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fix Mutlilink display
author Richard Jones <richard@users.sourceforge.net>
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1 ====================
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2 Administration Guide
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3 ====================
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4
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5 :Version: $Revision: 1.15.2.3 $
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6
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7 .. contents::
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8
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9 What does Roundup install?
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10 ==========================
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11
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12 There's two "installations" that we talk about when using Roundup:
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13
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14 1. The installation of the software and its support files. This uses the
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15 standard Python mechanism called "distutils" and thus Roundup's core code,
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16 executable scripts and support data files are installed in Python's
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17 directories. On Windows, this is typically:
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18
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19 Scripts
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20 ``<python dir>\scripts\...``
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21 Core code
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22 ``<python dir>\lib\site-packages\roundup\...``
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23 Support files
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24 ``<python dir>\share\roundup\...``
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25
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26 and on Unix-like systems (eg. Linux):
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27
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28 Scripts
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29 ``<python root>/bin/...``
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30 Core code
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31 ``<python root>/lib-<python version>/site-packages/roundup/...``
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32 Support files
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33 ``<python root>/share/roundup/...``
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34
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35 2. The installation of a specific tracker. When invoking the roundup-admin
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36 "inst" (and "init") commands, you're creating a new Roundup tracker. This
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37 installs configuration files, HTML templates, detector code and a new
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38 database. You have complete control over where this stuff goes through
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39 both choosing your "tracker home" and the ``main`` -> ``database`` variable
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40 in the tracker's config.ini.
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42
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43 Configuring Roundup's Logging of Messages For Sysadmins
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44 =======================================================
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45
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46 You may configure where Roundup logs messages in your tracker's config.ini
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47 file. Roundup will use the standard Python (2.3+) logging implementation
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48 when available. If not, then a very basic logging implementation will be used
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49 (see BasicLogging in the roundup.rlog module for details).
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50
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51 Configuration for standard "logging" module:
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52 - tracker configuration file specifies the location of a logging
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53 configration file as ``logging`` -> ``config``
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54 - ``roundup-server`` specifies the location of a logging configuration
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55 file on the command line
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56 Configuration for "BasicLogging" implementation:
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57 - tracker configuration file specifies the location of a log file
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58 ``logging`` -> ``filename``
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59 - tracker configuration file specifies the level to log to as
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60 ``logging`` -> ``level``
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61 - ``roundup-server`` specifies the location of a log file on the command
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62 line
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63 - ``roundup-server`` specifies the level to log to on the command line
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64
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65 (``roundup-mailgw`` always logs to the tracker's log file)
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66
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67 In both cases, if no logfile is specified then logging will simply be sent
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68 to sys.stderr with only logging of ERROR messages.
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69
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70 Configuring roundup-server
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71 ==========================
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72
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73 The basic configuration file layout is as follows (take from the
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74 ``roundup-server.ini.example`` file in the "doc" directory)::
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75
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76 [server]
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77 port = 8080
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78 ;hostname =
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79 ;user =
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80 ;group =
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81 ;log_ip = yes
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82 ;pidfile =
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83 ;logfile =
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84
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85 ; Add one of these per tracker being served
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86 [tracker_url_component]
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87 home = /path/to/tracker
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88
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89 Values ";commented out" are optional. The meaning of the various options
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90 are as follows:
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91
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92 **port**
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93 Defines the local TCP port to listen for clients on.
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94 **hostname**
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95 Defines the local hostname to listen for clients on. Only required if
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96 "localhost" is not sufficient.
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97 **user** and **group**
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98 Defines the Unix user and group to run the server as. Only work if the
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99 server is started as root.
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100 **log_ip**
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101 If ``yes`` then we log IP addresses against accesses. If ``no`` then we
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102 log the hostname of the client. The latter can be much slower.
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103 **pidfile**
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104 If specified, the server will fork at startup and write its new PID to
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105 the file.
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106 **logfile**
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107 Any unhandled exception messages or other output from Roundup will be
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108 written to this file. It must be specified if **pidfile** is specified.
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109 If per-tracker logging is specified, then very little will be written to
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110 this file.
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111 **example_tracker** sections
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112 These are used to specify which Roundup trackers are to be served up by
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113 roundup-server. Each tracker has its own ``[section]`` with a single
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114 ``home`` value defined pointing to the tracker's home. The section name is
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115 used in the URL to select the appropriate reacker. Make sure the name part
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116 doesn't include any url-unsafe characters like spaces. Stick to
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117 alphanumeric characters and you'll be ok.
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118
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119
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120 Users and Security
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121 ==================
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122
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123 Roundup holds its own user database which primarily contains a username,
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124 password and email address for the user. Roundup *must* have its own user
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125 listing, in order to maintain internal consistency of its data. It is a
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126 relatively simple exercise to update this listing on a regular basis, or on
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127 demand, so that it matches an external listing (eg. unix passwd file, LDAP,
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128 etc.)
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129
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130 Roundup identifies users in a number of ways:
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131
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132 1. Through the web, users may be identified by either HTTP Basic
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133 Authentication or cookie authentication. If you are running the web
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134 server (roundup-server) through another HTTP server (eg. apache or IIS)
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135 then that server may require HTTP Basic Authentication, and it will pass
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136 the ``REMOTE_USER`` variable through to Roundup. If this variable is not
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137 present, then Roundup defaults to using its own cookie-based login
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138 mechanism.
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139 2. In email messages handled by roundup-mailgw, users are identified by the
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140 From address in the message.
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141
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142 In both cases, Roundup's behaviour when dealing with unknown users is
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143 controlled by Permissions defined in the "SECURITY SETTINGS" section of the
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144 tracker's ``schema.py`` module:
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145
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146 Web Registration
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147 If granted to the Anonymous Role, then anonymous users will be able to
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148 register through the web.
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149 Email Registration
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150 If granted to the Anonymous Role, then email messages from unknown users
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151 will result in those users being registered with the tracker.
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152
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153 More information about how to customise your tracker's security settings
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154 may be found in the `customisation documentation`_.
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155
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156
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157 Tasks
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158 =====
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159
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160 Maintenance of Roundup can involve one of the following:
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161
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162 1. `tracker backup`_
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163 2. `software upgrade`_
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164 3. `migrating backends`_
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165 4. `moving a tracker`_
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166 5. `migrating from other software`_
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167 6. `adding a user from the command-line`_
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168
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169
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170 Tracker Backup
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171 --------------
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172
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173 Stop the web and email frontends and to copy the contents of the tracker home
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174 directory to some other place using standard backup tools.
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175
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176
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177 Software Upgrade
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178 ----------------
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179
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180 Always make a backup of your tracker before upgrading software. Steps you may
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181 take:
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182
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183 1. Ensure that the unit tests run on your system::
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184
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185 python run_tests.py
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186
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187 2. If you're using an RDBMS backend, make a backup of its contents now.
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188 3. Make a backup of the tracker home itself.
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189 4. Stop the tracker web and email frontends.
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190 5. Follow the steps in the `upgrading documentation`_ for the new version of
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191 the software in the copied.
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192 6. You may test each of the admin tool, web interface and mail gateway using
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193 the new version of the software. To do this, invoke the scripts directly
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194 in the source directory with::
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195
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196 PYTHONPATH=. python roundup/scripts/roundup_server.py <normal arguments>
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197 PYTHONPATH=. python roundup/scripts/roundup_admin.py <normal arguments>
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198 PYTHONPATH=. python roundup/scripts/roundup_mailgw.py <normal arguments>
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199
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200 Note that on Windows, this would read::
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201
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202 C:\sources\roundup-0.7.4> SET PYTHONPATH=.
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203 C:\sources\roundup-0.7.4> python roundup/scripts/roundup_server.py <normal arguments>
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204
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205 7. Once you're comfortable that the upgrade will work using that copy, you
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206 should install the new version of the software::
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207
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208 python setup.py install
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209
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210 8. Restart your tracker web and email frontends.
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211
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212 If something bad happens, you may reinstate your backup of the tracker and
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213 reinstall the older version of the sofware using the same install command::
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214
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215 python setup.py install
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216
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217
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218 Migrating Backends
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219 ------------------
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220
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221 1. stop the existing tracker web and email frontends (preventing changes)
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222 2. use the roundup-admin tool "export" command to export the contents of
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223 your tracker to disk
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224 3. copy the tracker home to a new directory
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225 4. delete the "db" directory from the new directory
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226 5. enter the new backend name in the tracker home ``db/backend_name`` file
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227 6. use the roundup-admin "import" command to import the previous export with
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228 the new tracker home
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229 7. test each of the admin tool, web interface and mail gateway using the new
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230 backend
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231 8. move the old tracker home out of the way (rename to "tracker.old") and
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232 move the new tracker home into its place
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233 9. restart web and email frontends
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234
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235
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236 Moving a Tracker
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237 ----------------
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238
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239 If you're moving the tracker to a similar machine, you should:
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240
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241 1. install Roundup on the new machine and test that it works there,
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242 2. stop the existing tracker web and email frontends (preventing changes),
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243 3. copy the tracker home directory over to the new machine, and
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244 4. start the tracker web and email frontends on the new machine.
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245
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246 Most of the backends are actually portable across platforms (ie. from Unix to
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247 Windows to Mac). If this isn't the case (ie. the tracker doesn't work when
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248 moved using the above steps) then you'll need to:
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249
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250 1. install Roundup on the new machine and test that it works there,
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251 2. stop the existing tracker web and email frontends (preventing changes),
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252 3. use the roundup-admin tool "export" command to export the contents of
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253 the existing tracker,
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254 4. copy the export to the new machine,
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255 5. use the roundup-admin "import" command to import the tracker on the new
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256 machine, and
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257 6. start the tracker web and email frontends on the new machine.
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258
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259
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260 Migrating From Other Software
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261 -----------------------------
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262
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263 You have a couple of choices. You can either use a CSV import into Roundup,
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264 or you can write a simple Python script which uses the Roundup API
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265 directly. The latter is almost always simpler -- see the "scripts"
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266 directory in the Roundup source for some example uses of the API.
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267
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268 "roundup-admin import" will import data into your tracker from a
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269 directory containing files with the following format:
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270
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271 - one colon-separated-values file per Class with columns for each property,
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272 named <classname>.csv
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273 - one colon-separated-values file per Class with journal information,
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274 named <classname>-journals.csv (this is required, even if it's empty)
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275 - if the Class is a FileClass, you may have the "content" property
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276 stored in separate files from the csv files. This goes in a directory
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277 structure::
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278
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279 <classname>-files/<N>/<designator>
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280
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281 where ``<designator>`` is the item's ``<classname><id>`` combination.
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282 The ``<N>`` value is ``int(<id> / 1000)``.
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283
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284
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285 Adding A User From The Command-Line
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286 -----------------------------------
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287
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288 The ``roundup-admin`` program can create any data you wish to in the
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289 database. To create a new user, use::
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290
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291 roundup-admin create user
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292
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293 To figure out what good values might be for some of the fields (eg. Roles)
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294 you can just display another user::
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295
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296 roundup-admin list user
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297
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298 (or if you know their username, and it happens to be "richard")::
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299
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300 roundup-admin find username=richard
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301
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302 then using the user id you get from one of the above commands, you may
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303 display the user's details::
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304
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305 roundup-admin display <userid>
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306
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307
2177
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308 Running the Servers
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309 ===================
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310
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311 Unix
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312 ----
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313
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314 On Unix systems, use the scripts/server-ctl script to control the
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315 roundup-server server. Copy it somewhere and edit the variables at the top
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316 to reflect your specific installation.
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317
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318
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319 Windows
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320 -------
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321
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322 On Windows, the roundup-server program runs as a Windows Service, and
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323 therefore may be controlled through the Services control panel. The
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324 roundup-server program may also control the service directly:
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325
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326 **install the service**
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327 ``roundup-server -c install``
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328 **start the service**
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329 ``roundup-server -c start``
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330 **stop the service**
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331 ``roundup-server -c stop``
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332
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333 To bring up the services panel:
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334
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335 Windows 2000 and later
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336 Start/Control Panel/Administrative Tools/Services
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337 Windows NT4
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338 Start/Control Panel/Services
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339
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340 Running the Mail Gateway Script
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341 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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342
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343 The mail gateway script should be scheduled to run regularly on your
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344 Windows server. Normally this will result in a window popping up. The
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345 solution to this is to:
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346
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347 1. Create a new local account on the Roundup server
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348 2. Set the scheduled task to run in the context of this user instead
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349 of your normal login
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350
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351
2003
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352 -------------------
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353
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354 Back to `Table of Contents`_
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355
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356 .. _`Table of Contents`: index.html
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357 .. _`customisation documentation`: customizing.html
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358 .. _`upgrading documentation`: upgrading.html
2003
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359
Roundup Issue Tracker: http://roundup-tracker.org/