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docs: Link custom authentication examples in admin guide
author anatoly techtonik <techtonik@gmail.com>
date Tue, 15 Apr 2014 15:50:33 +0300
parents 609edf9de0a5
children 96dc9f07340a
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1 ====================
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2 Administration Guide
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3 ====================
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4
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5 .. contents::
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6 :local:
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7
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8 What does Roundup install?
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9 ==========================
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10
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11 There's two "installations" that we talk about when using Roundup:
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12
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13 1. The installation of the software and its support files. This uses the
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14 standard Python mechanism called "distutils" and thus Roundup's core code,
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15 executable scripts and support data files are installed in Python's
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16 directories. On Windows, this is typically:
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17
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18 Scripts
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19 ``<python dir>\scripts\...``
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20 Core code
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21 ``<python dir>\lib\site-packages\roundup\...``
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22 Support files
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23 ``<python dir>\share\roundup\...``
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24
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25 and on Unix-like systems (eg. Linux):
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26
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27 Scripts
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28 ``<python root>/bin/...``
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29 Core code
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30 ``<python root>/lib-<python version>/site-packages/roundup/...``
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31 Support files
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32 ``<python root>/share/roundup/...``
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33
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34 2. The installation of a specific tracker. When invoking the roundup-admin
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35 "inst" (and "init") commands, you're creating a new Roundup tracker. This
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36 installs configuration files, HTML templates, detector code and a new
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37 database. You have complete control over where this stuff goes through
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38 both choosing your "tracker home" and the ``main`` -> ``database`` variable
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39 in the tracker's config.ini.
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40
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41
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42 Configuring Roundup's Logging of Messages For Sysadmins
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43 =======================================================
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44
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45 You may configure where Roundup logs messages in your tracker's config.ini
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46 file. Roundup will use the standard Python (2.3+) logging implementation.
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47
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48 Configuration for standard "logging" module:
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49 - tracker configuration file specifies the location of a logging
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50 configration file as ``logging`` -> ``config``
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51 - ``roundup-server`` specifies the location of a logging configuration
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52 file on the command line
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53 Configuration for "BasicLogging" implementation:
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54 - tracker configuration file specifies the location of a log file
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55 ``logging`` -> ``filename``
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56 - tracker configuration file specifies the level to log to as
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57 ``logging`` -> ``level``
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58 - ``roundup-server`` specifies the location of a log file on the command
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59 line
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60 - ``roundup-server`` specifies the level to log to on the command line
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61
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62 (``roundup-mailgw`` always logs to the tracker's log file)
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63
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64 In both cases, if no logfile is specified then logging will simply be sent
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65 to sys.stderr with only logging of ERROR messages.
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66
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67
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68 Configuring roundup-server
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69 ==========================
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70
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71 The basic configuration file layout is as follows (take from the
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72 ``roundup-server.ini.example`` file in the "doc" directory)::
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73
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74 [main]
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75 port = 8080
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76 ;host =
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77 ;user =
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78 ;group =
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79 ;log_ip = yes
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80 ;pidfile =
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81 ;logfile =
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82 ;template =
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83 ;ssl = no
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84 ;pem =
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85
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86 [trackers]
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87 ; Add one of these per tracker being served
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88 name = /path/to/tracker/name
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89
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90 Values ";commented out" are optional. The meaning of the various options
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91 are as follows:
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92
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93 **port**
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94 Defines the local TCP port to listen for clients on.
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95 **host**
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96 Defines the hostname or IP number to listen for clients on. Only
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97 required if `localhost` is not sufficient. If left empty (as opposed
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98 to no `host` keyword in the config-file) this will listen to all
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99 network interfaces and is equivalent to an explicit address `0.0.0.0`.
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100 The use of an empty string to listen to all interfaces is deprecated
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101 and will go away in a future version.
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102 **user** and **group**
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103 Defines the Unix user and group to run the server as. Only work if the
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104 server is started as root.
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105 **log_ip**
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106 If ``yes`` then we log IP addresses against accesses. If ``no`` then we
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107 log the hostname of the client. The latter can be much slower.
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108 **pidfile**
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109 If specified, the server will fork at startup and write its new PID to
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110 the file.
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111 **logfile**
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112 Any unhandled exception messages or other output from Roundup will be
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113 written to this file. It must be specified if **pidfile** is specified.
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114 If per-tracker logging is specified, then very little will be written to
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115 this file.
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116 **template**
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117 Specifies a template used for displaying the tracker index when
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118 multiple trackers are being used. The variable "trackers" is available
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119 to the template and is a dict of all configured trackers.
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120 **ssl**
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121 Enables the use of SSL to secure the connection to the roundup-server.
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122 If you enable this, ensure that your tracker's config.ini specifies
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123 an *https* URL.
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124 **pem**
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125 If specified, the SSL PEM file containing the private key and certificate.
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126 If not specified, roundup will generate a temporary, self-signed certificate
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127 for use.
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128 **trackers** section
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129 Each line denotes a mapping from a URL component to a tracker home.
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130 Make sure the name part doesn't include any url-unsafe characters like
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131 spaces. Stick to alphanumeric characters and you'll be ok.
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132
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133
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134 Users and Security
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135 ==================
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136
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137 Roundup holds its own user database which primarily contains a username,
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138 password and email address for the user. Roundup *must* have its own user
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139 listing, in order to maintain internal consistency of its data. It is a
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140 relatively simple exercise to update this listing on a regular basis, or on
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141 demand, so that it matches an external listing (eg.
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142 :ref:`unix passwd file<external-authentication>`,
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143 `LDAP <http://www.roundup-tracker.org/cgi-bin/moin.cgi/LDAPLogin>`_, etc.)
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144
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145 Roundup identifies users in a number of ways:
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146
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147 1. Through the web, users may be identified by either HTTP Basic
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148 Authentication or cookie authentication. If you are running the web
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149 server (roundup-server) through another HTTP server (eg. apache or IIS)
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150 then that server may require HTTP Basic Authentication, and it will pass
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151 the ``REMOTE_USER`` variable through to Roundup. If this variable is not
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152 present, then Roundup defaults to using its own cookie-based login
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153 mechanism.
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154 2. In email messages handled by roundup-mailgw, users are identified by the
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155 From address in the message.
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156
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157 In both cases, Roundup's behaviour when dealing with unknown users is
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158 controlled by Permissions defined in the "SECURITY SETTINGS" section of the
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159 tracker's ``schema.py`` module:
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160
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161 Web Registration
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162 If granted to the Anonymous Role, then anonymous users will be able to
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163 register through the web.
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164 Email Registration
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165 If granted to the Anonymous Role, then email messages from unknown users
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166 will result in those users being registered with the tracker.
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167
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168 More information about how to customise your tracker's security settings
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169 may be found in the `customisation documentation`_.
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170
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171
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172 Tasks
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173 =====
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174
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175 Maintenance of Roundup can involve one of the following:
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176
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177 1. `tracker backup`_
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178 2. `software upgrade`_
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179 3. `migrating backends`_
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180 4. `moving a tracker`_
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181 5. `migrating from other software`_
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182 6. `adding a user from the command-line`_
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183
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184
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185 Tracker Backup
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186 --------------
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187
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188 The roundup-admin import and export commands are **not** recommended for
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189 performing backup.
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190
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191 Optionally stop the web and email frontends and to copy the contents of the
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192 tracker home directory to some other place using standard backup tools.
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193 This means using
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194 *pg_dump* to take a snapshot of your Postgres backend database, for example.
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195 A simple copy of the tracker home (and files storage area if you've configured
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196 it to be elsewhere) will then complete the backup.
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197
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198
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199 Software Upgrade
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200 ----------------
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201
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202 Always make a backup of your tracker before upgrading software. Steps you may
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203 take:
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204
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205 1. Ensure that the unit tests run on your system::
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206
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207 python run_tests.py
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208
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209 2. If you're using an RDBMS backend, make a backup of its contents now.
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210 3. Make a backup of the tracker home itself.
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211 4. Stop the tracker web and email frontends.
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212 5. Install the new version of the software::
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213
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214 python setup.py install
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215
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216 6. Follow the steps in the `upgrading documentation`_ for the new version of
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217 the software in the copied.
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218
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219 Usually you will be asked to run `roundup_admin migrate` on your tracker
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220 before you allow users to start accessing the tracker.
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221
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222 It's safe to run this even if it's not required, so just get into the
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223 habit.
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224 7. Restart your tracker web and email frontends.
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225
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226 If something bad happens, you may reinstate your backup of the tracker and
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227 reinstall the older version of the sofware using the same install command::
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228
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229 python setup.py install
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230
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231
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232 Migrating Backends
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233 ------------------
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234
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235 1. Stop the existing tracker web and email frontends (preventing changes).
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236 2. Use the roundup-admin tool "export" command to export the contents of
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237 your tracker to disk.
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238 3. Copy the tracker home to a new directory.
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239 4. Delete the "db" directory from the new directory.
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240 5. Enter the new backend name in the tracker home ``db/backend_name`` file.
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241 6. Use the roundup-admin "import" command to import the previous export with
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242 the new tracker home. If non-interactively::
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243
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244 roundup-admin -i <tracker home> import <tracker export dir>
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245
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246 If interactively, enter 'commit' before exiting.
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247 7. Test each of the admin tool, web interface and mail gateway using the new
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248 backend.
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249 8. Move the old tracker home out of the way (rename to "tracker.old") and
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250 move the new tracker home into its place.
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251 9. Restart web and email frontends.
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252
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253
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254 Moving a Tracker
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255 ----------------
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256
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257 If you're moving the tracker to a similar machine, you should:
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258
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259 1. install Roundup on the new machine and test that it works there,
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260 2. stop the existing tracker web and email frontends (preventing changes),
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261 3. copy the tracker home directory over to the new machine, and
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262 4. start the tracker web and email frontends on the new machine.
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263
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264 Most of the backends are actually portable across platforms (ie. from Unix to
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265 Windows to Mac). If this isn't the case (ie. the tracker doesn't work when
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266 moved using the above steps) then you'll need to:
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267
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268 1. install Roundup on the new machine and test that it works there,
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269 2. stop the existing tracker web and email frontends (preventing changes),
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270 3. use the roundup-admin tool "export" command to export the contents of
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271 the existing tracker,
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272 4. copy the export to the new machine,
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273 5. use the roundup-admin "import" command to import the tracker on the new
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274 machine, and
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275 6. start the tracker web and email frontends on the new machine.
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276
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277
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278 Migrating From Other Software
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279 -----------------------------
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280
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281 You have a couple of choices. You can either use a CSV import into Roundup,
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282 or you can write a simple Python script which uses the Roundup API
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283 directly. The latter is almost always simpler -- see the "scripts"
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284 directory in the Roundup source for some example uses of the API.
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285
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286 "roundup-admin import" will import data into your tracker from a
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287 directory containing files with the following format:
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288
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289 - one colon-separated-values file per Class with columns for each property,
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290 named <classname>.csv
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291 - one colon-separated-values file per Class with journal information,
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292 named <classname>-journals.csv (this is required, even if it's empty)
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293 - if the Class is a FileClass, you may have the "content" property
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294 stored in separate files from the csv files. This goes in a directory
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295 structure::
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296
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297 <classname>-files/<N>/<designator>
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298
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299 where ``<designator>`` is the item's ``<classname><id>`` combination.
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300 The ``<N>`` value is ``int(<id> / 1000)``.
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301
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302
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303 Adding A User From The Command-Line
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304 -----------------------------------
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305
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306 The ``roundup-admin`` program can create any data you wish to in the
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307 database. To create a new user, use::
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308
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309 roundup-admin create user
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310
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311 To figure out what good values might be for some of the fields (eg. Roles)
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312 you can just display another user::
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313
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314 roundup-admin list user
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315
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316 (or if you know their username, and it happens to be "richard")::
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317
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318 roundup-admin find username=richard
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319
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320 then using the user id you get from one of the above commands, you may
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321 display the user's details::
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322
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323 roundup-admin display <userid>
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324
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325
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326 Running the Servers
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327 ===================
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328
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329 Unix
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330 ----
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331
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332 On Unix systems, use the scripts/server-ctl script to control the
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333 roundup-server server. Copy it somewhere and edit the variables at the top
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334 to reflect your specific installation.
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335
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336
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337 Windows
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338 -------
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339
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340 On Windows, the roundup-server program runs as a Windows Service, and
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341 therefore may be controlled through the Services control panel. The
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342 roundup-server program may also control the service directly:
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343
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344 **install the service**
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345 ``roundup-server -C /path/to/my/roundup-server.ini -c install``
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346 **start the service**
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347 ``roundup-server -c start``
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348 **stop the service**
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349 ``roundup-server -c stop``
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350
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351 To bring up the services panel:
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352
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353 Windows 2000 and later
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354 Start/Control Panel/Administrative Tools/Services
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355 Windows NT4
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356 Start/Control Panel/Services
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357
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358 You will need a server configuration file (as described in
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359 `Configuring roundup-server`_) for specifying tracker homes
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360 and other roundup-server configuration. Specify the name of
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361 this file using the ``-C`` switch when installing the service.
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362
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363 Running the Mail Gateway Script
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364 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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365
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366 The mail gateway script should be scheduled to run regularly on your
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367 Windows server. Normally this will result in a window popping up. The
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368 solution to this is to:
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369
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370 1. Create a new local account on the Roundup server
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371 2. Set the scheduled task to run in the context of this user instead
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372 of your normal login
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373
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374
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375 .. _`customisation documentation`: customizing.html
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376 .. _`upgrading documentation`: upgrading.html
Roundup Issue Tracker: http://roundup-tracker.org/