Mercurial > p > roundup > code
annotate doc/upgrading.txt @ 1308:bd71c43f0911
fixed upgrading doc to have CGI changes in the correct order
| author | Richard Jones <richard@users.sourceforge.net> |
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| date | Fri, 08 Nov 2002 00:40:30 +0000 |
| parents | 7733d5b96ef6 |
| children | f41360211819 |
| rev | line source |
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1 ====================================== |
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2 Upgrading to newer versions of Roundup |
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3 ====================================== |
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4 |
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5 Please read each section carefully and edit your tracker home files |
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6 accordingly. |
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7 |
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8 .. contents:: |
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9 |
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10 Migrating from 0.4.x to 0.5.0 |
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11 ============================= |
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12 |
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13 This has been a fairly major revision of Roundup: |
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14 |
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15 1. Brand new, much more powerful, flexible, tasty and nutritious templating. |
| 1091 | 16 Unfortunately, this means all your current templates are useless. Hopefully |
| 17 the new documentation and examples will be enough to help you make the | |
| 18 transition. Please don't hesitate to ask on roundup-users for help (or | |
| 19 complete conversions if you're completely stuck)! | |
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20 2. The database backed got a lot more flexible, allowing Metakit and SQL |
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21 databases! The only decent SQL database implemented at present is sqlite, |
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22 but others shouldn't be a whole lot more work. |
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23 3. A brand new, highly flexible and much more robust security system including |
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24 a system of Permissions, Roles and Role assignments to users. You may now |
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25 define your own Permissions that may be checked in CGI transactions. |
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26 4. Journalling has been made less storage-hungry, so has been turned on |
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27 by default *except* for author, recipient and nosy link/unlink events. You |
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28 are advised to turn it off in your trackers too. |
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29 5. We've changed the terminology from "instance" to "tracker", to ease the |
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30 learning curve/impact for new users. |
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31 6. Because of the above changes, the tracker configuration has seen some |
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32 major changes. See below for the details. |
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33 |
| 1091 | 34 Please, **back up your database** before you start the migration process. This |
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35 is as simple as copying the "db" directory and all its contents from your |
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36 tracker to somewhere safe. |
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37 |
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38 |
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39 0.5.0 Configuration |
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40 ------------------- |
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41 |
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42 First up, rename your ``instance_config.py`` file to just ``config.py``. |
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43 |
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44 Then edit your tracker's ``__init__.py`` module. It'll currently look |
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45 like this:: |
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46 |
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47 from instance_config import * |
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48 try: |
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49 from dbinit import * |
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50 except ImportError: |
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51 pass # in installdir (probably :) |
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52 from interfaces import * |
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53 |
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54 and it needs to be:: |
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55 |
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56 import config |
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57 from dbinit import open, init |
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58 from interfaces import Client, MailGW |
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59 |
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60 Due to the new templating having a top-level ``page`` that defines links for |
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61 searching, indexes, adding items etc, the following variables are no longer |
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62 used: |
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63 |
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64 - HEADER_INDEX_LINKS |
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65 - HEADER_ADD_LINKS |
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66 - HEADER_SEARCH_LINKS |
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67 - SEARCH_FILTERS |
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68 - DEFAULT_INDEX |
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69 - UNASSIGNED_INDEX |
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70 - USER_INDEX |
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71 - ISSUE_FILTER |
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72 |
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73 The new security implementation will require additions to the dbinit module, |
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74 but also removes the need for the following tracker config variables: |
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75 |
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76 - ANONYMOUS_ACCESS |
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77 - ANONYMOUS_REGISTER |
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78 |
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79 but requires two new variables which define the Roles assigned to users who |
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80 register through the web and e-mail interfaces: |
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81 |
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82 - NEW_WEB_USER_ROLES |
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83 - NEW_EMAIL_USER_ROLES |
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84 |
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85 in both cases, 'User' is a good initial setting. To emulate |
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86 ``ANONYMOUS_ACCESS='deny'``, remove all "View" Permissions from the |
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87 "Anonymous" Role. To emulate ``ANONYMOUS_REGISTER='deny'``, remove the "Web |
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88 Registration" and/or the "Email Registration" Permission from the "Anonymous" |
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89 Role. See the section on customising security in the `customisation |
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90 documentation`_ for more information. |
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91 |
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92 Finally, the following config variables have been renamed to make more sense: |
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93 |
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94 - INSTANCE_HOME -> TRACKER_HOME |
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95 - INSTANCE_NAME -> TRACKER_NAME |
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96 - ISSUE_TRACKER_WEB -> TRACKER_WEB |
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97 - ISSUE_TRACKER_EMAIL -> TRACKER_EMAIL |
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98 |
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99 |
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100 0.5.0 Schema Specification |
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101 -------------------------- |
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102 |
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103 0.5.0 Database backend changes |
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104 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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105 |
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106 Your select_db module in your tracker has changed a fair bit. Where it used |
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107 to contain:: |
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108 |
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109 # WARNING: DO NOT EDIT THIS FILE!!! |
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110 from roundup.backends.back_anydbm import Database |
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111 |
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112 it must now contain:: |
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113 |
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114 # WARNING: DO NOT EDIT THIS FILE!!! |
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115 from roundup.backends.back_anydbm import Database, Class, FileClass, IssueClass |
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116 |
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117 Yes, I realise the irony of the "DO NOT EDIT THIS FILE" statement :) |
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118 Note the addition of the Class, FileClass, IssueClass imports. These are very |
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119 important, as they're going to make the next change work too. You now need to |
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120 modify the top of the dbinit module in your tracker from:: |
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121 |
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122 import instance_config |
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123 from roundup import roundupdb |
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124 from select_db import Database |
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125 |
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126 from roundup.roundupdb import Class, FileClass |
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127 |
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128 class Database(roundupdb.Database, select_db.Database): |
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129 ''' Creates a hybrid database from: |
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130 . the selected database back-end from select_db |
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131 . the roundup extensions from roundupdb |
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132 ''' |
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133 pass |
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134 |
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135 class IssueClass(roundupdb.IssueClass): |
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136 ''' issues need the email information |
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137 ''' |
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138 pass |
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139 |
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140 to:: |
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141 |
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142 import config |
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143 from select_db import Database, Class, FileClass, IssueClass |
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144 |
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145 Yes, remove the Database and IssueClass definitions and those other imports. |
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146 They're not needed any more! |
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147 |
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148 Look for places in dbinit.py where ``instance_config`` is used too, and |
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149 rename them ``config``. |
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150 |
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151 |
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152 0.5.0 Journalling changes |
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153 ~~~~~~~~~~~~~~~~~~~~~~~~~ |
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154 |
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155 Journalling has been optimised for storage. Journalling of links has been |
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156 turned back on by default. If your tracker has a large user base, you may wish |
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157 to turn off journalling of nosy list, message author and message recipient |
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158 link and unlink events. You do this by adding ``do_journal='no'`` to the Class |
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159 initialisation in your dbinit. For example, your *msg* class initialisation |
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160 probably looks like this:: |
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161 |
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162 msg = FileClass(db, "msg", |
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163 author=Link("user"), recipients=Multilink("user"), |
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164 date=Date(), summary=String(), |
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165 files=Multilink("file"), |
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166 messageid=String(), inreplyto=String()) |
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167 |
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168 to turn off journalling of author and recipient link events, add |
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169 ``do_journal='no'`` to the ``author=Link("user")`` part of the statement, |
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170 like so:: |
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171 |
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172 msg = FileClass(db, "msg", |
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173 author=Link("user", do_journal='no'), |
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174 recipients=Multilink("user", do_journal='no'), |
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175 date=Date(), summary=String(), |
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176 files=Multilink("file"), |
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177 messageid=String(), inreplyto=String()) |
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178 |
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179 Nosy list link event journalling is actually turned off by default now. If you |
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180 want to turn it on, change to your issue class' nosy list, change its |
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181 definition from:: |
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182 |
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183 issue = IssueClass(db, "issue", |
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184 assignedto=Link("user"), topic=Multilink("keyword"), |
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185 priority=Link("priority"), status=Link("status")) |
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186 |
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187 to:: |
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188 |
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189 issue = IssueClass(db, "issue", nosy=Multilink("user", do_journal='yes'), |
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190 assignedto=Link("user"), topic=Multilink("keyword"), |
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191 priority=Link("priority"), status=Link("status")) |
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192 |
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193 noting that your definition of the nosy Multilink will override the normal one. |
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194 |
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195 |
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196 0.5.0 User schema changes |
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197 ~~~~~~~~~~~~~~~~~~~~~~~~~ |
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198 |
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199 Users have two more properties, "queries" and "roles". You'll have something |
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200 like this in your dbinit module now:: |
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201 |
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202 user = Class(db, "user", |
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203 username=String(), password=Password(), |
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204 address=String(), realname=String(), |
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205 phone=String(), organisation=String(), |
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206 alternate_addresses=String()) |
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207 user.setkey("username") |
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208 |
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209 and you'll need to add the new properties and the new "query" class to it |
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210 like so:: |
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211 |
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212 query = Class(db, "query", |
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213 klass=String(), name=String(), |
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214 url=String()) |
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215 query.setkey("name") |
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216 |
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217 # Note: roles is a comma-separated string of Role names |
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218 user = Class(db, "user", |
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219 username=String(), password=Password(), |
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220 address=String(), realname=String(), |
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221 phone=String(), organisation=String(), |
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222 alternate_addresses=String(), |
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223 queries=Multilink('query'), roles=String()) |
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224 user.setkey("username") |
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225 |
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226 The "queries" property is used to store off the user's favourite database |
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227 queries. The "roles" property is explained below in `0.5.0 Security |
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228 Settings`_. |
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229 |
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230 |
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231 0.5.0 Security Settings |
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232 ~~~~~~~~~~~~~~~~~~~~~~~ |
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233 |
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234 See the `security documentation`_ for an explanation of how the new security |
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235 system works. In a nutshell though, the security is handled as a four step |
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236 process: |
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237 |
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238 1. Permissions are defined as having a name and optionally a hyperdb class |
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239 they're specific to, |
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240 2. Roles are defined that have one or more Permissions, |
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241 3. Users are assigned Roles in their "roles" property, and finally |
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242 4. Roundup checks that users have appropriate Permissions at appropriate times |
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243 (like editing issues). |
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244 |
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245 Your tracker dbinit module's *open* function now has to define any |
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246 Permissions that are specific to your tracker, and also the assignment |
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247 of Permissions to Roles. At the moment, your open function |
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248 ends with:: |
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249 |
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250 import detectors |
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251 detectors.init(db) |
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252 |
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253 return db |
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254 |
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255 and what we need to do is insert some commands that will set up the security |
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256 parameters. Right above the ``import detectors`` line, you'll want to insert |
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257 these lines:: |
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258 |
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259 # |
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260 # SECURITY SETTINGS |
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261 # |
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262 # new permissions for this schema |
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263 for cl in 'issue', 'file', 'msg', 'user': |
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264 db.security.addPermission(name="Edit", klass=cl, |
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265 description="User is allowed to edit "+cl) |
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266 db.security.addPermission(name="View", klass=cl, |
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267 description="User is allowed to access "+cl) |
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268 |
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269 # Assign the access and edit permissions for issue, file and message |
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270 # to regular users now |
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271 for cl in 'issue', 'file', 'msg': |
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272 p = db.security.getPermission('View', cl) |
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273 db.security.addPermissionToRole('User', p) |
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274 p = db.security.getPermission('Edit', cl) |
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275 db.security.addPermissionToRole('User', p) |
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276 # and give the regular users access to the web and email interface |
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277 p = db.security.getPermission('Web Access') |
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278 db.security.addPermissionToRole('User', p) |
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279 p = db.security.getPermission('Email Access') |
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280 db.security.addPermissionToRole('User', p) |
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281 |
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282 # May users view other user information? Comment these lines out |
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283 # if you don't want them to |
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284 p = db.security.getPermission('View', 'user') |
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285 db.security.addPermissionToRole('User', p) |
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286 |
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287 # Assign the appropriate permissions to the anonymous user's Anonymous |
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288 # Role. Choices here are: |
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289 # - Allow anonymous users to register through the web |
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290 p = db.security.getPermission('Web Registration') |
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291 db.security.addPermissionToRole('Anonymous', p) |
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292 # - Allow anonymous (new) users to register through the email gateway |
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293 p = db.security.getPermission('Email Registration') |
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294 db.security.addPermissionToRole('Anonymous', p) |
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295 # - Allow anonymous users access to the "issue" class of data |
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296 # Note: this also grants access to related information like files, |
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297 # messages, statuses etc that are linked to issues |
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298 #p = db.security.getPermission('View', 'issue') |
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299 #db.security.addPermissionToRole('Anonymous', p) |
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300 # - Allow anonymous users access to edit the "issue" class of data |
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301 # Note: this also grants access to create related information like |
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302 # files and messages etc that are linked to issues |
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303 #p = db.security.getPermission('Edit', 'issue') |
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304 #db.security.addPermissionToRole('Anonymous', p) |
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305 |
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306 # oh, g'wan, let anonymous access the web interface too |
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307 p = db.security.getPermission('Web Access') |
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308 db.security.addPermissionToRole('Anonymous', p) |
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309 |
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310 Note in the comments there the places where you might change the permissions |
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311 to restrict users or grant users more access. If you've created additional |
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312 classes that users should be able to edit and view, then you should add them |
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313 to the "new permissions for this schema" section at the start of the security |
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314 block. Then add them to the "Assign the access and edit permissions" section |
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315 too, so people actually have the new Permission you've created. |
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316 |
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317 One final change is needed that finishes off the security system's |
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318 initialisation. We need to add a call to ``db.post_init()`` at the end of the |
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319 dbinit open() function. Add it like this:: |
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320 |
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321 import detectors |
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322 detectors.init(db) |
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323 |
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324 # schema is set up - run any post-initialisation |
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325 db.post_init() |
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326 return db |
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327 |
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328 You may verify the setup of Permissions and Roles using the new |
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329 "``roundup-admin security``" command. |
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330 |
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331 |
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332 0.5.0 User changes |
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333 ~~~~~~~~~~~~~~~~~~ |
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334 |
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335 To support all those schema changes, you'll need to massage your user database |
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336 a little too, to: |
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337 |
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338 1. make sure there's an "anonymous" user - this user is mandatory now and is |
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339 the one that unknown users are logged in as. |
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340 2. make sure all users have at least one Role. |
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341 |
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342 If you don't have the "anonymous" user, create it now with the command:: |
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343 |
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344 roundup-admin create user username=anonymous roles=Anonymous |
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345 |
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346 making sure the capitalisation is the same as above. Once you've done that, |
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347 you'll need to set the roles property on all users to a reasonable default. |
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348 The admin user should get "Admin", the anonymous user "Anonymous" |
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349 and all other users "User". The ``fixroles.py`` script in the tools directory |
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350 will do this. Run it like so (where python is your python 2+ binary):: |
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351 |
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353 |
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354 |
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355 |
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356 0.5.0 CGI interface changes |
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357 --------------------------- |
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358 |
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359 The CGI interface code was completely reorganised and largely rewritten. The |
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360 end result is that this section of your tracker interfaces module will need |
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361 changing from:: |
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362 |
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363 from roundup import cgi_client, mailgw |
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364 from roundup.i18n import _ |
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365 |
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366 class Client(cgi_client.Client): |
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367 ''' derives basic CGI implementation from the standard module, |
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368 with any specific extensions |
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369 ''' |
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370 pass |
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371 |
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372 to:: |
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373 |
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374 from roundup import mailgw |
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375 from roundup.cgi import client |
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376 |
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377 class Client(client.Client): |
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378 ''' derives basic CGI implementation from the standard module, |
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379 with any specific extensions |
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380 ''' |
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381 pass |
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382 |
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383 You will also need to install the new version of roundup.cgi from the source |
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384 cgi-bin directory if you're using it. |
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385 |
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386 |
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387 0.5.0 HTML templating |
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388 --------------------- |
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389 |
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390 You'll want to make a backup of your current tracker html directory. You |
| 1091 | 391 should then copy the html directory from the Roundup source "classic" template |
| 392 and modify it according to your local schema changes. | |
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393 |
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394 If you need help with the new templating system, please ask questions on the |
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395 roundup-users mailing list (available through the roundup project page on |
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396 sourceforge, http://roundup.sf.net/) |
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397 |
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398 |
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399 0.5.0 Detectors |
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400 --------------- |
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401 |
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402 The nosy reactor has been updated to handle the tracker not having an |
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403 "assignedto" property on issues. You may want to copy it into your tracker's |
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404 detectors directory. Chances are you've already fixed it though :) |
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405 |
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406 |
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407 Migrating from 0.4.1 to 0.4.2 |
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408 ============================= |
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409 |
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410 0.4.2 Configuration |
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411 ------------------- |
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412 The USER_INDEX definition introduced in 0.4.1 was too restrictive in its |
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413 allowing replacement of 'assignedto' with the user's userid. Users must change |
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414 the None value of 'assignedto' to 'CURRENT USER' (the string, in quotes) for |
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415 the replacement behaviour to occur now. |
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416 |
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417 The new configuration variables are: |
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418 |
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419 - EMAIL_KEEP_QUOTED_TEXT |
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420 - EMAIL_LEAVE_BODY_UNCHANGED |
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421 - ADD_RECIPIENTS_TO_NOSY |
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422 |
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423 See the sample configuration files in:: |
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424 |
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425 <roundup source>/roundup/templates/classic/instance_config.py |
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426 |
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427 and:: |
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428 |
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429 <roundup source>/roundup/templates/extended/instance_config.py |
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430 |
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431 and the `customisation documentation`_ for information on how they're used. |
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432 |
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433 |
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434 0.4.2 Changes to detectors |
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435 -------------------------- |
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436 You will need to copy the detectors from the distribution into your instance |
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437 home "detectors" directory. If you used the classic schema, the detectors |
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438 are in:: |
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439 |
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440 <roundup source>/roundup/templates/classic/detectors/ |
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441 |
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442 If you used the extended schema, the detectors are in:: |
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443 |
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444 <roundup source>/roundup/templates/extended/detectors/ |
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445 |
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446 The change means that schema-specific code has been removed from the |
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447 mail gateway and cgi interface and made into auditors: |
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448 |
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449 - nosyreactor.py has now got an updatenosy auditor which updates the nosy |
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450 list with author, recipient and assignedto information. |
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451 - statusauditor.py makes the unread or resolved -> chatting changes and |
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452 presets the status of an issue to unread. |
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453 |
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454 There's also a bug or two fixed in the nosyreactor code. |
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455 |
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456 0.4.2 HTML templating changes |
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457 ----------------------------- |
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458 The link() htmltemplate function now has a "showid" option for links and |
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459 multilinks. When true, it only displays the linked item id as the anchor |
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460 text. The link value is displayed as a tooltip using the title anchor |
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461 attribute. To use in eg. the superseder field, have something like this:: |
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462 |
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463 <td> |
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464 <display call="field('superseder', showid=1)"> |
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465 <display call="classhelp('issue', 'id,title', label='list', width=500)"> |
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466 <property name="superseder"> |
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467 <br>View: <display call="link('superseder', showid=1)"> |
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468 </property> |
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469 </td> |
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470 |
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471 The stylesheets have been cleaned up too. You may want to use the newer |
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472 versions in:: |
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473 |
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474 <roundup source>/roundup/templates/<template>/html/default.css |
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475 |
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476 |
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477 |
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478 Migrating from 0.4.0 to 0.4.1 |
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479 ============================= |
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480 |
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481 0.4.1 Files storage |
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482 ------------------- |
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483 |
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484 Messages and files from newly created issues will be put into subdierectories |
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485 in thousands e.g. msg123 will be put into files/msg/0/msg123, file2003 |
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486 will go into files/file/2/file2003. Previous messages are still found, but |
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487 could be put into this structure. |
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488 |
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489 0.4.1 Configuration |
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490 ------------------- |
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491 |
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492 To allow more fine-grained access control, the variable used to check |
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493 permission to auto-register users in the mail gateway is now called |
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494 ANONYMOUS_REGISTER_MAIL rather than overloading ANONYMOUS_REGISTER. If the |
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495 variable doesn't exist, then ANONYMOUS_REGISTER is tested as before. |
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496 |
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497 Configuring the links in the web header is now easier too. The following |
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498 variables have been added to the classic instance_config.py:: |
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499 |
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500 HEADER_INDEX_LINKS - defines the "index" links to be made available |
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501 HEADER_ADD_LINKS - defines the "add" links |
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502 DEFAULT_INDEX - specifies the index view for DEFAULT |
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503 UNASSIGNED_INDEX - specifies the index view for UNASSIGNED |
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504 USER_INDEX - specifies the index view for USER |
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505 |
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506 See the <roundup source>/roundup/templates/classic/instance_config.py for more |
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507 information - including how the variables are to be set up. Most users will |
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508 just be able to copy the variables from the source to their instance home. If |
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509 you've modified the header by changing the source of the interfaces.py file in |
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510 the instance home, you'll need to remove that customisation and move it into |
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511 the appropriate variables in instance_config.py. |
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512 |
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513 The extended schema has similar variables added too - see the source for more |
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514 info. |
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515 |
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516 0.4.1 Alternate E-Mail Addresses |
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517 -------------------------------- |
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518 |
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519 If you add the property "alternate_addresses" to your user class, your users |
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520 will be able to register alternate email addresses that they may use to |
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521 communicate with roundup as. All email from roundup will continue to be sent |
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522 to their primary address. |
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523 |
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524 If you have not edited the dbinit.py file in your instance home directory, |
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525 you may simply copy the new dbinit.py file from the core code. If you used |
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526 the classic schema, the interfaces file is in:: |
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527 |
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528 <roundup source>/roundup/templates/classic/dbinit.py |
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529 |
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530 If you used the extended schema, the file is in:: |
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531 |
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532 <roundup source>/roundup/templates/extended/dbinit.py |
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533 |
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534 If you have modified your dbinit.py file, you need to edit the dbinit.py |
|
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535 file in your instance home directory. Find the lines which define the user |
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536 class:: |
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537 |
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538 user = Class(db, "msg", |
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539 username=String(), password=Password(), |
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540 address=String(), realname=String(), |
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541 phone=String(), organisation=String(), |
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542 alternate_addresses=String()) |
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543 |
|
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544 You will also want to add the property to the user's details page. The |
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545 template for this is the "user.item" file in your instance home "html" |
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546 directory. Similar to above, you may copy the file from the roundup source if |
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547 you haven't modified it. Otherwise, add the following to the template:: |
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548 |
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549 <display call="multiline('alternate_addresses')"> |
|
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550 |
|
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551 with appropriate labelling etc. See the standard template for an idea. |
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552 |
|
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parents:
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|
553 |
|
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parents:
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554 |
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555 Migrating from 0.3.x to 0.4.0 |
|
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|
556 ============================= |
|
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parents:
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557 |
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558 0.4.0 Message-ID and In-Reply-To addition |
|
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parents:
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|
559 ----------------------------------------- |
|
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Richard Jones <richard@users.sourceforge.net>
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diff
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|
560 0.4.0 adds the tracking of messages by message-id and allows threading |
|
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diff
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|
561 using in-reply-to. Most e-mail clients support threading using this |
|
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562 feature, and we hope to add support for it to the web gateway. If you |
|
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|
563 have not edited the dbinit.py file in your instance home directory, you may |
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564 simply copy the new dbinit.py file from the core code. If you used the |
|
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Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
565 classic schema, the interfaces file is in:: |
|
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parents:
diff
changeset
|
566 |
|
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
567 <roundup source>/roundup/templates/classic/dbinit.py |
|
6f6eb43d9d86
Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
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parents:
diff
changeset
|
568 |
|
6f6eb43d9d86
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
569 If you used the extended schema, the file is in:: |
|
6f6eb43d9d86
Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
570 |
|
6f6eb43d9d86
Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
571 <roundup source>/roundup/templates/extended/dbinit.py |
|
6f6eb43d9d86
Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
572 |
|
6f6eb43d9d86
Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
573 If you have modified your dbinit.py file, you need to edit the dbinit.py |
|
6f6eb43d9d86
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
574 file in your instance home directory. Find the lines which define the msg |
|
6f6eb43d9d86
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
575 class:: |
|
6f6eb43d9d86
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parents:
diff
changeset
|
576 |
|
6f6eb43d9d86
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
577 msg = FileClass(db, "msg", |
|
6f6eb43d9d86
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parents:
diff
changeset
|
578 author=Link("user"), recipients=Multilink("user"), |
|
6f6eb43d9d86
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parents:
diff
changeset
|
579 date=Date(), summary=String(), |
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6f6eb43d9d86
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diff
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|
580 files=Multilink("file")) |
|
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parents:
diff
changeset
|
581 |
|
6f6eb43d9d86
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
582 and add the messageid and inreplyto properties like so:: |
|
6f6eb43d9d86
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parents:
diff
changeset
|
583 |
|
6f6eb43d9d86
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parents:
diff
changeset
|
584 msg = FileClass(db, "msg", |
|
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Richard Jones <richard@users.sourceforge.net>
parents:
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585 author=Link("user"), recipients=Multilink("user"), |
|
6f6eb43d9d86
Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
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parents:
diff
changeset
|
586 date=Date(), summary=String(), |
|
6f6eb43d9d86
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parents:
diff
changeset
|
587 files=Multilink("file"), |
|
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parents:
diff
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|
588 messageid=String(), inreplyto=String()) |
|
6f6eb43d9d86
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parents:
diff
changeset
|
589 |
|
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
590 Also, configuration is being cleaned up. This means that your dbinit.py will |
|
6f6eb43d9d86
Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
591 also need to be changed in the open function. If you haven't changed your |
|
6f6eb43d9d86
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
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|
592 dbinit.py, the above copy will be enough. If you have, you'll need to change |
|
6f6eb43d9d86
Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
593 the line (round line 50):: |
|
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
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|
594 |
|
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
595 db = Database(instance_config.DATABASE, name) |
|
6f6eb43d9d86
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
596 |
|
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
597 to:: |
|
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
598 |
|
6f6eb43d9d86
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
599 db = Database(instance_config, name) |
|
6f6eb43d9d86
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
600 |
|
6f6eb43d9d86
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
601 |
|
6f6eb43d9d86
Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
602 0.4.0 Configuration |
|
6f6eb43d9d86
Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
603 -------------------- |
|
1096
fa7df238e2d4
More cleaning up of configuration, and the "instance" -> "tracker" renaming.
Richard Jones <richard@users.sourceforge.net>
parents:
1091
diff
changeset
|
604 ``TRACKER_NAME`` and ``EMAIL_SIGNATURE_POSITION`` have been added to the |
|
782
6f6eb43d9d86
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
605 instance_config.py. The simplest solution is to copy the default values |
|
6f6eb43d9d86
Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff
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|
606 from template in the core source. |
|
6f6eb43d9d86
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parents:
diff
changeset
|
607 |
|
6f6eb43d9d86
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
608 The mail gateway now checks ``ANONYMOUS_REGISTER`` to see if unknown users |
|
6f6eb43d9d86
Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
609 are to be automatically registered with the tracker. If it is set to "deny" |
|
6f6eb43d9d86
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
610 then unknown users will not have access. If it is set to "allow" they will be |
|
6f6eb43d9d86
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
611 automatically registered with the tracker. |
|
6f6eb43d9d86
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
612 |
|
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
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|
613 |
|
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
614 0.4.0 CGI script roundup.cgi |
|
6f6eb43d9d86
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
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|
615 ---------------------------- |
|
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
616 The CGI script has been updated with some features and a bugfix, so you should |
|
6f6eb43d9d86
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
617 copy it from the roundup cgi-bin source directory again. Make sure you update |
|
6f6eb43d9d86
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
618 the ROUNDUP_INSTANCE_HOMES after the copy. |
|
6f6eb43d9d86
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parents:
diff
changeset
|
619 |
|
6f6eb43d9d86
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
620 |
|
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Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
621 0.4.0 Nosy reactor |
|
6f6eb43d9d86
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parents:
diff
changeset
|
622 ------------------ |
|
6f6eb43d9d86
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
623 The nosy reactor has also changed - copy the nosyreactor.py file from the core |
|
6f6eb43d9d86
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parents:
diff
changeset
|
624 source:: |
|
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parents:
diff
changeset
|
625 |
|
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
626 <roundup source>/roundup/templates/<template>/detectors/nosyreactor.py |
|
6f6eb43d9d86
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parents:
diff
changeset
|
627 |
|
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parents:
diff
changeset
|
628 to your instance home "detectors" directory. |
|
6f6eb43d9d86
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parents:
diff
changeset
|
629 |
|
6f6eb43d9d86
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
630 |
|
6f6eb43d9d86
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
631 0.4.0 HTML templating |
|
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
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|
632 --------------------- |
|
6f6eb43d9d86
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
633 The field() function was incorrectly implemented - links and multilinks now |
|
6f6eb43d9d86
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
634 display as text fields when rendered using field(). To display a menu (drop- |
|
6f6eb43d9d86
Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
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parents:
diff
changeset
|
635 down or select box) you need to use the menu() function. |
|
6f6eb43d9d86
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
636 |
|
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parents:
diff
changeset
|
637 |
|
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
638 |
|
6f6eb43d9d86
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
639 Migrating from 0.2.x to 0.3.x |
|
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
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|
640 ============================= |
|
6f6eb43d9d86
Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
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parents:
diff
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|
641 |
|
6f6eb43d9d86
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parents:
diff
changeset
|
642 0.3.x Cookie Authentication changes |
|
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parents:
diff
changeset
|
643 ----------------------------------- |
|
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
644 0.3.0 introduces cookie authentication - you will need to copy the |
|
6f6eb43d9d86
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
645 interfaces.py file from the roundup source to your instance home to enable |
|
6f6eb43d9d86
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parents:
diff
changeset
|
646 authentication. If you used the classic schema, the interfaces file is in:: |
|
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parents:
diff
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|
647 |
|
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parents:
diff
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|
648 <roundup source>/roundup/templates/classic/interfaces.py |
|
6f6eb43d9d86
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parents:
diff
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|
649 |
|
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
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|
650 If you used the extended schema, the file is in:: |
|
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parents:
diff
changeset
|
651 |
|
6f6eb43d9d86
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parents:
diff
changeset
|
652 <roundup source>/roundup/templates/extended/interfaces.py |
|
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
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|
653 |
|
6f6eb43d9d86
Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
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parents:
diff
changeset
|
654 If you have modified your interfaces.Client class, you will need to take |
|
6f6eb43d9d86
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
655 note of the login/logout functionality provided in roundup.cgi_client.Client |
|
6f6eb43d9d86
Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
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parents:
diff
changeset
|
656 (classic schema) or roundup.cgi_client.ExtendedClient (extended schema) and |
|
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
657 modify your instance code apropriately. |
|
6f6eb43d9d86
Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
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parents:
diff
changeset
|
658 |
|
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parents:
diff
changeset
|
659 |
|
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
660 0.3.x Password encoding |
|
6f6eb43d9d86
Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
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parents:
diff
changeset
|
661 ----------------------- |
|
6f6eb43d9d86
Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
662 This release also introduces encoding of passwords in the database. If you |
|
6f6eb43d9d86
Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
663 have not edited the dbinit.py file in your instance home directory, you may |
|
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664 simply copy the new dbinit.py file from the core code. If you used the |
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665 classic schema, the interfaces file is in:: |
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666 |
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667 <roundup source>/roundup/templates/classic/dbinit.py |
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668 |
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669 If you used the extended schema, the file is in:: |
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670 |
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671 <roundup source>/roundup/templates/extended/dbinit.py |
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672 |
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673 |
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674 If you have modified your dbinit.py file, you may use encoded passwords: |
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675 |
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676 1. Edit the dbinit.py file in your instance home directory |
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677 a. At the first code line of the open() function:: |
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678 |
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679 from roundup.hyperdb import String, Date, Link, Multilink |
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680 |
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681 alter to include Password, as so:: |
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682 |
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683 from roundup.hyperdb import String, Password, Date, Link, Multilink |
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684 |
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685 b. Where the password property is defined (around line 66):: |
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686 |
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687 user = Class(db, "user", |
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688 username=String(), password=String(), |
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689 address=String(), realname=String(), |
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690 phone=String(), organisation=String()) |
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691 user.setkey("username") |
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692 |
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693 alter the "password=String()" to "password=Password()":: |
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694 |
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695 user = Class(db, "user", |
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696 username=String(), password=Password(), |
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697 address=String(), realname=String(), |
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698 phone=String(), organisation=String()) |
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699 user.setkey("username") |
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700 |
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701 2. Any existing passwords in the database will remain cleartext until they |
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702 are edited. It is recommended that at a minimum the admin password be |
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703 changed immediately:: |
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704 |
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705 roundup-admin -i <instance home> set user1 password=<new password> |
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706 |
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707 |
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708 0.3.x Configuration |
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709 ------------------- |
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710 FILTER_POSITION, ANONYMOUS_ACCESS, ANONYMOUS_REGISTER have been added to |
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711 the instance_config.py. Simplest solution is to copy the default values from |
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712 template in the core source. |
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713 |
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714 MESSAGES_TO_AUTHOR has been added to the IssueClass in dbinit.py. Set to 'yes' |
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715 to send nosy messages to the author. Default behaviour is to not send nosy |
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716 messages to the author. You will need to add MESSAGES_TO_AUTHOR to your |
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717 dbinit.py in your instance home. |
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718 |
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719 |
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720 0.3.x CGI script roundup.cgi |
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721 ---------------------------- |
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722 There have been some structural changes to the roundup.cgi script - you will |
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723 need to install it again from the cgi-bin directory of the source |
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724 distribution. Make sure you update the ROUNDUP_INSTANCE_HOMES after the |
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725 copy. |
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726 |
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727 |
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1008
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728 .. _`customisation documentation`: customizing.html |
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729 .. _`security documentation`: security.html |
