annotate doc/upgrading.txt @ 3400:7a3e791b2b2b maint-0.8

fix Mutlilink display
author Richard Jones <richard@users.sourceforge.net>
date Wed, 27 Jul 2005 22:54:12 +0000
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1 ======================================
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2 Upgrading to newer versions of Roundup
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3 ======================================
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4
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5 Please read each section carefully and edit your tracker home files
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6 accordingly. Note that there is information about upgrade procedures in the
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7 `administration guide`_.
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8
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9 If a specific version transition isn't mentioned here (eg. 0.6.7 to 0.6.8)
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10 then you don't need to do anything. If you're upgrading from 0.5.6 to
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11 0.6.8 though, you'll need to check the "0.5 to 0.6" and "0.6.x to 0.6.3"
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12 steps.
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13
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14 .. contents::
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15
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16 Migrating from 0.8.0 to 0.8.3
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17 =============================
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18
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19 0.8.3 Nosy Handling Changes
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20 ---------------------------
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21
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22 A change was made to fix a bug in the ``nosyreaction.py`` standard
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23 detector. To incorporate this fix in your trackers, you will need to copy
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24 the ``nosyreaction.py`` file from the ``templates/classic/detectors``
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25 directory of the source to your tracker's ``templates`` directory.
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26
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27 If you have modified the ``nosyreaction.py`` file from the standard
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28 version, you will need to roll your changes into the new file.
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30
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31 Migrating from 0.7.1 to 0.8.0
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32 =============================
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33
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34 You *must* fully uninstall previous Roundup version before installing
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35 Roundup 0.8.0. If you don't do that, ``roundup-admin install``
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36 command may fail to function properly.
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37
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38 0.8.0 Backend changes
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39 ---------------------
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40
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41 Backends 'bsddb' and 'bsddb3' are removed. If you are using one of these,
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42 you *must* migrate to another backend before upgrading.
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43
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44
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45 0.8.0 API changes
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46 -----------------
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47
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48 Class.safeget() was removed from the API. Test your item ids before calling
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49 Class.get() instead.
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50
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51
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52 0.8.0 New tracker layout
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53 ------------------------
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54
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55 You will need to remove any reference to the "Web Registration" and
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56 "Email Registration" Permissions from your dbinit.py file before running
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57 the "genconfig" command.
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58
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59 The ``config.py`` file has been replaced by ``config.ini``. You may use the
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60 roundup-admin command "genconfig" to generate a new config file::
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61
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62 roundup-admin genconfig <tracker home>/config.ini
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63
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64 and modify the values therein based on the contents of your old config.py.
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65 In most cases, the names of the config variables are the same.
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66
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67 The ``select_db.py`` file has been replaced by a file in the ``db``
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68 directory called ``backend_name``. As you might guess, this file contains
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69 just the name of the backend. To figure what the contents of yours should
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70 be, use the following table:
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71
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72 ================================ =========================
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73 ``select_db.py`` contents ``backend_name`` contents
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74 ================================ =========================
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75 from back_anydbm import ... anydbm
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76 from back_metakit import ... metakit
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77 from back_sqlite import ... sqlite
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78 from back_mysql import ... mysql
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79 from back_postgresql import ... postgresql
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80 ================================ =========================
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81
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82 The ``dbinit.py`` file has been split into two new files,
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83 ``initial_data.py`` and ``schema.py``. The contents of this file are:
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84
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85 ``initial_data.py``
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86 You don't need one of these as your tracker is already initialised.
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87
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88 ``schema.py``
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89 Copy the body of the ``def open(name=None)`` function from your old
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90 tracker's ``dbinit.py`` file to this file. As the lines you're copying
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91 aren't part of a function definition anymore, one level of indentation
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92 needs to be removed (remove only the leading four spaces on each
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93 line).
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94
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95 The first few lines -- those starting with ``from roundup.hyperdb
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96 import ...`` and the ``db = Database(config, name)`` line -- don't
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97 need to be copied. Neither do the last few lines -- those starting
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98 with ``import detectors``, down to ``return db`` inclusive.
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99
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100 You may remove the ``__init__.py`` module from the "detectors" directory as
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101 it is no longer used.
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102
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103 There's a new way to write extension code for Roundup - the old
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104 ``interfaces.py`` file will be ignored. See the `customisation
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105 documentation`_ for information about how extensions are now written.
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106
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107
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108 0.8.0 Permissions Changes
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109 -------------------------
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110
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111 The creation of a new item in the user interfaces is now controlled by the
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112 "Create" Permission. You will need to add an assignment of this Permission
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113 to your users who are allowed to create items. The most common form of this
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114 is the following in your ``schema.py`` added just under the current
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115 assignation of the Edit Permission::
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116
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117 for cl in 'issue', 'file', 'msg', 'query', 'keyword':
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118 p = db.security.getPermission('Create', cl)
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119 db.security.addPermissionToRole('User', p)
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120
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121 You should remove any reference to the "Web Registration" and "Email
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122 Registration" Permissions from your schema.py file as the "Create" "user"
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123 Permission replaces them.
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124
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125 You will need to explicitly let anonymous users access the web interface so
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126 that regular users are able to see the login form. Note that almost all
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127 trackers will need this Permission. The only situation where it's not
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128 required is in a tracker that uses an HTTP Basic Authenticated front-end.
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129 It's enabled by adding to your ``schema.py``::
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130
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131 p = db.security.getPermission('Web Access')
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132 db.security.addPermissionToRole('Anonymous', p)
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133
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134 Finally, you will need to enable permission for your users to edit their
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135 own details by adding the following to ``schema.py``::
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136
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137 # Users should be able to edit their own details. Note that this
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138 # permission is limited to only the situation where the Viewed or
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139 # Edited item is their own.
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140 def own_record(db, userid, itemid):
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141 '''Determine whether the userid matches the item being accessed.'''
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142 return userid == itemid
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143 p = db.security.addPermission(name='View', klass='user', check=own_record,
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144 description="User is allowed to view their own user details")
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145 p = db.security.addPermission(name='Edit', klass='user', check=own_record,
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146 description="User is allowed to edit their own user details")
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147 db.security.addPermissionToRole('User', p)
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148
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149
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150 0.8.0 Use of TemplatingUtils
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151 ----------------------------
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152
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153 If you used custom python functions in TemplatingUtils, they must
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154 be moved from interfaces.py to a new file in the ``extensions`` directory.
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155
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156 Each Function that should be available through TAL needs to be defined
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157 as a toplevel function in the newly created file. Furthermore you
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158 add an inititialization function, that registers the functions with the
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159 tracker.
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160
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161 If you find this too tedious, donfu wrote an automatic init function that
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162 takes an existing TemplatingUtils class, and registers all class methods
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163 that do not start with an underscore. The following hack should be placed
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164 in the ``extensions`` directory alongside other extensions::
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165
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166 class TemplatingUtils:
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167 # copy from interfaces.py
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168
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169 def init(tracker):
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170 util = TemplatingUtils()
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171
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172 def setClient(tu):
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173 util.client = tu.client
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174 return util
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175
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176 def execUtil(name):
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177 return lambda tu, *args, **kwargs: \
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178 getattr(setClient(tu), name)(*args, **kwargs)
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179
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180 for name in dir(util):
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181 if callable(getattr(util, name)) and not name.startswith('_'):
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182 tracker.registerUtil(name, execUtil(name))
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183
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184
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185 0.8.0 Logging Configuration
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186 ---------------------------
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187
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188 See the `administration guide`_ for information about configuring the new
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189 logging implemented in 0.8.0.
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190
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191
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192 Migrating from 0.7.2 to 0.7.3
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193 =============================
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194
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195 0.7.3 Configuration
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196 -------------------
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197
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198 If you choose, you may specify the directory from which static files are
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199 served (those which use the URL component ``@@file``). Currently the
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200 directory defaults to the ``TEMPLATES`` configuration variable. You may
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201 define a new variable, ``STATIC_FILES`` which overrides this value for
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202 static files.
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203
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204
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205 Migrating from 0.7.0 to 0.7.2
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206 =============================
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207
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208 0.7.2 DEFAULT_TIMEZONE is now required
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209 --------------------------------------
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210
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211 The DEFAULT_TIMEZONE configuration variable is now required. Add the
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212 following to your tracker's ``config.py`` file::
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213
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214 # You may specify a different default timezone, for use when users do not
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215 # choose their own in their settings.
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216 DEFAULT_TIMEZONE = 0 # specify as numeric hour offest
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217
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218
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219 Migrating from 0.7.0 to 0.7.1
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220 =============================
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221
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222 0.7.1 Permission assignments
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223 ----------------------------
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224
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225 If you allow anonymous access to your tracker, you might need to assign
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226 some additional View (or Edit if your tracker is that open) permissions
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227 to the "anonymous" user. To do so, find the code in your ``dbinit.py`` that
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228 says::
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229
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230 for cl in 'issue', 'file', 'msg', 'query', 'keyword':
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231 p = db.security.getPermission('View', cl)
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232 db.security.addPermissionToRole('User', p)
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233 p = db.security.getPermission('Edit', cl)
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234 db.security.addPermissionToRole('User', p)
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235 for cl in 'priority', 'status':
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236 p = db.security.getPermission('View', cl)
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237 db.security.addPermissionToRole('User', p)
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238
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239 Add add a line::
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240
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241 db.security.addPermissionToRole('Anonymous', p)
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242
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243 next to the existing ``'User'`` lines for the Permissions you wish to
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244 assign to the anonymous user.
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245
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246
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247 Migrating from 0.6 to 0.7
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248 =========================
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249
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250 0.7.0 Permission assignments
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251 ----------------------------
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252
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253 Due to a change in the rendering of web widgets, permissions are now
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254 checked on Classes where they previously weren't (this is a good thing).
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255
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256 You will need to add some additional Permission assignments for your
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257 regular users, or some displays will break. After the following in your
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258 tracker's ``dbinit.py``::
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259
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260 # Assign the access and edit Permissions for issue, file and message
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261 # to regular users now
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262 for cl in 'issue', 'file', 'msg', 'query', 'keyword':
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263 p = db.security.getPermission('View', cl)
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264 db.security.addPermissionToRole('User', p)
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265 p = db.security.getPermission('Edit', cl)
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266 db.security.addPermissionToRole('User', p)
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267
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268 add::
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269
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270 for cl in 'priority', 'status':
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271 p = db.security.getPermission('View', cl)
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272 db.security.addPermissionToRole('User', p)
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273
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274
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275 0.7.0 Getting the current user id
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276 ---------------------------------
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277
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278 The Database.curuserid attribute has been removed.
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279
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280 Any code referencing this attribute should be replaced with a
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281 call to Database.getuid().
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282
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283
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284 0.7.0 ZRoundup changes
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285 ----------------------
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286
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287 The templates in your tracker's html directory will need updating if you
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288 wish to use ZRoundup. If you've not modified those files (or some of them),
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289 you may just copy the new versions from the Roundup source in the
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290 templates/classic/html directory.
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291
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292 If you have modified the html files, then you'll need to manually edit them
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293 to change all occurances of special form variables from using the colon ":"
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294 special character to the at "@" special character. That is, variables such
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295 as::
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296
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297 :action :required :template :remove:messages ...
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298
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299 should become::
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300
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301 @action @required @template @remove@messages ...
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302
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303 Note that ``tal:`` statements are unaffected. So are TAL expression type
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304 prefixes such as ``python:`` and ``string:``. Please ask on the
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305 roundup-users mailing list for help if you're unsure.
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306
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307
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308 0.7.0 Edit collision detection
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309 ------------------------------
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310
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311 Roundup now detects collisions with editing in the web interface (that is,
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312 two people editing the same item at the same time).
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313
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314 You must copy the ``_generic.collision.html`` file from Roundup source in
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315 the ``templates/classic/html`` directory. to your tracker's ``html``
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316 directory.
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317
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318
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319 Migrating from 0.6.x to 0.6.3
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320 =============================
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321
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322 0.6.3 Configuration
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323 -------------------
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324
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325 You will need to copy the file::
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326
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327 templates/classic/detectors/__init__.py
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328
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329 to your tracker's ``detectors`` directory, replacing the one already there.
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330 This fixes a couple of bugs in that file.
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331
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332
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333
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334 Migrating from 0.5 to 0.6
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335 =========================
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336
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337
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338 0.6.0 Configuration
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339 -------------------
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340
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341 Introduced EMAIL_FROM_TAG config variable. This value is inserted into
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342 the From: line of nosy email. If the sending user is "Foo Bar", the
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343 From: line is usually::
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344
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345 "Foo Bar" <issue_tracker@tracker.example>
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346
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347 the EMAIL_FROM_TAG goes inside the "Foo Bar" quotes like so::
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348
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349 "Foo Bar EMAIL_FROM_TAG" <issue_tracker@tracker.example>
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350
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351 I've altered the mechanism in the detectors __init__.py module so that it
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352 doesn't cross-import detectors from other trackers (if you run more than one
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353 in a single roundup-server). This change means that you'll need to copy the
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354 __init__.py from roundup/templates/classic/detectors/__init__.py to your
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355 <tracker home>/detectors/__init__.py. Don't worry, the "classic" __init__ is a
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356 one-size-fits-all, so it'll work even if you've added/removed detectors.
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357
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358 0.6.0 Templating changes
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359 ------------------------
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360
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361 The ``user.item`` template (in the tracker home "templates" directory)
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362 needs to have the following hidden variable added to its form (between the
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363 ``<form...>`` and ``</form>`` tags::
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364
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365 <input type="hidden" name=":template" value="item">
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366
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367
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368 0.6.0 Form handling changes
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369 ---------------------------
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370
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371 Roundup's form handling capabilities have been significantly expanded. This
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372 should not affect users of 0.5 installations - but if you find you're
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373 getting errors from form submissions, please ask for help on the Roundup
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374 users mailing list:
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375
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376 http://lists.sourceforge.net/lists/listinfo/roundup-users
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377
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378 See the customisation doc section on `Form Values`__ for documentation of the
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379 new form variables possible.
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380
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381 __ customizing.html#form-values
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382
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383
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384 0.6.0 Multilingual character set support
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385 ----------------------------------------
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386
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387 Added internationalization support. This is done via encoding all data
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388 stored in roundup database to utf-8 (unicode encoding). To support utf-8 in
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389 web interface you should add the folowing line to your tracker's html/page
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390 and html/_generic.help files inside <head> tag::
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391
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392 <meta http-equiv="Content-Type" content="text/html; charset=utf-8">
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393
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394 Since latin characters in utf-8 have the same codes as in ASCII table, this
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395 modification is optional for users who use only plain latin characters.
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396
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397 After this modification, you will be able to see and enter any world
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398 character via web interface. Data received via mail interface also converted
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399 to utf-8, however only new messages will be converted. If your roundup
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400 database contains some of non-ASCII characters in one of 8-bit encoding,
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401 they will not be visible in new unicode environment. Some of such data (e.g.
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402 user names, keywords, etc) can be edited by administrator, the others
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403 (e.g. messages' contents) is not editable via web interface. Currently there
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404 is no tool for converting such data, the only solution is to close
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405 appropriate old issues and create new ones with the same content.
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406
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407
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408 0.6.0 User timezone support
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409 ---------------------------
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410
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411 From version 0.6.0 roundup supports displaying of Date data in user' local
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412 timezone if he/she has provided timezone information. To make it possible
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413 some modification to tracker's schema and HTML templates are required.
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414 First you must add string property 'timezone' to user class in dbinit.py
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415 like this::
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416
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417 user = Class(db, "user",
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418 username=String(), password=Password(),
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419 address=String(), realname=String(),
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420 phone=String(), organisation=String(),
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421 alternate_addresses=String(),
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422 queries=Multilink('query'), roles=String(),
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423 timezone=String())
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424
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425 And second - html interface. Add following lines to
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426 $TRACKER_HOME/html/user.item template::
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427
1560
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diff changeset
428 <tr>
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429 <th>Timezone</th>
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430 <td tal:content="structure context/timezone/field">timezone</td>
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431 </tr>
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432
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433 After that all users should be able to provide their timezone information.
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434 Timezone should be a positive or negative integer - offset from GMT.
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435
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436 After providing timezone, roundup will show all dates values, found in web
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437 and mail interfaces in local time. It will also accept any Date info in
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438 local time, convert and store it in GMT.
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diff changeset
439
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diff changeset
440
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441 0.6.0 Search page structure
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442 ---------------------------
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443
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444 In order to accomodate query editing the search page has been restructured. If
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445 you want to provide your users with query editing, you should update your
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446 search page using the macros detailed in the customisation doc section
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447 `Searching on categories`__.
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448
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449 __ customizing.html#searching-on-categories
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450
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parents: 1741
diff changeset
451 Also, the url field in the query class no longer starts with a '?'. You'll need
1850
6e80f8f760a4 *** empty log message ***
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parents: 1837
diff changeset
452 to remove this question mark from the url field to support queries. There's
6e80f8f760a4 *** empty log message ***
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parents: 1837
diff changeset
453 a script in the "tools" directory called ``migrate-queries.py`` that should
6e80f8f760a4 *** empty log message ***
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parents: 1837
diff changeset
454 automatically change any existing queries for you. As always, make a backup
6e80f8f760a4 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 1837
diff changeset
455 of your database before running such a script.
1758
5e1680c11bed Added text about removing '?' from url field when upgrading [SF#790326].
Johannes Gijsbers <jlgijsbers@users.sourceforge.net>
parents: 1741
diff changeset
456
1596
33a0d94c7658 searching on ranges of intervals is implemented
Andrey Lebedev <kedder@users.sourceforge.net>
parents: 1560
diff changeset
457
33a0d94c7658 searching on ranges of intervals is implemented
Andrey Lebedev <kedder@users.sourceforge.net>
parents: 1560
diff changeset
458 0.6.0 Notes for metakit backend users
33a0d94c7658 searching on ranges of intervals is implemented
Andrey Lebedev <kedder@users.sourceforge.net>
parents: 1560
diff changeset
459 -------------------------------------
33a0d94c7658 searching on ranges of intervals is implemented
Andrey Lebedev <kedder@users.sourceforge.net>
parents: 1560
diff changeset
460
1638
4a47eb555e51 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1596
diff changeset
461 Roundup 0.6.0 introduced searching on ranges of dates and intervals. To
4a47eb555e51 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1596
diff changeset
462 support it, some modifications to interval storing routine were made. So if
4a47eb555e51 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1596
diff changeset
463 your tracker uses metakit backend and your db schema contains intervals
4a47eb555e51 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1596
diff changeset
464 property, searches on that property will not be accurate for db items that
4a47eb555e51 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1596
diff changeset
465 was stored before roundup' upgrade. However all new records should be
4a47eb555e51 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1596
diff changeset
466 searchable on intervals.
1596
33a0d94c7658 searching on ranges of intervals is implemented
Andrey Lebedev <kedder@users.sourceforge.net>
parents: 1560
diff changeset
467
1638
4a47eb555e51 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1596
diff changeset
468 It is possible to convert your database to new format: you can export and
4a47eb555e51 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1596
diff changeset
469 import back all your data (consult "Migrating backends" in "Maintenance"
4a47eb555e51 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1596
diff changeset
470 documentation). After this operation all your interval properties should
4a47eb555e51 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1596
diff changeset
471 become searchable.
1596
33a0d94c7658 searching on ranges of intervals is implemented
Andrey Lebedev <kedder@users.sourceforge.net>
parents: 1560
diff changeset
472
1638
4a47eb555e51 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1596
diff changeset
473 Users of backends others than metakit should not worry about this issue.
1596
33a0d94c7658 searching on ranges of intervals is implemented
Andrey Lebedev <kedder@users.sourceforge.net>
parents: 1560
diff changeset
474
33a0d94c7658 searching on ranges of intervals is implemented
Andrey Lebedev <kedder@users.sourceforge.net>
parents: 1560
diff changeset
475
825
0779ea9f1f18 More indexer work:
Richard Jones <richard@users.sourceforge.net>
parents: 798
diff changeset
476 Migrating from 0.4.x to 0.5.0
0779ea9f1f18 More indexer work:
Richard Jones <richard@users.sourceforge.net>
parents: 798
diff changeset
477 =============================
0779ea9f1f18 More indexer work:
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parents: 798
diff changeset
478
1008
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
479 This has been a fairly major revision of Roundup:
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
480
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
481 1. Brand new, much more powerful, flexible, tasty and nutritious templating.
1091
d870139aeb5c more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1089
diff changeset
482 Unfortunately, this means all your current templates are useless. Hopefully
d870139aeb5c more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1089
diff changeset
483 the new documentation and examples will be enough to help you make the
d870139aeb5c more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1089
diff changeset
484 transition. Please don't hesitate to ask on roundup-users for help (or
d870139aeb5c more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1089
diff changeset
485 complete conversions if you're completely stuck)!
1008
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Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
486 2. The database backed got a lot more flexible, allowing Metakit and SQL
1227
92d8e1aad2e9 added mention of the new "minimal" template...
Richard Jones <richard@users.sourceforge.net>
parents: 1096
diff changeset
487 databases! The only decent SQL database implemented at present is sqlite,
92d8e1aad2e9 added mention of the new "minimal" template...
Richard Jones <richard@users.sourceforge.net>
parents: 1096
diff changeset
488 but others shouldn't be a whole lot more work.
1008
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
489 3. A brand new, highly flexible and much more robust security system including
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
490 a system of Permissions, Roles and Role assignments to users. You may now
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
491 define your own Permissions that may be checked in CGI transactions.
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
492 4. Journalling has been made less storage-hungry, so has been turned on
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
493 by default *except* for author, recipient and nosy link/unlink events. You
1089
43ab730ee194 instance -> tracker, node -> item
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parents: 1051
diff changeset
494 are advised to turn it off in your trackers too.
43ab730ee194 instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents: 1051
diff changeset
495 5. We've changed the terminology from "instance" to "tracker", to ease the
43ab730ee194 instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents: 1051
diff changeset
496 learning curve/impact for new users.
43ab730ee194 instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents: 1051
diff changeset
497 6. Because of the above changes, the tracker configuration has seen some
1008
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
498 major changes. See below for the details.
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
499
1091
d870139aeb5c more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1089
diff changeset
500 Please, **back up your database** before you start the migration process. This
1008
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
501 is as simple as copying the "db" directory and all its contents from your
1089
43ab730ee194 instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents: 1051
diff changeset
502 tracker to somewhere safe.
1008
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
503
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
504
825
0779ea9f1f18 More indexer work:
Richard Jones <richard@users.sourceforge.net>
parents: 798
diff changeset
505 0.5.0 Configuration
0779ea9f1f18 More indexer work:
Richard Jones <richard@users.sourceforge.net>
parents: 798
diff changeset
506 -------------------
0779ea9f1f18 More indexer work:
Richard Jones <richard@users.sourceforge.net>
parents: 798
diff changeset
507
1089
43ab730ee194 instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents: 1051
diff changeset
508 First up, rename your ``instance_config.py`` file to just ``config.py``.
43ab730ee194 instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents: 1051
diff changeset
509
43ab730ee194 instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents: 1051
diff changeset
510 Then edit your tracker's ``__init__.py`` module. It'll currently look
43ab730ee194 instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents: 1051
diff changeset
511 like this::
43ab730ee194 instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents: 1051
diff changeset
512
43ab730ee194 instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents: 1051
diff changeset
513 from instance_config import *
43ab730ee194 instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents: 1051
diff changeset
514 try:
43ab730ee194 instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents: 1051
diff changeset
515 from dbinit import *
43ab730ee194 instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents: 1051
diff changeset
516 except ImportError:
43ab730ee194 instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents: 1051
diff changeset
517 pass # in installdir (probably :)
43ab730ee194 instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents: 1051
diff changeset
518 from interfaces import *
43ab730ee194 instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents: 1051
diff changeset
519
43ab730ee194 instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents: 1051
diff changeset
520 and it needs to be::
43ab730ee194 instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents: 1051
diff changeset
521
43ab730ee194 instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents: 1051
diff changeset
522 import config
43ab730ee194 instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents: 1051
diff changeset
523 from dbinit import open, init
43ab730ee194 instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents: 1051
diff changeset
524 from interfaces import Client, MailGW
43ab730ee194 instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents: 1051
diff changeset
525
1008
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
526 Due to the new templating having a top-level ``page`` that defines links for
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
527 searching, indexes, adding items etc, the following variables are no longer
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
528 used:
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
529
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
530 - HEADER_INDEX_LINKS
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
531 - HEADER_ADD_LINKS
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
532 - HEADER_SEARCH_LINKS
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
533 - SEARCH_FILTERS
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
534 - DEFAULT_INDEX
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
535 - UNASSIGNED_INDEX
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
536 - USER_INDEX
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
537 - ISSUE_FILTER
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
538
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
539 The new security implementation will require additions to the dbinit module,
1089
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Richard Jones <richard@users.sourceforge.net>
parents: 1051
diff changeset
540 but also removes the need for the following tracker config variables:
1008
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
541
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
542 - ANONYMOUS_ACCESS
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
543 - ANONYMOUS_REGISTER
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
544
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
545 but requires two new variables which define the Roles assigned to users who
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
546 register through the web and e-mail interfaces:
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
547
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
548 - NEW_WEB_USER_ROLES
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
549 - NEW_EMAIL_USER_ROLES
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
550
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
551 in both cases, 'User' is a good initial setting. To emulate
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
552 ``ANONYMOUS_ACCESS='deny'``, remove all "View" Permissions from the
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
553 "Anonymous" Role. To emulate ``ANONYMOUS_REGISTER='deny'``, remove the "Web
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
554 Registration" and/or the "Email Registration" Permission from the "Anonymous"
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
555 Role. See the section on customising security in the `customisation
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
556 documentation`_ for more information.
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
557
1096
fa7df238e2d4 More cleaning up of configuration, and the "instance" -> "tracker" renaming.
Richard Jones <richard@users.sourceforge.net>
parents: 1091
diff changeset
558 Finally, the following config variables have been renamed to make more sense:
fa7df238e2d4 More cleaning up of configuration, and the "instance" -> "tracker" renaming.
Richard Jones <richard@users.sourceforge.net>
parents: 1091
diff changeset
559
fa7df238e2d4 More cleaning up of configuration, and the "instance" -> "tracker" renaming.
Richard Jones <richard@users.sourceforge.net>
parents: 1091
diff changeset
560 - INSTANCE_HOME -> TRACKER_HOME
fa7df238e2d4 More cleaning up of configuration, and the "instance" -> "tracker" renaming.
Richard Jones <richard@users.sourceforge.net>
parents: 1091
diff changeset
561 - INSTANCE_NAME -> TRACKER_NAME
fa7df238e2d4 More cleaning up of configuration, and the "instance" -> "tracker" renaming.
Richard Jones <richard@users.sourceforge.net>
parents: 1091
diff changeset
562 - ISSUE_TRACKER_WEB -> TRACKER_WEB
fa7df238e2d4 More cleaning up of configuration, and the "instance" -> "tracker" renaming.
Richard Jones <richard@users.sourceforge.net>
parents: 1091
diff changeset
563 - ISSUE_TRACKER_EMAIL -> TRACKER_EMAIL
fa7df238e2d4 More cleaning up of configuration, and the "instance" -> "tracker" renaming.
Richard Jones <richard@users.sourceforge.net>
parents: 1091
diff changeset
564
1008
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
565
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
566 0.5.0 Schema Specification
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
567 --------------------------
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
568
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
569 0.5.0 Database backend changes
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
570 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
571
1089
43ab730ee194 instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents: 1051
diff changeset
572 Your select_db module in your tracker has changed a fair bit. Where it used
1008
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
573 to contain::
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
574
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
575 # WARNING: DO NOT EDIT THIS FILE!!!
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
576 from roundup.backends.back_anydbm import Database
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
577
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
578 it must now contain::
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
579
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
580 # WARNING: DO NOT EDIT THIS FILE!!!
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
581 from roundup.backends.back_anydbm import Database, Class, FileClass, IssueClass
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
582
1051
a0c7df67dd9c Allow a page request to include a :contentonly variable.
Richard Jones <richard@users.sourceforge.net>
parents: 1034
diff changeset
583 Yes, I realise the irony of the "DO NOT EDIT THIS FILE" statement :)
1008
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
584 Note the addition of the Class, FileClass, IssueClass imports. These are very
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
585 important, as they're going to make the next change work too. You now need to
1089
43ab730ee194 instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents: 1051
diff changeset
586 modify the top of the dbinit module in your tracker from::
1008
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
587
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
588 import instance_config
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
589 from roundup import roundupdb
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
590 from select_db import Database
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
591
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
592 from roundup.roundupdb import Class, FileClass
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
593
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
594 class Database(roundupdb.Database, select_db.Database):
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
595 ''' Creates a hybrid database from:
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
596 . the selected database back-end from select_db
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
597 . the roundup extensions from roundupdb
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
598 '''
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599 pass
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600
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601 class IssueClass(roundupdb.IssueClass):
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602 ''' issues need the email information
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603 '''
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604 pass
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605
1089
43ab730ee194 instance -> tracker, node -> item
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606 to::
1008
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607
1089
43ab730ee194 instance -> tracker, node -> item
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608 import config
1008
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609 from select_db import Database, Class, FileClass, IssueClass
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610
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611 Yes, remove the Database and IssueClass definitions and those other imports.
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612 They're not needed any more!
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613
1089
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614 Look for places in dbinit.py where ``instance_config`` is used too, and
43ab730ee194 instance -> tracker, node -> item
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615 rename them ``config``.
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616
1008
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617
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618 0.5.0 Journalling changes
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619 ~~~~~~~~~~~~~~~~~~~~~~~~~
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620
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621 Journalling has been optimised for storage. Journalling of links has been
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622 turned back on by default. If your tracker has a large user base, you may wish
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623 to turn off journalling of nosy list, message author and message recipient
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624 link and unlink events. You do this by adding ``do_journal='no'`` to the Class
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625 initialisation in your dbinit. For example, your *msg* class initialisation
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626 probably looks like this::
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627
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628 msg = FileClass(db, "msg",
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629 author=Link("user"), recipients=Multilink("user"),
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630 date=Date(), summary=String(),
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631 files=Multilink("file"),
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632 messageid=String(), inreplyto=String())
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633
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634 to turn off journalling of author and recipient link events, add
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635 ``do_journal='no'`` to the ``author=Link("user")`` part of the statement,
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636 like so::
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637
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638 msg = FileClass(db, "msg",
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639 author=Link("user", do_journal='no'),
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640 recipients=Multilink("user", do_journal='no'),
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641 date=Date(), summary=String(),
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642 files=Multilink("file"),
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643 messageid=String(), inreplyto=String())
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644
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645 Nosy list link event journalling is actually turned off by default now. If you
1227
92d8e1aad2e9 added mention of the new "minimal" template...
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646 want to turn it on, change to your issue class' nosy list, change its
1008
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647 definition from::
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648
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649 issue = IssueClass(db, "issue",
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650 assignedto=Link("user"), topic=Multilink("keyword"),
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651 priority=Link("priority"), status=Link("status"))
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652
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653 to::
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654
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655 issue = IssueClass(db, "issue", nosy=Multilink("user", do_journal='yes'),
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656 assignedto=Link("user"), topic=Multilink("keyword"),
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657 priority=Link("priority"), status=Link("status"))
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658
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659 noting that your definition of the nosy Multilink will override the normal one.
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660
1009
fc55426544b5 more upgrading docco and a tool to fix roles
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661
1008
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662 0.5.0 User schema changes
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663 ~~~~~~~~~~~~~~~~~~~~~~~~~
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664
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665 Users have two more properties, "queries" and "roles". You'll have something
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666 like this in your dbinit module now::
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667
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668 user = Class(db, "user",
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669 username=String(), password=Password(),
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670 address=String(), realname=String(),
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671 phone=String(), organisation=String(),
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672 alternate_addresses=String())
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673 user.setkey("username")
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674
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675 and you'll need to add the new properties and the new "query" class to it
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676 like so::
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677
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678 query = Class(db, "query",
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679 klass=String(), name=String(),
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680 url=String())
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681 query.setkey("name")
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682
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683 # Note: roles is a comma-separated string of Role names
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684 user = Class(db, "user",
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diff changeset
685 username=String(), password=Password(),
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686 address=String(), realname=String(),
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687 phone=String(), organisation=String(),
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688 alternate_addresses=String(),
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689 queries=Multilink('query'), roles=String())
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diff changeset
690 user.setkey("username")
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691
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diff changeset
692 The "queries" property is used to store off the user's favourite database
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diff changeset
693 queries. The "roles" property is explained below in `0.5.0 Security
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diff changeset
694 Settings`_.
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diff changeset
695
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Richard Jones <richard@users.sourceforge.net>
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diff changeset
696
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diff changeset
697 0.5.0 Security Settings
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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parents: 979
diff changeset
698 ~~~~~~~~~~~~~~~~~~~~~~~
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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diff changeset
699
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Richard Jones <richard@users.sourceforge.net>
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diff changeset
700 See the `security documentation`_ for an explanation of how the new security
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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diff changeset
701 system works. In a nutshell though, the security is handled as a four step
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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diff changeset
702 process:
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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703
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Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
704 1. Permissions are defined as having a name and optionally a hyperdb class
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
705 they're specific to,
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
706 2. Roles are defined that have one or more Permissions,
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Richard Jones <richard@users.sourceforge.net>
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diff changeset
707 3. Users are assigned Roles in their "roles" property, and finally
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
708 4. Roundup checks that users have appropriate Permissions at appropriate times
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
709 (like editing issues).
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
710
1089
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Richard Jones <richard@users.sourceforge.net>
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diff changeset
711 Your tracker dbinit module's *open* function now has to define any
43ab730ee194 instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents: 1051
diff changeset
712 Permissions that are specific to your tracker, and also the assignment
1008
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Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
713 of Permissions to Roles. At the moment, your open function
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
714 ends with::
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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diff changeset
715
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
716 import detectors
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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diff changeset
717 detectors.init(db)
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718
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Richard Jones <richard@users.sourceforge.net>
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diff changeset
719 return db
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
720
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
721 and what we need to do is insert some commands that will set up the security
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Richard Jones <richard@users.sourceforge.net>
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diff changeset
722 parameters. Right above the ``import detectors`` line, you'll want to insert
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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diff changeset
723 these lines::
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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diff changeset
724
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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diff changeset
725 #
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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diff changeset
726 # SECURITY SETTINGS
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727 #
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Richard Jones <richard@users.sourceforge.net>
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diff changeset
728 # new permissions for this schema
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Richard Jones <richard@users.sourceforge.net>
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diff changeset
729 for cl in 'issue', 'file', 'msg', 'user':
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diff changeset
730 db.security.addPermission(name="Edit", klass=cl,
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Richard Jones <richard@users.sourceforge.net>
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diff changeset
731 description="User is allowed to edit "+cl)
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Richard Jones <richard@users.sourceforge.net>
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diff changeset
732 db.security.addPermission(name="View", klass=cl,
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
733 description="User is allowed to access "+cl)
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
734
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Richard Jones <richard@users.sourceforge.net>
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diff changeset
735 # Assign the access and edit permissions for issue, file and message
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Richard Jones <richard@users.sourceforge.net>
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diff changeset
736 # to regular users now
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parents: 979
diff changeset
737 for cl in 'issue', 'file', 'msg':
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
738 p = db.security.getPermission('View', cl)
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Richard Jones <richard@users.sourceforge.net>
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diff changeset
739 db.security.addPermissionToRole('User', p)
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
740 p = db.security.getPermission('Edit', cl)
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Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
741 db.security.addPermissionToRole('User', p)
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
742 # and give the regular users access to the web and email interface
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Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
743 p = db.security.getPermission('Web Access')
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Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
744 db.security.addPermissionToRole('User', p)
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Richard Jones <richard@users.sourceforge.net>
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diff changeset
745 p = db.security.getPermission('Email Access')
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diff changeset
746 db.security.addPermissionToRole('User', p)
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
747
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
748 # May users view other user information? Comment these lines out
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
749 # if you don't want them to
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
750 p = db.security.getPermission('View', 'user')
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
751 db.security.addPermissionToRole('User', p)
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
752
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
753 # Assign the appropriate permissions to the anonymous user's Anonymous
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
754 # Role. Choices here are:
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
755 # - Allow anonymous users to register through the web
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
756 p = db.security.getPermission('Web Registration')
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
757 db.security.addPermissionToRole('Anonymous', p)
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
758 # - Allow anonymous (new) users to register through the email gateway
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
759 p = db.security.getPermission('Email Registration')
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
760 db.security.addPermissionToRole('Anonymous', p)
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
761 # - Allow anonymous users access to the "issue" class of data
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
762 # Note: this also grants access to related information like files,
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
763 # messages, statuses etc that are linked to issues
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
764 #p = db.security.getPermission('View', 'issue')
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
765 #db.security.addPermissionToRole('Anonymous', p)
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
766 # - Allow anonymous users access to edit the "issue" class of data
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
767 # Note: this also grants access to create related information like
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
768 # files and messages etc that are linked to issues
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
769 #p = db.security.getPermission('Edit', 'issue')
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
770 #db.security.addPermissionToRole('Anonymous', p)
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
771
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
772 # oh, g'wan, let anonymous access the web interface too
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
773 p = db.security.getPermission('Web Access')
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
774 db.security.addPermissionToRole('Anonymous', p)
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
775
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
776 Note in the comments there the places where you might change the permissions
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
777 to restrict users or grant users more access. If you've created additional
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
778 classes that users should be able to edit and view, then you should add them
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
779 to the "new permissions for this schema" section at the start of the security
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
780 block. Then add them to the "Assign the access and edit permissions" section
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
781 too, so people actually have the new Permission you've created.
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
782
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
783 One final change is needed that finishes off the security system's
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
784 initialisation. We need to add a call to ``db.post_init()`` at the end of the
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
785 dbinit open() function. Add it like this::
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
786
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
787 import detectors
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
788 detectors.init(db)
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
789
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
790 # schema is set up - run any post-initialisation
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
791 db.post_init()
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
792 return db
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
793
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
794 You may verify the setup of Permissions and Roles using the new
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
795 "``roundup-admin security``" command.
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
796
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
797
1009
fc55426544b5 more upgrading docco and a tool to fix roles
Richard Jones <richard@users.sourceforge.net>
parents: 1008
diff changeset
798 0.5.0 User changes
fc55426544b5 more upgrading docco and a tool to fix roles
Richard Jones <richard@users.sourceforge.net>
parents: 1008
diff changeset
799 ~~~~~~~~~~~~~~~~~~
fc55426544b5 more upgrading docco and a tool to fix roles
Richard Jones <richard@users.sourceforge.net>
parents: 1008
diff changeset
800
fc55426544b5 more upgrading docco and a tool to fix roles
Richard Jones <richard@users.sourceforge.net>
parents: 1008
diff changeset
801 To support all those schema changes, you'll need to massage your user database
fc55426544b5 more upgrading docco and a tool to fix roles
Richard Jones <richard@users.sourceforge.net>
parents: 1008
diff changeset
802 a little too, to:
fc55426544b5 more upgrading docco and a tool to fix roles
Richard Jones <richard@users.sourceforge.net>
parents: 1008
diff changeset
803
fc55426544b5 more upgrading docco and a tool to fix roles
Richard Jones <richard@users.sourceforge.net>
parents: 1008
diff changeset
804 1. make sure there's an "anonymous" user - this user is mandatory now and is
fc55426544b5 more upgrading docco and a tool to fix roles
Richard Jones <richard@users.sourceforge.net>
parents: 1008
diff changeset
805 the one that unknown users are logged in as.
fc55426544b5 more upgrading docco and a tool to fix roles
Richard Jones <richard@users.sourceforge.net>
parents: 1008
diff changeset
806 2. make sure all users have at least one Role.
fc55426544b5 more upgrading docco and a tool to fix roles
Richard Jones <richard@users.sourceforge.net>
parents: 1008
diff changeset
807
fc55426544b5 more upgrading docco and a tool to fix roles
Richard Jones <richard@users.sourceforge.net>
parents: 1008
diff changeset
808 If you don't have the "anonymous" user, create it now with the command::
fc55426544b5 more upgrading docco and a tool to fix roles
Richard Jones <richard@users.sourceforge.net>
parents: 1008
diff changeset
809
fc55426544b5 more upgrading docco and a tool to fix roles
Richard Jones <richard@users.sourceforge.net>
parents: 1008
diff changeset
810 roundup-admin create user username=anonymous roles=Anonymous
fc55426544b5 more upgrading docco and a tool to fix roles
Richard Jones <richard@users.sourceforge.net>
parents: 1008
diff changeset
811
fc55426544b5 more upgrading docco and a tool to fix roles
Richard Jones <richard@users.sourceforge.net>
parents: 1008
diff changeset
812 making sure the capitalisation is the same as above. Once you've done that,
fc55426544b5 more upgrading docco and a tool to fix roles
Richard Jones <richard@users.sourceforge.net>
parents: 1008
diff changeset
813 you'll need to set the roles property on all users to a reasonable default.
fc55426544b5 more upgrading docco and a tool to fix roles
Richard Jones <richard@users.sourceforge.net>
parents: 1008
diff changeset
814 The admin user should get "Admin", the anonymous user "Anonymous"
fc55426544b5 more upgrading docco and a tool to fix roles
Richard Jones <richard@users.sourceforge.net>
parents: 1008
diff changeset
815 and all other users "User". The ``fixroles.py`` script in the tools directory
fc55426544b5 more upgrading docco and a tool to fix roles
Richard Jones <richard@users.sourceforge.net>
parents: 1008
diff changeset
816 will do this. Run it like so (where python is your python 2+ binary)::
fc55426544b5 more upgrading docco and a tool to fix roles
Richard Jones <richard@users.sourceforge.net>
parents: 1008
diff changeset
817
1271
7733d5b96ef6 docco fix
Richard Jones <richard@users.sourceforge.net>
parents: 1227
diff changeset
818 python tools/fixroles.py -i <tracker home> fixroles
1009
fc55426544b5 more upgrading docco and a tool to fix roles
Richard Jones <richard@users.sourceforge.net>
parents: 1008
diff changeset
819
fc55426544b5 more upgrading docco and a tool to fix roles
Richard Jones <richard@users.sourceforge.net>
parents: 1008
diff changeset
820
fc55426544b5 more upgrading docco and a tool to fix roles
Richard Jones <richard@users.sourceforge.net>
parents: 1008
diff changeset
821
1008
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
822 0.5.0 CGI interface changes
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
823 ---------------------------
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
824
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
825 The CGI interface code was completely reorganised and largely rewritten. The
1089
43ab730ee194 instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents: 1051
diff changeset
826 end result is that this section of your tracker interfaces module will need
1008
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
827 changing from::
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
828
1308
bd71c43f0911 fixed upgrading doc to have CGI changes in the correct order
Richard Jones <richard@users.sourceforge.net>
parents: 1271
diff changeset
829 from roundup import cgi_client, mailgw
bd71c43f0911 fixed upgrading doc to have CGI changes in the correct order
Richard Jones <richard@users.sourceforge.net>
parents: 1271
diff changeset
830 from roundup.i18n import _
1008
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
831
1308
bd71c43f0911 fixed upgrading doc to have CGI changes in the correct order
Richard Jones <richard@users.sourceforge.net>
parents: 1271
diff changeset
832 class Client(cgi_client.Client):
1008
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
833 ''' derives basic CGI implementation from the standard module,
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
834 with any specific extensions
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
835 '''
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
836 pass
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
837
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
838 to::
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
839
1308
bd71c43f0911 fixed upgrading doc to have CGI changes in the correct order
Richard Jones <richard@users.sourceforge.net>
parents: 1271
diff changeset
840 from roundup import mailgw
bd71c43f0911 fixed upgrading doc to have CGI changes in the correct order
Richard Jones <richard@users.sourceforge.net>
parents: 1271
diff changeset
841 from roundup.cgi import client
1008
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
842
1308
bd71c43f0911 fixed upgrading doc to have CGI changes in the correct order
Richard Jones <richard@users.sourceforge.net>
parents: 1271
diff changeset
843 class Client(client.Client):
1008
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
844 ''' derives basic CGI implementation from the standard module,
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
845 with any specific extensions
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
846 '''
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
847 pass
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
848
1034
6afef8529d6c mention cgi script update
Richard Jones <richard@users.sourceforge.net>
parents: 1009
diff changeset
849 You will also need to install the new version of roundup.cgi from the source
6afef8529d6c mention cgi script update
Richard Jones <richard@users.sourceforge.net>
parents: 1009
diff changeset
850 cgi-bin directory if you're using it.
6afef8529d6c mention cgi script update
Richard Jones <richard@users.sourceforge.net>
parents: 1009
diff changeset
851
6afef8529d6c mention cgi script update
Richard Jones <richard@users.sourceforge.net>
parents: 1009
diff changeset
852
1008
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
853 0.5.0 HTML templating
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
854 ---------------------
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
855
1089
43ab730ee194 instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents: 1051
diff changeset
856 You'll want to make a backup of your current tracker html directory. You
1091
d870139aeb5c more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1089
diff changeset
857 should then copy the html directory from the Roundup source "classic" template
d870139aeb5c more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1089
diff changeset
858 and modify it according to your local schema changes.
1008
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
859
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
860 If you need help with the new templating system, please ask questions on the
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
861 roundup-users mailing list (available through the roundup project page on
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
862 sourceforge, http://roundup.sf.net/)
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
863
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
864
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
865 0.5.0 Detectors
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
866 ---------------
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
867
1089
43ab730ee194 instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents: 1051
diff changeset
868 The nosy reactor has been updated to handle the tracker not having an
43ab730ee194 instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents: 1051
diff changeset
869 "assignedto" property on issues. You may want to copy it into your tracker's
1008
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
870 detectors directory. Chances are you've already fixed it though :)
825
0779ea9f1f18 More indexer work:
Richard Jones <richard@users.sourceforge.net>
parents: 798
diff changeset
871
0779ea9f1f18 More indexer work:
Richard Jones <richard@users.sourceforge.net>
parents: 798
diff changeset
872
782
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
873 Migrating from 0.4.1 to 0.4.2
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
874 =============================
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
875
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
876 0.4.2 Configuration
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
877 -------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
878 The USER_INDEX definition introduced in 0.4.1 was too restrictive in its
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
879 allowing replacement of 'assignedto' with the user's userid. Users must change
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
880 the None value of 'assignedto' to 'CURRENT USER' (the string, in quotes) for
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
881 the replacement behaviour to occur now.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
882
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
883 The new configuration variables are:
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
884
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
885 - EMAIL_KEEP_QUOTED_TEXT
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
886 - EMAIL_LEAVE_BODY_UNCHANGED
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
887 - ADD_RECIPIENTS_TO_NOSY
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
888
798
faf164ab8ed9 Docco changes.
Richard Jones <richard@users.sourceforge.net>
parents: 782
diff changeset
889 See the sample configuration files in::
782
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
890
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
891 <roundup source>/roundup/templates/classic/instance_config.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
892
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
893 and::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
894
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
895 <roundup source>/roundup/templates/extended/instance_config.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
896
1008
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
897 and the `customisation documentation`_ for information on how they're used.
782
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
898
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
899
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
900 0.4.2 Changes to detectors
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
901 --------------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
902 You will need to copy the detectors from the distribution into your instance
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
903 home "detectors" directory. If you used the classic schema, the detectors
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
904 are in::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
905
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
906 <roundup source>/roundup/templates/classic/detectors/
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
907
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
908 If you used the extended schema, the detectors are in::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
909
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
910 <roundup source>/roundup/templates/extended/detectors/
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
911
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
912 The change means that schema-specific code has been removed from the
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
913 mail gateway and cgi interface and made into auditors:
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
914
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
915 - nosyreactor.py has now got an updatenosy auditor which updates the nosy
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
916 list with author, recipient and assignedto information.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
917 - statusauditor.py makes the unread or resolved -> chatting changes and
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
918 presets the status of an issue to unread.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
919
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
920 There's also a bug or two fixed in the nosyreactor code.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
921
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
922 0.4.2 HTML templating changes
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
923 -----------------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
924 The link() htmltemplate function now has a "showid" option for links and
1089
43ab730ee194 instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents: 1051
diff changeset
925 multilinks. When true, it only displays the linked item id as the anchor
782
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
926 text. The link value is displayed as a tooltip using the title anchor
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
927 attribute. To use in eg. the superseder field, have something like this::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
928
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
929 <td>
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
930 <display call="field('superseder', showid=1)">
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
931 <display call="classhelp('issue', 'id,title', label='list', width=500)">
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
932 <property name="superseder">
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
933 <br>View: <display call="link('superseder', showid=1)">
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
934 </property>
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
935 </td>
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
936
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
937 The stylesheets have been cleaned up too. You may want to use the newer
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
938 versions in::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
939
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
940 <roundup source>/roundup/templates/<template>/html/default.css
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
941
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
942
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
943
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
944 Migrating from 0.4.0 to 0.4.1
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
945 =============================
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
946
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
947 0.4.1 Files storage
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
948 -------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
949
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
950 Messages and files from newly created issues will be put into subdierectories
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
951 in thousands e.g. msg123 will be put into files/msg/0/msg123, file2003
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
952 will go into files/file/2/file2003. Previous messages are still found, but
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
953 could be put into this structure.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
954
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
955 0.4.1 Configuration
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
956 -------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
957
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
958 To allow more fine-grained access control, the variable used to check
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
959 permission to auto-register users in the mail gateway is now called
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
960 ANONYMOUS_REGISTER_MAIL rather than overloading ANONYMOUS_REGISTER. If the
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
961 variable doesn't exist, then ANONYMOUS_REGISTER is tested as before.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
962
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
963 Configuring the links in the web header is now easier too. The following
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
964 variables have been added to the classic instance_config.py::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
965
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
966 HEADER_INDEX_LINKS - defines the "index" links to be made available
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
967 HEADER_ADD_LINKS - defines the "add" links
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
968 DEFAULT_INDEX - specifies the index view for DEFAULT
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
969 UNASSIGNED_INDEX - specifies the index view for UNASSIGNED
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
970 USER_INDEX - specifies the index view for USER
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
971
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
972 See the <roundup source>/roundup/templates/classic/instance_config.py for more
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
973 information - including how the variables are to be set up. Most users will
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
974 just be able to copy the variables from the source to their instance home. If
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
975 you've modified the header by changing the source of the interfaces.py file in
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
976 the instance home, you'll need to remove that customisation and move it into
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
977 the appropriate variables in instance_config.py.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
978
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
979 The extended schema has similar variables added too - see the source for more
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
980 info.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
981
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
982 0.4.1 Alternate E-Mail Addresses
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
983 --------------------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
984
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
985 If you add the property "alternate_addresses" to your user class, your users
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
986 will be able to register alternate email addresses that they may use to
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
987 communicate with roundup as. All email from roundup will continue to be sent
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
988 to their primary address.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
989
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
990 If you have not edited the dbinit.py file in your instance home directory,
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
991 you may simply copy the new dbinit.py file from the core code. If you used
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
992 the classic schema, the interfaces file is in::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
993
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
994 <roundup source>/roundup/templates/classic/dbinit.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
995
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
996 If you used the extended schema, the file is in::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
997
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
998 <roundup source>/roundup/templates/extended/dbinit.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
999
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1000 If you have modified your dbinit.py file, you need to edit the dbinit.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1001 file in your instance home directory. Find the lines which define the user
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1002 class::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1003
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1004 user = Class(db, "msg",
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1005 username=String(), password=Password(),
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1006 address=String(), realname=String(),
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1007 phone=String(), organisation=String(),
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1008 alternate_addresses=String())
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1009
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1010 You will also want to add the property to the user's details page. The
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1011 template for this is the "user.item" file in your instance home "html"
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1012 directory. Similar to above, you may copy the file from the roundup source if
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1013 you haven't modified it. Otherwise, add the following to the template::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1014
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1015 <display call="multiline('alternate_addresses')">
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1016
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1017 with appropriate labelling etc. See the standard template for an idea.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1018
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1019
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1020
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1021 Migrating from 0.3.x to 0.4.0
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1022 =============================
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1023
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1024 0.4.0 Message-ID and In-Reply-To addition
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1025 -----------------------------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1026 0.4.0 adds the tracking of messages by message-id and allows threading
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1027 using in-reply-to. Most e-mail clients support threading using this
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1028 feature, and we hope to add support for it to the web gateway. If you
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1029 have not edited the dbinit.py file in your instance home directory, you may
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1030 simply copy the new dbinit.py file from the core code. If you used the
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1031 classic schema, the interfaces file is in::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1032
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1033 <roundup source>/roundup/templates/classic/dbinit.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1034
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1035 If you used the extended schema, the file is in::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1036
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1037 <roundup source>/roundup/templates/extended/dbinit.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1038
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1039 If you have modified your dbinit.py file, you need to edit the dbinit.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1040 file in your instance home directory. Find the lines which define the msg
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1041 class::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1042
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1043 msg = FileClass(db, "msg",
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1044 author=Link("user"), recipients=Multilink("user"),
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1045 date=Date(), summary=String(),
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1046 files=Multilink("file"))
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1047
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1048 and add the messageid and inreplyto properties like so::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1049
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1050 msg = FileClass(db, "msg",
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1051 author=Link("user"), recipients=Multilink("user"),
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1052 date=Date(), summary=String(),
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1053 files=Multilink("file"),
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1054 messageid=String(), inreplyto=String())
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1055
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1056 Also, configuration is being cleaned up. This means that your dbinit.py will
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1057 also need to be changed in the open function. If you haven't changed your
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1058 dbinit.py, the above copy will be enough. If you have, you'll need to change
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1059 the line (round line 50)::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1060
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1061 db = Database(instance_config.DATABASE, name)
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1062
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1063 to::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1064
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1065 db = Database(instance_config, name)
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1066
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1067
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1068 0.4.0 Configuration
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1069 --------------------
1096
fa7df238e2d4 More cleaning up of configuration, and the "instance" -> "tracker" renaming.
Richard Jones <richard@users.sourceforge.net>
parents: 1091
diff changeset
1070 ``TRACKER_NAME`` and ``EMAIL_SIGNATURE_POSITION`` have been added to the
782
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1071 instance_config.py. The simplest solution is to copy the default values
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1072 from template in the core source.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1073
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1074 The mail gateway now checks ``ANONYMOUS_REGISTER`` to see if unknown users
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1075 are to be automatically registered with the tracker. If it is set to "deny"
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1076 then unknown users will not have access. If it is set to "allow" they will be
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1077 automatically registered with the tracker.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1078
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1079
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1080 0.4.0 CGI script roundup.cgi
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1081 ----------------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1082 The CGI script has been updated with some features and a bugfix, so you should
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1083 copy it from the roundup cgi-bin source directory again. Make sure you update
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1084 the ROUNDUP_INSTANCE_HOMES after the copy.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1085
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1086
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1087 0.4.0 Nosy reactor
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1088 ------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1089 The nosy reactor has also changed - copy the nosyreactor.py file from the core
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1090 source::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1091
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1092 <roundup source>/roundup/templates/<template>/detectors/nosyreactor.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1093
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1094 to your instance home "detectors" directory.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1095
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1096
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1097 0.4.0 HTML templating
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1098 ---------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1099 The field() function was incorrectly implemented - links and multilinks now
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1100 display as text fields when rendered using field(). To display a menu (drop-
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1101 down or select box) you need to use the menu() function.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1102
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1103
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1104
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1105 Migrating from 0.2.x to 0.3.x
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1106 =============================
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1107
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1108 0.3.x Cookie Authentication changes
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1109 -----------------------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1110 0.3.0 introduces cookie authentication - you will need to copy the
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1111 interfaces.py file from the roundup source to your instance home to enable
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1112 authentication. If you used the classic schema, the interfaces file is in::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1113
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1114 <roundup source>/roundup/templates/classic/interfaces.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1115
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1116 If you used the extended schema, the file is in::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1117
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1118 <roundup source>/roundup/templates/extended/interfaces.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1119
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1120 If you have modified your interfaces.Client class, you will need to take
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1121 note of the login/logout functionality provided in roundup.cgi_client.Client
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1122 (classic schema) or roundup.cgi_client.ExtendedClient (extended schema) and
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1123 modify your instance code apropriately.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1124
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1125
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1126 0.3.x Password encoding
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1127 -----------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1128 This release also introduces encoding of passwords in the database. If you
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1129 have not edited the dbinit.py file in your instance home directory, you may
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1130 simply copy the new dbinit.py file from the core code. If you used the
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1131 classic schema, the interfaces file is in::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1132
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1133 <roundup source>/roundup/templates/classic/dbinit.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1134
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1135 If you used the extended schema, the file is in::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1136
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1137 <roundup source>/roundup/templates/extended/dbinit.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1138
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1139
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1140 If you have modified your dbinit.py file, you may use encoded passwords:
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1141
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1142 1. Edit the dbinit.py file in your instance home directory
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1143 a. At the first code line of the open() function::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1144
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1145 from roundup.hyperdb import String, Date, Link, Multilink
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1146
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1147 alter to include Password, as so::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1148
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1149 from roundup.hyperdb import String, Password, Date, Link, Multilink
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1150
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1151 b. Where the password property is defined (around line 66)::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1152
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1153 user = Class(db, "user",
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1154 username=String(), password=String(),
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1155 address=String(), realname=String(),
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1156 phone=String(), organisation=String())
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1157 user.setkey("username")
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1158
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1159 alter the "password=String()" to "password=Password()"::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1160
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1161 user = Class(db, "user",
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1162 username=String(), password=Password(),
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1163 address=String(), realname=String(),
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1164 phone=String(), organisation=String())
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1165 user.setkey("username")
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1166
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1167 2. Any existing passwords in the database will remain cleartext until they
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1168 are edited. It is recommended that at a minimum the admin password be
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1169 changed immediately::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1170
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1171 roundup-admin -i <instance home> set user1 password=<new password>
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1172
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1173
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1174 0.3.x Configuration
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1175 -------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1176 FILTER_POSITION, ANONYMOUS_ACCESS, ANONYMOUS_REGISTER have been added to
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1177 the instance_config.py. Simplest solution is to copy the default values from
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1178 template in the core source.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1179
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1180 MESSAGES_TO_AUTHOR has been added to the IssueClass in dbinit.py. Set to 'yes'
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1181 to send nosy messages to the author. Default behaviour is to not send nosy
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1182 messages to the author. You will need to add MESSAGES_TO_AUTHOR to your
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1183 dbinit.py in your instance home.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1184
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1185
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1186 0.3.x CGI script roundup.cgi
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1187 ----------------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1188 There have been some structural changes to the roundup.cgi script - you will
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1189 need to install it again from the cgi-bin directory of the source
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1190 distribution. Make sure you update the ROUNDUP_INSTANCE_HOMES after the
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1191 copy.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1192
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1193
1008
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
1194 .. _`customisation documentation`: customizing.html
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
1195 .. _`security documentation`: security.html
2409
Richard Jones <richard@users.sourceforge.net>
parents: 2374
diff changeset
1196 .. _`administration guide`: admin_guide.html

Roundup Issue Tracker: http://roundup-tracker.org/