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issue2551097 - fix call to markdown2 - fix fenced code blocks. The invocation of fenced codeblock support in markdown2 was wrong. With this fixed the code that was used to test markdown processor exception handling no longer works. Fixed test case to make it pass. Added new test with invalid markdown that tests markdown exception handling. Also renamed test to include markdown. Makes using -k option in run_tests easier.
author John Rouillard <rouilj@ieee.org>
date Thu, 29 Oct 2020 17:08:44 -0400
parents b2eb59ada444
children a635a60ffb84
Ignore whitespace changes - Everywhere: Within whitespace: At end of lines:
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1 ====================
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2 Administration Guide
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3 ====================
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4
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5 .. contents::
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6 :local:
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7
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8 What does Roundup install?
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9 ==========================
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10
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11 There's two "installations" that we talk about when using Roundup:
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12
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13 1. The installation of the software and its support files. This uses the
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14 standard Python mechanism called "distutils" and thus Roundup's core code,
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15 executable scripts and support data files are installed in Python's
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16 directories. On Windows, this is typically:
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17
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18 Scripts
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19 ``<python dir>\scripts\...``
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20 Core code
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21 ``<python dir>\lib\site-packages\roundup\...``
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22 Support files
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23 ``<python dir>\share\roundup\...``
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24
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25 and on Unix-like systems (eg. Linux):
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26
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27 Scripts
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28 ``<python root>/bin/...``
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29 Core code
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30 ``<python root>/lib-<python version>/site-packages/roundup/...``
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31 Support files
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32 ``<python root>/share/roundup/...``
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33
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34 2. The installation of a specific tracker. When invoking the roundup-admin
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35 "inst" (and "init") commands, you're creating a new Roundup tracker. This
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36 installs configuration files, HTML templates, detector code and a new
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37 database. You have complete control over where this stuff goes through
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38 both choosing your "tracker home" and the ``main`` -> ``database`` variable
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39 in the tracker's config.ini.
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40
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41
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42 Configuring Roundup's Logging of Messages For Sysadmins
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43 =======================================================
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44
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45 You may configure where Roundup logs messages in your tracker's config.ini
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46 file. Roundup will use the standard Python (2.3+) logging implementation.
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47
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48 Configuration for standard "logging" module:
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49 - tracker configuration file specifies the location of a logging
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50 configration file as ``logging`` -> ``config``
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51 - ``roundup-server`` specifies the location of a logging configuration
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52 file on the command line
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53 Configuration for "BasicLogging" implementation:
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54 - tracker configuration file specifies the location of a log file
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55 ``logging`` -> ``filename``
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56 - tracker configuration file specifies the level to log to as
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57 ``logging`` -> ``level``
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58 - ``roundup-server`` specifies the location of a log file on the command
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59 line
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60 - ``roundup-server`` specifies the level to log to on the command line
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61
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62 (``roundup-mailgw`` always logs to the tracker's log file)
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63
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64 In both cases, if no logfile is specified then logging will simply be sent
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65 to sys.stderr with only logging of ERROR messages.
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66
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67
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68 Configuring roundup-server
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69 ==========================
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70
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71 The basic configuration file is as follows (taken from the
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72 ``roundup-server.ini.example`` file in the "doc" directory)::
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73
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74 [main]
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75
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76 # Host name of the Roundup web server instance.
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77 # If left unconfigured (no 'host' setting) the default
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78 # will be used.
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79 # If empty, listen on all network interfaces.
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80 # If you want to explicitly listen on all
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81 # network interfaces, the address 0.0.0.0 is a more
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82 # explicit way to achieve this, the use of an empty
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83 # string for this purpose is deprecated and will go away
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84 # in a future release.
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85 # Default: localhost
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86 host = localhost
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87
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88 # Port to listen on.
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89 # Default: 8080
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90 port = 8017
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91
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92 # Path to favicon.ico image file. If unset, built-in favicon.ico is used.
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93 # The path may be either absolute or relative
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94 # to the directory containing this config file.
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95 # Default: favicon.ico
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96 favicon = favicon.ico
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97
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98 # User ID as which the server will answer requests.
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99 # In order to use this option, the server must be run initially as root.
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100 # Availability: Unix.
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101 # Default:
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102 user = roundup
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103
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104 # Group ID as which the server will answer requests.
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105 # In order to use this option, the server must be run initially as root.
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106 # Availability: Unix.
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107 # Default:
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108 group =
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109
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110 # don't fork (this overrides the pidfile mechanism)'
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111 # Allowed values: yes, no
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112 # Default: no
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113 nodaemon = no
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114
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115 # Log client machine names instead of IP addresses (much slower)
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116 # Allowed values: yes, no
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117 # Default: no
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118 log_hostnames = no
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119
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120 # File to which the server records the process id of the daemon.
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121 # If this option is not set, the server will run in foreground
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122 #
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123 # The path may be either absolute or relative
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124 # to the directory containing this config file.
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125 # Default:
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126 pidfile =
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127
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128 # Log file path. If unset, log to stderr.
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129 # The path may be either absolute or relative
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130 # to the directory containing this config file.
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131 # Default:
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132 logfile =
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133
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134 # Set processing of each request in separate subprocess.
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135 # Allowed values: debug, none, thread, fork.
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136 # Default: fork
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137 multiprocess = fork
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138
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139 # Tracker index template. If unset, built-in will be used.
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140 # The path may be either absolute or relative
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141 # to the directory containing this config file.
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142 # Default:
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143 template =
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144
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145 # Enable SSL support (requires pyopenssl)
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146 # Allowed values: yes, no
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147 # Default: no
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148 ssl = no
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149
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150 # PEM file used for SSL. A temporary self-signed certificate
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151 # will be used if left blank.
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152 # The path may be either absolute or relative
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153 # to the directory containing this config file.
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154 # Default:
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155 pem =
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156
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157 # Roundup trackers to serve.
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158 # Each option in this section defines single Roundup tracker.
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159 # Option name identifies the tracker and will appear in the URL.
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160 # Option value is tracker home directory path.
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161 # The path may be either absolute or relative
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162 # to the directory containing this config file.
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163 [trackers]
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164
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165 demo = /trackers/demo
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166 sysadmin = /trackers/sysadmin
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167
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168 Additional notes for each keyword:
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169
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170 **template**
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171 Specifies a template used for displaying the tracker index when
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172 multiple trackers are being used. It is processed by TAL and
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173 the variable "trackers" is available to the template and is a
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174 dict of all configured trackers.
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175 **ssl**
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176 Enables the use of SSL to secure the connection to the roundup-server.
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177 If you enable this, ensure that your tracker's config.ini specifies
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178 an *https* URL.
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179 **pem**
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180 If specified, the SSL PEM file containing the private key and certificate.
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181 If not specified, roundup will generate a temporary, self-signed certificate
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182 for use.
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183 **trackers** section
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184 Each line denotes a mapping from a URL component to a tracker home.
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185 Make sure the name part doesn't include any url-unsafe characters like
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186 spaces. Stick to alphanumeric characters and you'll be ok.
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187
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188 To generate a config.ini in the current directory (note it will
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189 overwrite an existing file) from the roundup-server command line use::
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190
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191 roundup_server -p 8017 -u roundup --save-config demo=/trackers/demo \
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192 sysadmin=/trackers/sysadmin
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193
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194 Users and Security
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195 ==================
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196
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197 Roundup holds its own user database which primarily contains a username,
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198 password and email address for the user. Roundup *must* have its own user
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199 listing, in order to maintain internal consistency of its data. It is a
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200 relatively simple exercise to update this listing on a regular basis, or on
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201 demand, so that it matches an external listing (eg.
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202 :ref:`unix passwd file<external-authentication>`,
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203 `LDAP <https://wiki.roundup-tracker.org/LDAPLogin>`_, etc.)
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204
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205 Roundup identifies users in a number of ways:
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206
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207 1. Through the web, users may be identified by either HTTP Basic
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208 Authentication or cookie authentication. If you are running the web
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209 server (roundup-server) through another HTTP server (eg. apache or IIS)
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210 then that server may require HTTP Basic Authentication, and it will pass
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211 the ``REMOTE_USER`` variable through to Roundup. If this variable is not
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212 present, then Roundup defaults to using its own cookie-based login
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213 mechanism.
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214 2. In email messages handled by roundup-mailgw, users are identified by the
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215 From address in the message.
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216
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217 In both cases, Roundup's behaviour when dealing with unknown users is
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218 controlled by Permissions defined in the "SECURITY SETTINGS" section of the
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219 tracker's ``schema.py`` module:
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220
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221 Web Registration
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222 If granted to the Anonymous Role, then anonymous users will be able to
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223 register through the web.
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224 Email Registration
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225 If granted to the Anonymous Role, then email messages from unknown users
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226 will result in those users being registered with the tracker.
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227
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228 More information about how to customise your tracker's security settings
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229 may be found in the `customisation documentation`_.
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230
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231
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232 Tasks
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233 =====
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234
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235 Maintenance of Roundup can involve one of the following:
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236
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237 1. `tracker backup`_
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238 2. `software upgrade`_
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239 3. `migrating backends`_
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240 4. `moving a tracker`_
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241 5. `migrating from other software`_
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242 6. `adding a user from the command-line`_
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243
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244
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245 Tracker Backup
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246 --------------
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247
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248 The roundup-admin import and export commands are **not** recommended for
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249 performing backup.
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250
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251 Optionally stop the web and email frontends and to copy the contents of the
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252 tracker home directory to some other place using standard backup tools.
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253 This means using
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254 *pg_dump* to take a snapshot of your Postgres backend database, for example.
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255 A simple copy of the tracker home (and files storage area if you've configured
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256 it to be elsewhere) will then complete the backup.
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257
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258
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259 Software Upgrade
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260 ----------------
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261
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262 Always make a backup of your tracker before upgrading software. Steps you may
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263 take:
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264
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265 1. Ensure that the unit tests run on your system::
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266
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267 python run_tests.py
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268
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269 2. If you're using an RDBMS backend, make a backup of its contents now.
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270 3. Make a backup of the tracker home itself.
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271 4. Stop the tracker web and email frontends.
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272 5. Install the new version of the software::
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273
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274 python setup.py install
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275
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276 6. Follow the steps in the `upgrading documentation`_ for the new version of
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277 the software in the copied.
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278
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279 Usually you will be asked to run `roundup_admin migrate` on your tracker
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280 before you allow users to start accessing the tracker.
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281
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282 It's safe to run this even if it's not required, so just get into the
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283 habit.
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284 7. Restart your tracker web and email frontends.
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285
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286 If something bad happens, you may reinstate your backup of the tracker and
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287 reinstall the older version of the sofware using the same install command::
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288
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289 python setup.py install
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290
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291
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292 .. index:: database; convert from one database backend to another
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293 single: roundup-admin; import and export
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294
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295 Migrating Backends
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296 ------------------
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297
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298 1. Stop the existing tracker web and email frontends (preventing changes).
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299 2. Use the roundup-admin tool "export" command to export the contents of
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300 your tracker to disk. (If you are running on windows see
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301 `issue1441336 <https://issues.roundup-tracker.org/issue1441336>`_
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302 on how to use the command line rather than interactive mode to
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303 export data.)
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304 3. Copy the tracker home to a new directory.
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305 4. Delete the "db" directory from the new directory.
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306 5. Set the value of the ``backend`` key under the ``[database]``
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307 section of the tracker's ``config.ini`` file.
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308 6. Use the roundup-admin "import" command to import the previous export with
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309 the new tracker home. If non-interactively::
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310
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311 roundup-admin -i <tracker home> import <tracker export dir>
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312
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313 If interactively, enter 'commit' before exiting.
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314 7. Test each of the admin tool, web interface and mail gateway using the new
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315 backend.
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316 8. Move the old tracker home out of the way (rename to "tracker.old") and
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317 move the new tracker home into its place.
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318 9. Restart web and email frontends.
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319
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320
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321 Moving a Tracker
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322 ----------------
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323
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324 If you're moving the tracker to a similar machine, you should:
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325
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326 1. install Roundup on the new machine and test that it works there,
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327 2. stop the existing tracker web and email frontends (preventing changes),
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328 3. copy the tracker home directory over to the new machine, and
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329 4. start the tracker web and email frontends on the new machine.
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330
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331 Most of the backends are actually portable across platforms (ie. from Unix to
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332 Windows to Mac). If this isn't the case (ie. the tracker doesn't work when
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333 moved using the above steps) then you'll need to:
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334
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335 1. install Roundup on the new machine and test that it works there,
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336 2. stop the existing tracker web and email frontends (preventing changes),
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337 3. use the roundup-admin tool "export" command to export the contents of
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338 the existing tracker,
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339 4. copy the export to the new machine,
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340 5. use the roundup-admin "import" command to import the tracker on the new
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341 machine, and
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342 6. start the tracker web and email frontends on the new machine.
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343
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344 .. index::
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345 pair: roundup; migrate from other bugtracker software
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346
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347 Migrating From Other Software
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348 -----------------------------
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349
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350 You have a couple of choices. You can either use a CSV import into Roundup,
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351 or you can write a simple Python script which uses the Roundup API
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352 directly. The latter is almost always simpler -- see the "scripts"
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353 directory in the Roundup source for some example uses of the API.
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354
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355 "roundup-admin import" will import data into your tracker from a
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356 directory containing files with the following format:
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357
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358 - one colon-separated-values file per Class with columns for each property,
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359 named <classname>.csv
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360 - one colon-separated-values file per Class with journal information,
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361 named <classname>-journals.csv (this is required, even if it's empty)
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362 - if the Class is a FileClass, you may have the "content" property
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363 stored in separate files from the csv files. This goes in a directory
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364 structure::
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365
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366 <classname>-files/<N>/<designator>
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367
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368 where ``<designator>`` is the item's ``<classname><id>`` combination.
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369 The ``<N>`` value is ``int(<id> / 1000)``.
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370
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371
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372 .. index:: pair: roundup-admin; managing users
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373
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374 Adding A User From The Command-Line
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375 -----------------------------------
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376
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377 The ``roundup-admin`` program can create any data you wish to in the
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378 database. To create a new user, use::
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379
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380 roundup-admin create user
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381
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382 To figure out what good values might be for some of the fields (eg. Roles)
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383 you can just display another user::
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384
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385 roundup-admin list user
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386
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387 (or if you know their username, and it happens to be "richard")::
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388
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389 roundup-admin filter user username=richard
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390
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391 then using the user id (e.g. 5) you get from one of the above
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392 commands, you may display the user's details::
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393
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394 roundup-admin display <designator>
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395
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396 where designator is ``user5``.
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397
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398 Running the Servers
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399 ===================
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400
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401 Unix
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402 ----
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403
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404 On Unix systems, use the scripts/server-ctl script to control the
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405 roundup-server server. Copy it somewhere and edit the variables at the top
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406 to reflect your specific installation.
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407
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408
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409 Windows
a276e2531321 info about running roundup-server... more needed :)
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410 -------
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411
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412 On Windows, the roundup-server program runs as a Windows Service, and
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413 therefore may be controlled through the Services control panel. Note
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414 that you **must** install the pywin32 package to allow roundup to
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415 run as a service. The roundup-server program may also control the
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416 service directly:
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417
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418 **install the service**
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419 ``roundup-server -C /path/to/my/roundup-server.ini -c install``
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420 **start the service**
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421 ``roundup-server -c start``
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422 **stop the service**
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423 ``roundup-server -c stop``
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424
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425 To bring up the services panel:
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426
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427 Windows 2000 and later
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428 Start/Control Panel/Administrative Tools/Services
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429 Windows NT4
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430 Start/Control Panel/Services
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431
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432 You will need a server configuration file (as described in
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433 `Configuring roundup-server`_) for specifying tracker homes
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434 and other roundup-server configuration. Specify the name of
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435 this file using the ``-C`` switch when installing the service.
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436
2203
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437 Running the Mail Gateway Script
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diff changeset
438 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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diff changeset
439
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440 The mail gateway script should be scheduled to run regularly on your
4a157c198585 *** empty log message ***
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441 Windows server. Normally this will result in a window popping up. The
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diff changeset
442 solution to this is to:
4a157c198585 *** empty log message ***
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443
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444 1. Create a new local account on the Roundup server
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445 2. Set the scheduled task to run in the context of this user instead
4a157c198585 *** empty log message ***
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446 of your normal login
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447
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448 .. index:: ! roundup-admin
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449 single: roundup-admin; man page reference
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450
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451 Using roundup-admin
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452 ===================
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diff changeset
453
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454 Part of the installation includes a man page for roundup-admin. Ypu
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455 should be able to read it using ``man roundup-admin``. As shown above,
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456 it is a generic tool for manipulating the underlying database for you
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457 tracker.
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parents: 6163
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458
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459 Examples above show how to use it to:
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460
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461 * install and initialize a new tracker
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462 * export/import tracker data for migrating between backends
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463 * creating a new user fom the command line
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464 * list/find users in the tracker
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465
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466 A brief (incomplete) summary is::
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467
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468 roundup-admin help
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469 roundup-admin -i <tracker_dir> get [-list] designator[, designator,...] propname
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470 roundup-admin -i <tracker_dir> set designator[, designator,...] propname=value ...
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471 roundup-admin -i <tracker_dir> find [-list] classname propname=value ...
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472
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473 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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474
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a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
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475 .. _`customisation documentation`: customizing.html
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4962f99aaa27 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
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476 .. _`upgrading documentation`: upgrading.html
Roundup Issue Tracker: http://roundup-tracker.org/