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annotate doc/upgrading.txt @ 1051:a0c7df67dd9c

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Allow a page request to include a :contentonly variable. If it exists, we only render the content of the page, and not the surrounding "page" template.
author Richard Jones <richard@users.sourceforge.net>
date Thu, 05 Sep 2002 01:27:42 +0000
parents 6afef8529d6c
children 43ab730ee194
Ignore whitespace changes - Everywhere: Within whitespace: At end of lines:
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1 ======================================
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2 Upgrading to newer versions of Roundup
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3 ======================================
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4
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5 Please read each section carefully and edit your instance home files
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6 accordingly.
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7
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8 .. contents::
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9
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10 Migrating from 0.4.x to 0.5.0
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11 =============================
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12
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13 This has been a fairly major revision of Roundup:
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14
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15 1. Brand new, much more powerful, flexible, tasty and nutritious templating.
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16 Unfortunately, this means all your current templates are useless. Please
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17 don't hesitate to ask on roundup-users for help (or complete conversions
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18 if you're completely stuck)!
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19 2. The database backed got a lot more flexible, allowing Metakit and SQL
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20 databases! The only SQL database implemented at present is gadfly, but
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21 others shouldn't be a whole lot more work.
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22 3. A brand new, highly flexible and much more robust security system including
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23 a system of Permissions, Roles and Role assignments to users. You may now
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24 define your own Permissions that may be checked in CGI transactions.
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25 4. Journalling has been made less storage-hungry, so has been turned on
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26 by default *except* for author, recipient and nosy link/unlink events. You
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27 are advised to turn it off in your instances too.
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28 5. Because of the above changes, the instance configuration has seen some
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29 major changes. See below for the details.
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30
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31 Please, *back up your database* before you start the migration process. This
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32 is as simple as copying the "db" directory and all its contents from your
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33 instance to somewhere safe.
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34
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35
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36 0.5.0 Configuration
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37 -------------------
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38
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39 Due to the new templating having a top-level ``page`` that defines links for
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40 searching, indexes, adding items etc, the following variables are no longer
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41 used:
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42
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43 - HEADER_INDEX_LINKS
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44 - HEADER_ADD_LINKS
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45 - HEADER_SEARCH_LINKS
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46 - SEARCH_FILTERS
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47 - DEFAULT_INDEX
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48 - UNASSIGNED_INDEX
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49 - USER_INDEX
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50 - ISSUE_FILTER
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51
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52 The new security implementation will require additions to the dbinit module,
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53 but also removes the need for the following instance config variables:
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54
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55 - ANONYMOUS_ACCESS
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56 - ANONYMOUS_REGISTER
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57
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58 but requires two new variables which define the Roles assigned to users who
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59 register through the web and e-mail interfaces:
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60
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61 - NEW_WEB_USER_ROLES
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62 - NEW_EMAIL_USER_ROLES
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63
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64 in both cases, 'User' is a good initial setting. To emulate
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65 ``ANONYMOUS_ACCESS='deny'``, remove all "View" Permissions from the
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66 "Anonymous" Role. To emulate ``ANONYMOUS_REGISTER='deny'``, remove the "Web
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67 Registration" and/or the "Email Registration" Permission from the "Anonymous"
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68 Role. See the section on customising security in the `customisation
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69 documentation`_ for more information.
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70
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71
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72 0.5.0 Schema Specification
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73 --------------------------
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74
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75 0.5.0 Database backend changes
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76 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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77
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78 Your select_db module in your instance has changed a fair bit. Where it used
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79 to contain::
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80
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81 # WARNING: DO NOT EDIT THIS FILE!!!
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82 from roundup.backends.back_anydbm import Database
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83
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84 it must now contain::
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85
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86 # WARNING: DO NOT EDIT THIS FILE!!!
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87 from roundup.backends.back_anydbm import Database, Class, FileClass, IssueClass
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88
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89 Yes, I realise the irony of the "DO NOT EDIT THIS FILE" statement :)
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90 Note the addition of the Class, FileClass, IssueClass imports. These are very
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91 important, as they're going to make the next change work too. You now need to
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92 modify the top of the dbinit module in your instance from::
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93
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94 import instance_config
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95 from roundup import roundupdb
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96 from select_db import Database
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97
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98 from roundup.roundupdb import Class, FileClass
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99
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100 class Database(roundupdb.Database, select_db.Database):
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101 ''' Creates a hybrid database from:
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102 . the selected database back-end from select_db
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103 . the roundup extensions from roundupdb
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104 '''
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105 pass
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106
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107 class IssueClass(roundupdb.IssueClass):
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108 ''' issues need the email information
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109 '''
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110 pass
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111
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112
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113
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114 to just::
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115
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116 import instance_config
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117 from select_db import Database, Class, FileClass, IssueClass
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118
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119 Yes, remove the Database and IssueClass definitions and those other imports.
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120 They're not needed any more!
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121
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122
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123 0.5.0 Journalling changes
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124 ~~~~~~~~~~~~~~~~~~~~~~~~~
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125
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126 Journalling has been optimised for storage. Journalling of links has been
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127 turned back on by default. If your tracker has a large user base, you may wish
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128 to turn off journalling of nosy list, message author and message recipient
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129 link and unlink events. You do this by adding ``do_journal='no'`` to the Class
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130 initialisation in your dbinit. For example, your *msg* class initialisation
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131 probably looks like this::
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132
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133 msg = FileClass(db, "msg",
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134 author=Link("user"), recipients=Multilink("user"),
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135 date=Date(), summary=String(),
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136 files=Multilink("file"),
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137 messageid=String(), inreplyto=String())
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138
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139 to turn off journalling of author and recipient link events, add
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140 ``do_journal='no'`` to the ``author=Link("user")`` part of the statement,
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141 like so::
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142
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143 msg = FileClass(db, "msg",
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144 author=Link("user", do_journal='no'),
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145 recipients=Multilink("user", do_journal='no'),
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146 date=Date(), summary=String(),
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147 files=Multilink("file"),
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148 messageid=String(), inreplyto=String())
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149
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150 Nosy list link event journalling is actually turned off by default now. If you
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151 want to turn it onn, change to your issue class' nosy list, change its
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152 definition from::
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153
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154 issue = IssueClass(db, "issue",
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155 assignedto=Link("user"), topic=Multilink("keyword"),
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156 priority=Link("priority"), status=Link("status"))
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157
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158 to::
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159
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160 issue = IssueClass(db, "issue", nosy=Multilink("user", do_journal='yes'),
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161 assignedto=Link("user"), topic=Multilink("keyword"),
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162 priority=Link("priority"), status=Link("status"))
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163
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164 noting that your definition of the nosy Multilink will override the normal one.
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165
1009
fc55426544b5 more upgrading docco and a tool to fix roles
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166
1008
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167 0.5.0 User schema changes
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168 ~~~~~~~~~~~~~~~~~~~~~~~~~
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169
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170 Users have two more properties, "queries" and "roles". You'll have something
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171 like this in your dbinit module now::
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172
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173 user = Class(db, "user",
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174 username=String(), password=Password(),
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175 address=String(), realname=String(),
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176 phone=String(), organisation=String(),
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177 alternate_addresses=String())
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178 user.setkey("username")
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179
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180 and you'll need to add the new properties and the new "query" class to it
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181 like so::
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182
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183 query = Class(db, "query",
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184 klass=String(), name=String(),
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185 url=String())
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186 query.setkey("name")
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187
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188 # Note: roles is a comma-separated string of Role names
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189 user = Class(db, "user",
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190 username=String(), password=Password(),
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191 address=String(), realname=String(),
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192 phone=String(), organisation=String(),
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193 alternate_addresses=String(),
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194 queries=Multilink('query'), roles=String())
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195 user.setkey("username")
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196
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197 The "queries" property is used to store off the user's favourite database
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198 queries. The "roles" property is explained below in `0.5.0 Security
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199 Settings`_.
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200
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201
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202 0.5.0 Security Settings
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203 ~~~~~~~~~~~~~~~~~~~~~~~
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204
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205 See the `security documentation`_ for an explanation of how the new security
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206 system works. In a nutshell though, the security is handled as a four step
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207 process:
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208
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209 1. Permissions are defined as having a name and optionally a hyperdb class
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210 they're specific to,
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211 2. Roles are defined that have one or more Permissions,
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212 3. Users are assigned Roles in their "roles" property, and finally
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213 4. Roundup checks that users have appropriate Permissions at appropriate times
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214 (like editing issues).
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215
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216 Your instance dbinit module's *open* function now has to define any
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217 Permissions that are specific to your instance, and also the assignment
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218 of Permissions to Roles. At the moment, your open function
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219 ends with::
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220
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221 import detectors
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222 detectors.init(db)
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223
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224 return db
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225
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226 and what we need to do is insert some commands that will set up the security
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227 parameters. Right above the ``import detectors`` line, you'll want to insert
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228 these lines::
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229
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230 #
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231 # SECURITY SETTINGS
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232 #
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233 # new permissions for this schema
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234 for cl in 'issue', 'file', 'msg', 'user':
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235 db.security.addPermission(name="Edit", klass=cl,
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236 description="User is allowed to edit "+cl)
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237 db.security.addPermission(name="View", klass=cl,
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238 description="User is allowed to access "+cl)
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239
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240 # Assign the access and edit permissions for issue, file and message
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241 # to regular users now
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242 for cl in 'issue', 'file', 'msg':
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243 p = db.security.getPermission('View', cl)
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244 db.security.addPermissionToRole('User', p)
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245 p = db.security.getPermission('Edit', cl)
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246 db.security.addPermissionToRole('User', p)
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247 # and give the regular users access to the web and email interface
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248 p = db.security.getPermission('Web Access')
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249 db.security.addPermissionToRole('User', p)
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250 p = db.security.getPermission('Email Access')
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251 db.security.addPermissionToRole('User', p)
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252
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253 # May users view other user information? Comment these lines out
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254 # if you don't want them to
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255 p = db.security.getPermission('View', 'user')
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256 db.security.addPermissionToRole('User', p)
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257
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258 # Assign the appropriate permissions to the anonymous user's Anonymous
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259 # Role. Choices here are:
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260 # - Allow anonymous users to register through the web
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261 p = db.security.getPermission('Web Registration')
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262 db.security.addPermissionToRole('Anonymous', p)
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263 # - Allow anonymous (new) users to register through the email gateway
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264 p = db.security.getPermission('Email Registration')
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265 db.security.addPermissionToRole('Anonymous', p)
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266 # - Allow anonymous users access to the "issue" class of data
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267 # Note: this also grants access to related information like files,
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268 # messages, statuses etc that are linked to issues
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269 #p = db.security.getPermission('View', 'issue')
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270 #db.security.addPermissionToRole('Anonymous', p)
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271 # - Allow anonymous users access to edit the "issue" class of data
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272 # Note: this also grants access to create related information like
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273 # files and messages etc that are linked to issues
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274 #p = db.security.getPermission('Edit', 'issue')
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275 #db.security.addPermissionToRole('Anonymous', p)
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276
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277 # oh, g'wan, let anonymous access the web interface too
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278 p = db.security.getPermission('Web Access')
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279 db.security.addPermissionToRole('Anonymous', p)
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280
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281 Note in the comments there the places where you might change the permissions
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282 to restrict users or grant users more access. If you've created additional
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283 classes that users should be able to edit and view, then you should add them
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284 to the "new permissions for this schema" section at the start of the security
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285 block. Then add them to the "Assign the access and edit permissions" section
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286 too, so people actually have the new Permission you've created.
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287
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288 One final change is needed that finishes off the security system's
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289 initialisation. We need to add a call to ``db.post_init()`` at the end of the
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290 dbinit open() function. Add it like this::
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291
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292 import detectors
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293 detectors.init(db)
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294
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295 # schema is set up - run any post-initialisation
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296 db.post_init()
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297 return db
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298
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299 You may verify the setup of Permissions and Roles using the new
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300 "``roundup-admin security``" command.
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301
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302
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303 0.5.0 User changes
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304 ~~~~~~~~~~~~~~~~~~
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305
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306 To support all those schema changes, you'll need to massage your user database
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307 a little too, to:
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308
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309 1. make sure there's an "anonymous" user - this user is mandatory now and is
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310 the one that unknown users are logged in as.
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311 2. make sure all users have at least one Role.
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312
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313 If you don't have the "anonymous" user, create it now with the command::
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314
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315 roundup-admin create user username=anonymous roles=Anonymous
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316
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317 making sure the capitalisation is the same as above. Once you've done that,
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318 you'll need to set the roles property on all users to a reasonable default.
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319 The admin user should get "Admin", the anonymous user "Anonymous"
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320 and all other users "User". The ``fixroles.py`` script in the tools directory
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321 will do this. Run it like so (where python is your python 2+ binary)::
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322
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323 python tools/fixroles.py -i <instance home>
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324
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325
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326
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327 0.5.0 CGI interface changes
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328 ---------------------------
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329
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330 The CGI interface code was completely reorganised and largely rewritten. The
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331 end result is that this section of your instance interfaces module will need
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332 changing from::
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333
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334 from roundup import mailgw
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335 from roundup.cgi import client
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336
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337 class Client(client.Client):
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338 ''' derives basic CGI implementation from the standard module,
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339 with any specific extensions
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340 '''
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341 pass
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342
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343 to::
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344
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345 from roundup import cgi_client, mailgw
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346 from roundup.i18n import _
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347
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348 class Client(cgi_client.Client):
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349 ''' derives basic CGI implementation from the standard module,
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350 with any specific extensions
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351 '''
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352 pass
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353
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354 You will also need to install the new version of roundup.cgi from the source
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355 cgi-bin directory if you're using it.
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356
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357
1008
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358 0.5.0 HTML templating
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359 ---------------------
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360
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361 You'll want to make a backup of your current instance html directory. You
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362 should then copy the html directory from the Roundup source template that you
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363 used to create your instance, and modify it according to your local schema
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364 changes.
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365
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366 If you need help with the new templating system, please ask questions on the
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367 roundup-users mailing list (available through the roundup project page on
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368 sourceforge, http://roundup.sf.net/)
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369
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370
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371 0.5.0 Detectors
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372 ---------------
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373
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374 The nosy reactor has been updated to handle the instance not having an
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375 "assignedto" property on issues. You may want to copy it into your instance's
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376 detectors directory. Chances are you've already fixed it though :)
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377
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378
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379 Migrating from 0.4.1 to 0.4.2
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380 =============================
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381
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382 0.4.2 Configuration
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383 -------------------
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384 The USER_INDEX definition introduced in 0.4.1 was too restrictive in its
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385 allowing replacement of 'assignedto' with the user's userid. Users must change
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386 the None value of 'assignedto' to 'CURRENT USER' (the string, in quotes) for
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387 the replacement behaviour to occur now.
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388
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389 The new configuration variables are:
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390
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391 - EMAIL_KEEP_QUOTED_TEXT
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392 - EMAIL_LEAVE_BODY_UNCHANGED
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393 - ADD_RECIPIENTS_TO_NOSY
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394
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395 See the sample configuration files in::
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396
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397 <roundup source>/roundup/templates/classic/instance_config.py
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398
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399 and::
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400
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401 <roundup source>/roundup/templates/extended/instance_config.py
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402
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403 and the `customisation documentation`_ for information on how they're used.
782
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404
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405
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406 0.4.2 Changes to detectors
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407 --------------------------
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408 You will need to copy the detectors from the distribution into your instance
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409 home "detectors" directory. If you used the classic schema, the detectors
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410 are in::
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411
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412 <roundup source>/roundup/templates/classic/detectors/
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413
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414 If you used the extended schema, the detectors are in::
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415
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416 <roundup source>/roundup/templates/extended/detectors/
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417
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418 The change means that schema-specific code has been removed from the
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419 mail gateway and cgi interface and made into auditors:
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420
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421 - nosyreactor.py has now got an updatenosy auditor which updates the nosy
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422 list with author, recipient and assignedto information.
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423 - statusauditor.py makes the unread or resolved -> chatting changes and
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424 presets the status of an issue to unread.
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425
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426 There's also a bug or two fixed in the nosyreactor code.
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parents:
diff changeset
427
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
428 0.4.2 HTML templating changes
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
429 -----------------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
430 The link() htmltemplate function now has a "showid" option for links and
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
431 multilinks. When true, it only displays the linked node id as the anchor
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
432 text. The link value is displayed as a tooltip using the title anchor
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
433 attribute. To use in eg. the superseder field, have something like this::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
434
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
435 <td>
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
436 <display call="field('superseder', showid=1)">
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
437 <display call="classhelp('issue', 'id,title', label='list', width=500)">
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
438 <property name="superseder">
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
439 <br>View: <display call="link('superseder', showid=1)">
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
440 </property>
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
441 </td>
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
442
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
443 The stylesheets have been cleaned up too. You may want to use the newer
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
444 versions in::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
445
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
446 <roundup source>/roundup/templates/<template>/html/default.css
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
447
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
448
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
449
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
450 Migrating from 0.4.0 to 0.4.1
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
451 =============================
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
452
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
453 0.4.1 Files storage
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
454 -------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
455
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
456 Messages and files from newly created issues will be put into subdierectories
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
457 in thousands e.g. msg123 will be put into files/msg/0/msg123, file2003
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
458 will go into files/file/2/file2003. Previous messages are still found, but
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
459 could be put into this structure.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
460
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
461 0.4.1 Configuration
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
462 -------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
463
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
464 To allow more fine-grained access control, the variable used to check
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
465 permission to auto-register users in the mail gateway is now called
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
466 ANONYMOUS_REGISTER_MAIL rather than overloading ANONYMOUS_REGISTER. If the
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
467 variable doesn't exist, then ANONYMOUS_REGISTER is tested as before.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
468
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
469 Configuring the links in the web header is now easier too. The following
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
470 variables have been added to the classic instance_config.py::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
471
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
472 HEADER_INDEX_LINKS - defines the "index" links to be made available
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
473 HEADER_ADD_LINKS - defines the "add" links
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
474 DEFAULT_INDEX - specifies the index view for DEFAULT
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
475 UNASSIGNED_INDEX - specifies the index view for UNASSIGNED
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
476 USER_INDEX - specifies the index view for USER
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
477
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
478 See the <roundup source>/roundup/templates/classic/instance_config.py for more
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
479 information - including how the variables are to be set up. Most users will
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
480 just be able to copy the variables from the source to their instance home. If
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
481 you've modified the header by changing the source of the interfaces.py file in
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
482 the instance home, you'll need to remove that customisation and move it into
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
483 the appropriate variables in instance_config.py.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
484
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
485 The extended schema has similar variables added too - see the source for more
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
486 info.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
487
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
488 0.4.1 Alternate E-Mail Addresses
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
489 --------------------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
490
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
491 If you add the property "alternate_addresses" to your user class, your users
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
492 will be able to register alternate email addresses that they may use to
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
493 communicate with roundup as. All email from roundup will continue to be sent
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
494 to their primary address.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
495
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
496 If you have not edited the dbinit.py file in your instance home directory,
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
497 you may simply copy the new dbinit.py file from the core code. If you used
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
498 the classic schema, the interfaces file is in::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
499
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
500 <roundup source>/roundup/templates/classic/dbinit.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
501
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
502 If you used the extended schema, the file is in::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
503
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
504 <roundup source>/roundup/templates/extended/dbinit.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
505
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
506 If you have modified your dbinit.py file, you need to edit the dbinit.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
507 file in your instance home directory. Find the lines which define the user
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
508 class::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
509
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
510 user = Class(db, "msg",
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
511 username=String(), password=Password(),
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
512 address=String(), realname=String(),
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
513 phone=String(), organisation=String(),
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
514 alternate_addresses=String())
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
515
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
516 You will also want to add the property to the user's details page. The
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
517 template for this is the "user.item" file in your instance home "html"
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
518 directory. Similar to above, you may copy the file from the roundup source if
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
519 you haven't modified it. Otherwise, add the following to the template::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
520
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
521 <display call="multiline('alternate_addresses')">
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
522
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
523 with appropriate labelling etc. See the standard template for an idea.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
524
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
525
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
526
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
527 Migrating from 0.3.x to 0.4.0
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
528 =============================
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
529
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
530 0.4.0 Message-ID and In-Reply-To addition
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
531 -----------------------------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
532 0.4.0 adds the tracking of messages by message-id and allows threading
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
533 using in-reply-to. Most e-mail clients support threading using this
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
534 feature, and we hope to add support for it to the web gateway. If you
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
535 have not edited the dbinit.py file in your instance home directory, you may
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
536 simply copy the new dbinit.py file from the core code. If you used the
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
537 classic schema, the interfaces file is in::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
538
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
539 <roundup source>/roundup/templates/classic/dbinit.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
540
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
541 If you used the extended schema, the file is in::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
542
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
543 <roundup source>/roundup/templates/extended/dbinit.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
544
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
545 If you have modified your dbinit.py file, you need to edit the dbinit.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
546 file in your instance home directory. Find the lines which define the msg
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
547 class::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
548
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
549 msg = FileClass(db, "msg",
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
550 author=Link("user"), recipients=Multilink("user"),
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
551 date=Date(), summary=String(),
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
552 files=Multilink("file"))
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
553
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
554 and add the messageid and inreplyto properties like so::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
555
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
556 msg = FileClass(db, "msg",
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
557 author=Link("user"), recipients=Multilink("user"),
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
558 date=Date(), summary=String(),
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
559 files=Multilink("file"),
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
560 messageid=String(), inreplyto=String())
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
561
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
562 Also, configuration is being cleaned up. This means that your dbinit.py will
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
563 also need to be changed in the open function. If you haven't changed your
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
564 dbinit.py, the above copy will be enough. If you have, you'll need to change
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
565 the line (round line 50)::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
566
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
567 db = Database(instance_config.DATABASE, name)
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
568
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
569 to::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
570
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
571 db = Database(instance_config, name)
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
572
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
573
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
574 0.4.0 Configuration
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
575 --------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
576 ``INSTANCE_NAME`` and ``EMAIL_SIGNATURE_POSITION`` have been added to the
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
577 instance_config.py. The simplest solution is to copy the default values
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
578 from template in the core source.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
579
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
580 The mail gateway now checks ``ANONYMOUS_REGISTER`` to see if unknown users
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
581 are to be automatically registered with the tracker. If it is set to "deny"
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
582 then unknown users will not have access. If it is set to "allow" they will be
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
583 automatically registered with the tracker.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
584
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
585
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
586 0.4.0 CGI script roundup.cgi
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
587 ----------------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
588 The CGI script has been updated with some features and a bugfix, so you should
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
589 copy it from the roundup cgi-bin source directory again. Make sure you update
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
590 the ROUNDUP_INSTANCE_HOMES after the copy.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
591
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
592
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
593 0.4.0 Nosy reactor
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
594 ------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
595 The nosy reactor has also changed - copy the nosyreactor.py file from the core
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
596 source::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
597
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
598 <roundup source>/roundup/templates/<template>/detectors/nosyreactor.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
599
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
600 to your instance home "detectors" directory.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
601
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
602
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
603 0.4.0 HTML templating
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
604 ---------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
605 The field() function was incorrectly implemented - links and multilinks now
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
606 display as text fields when rendered using field(). To display a menu (drop-
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
607 down or select box) you need to use the menu() function.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
608
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
609
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
610
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
611 Migrating from 0.2.x to 0.3.x
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
612 =============================
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
613
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
614 0.3.x Cookie Authentication changes
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
615 -----------------------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
616 0.3.0 introduces cookie authentication - you will need to copy the
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
617 interfaces.py file from the roundup source to your instance home to enable
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
618 authentication. If you used the classic schema, the interfaces file is in::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
619
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
620 <roundup source>/roundup/templates/classic/interfaces.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
621
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
622 If you used the extended schema, the file is in::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
623
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
624 <roundup source>/roundup/templates/extended/interfaces.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
625
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
626 If you have modified your interfaces.Client class, you will need to take
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
627 note of the login/logout functionality provided in roundup.cgi_client.Client
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
628 (classic schema) or roundup.cgi_client.ExtendedClient (extended schema) and
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
629 modify your instance code apropriately.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
630
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
631
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
632 0.3.x Password encoding
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
633 -----------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
634 This release also introduces encoding of passwords in the database. If you
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
635 have not edited the dbinit.py file in your instance home directory, you may
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
636 simply copy the new dbinit.py file from the core code. If you used the
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
637 classic schema, the interfaces file is in::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
638
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
639 <roundup source>/roundup/templates/classic/dbinit.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
640
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
641 If you used the extended schema, the file is in::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
642
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
643 <roundup source>/roundup/templates/extended/dbinit.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
644
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
645
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
646 If you have modified your dbinit.py file, you may use encoded passwords:
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
647
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
648 1. Edit the dbinit.py file in your instance home directory
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
649 a. At the first code line of the open() function::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
650
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
651 from roundup.hyperdb import String, Date, Link, Multilink
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
652
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
653 alter to include Password, as so::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
654
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655 from roundup.hyperdb import String, Password, Date, Link, Multilink
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656
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657 b. Where the password property is defined (around line 66)::
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658
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659 user = Class(db, "user",
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660 username=String(), password=String(),
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661 address=String(), realname=String(),
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662 phone=String(), organisation=String())
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663 user.setkey("username")
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664
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665 alter the "password=String()" to "password=Password()"::
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666
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667 user = Class(db, "user",
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668 username=String(), password=Password(),
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669 address=String(), realname=String(),
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670 phone=String(), organisation=String())
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671 user.setkey("username")
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672
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673 2. Any existing passwords in the database will remain cleartext until they
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674 are edited. It is recommended that at a minimum the admin password be
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675 changed immediately::
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676
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677 roundup-admin -i <instance home> set user1 password=<new password>
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678
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679
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680 0.3.x Configuration
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681 -------------------
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682 FILTER_POSITION, ANONYMOUS_ACCESS, ANONYMOUS_REGISTER have been added to
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683 the instance_config.py. Simplest solution is to copy the default values from
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684 template in the core source.
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685
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686 MESSAGES_TO_AUTHOR has been added to the IssueClass in dbinit.py. Set to 'yes'
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687 to send nosy messages to the author. Default behaviour is to not send nosy
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688 messages to the author. You will need to add MESSAGES_TO_AUTHOR to your
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689 dbinit.py in your instance home.
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690
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691
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692 0.3.x CGI script roundup.cgi
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693 ----------------------------
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694 There have been some structural changes to the roundup.cgi script - you will
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695 need to install it again from the cgi-bin directory of the source
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696 distribution. Make sure you update the ROUNDUP_INSTANCE_HOMES after the
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697 copy.
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698
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699
1008
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700 .. _`customisation documentation`: customizing.html
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701 .. _`security documentation`: security.html
Roundup Issue Tracker: http://roundup-tracker.org/