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Clean up docs on roundup-sever SSL use. Duplicate sections from man page update to admin_guide as the man page often isn't installed anywhere man can find it. Remove warning that SSL is only supported on python 3. Suprisingly my change to fix it on Python 3 also inadvertantly fixed it on python 2.
author John Rouillard <rouilj@ieee.org>
date Thu, 18 Aug 2022 14:57:15 -0400
parents 1319ab13f286
children 9ff091537f43
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1 .. meta::
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2 :description:
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3 How to administer, backup, upgrade a Roundup installation.
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4 System and user security, configuring web compression,
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5 documentation on using roundup-server and running
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6 roundup-admin.
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7
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8
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9 ====================
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10 Administration Guide
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11 ====================
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12
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13 .. contents::
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14 :local:
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15
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16 What does Roundup install?
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17 ==========================
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18
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19 There's two "installations" that we talk about when using Roundup:
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20
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21 1. The installation of the software and its support files. This uses the
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22 standard Python mechanism called "setuptools" and thus Roundup's core code,
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23 executable scripts and support data files are installed in Python's
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24 directories. On Windows, this is typically:
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25
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26 Scripts
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27 ``<python dir>\scripts\...``
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28 Core code
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29 ``<python dir>\lib\site-packages\roundup\...``
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30 Support files
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31 ``<python dir>\share\roundup\...``
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32
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33 and on Unix-like systems (eg. Linux):
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34
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35 Scripts
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36 ``<python root>/bin/...``
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37 Core code
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38 ``<python root>/lib-<python version>/site-packages/roundup/...``
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39 Support files
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40 ``<python root>/share/roundup/...``
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41
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42 2. The installation of a specific tracker. When invoking the roundup-admin
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43 "inst" (and "init") commands, you're creating a new Roundup tracker. This
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44 installs configuration files, HTML templates, detector code and a new
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45 database. You have complete control over where this stuff goes through
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46 both choosing your "tracker home" and the ``main`` -> ``database`` variable
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47 in the tracker's config.ini.
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49
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50 Configuring Roundup's Logging of Messages For Sysadmins
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51 =======================================================
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52
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53 You may configure where Roundup logs messages in your tracker's config.ini
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54 file. Roundup will use the standard Python (2.3+) logging implementation.
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55
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56 Configuration for standard "logging" module:
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57 - tracker configuration file specifies the location of a logging
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58 configration file as ``logging`` -> ``config``
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59 - ``roundup-server`` specifies the location of a logging configuration
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60 file on the command line
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61 Configuration for "BasicLogging" implementation:
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62 - tracker configuration file specifies the location of a log file
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63 ``logging`` -> ``filename``
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64 - tracker configuration file specifies the level to log to as
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65 ``logging`` -> ``level``
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66 - ``roundup-server`` specifies the location of a log file on the command
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67 line
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68 - ``roundup-server`` specifies the level to log to on the command line
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69
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70 (``roundup-mailgw`` always logs to the tracker's log file)
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71
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72 In both cases, if no logfile is specified then logging will simply be sent
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73 to sys.stderr with only logging of ERROR messages.
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74
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76 Configuring roundup-server
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77 ==========================
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78
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79 The basic configuration file is as follows (taken from the
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80 ``roundup-server.ini.example`` file in the "doc" directory)::
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81
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82 [main]
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83
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84 # Host name of the Roundup web server instance.
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85 # If left unconfigured (no 'host' setting) the default
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86 # will be used.
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87 # If empty, listen on all network interfaces.
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88 # If you want to explicitly listen on all
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89 # network interfaces, the address 0.0.0.0 is a more
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90 # explicit way to achieve this, the use of an empty
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91 # string for this purpose is deprecated and will go away
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92 # in a future release.
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93 # Default: localhost
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94 host = localhost
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95
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96 # Port to listen on.
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97 # Default: 8080
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98 port = 8017
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99
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100 # Path to favicon.ico image file. If unset, built-in favicon.ico is used.
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101 # The path may be either absolute or relative
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102 # to the directory containing this config file.
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103 # Default: favicon.ico
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104 favicon = favicon.ico
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105
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106 # User ID as which the server will answer requests.
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107 # In order to use this option, the server must be run initially as root.
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108 # Availability: Unix.
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109 # Default:
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110 user = roundup
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111
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112 # Group ID as which the server will answer requests.
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113 # In order to use this option, the server must be run initially as root.
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114 # Availability: Unix.
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115 # Default:
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116 group =
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117
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118 # don't fork (this overrides the pidfile mechanism)'
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119 # Allowed values: yes, no
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120 # Default: no
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121 nodaemon = no
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122
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123 # Log client machine names instead of IP addresses (much slower)
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124 # Allowed values: yes, no
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125 # Default: no
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126 log_hostnames = no
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127
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128 # File to which the server records the process id of the daemon.
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129 # If this option is not set, the server will run in foreground
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130 #
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131 # The path may be either absolute or relative
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132 # to the directory containing this config file.
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133 # Default:
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134 pidfile =
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135
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136 # Log file path. If unset, log to stderr.
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137 # The path may be either absolute or relative
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138 # to the directory containing this config file.
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139 # Default:
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140 logfile =
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141
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142 # Set processing of each request in separate subprocess.
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143 # Allowed values: debug, none, thread, fork.
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144 # Default: fork
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145 multiprocess = fork
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146
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147 # Tracker index template. If unset, built-in will be used.
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148 # The path may be either absolute or relative
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149 # to the directory containing this config file.
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150 # Default:
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151 template =
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152
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153 # Enable SSL support (requires pyopenssl)
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154 # Allowed values: yes, no
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155 # Default: no
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156 ssl = no
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157
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158 # PEM file used for SSL. A temporary self-signed certificate
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159 # will be used if left blank.
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160 # The path may be either absolute or relative
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161 # to the directory containing this config file.
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162 # Default:
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163 pem =
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164
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165 # Roundup trackers to serve.
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166 # Each option in this section defines single Roundup tracker.
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167 # Option name identifies the tracker and will appear in the URL.
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168 # Option value is tracker home directory path.
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169 # The path may be either absolute or relative
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170 # to the directory containing this config file.
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171 [trackers]
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172
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173 demo = /trackers/demo
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174 sysadmin = /trackers/sysadmin
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175
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176 Additional notes for each keyword:
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177
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178 **template**
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179 Specifies a template used for displaying the tracker index when
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180 multiple trackers are being used. It is processed by TAL and
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181 the variable "trackers" is available to the template and is a
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182 dict of all configured trackers.
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183 **ssl**
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184 Enables use of SSL to secure the connection to the
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185 roundup-server. In most cases, you will want to run a
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186 real web server (Apache, Nginx) as a proxy to
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187 roundup-server running without SSL. The real web server
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188 can filter/rate limit/firewall requests to roundup-server.
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189 If you enable this, ensure that your tracker's config.ini specifies
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190 an *https* URL. See roundup-server.1 man page for
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191 additional information.
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192 **pem**
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193 If specified, the SSL PEM file containing the private key and certificate.
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194 The file must include both the private key and certificate with appropriate
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195 headers (e.g. ``-----BEGIN PRIVATE KEY-----``,
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196 ``-----END PRIVATE KEY-----`` and
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197 ``-----BEGIN CERTIFICATE-----``,
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198 ``-----END CERTIFICATE-----``.
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199 If not specified, roundup will generate a temporary, self-signed certificate
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200 for use.
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201 **trackers** section
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202 Each line denotes a mapping from a URL component to a tracker home.
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203 Make sure the name part doesn't include any url-unsafe characters like
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204 spaces. Stick to alphanumeric characters and you'll be ok.
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205
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206 To generate a config.ini in the current directory (note it will
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207 overwrite an existing file) from the roundup-server command line use::
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208
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209 roundup_server -p 8017 -u roundup --save-config demo=/trackers/demo \
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210 sysadmin=/trackers/sysadmin
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211
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212 Configuring Compression
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213 =======================
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214
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215 Roundup will compress HTTP responses to clients on the fly. Dynamic,
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216 on the fly, compression is enabled by default, to disable it set::
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217
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218 [web]
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219 ...
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220 dynamic_compression = No
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221
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222 in the tracker's ``config.ini``. You should disable compression if
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223 your proxy (e.g. nginx or apache) or wsgi server (uwsgi) is configured
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224 to compress responses on the fly. The python standard library includes
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225 gzip support. For brotli or zstd you will need to install packges. See
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226 the `installation documentation`_ for details.
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227
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228 Some assets will not be compressed on the fly. Assets with mime types
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229 of "image/png" or "image/jpeg" will not be compressed. You
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230 can add mime types to the list by using ``interfaces.py`` as discussed
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231 in the `customisation documentation`_. As an example adding::
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232
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233 from roundup.cgi.client import Client
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234
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235 Client.precompressed_mime_types.append('application/zip`)
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236
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237 to ``interfaces.py`` will prevent zip files from being compressed.
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238
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239 Any content less than 100 bytes in size will not be compressed (e.g
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240 errors messages, short json responses).
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241
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242 Zstd will be used if the client can understand it, followed by brotli
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243 then gzip encoding. Currently the preference order is hard coded into
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244 the server and not parsed using ``q`` values from the client's
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245 Accept-Encoding header. This is an area for improvement.
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246
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247 In addition to dynamic compression, static files/assets accessed using
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248 ``@@file`` can be pre-compressed. This reduces CPU load on the server
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249 and reduces the time required to respond to the client. By default
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250 searching for pre-compressed files is disabled. To enable it set::
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251
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252 [web]
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253 ...
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254 use_precompressed_files = Yes
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255
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256 in the tracker's ``config.ini`` file. Then you can create a
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257 precompressed file and it will be served if the client is able to
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258 accept it. For a file ``.../@@file/library.js`` you can create::
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259
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260 tracker_home/html/library.js.gzip
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261 tracker_home/html/library.js.br
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262 tracker_home/html/library.js.zstd
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263
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264 which should be created by using (respectively)::
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265
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266 gzip --keep --suffix .gzip library.js
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267 brotli library.js
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268 zstd library.js && mv library.js.zst library.js.zstd
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269
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270 see the man pages for options that control compression level. Note
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271 that some levels require additional memory on the client side, so you
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272 may not always want to use the highest compression available.
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273
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274 A pre-compressed file will not be used if its modified date is earlier
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275 than the uncompressed file. For example, if ``library.js.gzip`` is
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276 older (has earlier modification date) than ``library.js``,
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277 ``library.js.gzip`` will be ignored. ``library.js`` will be
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278 served instead. ``library.js`` will be dynamically compressed on the
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279 fly and a warning message will be logged.
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280
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281 Precompressed files override dynamic compression. For example, assume
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282 the client can accept brotli and gzip. If there are no precompressed
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283 files, the data will be compressed dynamically (on the fly) using
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284 brotli. If there is a precompressed gzip file present the client will
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285 get the gzip version and not a brotli compressed version. This
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286 mechanism allows the admin to allow use of brotli and zstd for
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287 dynamic content, but not for static content.
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288
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289 Configuring native-fts Full Text Search
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290 =======================================
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291
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292 Roundup release 2.2.0 supports database-native full text search.
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293 SQLite (minimum version 3.9.0) with FTS5 and PostgreSQL (minimum
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294 version 11.0) with websearch_to_tsvector are supported.
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295
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296 To enable this method, change the ``indexer`` setting in the tracker's
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297 config.ini to ``native-fts``. Then reindex using ``roundup-admin -i
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298 tracker_home reindex``. The amount of time it takes to reindex
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299 depends on the amount of data in your tracker, the speed of your
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300 disks, etc. It can take hours.
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301
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302 SQLite details
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303 --------------
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304
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305 The SQLite native-fts changes the full text search query a little bit.
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306 For the other search methods, the search terms are split on white
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307 space and each item in the index: a field (e.g. title), message
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308 content and file content is searched for all the terms. If any term is
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309 missing that item is ignored. Once the items are found they are mapped
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310 to an issue and the normal issue index is displayed.
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311
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312 When using FTS5, the search terms can use the full text search query
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313 language described at:
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314 https://www.sqlite.org/fts5.html#full_text_query_syntax. This
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315 supports:
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316
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317 * plain word search (joined with and similar to other search methods)
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318 * phrase search with terms enclosed in quotes (``"``)
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319 * proximity search with varying distances using ``NEAR()``
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320 * boolean operations by grouping with parentheses and using ``AND``
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321 and ``OR``
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322 * exclusion using ``NOT``
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323 * prefix searching by prefixing the term with``^``
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324
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325 All of the data that is indexed is in a single column, so when column
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326 specifiers are used they usually result in an error which is detected
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327 and an enhanced error message is produced.
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328
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329 Unlike the native, xapian and whoosh indexers, there are no stopwords,
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330 and there is no limit to the length of terms that are indexed. Keeping
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331 these would break proximity and phrase searching. This may be helpful
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332 or problematic for your particular tracker.
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333
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334 To support the most languages available, the unicode61 tokenizer is
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335 used without porter stemming. Using the ``indexer_language`` setting
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336 to enable stemming for ``english`` is not available in this
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337 implementation. Also ranking information is not used in this
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338 implementation. These are areas for improvement.
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339
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340 PostgreSQL info
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341 ---------------
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342
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343 The PostgreSQL native-fts changes the full text search query a little
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344 bit. When using PostgreSQL full text search, two different query
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345 languages are supported.
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346
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347 1. websearch - described at the end of
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348 `Parsing Queries`_ under websearch_to_tsquery. This is the default.
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349
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350 2. tsquery - described at the beginning of `Parsing Queries`_ with
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351 to_tsquery. It is enabled by starting the search phrase with ``ts:``.
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352
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353 .. _Parsing Queries: \
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354 https://www.postgresql.org/docs/14/textsearch-controls.html#TEXTSEARCH-PARSING-QUERIES
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355
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356 Websearch provides a more natural style of search and supports:
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357
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358 * plain word search (stemmed in most cases)
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359 * phrase search with terms enclosed in quotes (``"``)
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360 * exclusion by prefixing a term/phrase with ``-``
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361 * alternative/or searching with ``or`` between terms
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362 * ignores non-word characters including punctuation
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363
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364 Tsquery supports:
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365
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366 * a strict query syntax
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367 * plain word search
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368 * phrase search with the ``<->`` operator or enclosing the phrase in
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369 ``'`` single quotes (note this will use a stemmer on the terms
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370 in the phrase).
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371 * proximity search with varying distances using ``<N>``
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372 * boolean operations by grouping with parentheses and using ``&``
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373 and ``|``
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374 * exclusion using ``!``
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375 * prefix searching using ``:*`` at the end of the prefix
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376
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377 All of the data that is indexed is in a single column and input
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378 weighing is not used.
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379
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380 Depending on the FTS configuration (determined by the
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381 ``indexer_language`` setting), stopwords are supported. PostgreSQL
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382 takes the stopwords into account when calculating the data needed for
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383 proximity/near searches. Like SQLite FTS, there is no limit to the
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384 length of terms that are indexed. Again this may be helpful or
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385 problematic for your particular tracker.
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386
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387 The config.ini ``indexer_language`` setting is used to define the
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388 configuration used for indexing. For example with the default
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389 ``english`` setting a snowball stemmer (english_stem) is used. So
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390 words like 'drive' and 'driving' and 'drive-in' will all match a
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391 search for 'drive' but will not match 'driver'.
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392
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393 The indexer_language is used as the configuration name for every call
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394 to the text search functions (to_tsvector, to_tsquery). Changing this
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395 requires reindexing.
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396
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397 The `configuration list can be obtained using using psql's`_
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398 ``\dF`` command.
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399
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400 .. _configuration list can be obtained using using psql's: \
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401 https://www.postgresql.org/docs/current/textsearch-psql.html
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402
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403 Roundup includes a hardcoded list for all languages supported by
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404 PostgreSQL 14.1. The list includes 5 custom "languages"
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405 ``custom1`` ... ``custom5`` to allow you to set up your `own textsearch
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406 configuration`_ using one of the custom names. Depending on your
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407 PostgreSQL version, we may allow an invalid language to be configured.
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408 You will see an error about ``text search configuration ... does not
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409 exist``.
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410
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411 .. _own textsearch configuration: \
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412 https://www.postgresql.org/docs/14/textsearch-configuration.html
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413
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414 It may be possible to append to this list using the tracker's
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415 interfaces.py. For details, see ``test/test_indexer.py`` in the
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
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416 roundup distribution and search for ``valid_langs``. If you succeed
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
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diff changeset
417 please email roundup-users AT lists.sourceforge.net with a description
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
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diff changeset
418 of your success.
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diff changeset
419
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
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diff changeset
420 After changing the configuration language, you must reindex the
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
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diff changeset
421 tracker since the index must match the configuration language used for
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
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422 querying.
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
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423
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
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diff changeset
424 Also there are various `dictionaries`_ that allow you to:
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
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diff changeset
425
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
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426 * add stopwords
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
427 * override stemming for a term
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
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428 * add synonyms (e.g. a search for "pg" can also match 'psql'
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
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429 "postgresql")
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430 * add terms that expand/contract the search space (Thesaurus
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
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431 dictionary)
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
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432 * additional transforms
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
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433
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
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434 .. _dictionaries: https://www.postgresql.org/docs/14/textsearch-dictionaries.html
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
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parents: 6586
diff changeset
435
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
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436 Use of these is beyond this documentation. Please visit the
6606
328ad56e438a postgresql database fts - add to CHANGES and add url to admin.
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parents: 6604
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437 appropriate PostgreSQL documents. The following my also be helpful:
328ad56e438a postgresql database fts - add to CHANGES and add url to admin.
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parents: 6604
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438
328ad56e438a postgresql database fts - add to CHANGES and add url to admin.
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parents: 6604
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439 * http://rachbelaid.com/postgres-full-text-search-is-good-enough/
6604
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440
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diff changeset
441 Ranking information is not used in this implementation. Also stop
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
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diff changeset
442 words set in config.ini are ignored. These are areas for improvement.
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
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443
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
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444 Cleaning up old native indexes
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
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diff changeset
445 ------------------------------
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
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diff changeset
446
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
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parents: 6586
diff changeset
447 If you are happy with the database fts indexing, you can save some space by
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
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parents: 6586
diff changeset
448 removing the data from the native text indexing tables. This requires
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
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449 using the ``sqlite3`` or ``psql`` commands to execute SQL to delete the
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
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parents: 6586
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450 rows in the ``__textids`` and ``__words`` tables. You can do this with
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
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451 the following SQL commands::
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452
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
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453 delete from __words;
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
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diff changeset
454 delete from __textids;
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
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455
6814
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
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parents: 6781
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456 Note this deletes data from the tables and does *not* delete
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
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457 the table. This allows you to revert to Roundup's native
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parents: 6781
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458 full text indexing on SQLite or Postgres. If you were to
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
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459 delete the tables, Roundup will not recreate the
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
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parents: 6781
diff changeset
460 tables. Under PostgreSQL, you can use the ``truncate
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461 <tablename>`` command if you wish.
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
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462
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
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diff changeset
463 Configuring Session Databases
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
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diff changeset
464 =============================
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
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465
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
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466 The session and OTK (one time key) databases
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
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467 store information about the operation of Roundup.
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
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parents: 6781
diff changeset
468 This ephemeral data:
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John Rouillard <rouilj@ieee.org>
parents: 6781
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469
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
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470 * web login session keys,
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
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471 * CSRF tokens,
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John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
472 * email password recovery one time keys,
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
473 * rate limiting data,
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
474 * ...
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
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475
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
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diff changeset
476 can be a performance bottleneck. It usually happens with
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
477 anydbm or SQLite backends. PostgreSQL and MySQL are
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
478 sufficiently powerful that they can handle the higher
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
479 transaction rates.
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
480
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
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diff changeset
481 If you are using sqlite, you can choose to use the anydbm
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John Rouillard <rouilj@ieee.org>
parents: 6781
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482 database for session data. By default it will use additional
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
483 sqlite databases for storing the session and otk data.
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
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484
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
485 The following table shows which primary databases support
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
486 different session database backends::
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
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487
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
488
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
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diff changeset
489 main\/ session>| anydbm | sqlite | redis | mysql | postgresql |
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
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parents: 6781
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490 anydbm | D | | X | | |
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John Rouillard <rouilj@ieee.org>
parents: 6781
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491 sqlite | X | D | X | | |
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
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492 mysql | | | | D | |
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493 postgresql | | | | | D |
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parents: 6781
diff changeset
494 --------------------------------------------------------------+
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
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495 D - default if unconfigured, X - compatible choice
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John Rouillard <rouilj@ieee.org>
parents: 6781
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496
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
497 The ``backend`` setting is in the tracker's ``config.ini``
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498 file under the ``sessiondb`` section.
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John Rouillard <rouilj@ieee.org>
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499
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
500 Using Redis for Session Databases
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John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
501 ---------------------------------
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
502
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
503 Redis is an in memory key/value data structure store.
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
504
6819
1319ab13f286 redis works with python 2.7 too.
John Rouillard <rouilj@ieee.org>
parents: 6814
diff changeset
505 You need to install the redis-py_ module from pypi. Then
1319ab13f286 redis works with python 2.7 too.
John Rouillard <rouilj@ieee.org>
parents: 6814
diff changeset
506 install Redis using your package manager or by downloading
1319ab13f286 redis works with python 2.7 too.
John Rouillard <rouilj@ieee.org>
parents: 6814
diff changeset
507 it from the Redis_ website.
6814
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
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diff changeset
508
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
509 You need to secure your redis instance. The data that
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
510 Roundup stores includes session cookies and other
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
511 authentication tokens. At minimum you should require a
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
512 password to connect to your redis database. Set
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
513 ``requirepass`` in ``redis.conf``. Then change the
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
514 ``redis_url`` in ``config.ini`` to use the password.
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
515
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
516
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
517 For example::
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
518
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
519 redis://:mypassword@localhost:7200/10
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
520
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
521 will connect to the redis instance running on localhost at
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
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522 port 7200 using the password ``mypassword`` to open database
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
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diff changeset
523 10. The ``redis_url`` setting can load a file to better
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
524 secure the url. If you are using redis 6.0 or newer, you can
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
525 specify a username/password and access control lists to
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
526 improv the security of your data. Another good alternative
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
527 is to talk to redis using a Unix domain socket.
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
528
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
529 If you are connecting to redis across the network rather
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
530 than on localhost, you should configure ssl/tls and use the
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
531 ``rediss`` scheme in the url along with the query
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John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
532 parameters::
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
533
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
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diff changeset
534 ssl_cert_reqs=required&ssl_ca_certs=/path/to/custom/ca-cert
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
535
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
536 where you specify the file that can be used to validate the
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
537 SSL certificate. `Securing Redis`_ has more details.
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
538
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
539 .. _Redis: https://redis.io
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
540 .. _redis-py: https://pypi.org/project/redis/
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
541 .. _Securing Redis: https://redis.io/docs/manual/security/
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
542
6458
8f1b91756457 issue2551147 - Enable compression of http responses in roundup.
John Rouillard <rouilj@ieee.org>
parents: 6436
diff changeset
543
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
544 Users and Security
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
545 ==================
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
546
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
547 Roundup holds its own user database which primarily contains a username,
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
548 password and email address for the user. Roundup *must* have its own user
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
549 listing, in order to maintain internal consistency of its data. It is a
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
550 relatively simple exercise to update this listing on a regular basis, or on
4891
ad3d628e73f2 docs: Link custom authentication examples in admin guide
anatoly techtonik <techtonik@gmail.com>
parents: 4890
diff changeset
551 demand, so that it matches an external listing (eg.
ad3d628e73f2 docs: Link custom authentication examples in admin guide
anatoly techtonik <techtonik@gmail.com>
parents: 4890
diff changeset
552 :ref:`unix passwd file<external-authentication>`,
6265
b2eb59ada444 Replace http:....roundup-tracker.org with https. Also fix wiki links.
John Rouillard <rouilj@ieee.org>
parents: 6227
diff changeset
553 `LDAP <https://wiki.roundup-tracker.org/LDAPLogin>`_, etc.)
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
554
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
555 Roundup identifies users in a number of ways:
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
556
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
557 1. Through the web, users may be identified by either HTTP Basic
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
558 Authentication or cookie authentication. If you are running the web
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
559 server (roundup-server) through another HTTP server (eg. apache or IIS)
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
560 then that server may require HTTP Basic Authentication, and it will pass
6436
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
561 the ``REMOTE_USER`` variable (or variable defined using
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
562 http_auth_header) through to Roundup. If this variable is not
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
563 present, then Roundup defaults to using its own cookie-based login
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
564 mechanism.
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
565 2. In email messages handled by roundup-mailgw, users are identified by the
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
566 From address in the message.
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
567
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
568 In both cases, Roundup's behaviour when dealing with unknown users is
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
569 controlled by Permissions defined in the "SECURITY SETTINGS" section of the
2983
9614a101b68f Stuff from the train ride this morning:
Richard Jones <richard@users.sourceforge.net>
parents: 2921
diff changeset
570 tracker's ``schema.py`` module:
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
571
6751
2f7b653b7d6f Replace old Web Registration/Email Registration with modern equiv.
John Rouillard <rouilj@ieee.org>
parents: 6727
diff changeset
572 Web Access and Register
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
573 If granted to the Anonymous Role, then anonymous users will be able to
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
574 register through the web.
6751
2f7b653b7d6f Replace old Web Registration/Email Registration with modern equiv.
John Rouillard <rouilj@ieee.org>
parents: 6727
diff changeset
575 Email Access and Register
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
576 If granted to the Anonymous Role, then email messages from unknown users
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
577 will result in those users being registered with the tracker.
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
578
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
579 More information about how to customise your tracker's security settings
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
580 may be found in the `customisation documentation`_.
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
581
6436
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
582 Configuring Authentication Header/Variable
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
583 ------------------------------------------
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
584
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
585 The front end server running roundup can perform the user
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
586 authentication. It pass the authenticated username to the backend in a
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
587 variable. By default roundup looks for the ``REMOTE_USER`` variable
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
588 This can be changed by setting the parameter ``http_auth_header`` in the
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
589 ``[web]`` section of the tracker's ``config.ini`` file. If the value
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
590 is unset (the default) the REMOTE_USER variable is used.
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
591
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
592 If you are running roundup using ``roundup-server`` behind a proxy
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
593 that authenticates the user you need to configure ``roundup-server`` to
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
594 pass the proper header to the tracker. By default ``roundup-server``
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
595 looks for the ``REMOTE_USER`` header for the authenticated user. You
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
596 can copy an arbitrary header variable to the tracker using the ``-I``
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
597 option to roundup-server (or the equivalent option in the
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
598 roundup-server config file).
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
599
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
600 For example to use the ``uid_variable`` header, two configuration
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
601 changes are needed: First configure ``roundup-server`` to pass the
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
602 header to the tracker using::
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
603
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
604 roundup-server -I uid_variable ....
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
605
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
606 note that the header is passed exactly as supplied by the upstream
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
607 server. It is **not** prefixed with ``HTTP_`` like other headers since
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
608 you are explicitly whitelisting the header. Multiple comma separated
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
609 headers can be passed to the ``-I`` option. These could be used in a
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
610 detector or other tracker extensions, but only one header can be used
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
611 by the tracker as an authentication header.
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
612
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
613 To make the tracker honor the new variable changing the tracker
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
614 ``config.ini`` to read::
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
615
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
616 [web]
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
617 ...
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
618 http_auth_header = uid_variable
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
619
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
620 At the time this is written, support is experimental. If you use it
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
621 you should notify the roundup maintainers using the roundup-users
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
622 mailing list.
2572
d15b71b8a85a more logging goodness
Richard Jones <richard@users.sourceforge.net>
parents: 2479
diff changeset
623
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
624 Tasks
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
625 =====
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
626
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
627 Maintenance of Roundup can involve one of the following:
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
628
3780
158e31bbf86a recent patch had lines longer than 80 chars - rewrap; trim trailing spaces
Alexander Smishlajev <a1s@users.sourceforge.net>
parents: 3779
diff changeset
629 1. `tracker backup`_
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
630 2. `software upgrade`_
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
631 3. `migrating backends`_
2005
fc52d57c6c3e documentation cleanup
Richard Jones <richard@users.sourceforge.net>
parents: 2003
diff changeset
632 4. `moving a tracker`_
3250
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
633 5. `migrating from other software`_
3341
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
634 6. `adding a user from the command-line`_
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
635
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
636
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
637 Tracker Backup
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
638 --------------
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
639
3959
f764931f2c67 more words about backing up
Richard Jones <richard@users.sourceforge.net>
parents: 3883
diff changeset
640 The roundup-admin import and export commands are **not** recommended for
f764931f2c67 more words about backing up
Richard Jones <richard@users.sourceforge.net>
parents: 3883
diff changeset
641 performing backup.
f764931f2c67 more words about backing up
Richard Jones <richard@users.sourceforge.net>
parents: 3883
diff changeset
642
f764931f2c67 more words about backing up
Richard Jones <richard@users.sourceforge.net>
parents: 3883
diff changeset
643 Optionally stop the web and email frontends and to copy the contents of the
f764931f2c67 more words about backing up
Richard Jones <richard@users.sourceforge.net>
parents: 3883
diff changeset
644 tracker home directory to some other place using standard backup tools.
f764931f2c67 more words about backing up
Richard Jones <richard@users.sourceforge.net>
parents: 3883
diff changeset
645 This means using
f764931f2c67 more words about backing up
Richard Jones <richard@users.sourceforge.net>
parents: 3883
diff changeset
646 *pg_dump* to take a snapshot of your Postgres backend database, for example.
f764931f2c67 more words about backing up
Richard Jones <richard@users.sourceforge.net>
parents: 3883
diff changeset
647 A simple copy of the tracker home (and files storage area if you've configured
f764931f2c67 more words about backing up
Richard Jones <richard@users.sourceforge.net>
parents: 3883
diff changeset
648 it to be elsewhere) will then complete the backup.
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
649
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
650
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
651 Software Upgrade
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
652 ----------------
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
653
6781
b3d4b25b4922 Add links some updates.
John Rouillard <rouilj@ieee.org>
parents: 6774
diff changeset
654 .. _make a backup: #tracker-backup
b3d4b25b4922 Add links some updates.
John Rouillard <rouilj@ieee.org>
parents: 6774
diff changeset
655
b3d4b25b4922 Add links some updates.
John Rouillard <rouilj@ieee.org>
parents: 6774
diff changeset
656 Always `make a backup`_ of your tracker before upgrading software.
b3d4b25b4922 Add links some updates.
John Rouillard <rouilj@ieee.org>
parents: 6774
diff changeset
657 Steps you may take:
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
658
6297
a635a60ffb84 Remove standalone pytest run_tests.py bundle
John Rouillard <rouilj@ieee.org>
parents: 6265
diff changeset
659 1. Install pytest and ensure that the unit tests run on your system
a635a60ffb84 Remove standalone pytest run_tests.py bundle
John Rouillard <rouilj@ieee.org>
parents: 6265
diff changeset
660 (using your preferred python version)::
2474
591e3cfe622a more detail
Richard Jones <richard@users.sourceforge.net>
parents: 2405
diff changeset
661
6297
a635a60ffb84 Remove standalone pytest run_tests.py bundle
John Rouillard <rouilj@ieee.org>
parents: 6265
diff changeset
662 pip2 install pytest
a635a60ffb84 Remove standalone pytest run_tests.py bundle
John Rouillard <rouilj@ieee.org>
parents: 6265
diff changeset
663 python2 -m pytest test/
a635a60ffb84 Remove standalone pytest run_tests.py bundle
John Rouillard <rouilj@ieee.org>
parents: 6265
diff changeset
664
a635a60ffb84 Remove standalone pytest run_tests.py bundle
John Rouillard <rouilj@ieee.org>
parents: 6265
diff changeset
665
a635a60ffb84 Remove standalone pytest run_tests.py bundle
John Rouillard <rouilj@ieee.org>
parents: 6265
diff changeset
666 pip3 install pytest
a635a60ffb84 Remove standalone pytest run_tests.py bundle
John Rouillard <rouilj@ieee.org>
parents: 6265
diff changeset
667 python3 -m pytest test/
2474
591e3cfe622a more detail
Richard Jones <richard@users.sourceforge.net>
parents: 2405
diff changeset
668
2387
4962f99aaa27 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2203
diff changeset
669 2. If you're using an RDBMS backend, make a backup of its contents now.
2478
3ab2b91cdd2c *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2474
diff changeset
670 3. Make a backup of the tracker home itself.
3ab2b91cdd2c *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2474
diff changeset
671 4. Stop the tracker web and email frontends.
4014
b80224c1f4e3 fix poor docs
Richard Jones <richard@users.sourceforge.net>
parents: 3963
diff changeset
672 5. Install the new version of the software::
b80224c1f4e3 fix poor docs
Richard Jones <richard@users.sourceforge.net>
parents: 3963
diff changeset
673
b80224c1f4e3 fix poor docs
Richard Jones <richard@users.sourceforge.net>
parents: 3963
diff changeset
674 python setup.py install
b80224c1f4e3 fix poor docs
Richard Jones <richard@users.sourceforge.net>
parents: 3963
diff changeset
675
6781
b3d4b25b4922 Add links some updates.
John Rouillard <rouilj@ieee.org>
parents: 6774
diff changeset
676 6. Follow the steps in the `upgrading documentation`_ for all the
6814
3f60a71b0812 Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents: 6781
diff changeset
677 versions between your original version and the new version.
3963
3230f9c88086 Fix race condition for key properties in rdbms backends [SF#1876683]
Richard Jones <richard@users.sourceforge.net>
parents: 3959
diff changeset
678
6781
b3d4b25b4922 Add links some updates.
John Rouillard <rouilj@ieee.org>
parents: 6774
diff changeset
679 Usually you should run `roundup_admin -i <tracker_home> migrate`
b3d4b25b4922 Add links some updates.
John Rouillard <rouilj@ieee.org>
parents: 6774
diff changeset
680 on your tracker(s) before you allow users to start accessing the tracker.
3963
3230f9c88086 Fix race condition for key properties in rdbms backends [SF#1876683]
Richard Jones <richard@users.sourceforge.net>
parents: 3959
diff changeset
681
3230f9c88086 Fix race condition for key properties in rdbms backends [SF#1876683]
Richard Jones <richard@users.sourceforge.net>
parents: 3959
diff changeset
682 It's safe to run this even if it's not required, so just get into the
3230f9c88086 Fix race condition for key properties in rdbms backends [SF#1876683]
Richard Jones <richard@users.sourceforge.net>
parents: 3959
diff changeset
683 habit.
4014
b80224c1f4e3 fix poor docs
Richard Jones <richard@users.sourceforge.net>
parents: 3963
diff changeset
684 7. Restart your tracker web and email frontends.
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
685
2474
591e3cfe622a more detail
Richard Jones <richard@users.sourceforge.net>
parents: 2405
diff changeset
686 If something bad happens, you may reinstate your backup of the tracker and
591e3cfe622a more detail
Richard Jones <richard@users.sourceforge.net>
parents: 2405
diff changeset
687 reinstall the older version of the sofware using the same install command::
591e3cfe622a more detail
Richard Jones <richard@users.sourceforge.net>
parents: 2405
diff changeset
688
591e3cfe622a more detail
Richard Jones <richard@users.sourceforge.net>
parents: 2405
diff changeset
689 python setup.py install
591e3cfe622a more detail
Richard Jones <richard@users.sourceforge.net>
parents: 2405
diff changeset
690
6163
c2fd254c9257 Doc updates/indexing.
John Rouillard <rouilj@ieee.org>
parents: 5902
diff changeset
691 .. index:: database; convert from one database backend to another
6173
82f58ae89142 Add new section onroundup-admin. Ad indexing.
John Rouillard <rouilj@ieee.org>
parents: 6163
diff changeset
692 single: roundup-admin; import and export
6163
c2fd254c9257 Doc updates/indexing.
John Rouillard <rouilj@ieee.org>
parents: 5902
diff changeset
693
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
694 Migrating Backends
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
695 ------------------
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
696
3781
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
697 1. Stop the existing tracker web and email frontends (preventing changes).
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
698 2. Use the roundup-admin tool "export" command to export the contents of
5902
4f74b97dddcd Doc how to export on windows.
John Rouillard <rouilj@ieee.org>
parents: 5300
diff changeset
699 your tracker to disk. (If you are running on windows see
4f74b97dddcd Doc how to export on windows.
John Rouillard <rouilj@ieee.org>
parents: 5300
diff changeset
700 `issue1441336 <https://issues.roundup-tracker.org/issue1441336>`_
4f74b97dddcd Doc how to export on windows.
John Rouillard <rouilj@ieee.org>
parents: 5300
diff changeset
701 on how to use the command line rather than interactive mode to
6227
5105df69145d Fix typo in admin doc exprt -> export.
John Rouillard <rouilj@ieee.org>
parents: 6176
diff changeset
702 export data.)
3781
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
703 3. Copy the tracker home to a new directory.
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
704 4. Delete the "db" directory from the new directory.
5300
d8ed32b297e2 Update to migrating backend and tweak to install doc.
John Rouillard <rouilj@ieee.org>
parents: 5140
diff changeset
705 5. Set the value of the ``backend`` key under the ``[database]``
d8ed32b297e2 Update to migrating backend and tweak to install doc.
John Rouillard <rouilj@ieee.org>
parents: 5140
diff changeset
706 section of the tracker's ``config.ini`` file.
3781
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
707 6. Use the roundup-admin "import" command to import the previous export with
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
708 the new tracker home. If non-interactively::
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
709
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
710 roundup-admin -i <tracker home> import <tracker export dir>
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
711
4567
32b24abfe98e Documentation polishing.
Eric S. Raymond <esr@thyrsus.com>
parents: 4489
diff changeset
712 If interactively, enter 'commit' before exiting.
3781
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
713 7. Test each of the admin tool, web interface and mail gateway using the new
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
714 backend.
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
715 8. Move the old tracker home out of the way (rename to "tracker.old") and
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
716 move the new tracker home into its place.
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
717 9. Restart web and email frontends.
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
718
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
719
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
720 Moving a Tracker
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
721 ----------------
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
722
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
723 If you're moving the tracker to a similar machine, you should:
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
724
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
725 1. install Roundup on the new machine and test that it works there,
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
726 2. stop the existing tracker web and email frontends (preventing changes),
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
727 3. copy the tracker home directory over to the new machine, and
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
728 4. start the tracker web and email frontends on the new machine.
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
729
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
730 Most of the backends are actually portable across platforms (ie. from Unix to
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
731 Windows to Mac). If this isn't the case (ie. the tracker doesn't work when
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
732 moved using the above steps) then you'll need to:
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
733
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
734 1. install Roundup on the new machine and test that it works there,
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
735 2. stop the existing tracker web and email frontends (preventing changes),
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
736 3. use the roundup-admin tool "export" command to export the contents of
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
737 the existing tracker,
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
738 4. copy the export to the new machine,
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
739 5. use the roundup-admin "import" command to import the tracker on the new
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
740 machine, and
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
741 6. start the tracker web and email frontends on the new machine.
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
742
6163
c2fd254c9257 Doc updates/indexing.
John Rouillard <rouilj@ieee.org>
parents: 5902
diff changeset
743 .. index::
c2fd254c9257 Doc updates/indexing.
John Rouillard <rouilj@ieee.org>
parents: 5902
diff changeset
744 pair: roundup; migrate from other bugtracker software
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
745
3250
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
746 Migrating From Other Software
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
747 -----------------------------
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
748
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
749 You have a couple of choices. You can either use a CSV import into Roundup,
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
750 or you can write a simple Python script which uses the Roundup API
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
751 directly. The latter is almost always simpler -- see the "scripts"
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
752 directory in the Roundup source for some example uses of the API.
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
753
3780
158e31bbf86a recent patch had lines longer than 80 chars - rewrap; trim trailing spaces
Alexander Smishlajev <a1s@users.sourceforge.net>
parents: 3779
diff changeset
754 "roundup-admin import" will import data into your tracker from a
3250
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
755 directory containing files with the following format:
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
756
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
757 - one colon-separated-values file per Class with columns for each property,
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
758 named <classname>.csv
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
759 - one colon-separated-values file per Class with journal information,
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
760 named <classname>-journals.csv (this is required, even if it's empty)
3780
158e31bbf86a recent patch had lines longer than 80 chars - rewrap; trim trailing spaces
Alexander Smishlajev <a1s@users.sourceforge.net>
parents: 3779
diff changeset
761 - if the Class is a FileClass, you may have the "content" property
3250
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
762 stored in separate files from the csv files. This goes in a directory
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
763 structure::
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
764
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
765 <classname>-files/<N>/<designator>
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
766
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
767 where ``<designator>`` is the item's ``<classname><id>`` combination.
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
768 The ``<N>`` value is ``int(<id> / 1000)``.
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
769
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
770
6163
c2fd254c9257 Doc updates/indexing.
John Rouillard <rouilj@ieee.org>
parents: 5902
diff changeset
771 .. index:: pair: roundup-admin; managing users
c2fd254c9257 Doc updates/indexing.
John Rouillard <rouilj@ieee.org>
parents: 5902
diff changeset
772
3341
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
773 Adding A User From The Command-Line
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
774 -----------------------------------
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
775
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
776 The ``roundup-admin`` program can create any data you wish to in the
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
777 database. To create a new user, use::
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
778
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
779 roundup-admin create user
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
780
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
781 To figure out what good values might be for some of the fields (eg. Roles)
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
782 you can just display another user::
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
783
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
784 roundup-admin list user
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
785
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
786 (or if you know their username, and it happens to be "richard")::
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
787
6176
d25638d1826c Add roundup-admin filter command; fix bad doc example; add tests
John Rouillard <rouilj@ieee.org>
parents: 6175
diff changeset
788 roundup-admin filter user username=richard
3341
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
789
6176
d25638d1826c Add roundup-admin filter command; fix bad doc example; add tests
John Rouillard <rouilj@ieee.org>
parents: 6175
diff changeset
790 then using the user id (e.g. 5) you get from one of the above
d25638d1826c Add roundup-admin filter command; fix bad doc example; add tests
John Rouillard <rouilj@ieee.org>
parents: 6175
diff changeset
791 commands, you may display the user's details::
3341
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
792
6176
d25638d1826c Add roundup-admin filter command; fix bad doc example; add tests
John Rouillard <rouilj@ieee.org>
parents: 6175
diff changeset
793 roundup-admin display <designator>
3341
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
794
6176
d25638d1826c Add roundup-admin filter command; fix bad doc example; add tests
John Rouillard <rouilj@ieee.org>
parents: 6175
diff changeset
795 where designator is ``user5``.
3341
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
796
2177
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
797 Running the Servers
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
798 ===================
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
799
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
800 Unix
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
801 ----
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
802
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
803 On Unix systems, use the scripts/server-ctl script to control the
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
804 roundup-server server. Copy it somewhere and edit the variables at the top
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
805 to reflect your specific installation.
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
806
6344
c63df349f319 issue2551117 - add example systemd config
John Rouillard <rouilj@ieee.org>
parents: 6297
diff changeset
807 If you use systemd look at scripts/systemd.gunicorn. It is configured
c63df349f319 issue2551117 - add example systemd config
John Rouillard <rouilj@ieee.org>
parents: 6297
diff changeset
808 for a wsgi deployment using gunicorn, but may be a good starting
c63df349f319 issue2551117 - add example systemd config
John Rouillard <rouilj@ieee.org>
parents: 6297
diff changeset
809 point for your setup.
2177
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
810
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
811 Windows
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
812 -------
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
813
3780
158e31bbf86a recent patch had lines longer than 80 chars - rewrap; trim trailing spaces
Alexander Smishlajev <a1s@users.sourceforge.net>
parents: 3779
diff changeset
814 On Windows, the roundup-server program runs as a Windows Service, and
5140
7ea6bbf4286c update docs for windows installer: 32 bit version of python, must run nstaller as administrator, ned pywin32 to run as service. Encourage installation of pytz.
John Rouillard <rouilj@ieee.org>
parents: 5102
diff changeset
815 therefore may be controlled through the Services control panel. Note
7ea6bbf4286c update docs for windows installer: 32 bit version of python, must run nstaller as administrator, ned pywin32 to run as service. Encourage installation of pytz.
John Rouillard <rouilj@ieee.org>
parents: 5102
diff changeset
816 that you **must** install the pywin32 package to allow roundup to
7ea6bbf4286c update docs for windows installer: 32 bit version of python, must run nstaller as administrator, ned pywin32 to run as service. Encourage installation of pytz.
John Rouillard <rouilj@ieee.org>
parents: 5102
diff changeset
817 run as a service. The roundup-server program may also control the
7ea6bbf4286c update docs for windows installer: 32 bit version of python, must run nstaller as administrator, ned pywin32 to run as service. Encourage installation of pytz.
John Rouillard <rouilj@ieee.org>
parents: 5102
diff changeset
818 service directly:
2177
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
819
2405
1736886eefb3 more windows info
Richard Jones <richard@users.sourceforge.net>
parents: 2387
diff changeset
820 **install the service**
3779
ee73abcc95d2 Sorry, another mega-patch:
Richard Jones <richard@users.sourceforge.net>
parents: 3465
diff changeset
821 ``roundup-server -C /path/to/my/roundup-server.ini -c install``
2405
1736886eefb3 more windows info
Richard Jones <richard@users.sourceforge.net>
parents: 2387
diff changeset
822 **start the service**
1736886eefb3 more windows info
Richard Jones <richard@users.sourceforge.net>
parents: 2387
diff changeset
823 ``roundup-server -c start``
1736886eefb3 more windows info
Richard Jones <richard@users.sourceforge.net>
parents: 2387
diff changeset
824 **stop the service**
1736886eefb3 more windows info
Richard Jones <richard@users.sourceforge.net>
parents: 2387
diff changeset
825 ``roundup-server -c stop``
2177
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
826
2405
1736886eefb3 more windows info
Richard Jones <richard@users.sourceforge.net>
parents: 2387
diff changeset
827 To bring up the services panel:
2177
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
828
2405
1736886eefb3 more windows info
Richard Jones <richard@users.sourceforge.net>
parents: 2387
diff changeset
829 Windows 2000 and later
1736886eefb3 more windows info
Richard Jones <richard@users.sourceforge.net>
parents: 2387
diff changeset
830 Start/Control Panel/Administrative Tools/Services
1736886eefb3 more windows info
Richard Jones <richard@users.sourceforge.net>
parents: 2387
diff changeset
831 Windows NT4
1736886eefb3 more windows info
Richard Jones <richard@users.sourceforge.net>
parents: 2387
diff changeset
832 Start/Control Panel/Services
2177
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
833
3780
158e31bbf86a recent patch had lines longer than 80 chars - rewrap; trim trailing spaces
Alexander Smishlajev <a1s@users.sourceforge.net>
parents: 3779
diff changeset
834 You will need a server configuration file (as described in
158e31bbf86a recent patch had lines longer than 80 chars - rewrap; trim trailing spaces
Alexander Smishlajev <a1s@users.sourceforge.net>
parents: 3779
diff changeset
835 `Configuring roundup-server`_) for specifying tracker homes
158e31bbf86a recent patch had lines longer than 80 chars - rewrap; trim trailing spaces
Alexander Smishlajev <a1s@users.sourceforge.net>
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836 and other roundup-server configuration. Specify the name of
158e31bbf86a recent patch had lines longer than 80 chars - rewrap; trim trailing spaces
Alexander Smishlajev <a1s@users.sourceforge.net>
parents: 3779
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837 this file using the ``-C`` switch when installing the service.
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ee73abcc95d2 Sorry, another mega-patch:
Richard Jones <richard@users.sourceforge.net>
parents: 3465
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838
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Richard Jones <richard@users.sourceforge.net>
parents: 2177
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839 Running the Mail Gateway Script
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Richard Jones <richard@users.sourceforge.net>
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840 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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Richard Jones <richard@users.sourceforge.net>
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841
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Richard Jones <richard@users.sourceforge.net>
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842 The mail gateway script should be scheduled to run regularly on your
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Richard Jones <richard@users.sourceforge.net>
parents: 2177
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843 Windows server. Normally this will result in a window popping up. The
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Richard Jones <richard@users.sourceforge.net>
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844 solution to this is to:
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Richard Jones <richard@users.sourceforge.net>
parents: 2177
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845
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Richard Jones <richard@users.sourceforge.net>
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846 1. Create a new local account on the Roundup server
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Richard Jones <richard@users.sourceforge.net>
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847 2. Set the scheduled task to run in the context of this user instead
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Richard Jones <richard@users.sourceforge.net>
parents: 2177
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848 of your normal login
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Richard Jones <richard@users.sourceforge.net>
parents: 2177
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849
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John Rouillard <rouilj@ieee.org>
parents: 6163
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850 .. index:: ! roundup-admin
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John Rouillard <rouilj@ieee.org>
parents: 6163
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851 single: roundup-admin; man page reference
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John Rouillard <rouilj@ieee.org>
parents: 6163
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852
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John Rouillard <rouilj@ieee.org>
parents: 6163
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853 Using roundup-admin
82f58ae89142 Add new section onroundup-admin. Ad indexing.
John Rouillard <rouilj@ieee.org>
parents: 6163
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854 ===================
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John Rouillard <rouilj@ieee.org>
parents: 6163
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855
82f58ae89142 Add new section onroundup-admin. Ad indexing.
John Rouillard <rouilj@ieee.org>
parents: 6163
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856 Part of the installation includes a man page for roundup-admin. Ypu
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John Rouillard <rouilj@ieee.org>
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857 should be able to read it using ``man roundup-admin``. As shown above,
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John Rouillard <rouilj@ieee.org>
parents: 6163
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858 it is a generic tool for manipulating the underlying database for you
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John Rouillard <rouilj@ieee.org>
parents: 6163
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859 tracker.
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John Rouillard <rouilj@ieee.org>
parents: 6163
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860
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John Rouillard <rouilj@ieee.org>
parents: 6163
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861 Examples above show how to use it to:
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John Rouillard <rouilj@ieee.org>
parents: 6163
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862
82f58ae89142 Add new section onroundup-admin. Ad indexing.
John Rouillard <rouilj@ieee.org>
parents: 6163
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863 * install and initialize a new tracker
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John Rouillard <rouilj@ieee.org>
parents: 6163
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864 * export/import tracker data for migrating between backends
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John Rouillard <rouilj@ieee.org>
parents: 6163
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865 * creating a new user fom the command line
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John Rouillard <rouilj@ieee.org>
parents: 6163
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866 * list/find users in the tracker
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John Rouillard <rouilj@ieee.org>
parents: 6163
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867
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John Rouillard <rouilj@ieee.org>
parents: 6173
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868 A brief (incomplete) summary is::
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John Rouillard <rouilj@ieee.org>
parents: 6163
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869
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John Rouillard <rouilj@ieee.org>
parents: 6163
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870 roundup-admin help
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John Rouillard <rouilj@ieee.org>
parents: 6163
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871 roundup-admin -i <tracker_dir> get [-list] designator[, designator,...] propname
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John Rouillard <rouilj@ieee.org>
parents: 6163
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872 roundup-admin -i <tracker_dir> set designator[, designator,...] propname=value ...
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John Rouillard <rouilj@ieee.org>
parents: 6163
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873 roundup-admin -i <tracker_dir> find [-list] classname propname=value ...
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John Rouillard <rouilj@ieee.org>
parents: 6163
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874
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John Rouillard <rouilj@ieee.org>
parents: 6173
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875 Run ``roundup-admin help commands`` for a complete list of subcommands.
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a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
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876
2003
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Richard Jones <richard@users.sourceforge.net>
parents:
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877 .. _`customisation documentation`: customizing.html
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Richard Jones <richard@users.sourceforge.net>
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878 .. _`upgrading documentation`: upgrading.html
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8f1b91756457 issue2551147 - Enable compression of http responses in roundup.
John Rouillard <rouilj@ieee.org>
parents: 6436
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879 .. _`installation documentation`: installation.html
Roundup Issue Tracker: http://roundup-tracker.org/