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mysql table creation syntax change The MySQL people gratuitously changed the syntax for specifying the storage engine a while back and the current alpha drops support for the old syntax. This patch changes TYPE to ENGINE in the mysql backend and updates the documentation to show that we require MySQL 4.0.18 because of that. I also removed a note in the mysql docs about a bug in InnoDB that has been fixed as of the required version. This fixes [SF#1727529]
author Justus Pendleton <jpend@users.sourceforge.net>
date Fri, 28 Sep 2007 15:26:10 +0000
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children f764931f2c67
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1 ====================
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2 Administration Guide
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3 ====================
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4
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5 :Version: $Revision: 1.25 $
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6
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7 .. contents::
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8
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9 What does Roundup install?
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10 ==========================
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11
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12 There's two "installations" that we talk about when using Roundup:
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13
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14 1. The installation of the software and its support files. This uses the
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15 standard Python mechanism called "distutils" and thus Roundup's core code,
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16 executable scripts and support data files are installed in Python's
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17 directories. On Windows, this is typically:
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18
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19 Scripts
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20 ``<python dir>\scripts\...``
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21 Core code
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22 ``<python dir>\lib\site-packages\roundup\...``
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23 Support files
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24 ``<python dir>\share\roundup\...``
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25
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26 and on Unix-like systems (eg. Linux):
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27
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28 Scripts
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29 ``<python root>/bin/...``
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30 Core code
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31 ``<python root>/lib-<python version>/site-packages/roundup/...``
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32 Support files
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33 ``<python root>/share/roundup/...``
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34
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35 2. The installation of a specific tracker. When invoking the roundup-admin
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36 "inst" (and "init") commands, you're creating a new Roundup tracker. This
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37 installs configuration files, HTML templates, detector code and a new
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38 database. You have complete control over where this stuff goes through
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39 both choosing your "tracker home" and the ``main`` -> ``database`` variable
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40 in the tracker's config.ini.
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42
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43 Configuring Roundup's Logging of Messages For Sysadmins
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44 =======================================================
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45
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46 You may configure where Roundup logs messages in your tracker's config.ini
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47 file. Roundup will use the standard Python (2.3+) logging implementation
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48 when available. If not, then a very basic logging implementation will be used
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49 (see BasicLogging in the roundup.rlog module for details).
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50
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51 Configuration for standard "logging" module:
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52 - tracker configuration file specifies the location of a logging
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53 configration file as ``logging`` -> ``config``
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54 - ``roundup-server`` specifies the location of a logging configuration
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55 file on the command line
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56 Configuration for "BasicLogging" implementation:
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57 - tracker configuration file specifies the location of a log file
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58 ``logging`` -> ``filename``
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59 - tracker configuration file specifies the level to log to as
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60 ``logging`` -> ``level``
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61 - ``roundup-server`` specifies the location of a log file on the command
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62 line
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63 - ``roundup-server`` specifies the level to log to on the command line
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64
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65 (``roundup-mailgw`` always logs to the tracker's log file)
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66
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67 In both cases, if no logfile is specified then logging will simply be sent
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68 to sys.stderr with only logging of ERROR messages.
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69
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70
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71 Configuring roundup-server
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72 ==========================
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73
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74 The basic configuration file layout is as follows (take from the
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75 ``roundup-server.ini.example`` file in the "doc" directory)::
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76
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77 [main]
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78 port = 8080
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79 ;hostname =
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80 ;user =
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81 ;group =
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82 ;log_ip = yes
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83 ;pidfile =
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84 ;logfile =
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85 ;template =
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86 ;ssl = no
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87 ;pem =
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88
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89 [trackers]
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90 ; Add one of these per tracker being served
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91 name = /path/to/tracker/name
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92
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93 Values ";commented out" are optional. The meaning of the various options
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94 are as follows:
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95
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96 **port**
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97 Defines the local TCP port to listen for clients on.
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98 **hostname**
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99 Defines the local hostname to listen for clients on. Only required if
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100 "localhost" is not sufficient.
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101 **user** and **group**
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102 Defines the Unix user and group to run the server as. Only work if the
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103 server is started as root.
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104 **log_ip**
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105 If ``yes`` then we log IP addresses against accesses. If ``no`` then we
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106 log the hostname of the client. The latter can be much slower.
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107 **pidfile**
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108 If specified, the server will fork at startup and write its new PID to
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109 the file.
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110 **logfile**
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111 Any unhandled exception messages or other output from Roundup will be
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112 written to this file. It must be specified if **pidfile** is specified.
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113 If per-tracker logging is specified, then very little will be written to
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114 this file.
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115 **template**
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116 Specifies a template used for displaying the tracker index when
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117 multiple trackers are being used. The variable "trackers" is available
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118 to the template and is a dict of all configured trackers.
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119 **ssl**
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120 Enables the use of SSL to secure the connection to the roundup-server.
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121 If you enable this, ensure that your tracker's config.ini specifies
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122 an *https* URL.
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123 **pem**
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124 If specified, the SSL PEM file containing the private key and certificate.
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125 If not specified, roundup will generate a temporary, self-signed certificate
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126 for use.
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127 **trackers** section
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128 Each line denotes a mapping from a URL component to a tracker home.
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129 Make sure the name part doesn't include any url-unsafe characters like
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130 spaces. Stick to alphanumeric characters and you'll be ok.
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131
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132
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133 Users and Security
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134 ==================
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135
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136 Roundup holds its own user database which primarily contains a username,
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137 password and email address for the user. Roundup *must* have its own user
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138 listing, in order to maintain internal consistency of its data. It is a
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139 relatively simple exercise to update this listing on a regular basis, or on
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140 demand, so that it matches an external listing (eg. unix passwd file, LDAP,
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141 etc.)
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142
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143 Roundup identifies users in a number of ways:
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144
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145 1. Through the web, users may be identified by either HTTP Basic
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146 Authentication or cookie authentication. If you are running the web
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147 server (roundup-server) through another HTTP server (eg. apache or IIS)
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148 then that server may require HTTP Basic Authentication, and it will pass
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149 the ``REMOTE_USER`` variable through to Roundup. If this variable is not
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150 present, then Roundup defaults to using its own cookie-based login
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151 mechanism.
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152 2. In email messages handled by roundup-mailgw, users are identified by the
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153 From address in the message.
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154
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155 In both cases, Roundup's behaviour when dealing with unknown users is
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156 controlled by Permissions defined in the "SECURITY SETTINGS" section of the
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157 tracker's ``schema.py`` module:
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158
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159 Web Registration
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160 If granted to the Anonymous Role, then anonymous users will be able to
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161 register through the web.
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162 Email Registration
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163 If granted to the Anonymous Role, then email messages from unknown users
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164 will result in those users being registered with the tracker.
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165
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166 More information about how to customise your tracker's security settings
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167 may be found in the `customisation documentation`_.
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168
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169
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170 Tasks
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171 =====
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172
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173 Maintenance of Roundup can involve one of the following:
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174
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175 1. `tracker backup`_
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176 2. `software upgrade`_
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177 3. `migrating backends`_
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178 4. `moving a tracker`_
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179 5. `migrating from other software`_
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180 6. `adding a user from the command-line`_
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181
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182
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183 Tracker Backup
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184 --------------
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185
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186 Stop the web and email frontends and to copy the contents of the tracker home
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187 directory to some other place using standard backup tools.
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188
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189
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190 Software Upgrade
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191 ----------------
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192
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193 Always make a backup of your tracker before upgrading software. Steps you may
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194 take:
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195
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196 1. Ensure that the unit tests run on your system::
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197
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198 python run_tests.py
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199
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200 2. If you're using an RDBMS backend, make a backup of its contents now.
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201 3. Make a backup of the tracker home itself.
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202 4. Stop the tracker web and email frontends.
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203 5. Follow the steps in the `upgrading documentation`_ for the new version of
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204 the software in the copied.
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205 6. You may test each of the admin tool, web interface and mail gateway using
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206 the new version of the software. To do this, invoke the scripts directly
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207 in the source directory with::
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208
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209 PYTHONPATH=. python roundup/scripts/roundup_server.py <normal arguments>
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210 PYTHONPATH=. python roundup/scripts/roundup_admin.py <normal arguments>
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211 PYTHONPATH=. python roundup/scripts/roundup_mailgw.py <normal arguments>
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212
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213 Note that on Windows, this would read::
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214
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215 C:\sources\roundup-0.7.4> SET PYTHONPATH=.
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216 C:\sources\roundup-0.7.4> python roundup/scripts/roundup_server.py <normal arguments>
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217
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218 7. Once you're comfortable that the upgrade will work using that copy, you
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219 should install the new version of the software::
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220
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221 python setup.py install
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222
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223 8. Restart your tracker web and email frontends.
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224
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225 If something bad happens, you may reinstate your backup of the tracker and
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226 reinstall the older version of the sofware using the same install command::
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227
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228 python setup.py install
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229
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230
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231 Migrating Backends
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232 ------------------
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233
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234 1. Stop the existing tracker web and email frontends (preventing changes).
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235 2. Use the roundup-admin tool "export" command to export the contents of
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236 your tracker to disk.
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237 3. Copy the tracker home to a new directory.
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238 4. Delete the "db" directory from the new directory.
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239 5. Enter the new backend name in the tracker home ``db/backend_name`` file.
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240 6. Use the roundup-admin "import" command to import the previous export with
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241 the new tracker home. If non-interactively::
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242
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243 roundup-admin -i <tracker home> import <tracker export dir>
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244
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245 If interactively, enter 'commit' before exitting.
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246 7. Test each of the admin tool, web interface and mail gateway using the new
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247 backend.
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248 8. Move the old tracker home out of the way (rename to "tracker.old") and
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249 move the new tracker home into its place.
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250 9. Restart web and email frontends.
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251
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252
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253 Moving a Tracker
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254 ----------------
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255
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256 If you're moving the tracker to a similar machine, you should:
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257
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258 1. install Roundup on the new machine and test that it works there,
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259 2. stop the existing tracker web and email frontends (preventing changes),
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260 3. copy the tracker home directory over to the new machine, and
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261 4. start the tracker web and email frontends on the new machine.
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262
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263 Most of the backends are actually portable across platforms (ie. from Unix to
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264 Windows to Mac). If this isn't the case (ie. the tracker doesn't work when
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265 moved using the above steps) then you'll need to:
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266
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267 1. install Roundup on the new machine and test that it works there,
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268 2. stop the existing tracker web and email frontends (preventing changes),
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269 3. use the roundup-admin tool "export" command to export the contents of
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270 the existing tracker,
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271 4. copy the export to the new machine,
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272 5. use the roundup-admin "import" command to import the tracker on the new
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273 machine, and
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274 6. start the tracker web and email frontends on the new machine.
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275
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276
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277 Migrating From Other Software
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278 -----------------------------
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279
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280 You have a couple of choices. You can either use a CSV import into Roundup,
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281 or you can write a simple Python script which uses the Roundup API
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282 directly. The latter is almost always simpler -- see the "scripts"
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283 directory in the Roundup source for some example uses of the API.
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284
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285 "roundup-admin import" will import data into your tracker from a
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286 directory containing files with the following format:
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287
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288 - one colon-separated-values file per Class with columns for each property,
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289 named <classname>.csv
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290 - one colon-separated-values file per Class with journal information,
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291 named <classname>-journals.csv (this is required, even if it's empty)
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292 - if the Class is a FileClass, you may have the "content" property
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293 stored in separate files from the csv files. This goes in a directory
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294 structure::
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295
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296 <classname>-files/<N>/<designator>
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297
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298 where ``<designator>`` is the item's ``<classname><id>`` combination.
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299 The ``<N>`` value is ``int(<id> / 1000)``.
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300
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301
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302 Adding A User From The Command-Line
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303 -----------------------------------
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304
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305 The ``roundup-admin`` program can create any data you wish to in the
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306 database. To create a new user, use::
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307
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308 roundup-admin create user
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309
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310 To figure out what good values might be for some of the fields (eg. Roles)
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311 you can just display another user::
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312
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313 roundup-admin list user
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314
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315 (or if you know their username, and it happens to be "richard")::
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316
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317 roundup-admin find username=richard
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318
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319 then using the user id you get from one of the above commands, you may
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320 display the user's details::
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321
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322 roundup-admin display <userid>
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323
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324
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325 Running the Servers
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326 ===================
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327
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328 Unix
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329 ----
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330
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331 On Unix systems, use the scripts/server-ctl script to control the
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332 roundup-server server. Copy it somewhere and edit the variables at the top
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333 to reflect your specific installation.
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334
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335
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336 Windows
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337 -------
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338
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339 On Windows, the roundup-server program runs as a Windows Service, and
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340 therefore may be controlled through the Services control panel. The
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341 roundup-server program may also control the service directly:
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342
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343 **install the service**
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344 ``roundup-server -C /path/to/my/roundup-server.ini -c install``
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345 **start the service**
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346 ``roundup-server -c start``
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347 **stop the service**
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348 ``roundup-server -c stop``
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349
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350 To bring up the services panel:
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351
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352 Windows 2000 and later
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353 Start/Control Panel/Administrative Tools/Services
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354 Windows NT4
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355 Start/Control Panel/Services
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356
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357 You will need a server configuration file (as described in
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358 `Configuring roundup-server`_) for specifying tracker homes
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359 and other roundup-server configuration. Specify the name of
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360 this file using the ``-C`` switch when installing the service.
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361
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362 Running the Mail Gateway Script
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363 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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364
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365 The mail gateway script should be scheduled to run regularly on your
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366 Windows server. Normally this will result in a window popping up. The
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367 solution to this is to:
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368
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369 1. Create a new local account on the Roundup server
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370 2. Set the scheduled task to run in the context of this user instead
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371 of your normal login
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372
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373
2003
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374 -------------------
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375
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376 Back to `Table of Contents`_
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377
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378 .. _`Table of Contents`: index.html
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379 .. _`customisation documentation`: customizing.html
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380 .. _`upgrading documentation`: upgrading.html
Roundup Issue Tracker: http://roundup-tracker.org/