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annotate MIGRATION.txt @ 663:ae3df5685619

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author Richard Jones <richard@users.sourceforge.net>
date Fri, 15 Mar 2002 01:24:26 +0000
parents 5631c5347427
children 684b4378eec8
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272
5f400caecaad Steps to follow when migrating between versions of roundup.
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1 Migrating to newer versions of Roundup
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2 ======================================
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3
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4 Please read each section carefully and edit your instance home files
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5 accordingly.
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6
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7 This file contains information for users upgrading from:
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8 0.4.0 -> 0.4.1
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9 0.3.x -> 0.4.x
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10 0.2.x -> 0.3.x
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11
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12 From CVS
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13 ========
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14
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15 Files storage
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16 -------------
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17
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18 Messages and files from newly created issues will be put into subdierectories
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19 in thousands e.g. msg123 will be put into files/msg/0/msg123, file2003
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20 will go into files/file/2/file2003. Previous messages are still found, but
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21 could be put into this structure.
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22
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23 Migrating from 0.4.0 to 0.4.1
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24 =============================
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25
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26 Configuration
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27 -------------
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28
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29 To allow more fine-grained access control, the variable used to check
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30 permission to auto-register users in the mail gateway is now called
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31 ANONYMOUS_REGISTER_MAIL rather than overloading ANONYMOUS_REGISTER. If the
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32 variable doesn't exist, then ANONYMOUS_REGISTER is tested as before.
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33
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34 Configuring the links in the web header is now easier too. The following
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35 variables have been added to the classic instance_config.py:
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36
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37 HEADER_INDEX_LINKS - defines the "index" links to be made available
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38 HEADER_ADD_LINKS - defines the "add" links
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39 DEFAULT_INDEX - specifies the index view for DEFAULT
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40 UNASSIGNED_INDEX - specifies the index view for UNASSIGNED
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41 USER_INDEX - specifies the index view for USER
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42
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43 See the <roundup source>/roundup/templates/classic/instance_config.py for more
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44 information - including how the variables are to be set up. Most users will
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45 just be able to copy the variables from the source to their instance home. If
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46 you've modified the header by changing the source of the interfaces.py file in
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47 the instance home, you'll need to remove that customisation and move it into
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48 the appropriate variables in instance_config.py.
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49
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50 The extended schema has similar variables added too - see the source for more
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51 info.
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52
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53
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54
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55 Alternate E-Mail Addresses
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56 --------------------------
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57
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58 If you add the property "alternate_addresses" to your user class, your users
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59 will be able to register alternate email addresses that they may use to
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60 communicate with roundup as. All email from roundup will continue to be sent
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61 to their primary address.
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62
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63 If you have not edited the dbinit.py file in your instance home directory,
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64 you may simply copy the new dbinit.py file from the core code. If you used
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65 the classic schema, the interfaces file is in:
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66
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67 <roundup source>/roundup/templates/classic/dbinit.py
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68
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69 If you used the extended schema, the file is in:
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70
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71 <roundup source>/roundup/templates/extended/dbinit.py
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72
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73 If you have modified your dbinit.py file, you need to edit the dbinit.py
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74 file in your instance home directory. Find the lines which define the user
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75 class:
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76
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77 user = Class(db, "msg",
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78 username=String(), password=Password(),
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79 address=String(), realname=String(),
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80 phone=String(), organisation=String(),
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81 alternate_addresses=String())
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82
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83 You will also want to add the property to the user's details page. The
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84 template for this is the "user.item" file in your instance home "html"
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85 directory. Similar to above, you may copy the file from the roundup source if
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86 you haven't modified it. Otherwise, add the following to the template:
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87
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88 <display call="multiline('alternate_addresses')">
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89
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90 with appropriate labelling etc. See the standard template for an idea.
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91
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92
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93
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94 Migrating from 0.3.x to 0.4.x
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95 =============================
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96
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97 Message-ID and In-Reply-To addition
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98 -----------------------------------
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99 0.4.0 adds the tracking of messages by message-id and allows threading
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100 using in-reply-to. Most e-mail clients support threading using this
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101 feature, and we hope to add support for it to the web gateway. If you
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102 have not edited the dbinit.py file in your instance home directory, you may
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103 simply copy the new dbinit.py file from the core code. If you used the
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104 classic schema, the interfaces file is in:
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105
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106 <roundup source>/roundup/templates/classic/dbinit.py
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107
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108 If you used the extended schema, the file is in:
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109
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110 <roundup source>/roundup/templates/extended/dbinit.py
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111
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112 If you have modified your dbinit.py file, you need to edit the dbinit.py
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113 file in your instance home directory. Find the lines which define the msg
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114 class:
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115
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116 msg = FileClass(db, "msg",
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117 author=Link("user"), recipients=Multilink("user"),
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118 date=Date(), summary=String(),
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119 files=Multilink("file"))
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120
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121 and add the messageid and inreplyto properties like so:
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122
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123 msg = FileClass(db, "msg",
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124 author=Link("user"), recipients=Multilink("user"),
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125 date=Date(), summary=String(),
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126 files=Multilink("file"),
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127 messageid=String(), inreplyto=String())
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128
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129 Also, configuration is being cleaned up. This means that your dbinit.py will
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130 also need to be changed in the open function. If you haven't changed your
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131 dbinit.py, the above copy will be enough. If you have, you'll need to change
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132 the line (round line 50):
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133
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134 db = Database(instance_config.DATABASE, name)
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135
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136 to:
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137
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138 db = Database(instance_config, name)
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139
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140
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141 Configuration
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142 -------------
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143 INSTANCE_NAME and EMAIL_SIGNATURE_POSITION have been added to the
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144 instance_config.py. The simplest solution is to copy the default values
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145 from template in the core source.
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146
533
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147 The mail gateway now checks ANONYMOUS_REGISTER to see if unknown users are to
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148 be automatically registered with the tracker. If it is set to "deny" then
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149 unknown users will not have access. If it is set to "allow" they will be
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150 automatically registered with the tracker.
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151
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152
512
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153 CGI script roundup.cgi
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154 ----------------------
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155 The CGI script has been updated with some features and a bugfix, so you should
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156 copy it from the roundup cgi-bin source directory again. Make sure you update
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157 the ROUNDUP_INSTANCE_HOMES after the copy.
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158
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159
519
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160 Nosy reactor
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161 ------------
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162 The nosy reactor has also changed - copy the nosyreactor.py file from the core
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163 source roundup/templates/[schema]/detectors/nosyreactor.py to your instance
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164 home "detectors" directory.
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165
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166
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167 HTML templating
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168 ---------------
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169 The field() function was incorrectly implemented - links and multilinks now
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170 display as text fields when rendered using field(). To display a menu (drop-
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171 down or select box) you need to use the menu() function.
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172
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173
512
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174
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175 Migrating from 0.2.x to 0.3.x
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176 =============================
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177
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178 Cookie Authentication changes
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179 -----------------------------
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180 0.3.0 introduces cookie authentication - you will need to copy the
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181 interfaces.py file from the roundup source to your instance home to enable
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182 authentication. If you used the classic schema, the interfaces file is in:
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183
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184 <roundup source>/roundup/templates/classic/interfaces.py
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185
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186 If you used the extended schema, the file is in:
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187
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188 <roundup source>/roundup/templates/extended/interfaces.py
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189
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190 If you have modified your interfaces.Client class, you will need to take
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191 note of the login/logout functionality provided in roundup.cgi_client.Client
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192 (classic schema) or roundup.cgi_client.ExtendedClient (extended schema) and
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193 modify your instance code apropriately.
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194
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195
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196 Password encoding
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197 -----------------
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198 This release also introduces encoding of passwords in the database. If you
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199 have not edited the dbinit.py file in your instance home directory, you may
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200 simply copy the new dbinit.py file from the core code. If you used the
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201 classic schema, the interfaces file is in:
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202
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203 <roundup source>/roundup/templates/classic/dbinit.py
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204
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205 If you used the extended schema, the file is in:
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206
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207 <roundup source>/roundup/templates/extended/dbinit.py
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208
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209
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210 If you have modified your dbinit.py file, you may use encoded passwords:
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211
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212 1. Edit the dbinit.py file in your instance home directory
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213 1a. At the first code line of the open() function:
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214
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215 from roundup.hyperdb import String, Date, Link, Multilink
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216
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217 alter to include Password, as so:
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218
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219 from roundup.hyperdb import String, Password, Date, Link, Multilink
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220
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221 1b. Where the password property is defined (around line 66):
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222
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223 user = Class(db, "user",
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224 username=String(), password=String(),
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225 address=String(), realname=String(),
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226 phone=String(), organisation=String())
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227 user.setkey("username")
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228
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229 alter the "password=String()" to "password=Password()":
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230
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231 user = Class(db, "user",
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232 username=String(), password=Password(),
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233 address=String(), realname=String(),
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234 phone=String(), organisation=String())
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235 user.setkey("username")
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236
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237 2. Any existing passwords in the database will remain cleartext until they
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238 are edited. It is recommended that at a minimum the admin password be
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239 changed immediately:
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240
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241 roundup-admin -i <instance home> set user1 password=<new password>
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242
334
256776bfdfc5 fixed [SF#474749] Indentations lost
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243
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244 Configuration
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245 -------------
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246 FILTER_POSITION, ANONYMOUS_ACCESS, ANONYMOUS_REGISTER have been added to
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247 the instance_config.py. Simplest solution is to copy the default values from
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248 template in the core source.
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249
337
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250 MESSAGES_TO_AUTHOR has been added to the IssueClass in dbinit.py. Set to 'yes'
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251 to send nosy messages to the author. Default behaviour is to not send nosy
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252 messages to the author. You will need to add MESSAGES_TO_AUTHOR to your
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253 dbinit.py in your instance home.
337
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254
356
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255
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256 CGI script roundup.cgi
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257 ----------------------
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258 There have been some structural changes to the roundup.cgi script - you will
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259 need to install it again from the cgi-bin directory of the source
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260 distribution. Make sure you update the ROUNDUP_INSTANCE_HOMES after the
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261 copy.
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262
394
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263
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264
Roundup Issue Tracker: http://roundup-tracker.org/