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Add links some updates.
author John Rouillard <rouilj@ieee.org>
date Tue, 12 Jul 2022 21:58:34 -0400
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1 .. meta::
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2 :description:
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3 How to administer, backup, upgrade a Roundup installation.
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4 System and user security, configuring web compression,
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5 documentation on using roundup-server and running
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6 roundup-admin.
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7
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8
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9 ====================
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10 Administration Guide
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11 ====================
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12
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13 .. contents::
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14 :local:
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15
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16 What does Roundup install?
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17 ==========================
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18
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19 There's two "installations" that we talk about when using Roundup:
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20
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21 1. The installation of the software and its support files. This uses the
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22 standard Python mechanism called "setuptools" and thus Roundup's core code,
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23 executable scripts and support data files are installed in Python's
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24 directories. On Windows, this is typically:
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25
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26 Scripts
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27 ``<python dir>\scripts\...``
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28 Core code
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29 ``<python dir>\lib\site-packages\roundup\...``
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30 Support files
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31 ``<python dir>\share\roundup\...``
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32
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33 and on Unix-like systems (eg. Linux):
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34
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35 Scripts
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36 ``<python root>/bin/...``
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37 Core code
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38 ``<python root>/lib-<python version>/site-packages/roundup/...``
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39 Support files
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40 ``<python root>/share/roundup/...``
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41
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42 2. The installation of a specific tracker. When invoking the roundup-admin
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43 "inst" (and "init") commands, you're creating a new Roundup tracker. This
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44 installs configuration files, HTML templates, detector code and a new
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45 database. You have complete control over where this stuff goes through
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46 both choosing your "tracker home" and the ``main`` -> ``database`` variable
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47 in the tracker's config.ini.
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49
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50 Configuring Roundup's Logging of Messages For Sysadmins
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51 =======================================================
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52
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53 You may configure where Roundup logs messages in your tracker's config.ini
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54 file. Roundup will use the standard Python (2.3+) logging implementation.
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55
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56 Configuration for standard "logging" module:
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57 - tracker configuration file specifies the location of a logging
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58 configration file as ``logging`` -> ``config``
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59 - ``roundup-server`` specifies the location of a logging configuration
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60 file on the command line
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61 Configuration for "BasicLogging" implementation:
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62 - tracker configuration file specifies the location of a log file
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63 ``logging`` -> ``filename``
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64 - tracker configuration file specifies the level to log to as
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65 ``logging`` -> ``level``
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66 - ``roundup-server`` specifies the location of a log file on the command
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67 line
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68 - ``roundup-server`` specifies the level to log to on the command line
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69
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70 (``roundup-mailgw`` always logs to the tracker's log file)
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71
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72 In both cases, if no logfile is specified then logging will simply be sent
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73 to sys.stderr with only logging of ERROR messages.
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74
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76 Configuring roundup-server
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77 ==========================
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78
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79 The basic configuration file is as follows (taken from the
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80 ``roundup-server.ini.example`` file in the "doc" directory)::
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81
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82 [main]
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83
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84 # Host name of the Roundup web server instance.
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85 # If left unconfigured (no 'host' setting) the default
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86 # will be used.
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87 # If empty, listen on all network interfaces.
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88 # If you want to explicitly listen on all
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89 # network interfaces, the address 0.0.0.0 is a more
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90 # explicit way to achieve this, the use of an empty
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91 # string for this purpose is deprecated and will go away
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92 # in a future release.
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93 # Default: localhost
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94 host = localhost
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95
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96 # Port to listen on.
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97 # Default: 8080
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98 port = 8017
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99
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100 # Path to favicon.ico image file. If unset, built-in favicon.ico is used.
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101 # The path may be either absolute or relative
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102 # to the directory containing this config file.
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103 # Default: favicon.ico
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104 favicon = favicon.ico
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105
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106 # User ID as which the server will answer requests.
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107 # In order to use this option, the server must be run initially as root.
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108 # Availability: Unix.
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109 # Default:
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110 user = roundup
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111
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112 # Group ID as which the server will answer requests.
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113 # In order to use this option, the server must be run initially as root.
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114 # Availability: Unix.
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115 # Default:
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116 group =
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117
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118 # don't fork (this overrides the pidfile mechanism)'
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119 # Allowed values: yes, no
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120 # Default: no
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121 nodaemon = no
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122
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123 # Log client machine names instead of IP addresses (much slower)
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124 # Allowed values: yes, no
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125 # Default: no
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126 log_hostnames = no
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127
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128 # File to which the server records the process id of the daemon.
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129 # If this option is not set, the server will run in foreground
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130 #
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131 # The path may be either absolute or relative
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132 # to the directory containing this config file.
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133 # Default:
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134 pidfile =
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135
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136 # Log file path. If unset, log to stderr.
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137 # The path may be either absolute or relative
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138 # to the directory containing this config file.
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139 # Default:
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140 logfile =
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141
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142 # Set processing of each request in separate subprocess.
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143 # Allowed values: debug, none, thread, fork.
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144 # Default: fork
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145 multiprocess = fork
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146
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147 # Tracker index template. If unset, built-in will be used.
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148 # The path may be either absolute or relative
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149 # to the directory containing this config file.
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150 # Default:
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151 template =
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152
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153 # Enable SSL support (requires pyopenssl)
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154 # Allowed values: yes, no
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155 # Default: no
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156 ssl = no
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157
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158 # PEM file used for SSL. A temporary self-signed certificate
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159 # will be used if left blank.
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160 # The path may be either absolute or relative
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161 # to the directory containing this config file.
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162 # Default:
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163 pem =
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164
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165 # Roundup trackers to serve.
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166 # Each option in this section defines single Roundup tracker.
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167 # Option name identifies the tracker and will appear in the URL.
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168 # Option value is tracker home directory path.
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169 # The path may be either absolute or relative
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170 # to the directory containing this config file.
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171 [trackers]
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172
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173 demo = /trackers/demo
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174 sysadmin = /trackers/sysadmin
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175
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176 Additional notes for each keyword:
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177
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178 **template**
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179 Specifies a template used for displaying the tracker index when
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180 multiple trackers are being used. It is processed by TAL and
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181 the variable "trackers" is available to the template and is a
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182 dict of all configured trackers.
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183 **ssl**
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184 Enables the use of SSL to secure the connection to the roundup-server.
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185 If you enable this, ensure that your tracker's config.ini specifies
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186 an *https* URL.
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187 **pem**
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188 If specified, the SSL PEM file containing the private key and certificate.
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189 If not specified, roundup will generate a temporary, self-signed certificate
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190 for use.
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191 **trackers** section
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192 Each line denotes a mapping from a URL component to a tracker home.
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193 Make sure the name part doesn't include any url-unsafe characters like
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194 spaces. Stick to alphanumeric characters and you'll be ok.
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195
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196 To generate a config.ini in the current directory (note it will
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197 overwrite an existing file) from the roundup-server command line use::
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198
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199 roundup_server -p 8017 -u roundup --save-config demo=/trackers/demo \
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200 sysadmin=/trackers/sysadmin
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201
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202 Configuring Compression
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203 =======================
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204
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205 Roundup will compress HTTP responses to clients on the fly. Dynamic,
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206 on the fly, compression is enabled by default, to disable it set::
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207
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208 [web]
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209 ...
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210 dynamic_compression = No
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211
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212 in the tracker's ``config.ini``. You should disable compression if
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213 your proxy (e.g. nginx or apache) or wsgi server (uwsgi) is configured
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214 to compress responses on the fly. The python standard library includes
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215 gzip support. For brotli or zstd you will need to install packges. See
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216 the `installation documentation`_ for details.
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217
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218 Some assets will not be compressed on the fly. Assets with mime types
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219 of "image/png" or "image/jpeg" will not be compressed. You
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220 can add mime types to the list by using ``interfaces.py`` as discussed
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221 in the `customisation documentation`_. As an example adding::
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222
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223 from roundup.cgi.client import Client
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224
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225 Client.precompressed_mime_types.append('application/zip`)
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226
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227 to ``interfaces.py`` will prevent zip files from being compressed.
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228
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229 Any content less than 100 bytes in size will not be compressed (e.g
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230 errors messages, short json responses).
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231
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232 Zstd will be used if the client can understand it, followed by brotli
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233 then gzip encoding. Currently the preference order is hard coded into
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234 the server and not parsed using ``q`` values from the client's
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235 Accept-Encoding header. This is an area for improvement.
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236
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237 In addition to dynamic compression, static files/assets accessed using
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238 ``@@file`` can be pre-compressed. This reduces CPU load on the server
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239 and reduces the time required to respond to the client. By default
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240 searching for pre-compressed files is disabled. To enable it set::
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241
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242 [web]
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243 ...
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244 use_precompressed_files = Yes
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245
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246 in the tracker's ``config.ini`` file. Then you can create a
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247 precompressed file and it will be served if the client is able to
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248 accept it. For a file ``.../@@file/library.js`` you can create::
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249
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250 tracker_home/html/library.js.gzip
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251 tracker_home/html/library.js.br
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252 tracker_home/html/library.js.zstd
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253
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254 which should be created by using (respectively)::
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255
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256 gzip --keep --suffix .gzip library.js
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257 brotli library.js
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258 zstd library.js && mv library.js.zst library.js.zstd
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259
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260 see the man pages for options that control compression level. Note
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261 that some levels require additional memory on the client side, so you
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262 may not always want to use the highest compression available.
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263
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264 A pre-compressed file will not be used if its modified date is earlier
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265 than the uncompressed file. For example, if ``library.js.gzip`` is
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266 older (has earlier modification date) than ``library.js``,
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267 ``library.js.gzip`` will be ignored. ``library.js`` will be
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268 served instead. ``library.js`` will be dynamically compressed on the
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269 fly and a warning message will be logged.
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270
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271 Precompressed files override dynamic compression. For example, assume
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272 the client can accept brotli and gzip. If there are no precompressed
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273 files, the data will be compressed dynamically (on the fly) using
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274 brotli. If there is a precompressed gzip file present the client will
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275 get the gzip version and not a brotli compressed version. This
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276 mechanism allows the admin to allow use of brotli and zstd for
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277 dynamic content, but not for static content.
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278
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279 Configuring native-fts Full Text Search
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280 =======================================
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281
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282 Roundup release 2.2.0 supports database-native full text search.
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283 SQLite (minimum version 3.9.0) with FTS5 and PostgreSQL (minimum
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284 version 11.0) with websearch_to_tsvector are supported.
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285
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286 To enable this method, change the ``indexer`` setting in the tracker's
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287 config.ini to ``native-fts``. Then reindex using ``roundup-admin -i
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288 tracker_home reindex``. The amount of time it takes to reindex
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289 depends on the amount of data in your tracker, the speed of your
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290 disks, etc. It can take hours.
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291
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292 SQLite details
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293 --------------
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294
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295 The SQLite native-fts changes the full text search query a little bit.
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296 For the other search methods, the search terms are split on white
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297 space and each item in the index: a field (e.g. title), message
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298 content and file content is searched for all the terms. If any term is
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299 missing that item is ignored. Once the items are found they are mapped
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300 to an issue and the normal issue index is displayed.
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301
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302 When using FTS5, the search terms can use the full text search query
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303 language described at:
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304 https://www.sqlite.org/fts5.html#full_text_query_syntax. This
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305 supports:
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306
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307 * plain word search (joined with and similar to other search methods)
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308 * phrase search with terms enclosed in quotes (``"``)
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309 * proximity search with varying distances using ``NEAR()``
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310 * boolean operations by grouping with parentheses and using ``AND``
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311 and ``OR``
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312 * exclusion using ``NOT``
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313 * prefix searching by prefixing the term with``^``
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314
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315 All of the data that is indexed is in a single column, so when column
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316 specifiers are used they usually result in an error which is detected
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317 and an enhanced error message is produced.
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318
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319 Unlike the native, xapian and whoosh indexers, there are no stopwords,
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320 and there is no limit to the length of terms that are indexed. Keeping
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321 these would break proximity and phrase searching. This may be helpful
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322 or problematic for your particular tracker.
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323
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324 To support the most languages available, the unicode61 tokenizer is
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325 used without porter stemming. Using the ``indexer_language`` setting
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326 to enable stemming for ``english`` is not available in this
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327 implementation. Also ranking information is not used in this
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328 implementation. These are areas for improvement.
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329
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330 PostgreSQL info
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331 ---------------
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332
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333 The PostgreSQL native-fts changes the full text search query a little
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334 bit. When using PostgreSQL full text search, two different query
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335 languages are supported.
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336
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337 1. websearch - described at the end of
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338 `Parsing Queries`_ under websearch_to_tsquery. This is the default.
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339
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340 2. tsquery - described at the beginning of `Parsing Queries`_ with
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341 to_tsquery. It is enabled by starting the search phrase with ``ts:``.
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342
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343 .. _Parsing Queries: \
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344 https://www.postgresql.org/docs/14/textsearch-controls.html#TEXTSEARCH-PARSING-QUERIES
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345
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346 Websearch provides a more natural style of search and supports:
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347
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348 * plain word search (stemmed in most cases)
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349 * phrase search with terms enclosed in quotes (``"``)
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350 * exclusion by prefixing a term/phrase with ``-``
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351 * alternative/or searching with ``or`` between terms
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352 * ignores non-word characters including punctuation
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353
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354 Tsquery supports:
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355
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356 * a strict query syntax
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357 * plain word search
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358 * phrase search with the ``<->`` operator or enclosing the phrase in
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359 ``'`` single quotes (note this will use a stemmer on the terms
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360 in the phrase).
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361 * proximity search with varying distances using ``<N>``
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362 * boolean operations by grouping with parentheses and using ``&``
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363 and ``|``
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364 * exclusion using ``!``
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365 * prefix searching using ``:*`` at the end of the prefix
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366
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367 All of the data that is indexed is in a single column and input
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368 weighing is not used.
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369
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370 Depending on the FTS configuration (determined by the
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371 ``indexer_language`` setting), stopwords are supported. PostgreSQL
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372 takes the stopwords into account when calculating the data needed for
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373 proximity/near searches. Like SQLite FTS, there is no limit to the
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374 length of terms that are indexed. Again this may be helpful or
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375 problematic for your particular tracker.
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376
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377 The config.ini ``indexer_language`` setting is used to define the
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378 configuration used for indexing. For example with the default
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379 ``english`` setting a snowball stemmer (english_stem) is used. So
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380 words like 'drive' and 'driving' and 'drive-in' will all match a
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381 search for 'drive' but will not match 'driver'.
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382
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383 The indexer_language is used as the configuration name for every call
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384 to the text search functions (to_tsvector, to_tsquery). Changing this
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385 requires reindexing.
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386
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387 The `configuration list can be obtained using using psql's`_
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388 ``\dF`` command.
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389
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390 .. _configuration list can be obtained using using psql's: \
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391 https://www.postgresql.org/docs/current/textsearch-psql.html
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392
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393 Roundup includes a hardcoded list for all languages supported by
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394 PostgreSQL 14.1. The list includes 5 custom "languages"
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395 ``custom1`` ... ``custom5`` to allow you to set up your `own textsearch
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396 configuration`_ using one of the custom names. Depending on your
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397 PostgreSQL version, we may allow an invalid language to be configured.
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398 You will see an error about ``text search configuration ... does not
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399 exist``.
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400
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401 .. _own textsearch configuration: \
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402 https://www.postgresql.org/docs/14/textsearch-configuration.html
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403
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404 It may be possible to append to this list using the tracker's
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405 interfaces.py. For details, see ``test/test_indexer.py`` in the
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406 roundup distribution and search for ``valid_langs``. If you succeed
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407 please email roundup-users AT lists.sourceforge.net with a description
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408 of your success.
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409
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410 After changing the configuration language, you must reindex the
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411 tracker since the index must match the configuration language used for
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412 querying.
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413
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414 Also there are various `dictionaries`_ that allow you to:
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415
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416 * add stopwords
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417 * override stemming for a term
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
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parents: 6586
diff changeset
418 * add synonyms (e.g. a search for "pg" can also match 'psql'
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
419 "postgresql")
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
420 * add terms that expand/contract the search space (Thesaurus
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
421 dictionary)
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
422 * additional transforms
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
423
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
424 .. _dictionaries: https://www.postgresql.org/docs/14/textsearch-dictionaries.html
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
425
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
426 Use of these is beyond this documentation. Please visit the
6606
328ad56e438a postgresql database fts - add to CHANGES and add url to admin.
John Rouillard <rouilj@ieee.org>
parents: 6604
diff changeset
427 appropriate PostgreSQL documents. The following my also be helpful:
328ad56e438a postgresql database fts - add to CHANGES and add url to admin.
John Rouillard <rouilj@ieee.org>
parents: 6604
diff changeset
428
328ad56e438a postgresql database fts - add to CHANGES and add url to admin.
John Rouillard <rouilj@ieee.org>
parents: 6604
diff changeset
429 * http://rachbelaid.com/postgres-full-text-search-is-good-enough/
6604
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
430
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
431 Ranking information is not used in this implementation. Also stop
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
432 words set in config.ini are ignored. These are areas for improvement.
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
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parents: 6586
diff changeset
433
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
434 Cleaning up old native indexes
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
435 ------------------------------
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
436
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
437 If you are happy with the database fts indexing, you can save some space by
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
438 removing the data from the native text indexing tables. This requires
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
439 using the ``sqlite3`` or ``psql`` commands to execute SQL to delete the
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
440 rows in the ``__textids`` and ``__words`` tables. You can do this with
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
441 the following SQL commands::
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
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parents: 6586
diff changeset
442
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
443 delete from __words;
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
444 delete from __textids;
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
445
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
446 Note this deletes data from the tables and does *not* delete the
0d99ae7c8de6 Allow Roundup to use PostgreSQL database native full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
447 table.
6458
8f1b91756457 issue2551147 - Enable compression of http responses in roundup.
John Rouillard <rouilj@ieee.org>
parents: 6436
diff changeset
448
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diff changeset
449 Users and Security
a291bf753037 maintenance -> admin guide
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parents:
diff changeset
450 ==================
a291bf753037 maintenance -> admin guide
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diff changeset
451
a291bf753037 maintenance -> admin guide
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diff changeset
452 Roundup holds its own user database which primarily contains a username,
a291bf753037 maintenance -> admin guide
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parents:
diff changeset
453 password and email address for the user. Roundup *must* have its own user
a291bf753037 maintenance -> admin guide
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diff changeset
454 listing, in order to maintain internal consistency of its data. It is a
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
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diff changeset
455 relatively simple exercise to update this listing on a regular basis, or on
4891
ad3d628e73f2 docs: Link custom authentication examples in admin guide
anatoly techtonik <techtonik@gmail.com>
parents: 4890
diff changeset
456 demand, so that it matches an external listing (eg.
ad3d628e73f2 docs: Link custom authentication examples in admin guide
anatoly techtonik <techtonik@gmail.com>
parents: 4890
diff changeset
457 :ref:`unix passwd file<external-authentication>`,
6265
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John Rouillard <rouilj@ieee.org>
parents: 6227
diff changeset
458 `LDAP <https://wiki.roundup-tracker.org/LDAPLogin>`_, etc.)
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diff changeset
459
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diff changeset
460 Roundup identifies users in a number of ways:
a291bf753037 maintenance -> admin guide
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parents:
diff changeset
461
a291bf753037 maintenance -> admin guide
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462 1. Through the web, users may be identified by either HTTP Basic
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
463 Authentication or cookie authentication. If you are running the web
a291bf753037 maintenance -> admin guide
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parents:
diff changeset
464 server (roundup-server) through another HTTP server (eg. apache or IIS)
a291bf753037 maintenance -> admin guide
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parents:
diff changeset
465 then that server may require HTTP Basic Authentication, and it will pass
6436
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parents: 6344
diff changeset
466 the ``REMOTE_USER`` variable (or variable defined using
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parents: 6344
diff changeset
467 http_auth_header) through to Roundup. If this variable is not
2003
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diff changeset
468 present, then Roundup defaults to using its own cookie-based login
a291bf753037 maintenance -> admin guide
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469 mechanism.
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
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diff changeset
470 2. In email messages handled by roundup-mailgw, users are identified by the
a291bf753037 maintenance -> admin guide
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diff changeset
471 From address in the message.
a291bf753037 maintenance -> admin guide
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parents:
diff changeset
472
a291bf753037 maintenance -> admin guide
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diff changeset
473 In both cases, Roundup's behaviour when dealing with unknown users is
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
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diff changeset
474 controlled by Permissions defined in the "SECURITY SETTINGS" section of the
2983
9614a101b68f Stuff from the train ride this morning:
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diff changeset
475 tracker's ``schema.py`` module:
2003
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476
6751
2f7b653b7d6f Replace old Web Registration/Email Registration with modern equiv.
John Rouillard <rouilj@ieee.org>
parents: 6727
diff changeset
477 Web Access and Register
2003
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Richard Jones <richard@users.sourceforge.net>
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diff changeset
478 If granted to the Anonymous Role, then anonymous users will be able to
a291bf753037 maintenance -> admin guide
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parents:
diff changeset
479 register through the web.
6751
2f7b653b7d6f Replace old Web Registration/Email Registration with modern equiv.
John Rouillard <rouilj@ieee.org>
parents: 6727
diff changeset
480 Email Access and Register
2003
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diff changeset
481 If granted to the Anonymous Role, then email messages from unknown users
a291bf753037 maintenance -> admin guide
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diff changeset
482 will result in those users being registered with the tracker.
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
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diff changeset
483
a291bf753037 maintenance -> admin guide
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diff changeset
484 More information about how to customise your tracker's security settings
a291bf753037 maintenance -> admin guide
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parents:
diff changeset
485 may be found in the `customisation documentation`_.
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
486
6436
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diff changeset
487 Configuring Authentication Header/Variable
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
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parents: 6344
diff changeset
488 ------------------------------------------
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
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parents: 6344
diff changeset
489
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
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parents: 6344
diff changeset
490 The front end server running roundup can perform the user
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
491 authentication. It pass the authenticated username to the backend in a
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
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parents: 6344
diff changeset
492 variable. By default roundup looks for the ``REMOTE_USER`` variable
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
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parents: 6344
diff changeset
493 This can be changed by setting the parameter ``http_auth_header`` in the
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
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parents: 6344
diff changeset
494 ``[web]`` section of the tracker's ``config.ini`` file. If the value
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
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parents: 6344
diff changeset
495 is unset (the default) the REMOTE_USER variable is used.
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parents: 6344
diff changeset
496
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
497 If you are running roundup using ``roundup-server`` behind a proxy
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
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parents: 6344
diff changeset
498 that authenticates the user you need to configure ``roundup-server`` to
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
499 pass the proper header to the tracker. By default ``roundup-server``
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
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parents: 6344
diff changeset
500 looks for the ``REMOTE_USER`` header for the authenticated user. You
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
501 can copy an arbitrary header variable to the tracker using the ``-I``
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
502 option to roundup-server (or the equivalent option in the
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
503 roundup-server config file).
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
504
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
505 For example to use the ``uid_variable`` header, two configuration
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
506 changes are needed: First configure ``roundup-server`` to pass the
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
507 header to the tracker using::
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
508
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
509 roundup-server -I uid_variable ....
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
510
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
511 note that the header is passed exactly as supplied by the upstream
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
512 server. It is **not** prefixed with ``HTTP_`` like other headers since
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
513 you are explicitly whitelisting the header. Multiple comma separated
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
514 headers can be passed to the ``-I`` option. These could be used in a
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
515 detector or other tracker extensions, but only one header can be used
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
516 by the tracker as an authentication header.
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
517
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
518 To make the tracker honor the new variable changing the tracker
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
519 ``config.ini`` to read::
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
520
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
521 [web]
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
522 ...
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
523 http_auth_header = uid_variable
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
524
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
525 At the time this is written, support is experimental. If you use it
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
526 you should notify the roundup maintainers using the roundup-users
1f2f7c0b8968 issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents: 6344
diff changeset
527 mailing list.
2572
d15b71b8a85a more logging goodness
Richard Jones <richard@users.sourceforge.net>
parents: 2479
diff changeset
528
2003
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diff changeset
529 Tasks
a291bf753037 maintenance -> admin guide
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parents:
diff changeset
530 =====
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
531
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
532 Maintenance of Roundup can involve one of the following:
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
533
3780
158e31bbf86a recent patch had lines longer than 80 chars - rewrap; trim trailing spaces
Alexander Smishlajev <a1s@users.sourceforge.net>
parents: 3779
diff changeset
534 1. `tracker backup`_
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
535 2. `software upgrade`_
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
536 3. `migrating backends`_
2005
fc52d57c6c3e documentation cleanup
Richard Jones <richard@users.sourceforge.net>
parents: 2003
diff changeset
537 4. `moving a tracker`_
3250
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
538 5. `migrating from other software`_
3341
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
539 6. `adding a user from the command-line`_
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
540
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
541
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
542 Tracker Backup
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
543 --------------
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
544
3959
f764931f2c67 more words about backing up
Richard Jones <richard@users.sourceforge.net>
parents: 3883
diff changeset
545 The roundup-admin import and export commands are **not** recommended for
f764931f2c67 more words about backing up
Richard Jones <richard@users.sourceforge.net>
parents: 3883
diff changeset
546 performing backup.
f764931f2c67 more words about backing up
Richard Jones <richard@users.sourceforge.net>
parents: 3883
diff changeset
547
f764931f2c67 more words about backing up
Richard Jones <richard@users.sourceforge.net>
parents: 3883
diff changeset
548 Optionally stop the web and email frontends and to copy the contents of the
f764931f2c67 more words about backing up
Richard Jones <richard@users.sourceforge.net>
parents: 3883
diff changeset
549 tracker home directory to some other place using standard backup tools.
f764931f2c67 more words about backing up
Richard Jones <richard@users.sourceforge.net>
parents: 3883
diff changeset
550 This means using
f764931f2c67 more words about backing up
Richard Jones <richard@users.sourceforge.net>
parents: 3883
diff changeset
551 *pg_dump* to take a snapshot of your Postgres backend database, for example.
f764931f2c67 more words about backing up
Richard Jones <richard@users.sourceforge.net>
parents: 3883
diff changeset
552 A simple copy of the tracker home (and files storage area if you've configured
f764931f2c67 more words about backing up
Richard Jones <richard@users.sourceforge.net>
parents: 3883
diff changeset
553 it to be elsewhere) will then complete the backup.
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
554
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
555
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
556 Software Upgrade
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
557 ----------------
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
558
6781
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John Rouillard <rouilj@ieee.org>
parents: 6774
diff changeset
559 .. _make a backup: #tracker-backup
b3d4b25b4922 Add links some updates.
John Rouillard <rouilj@ieee.org>
parents: 6774
diff changeset
560
b3d4b25b4922 Add links some updates.
John Rouillard <rouilj@ieee.org>
parents: 6774
diff changeset
561 Always `make a backup`_ of your tracker before upgrading software.
b3d4b25b4922 Add links some updates.
John Rouillard <rouilj@ieee.org>
parents: 6774
diff changeset
562 Steps you may take:
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
563
6297
a635a60ffb84 Remove standalone pytest run_tests.py bundle
John Rouillard <rouilj@ieee.org>
parents: 6265
diff changeset
564 1. Install pytest and ensure that the unit tests run on your system
a635a60ffb84 Remove standalone pytest run_tests.py bundle
John Rouillard <rouilj@ieee.org>
parents: 6265
diff changeset
565 (using your preferred python version)::
2474
591e3cfe622a more detail
Richard Jones <richard@users.sourceforge.net>
parents: 2405
diff changeset
566
6297
a635a60ffb84 Remove standalone pytest run_tests.py bundle
John Rouillard <rouilj@ieee.org>
parents: 6265
diff changeset
567 pip2 install pytest
a635a60ffb84 Remove standalone pytest run_tests.py bundle
John Rouillard <rouilj@ieee.org>
parents: 6265
diff changeset
568 python2 -m pytest test/
a635a60ffb84 Remove standalone pytest run_tests.py bundle
John Rouillard <rouilj@ieee.org>
parents: 6265
diff changeset
569
a635a60ffb84 Remove standalone pytest run_tests.py bundle
John Rouillard <rouilj@ieee.org>
parents: 6265
diff changeset
570
a635a60ffb84 Remove standalone pytest run_tests.py bundle
John Rouillard <rouilj@ieee.org>
parents: 6265
diff changeset
571 pip3 install pytest
a635a60ffb84 Remove standalone pytest run_tests.py bundle
John Rouillard <rouilj@ieee.org>
parents: 6265
diff changeset
572 python3 -m pytest test/
2474
591e3cfe622a more detail
Richard Jones <richard@users.sourceforge.net>
parents: 2405
diff changeset
573
2387
4962f99aaa27 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2203
diff changeset
574 2. If you're using an RDBMS backend, make a backup of its contents now.
2478
3ab2b91cdd2c *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2474
diff changeset
575 3. Make a backup of the tracker home itself.
3ab2b91cdd2c *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2474
diff changeset
576 4. Stop the tracker web and email frontends.
4014
b80224c1f4e3 fix poor docs
Richard Jones <richard@users.sourceforge.net>
parents: 3963
diff changeset
577 5. Install the new version of the software::
b80224c1f4e3 fix poor docs
Richard Jones <richard@users.sourceforge.net>
parents: 3963
diff changeset
578
b80224c1f4e3 fix poor docs
Richard Jones <richard@users.sourceforge.net>
parents: 3963
diff changeset
579 python setup.py install
b80224c1f4e3 fix poor docs
Richard Jones <richard@users.sourceforge.net>
parents: 3963
diff changeset
580
6781
b3d4b25b4922 Add links some updates.
John Rouillard <rouilj@ieee.org>
parents: 6774
diff changeset
581 6. Follow the steps in the `upgrading documentation`_ for all the
b3d4b25b4922 Add links some updates.
John Rouillard <rouilj@ieee.org>
parents: 6774
diff changeset
582 version between your original version and th new version.
3963
3230f9c88086 Fix race condition for key properties in rdbms backends [SF#1876683]
Richard Jones <richard@users.sourceforge.net>
parents: 3959
diff changeset
583
6781
b3d4b25b4922 Add links some updates.
John Rouillard <rouilj@ieee.org>
parents: 6774
diff changeset
584 Usually you should run `roundup_admin -i <tracker_home> migrate`
b3d4b25b4922 Add links some updates.
John Rouillard <rouilj@ieee.org>
parents: 6774
diff changeset
585 on your tracker(s) before you allow users to start accessing the tracker.
3963
3230f9c88086 Fix race condition for key properties in rdbms backends [SF#1876683]
Richard Jones <richard@users.sourceforge.net>
parents: 3959
diff changeset
586
3230f9c88086 Fix race condition for key properties in rdbms backends [SF#1876683]
Richard Jones <richard@users.sourceforge.net>
parents: 3959
diff changeset
587 It's safe to run this even if it's not required, so just get into the
3230f9c88086 Fix race condition for key properties in rdbms backends [SF#1876683]
Richard Jones <richard@users.sourceforge.net>
parents: 3959
diff changeset
588 habit.
4014
b80224c1f4e3 fix poor docs
Richard Jones <richard@users.sourceforge.net>
parents: 3963
diff changeset
589 7. Restart your tracker web and email frontends.
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
590
2474
591e3cfe622a more detail
Richard Jones <richard@users.sourceforge.net>
parents: 2405
diff changeset
591 If something bad happens, you may reinstate your backup of the tracker and
591e3cfe622a more detail
Richard Jones <richard@users.sourceforge.net>
parents: 2405
diff changeset
592 reinstall the older version of the sofware using the same install command::
591e3cfe622a more detail
Richard Jones <richard@users.sourceforge.net>
parents: 2405
diff changeset
593
591e3cfe622a more detail
Richard Jones <richard@users.sourceforge.net>
parents: 2405
diff changeset
594 python setup.py install
591e3cfe622a more detail
Richard Jones <richard@users.sourceforge.net>
parents: 2405
diff changeset
595
6163
c2fd254c9257 Doc updates/indexing.
John Rouillard <rouilj@ieee.org>
parents: 5902
diff changeset
596 .. index:: database; convert from one database backend to another
6173
82f58ae89142 Add new section onroundup-admin. Ad indexing.
John Rouillard <rouilj@ieee.org>
parents: 6163
diff changeset
597 single: roundup-admin; import and export
6163
c2fd254c9257 Doc updates/indexing.
John Rouillard <rouilj@ieee.org>
parents: 5902
diff changeset
598
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
599 Migrating Backends
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
600 ------------------
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
601
3781
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
602 1. Stop the existing tracker web and email frontends (preventing changes).
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
603 2. Use the roundup-admin tool "export" command to export the contents of
5902
4f74b97dddcd Doc how to export on windows.
John Rouillard <rouilj@ieee.org>
parents: 5300
diff changeset
604 your tracker to disk. (If you are running on windows see
4f74b97dddcd Doc how to export on windows.
John Rouillard <rouilj@ieee.org>
parents: 5300
diff changeset
605 `issue1441336 <https://issues.roundup-tracker.org/issue1441336>`_
4f74b97dddcd Doc how to export on windows.
John Rouillard <rouilj@ieee.org>
parents: 5300
diff changeset
606 on how to use the command line rather than interactive mode to
6227
5105df69145d Fix typo in admin doc exprt -> export.
John Rouillard <rouilj@ieee.org>
parents: 6176
diff changeset
607 export data.)
3781
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
608 3. Copy the tracker home to a new directory.
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
609 4. Delete the "db" directory from the new directory.
5300
d8ed32b297e2 Update to migrating backend and tweak to install doc.
John Rouillard <rouilj@ieee.org>
parents: 5140
diff changeset
610 5. Set the value of the ``backend`` key under the ``[database]``
d8ed32b297e2 Update to migrating backend and tweak to install doc.
John Rouillard <rouilj@ieee.org>
parents: 5140
diff changeset
611 section of the tracker's ``config.ini`` file.
3781
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
612 6. Use the roundup-admin "import" command to import the previous export with
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
613 the new tracker home. If non-interactively::
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
614
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
615 roundup-admin -i <tracker home> import <tracker export dir>
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
616
4567
32b24abfe98e Documentation polishing.
Eric S. Raymond <esr@thyrsus.com>
parents: 4489
diff changeset
617 If interactively, enter 'commit' before exiting.
3781
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
618 7. Test each of the admin tool, web interface and mail gateway using the new
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
619 backend.
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
620 8. Move the old tracker home out of the way (rename to "tracker.old") and
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
621 move the new tracker home into its place.
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
622 9. Restart web and email frontends.
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
623
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
624
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
625 Moving a Tracker
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
626 ----------------
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
627
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
628 If you're moving the tracker to a similar machine, you should:
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
629
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
630 1. install Roundup on the new machine and test that it works there,
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
631 2. stop the existing tracker web and email frontends (preventing changes),
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
632 3. copy the tracker home directory over to the new machine, and
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
633 4. start the tracker web and email frontends on the new machine.
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
634
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
635 Most of the backends are actually portable across platforms (ie. from Unix to
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
636 Windows to Mac). If this isn't the case (ie. the tracker doesn't work when
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
637 moved using the above steps) then you'll need to:
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
638
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
639 1. install Roundup on the new machine and test that it works there,
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
640 2. stop the existing tracker web and email frontends (preventing changes),
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
641 3. use the roundup-admin tool "export" command to export the contents of
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
642 the existing tracker,
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
643 4. copy the export to the new machine,
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
644 5. use the roundup-admin "import" command to import the tracker on the new
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
645 machine, and
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
646 6. start the tracker web and email frontends on the new machine.
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
647
6163
c2fd254c9257 Doc updates/indexing.
John Rouillard <rouilj@ieee.org>
parents: 5902
diff changeset
648 .. index::
c2fd254c9257 Doc updates/indexing.
John Rouillard <rouilj@ieee.org>
parents: 5902
diff changeset
649 pair: roundup; migrate from other bugtracker software
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
650
3250
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
651 Migrating From Other Software
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
652 -----------------------------
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
653
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
654 You have a couple of choices. You can either use a CSV import into Roundup,
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
655 or you can write a simple Python script which uses the Roundup API
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
656 directly. The latter is almost always simpler -- see the "scripts"
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
657 directory in the Roundup source for some example uses of the API.
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
658
3780
158e31bbf86a recent patch had lines longer than 80 chars - rewrap; trim trailing spaces
Alexander Smishlajev <a1s@users.sourceforge.net>
parents: 3779
diff changeset
659 "roundup-admin import" will import data into your tracker from a
3250
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
660 directory containing files with the following format:
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
661
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
662 - one colon-separated-values file per Class with columns for each property,
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
663 named <classname>.csv
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
664 - one colon-separated-values file per Class with journal information,
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
665 named <classname>-journals.csv (this is required, even if it's empty)
3780
158e31bbf86a recent patch had lines longer than 80 chars - rewrap; trim trailing spaces
Alexander Smishlajev <a1s@users.sourceforge.net>
parents: 3779
diff changeset
666 - if the Class is a FileClass, you may have the "content" property
3250
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
667 stored in separate files from the csv files. This goes in a directory
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
668 structure::
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
669
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
670 <classname>-files/<N>/<designator>
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
671
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
672 where ``<designator>`` is the item's ``<classname><id>`` combination.
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
673 The ``<N>`` value is ``int(<id> / 1000)``.
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
674
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
675
6163
c2fd254c9257 Doc updates/indexing.
John Rouillard <rouilj@ieee.org>
parents: 5902
diff changeset
676 .. index:: pair: roundup-admin; managing users
c2fd254c9257 Doc updates/indexing.
John Rouillard <rouilj@ieee.org>
parents: 5902
diff changeset
677
3341
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
678 Adding A User From The Command-Line
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
679 -----------------------------------
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
680
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
681 The ``roundup-admin`` program can create any data you wish to in the
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
682 database. To create a new user, use::
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
683
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
684 roundup-admin create user
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
685
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
686 To figure out what good values might be for some of the fields (eg. Roles)
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
687 you can just display another user::
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
688
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
689 roundup-admin list user
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
690
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
691 (or if you know their username, and it happens to be "richard")::
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
692
6176
d25638d1826c Add roundup-admin filter command; fix bad doc example; add tests
John Rouillard <rouilj@ieee.org>
parents: 6175
diff changeset
693 roundup-admin filter user username=richard
3341
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
694
6176
d25638d1826c Add roundup-admin filter command; fix bad doc example; add tests
John Rouillard <rouilj@ieee.org>
parents: 6175
diff changeset
695 then using the user id (e.g. 5) you get from one of the above
d25638d1826c Add roundup-admin filter command; fix bad doc example; add tests
John Rouillard <rouilj@ieee.org>
parents: 6175
diff changeset
696 commands, you may display the user's details::
3341
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
697
6176
d25638d1826c Add roundup-admin filter command; fix bad doc example; add tests
John Rouillard <rouilj@ieee.org>
parents: 6175
diff changeset
698 roundup-admin display <designator>
3341
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
699
6176
d25638d1826c Add roundup-admin filter command; fix bad doc example; add tests
John Rouillard <rouilj@ieee.org>
parents: 6175
diff changeset
700 where designator is ``user5``.
3341
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
701
2177
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
702 Running the Servers
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
703 ===================
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
704
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
705 Unix
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
706 ----
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
707
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
708 On Unix systems, use the scripts/server-ctl script to control the
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
709 roundup-server server. Copy it somewhere and edit the variables at the top
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
710 to reflect your specific installation.
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
711
6344
c63df349f319 issue2551117 - add example systemd config
John Rouillard <rouilj@ieee.org>
parents: 6297
diff changeset
712 If you use systemd look at scripts/systemd.gunicorn. It is configured
c63df349f319 issue2551117 - add example systemd config
John Rouillard <rouilj@ieee.org>
parents: 6297
diff changeset
713 for a wsgi deployment using gunicorn, but may be a good starting
c63df349f319 issue2551117 - add example systemd config
John Rouillard <rouilj@ieee.org>
parents: 6297
diff changeset
714 point for your setup.
2177
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
715
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
716 Windows
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
717 -------
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
718
3780
158e31bbf86a recent patch had lines longer than 80 chars - rewrap; trim trailing spaces
Alexander Smishlajev <a1s@users.sourceforge.net>
parents: 3779
diff changeset
719 On Windows, the roundup-server program runs as a Windows Service, and
5140
7ea6bbf4286c update docs for windows installer: 32 bit version of python, must run nstaller as administrator, ned pywin32 to run as service. Encourage installation of pytz.
John Rouillard <rouilj@ieee.org>
parents: 5102
diff changeset
720 therefore may be controlled through the Services control panel. Note
7ea6bbf4286c update docs for windows installer: 32 bit version of python, must run nstaller as administrator, ned pywin32 to run as service. Encourage installation of pytz.
John Rouillard <rouilj@ieee.org>
parents: 5102
diff changeset
721 that you **must** install the pywin32 package to allow roundup to
7ea6bbf4286c update docs for windows installer: 32 bit version of python, must run nstaller as administrator, ned pywin32 to run as service. Encourage installation of pytz.
John Rouillard <rouilj@ieee.org>
parents: 5102
diff changeset
722 run as a service. The roundup-server program may also control the
7ea6bbf4286c update docs for windows installer: 32 bit version of python, must run nstaller as administrator, ned pywin32 to run as service. Encourage installation of pytz.
John Rouillard <rouilj@ieee.org>
parents: 5102
diff changeset
723 service directly:
2177
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
724
2405
1736886eefb3 more windows info
Richard Jones <richard@users.sourceforge.net>
parents: 2387
diff changeset
725 **install the service**
3779
ee73abcc95d2 Sorry, another mega-patch:
Richard Jones <richard@users.sourceforge.net>
parents: 3465
diff changeset
726 ``roundup-server -C /path/to/my/roundup-server.ini -c install``
2405
1736886eefb3 more windows info
Richard Jones <richard@users.sourceforge.net>
parents: 2387
diff changeset
727 **start the service**
1736886eefb3 more windows info
Richard Jones <richard@users.sourceforge.net>
parents: 2387
diff changeset
728 ``roundup-server -c start``
1736886eefb3 more windows info
Richard Jones <richard@users.sourceforge.net>
parents: 2387
diff changeset
729 **stop the service**
1736886eefb3 more windows info
Richard Jones <richard@users.sourceforge.net>
parents: 2387
diff changeset
730 ``roundup-server -c stop``
2177
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
731
2405
1736886eefb3 more windows info
Richard Jones <richard@users.sourceforge.net>
parents: 2387
diff changeset
732 To bring up the services panel:
2177
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
733
2405
1736886eefb3 more windows info
Richard Jones <richard@users.sourceforge.net>
parents: 2387
diff changeset
734 Windows 2000 and later
1736886eefb3 more windows info
Richard Jones <richard@users.sourceforge.net>
parents: 2387
diff changeset
735 Start/Control Panel/Administrative Tools/Services
1736886eefb3 more windows info
Richard Jones <richard@users.sourceforge.net>
parents: 2387
diff changeset
736 Windows NT4
1736886eefb3 more windows info
Richard Jones <richard@users.sourceforge.net>
parents: 2387
diff changeset
737 Start/Control Panel/Services
2177
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
738
3780
158e31bbf86a recent patch had lines longer than 80 chars - rewrap; trim trailing spaces
Alexander Smishlajev <a1s@users.sourceforge.net>
parents: 3779
diff changeset
739 You will need a server configuration file (as described in
158e31bbf86a recent patch had lines longer than 80 chars - rewrap; trim trailing spaces
Alexander Smishlajev <a1s@users.sourceforge.net>
parents: 3779
diff changeset
740 `Configuring roundup-server`_) for specifying tracker homes
158e31bbf86a recent patch had lines longer than 80 chars - rewrap; trim trailing spaces
Alexander Smishlajev <a1s@users.sourceforge.net>
parents: 3779
diff changeset
741 and other roundup-server configuration. Specify the name of
158e31bbf86a recent patch had lines longer than 80 chars - rewrap; trim trailing spaces
Alexander Smishlajev <a1s@users.sourceforge.net>
parents: 3779
diff changeset
742 this file using the ``-C`` switch when installing the service.
3779
ee73abcc95d2 Sorry, another mega-patch:
Richard Jones <richard@users.sourceforge.net>
parents: 3465
diff changeset
743
2203
4a157c198585 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2177
diff changeset
744 Running the Mail Gateway Script
4a157c198585 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2177
diff changeset
745 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
4a157c198585 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2177
diff changeset
746
4a157c198585 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2177
diff changeset
747 The mail gateway script should be scheduled to run regularly on your
4a157c198585 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2177
diff changeset
748 Windows server. Normally this will result in a window popping up. The
4a157c198585 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2177
diff changeset
749 solution to this is to:
4a157c198585 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2177
diff changeset
750
4a157c198585 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2177
diff changeset
751 1. Create a new local account on the Roundup server
4a157c198585 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2177
diff changeset
752 2. Set the scheduled task to run in the context of this user instead
4a157c198585 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2177
diff changeset
753 of your normal login
4a157c198585 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2177
diff changeset
754
6173
82f58ae89142 Add new section onroundup-admin. Ad indexing.
John Rouillard <rouilj@ieee.org>
parents: 6163
diff changeset
755 .. index:: ! roundup-admin
82f58ae89142 Add new section onroundup-admin. Ad indexing.
John Rouillard <rouilj@ieee.org>
parents: 6163
diff changeset
756 single: roundup-admin; man page reference
82f58ae89142 Add new section onroundup-admin. Ad indexing.
John Rouillard <rouilj@ieee.org>
parents: 6163
diff changeset
757
82f58ae89142 Add new section onroundup-admin. Ad indexing.
John Rouillard <rouilj@ieee.org>
parents: 6163
diff changeset
758 Using roundup-admin
82f58ae89142 Add new section onroundup-admin. Ad indexing.
John Rouillard <rouilj@ieee.org>
parents: 6163
diff changeset
759 ===================
82f58ae89142 Add new section onroundup-admin. Ad indexing.
John Rouillard <rouilj@ieee.org>
parents: 6163
diff changeset
760
82f58ae89142 Add new section onroundup-admin. Ad indexing.
John Rouillard <rouilj@ieee.org>
parents: 6163
diff changeset
761 Part of the installation includes a man page for roundup-admin. Ypu
6175
72a69753f49a fix typos.
John Rouillard <rouilj@ieee.org>
parents: 6173
diff changeset
762 should be able to read it using ``man roundup-admin``. As shown above,
6173
82f58ae89142 Add new section onroundup-admin. Ad indexing.
John Rouillard <rouilj@ieee.org>
parents: 6163
diff changeset
763 it is a generic tool for manipulating the underlying database for you
82f58ae89142 Add new section onroundup-admin. Ad indexing.
John Rouillard <rouilj@ieee.org>
parents: 6163
diff changeset
764 tracker.
82f58ae89142 Add new section onroundup-admin. Ad indexing.
John Rouillard <rouilj@ieee.org>
parents: 6163
diff changeset
765
82f58ae89142 Add new section onroundup-admin. Ad indexing.
John Rouillard <rouilj@ieee.org>
parents: 6163
diff changeset
766 Examples above show how to use it to:
82f58ae89142 Add new section onroundup-admin. Ad indexing.
John Rouillard <rouilj@ieee.org>
parents: 6163
diff changeset
767
82f58ae89142 Add new section onroundup-admin. Ad indexing.
John Rouillard <rouilj@ieee.org>
parents: 6163
diff changeset
768 * install and initialize a new tracker
82f58ae89142 Add new section onroundup-admin. Ad indexing.
John Rouillard <rouilj@ieee.org>
parents: 6163
diff changeset
769 * export/import tracker data for migrating between backends
82f58ae89142 Add new section onroundup-admin. Ad indexing.
John Rouillard <rouilj@ieee.org>
parents: 6163
diff changeset
770 * creating a new user fom the command line
82f58ae89142 Add new section onroundup-admin. Ad indexing.
John Rouillard <rouilj@ieee.org>
parents: 6163
diff changeset
771 * list/find users in the tracker
82f58ae89142 Add new section onroundup-admin. Ad indexing.
John Rouillard <rouilj@ieee.org>
parents: 6163
diff changeset
772
6175
72a69753f49a fix typos.
John Rouillard <rouilj@ieee.org>
parents: 6173
diff changeset
773 A brief (incomplete) summary is::
6173
82f58ae89142 Add new section onroundup-admin. Ad indexing.
John Rouillard <rouilj@ieee.org>
parents: 6163
diff changeset
774
82f58ae89142 Add new section onroundup-admin. Ad indexing.
John Rouillard <rouilj@ieee.org>
parents: 6163
diff changeset
775 roundup-admin help
82f58ae89142 Add new section onroundup-admin. Ad indexing.
John Rouillard <rouilj@ieee.org>
parents: 6163
diff changeset
776 roundup-admin -i <tracker_dir> get [-list] designator[, designator,...] propname
82f58ae89142 Add new section onroundup-admin. Ad indexing.
John Rouillard <rouilj@ieee.org>
parents: 6163
diff changeset
777 roundup-admin -i <tracker_dir> set designator[, designator,...] propname=value ...
82f58ae89142 Add new section onroundup-admin. Ad indexing.
John Rouillard <rouilj@ieee.org>
parents: 6163
diff changeset
778 roundup-admin -i <tracker_dir> find [-list] classname propname=value ...
82f58ae89142 Add new section onroundup-admin. Ad indexing.
John Rouillard <rouilj@ieee.org>
parents: 6163
diff changeset
779
6175
72a69753f49a fix typos.
John Rouillard <rouilj@ieee.org>
parents: 6173
diff changeset
780 Run ``roundup-admin help commands`` for a complete list of subcommands.
2177
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
781
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
782 .. _`customisation documentation`: customizing.html
2387
4962f99aaa27 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2203
diff changeset
783 .. _`upgrading documentation`: upgrading.html
6458
8f1b91756457 issue2551147 - Enable compression of http responses in roundup.
John Rouillard <rouilj@ieee.org>
parents: 6436
diff changeset
784 .. _`installation documentation`: installation.html
Roundup Issue Tracker: http://roundup-tracker.org/