
changeset
|
1060 |
|
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1061 To bring up the services panel: |
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1062 |
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1063 Windows 2000 and later |
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1064 Start/Control Panel/Administrative Tools/Services |
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1065 Windows NT4 |
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1066 Start/Control Panel/Services |
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1067 |
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1068 You will need a server configuration file (as described in |
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1069 `Configuring roundup-server`_) for specifying tracker homes |
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1070 and other roundup-server configuration. Specify the name of |
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1071 this file using the ``-C`` switch when installing the service. |
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1072 |
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1073 Running the Mail Gateway Script |
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1074 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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1075 |
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1076 The mail gateway script should be scheduled to run regularly on your |
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1077 Windows server. Normally this will result in a window popping up. The |
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1078 solution to this is to: |
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1079 |
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1080 1. Create a new local account on the Roundup server |
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1081 2. Set the scheduled task to run in the context of this user instead |
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1082 of your normal login |
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1083 |
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1084 Mail gateway script command line |
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1085 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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1086 |
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1087 Usage:: |
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1088 |
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1089 usage: roundup_mailgw.py [-h] [-v] [-c DEFAULT_CLASS] [-I OAUTH_CLIENT_ID] |
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1090 [-O OAUTH_DIRECTORY] [-S SET_VALUE] |
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1091 [-T OAUTH_TOKEN_ENDPOINT] |
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1092 [args ...] |
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1093 |
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1094 |
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1095 The roundup mail gateway may be called in one of three ways: |
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1096 |
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1097 - without arguments. Then the env var ROUNDUP_INSTANCE will be tried. |
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1098 - with an instance home as the only argument, |
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1099 - with both an instance home and a mail spool file, or |
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1100 - with an instance home, a mail source type and its specification. |
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1101 |
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1102 It also supports optional ``-S`` (or ``--set-value``) arguments that allows you |
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1103 to set fields for a class created by the roundup-mailgw. The format for |
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1104 this option is [class.]property=value where class can be omitted and |
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1105 defaults to msg. The ``-S`` options uses the same |
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1106 property=value[;property=value] notation accepted by the command line |
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1107 roundup command or the commands that can be given on the Subject line of |
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1108 an email message (if you're using multiple properties delimited with a |
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1109 semicolon the class must be specified only once in the beginning). |
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1110 |
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1111 It can let you set the type of the message on a per e-mail address basis |
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1112 by calling roundup-mailgw with different email addresses and other |
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1113 settings. |
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1114 |
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1115 PIPE: |
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1116 If there is no mail source specified, the mail gateway reads a single |
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1117 message from the standard input and submits the message to the |
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1118 roundup.mailgw module. |
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1119 |
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1120 UNIX mailbox: |
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1121 In this case, the gateway reads all messages from the UNIX mail spool |
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1122 file and submits each in turn to the roundup.mailgw module. The file is |
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1123 emptied once all messages have been successfully handled. The file is |
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1124 specified as:: |
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1125 |
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1126 mailbox /path/to/mailbox |
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1127 |
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1128 In all of the following mail source types, the username and password |
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1129 can be stored in a ``~/.netrc`` file. If done so, only the server name |
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1130 needs to be specified on the command-line. |
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1131 The username and/or password will be prompted for if not supplied on |
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1132 the command-line or in ``~/.netrc``. |
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1133 |
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1134 POP: |
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1135 For the mail source "pop", the gateway reads all messages from the POP |
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1136 server specified and submits each in turn to the roundup.mailgw module. |
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1137 The server is specified as:: |
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1138 |
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1139 pop username:password@server |
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1140 |
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1141 The username and password may be omitted:: |
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1142 |
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1143 pop username@server |
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1144 pop server |
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1145 |
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1146 are both valid. |
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1147 |
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1148 POPS: |
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1149 Connect to a POP server over tls/ssl. |
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1150 This supports the same notation as POP:: |
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1151 |
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1152 pops username:password@server |
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1153 |
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1154 APOP: |
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1155 Same as POP, but using Authenticated POP:: |
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1156 |
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1157 apop username:password@server |
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1158 |
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1159 IMAP: |
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1160 Connect to an IMAP server. This supports the same notation as that of |
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1161 POP mail:: |
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1162 |
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1163 imap username:password@server |
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1164 |
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1165 It also allows you to specify a specific mailbox other than INBOX using |
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1166 this format:: |
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1167 |
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1168 imap username:password@server mailbox |
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1169 |
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1170 IMAPS: |
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1171 Connect to an IMAP server over tls/ssl. |
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1172 This supports the same notation as IMAP:: |
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1173 |
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1174 imaps username:password@server [mailbox] |
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1175 |
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1176 IMAPS_CRAM: |
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1177 Connect to an IMAP server over tls/ssl using CRAM-MD5 authentication. |
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1178 This supports the same notation as IMAP:: |
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1179 |
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1180 imaps_cram username:password@server [mailbox] |
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1181 |
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1182 IMAPS_OAUTH: |
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1183 Connect to an IMAP server over tls/ssl using OAUTH authentication. |
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1184 Note that this does not support a password in imaps URLs. |
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1185 Instead it uses only the user and server and a command-line option for |
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1186 the directory with the files ``access_token``, ``refresh_token``, |
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1187 ``client_secret``, and ``client_id``. |
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1188 By default this directory is ``oauth`` in your tracker home directory. The |
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1189 access token is tried first and, if expired, the refresh token together |
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1190 with the client secret is used to retrieve a new access token. Note that |
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1191 both token files need to be *writeable*, the access token is |
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1192 continuously replaced and some cloud providers may also renew the |
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1193 refresh token from time to time:: |
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1194 |
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1195 imaps_oauth username@server [mailbox] |
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1196 |
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1197 The refresh and access tokens (the latter can be left empty), the |
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1198 client id and the client secret need to be retrieved via cloud provider |
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1199 specific protocols or websites. |
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1200 |
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1201 You need the requests_ library installed for OAuth. |
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1202 |
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1203 .. _requests: https://requests.readthedocs.io/en/latest/ |
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1204 |
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1205 |
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1206 .. index:: ! roundup-admin |
|
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1207 single: roundup-admin; usage |
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1208 single: roundup-admin; data formats |
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1209 single: roundup-admin; man page reference |
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1210 pair: roundup-admin; designator |
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1211 |
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1212 Using roundup-admin |
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1213 =================== |
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1214 |
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1215 Part of the installation includes a man page for roundup-admin. Ypu |
| 6175 | 1216 should be able to read it using ``man roundup-admin``. As shown above, |
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1217 it is a generic tool for manipulating the underlying database for you |
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1218 tracker. |
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1219 |
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1220 Examples above show how to use it to: |
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1221 |
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1222 * install and initialize a new tracker |
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1223 * export/import tracker data for migrating between backends |
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1224 * creating a new user fom the command line |
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1225 * list/find users in the tracker |
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1226 |
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1227 The basic usage is:: |
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1228 |
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1229 Usage: roundup-admin [options] [<command> <arguments>] |
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1230 |
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1231 Options: |
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1232 -i instance home -- specify the issue tracker "home directory" to administer |
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1233 -u -- the user[:password] to use for commands |
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1234 -d -- print full designators not just class id numbers |
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1235 -c -- when outputting lists of data, comma-separate them. |
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1236 Same as '-S ","'. |
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1237 -S <string> -- when outputting lists of data, string-separate them |
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1238 -s -- when outputting lists of data, space-separate them. |
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1239 Same as '-S " "'. |
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1240 -V -- be verbose when importing |
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1241 -v -- report Roundup and Python versions (and quit) |
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1242 |
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1243 Only one of -s, -c or -S can be specified. |
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1244 |
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1245 Help: |
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1246 roundup-admin -h |
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1247 roundup-admin help -- this help |
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1248 roundup-admin help <command> -- command-specific help |
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1249 roundup-admin help all -- all available help |
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1250 |
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1251 Commands: |
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1252 commit |
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1253 create classname property=value ... |
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1254 display designator[,designator]* |
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1255 export [[-]class[,class]] export_dir |
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1256 exporttables [[-]class[,class]] export_dir |
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1257 filter classname propname=value ... |
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1258 find classname propname=value ... |
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1259 genconfig <filename> |
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1260 get property designator[,designator]* |
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1261 help topic |
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1262 history designator [skipquiet] |
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1263 import import_dir |
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1264 importtables export_dir |
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1265 initialise [adminpw] |
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1266 install [template [backend [key=val[,key=val]]]] |
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1267 list classname [property] |
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1268 migrate |
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1269 pack period | date |
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1270 perftest [mode] [arguments]* |
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1271 pragma setting=value |
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1272 reindex [classname|designator]* |
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1273 restore designator[,designator]* |
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1274 retire designator[,designator]* |
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1275 rollback |
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1276 security [Role name] |
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1277 set items property=value property=value ... |
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1278 specification classname |
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1279 table classname [property[,property]*] |
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1280 templates [trace_search] |
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1281 updateconfig <filename> |
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1282 Commands may be abbreviated as long as the abbreviation |
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1283 matches only one command, e.g. l == li == lis == list. |
|
2177
a276e2531321
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|
1284 |
|
7093
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|
1285 One thing to note, The ``-u user`` setting does not currently operate |
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1286 like a user logging in via the web. The user running roundup-admin |
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1287 must have read access to the tracker home directory. As a result the |
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1288 user has access to the files and the database info contained in |
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1289 config.ini. |
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1290 |
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1291 Using ``-u user`` sets the actor/user parameter in the |
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1292 journal. Changes that are made are attributed to that |
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1293 user. The password is ignored if provided. Any existing |
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1294 username has full access to the data just like the admin |
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1295 user. This is an area for further development so that |
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1296 roundup-admin could be used with sudo to provide secure |
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1297 command line access to a tracker. |
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1298 |
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1299 In general you should forget that there is a -u parameter. |
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1300 |
|
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1301 All commands (except help) require a tracker specifier. This is just the |
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1302 path to the roundup tracker you're working with. A roundup tracker is |
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1303 where roundup keeps the database and configuration file that defines an |
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1304 issue tracker. It may be thought of as the issue tracker's "home |
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1305 directory". It may be specified in the environment variable |
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1306 ``TRACKER_HOME`` or on the command line as "``-i tracker``". |
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1307 |
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1308 A designator is a classname and an itemid concatenated, eg. bug1, |
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1309 user10, ... Property values are represented as strings in command |
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1310 arguments and in the printed results: |
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1311 |
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1312 - Strings are, well, strings. |
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1313 - Password values will display as their encoded value. |
|
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1314 - Date values are printed in the full date format in the local time |
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1315 zone, and accepted in the full format or any of the partial formats |
|
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1316 explained below.:: |
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1317 |
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1318 Input of... Means... |
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1319 "2000-04-17.03:45" 2000-04-17.03:45:00 |
|
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1320 "2000-04-17" 2000-04-17.00:00:00 |
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1321 "01-25" yyyy-01-25.00:00:00 |
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1322 "08-13.22:13" yyyy-08-13.22:13:00 |
|
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1323 "11-07.09:32:43" yyyy-11-07.09:32:43 |
|
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1324 "14:25" yyyy-mm-dd.14:25:00 |
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1325 "8:47:11" yyyy-mm-dd.08:47:11 |
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1326 "2003" 2003-01-01.00:00:00 |
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1327 "2003-04" 2003-04-01.00:00:00 |
|
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1328 "." "right now" |
|
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1329 |
|
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1330 - Link values are printed as item designators. When given as an |
|
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1331 argument, item designators and key strings are both accepted. |
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1332 - Multilink values are printed as lists of item designators joined by |
|
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1333 commas. When given as an argument, item designators and key strings |
|
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1334 are both accepted; an empty string, a single item, or a list of items |
|
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1335 joined by commas is accepted. |
|
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1336 |
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1337 When multiple items are specified to the roundup get or roundup set |
|
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1338 commands, the specified properties are retrieved or set on all the |
|
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1339 listed items. When multiple results are returned by the roundup get or |
|
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1340 roundup find commands, they are printed one per line (default) or joined |
|
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1341 by commas (with the "``-c``" option). |
|
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1342 |
|
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1343 Where the command changes data, a login name/password is required. The |
|
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1344 login may be specified as either "``name``" or "``name:password``". |
|
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1345 |
|
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1346 - ``ROUNDUP_LOGIN`` environment variable |
|
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1347 - the "``-u``" command-line option |
|
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1348 |
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1349 If either the name or password is not supplied, they are obtained from |
|
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1350 the command-line. |
|
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1351 |
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1352 The ``-u user`` setting does not currently operate like a |
|
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1353 user logging in via the web. The user running roundup-admin |
|
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1354 must have read access to the tracker home directory. As a |
|
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1355 result the user has access to the files and the database |
|
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1356 info contained in config.ini. |
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1357 |
|
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1358 Using ``-u user`` sets the actor/user parameter in the |
|
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1359 journal. Changes that are made are attributed to that |
|
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1360 user. The password is ignored if provided. Any existing |
|
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1361 username has full access to the data just like the admin |
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1362 user. This is an area for further development so that |
|
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1363 roundup-admin could be used with sudo to provide secure |
|
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1364 command line access to a tracker. |
|
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1365 |
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1366 When you initialise a new tracker instance you are prompted for the |
|
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1367 admin password. If you want to initialise a tracker non-interactively |
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1368 you can put the initialise command and password on the command |
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1369 line. But this allows others on the host to see the password (using |
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1370 the ps command). To initialise a tracker non-interactively without |
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1371 exposing the password, create a file (e.g init_tracker) set to mode |
|
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1372 600 (so only the owner can read it) with the contents: |
|
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1373 |
|
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1374 initialise admin_password |
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1375 |
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1376 and feed it to roundup-admin on standard input. E.G. |
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1377 |
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1378 cat init_tracker | roundup-admin -i tracker_dir |
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1379 |
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1380 (for more details see https://issues.roundup-tracker.org/issue2550789.) |
|
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1381 |
|
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1382 .. index:: ! roundup-admin; usage in scripts |
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1383 |
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1384 Using with the shell |
|
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1385 -------------------- |
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1386 |
|
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1387 With version 0.6.0 or newer of roundup (which introduced support for |
|
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1388 multiple designators to display and the -d, -S and -s flags): |
|
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1389 |
|
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1390 To find all messages regarding chatting issues that contain the word |
|
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1391 "spam", for example, you could execute the following command from the |
|
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1392 directory where the database dumps its files:: |
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1393 |
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1394 shell% for issue in `roundup-admin -ds find issue status=chatting`; do |
|
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1395 > grep -l spam `roundup-admin -ds ' ' get messages $issue` |
|
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1396 > done |
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1397 msg23 |
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1398 msg49 |
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1399 msg50 |
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1400 msg61 |
|
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1401 shell% |
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1402 |
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1403 Or, using the -dc option, this can be written as a single command:: |
|
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1404 |
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1405 shell% grep -l spam `roundup get messages \ |
|
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1406 \`roundup -dc find issue status=chatting\`` |
|
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1407 msg23 |
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1408 msg49 |
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1409 msg50 |
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1410 msg61 |
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1411 shell% |
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1412 |
|
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1413 You can also display issue contents:: |
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1414 |
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1415 shell% roundup-admin display `roundup-admin -dc get messages \ |
|
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1416 issue3,issue1` |
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1417 files: [] |
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1418 inreplyto: None |
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1419 recipients: [] |
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1420 author: 1 |
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1421 date: 2003-02-16.21:23:03 |
|
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1422 messageid: None |
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1423 summary: jkdskldjf |
|
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1424 files: [] |
|
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|
1425 inreplyto: None |
|
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|
1426 recipients: [] |
|
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|
1427 author: 1 |
|
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1428 date: 2003-02-15.01:59:11 |
|
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|
1429 messageid: None |
|
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|
1430 summary: jlkfjadsf |
|
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|
1431 |
|
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|
1432 or status:: |
|
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1433 |
|
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1434 shell% roundup-admin get name `/tools/roundup/bin/roundup-admin \ |
|
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1435 -dc -i /var/roundup/sysadmin get status issue3,issue1` |
|
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|
1436 unread |
|
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|
1437 deferred |
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1438 |
|
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1439 or status on a single line:: |
|
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1440 |
|
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|
1441 shell% echo `roundup-admin get name \`/tools/roundup/bin/roundup-admin \ |
|
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|
1442 -dc -i /var/roundup/sysadmin get status issue3,issue1\`` |
|
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|
1443 unread deferred |
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1444 |
|
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|
1445 which is the same as:: |
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|
1446 |
|
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1447 shell% roundup-admin -s get name `/tools/roundup/bin/roundup-admin \ |
|
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1448 -dc -i /var/roundup/sysadmin get status issue3,issue1` |
|
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|
1449 unread deferred |
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|
1450 |
|
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|
1451 Also the tautological:: |
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|
1452 |
|
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|
1453 shell% roundup-admin get name \ |
|
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1454 `roundup-admin -dc get status \`roundup-admin -dc find issue \ |
|
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|
1455 status=chatting\`` |
|
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|
1456 chatting |
|
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|
1457 chatting |
|
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changeset
|
1458 |
|
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|
1459 Remember the roundup commands that accept multiple designators accept |
|
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|
1460 them ',' separated so using '-dc' is almost always required. |
|
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|
1461 |
|
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changeset
|
1462 |
|
2003
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1463 .. _`customisation documentation`: customizing.html |
|
7354
692242b3effd
initial pass to change references to reference doc where needed.
John Rouillard <rouilj@ieee.org>
parents:
7335
diff
changeset
|
1464 .. _`reference documentation`: reference.html |
|
2387
4962f99aaa27
*** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents:
2203
diff
changeset
|
1465 .. _`upgrading documentation`: upgrading.html |
|
6458
8f1b91756457
issue2551147 - Enable compression of http responses in roundup.
John Rouillard <rouilj@ieee.org>
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6436
diff
changeset
|
1466 .. _`installation documentation`: installation.html |
