Mercurial > p > roundup > code
annotate doc/admin_guide.txt @ 8064:d6b447de4f59
docs: set up for release documentation.
Make changes to publish security.html with CVE announcements referring
to the sections in upgrading.html rather than CVE.html.
Remove templates.zip as part of html build in Makefile.
Also update doc for using CVE.html.
| author | John Rouillard <rouilj@ieee.org> |
|---|---|
| date | Tue, 09 Jul 2024 09:34:13 -0400 |
| parents | 335b8a40e355 |
| children | 57ef20b6c003 |
| rev | line source |
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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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48 |
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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 # Maximum number of children to spawn using fork multiprocess mode. |
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119 # Default: 40 |
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120 max_children = 40 |
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121 |
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122 # don't fork (this overrides the pidfile mechanism)' |
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123 # Allowed values: yes, no |
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124 # Default: no |
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125 nodaemon = no |
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126 |
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127 # Log client machine names instead of IP addresses (much slower) |
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128 # Allowed values: yes, no |
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129 # Default: no |
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130 log_hostnames = no |
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131 |
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132 # Have http(s) request logging done via python logger module. |
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133 # If set to yes the python logging module is used with qualname |
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134 # 'roundup.http'. Otherwise logging is done to stderr or the file |
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135 # specified using the -l/logfile option. |
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136 # Allowed values: yes, no |
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137 # Default: no |
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138 loghttpvialogger = no |
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139 |
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140 # File to which the server records the process id of the daemon. |
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141 # If this option is not set, the server will run in foreground |
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142 # |
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143 # The path may be either absolute or relative |
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144 # to the directory containing this config file. |
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145 # Default: |
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146 pidfile = |
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147 |
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148 # Log file path. If unset, log to stderr. |
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149 # The path may be either absolute or relative |
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150 # to the directory containing this config file. |
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151 # Default: |
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152 logfile = |
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153 |
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154 # Set processing of each request in separate subprocess. |
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155 # Allowed values: debug, none, thread, fork. |
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156 # Default: fork |
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157 multiprocess = fork |
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158 |
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159 # Tracker index template. If unset, built-in will be used. |
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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 template = |
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164 |
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165 # Enable SSL support (requires pyopenssl) |
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166 # Allowed values: yes, no |
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167 # Default: no |
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168 ssl = no |
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169 |
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170 # PEM file used for SSL. A temporary self-signed certificate |
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171 # will be used if left blank. |
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172 # The path may be either absolute or relative |
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173 # to the directory containing this config file. |
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174 # Default: |
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175 pem = |
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176 |
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177 # Comma separated list of extra headers that should |
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178 # be copied into the CGI environment. |
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179 # E.G. if you want to access the REMOTE_USER and |
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180 # X-Proxy-User headers in the back end, |
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181 # set to the value REMOTE_USER,X-Proxy-User. |
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182 # Allowed values: comma-separated list of words |
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183 # Default: |
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184 include_headers = |
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185 |
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186 # Change to HTTP/1.0 if needed. This disables keepalive. |
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187 # Default: HTTP/1.1 |
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188 http_version = HTTP/1.1 |
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189 |
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190 # Roundup trackers to serve. |
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191 # Each option in this section defines single Roundup tracker. |
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192 # Option name identifies the tracker and will appear in the URL. |
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193 # Option value is tracker home directory path. |
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194 # The path may be either absolute or relative |
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195 # to the directory containing this config file. |
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196 [trackers] |
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197 |
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198 demo = /trackers/demo |
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199 sysadmin = /trackers/sysadmin |
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200 |
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201 Additional notes for each keyword: |
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202 |
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203 **template** |
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204 Specifies a template used for displaying the tracker index when |
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205 multiple trackers are being used. It is processed by TAL and |
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206 the variable "trackers" is available to the template and is a |
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207 dict of all configured trackers. |
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208 **ssl** |
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209 Enables use of SSL to secure the connection to the |
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210 roundup-server. In most cases, you will want to run a |
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211 real web server (Apache, Nginx) as a proxy to |
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212 roundup-server running without SSL. The real web server |
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213 can filter/rate limit/firewall requests to roundup-server. |
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214 If you enable this, ensure that your tracker's config.ini specifies |
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215 an *https* URL. See roundup-server.1 man page for |
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216 additional information. |
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217 **pem** |
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218 If specified, the SSL PEM file containing the private key and certificate. |
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219 The file must include both the private key and certificate with appropriate |
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220 headers (e.g. ``-----BEGIN PRIVATE KEY-----``, |
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221 ``-----END PRIVATE KEY-----`` and |
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222 ``-----BEGIN CERTIFICATE-----``, |
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223 ``-----END CERTIFICATE-----``. |
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224 If not specified, roundup will generate a temporary, self-signed certificate |
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225 for use. |
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226 **trackers** section |
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227 Each line denotes a mapping from a URL component to a tracker home. |
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228 Make sure the name part doesn't include any url-unsafe characters like |
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229 spaces. Stick to alphanumeric characters and you'll be ok. |
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230 |
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231 To generate a config.ini in the current directory from the |
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232 roundup-server command line use:: |
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233 |
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234 roundup_server -p 8017 -u roundup --save-config demo=/trackers/demo \ |
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235 sysadmin=/trackers/sysadmin |
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236 |
| 7334 | 237 Note it will save an old config.ini file to config.bak and create a |
| 238 new config.ini. The file is recreated from scratch ignoring the | |
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239 contents of the current config.ini. You may need to merge the backup |
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240 and config files. save-config doesn't attempt to load or verify an |
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241 existing config.ini. Running this in a tracker home directory will |
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242 move the exsiting config.ini to config.bak and replace it with the |
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243 roundup-server's config.ini. This will make the tracker in the |
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244 directory fail to start util the original config.ini is restored. |
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245 |
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246 .. _configuring-compression: |
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247 |
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248 Configuring Compression |
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249 ======================= |
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250 |
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251 Roundup will compress HTTP responses to clients on the fly. Dynamic, |
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252 on the fly, compression is enabled by default, to disable it set:: |
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253 |
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254 [web] |
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255 ... |
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256 dynamic_compression = No |
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257 |
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258 in the tracker's ``config.ini``. You should disable compression if |
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259 your proxy (e.g. nginx or apache) or wsgi server (uwsgi) is configured |
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260 to compress responses on the fly. The python standard library includes |
| 7385 | 261 gzip support. For brotli or zstd you will need to install packages. See |
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262 the `installation documentation`_ for details. |
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263 |
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264 .. index:: single: interfaces.py; configuring http compression |
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265 |
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266 Some assets will not be compressed on the fly. Assets with mime types |
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267 of "image/png" or "image/jpeg" will not be compressed. You |
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268 can add mime types to the list by using ``interfaces.py`` as discussed |
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269 in the `customisation documentation`_. As an example adding:: |
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270 |
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271 from roundup.cgi.client import Client |
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272 |
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273 Client.precompressed_mime_types.append('application/zip`) |
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274 |
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275 to ``interfaces.py`` will prevent zip files from being compressed. |
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276 |
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277 Any content less than 100 bytes in size will not be compressed (e.g |
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278 errors messages, short json responses). |
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279 |
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280 Zstd will be used if the client can understand it, followed by brotli |
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281 then gzip encoding. Currently the preference order is hard coded into |
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282 the server and not parsed using ``q`` values from the client's |
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283 Accept-Encoding header. This is an area for improvement. |
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284 |
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285 In addition to dynamic compression, static files/assets accessed using |
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286 ``@@file`` can be pre-compressed. This reduces CPU load on the server |
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287 and reduces the time required to respond to the client. By default |
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288 searching for pre-compressed files is disabled. To enable it set:: |
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289 |
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290 [web] |
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291 ... |
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292 use_precompressed_files = Yes |
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293 |
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294 in the tracker's ``config.ini`` file. Then you can create a |
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295 precompressed file and it will be served if the client is able to |
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296 accept it. For a file ``.../@@file/library.js`` you can create:: |
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297 |
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298 tracker_home/html/library.js.gzip |
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299 tracker_home/html/library.js.br |
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300 tracker_home/html/library.js.zstd |
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301 |
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302 which should be created by using (respectively):: |
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303 |
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304 gzip --keep --suffix .gzip library.js |
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305 brotli library.js |
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306 zstd library.js && mv library.js.zst library.js.zstd |
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307 |
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308 see the man pages for options that control compression level. Note |
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309 that some levels require additional memory on the client side, so you |
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310 may not always want to use the highest compression available. |
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311 |
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312 A pre-compressed file will not be used if its modified date is earlier |
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313 than the uncompressed file. For example, if ``library.js.gzip`` is |
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314 older (has earlier modification date) than ``library.js``, |
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315 ``library.js.gzip`` will be ignored. ``library.js`` will be |
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316 served instead. ``library.js`` will be dynamically compressed on the |
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317 fly and a warning message will be logged. |
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318 |
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319 Precompressed files override dynamic compression. For example, assume |
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320 the client can accept brotli and gzip. If there are no precompressed |
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321 files, the data will be compressed dynamically (on the fly) using |
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322 brotli. If there is a precompressed gzip file present the client will |
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323 get the gzip version and not a brotli compressed version. This |
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324 mechanism allows the admin to allow use of brotli and zstd for |
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325 dynamic content, but not for static content. |
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326 |
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327 .. _browser_handling_attached_files: |
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328 |
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329 .. index:: single: interfaces.py; Controlling browser handling of attached files |
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330 |
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331 Controlling Browser Handling of Attached Files |
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332 ============================================== |
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333 |
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334 You may be aware of the ``allow_html_file`` `config.ini setting |
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335 <reference.html#config-ini-section-web>`_. When set to yes, it permits |
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336 html files to be attached and displayed in the browser as html |
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337 files. The underlying mechanism used to enable/disable attaching HTML |
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338 is exposed using ``interfaces.py``. |
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339 |
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340 Similar to ``Client.precompressed_mime_types`` above, there is a |
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341 ``Client.mime_type_allowlist``. If a mime type is present in this |
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342 list, an attachment with this mime type is served to the browser. If |
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343 the mime type is not present, the mime type is set to |
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344 ``application/octet-stream`` which causes the browser to download the |
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345 attachment to a file. |
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346 |
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347 In release 2.4.0, the mime type ``application/pdf`` was removed from |
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348 the precompressed_mime_types list. This prevents the browser from |
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349 executing scripts that may be included in the PDF file. If you trust |
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350 the individuals uploading PDF files to your tracker and wish to allow |
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351 viewing PDF files from your tracker, you can do so by editing your |
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352 tracker's "interfaces.py" file. Adding:: |
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353 |
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354 from roundup.cgi.client import Client |
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355 Client.mime_type_allowlist.append('application/pdf') |
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356 |
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357 will permit the PDF files to be viewed in the browser rather than |
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358 downloaded to a file. |
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359 |
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360 Similarly, you can remove a mime type (e.g. audio/oog) using:: |
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361 |
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362 from roundup.cgi.client import Client |
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363 Client.mime_type_allowlist.remove('audio/oog') |
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364 |
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365 which will force the browser to save the attachment to a file rather |
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366 than playing the audio file. |
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367 |
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368 .. index:: single: interfaces.py; setting REST maximum result limit |
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369 |
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370 Configuring REST Maximum Result Limit |
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371 ===================================== |
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372 |
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373 To prevent denial of service (DOS) and limit user wait time for an |
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374 unbounded request, the REST endpoint has a maximum limit on the number |
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375 of rows that can be returned. By default, this is set to 10 million. |
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376 This setting applies to all users of the REST interface. If you want |
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377 to change this limit, you can add the following code to the |
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378 ``interfaces.py`` file in your tracker:: |
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379 |
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380 # change max response rows |
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381 from roundup.rest import RestfulInstance |
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382 RestfulInstance.max_response_row_size = 26 |
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383 |
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384 This code will set the maximum number of rows to 25 (one less than the |
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385 value). Note that this setting is rarely used and is not available in |
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386 the tracker's ``config.ini`` file. Setting it through this mechanism |
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387 allows you to enter a string or number that may break Roundup, such as |
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388 "asdf" or 0. In general, it is recommended to keep the limit at its |
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389 default value. However, this option is available for cases when a |
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390 request requires more than 10 million rows and pagination using |
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391 ``@page_index`` and ``@page_size=9999999`` is not possible. |
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392 |
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393 Adding a Web Content Security Policy (CSP) |
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394 ========================================== |
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395 |
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396 A Content Security Policy (`CSP`_) adds a layer of security to |
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397 Roundup's web interface. It makes it more difficult for an |
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398 attacker to compromise Roundup. By default Roundup does not add |
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399 a CSP. If you need to implement a CSP, this section will help you |
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400 understand how to add one and document the current level of |
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401 support for CSP in Roundup. |
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402 |
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403 Roundup's web interface has remained mostly unchanged since it |
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404 was created over a decade ago. Current releases have been slowly |
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405 modernizing the HTML to improve security. There are still some |
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406 improvements that need to happen before the tightest CSP |
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407 configurations can be used. |
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408 |
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409 Writing a CSP is complex. This section just touches on how to |
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410 create and install a CSP to improve security. Some of it might |
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411 break functionality. |
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412 |
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413 There are two ways to add a CSP: |
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414 |
| 7367 | 415 1. a fixed CSP added by a server |
| 416 2. a dynamic CSP added by Roundup | |
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417 |
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418 Fixed CSP |
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419 --------- |
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420 |
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421 If you are using a web server (Apache, Nginx) to run Roundup, you can |
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422 add a ``Content-Security-Policy`` header using that server. WSGI |
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423 servers like uWSGI can also be configured to add headers. An example |
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424 header would look like:: |
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425 |
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426 Content-Security-Policy: default-src 'self' 'unsafe-inline' 'strict-dynamic'; |
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427 |
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428 One thing that may need to be included is the ``unsafe-inline``. |
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429 The default templates use ``onload``, ``onchange``, ``onsubmit``, |
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430 and ``onclick`` JavaScript handlers. Without ``unsafe-inline`` |
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431 these won't work and popup helpers will not work. Sadly the use |
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432 of ``unsafe-inline`` is a pretty big hole in this CSP. You can |
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433 set the hashes for all the JavaScript handlers in the CSP. Then |
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434 replace ``unsafe-inline`` with ``unsafe-hashes`` to help close |
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435 this hole, but has its own issues. See `remediating |
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436 unsafe-inline`_ for another way to mitigate this. |
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437 |
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438 The inclusion of ``strict-dynamic`` allows trusted JavaScript |
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439 files that are downloaded from Roundup to make changes to the web |
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440 interface. These changes are also trusted code that will be run |
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441 when invoked. |
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442 |
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443 More secure CSPs can also be created. However because of the ability |
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444 to customise the web interface, it is difficult to provide guidance. |
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445 |
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446 Dynamic CSP |
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447 ----------- |
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448 |
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449 Roundup creates a cryptographic nonce for every client request. The |
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450 nonce is the value of the ``client.client_nonce`` property. |
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451 |
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452 By changing the templates to use the nonce, we can better secure the |
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453 Roundup instance. However the nonce has to be set in the CSP returned |
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454 by Roundup. |
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455 |
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456 One way to do this is to add a templating utility to the extensions |
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457 directory that generates the CSP on the fly. For example:: |
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458 |
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459 default_security_headers = { |
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460 'Content-Security-Policy': ( |
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461 "default-src 'self'; " |
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462 "base-uri 'self'; " |
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463 "script-src https: 'nonce-{nonce}' 'strict-dynamic'; " |
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464 "style-src 'self' 'nonce-{nonce}'; " |
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465 "img-src 'self' data:; " |
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466 "frame-ancestors 'self'; " |
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467 "object-src 'self' 'nonce-{nonce}'; " |
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468 ), |
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469 } |
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470 |
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471 |
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472 def AddHtmlHeaders(client, header_dict=None): |
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473 ''' Generate https headers from dict use default security headers |
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474 |
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475 Setting the header with a value of None will not inject the |
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476 header and can override the default set. |
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477 |
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478 Header values will be formatted with a dictionary including a |
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479 nonce. Use to set a nonce for inline scripts. |
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480 ''' |
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481 try: |
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482 if client.client_nonce is None: |
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483 # logger.warning("client_nonce is None") |
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484 client.client_nonce = client.session_api._gen_sid() |
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485 except AttributeError: |
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486 # client.client_nonce doesn't exist, create it |
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487 # logger.warning("client_nonce does not exist, creating") |
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488 client.client_nonce = client.session_api._gen_sid() |
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489 |
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490 headers = default_security_headers.copy() |
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491 if isinstance(header_dict, dict): |
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492 headers.update(header_dict) |
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493 |
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494 client_headers = client.additional_headers |
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495 |
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496 for header, value in list(headers.items()): |
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497 if value is None: |
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498 continue |
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499 client_headers[header] = value.format( |
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500 nonce=client.client_nonce) |
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501 |
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502 def init(instance): |
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503 instance.registerUtil('AddHtmlHeaders', AddHtmlHeaders) |
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504 |
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505 |
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506 Adding the following to ``page.html`` right after the opening |
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507 ``<html....`>`` tag:: |
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508 |
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509 <tal:code tal:content="python:utils.AddHtmlHeaders(request.client)" /> |
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510 |
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511 will invoke ``AddHtmlHeaders()`` to add the CSP header with the nonce. |
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512 |
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513 With this set of CSP headers, all style, script and object tags will |
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514 need a ``nonce`` attribute. This can be added by changing:: |
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515 |
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516 <script src="javascript.js"></script> |
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517 |
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518 to:: |
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519 |
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520 <script |
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521 tal:attributes="nonce request/client/client_nonce" |
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522 src="javascript.js"></script> |
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523 |
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524 for each script, object or style tag. |
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525 |
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526 Remediating ``unsafe-inline`` |
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527 ----------------------------- |
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528 .. _remediating unsafe-inline: |
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529 |
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530 Using a trusted script to set event handlers to replace the ``onX`` |
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531 handlers allows removal of the ``unsafe-inline`` handlers. If you |
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532 remove ``unsafe-inline`` the ``onX`` handlers will not run. However |
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533 you can use the label provided by the ``onX`` attribute to securely |
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534 enable a callback function. |
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535 |
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536 This method is a work in progress. As an example proof of concept, |
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537 adding this "decorator" script at the end of page.html:: |
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538 |
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539 <script tal:attributes="nonce request/client/client_nonce"> |
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540 /* set submit event listener on forms that have an |
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541 onsubmit (case insensitive) attribute */ |
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542 forms = document.querySelectorAll(form[onsubmit]) |
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543 for (let form of f) { |
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544 form.addEventListener('submit', |
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545 () => submit_once()); |
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546 }; |
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547 </script> |
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548 |
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549 will set callback for the submit even on any form that has an onsubmit |
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550 attribute to ``submit_once()``. ``submit_once`` is defined in Roundup's |
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551 base_javascript and is generated with a proper nonce. |
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552 |
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553 By including the nonce in the dynamic CSP, we can use our trusted |
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554 "decorator" script to add event listeners. These listeners will call |
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555 the trusted function in base_javascript to replace the ignored ``onX`` |
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556 handlers. |
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557 |
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558 .. _CSP: https://developer.mozilla.org/en-US/docs/Web/HTTP/CSP |
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559 |
|
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560 Classhelper Web Component |
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561 ========================= |
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562 |
|
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563 Version 2.4.0 provides a new classhelper popup written as a web |
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564 component. By installing 3 files and editing the tracker's templates |
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565 you can enable the new component. |
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566 |
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567 The `development of this component was done by team-03 |
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568 <https://github.com/UMB-CS-682-Team-03/tracker>`_ of the |
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569 Spring 2024 CS682 graduate software engineering SDL capstone |
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570 class at the University of Massachusetts - Boston. Their |
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571 documentation is copied/adapted below. |
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572 |
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573 File Installation |
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574 ----------------- |
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575 |
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576 There are three files to install in your tracker. You can |
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577 copy them from the template directory for the classic |
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578 tracker. The location of the template file can be obtained |
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579 by running: ``roundup-admin templates`` and looking for the |
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580 path value of the classic template. If the path value is |
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581 ``/path/to/template``, copy:: |
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582 |
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583 /path/to/template/html/classhelper.js |
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584 /path/to/template/html/classhelper.css |
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585 /path/to/template/html/_generic.translation |
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586 |
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587 to your tracker's html directory. |
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588 |
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589 Wrapping the Classic Classhelper |
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590 -------------------------------- |
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591 |
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592 To allow your users to select items in the web interface |
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593 using the new classhelper, you should edit the template files |
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594 in the ``html/`` subdirectory of your tracker. Where you see |
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595 code like:: |
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596 |
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597 <th i18n:translate="">Superseder</th> |
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598 <td> |
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599 <span tal:replace="structure |
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600 python:context.superseder.field(showid=1,size=20)" /> |
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601 <span tal:condition="context/is_edit_ok" |
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602 tal:replace="structure |
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603 python:db.issue.classhelp('id,title', |
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604 property='superseder', pagesize=100)" /> |
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605 [...] |
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606 </td> |
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607 |
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608 change it to wrap the classhelp span like this:: |
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609 |
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610 <th i18n:translate="">Superseder</th> |
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611 <td> |
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612 <span tal:replace="structure |
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613 python:context.superseder.field(showid=1,size=20)" /> |
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614 <roundup-classhelper |
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615 data-popup-title="Superseder Classhelper - {itemDesignator}" |
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616 data-search-with="title,status,keyword[]-name"> |
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617 <span tal:condition="context/is_edit_ok" |
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618 tal:replace="structure |
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619 python:db.issue.classhelp('id,title', |
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620 property='superseder', pagesize=100)" /> |
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621 </roundup-classhelper> |
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622 [...] |
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623 </td> |
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624 |
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625 which displays a three part classhelper. |
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626 |
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627 1. the search pane includes a text search box for the `title` |
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628 and `status` properties and a dropdown for the keyword property, |
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629 sorted by name in descending order. |
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630 2. the selection pane will show 100 search results per page. |
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631 It also allows the user to move to the next or previous result |
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632 page. |
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633 3. the accumulator at the bottom shows all the selected items. It |
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634 also has buttons to accept the items or cancel the |
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635 classhelper, leaving the original page unchanged. |
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636 |
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637 Note that the user class is a little different because users without |
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638 an Admin role can't search for a user by Role. So we hide the Role |
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639 search element for non admin users. Starting with:: |
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640 |
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641 <th i18n:translate="">Nosy List</th> |
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642 <td> |
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643 <span tal:replace="structure context/nosy/field" /> |
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644 <span tal:condition="context/is_edit_ok" tal:replace="structure |
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645 python:db.user.classhelp('username,realname,address', |
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646 property='nosy', width='600'" /> |
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647 </td> |
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648 |
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649 wrap the classhelp span with ``<roundup-classhelper>`` like:: |
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650 |
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651 <th i18n:translate="">Nosy List</th> |
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652 <td> |
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653 <span tal:replace="structure context/nosy/field" /> |
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654 <roundup-classhelper tal:define="search string:name,phone,roles[]" |
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655 tal:attributes="data-search-with python:search |
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656 if request.user.hasRole('Admin') else |
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657 ','.join(search.split(',')[:-1])"> |
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658 <span tal:condition="context/is_edit_ok" tal:replace="structure |
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659 python:db.user.classhelp('username,realname,address', |
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660 property='nosy', width='600'" /> |
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661 </roundup-classhelper> |
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662 </td> |
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663 |
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664 The ``','.join(search.split(',')[:-1])`` removes the last element of |
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665 the search string (``roles[]``) if the user does not have the Admin |
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666 role. |
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667 |
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7981
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668 Loading the <roundup-classhelper> Script |
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669 ---------------------------------------- |
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670 |
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671 To make the ``<roundup-classhelper>`` wrappers work, you |
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672 have to load the classhelper.js script. Add the following |
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673 html script tag in the head section of page.html:: |
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674 |
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675 <script type="text/javascript" src="@@file/classhelper.js"> |
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676 </script> |
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677 |
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678 You can place it anywhere before ``</head>``. This will make |
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679 it available on all pages. |
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680 |
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681 The script will also work if it is loaded at the end of the |
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682 body. It can also be added to the ``more-javascript`` slot |
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683 in one of the templates (see ``user.item.html`` for an |
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684 example) if you don't want the overhead of loading the script |
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685 on every page. |
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686 |
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687 You may want to minimize and precompress the file. Using |
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688 dynamic compression, the file is 10k when compressed with |
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689 gzip (8k with brotli). If you minimize the file first with |
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690 `rjsmin <https://pypi.org/project/rjsmin/>`_ and then |
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691 compress it, it's about 6k. See the information about using |
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692 precompressed files in the :ref:`section on compression |
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693 <configuring-compression>`. |
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694 |
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695 <roundup-classhelper> configuration |
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696 ----------------------------------- |
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697 |
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698 There are two attributes used to configure the classhelper. |
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699 |
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700 data-popup-title: |
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701 * this attribute is optional. A reasonable default is |
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702 provided if it is missing. |
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703 * Adding ``data-popup-title`` changes the title of the popup |
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704 window with the value of the attribute. |
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705 * ``{itemDesignator}`` can be used inside the attribute value |
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706 to replace it with the current classhelper usage context. |
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707 E.G. ``data-popup-title="Nosy List Classhelper - {itemDesignator}"`` |
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708 will display the popup window title as ``Nosy List Classhelper - issue24`` |
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709 |
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710 data-search-with: |
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711 * this attribute is optional. If it is not set, a search |
| 7975 | 712 panel is not created to allow the user to search within |
| 713 the class. | |
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714 * Adding ``data-search-with`` specifies the fields that can |
| 7976 | 715 be used for searching. For example when invoking the |
| 716 classhelper for the issue class, using | |
| 717 ``data-search-with="title,status,keyword"`` wil enable | |
| 718 three search fields. | |
|
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719 * The search can be customized using the following syntax: |
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720 |
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721 * Adding ``[]`` at then end of a field (``"status[]"``) |
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722 will displays a dropdown for the "status" field |
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723 listing all the values the user can access. E.G.:: |
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724 |
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725 <roundup-classhelper |
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726 data-search-with="title,status[],keyword[]"> |
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727 <span tal:condition="context/is_edit_ok" |
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728 tal:replace="structure |
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729 python:db.issue.classhelp('id,title', |
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730 property='superseder', pagesize=100)" /> |
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731 </roundup-classhelper> |
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732 |
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733 will create a search pane with a text search for title |
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734 and dropdowns for status and keyword. |
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735 |
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736 * Adding a sort key after the ``[]`` allows you to |
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737 select the order of the elements in the dropdown. For |
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738 example ``keyword[]+name`` sorts the keyword |
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739 dropdown in ascending order by name. While |
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740 ``keyword[]-name`` sorts the keyword dropdown in |
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741 descending order by name. If the sort order is not |
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742 specified, the default order for the class is used. |
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743 |
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744 <roundup-classhelper> styling |
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745 ----------------------------- |
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746 |
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747 The roundup-classhelper component uses minimal styling so it |
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748 can blend in with most trackers. If you want to change the |
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749 styling, you can modify the classhelper.css file in the html |
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750 directory. Even though roundup-classhelper is a web |
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751 component, it doesn't use the shadow DOM. If you don't know |
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752 what this means, it just means that it's easy to style. |
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753 |
|
7977
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754 Getting the web component to load changes to the css file is |
|
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755 a bit tricky. The browser caches the old file and you have |
|
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756 to resort to tricks to make it get a new copy of the file. |
|
7971
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757 |
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758 One way to do this is to open to the ``classhelper.css`` |
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759 file in your browser and force refresh it. To do this: |
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760 |
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761 1. Open the home page for your Roundup issue tracker in a |
|
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762 web browser. |
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763 |
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764 2. In the address bar, append ``@@file/classhelper.css`` |
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765 to the end of your Roundup URL. For example, if your |
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766 Roundup URL is ``https://example.com/tracker/``, the |
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767 URL you should visit would be |
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768 ``https://example.com/tracker/@@file/classhelper.css``. |
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769 |
| 8015 | 770 3. This will open the ``classhelper.css`` file in your browser. |
|
7971
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771 |
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772 4. Press ``Ctrl+Shift+R`` (on Windows and Linux) or |
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773 ``Cmd+Shift+R`` (on macOS). This triggers a hard |
|
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774 refresh of the page, which forces the browser to |
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775 reload the file and associated resources from the |
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776 server. |
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777 |
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778 This should resolve any issues caused by cached or outdated |
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779 files. It is possible that you have to open devtools and set |
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780 the disable cache option in the network panel in extreme |
|
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781 cases. |
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782 |
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783 Also during development, you might want to `set a very low |
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784 cache time |
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785 <customizing.html#changing-cache-control-headers>`_ for |
|
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786 classhelper.css using something like:: |
|
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787 |
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788 Client.Cache_Control['classhelper.css'] = "public, max-age=10" |
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789 |
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790 |
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791 Translations |
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792 ------------ |
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793 |
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794 To set up translations for the <roundup-classhelper> |
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795 component, follow these steps. |
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796 |
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797 1. Create a ``messages.pot`` file by running |
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798 ``roundup-gettext <tracker_home_directory>``. This |
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799 creates ``locale/messages.pot`` in your tracker's home |
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800 directory. It extracts all translatable strings from |
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801 your tracker. We will use it as a base template for the |
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802 new strings you want to translate. |
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803 2. See if you already have a ``.po`` translation file for |
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804 your language in the tracker's locale/ directory. If you |
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805 don't, copy ``messages.pot`` to a .po file for the |
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806 language you want to translate. For example German |
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807 would be at ``de.po`` English would be at ``en.po`` |
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808 (for example if you want to change the ``apply`` button |
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809 to say ``Do It``. |
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810 |
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811 3. Edit the new .po file. After the header, add the |
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812 translation entries for the <roundup-classhelper> |
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813 component. For example `next` and `submit` are |
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814 displayed in English when the rest of the interface is |
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815 in German. Add:: |
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816 |
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817 msgid "submit" |
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818 msgstr "gehen" |
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819 |
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820 msgid "next" |
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821 msgstr "nächste" |
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822 |
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823 msgid "name" |
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824 msgstr "name" |
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825 |
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826 Note: the value for `msgid` is case sensitive. You can |
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827 see the msgid for static strings by looking for |
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828 ``CLASSHELPER_TRANSLATION_KEYWORDS`` in classhelper.js. |
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829 |
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830 4. Save the .po file. |
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831 |
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832 5. Restart your Roundup instance. |
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833 |
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834 This should display the missing translations, for more |
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835 details refer to the `translation (i18n) section of the |
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836 developers documentation |
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837 <developers.html#extracting-translatable-messages>`_. |
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838 |
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839 The default title used for read only popups can be changed by using |
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840 the translation mechanism. Use the following:: |
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841 |
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842 msgid "Info on {className} - {itemDesignator} - Classhelper" |
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843 msgstr "{itemDesignator} - info on {className}" |
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844 |
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845 in ``en.po`` to reformat the title for the English language. Note that |
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846 ``{classname}`` is only supported in the default title. |
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847 |
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848 In addition to the default template you can translate a title set |
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849 using ``data-popup-title`` by matching the template as the msgid. |
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850 Using an example above:: |
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851 |
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852 msgid "Nosy List Classhelper - {itemDesignator}" |
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853 msgstr "Nosy List Klassenhelfer - {itemDesignator}" |
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854 |
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855 placed in ``de.po`` will translate the title into German. |
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856 |
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857 Troubleshooting |
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858 --------------- |
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859 |
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860 The roundup-classhelper will fallback to using the classic |
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861 classhelper if: |
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862 |
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863 * the user doesn't have REST access |
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864 * the browser doesn't support web components |
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865 |
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866 It will display an alert modal dialog to the user before triggering |
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867 the classic classhelper as a fallback. A detailed error will be |
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868 printed to the browser console. The console is visible in devtools and |
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869 can be opened by pressing the ``F12`` key. |
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870 |
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871 You can disable the classhelper on a per URL basis by adding |
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872 ``#classhelper-wc-toggle`` to the end of the URL. This will prevent |
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873 the web component from starting up. |
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874 |
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875 Also you can set ``DISABLE_CLASSHELP = true`` at the top of |
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876 classhelper.js to disable the classhelper without having to make any |
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877 changes to your templates. |
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878 |
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879 Advanced Configuration |
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880 ---------------------- |
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881 |
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882 The classhelper.js file has a few tweakable options for use |
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883 by advanced users. The endpoint for the roles list requires |
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884 the user to have Admin rights. You can add your own roles |
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885 endpoint with a different authorization mechanism. The |
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886 following code can be added to your tracker's interfaces.py. |
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887 You can create this file if it doesn't exist. This code |
| 7979 | 888 creates a new REST endpoint at ``/rest/roles``:: |
|
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889 |
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890 from roundup.rest import Routing, RestfulInstance, _data_decorator |
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891 |
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892 class RestfulInstance: |
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893 |
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894 @Routing.route("/roles", 'GET') |
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895 @_data_decorator |
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896 def get_roles(self, input): |
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897 """Return all defined roles. The User class property |
|
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898 roles is a string but simulate it as a MultiLink |
|
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|
899 to an actual Roles class. |
|
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|
900 """ |
|
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|
901 return 200, {"collection": |
|
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|
902 [{"id": rolename,"name": rolename} |
|
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|
903 for rolename in list(self.db.security.role.keys())]} |
|
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|
904 |
|
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|
905 |
|
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|
906 See the `REST documentation <rest.html>`_ for details on |
|
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|
907 using ``interfaces.py`` to add new REST endpoints. |
|
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|
908 |
|
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|
909 The code above allows any user with REST access to see all |
|
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|
910 the roles defined in the tracker. |
|
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|
911 |
|
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|
912 To make classhelper.js use this new endpoint, look for:: |
|
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|
913 |
|
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|
914 |
|
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|
915 const ALTERNATIVE_DROPDOWN_PATHNAMES = { |
|
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|
916 "roles": "/rest/data/user/roles" |
|
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|
917 } |
|
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|
918 |
|
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|
919 and change it to:: |
|
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|
920 |
|
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|
921 const ALTERNATIVE_DROPDOWN_PATHNAMES = { |
|
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|
922 "roles": "/rest/roles" |
|
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|
923 } |
|
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|
924 |
|
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|
925 Users may have to perform a hard reload to cache this change |
|
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|
926 on their system. |
|
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|
927 |
|
6604
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|
928 Configuring native-fts Full Text Search |
|
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|
929 ======================================= |
|
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|
930 |
| 6612 | 931 Roundup release 2.2.0 supports database-native full text search. |
|
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|
932 SQLite (minimum version 3.9.0) with FTS5 and PostgreSQL (minimum |
|
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|
933 version 11.0) with websearch_to_tsvector are supported. |
|
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|
934 |
|
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|
935 To enable this method, change the ``indexer`` setting in the tracker's |
|
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|
936 config.ini to ``native-fts``. Then reindex using ``roundup-admin -i |
|
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|
937 tracker_home reindex``. The amount of time it takes to reindex |
|
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|
938 depends on the amount of data in your tracker, the speed of your |
|
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|
939 disks, etc. It can take hours. |
|
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|
940 |
|
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|
941 SQLite details |
|
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|
942 -------------- |
|
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|
943 |
|
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|
944 The SQLite native-fts changes the full text search query a little bit. |
|
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|
945 For the other search methods, the search terms are split on white |
|
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946 space and each item in the index: a field (e.g. title), message |
|
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|
947 content and file content is searched for all the terms. If any term is |
|
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|
948 missing that item is ignored. Once the items are found they are mapped |
|
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|
949 to an issue and the normal issue index is displayed. |
|
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Allow Roundup to use PostgreSQL database native full text search
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|
950 |
|
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|
951 When using FTS5, the search terms can use the full text search query |
|
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|
952 language described at: |
|
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|
953 https://www.sqlite.org/fts5.html#full_text_query_syntax. This |
|
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|
954 supports: |
|
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|
955 |
| 7593 | 956 * plain word search (joined by 'and', similar to other search methods) |
| 7367 | 957 * phrase search with terms enclosed in quotes (``"``) |
| 958 * proximity search with varying distances using ``NEAR()`` | |
| 959 * boolean operations by grouping with parentheses and using ``AND`` | |
| 960 and ``OR`` | |
| 961 * exclusion using ``NOT`` | |
| 962 * prefix searching by prefixing the term with``^`` | |
|
6604
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|
963 |
|
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|
964 All of the data that is indexed is in a single column, so when column |
|
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changeset
|
965 specifiers are used they usually result in an error which is detected |
|
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|
966 and an enhanced error message is produced. |
|
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|
967 |
|
6915
9ff091537f43
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|
968 Unlike the native, xapian and whoosh indexers there is no |
|
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|
969 limit to the length of terms that are indexed. Also |
|
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diff
changeset
|
970 stopwords are indexed but ignored when searching if they are |
|
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diff
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|
971 the only word in the search. So a search for "the" will |
|
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postgresql native-fts; more indexer tests
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parents:
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|
972 return no results but "the book" will return |
|
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|
973 results. Pre-filtering the stopwords when indexing would |
|
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parents:
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|
974 break proximity and phrase searching. This may be helpful or |
|
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John Rouillard <rouilj@ieee.org>
parents:
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|
975 problematic for your particular tracker. |
|
6604
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|
976 |
|
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changeset
|
977 To support the most languages available, the unicode61 tokenizer is |
|
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|
978 used without porter stemming. Using the ``indexer_language`` setting |
|
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|
979 to enable stemming for ``english`` is not available in this |
|
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|
980 implementation. Also ranking information is not used in this |
|
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|
981 implementation. These are areas for improvement. |
|
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|
982 |
|
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|
983 PostgreSQL info |
|
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diff
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|
984 --------------- |
|
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|
985 |
|
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
986 The PostgreSQL native-fts changes the full text search query a little |
|
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John Rouillard <rouilj@ieee.org>
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diff
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|
987 bit. When using PostgreSQL full text search, two different query |
|
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|
988 languages are supported. |
|
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|
989 |
|
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|
990 1. websearch - described at the end of |
|
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|
991 `Parsing Queries`_ under websearch_to_tsquery. This is the default. |
|
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|
992 |
|
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changeset
|
993 2. tsquery - described at the beginning of `Parsing Queries`_ with |
|
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|
994 to_tsquery. It is enabled by starting the search phrase with ``ts:``. |
|
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|
995 |
|
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|
996 .. _Parsing Queries: \ |
|
7962
828f79ae965b
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John Rouillard <rouilj@ieee.org>
parents:
7886
diff
changeset
|
997 https://www.postgresql.org/docs/current/textsearch-controls.html#TEXTSEARCH-PARSING-QUERIES |
|
6604
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998 |
|
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|
999 Websearch provides a more natural style of search and supports: |
|
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1000 |
|
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|
1001 * plain word search (stemmed in most cases) |
|
6613
2eec7a500333
Doc updates for indexers.
John Rouillard <rouilj@ieee.org>
parents:
6612
diff
changeset
|
1002 * phrase search with terms enclosed in quotes (``"``) |
|
6604
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1003 * exclusion by prefixing a term/phrase with ``-`` |
|
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|
1004 * alternative/or searching with ``or`` between terms |
|
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|
1005 * ignores non-word characters including punctuation |
|
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|
1006 |
|
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|
1007 Tsquery supports: |
|
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1008 |
|
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|
1009 * a strict query syntax |
|
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1010 * plain word search |
|
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1011 * phrase search with the ``<->`` operator or enclosing the phrase in |
|
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1012 ``'`` single quotes (note this will use a stemmer on the terms |
|
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1013 in the phrase). |
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1014 * proximity search with varying distances using ``<N>`` |
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1015 * boolean operations by grouping with parentheses and using ``&`` |
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1016 and ``|`` |
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1017 * exclusion using ``!`` |
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1018 * prefix searching using ``:*`` at the end of the prefix |
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1019 |
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1020 All of the data that is indexed is in a single column and input |
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1021 weighing is not used. |
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1022 |
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1023 Depending on the FTS configuration (determined by the |
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1024 ``indexer_language`` setting), stopwords are supported. PostgreSQL |
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1025 takes the stopwords into account when calculating the data needed for |
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1026 proximity/near searches. Like SQLite FTS, there is no limit to the |
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1027 length of terms that are indexed. Again this may be helpful or |
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1028 problematic for your particular tracker. |
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1029 |
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1030 The config.ini ``indexer_language`` setting is used to define the |
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1031 configuration used for indexing. For example with the default |
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1032 ``english`` setting a snowball stemmer (english_stem) is used. So |
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1033 words like 'drive' and 'driving' and 'drive-in' will all match a |
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1034 search for 'drive' but will not match 'driver'. |
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1035 |
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1036 The indexer_language is used as the configuration name for every call |
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1037 to the text search functions (to_tsvector, to_tsquery). Changing this |
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1038 requires reindexing. |
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1039 |
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1040 The `configuration list can be obtained using using psql's`_ |
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1041 ``\dF`` command. |
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1042 |
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1043 .. _configuration list can be obtained using using psql's: \ |
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1044 https://www.postgresql.org/docs/current/textsearch-psql.html |
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1045 |
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1046 Roundup includes a hardcoded list for all languages supported by |
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1047 PostgreSQL 14.1. The list includes 5 custom "languages" |
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1048 ``custom1`` ... ``custom5`` to allow you to set up your `own textsearch |
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1049 configuration`_ using one of the custom names. Depending on your |
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1050 PostgreSQL version, we may allow an invalid language to be configured. |
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1051 You will see an error about ``text search configuration ... does not |
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1052 exist``. |
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1053 |
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1054 .. _own textsearch configuration: \ |
|
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1055 https://www.postgresql.org/docs/current/textsearch-configuration.html |
|
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1056 |
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1057 It may be possible to append to this list using the tracker's |
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1058 interfaces.py. For details, see ``test/test_indexer.py`` in the |
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1059 roundup distribution and search for ``valid_langs``. If you succeed |
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1060 please email roundup-users AT lists.sourceforge.net with a description |
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1061 of your success. |
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1062 |
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1063 After changing the configuration language, you must reindex the |
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1064 tracker since the index must match the configuration language used for |
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1065 querying. |
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1066 |
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1067 Also there are various `dictionaries`_ that allow you to: |
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1068 |
| 7367 | 1069 * add stopwords |
| 1070 * override stemming for a term | |
| 1071 * add synonyms (e.g. a search for "pg" can also match 'psql' | |
| 1072 "postgresql") | |
| 1073 * add terms that expand/contract the search space (Thesaurus | |
| 1074 dictionary) | |
| 1075 * additional transforms | |
|
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1076 |
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1077 .. _dictionaries: https://www.postgresql.org/docs/14/textsearch-dictionaries.html |
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1078 |
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1079 Use of these is beyond this documentation. Please visit the |
|
6606
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postgresql database fts - add to CHANGES and add url to admin.
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1080 appropriate PostgreSQL documents. The following my also be helpful: |
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1081 |
|
7257
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update http to https url.
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1082 * https://rachbelaid.com/postgres-full-text-search-is-good-enough/ |
|
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1083 |
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1084 Ranking information is not used in this implementation. Also stop |
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1085 words set in config.ini are ignored. These are areas for improvement. |
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1086 |
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1087 Cleaning up old native indexes |
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1088 ------------------------------ |
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1089 |
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1090 If you are happy with the database fts indexing, you can save some space by |
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1091 removing the data from the native text indexing tables. This requires |
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1092 using the ``sqlite3`` or ``psql`` commands to execute SQL to delete the |
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1093 rows in the ``__textids`` and ``__words`` tables. You can do this with |
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1094 the following SQL commands:: |
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1095 |
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1096 delete from __words; |
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1097 delete from __textids; |
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1098 |
|
6814
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1099 Note this deletes data from the tables and does *not* delete |
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1100 the table. This allows you to revert to Roundup's native |
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1101 full text indexing on SQLite or Postgres. If you were to |
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1102 delete the tables, Roundup will not recreate the |
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1103 tables. Under PostgreSQL, you can use the ``truncate |
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1104 <tablename>`` command if you wish. |
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1105 |
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1106 Configuring Session Databases |
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1107 ============================= |
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1108 |
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1109 The session and OTK (one time key) databases |
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1110 store information about the operation of Roundup. |
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1111 This ephemeral data: |
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1112 |
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1113 * web login session keys, |
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1114 * CSRF tokens, |
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1115 * email password recovery one time keys, |
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1116 * rate limiting data, |
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1117 * ... |
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1118 |
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1119 can be a performance bottleneck. It usually happens with |
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1120 anydbm or SQLite backends. PostgreSQL and MySQL are |
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1121 sufficiently powerful that they can handle the higher |
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1122 transaction rates. |
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1123 |
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1124 If you are using sqlite, you can choose to use the anydbm |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1125 database for session data. By default it will use additional |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1126 sqlite databases for storing the session and otk data. |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1127 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
1128 The following table shows which primary databases support |
|
7381
2884ff18c944
Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
1129 different session database backends: |
|
6814
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1130 |
|
7886
2946354d6ccd
doc: replace X by + to indicate compatible options.
John Rouillard <rouilj@ieee.org>
parents:
7853
diff
changeset
|
1131 .. table:: D - default if unconfigured, + - compatible choice |
|
7381
2884ff18c944
Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
7367
diff
changeset
|
1132 :class: captionbelow |
|
6814
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1133 |
|
7381
2884ff18c944
Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
7367
diff
changeset
|
1134 +---------------+--------+--------+-------+-------+------------+ |
|
2884ff18c944
Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
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diff
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|
1135 | | session db | |
|
2884ff18c944
Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
7367
diff
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|
1136 +---------------+--------+--------+-------+-------+------------+ |
|
2884ff18c944
Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
7367
diff
changeset
|
1137 |primary db | anydbm | sqlite | redis | mysql | postgresql | |
|
2884ff18c944
Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
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diff
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|
1138 +===============+========+========+=======+=======+============+ |
|
8016
098ceff38349
docs: escape + in table, prevent it from starting an unordered list
John Rouillard <rouilj@ieee.org>
parents:
8015
diff
changeset
|
1139 |anydbm | D | | \+ | | | |
|
7381
2884ff18c944
Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
7367
diff
changeset
|
1140 +---------------+--------+--------+-------+-------+------------+ |
|
8016
098ceff38349
docs: escape + in table, prevent it from starting an unordered list
John Rouillard <rouilj@ieee.org>
parents:
8015
diff
changeset
|
1141 |sqlite | \+ | D | \+ | | | |
|
7381
2884ff18c944
Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
1142 +---------------+--------+--------+-------+-------+------------+ |
|
2884ff18c944
Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
7367
diff
changeset
|
1143 |mysql | | | | D | | |
|
2884ff18c944
Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
7367
diff
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|
1144 +---------------+--------+--------+-------+-------+------------+ |
|
2884ff18c944
Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
7367
diff
changeset
|
1145 |postgresql | | | | | D | |
|
2884ff18c944
Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
7367
diff
changeset
|
1146 +---------------+--------+--------+-------+-------+------------+ |
|
6814
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Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
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diff
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|
1147 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1148 The ``backend`` setting is in the tracker's ``config.ini`` |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1149 file under the ``sessiondb`` section. |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1150 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1151 Using Redis for Session Databases |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1152 --------------------------------- |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
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|
1153 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1154 Redis is an in memory key/value data structure store. |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1155 |
|
6819
1319ab13f286
redis works with python 2.7 too.
John Rouillard <rouilj@ieee.org>
parents:
6814
diff
changeset
|
1156 You need to install the redis-py_ module from pypi. Then |
|
1319ab13f286
redis works with python 2.7 too.
John Rouillard <rouilj@ieee.org>
parents:
6814
diff
changeset
|
1157 install Redis using your package manager or by downloading |
|
1319ab13f286
redis works with python 2.7 too.
John Rouillard <rouilj@ieee.org>
parents:
6814
diff
changeset
|
1158 it from the Redis_ website. |
|
6814
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1159 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1160 You need to secure your redis instance. The data that |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1161 Roundup stores includes session cookies and other |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1162 authentication tokens. At minimum you should require a |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1163 password to connect to your redis database. Set |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1164 ``requirepass`` in ``redis.conf``. Then change the |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1165 ``redis_url`` in ``config.ini`` to use the password. |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1166 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1167 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1168 For example:: |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1169 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1170 redis://:mypassword@localhost:7200/10 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1171 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1172 will connect to the redis instance running on localhost at |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1173 port 7200 using the password ``mypassword`` to open database |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1174 10. The ``redis_url`` setting can load a file to better |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1175 secure the url. If you are using redis 6.0 or newer, you can |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1176 specify a username/password and access control lists to |
|
7238
98d7936d97a3
Add section on configuring Content Security Policy (CSP)
John Rouillard <rouilj@ieee.org>
parents:
7093
diff
changeset
|
1177 improve the security of your data. Another good alternative |
|
6814
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1178 is to talk to redis using a Unix domain socket. |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1179 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1180 If you are connecting to redis across the network rather |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1181 than on localhost, you should configure ssl/tls and use the |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1182 ``rediss`` scheme in the url along with the query |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1183 parameters:: |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1184 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1185 ssl_cert_reqs=required&ssl_ca_certs=/path/to/custom/ca-cert |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1186 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1187 where you specify the file that can be used to validate the |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1188 SSL certificate. `Securing Redis`_ has more details. |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1189 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1190 .. _Redis: https://redis.io |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1191 .. _redis-py: https://pypi.org/project/redis/ |
|
8055
335b8a40e355
docs: update link to redis.io security doc.
John Rouillard <rouilj@ieee.org>
parents:
8041
diff
changeset
|
1192 .. _Securing Redis: https://redis.io/docs/latest/operate/oss_and_stack/management/security/ |
|
6814
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1193 |
|
6458
8f1b91756457
issue2551147 - Enable compression of http responses in roundup.
John Rouillard <rouilj@ieee.org>
parents:
6436
diff
changeset
|
1194 |
|
2003
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1195 Users and Security |
|
a291bf753037
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1196 ================== |
|
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
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|
1197 |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1198 Roundup holds its own user database which primarily contains a username, |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1199 password and email address for the user. Roundup *must* have its own user |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1200 listing, in order to maintain internal consistency of its data. It is a |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1201 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
|
1202 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
|
1203 :ref:`unix passwd file<external-authentication>`, |
|
6265
b2eb59ada444
Replace http:....roundup-tracker.org with https. Also fix wiki links.
John Rouillard <rouilj@ieee.org>
parents:
6227
diff
changeset
|
1204 `LDAP <https://wiki.roundup-tracker.org/LDAPLogin>`_, etc.) |
|
2003
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maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1205 |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1206 Roundup identifies users in a number of ways: |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1207 |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1208 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
|
1209 Authentication or cookie authentication. If you are running the web |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1210 server (roundup-server) through another HTTP server (eg. apache or IIS) |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1211 then that server may require HTTP Basic Authentication, and it will pass |
|
6436
1f2f7c0b8968
issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents:
6344
diff
changeset
|
1212 the ``REMOTE_USER`` variable (or variable defined using |
|
1f2f7c0b8968
issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents:
6344
diff
changeset
|
1213 http_auth_header) through to Roundup. If this variable is not |
|
2003
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1214 present, then Roundup defaults to using its own cookie-based login |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1215 mechanism. |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1216 2. In email messages handled by roundup-mailgw, users are identified by the |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1217 From address in the message. |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1218 |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1219 In both cases, Roundup's behaviour when dealing with unknown users is |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1220 controlled by Permissions defined in the "SECURITY SETTINGS" section of the |
|
2983
9614a101b68f
Stuff from the train ride this morning:
Richard Jones <richard@users.sourceforge.net>
parents:
2921
diff
changeset
|
1221 tracker's ``schema.py`` module: |
|
2003
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1222 |
|
6751
2f7b653b7d6f
Replace old Web Registration/Email Registration with modern equiv.
John Rouillard <rouilj@ieee.org>
parents:
6727
diff
changeset
|
1223 Web Access and Register |
|
2003
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1224 If granted to the Anonymous Role, then anonymous users will be able to |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1225 register through the web. |
|
6751
2f7b653b7d6f
Replace old Web Registration/Email Registration with modern equiv.
John Rouillard <rouilj@ieee.org>
parents:
6727
diff
changeset
|
1226 Email Access and Register |
|
2003
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1227 If granted to the Anonymous Role, then email messages from unknown users |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1228 will result in those users being registered with the tracker. |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1229 |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1230 More information about how to customise your tracker's security settings |
|
7354
692242b3effd
initial pass to change references to reference doc where needed.
John Rouillard <rouilj@ieee.org>
parents:
7335
diff
changeset
|
1231 may be found in the `reference documentation`_. |
|
2003
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1232 |
|
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|
1233 Configuring Authentication Header/Variable |
|
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1234 ------------------------------------------ |
|
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1235 |
|
7238
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Add section on configuring Content Security Policy (CSP)
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|
1236 The front end server running Roundup can perform the user |
|
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1237 authentication. It pass the authenticated username to the backend in a |
|
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|
1238 variable. By default roundup looks for the ``REMOTE_USER`` variable |
|
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1239 This can be changed by setting the parameter ``http_auth_header`` in the |
|
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|
1240 ``[web]`` section of the tracker's ``config.ini`` file. If the value |
|
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|
1241 is unset (the default) the REMOTE_USER variable is used. |
|
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1242 |
|
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|
1243 If you are running roundup using ``roundup-server`` behind a proxy |
|
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1244 that authenticates the user you need to configure ``roundup-server`` to |
|
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|
1245 pass the proper header to the tracker. By default ``roundup-server`` |
|
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|
1246 looks for the ``REMOTE_USER`` header for the authenticated user. You |
|
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|
1247 can copy an arbitrary header variable to the tracker using the ``-I`` |
|
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|
1248 option to roundup-server (or the equivalent option in the |
|
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|
1249 roundup-server config file). |
|
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1250 |
|
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|
1251 For example to use the ``uid_variable`` header, two configuration |
|
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1252 changes are needed: First configure ``roundup-server`` to pass the |
|
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|
1253 header to the tracker using:: |
|
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1254 |
|
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|
1255 roundup-server -I uid_variable .... |
|
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1256 |
|
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|
1257 note that the header is passed exactly as supplied by the upstream |
|
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1258 server. It is **not** prefixed with ``HTTP_`` like other headers since |
|
7615
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doc: remove whitelist replace with allowing
John Rouillard <rouilj@ieee.org>
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|
1259 you are explicitly allowing the header. Multiple comma separated |
|
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|
1260 headers can be passed to the ``-I`` option. These could be used in a |
|
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|
1261 detector or other tracker extensions, but only one header can be used |
|
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|
1262 by the tracker as an authentication header. |
|
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|
1263 |
| 7594 | 1264 To make the tracker honor the new variable, change the tracker's |
|
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|
1265 ``config.ini`` to read:: |
|
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1266 |
|
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1267 [web] |
|
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1268 ... |
|
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|
1269 http_auth_header = uid_variable |
|
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1270 |
|
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|
1271 At the time this is written, support is experimental. If you use it |
|
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|
1272 you should notify the roundup maintainers using the roundup-users |
|
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|
1273 mailing list. |
|
2572
d15b71b8a85a
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|
1274 |
|
7306
1aad478fc03f
Add section on Securing Secrets
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|
1275 |
|
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|
1276 Securing Secrets |
|
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|
1277 ================ |
|
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|
1278 |
|
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|
1279 Roundup can read secrets from a file that is referenced from any |
|
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|
1280 of the config.ini files. If you use Docker, you can bind mount |
|
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|
1281 the files from a secure location, or store them in a subdirectory |
|
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|
1282 of the tracker home. |
|
1aad478fc03f
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|
1283 |
|
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|
1284 You can also use a secrets management tool like Docker Swarm's |
|
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|
1285 secrets management. This example config.ini configuration gets |
|
1aad478fc03f
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|
1286 the database password from a file populated by Swarm secrets:: |
|
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|
1287 |
|
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|
1288 [rdbms] |
|
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|
1289 # Database user password. |
|
1aad478fc03f
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|
1290 # A string that starts with 'file://' is interpreted as a file |
|
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|
1291 # path relative to the tracker home. Using 'file:///' defines |
|
1aad478fc03f
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|
1292 # an absolute path. The first line of the file will be used as |
|
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|
1293 # the value. Any string that does not start with 'file://' is |
|
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|
1294 # used as is. It removes any whitespace at the end of the |
|
1aad478fc03f
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|
1295 # line, so a newline can be put in the file. |
|
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|
1296 # |
|
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|
1297 # Default: roundup |
|
1aad478fc03f
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|
1298 password = file:///run/secrets/db_password |
|
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|
1299 |
|
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|
1300 assuming that Docker Swarm secrets has the key ``db_password`` |
|
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1301 and the ``--secret db_password`` option is used when starting the |
|
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|
1302 Roundup service. |
|
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|
1303 |
|
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|
1304 Because environment variables can be inadvertently exposed in |
|
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|
1305 logs or process listings, Roundup does not currently support |
|
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|
1306 loading secrets from environment variables. |
|
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|
1307 |
|
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|
1308 Tasks |
|
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|
1309 ===== |
|
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|
1310 |
|
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|
1311 Maintenance of Roundup can involve one of the following: |
|
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|
1312 |
|
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1313 1. `tracker backup`_ |
|
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|
1314 2. `software upgrade`_ |
|
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1315 3. `migrating backends`_ |
|
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diff
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|
1316 4. `moving a tracker`_ |
| 3250 | 1317 5. `migrating from other software`_ |
|
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1318 6. `adding a user from the command-line`_ |
|
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1319 |
|
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1320 |
|
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|
1321 Tracker Backup |
|
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|
1322 -------------- |
|
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1323 |
|
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1324 The roundup-admin import and export commands are **not** recommended for |
|
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1325 performing backup. |
|
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1326 |
|
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1327 Optionally stop the web and email frontends and to copy the contents of the |
|
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1328 tracker home directory to some other place using standard backup tools. |
|
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1329 This means using |
|
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1330 *pg_dump* to take a snapshot of your Postgres backend database, for example. |
|
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|
1331 A simple copy of the tracker home (and files storage area if you've configured |
|
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1332 it to be elsewhere) will then complete the backup. |
|
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1333 |
|
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1334 |
|
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|
1335 Software Upgrade |
|
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|
1336 ---------------- |
|
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|
1337 |
| 6781 | 1338 .. _make a backup: #tracker-backup |
| 1339 | |
| 1340 Always `make a backup`_ of your tracker before upgrading software. | |
| 1341 Steps you may take: | |
|
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1342 |
|
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1343 1. Install pytest and ensure that the unit tests run on your system |
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1344 (using your preferred python version):: |
| 2474 | 1345 |
|
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1346 pip2 install pytest |
|
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1347 python2 -m pytest test/ |
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1348 |
|
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1349 |
|
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1350 pip3 install pytest |
|
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1351 python3 -m pytest test/ |
| 2474 | 1352 |
|
2387
4962f99aaa27
*** empty log message ***
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|
1353 2. If you're using an RDBMS backend, make a backup of its contents now. |
|
2478
3ab2b91cdd2c
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|
1354 3. Make a backup of the tracker home itself. |
|
8041
704757c71b84
docs: use virtual env for upgrade; stop cron jobs.
John Rouillard <rouilj@ieee.org>
parents:
8039
diff
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|
1355 4. Stop the tracker web, email frontends and any scheduled |
|
704757c71b84
docs: use virtual env for upgrade; stop cron jobs.
John Rouillard <rouilj@ieee.org>
parents:
8039
diff
changeset
|
1356 (cron) jobs that access the tracker. |
|
704757c71b84
docs: use virtual env for upgrade; stop cron jobs.
John Rouillard <rouilj@ieee.org>
parents:
8039
diff
changeset
|
1357 5. Install the new version of the software in a new virtual |
|
704757c71b84
docs: use virtual env for upgrade; stop cron jobs.
John Rouillard <rouilj@ieee.org>
parents:
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diff
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|
1358 environment:: |
|
4014
b80224c1f4e3
fix poor docs
Richard Jones <richard@users.sourceforge.net>
parents:
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|
1359 |
|
8041
704757c71b84
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John Rouillard <rouilj@ieee.org>
parents:
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diff
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|
1360 python3 -m venv /path/to/env |
|
704757c71b84
docs: use virtual env for upgrade; stop cron jobs.
John Rouillard <rouilj@ieee.org>
parents:
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diff
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|
1361 . /path/to/env/bin/activate |
|
704757c71b84
docs: use virtual env for upgrade; stop cron jobs.
John Rouillard <rouilj@ieee.org>
parents:
8039
diff
changeset
|
1362 python3 pip install roundup |
|
4014
b80224c1f4e3
fix poor docs
Richard Jones <richard@users.sourceforge.net>
parents:
3963
diff
changeset
|
1363 |
| 6781 | 1364 6. Follow the steps in the `upgrading documentation`_ for all the |
|
6814
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
1365 versions between your original version and the new version. |
|
3963
3230f9c88086
Fix race condition for key properties in rdbms backends [SF#1876683]
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parents:
3959
diff
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|
1366 |
| 6781 | 1367 Usually you should run `roundup_admin -i <tracker_home> migrate` |
| 1368 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
|
1369 |
|
3230f9c88086
Fix race condition for key properties in rdbms backends [SF#1876683]
Richard Jones <richard@users.sourceforge.net>
parents:
3959
diff
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|
1370 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:
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diff
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|
1371 habit. |
|
4014
b80224c1f4e3
fix poor docs
Richard Jones <richard@users.sourceforge.net>
parents:
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diff
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|
1372 7. Restart your tracker web and email frontends. |
|
2003
a291bf753037
maintenance -> admin guide
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parents:
diff
changeset
|
1373 |
| 2474 | 1374 If something bad happens, you may reinstate your backup of the tracker and |
| 1375 reinstall the older version of the sofware using the same install command:: | |
| 1376 | |
| 1377 python setup.py install | |
| 1378 | |
| 6163 | 1379 .. 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
|
1380 single: roundup-admin; import and export |
| 6163 | 1381 |
|
2003
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1382 Migrating Backends |
|
a291bf753037
maintenance -> admin guide
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parents:
diff
changeset
|
1383 ------------------ |
|
a291bf753037
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1384 |
|
3781
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
changeset
|
1385 1. Stop the existing tracker web and email frontends (preventing changes). |
|
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
changeset
|
1386 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
|
1387 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
|
1388 `issue1441336 <https://issues.roundup-tracker.org/issue1441336>`_ |
|
4f74b97dddcd
Doc how to export on windows.
John Rouillard <rouilj@ieee.org>
parents:
5300
diff
changeset
|
1389 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
|
1390 export data.) |
|
3781
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
changeset
|
1391 3. Copy the tracker home to a new directory. |
|
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
changeset
|
1392 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
|
1393 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
|
1394 section of the tracker's ``config.ini`` file. |
|
3781
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
changeset
|
1395 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
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|
1396 the new tracker home. If non-interactively:: |
|
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
changeset
|
1397 |
|
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
changeset
|
1398 roundup-admin -i <tracker home> import <tracker export dir> |
|
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
changeset
|
1399 |
|
4567
32b24abfe98e
Documentation polishing.
Eric S. Raymond <esr@thyrsus.com>
parents:
4489
diff
changeset
|
1400 If interactively, enter 'commit' before exiting. |
|
3781
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
changeset
|
1401 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
|
1402 backend. |
|
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
changeset
|
1403 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
|
1404 move the new tracker home into its place. |
|
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
changeset
|
1405 9. Restart web and email frontends. |
|
2003
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1406 |
|
7668
5b41018617f2
fix: out of memory error when importing under postgresql
John Rouillard <rouilj@ieee.org>
parents:
7667
diff
changeset
|
1407 If you are importing into PostgreSQL, it autocommits the data every |
|
5b41018617f2
fix: out of memory error when importing under postgresql
John Rouillard <rouilj@ieee.org>
parents:
7667
diff
changeset
|
1408 10000 objects/rows by default. This can slow down importing, but it |
|
5b41018617f2
fix: out of memory error when importing under postgresql
John Rouillard <rouilj@ieee.org>
parents:
7667
diff
changeset
|
1409 prevents an out of memory error caused by using a savepoint for each |
|
5b41018617f2
fix: out of memory error when importing under postgresql
John Rouillard <rouilj@ieee.org>
parents:
7667
diff
changeset
|
1410 object. You can control the commit frequency by using:: |
|
5b41018617f2
fix: out of memory error when importing under postgresql
John Rouillard <rouilj@ieee.org>
parents:
7667
diff
changeset
|
1411 |
|
5b41018617f2
fix: out of memory error when importing under postgresql
John Rouillard <rouilj@ieee.org>
parents:
7667
diff
changeset
|
1412 pragma savepoint_limit=20000 |
|
5b41018617f2
fix: out of memory error when importing under postgresql
John Rouillard <rouilj@ieee.org>
parents:
7667
diff
changeset
|
1413 |
|
5b41018617f2
fix: out of memory error when importing under postgresql
John Rouillard <rouilj@ieee.org>
parents:
7667
diff
changeset
|
1414 to set a higher or lower number in roundup-admin. In this example a |
|
5b41018617f2
fix: out of memory error when importing under postgresql
John Rouillard <rouilj@ieee.org>
parents:
7667
diff
changeset
|
1415 commit will be done every 20,000 objects/rows. The pragma can also be |
|
5b41018617f2
fix: out of memory error when importing under postgresql
John Rouillard <rouilj@ieee.org>
parents:
7667
diff
changeset
|
1416 set on the roundup-admin command line as described below. |
|
2003
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1417 |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1418 Moving a Tracker |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1419 ---------------- |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1420 |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1421 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
|
1422 |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1423 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
|
1424 2. stop the existing tracker web and email frontends (preventing changes), |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1425 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
|
1426 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
|
1427 |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1428 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
|
1429 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
|
1430 moved using the above steps) then you'll need to: |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1431 |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1432 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
|
1433 2. stop the existing tracker web and email frontends (preventing changes), |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1434 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
|
1435 the existing tracker, |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1436 4. copy the export to the new machine, |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1437 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
|
1438 machine, and |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1439 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
|
1440 |
| 6163 | 1441 .. index:: |
| 1442 pair: roundup; migrate from other bugtracker software | |
|
2003
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1443 |
| 3250 | 1444 Migrating From Other Software |
| 1445 ----------------------------- | |
| 1446 | |
| 1447 You have a couple of choices. You can either use a CSV import into Roundup, | |
| 1448 or you can write a simple Python script which uses the Roundup API | |
| 1449 directly. The latter is almost always simpler -- see the "scripts" | |
| 1450 directory in the Roundup source for some example uses of the API. | |
| 1451 | |
|
3780
158e31bbf86a
recent patch had lines longer than 80 chars - rewrap; trim trailing spaces
Alexander Smishlajev <a1s@users.sourceforge.net>
parents:
3779
diff
changeset
|
1452 "roundup-admin import" will import data into your tracker from a |
| 3250 | 1453 directory containing files with the following format: |
| 1454 | |
| 1455 - one colon-separated-values file per Class with columns for each property, | |
| 1456 named <classname>.csv | |
| 1457 - one colon-separated-values file per Class with journal information, | |
| 1458 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
|
1459 - if the Class is a FileClass, you may have the "content" property |
| 3250 | 1460 stored in separate files from the csv files. This goes in a directory |
| 1461 structure:: | |
| 1462 | |
| 1463 <classname>-files/<N>/<designator> | |
| 1464 | |
| 1465 where ``<designator>`` is the item's ``<classname><id>`` combination. | |
| 1466 The ``<N>`` value is ``int(<id> / 1000)``. | |
| 1467 | |
| 1468 | |
| 6163 | 1469 .. index:: pair: roundup-admin; managing users |
| 1470 | |
|
3341
df693c0aaba9
more admin guide goodness
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parents:
3282
diff
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|
1471 Adding A User From The Command-Line |
|
df693c0aaba9
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parents:
3282
diff
changeset
|
1472 ----------------------------------- |
|
df693c0aaba9
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parents:
3282
diff
changeset
|
1473 |
|
df693c0aaba9
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parents:
3282
diff
changeset
|
1474 The ``roundup-admin`` program can create any data you wish to in the |
|
df693c0aaba9
more admin guide goodness
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parents:
3282
diff
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|
1475 database. To create a new user, use:: |
|
df693c0aaba9
more admin guide goodness
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parents:
3282
diff
changeset
|
1476 |
|
df693c0aaba9
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parents:
3282
diff
changeset
|
1477 roundup-admin create user |
|
df693c0aaba9
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parents:
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diff
changeset
|
1478 |
|
df693c0aaba9
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parents:
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diff
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|
1479 To figure out what good values might be for some of the fields (eg. Roles) |
|
df693c0aaba9
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parents:
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diff
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|
1480 you can just display another user:: |
|
df693c0aaba9
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parents:
3282
diff
changeset
|
1481 |
|
df693c0aaba9
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parents:
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diff
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|
1482 roundup-admin list user |
|
df693c0aaba9
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parents:
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diff
changeset
|
1483 |
|
df693c0aaba9
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parents:
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diff
changeset
|
1484 (or if you know their username, and it happens to be "richard"):: |
|
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parents:
3282
diff
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|
1485 |
|
6176
d25638d1826c
Add roundup-admin filter command; fix bad doc example; add tests
John Rouillard <rouilj@ieee.org>
parents:
6175
diff
changeset
|
1486 roundup-admin filter user username=richard |
|
3341
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parents:
3282
diff
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|
1487 |
|
6176
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John Rouillard <rouilj@ieee.org>
parents:
6175
diff
changeset
|
1488 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:
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diff
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|
1489 commands, you may display the user's details:: |
|
3341
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parents:
3282
diff
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|
1490 |
|
6176
d25638d1826c
Add roundup-admin filter command; fix bad doc example; add tests
John Rouillard <rouilj@ieee.org>
parents:
6175
diff
changeset
|
1491 roundup-admin display <designator> |
|
3341
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parents:
3282
diff
changeset
|
1492 |
|
6176
d25638d1826c
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John Rouillard <rouilj@ieee.org>
parents:
6175
diff
changeset
|
1493 where designator is ``user5``. |
|
3341
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|
1494 |
|
2177
a276e2531321
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Richard Jones <richard@users.sourceforge.net>
parents:
2068
diff
changeset
|
1495 Running the Servers |
|
a276e2531321
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parents:
2068
diff
changeset
|
1496 =================== |
|
a276e2531321
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parents:
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diff
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|
1497 |
|
a276e2531321
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diff
changeset
|
1498 Unix |
|
a276e2531321
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parents:
2068
diff
changeset
|
1499 ---- |
|
a276e2531321
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parents:
2068
diff
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|
1500 |
|
a276e2531321
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parents:
2068
diff
changeset
|
1501 On Unix systems, use the scripts/server-ctl script to control the |
|
a276e2531321
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Richard Jones <richard@users.sourceforge.net>
parents:
2068
diff
changeset
|
1502 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:
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1503 to reflect your specific installation. |
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1504 |
|
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1505 If you use systemd look at scripts/systemd.gunicorn. It is configured |
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1506 for a wsgi deployment using gunicorn, but may be a good starting |
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1507 point for your setup. |
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1508 |
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1509 Windows |
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1510 ------- |
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1511 |
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1512 On Windows, the roundup-server program runs as a Windows Service, and |
|
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1513 therefore may be controlled through the Services control panel. Note |
|
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1514 that you **must** install the pywin32 package to allow roundup to |
|
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1515 run as a service. The roundup-server program may also control the |
|
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1516 service directly: |
|
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1517 |
|
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1518 **install the service** |
|
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1519 ``roundup-server -C /path/to/my/roundup-server.ini -c install`` |
|
2405
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1520 **start the service** |
|
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1521 ``roundup-server -c start`` |
|
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|
1522 **stop the service** |
|
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1523 ``roundup-server -c stop`` |
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1524 |
|
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1525 To bring up the services panel: |
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1526 |
|
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|
1527 Windows 2000 and later |
|
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1528 Start/Control Panel/Administrative Tools/Services |
|
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1529 Windows NT4 |
|
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1530 Start/Control Panel/Services |
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1531 |
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1532 You will need a server configuration file (as described in |
|
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|
1533 `Configuring roundup-server`_) for specifying tracker homes |
|
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1534 and other roundup-server configuration. Specify the name of |
|
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1535 this file using the ``-C`` switch when installing the service. |
|
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1536 |
|
2203
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|
1537 Running the Mail Gateway Script |
|
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|
1538 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
|
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|
1539 |
|
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|
1540 The mail gateway script should be scheduled to run regularly on your |
|
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1541 Windows server. Normally this will result in a window popping up. The |
|
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|
1542 solution to this is to: |
|
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|
1543 |
|
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|
1544 1. Create a new local account on the Roundup server |
|
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1545 2. Set the scheduled task to run in the context of this user instead |
|
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|
1546 of your normal login |
|
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|
1547 |
|
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1548 Mail gateway script command line |
|
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1549 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
|
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1550 |
|
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1551 Usage:: |
|
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1552 |
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1553 usage: roundup_mailgw.py [-h] [-v] [-c DEFAULT_CLASS] [-I OAUTH_CLIENT_ID] |
|
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1554 [-O OAUTH_DIRECTORY] [-S SET_VALUE] |
|
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1555 [-T OAUTH_TOKEN_ENDPOINT] |
|
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1556 [args ...] |
|
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1557 |
|
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|
1558 |
|
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1559 The roundup mail gateway may be called in one of three ways: |
|
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|
1560 |
| 7367 | 1561 - without arguments. Then the env var ROUNDUP_INSTANCE will be tried. |
| 1562 - with an instance home as the only argument, | |
| 1563 - with both an instance home and a mail spool file, or | |
| 1564 - with an instance home, a mail source type and its specification. | |
|
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1565 |
|
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|
1566 It also supports optional ``-S`` (or ``--set-value``) arguments that allows you |
|
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1567 to set fields for a class created by the roundup-mailgw. The format for |
|
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1568 this option is [class.]property=value where class can be omitted and |
|
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1569 defaults to msg. The ``-S`` options uses the same |
|
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1570 property=value[;property=value] notation accepted by the command line |
|
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1571 roundup command or the commands that can be given on the Subject line of |
|
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1572 an email message (if you're using multiple properties delimited with a |
|
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1573 semicolon the class must be specified only once in the beginning). |
|
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1574 |
|
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1575 It can let you set the type of the message on a per e-mail address basis |
|
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1576 by calling roundup-mailgw with different email addresses and other |
|
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1577 settings. |
|
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1578 |
|
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|
1579 PIPE: |
|
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1580 If there is no mail source specified, the mail gateway reads a single |
|
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1581 message from the standard input and submits the message to the |
|
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|
1582 roundup.mailgw module. |
|
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1583 |
|
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|
1584 UNIX mailbox: |
|
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1585 In this case, the gateway reads all messages from the UNIX mail spool |
|
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1586 file and submits each in turn to the roundup.mailgw module. The file is |
|
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1587 emptied once all messages have been successfully handled. The file is |
|
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1588 specified as:: |
|
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1589 |
|
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1590 mailbox /path/to/mailbox |
|
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1591 |
|
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1592 In all of the following mail source types, the username and password |
|
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1593 can be stored in a ``~/.netrc`` file. If done so, only the server name |
|
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1594 needs to be specified on the command-line. |
|
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1595 The username and/or password will be prompted for if not supplied on |
|
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1596 the command-line or in ``~/.netrc``. |
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1597 |
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1598 POP: |
|
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1599 For the mail source "pop", the gateway reads all messages from the POP |
|
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1600 server specified and submits each in turn to the roundup.mailgw module. |
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|
1601 The server is specified as:: |
|
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1602 |
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1603 pop username:password@server |
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1604 |
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1605 The username and password may be omitted:: |
|
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1606 |
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1607 pop username@server |
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1608 pop server |
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1609 |
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1610 are both valid. |
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1611 |
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1612 POPS: |
|
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1613 Connect to a POP server over tls/ssl. |
|
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1614 This supports the same notation as POP:: |
|
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1615 |
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1616 pops username:password@server |
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1617 |
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1618 APOP: |
|
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1619 Same as POP, but using Authenticated POP:: |
|
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1620 |
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|
1621 apop username:password@server |
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1622 |
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1623 IMAP: |
|
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1624 Connect to an IMAP server. This supports the same notation as that of |
|
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|
1625 POP mail:: |
|
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1626 |
|
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|
1627 imap username:password@server |
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1628 |
|
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|
1629 It also allows you to specify a specific mailbox other than INBOX using |
|
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|
1630 this format:: |
|
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1631 |
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|
1632 imap username:password@server mailbox |
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1633 |
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1634 IMAPS: |
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1635 Connect to an IMAP server over tls/ssl. |
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|
1636 This supports the same notation as IMAP:: |
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1637 |
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1638 imaps username:password@server [mailbox] |
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1639 |
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1640 IMAPS_CRAM: |
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1641 Connect to an IMAP server over tls/ssl using CRAM-MD5 authentication. |
|
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|
1642 This supports the same notation as IMAP:: |
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1643 |
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1644 imaps_cram username:password@server [mailbox] |
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1645 |
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1646 IMAPS_OAUTH: |
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1647 Connect to an IMAP server over tls/ssl using OAUTH authentication. |
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1648 Note that this does not support a password in imaps URLs. |
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|
1649 Instead it uses only the user and server and a command-line option for |
|
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1650 the directory with the files ``access_token``, ``refresh_token``, |
|
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|
1651 ``client_secret``, and ``client_id``. |
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|
1652 By default this directory is ``oauth`` in your tracker home directory. The |
|
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|
1653 access token is tried first and, if expired, the refresh token together |
|
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|
1654 with the client secret is used to retrieve a new access token. Note that |
|
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|
1655 both token files need to be *writeable*, the access token is |
|
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|
1656 continuously replaced and some cloud providers may also renew the |
|
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|
1657 refresh token from time to time:: |
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1658 |
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|
1659 imaps_oauth username@server [mailbox] |
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1660 |
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|
1661 The refresh and access tokens (the latter can be left empty), the |
|
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|
1662 client id and the client secret need to be retrieved via cloud provider |
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1663 specific protocols or websites. |
|
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1664 |
|
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1665 You need the requests_ library installed to ue the IMAPS_OAUTH method. |
|
7279
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1666 |
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1667 .. _requests: https://requests.readthedocs.io/en/latest/ |
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1668 |
|
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1669 .. index:: ! roundup-admin |
|
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|
1670 single: roundup-admin; usage |
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|
1671 single: roundup-admin; data formats |
|
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|
1672 single: roundup-admin; man page reference |
|
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|
1673 pair: roundup-admin; designator |
|
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|
1674 |
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|
1675 Using roundup-admin |
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|
1676 =================== |
|
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|
1677 |
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|
1678 Part of the installation includes a man page for roundup-admin. Ypu |
| 6175 | 1679 should be able to read it using ``man roundup-admin``. As shown above, |
|
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|
1680 it is a generic tool for manipulating the underlying database for you |
|
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|
1681 tracker. |
|
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|
1682 |
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|
1683 Examples above show how to use it to: |
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|
1684 |
| 7367 | 1685 * install and initialize a new tracker |
| 1686 * export/import tracker data for migrating between backends | |
| 7477 | 1687 * creating a new user from the command line |
| 7367 | 1688 * list/find users in the tracker |
|
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|
1689 |
|
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|
1690 The basic usage is: |
|
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|
1691 |
|
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|
1692 .. code-block:: text |
|
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|
1693 |
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|
1694 Usage: roundup-admin [options] [<command> <arguments>] |
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1695 |
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|
1696 Options: |
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1697 -i instance home -- specify the issue tracker "home directory" to administer |
|
7395
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1698 -u -- the user[:password] to use for commands (default admin) |
|
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1699 -d -- print full designators not just class id numbers |
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1700 -c -- when outputting lists of data, comma-separate them. |
|
7395
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|
1701 Same as '-S ","'. |
|
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1702 -S <string> -- when outputting lists of data, string-separate them |
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1703 -s -- when outputting lists of data, space-separate them. |
|
7395
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|
1704 Same as '-S " "'. |
|
7546
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|
1705 -P pragma=value -- Set a pragma on command line rather than interactively. |
|
534f8bdb8f94
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1706 Can be used multiple times. |
|
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1707 -V -- be verbose when importing |
|
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1708 -v -- report Roundup and Python versions (and quit) |
|
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1709 |
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1710 Only one of -s, -c or -S can be specified. |
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1711 |
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|
1712 Help: |
|
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|
1713 roundup-admin -h |
|
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|
1714 roundup-admin help -- this help |
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|
1715 roundup-admin help <command> -- command-specific help |
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1716 roundup-admin help all -- all available help |
|
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1717 |
|
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|
1718 Commands: |
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|
1719 commit |
|
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|
1720 create classname property=value ... |
|
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|
1721 display designator[,designator]* |
|
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|
1722 export [[-]class[,class]] export_dir |
|
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|
1723 exporttables [[-]class[,class]] export_dir |
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|
1724 filter classname propname=value ... |
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|
1725 find classname propname=value ... |
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|
1726 genconfig <filename> |
|
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|
1727 get property designator[,designator]* |
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|
1728 help topic |
|
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|
1729 history designator [skipquiet] [raw] |
|
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|
1730 import import_dir |
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|
1731 importtables export_dir |
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|
1732 initialise [adminpw] |
|
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|
1733 install [template [backend [key=val[,key=val]]]] |
|
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parents:
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changeset
|
1734 list classname [property] |
|
0bf616cfa178
Move mail gateway and roundup-admin doc to admin guide from user guide
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changeset
|
1735 migrate |
|
0bf616cfa178
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|
1736 pack period | date |
|
0bf616cfa178
Move mail gateway and roundup-admin doc to admin guide from user guide
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|
1737 perftest [mode] [arguments]* |
|
7395
312d52305583
- issue2551190 - Allow roundup-admin reindex to work in batches.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
1738 pragma setting=value | 'list' |
|
312d52305583
- issue2551190 - Allow roundup-admin reindex to work in batches.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
1739 reindex [classname|classname:#-#|designator]* |
|
7279
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|
1740 restore designator[,designator]* |
|
0bf616cfa178
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changeset
|
1741 retire designator[,designator]* |
|
0bf616cfa178
Move mail gateway and roundup-admin doc to admin guide from user guide
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|
1742 rollback |
|
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Move mail gateway and roundup-admin doc to admin guide from user guide
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diff
changeset
|
1743 security [Role name] |
|
7395
312d52305583
- issue2551190 - Allow roundup-admin reindex to work in batches.
John Rouillard <rouilj@ieee.org>
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diff
changeset
|
1744 set items property=value [property=value ...] |
|
7279
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|
1745 specification classname |
|
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Move mail gateway and roundup-admin doc to admin guide from user guide
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changeset
|
1746 table classname [property[,property]*] |
|
0bf616cfa178
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changeset
|
1747 templates [trace_search] |
|
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|
1748 updateconfig <filename> |
|
0bf616cfa178
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|
1749 Commands may be abbreviated as long as the abbreviation |
|
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Move mail gateway and roundup-admin doc to admin guide from user guide
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|
1750 matches only one command, e.g. l == li == lis == list. |
|
2177
a276e2531321
info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents:
2068
diff
changeset
|
1751 |
|
7093
f72ce883e677
Mitigation for issue2551246 -u opton to roundup-admin
John Rouillard <rouilj@ieee.org>
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diff
changeset
|
1752 One thing to note, The ``-u user`` setting does not currently operate |
|
f72ce883e677
Mitigation for issue2551246 -u opton to roundup-admin
John Rouillard <rouilj@ieee.org>
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diff
changeset
|
1753 like a user logging in via the web. The user running roundup-admin |
|
f72ce883e677
Mitigation for issue2551246 -u opton to roundup-admin
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
1754 must have read access to the tracker home directory. As a result the |
|
f72ce883e677
Mitigation for issue2551246 -u opton to roundup-admin
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
1755 user has access to the files and the database info contained in |
|
f72ce883e677
Mitigation for issue2551246 -u opton to roundup-admin
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
1756 config.ini. |
|
f72ce883e677
Mitigation for issue2551246 -u opton to roundup-admin
John Rouillard <rouilj@ieee.org>
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|
1757 |
|
f72ce883e677
Mitigation for issue2551246 -u opton to roundup-admin
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diff
changeset
|
1758 Using ``-u user`` sets the actor/user parameter in the |
|
f72ce883e677
Mitigation for issue2551246 -u opton to roundup-admin
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
1759 journal. Changes that are made are attributed to that |
|
f72ce883e677
Mitigation for issue2551246 -u opton to roundup-admin
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
1760 user. The password is ignored if provided. Any existing |
|
f72ce883e677
Mitigation for issue2551246 -u opton to roundup-admin
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
1761 username has full access to the data just like the admin |
|
f72ce883e677
Mitigation for issue2551246 -u opton to roundup-admin
John Rouillard <rouilj@ieee.org>
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diff
changeset
|
1762 user. This is an area for further development so that |
|
f72ce883e677
Mitigation for issue2551246 -u opton to roundup-admin
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
1763 roundup-admin could be used with sudo to provide secure |
|
f72ce883e677
Mitigation for issue2551246 -u opton to roundup-admin
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
1764 command line access to a tracker. |
|
f72ce883e677
Mitigation for issue2551246 -u opton to roundup-admin
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
1765 |
|
f72ce883e677
Mitigation for issue2551246 -u opton to roundup-admin
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
1766 In general you should forget that there is a -u parameter. |
|
f72ce883e677
Mitigation for issue2551246 -u opton to roundup-admin
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
1767 |
|
7404
1642a7b501df
Add additional command that do not require a tracker home.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
1768 All commands (except help, genconfig, templates) require a tracker |
|
1642a7b501df
Add additional command that do not require a tracker home.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
1769 specifier. This is just the path to the roundup tracker you're working |
|
1642a7b501df
Add additional command that do not require a tracker home.
John Rouillard <rouilj@ieee.org>
parents:
7395
diff
changeset
|
1770 with. A roundup tracker is where roundup keeps the database and |
|
1642a7b501df
Add additional command that do not require a tracker home.
John Rouillard <rouilj@ieee.org>
parents:
7395
diff
changeset
|
1771 configuration file that defines an issue tracker. It may be thought of |
|
1642a7b501df
Add additional command that do not require a tracker home.
John Rouillard <rouilj@ieee.org>
parents:
7395
diff
changeset
|
1772 as the issue tracker's "home directory". It may be specified in the |
|
1642a7b501df
Add additional command that do not require a tracker home.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
1773 environment variable ``TRACKER_HOME`` or on the command line as "``-i |
|
1642a7b501df
Add additional command that do not require a tracker home.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
1774 tracker``". |
|
7279
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|
1775 |
|
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parents:
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changeset
|
1776 A designator is a classname and an itemid concatenated, eg. bug1, |
|
0bf616cfa178
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parents:
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diff
changeset
|
1777 user10, ... Property values are represented as strings in command |
|
0bf616cfa178
Move mail gateway and roundup-admin doc to admin guide from user guide
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parents:
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changeset
|
1778 arguments and in the printed results: |
|
0bf616cfa178
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changeset
|
1779 |
|
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changeset
|
1780 - Strings are, well, strings. |
|
0bf616cfa178
Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
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changeset
|
1781 - Password values will display as their encoded value. |
|
0bf616cfa178
Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
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changeset
|
1782 - Date values are printed in the full date format in the local time |
|
0bf616cfa178
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John Rouillard <rouilj@ieee.org>
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|
1783 zone, and accepted in the full format or any of the partial formats |
|
0bf616cfa178
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changeset
|
1784 explained below.:: |
|
0bf616cfa178
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changeset
|
1785 |
|
0bf616cfa178
Move mail gateway and roundup-admin doc to admin guide from user guide
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changeset
|
1786 Input of... Means... |
|
0bf616cfa178
Move mail gateway and roundup-admin doc to admin guide from user guide
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changeset
|
1787 "2000-04-17.03:45" 2000-04-17.03:45:00 |
|
0bf616cfa178
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changeset
|
1788 "2000-04-17" 2000-04-17.00:00:00 |
|
0bf616cfa178
Move mail gateway and roundup-admin doc to admin guide from user guide
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|
1789 "01-25" yyyy-01-25.00:00:00 |
|
0bf616cfa178
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changeset
|
1790 "08-13.22:13" yyyy-08-13.22:13:00 |
|
0bf616cfa178
Move mail gateway and roundup-admin doc to admin guide from user guide
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parents:
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changeset
|
1791 "11-07.09:32:43" yyyy-11-07.09:32:43 |
|
0bf616cfa178
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John Rouillard <rouilj@ieee.org>
parents:
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changeset
|
1792 "14:25" yyyy-mm-dd.14:25:00 |
|
0bf616cfa178
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John Rouillard <rouilj@ieee.org>
parents:
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changeset
|
1793 "8:47:11" yyyy-mm-dd.08:47:11 |
|
0bf616cfa178
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John Rouillard <rouilj@ieee.org>
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changeset
|
1794 "2003" 2003-01-01.00:00:00 |
|
0bf616cfa178
Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
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changeset
|
1795 "2003-04" 2003-04-01.00:00:00 |
|
0bf616cfa178
Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
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changeset
|
1796 "." "right now" |
|
0bf616cfa178
Move mail gateway and roundup-admin doc to admin guide from user guide
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changeset
|
1797 |
|
0bf616cfa178
Move mail gateway and roundup-admin doc to admin guide from user guide
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parents:
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diff
changeset
|
1798 - Link values are printed as item designators. When given as an |
|
0bf616cfa178
Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
1799 argument, item designators and key strings are both accepted. |
|
0bf616cfa178
Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents:
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changeset
|
1800 - Multilink values are printed as lists of item designators joined by |
|
0bf616cfa178
Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
1801 commas. When given as an argument, item designators and key strings |
|
0bf616cfa178
Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
1802 are both accepted; an empty string, a single item, or a list of items |
|
0bf616cfa178
Move mail gateway and roundup-admin doc to admin guide from user guide
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|
1803 joined by commas is accepted. |
|
0bf616cfa178
Move mail gateway and roundup-admin doc to admin guide from user guide
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|
1804 |
|
0bf616cfa178
Move mail gateway and roundup-admin doc to admin guide from user guide
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changeset
|
1805 When multiple items are specified to the roundup get or roundup set |
|
0bf616cfa178
Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents:
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changeset
|
1806 commands, the specified properties are retrieved or set on all the |
|
0bf616cfa178
Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents:
7257
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changeset
|
1807 listed items. When multiple results are returned by the roundup get or |
|
0bf616cfa178
Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents:
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changeset
|
1808 roundup find commands, they are printed one per line (default) or joined |
|
0bf616cfa178
Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
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|
1809 by commas (with the "``-c``" option). |
|
0bf616cfa178
Move mail gateway and roundup-admin doc to admin guide from user guide
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|
1810 |
|
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changeset
|
1811 Where the command changes data, a login name/password is required. The |
|
0bf616cfa178
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|
1812 login may be specified as either "``name``" or "``name:password``". |
|
0bf616cfa178
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|
1813 |
|
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|
1814 - ``ROUNDUP_LOGIN`` environment variable |
|
0bf616cfa178
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|
1815 - the "``-u``" command-line option |
|
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|
1816 |
|
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|
1817 If either the name or password is not supplied, they are obtained from |
|
0bf616cfa178
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|
1818 the command-line. |
|
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|
1819 |
|
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|
1820 The ``-u user`` setting does not currently operate like a |
|
0bf616cfa178
Move mail gateway and roundup-admin doc to admin guide from user guide
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|
1821 user logging in via the web. The user running roundup-admin |
|
0bf616cfa178
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|
1822 must have read access to the tracker home directory. As a |
|
0bf616cfa178
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|
1823 result the user has access to the files and the database |
|
0bf616cfa178
Move mail gateway and roundup-admin doc to admin guide from user guide
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|
1824 info contained in config.ini. |
|
0bf616cfa178
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|
1825 |
|
0bf616cfa178
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changeset
|
1826 Using ``-u user`` sets the actor/user parameter in the |
|
0bf616cfa178
Move mail gateway and roundup-admin doc to admin guide from user guide
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|
1827 journal. Changes that are made are attributed to that |
|
0bf616cfa178
Move mail gateway and roundup-admin doc to admin guide from user guide
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|
1828 user. The password is ignored if provided. Any existing |
|
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|
1829 username has full access to the data just like the admin |
|
0bf616cfa178
Move mail gateway and roundup-admin doc to admin guide from user guide
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|
1830 user. This is an area for further development so that |
|
0bf616cfa178
Move mail gateway and roundup-admin doc to admin guide from user guide
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changeset
|
1831 roundup-admin could be used with sudo to provide secure |
|
0bf616cfa178
Move mail gateway and roundup-admin doc to admin guide from user guide
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|
1832 command line access to a tracker. |
|
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changeset
|
1833 |
|
7454
76b2f3c95c03
Add anchor for init section.
John Rouillard <rouilj@ieee.org>
parents:
7404
diff
changeset
|
1834 .. _initpw: |
|
76b2f3c95c03
Add anchor for init section.
John Rouillard <rouilj@ieee.org>
parents:
7404
diff
changeset
|
1835 |
|
7279
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changeset
|
1836 When you initialise a new tracker instance you are prompted for the |
|
0bf616cfa178
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changeset
|
1837 admin password. If you want to initialise a tracker non-interactively |
|
0bf616cfa178
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changeset
|
1838 you can put the initialise command and password on the command |
|
0bf616cfa178
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changeset
|
1839 line. But this allows others on the host to see the password (using |
|
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1840 the ps command). To initialise a tracker non-interactively without |
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1841 exposing the password, create a file (e.g init_tracker) set to mode |
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1842 600 (so only the owner can read it) with the contents: |
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1843 |
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1844 initialise admin_password |
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1845 |
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1846 and feed it to roundup-admin on standard input. E.G. |
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1847 |
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1848 cat init_tracker | roundup-admin -i tracker_dir |
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1849 |
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1850 (for more details see https://issues.roundup-tracker.org/issue2550789.) |
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1851 |
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1852 .. index:: ! roundup-admin; usage in scripts |
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1853 |
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1854 Using Interactively |
|
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1855 ------------------- |
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1856 |
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1857 You can edit the command line using left/right arrow keys to move the |
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1858 cursor. Using the up/down arrow keys moves among commands. It will |
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1859 save your commands between roundup-admin sessions. This is supported |
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1860 on Unix/Linux and Mac's. On windows you should install the pyreadline3 |
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1861 package (see `installation documentation`_). |
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1862 |
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1863 Using the ``history_length`` pragma you can set the saved history size |
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1864 for just one session. |
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1865 |
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1866 You can add initialization commands to ``~/.roundup_admin_rlrc``. It |
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1867 will be loaded when roundup-admin starts. This is the mechanism to |
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1868 persistently set the number of history commands, change editing modes |
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1869 (Vi vs. Emacs). Note that redefining the history file will not work. |
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1870 |
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1871 If you are using GNU readline, ``set history-size 10``. If your |
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1872 installation uses libedit (macs), it should be possible to |
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1873 persistently set the history size using ``history size |
|
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1874 10``. Pyreadline3 can set history length using |
|
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1875 ``history_length(10)``. See the documentation for example syntax: |
|
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1876 https://pythonhosted.org/pyreadline/usage.html#configuration-file. |
|
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1877 |
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1878 History is saved to the file ``.roundup_admin_history`` in your home |
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1879 directory (for windows usually ``\Users\<username>``. |
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1880 |
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1881 Using with the shell |
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1882 -------------------- |
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1883 |
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1884 With version 0.6.0 or newer of roundup (which introduced support for |
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1885 multiple designators to display and the -d, -S and -s flags): |
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1886 |
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1887 To find all messages regarding chatting issues that contain the word |
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1888 "spam", for example, you could execute the following command from the |
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1889 directory where the database dumps its files:: |
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1890 |
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1891 shell% for issue in `roundup-admin -ds find issue status=chatting`; do |
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1892 > grep -l spam `roundup-admin -ds ' ' get messages $issue` |
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1893 > done |
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1894 msg23 |
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1895 msg49 |
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1896 msg50 |
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1897 msg61 |
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1898 shell% |
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1899 |
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1900 Or, using the -dc option, this can be written as a single command:: |
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1901 |
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1902 shell% grep -l spam `roundup get messages \ |
|
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1903 \`roundup -dc find issue status=chatting\`` |
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1904 msg23 |
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1905 msg49 |
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1906 msg50 |
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1907 msg61 |
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1908 shell% |
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1909 |
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1910 You can also display issue contents:: |
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1911 |
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1912 shell% roundup-admin display `roundup-admin -dc get messages \ |
|
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1913 issue3,issue1` |
|
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1914 files: [] |
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1915 inreplyto: None |
|
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1916 recipients: [] |
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1917 author: 1 |
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1918 date: 2003-02-16.21:23:03 |
|
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1919 messageid: None |
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1920 summary: jkdskldjf |
|
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1921 files: [] |
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1922 inreplyto: None |
|
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1923 recipients: [] |
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1924 author: 1 |
|
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1925 date: 2003-02-15.01:59:11 |
|
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1926 messageid: None |
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1927 summary: jlkfjadsf |
|
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1928 |
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1929 or status:: |
|
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1930 |
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1931 shell% roundup-admin get name `/tools/roundup/bin/roundup-admin \ |
|
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1932 -dc -i /var/roundup/sysadmin get status issue3,issue1` |
|
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1933 unread |
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1934 deferred |
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1935 |
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1936 or status on a single line:: |
|
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1937 |
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1938 shell% echo `roundup-admin get name \`/tools/roundup/bin/roundup-admin \ |
|
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1939 -dc -i /var/roundup/sysadmin get status issue3,issue1\`` |
|
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1940 unread deferred |
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1941 |
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1942 which is the same as:: |
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1943 |
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1944 shell% roundup-admin -s get name `/tools/roundup/bin/roundup-admin \ |
|
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1945 -dc -i /var/roundup/sysadmin get status issue3,issue1` |
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1946 unread deferred |
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1947 |
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1948 Also the tautological:: |
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1949 |
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1950 shell% roundup-admin get name \ |
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1951 `roundup-admin -dc get status \`roundup-admin -dc find issue \ |
|
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1952 status=chatting\`` |
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1953 chatting |
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1954 chatting |
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1955 |
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1956 Remember the roundup commands that accept multiple designators accept |
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1957 them ',' separated so using '-dc' is almost always required. |
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1958 |
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1959 A Note on Import and Export |
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1960 --------------------------- |
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1961 |
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1962 This is a little in the weeds, but I have noticed this and was asked |
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1963 about it so I am documenting it for the future. |
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1964 |
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1965 Running ``roundup-admin`` with ``-V`` to get additional info when |
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1966 importing/exporting the tracker generates three types of messages. |
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1967 |
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1968 For example:: |
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1969 |
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1970 $ roundup-admin -i tracker -V export ./myExport |
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1971 Exporting priority - 5 |
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1972 Exporting Journal for priority |
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1973 Exporting status - 1 |
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1974 Exporting Journal for status |
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1975 [...] |
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1976 |
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1977 |
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1978 $ roundup-admin -i tracker -V import ./myExport |
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1979 Importing priority - 7 |
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1980 setting priority 8 |
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1981 Importing status - 8 |
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1982 setting status 9 |
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1983 [...] |
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1984 |
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1985 Note the numbers for status. Exported ends up at 1, Imported ends up |
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1986 at 8 and setting chooses 9. These numbers are derived differently and |
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1987 used differently. You can't directly compare them. |
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1988 |
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1989 ``Exporting issue - XXX``: |
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1990 |
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1991 ``XXX`` is the id number of the node being exported/processed from |
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1992 the database. The order is determined by sorting by the key of the |
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1993 class (as set by sortkey). If the class key is 'id', then it's a |
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1994 string sort so '9' comes before '1009'. You might notice if the |
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1995 export is slow the numbers jumping around. |
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1996 |
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1997 It does not usually end up as the total number of nodes |
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1998 exported. However if it crashes, you know what node it was |
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1999 processing at the time. |
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2000 |
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2001 In the example above, the status node with id 1 was the last one |
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2002 when sorted alphabetically by name. |
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2003 |
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2004 ``Importing <class> - XXX``: |
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2005 |
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2006 ``XXX`` is the number of the node (not the node id) being |
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2007 imported/currently processed at line XXX+1 in the file. It is an |
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2008 incrementing number starting at 0 and never jumps around. Value 0 |
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2009 is consumed when reading the header and not displayed. The final |
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2010 value is the same as the number of objects and one less then the |
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2011 number of lines in the file. If it crashes, you were processing |
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2012 the line at XXX+1. |
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2013 |
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2014 ``setting <class> XXX``: |
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2015 |
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2016 ``XXX`` in the setting line should always be one more than the |
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2017 number of imported objects. The setting value is the id for the |
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2018 next created object of that type. So in theory the Importing |
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2019 number should be one less than the setting number. |
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2020 |
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2021 However under certain circumstances, Roundup can skip an id |
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2022 number. This can lead to a difference of more than 1 between the |
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2023 Importing and setting numbers. It's not a problem. However setting |
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2024 can (and must) always be higher than the Importing number. |
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2025 |
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2026 |
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2027 .. _`customisation documentation`: customizing.html |
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2028 .. _`reference documentation`: reference.html |
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2029 .. _`upgrading documentation`: upgrading.html |
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2030 .. _`installation documentation`: installation.html |
