Mercurial > p > roundup > code

annotate doc/admin_guide.txt @ 2475:debf57fc8c0f maint-0.7

Find changesets by keywords (author, files, the commit message), revision number or hash, or revset expression.
more doc
author Richard Jones <richard@users.sourceforge.net>
date Thu, 17 Jun 2004 05:49:22 +0000
parents 3f66eb446aa4
children d22796ad33f6
Ignore whitespace changes - Everywhere: Within whitespace: At end of lines:
rev   line source
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1 ====================
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
2 Administration Guide
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
3 ====================
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
4
2475
debf57fc8c0f more doc
Richard Jones <richard@users.sourceforge.net>
parents: 2406
diff changeset
5 :Version: $Revision: 1.5.2.2 $
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
6
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
7 .. contents::
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
8
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
9 What does Roundup install?
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
10 ==========================
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
11
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
12 There's two "installations" that we talk about when using Roundup:
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
13
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
14 1. The installation of the software and its support files. This uses the
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
15 standard Python mechanism called "distutils" and thus Roundup's core code,
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
16 executable scripts and support data files are installed in Python's
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
17 directories. On Windows, this is typically:
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
18
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
19 Scripts
2068
65b5297b488f *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2005
diff changeset
20 ``<python dir>\scripts\...``
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
21 Core code
2068
65b5297b488f *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2005
diff changeset
22 ``<python dir>\lib\site-packages\roundup\...``
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
23 Support files
2068
65b5297b488f *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2005
diff changeset
24 ``<python dir>\share\roundup\...``
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
25
2005
fc52d57c6c3e documentation cleanup
Richard Jones <richard@users.sourceforge.net>
parents: 2003
diff changeset
26 and on Unix-like systems (eg. Linux):
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
27
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
28 Scripts
2068
65b5297b488f *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2005
diff changeset
29 ``<python root>/bin/...``
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
30 Core code
2068
65b5297b488f *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2005
diff changeset
31 ``<python root>/lib-<python version>/site-packages/roundup/...``
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
32 Support files
2068
65b5297b488f *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2005
diff changeset
33 ``<python root>/share/roundup/...``
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
34
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
35 2. The installation of a specific tracker. When invoking the roundup-admin
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
36 "inst" (and "init") commands, you're creating a new Roundup tracker. This
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
37 installs configuration files, HTML templates, detector code and a new
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
38 database. You have complete control over where this stuff goes through
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
39 both choosing your "tracker home" and the DATABASE variable in
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
40 config.py.
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
41
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
42
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
43 Users and Security
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
44 ==================
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
45
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
46 Roundup holds its own user database which primarily contains a username,
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
47 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
48 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
49 relatively simple exercise to update this listing on a regular basis, or on
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
50 demand, so that it matches an external listing (eg. unix passwd file, LDAP,
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
51 etc.)
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
52
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
53 Roundup identifies users in a number of ways:
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
54
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
55 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
56 Authentication or cookie authentication. If you are running the web
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
57 server (roundup-server) through another HTTP server (eg. apache or IIS)
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
58 then that server may require HTTP Basic Authentication, and it will pass
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
59 the ``REMOTE_USER`` variable through to Roundup. If this variable is not
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
60 present, then Roundup defaults to using its own cookie-based login
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
61 mechanism.
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
62 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
63 From address in the message.
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
64
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
65 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
66 controlled by Permissions defined in the "SECURITY SETTINGS" section of the
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
67 tracker's ``dbinit.py`` module:
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
68
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
69 Web Registration
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
70 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
71 register through the web.
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
72 Email Registration
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
73 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
74 will result in those users being registered with the tracker.
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
75
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
76 More information about how to customise your tracker's security settings
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
77 may be found in the `customisation documentation`_.
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
78
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
79 Tasks
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
80 =====
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
81
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
82 Maintenance of Roundup can involve one of the following:
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
83
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
84 1. `tracker backup`_
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
85 2. `software upgrade`_
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
86 3. `migrating backends`_
2005
fc52d57c6c3e documentation cleanup
Richard Jones <richard@users.sourceforge.net>
parents: 2003
diff changeset
87 4. `moving a tracker`_
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
88
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
89
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
90 Tracker Backup
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
91 --------------
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
92
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
93 Stop the web and email frontends and to copy the contents of the tracker home
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
94 directory to some other place using standard backup tools.
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
95
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
96
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
97 Software Upgrade
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
98 ----------------
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
99
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
100 Always make a backup of your tracker before upgrading software. Steps you may
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
101 take:
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
102
2475
debf57fc8c0f more doc
Richard Jones <richard@users.sourceforge.net>
parents: 2406
diff changeset
103 1. Ensure that the unit tests run on your system:
debf57fc8c0f more doc
Richard Jones <richard@users.sourceforge.net>
parents: 2406
diff changeset
104
debf57fc8c0f more doc
Richard Jones <richard@users.sourceforge.net>
parents: 2406
diff changeset
105 python run_tests.py
debf57fc8c0f more doc
Richard Jones <richard@users.sourceforge.net>
parents: 2406
diff changeset
106
debf57fc8c0f more doc
Richard Jones <richard@users.sourceforge.net>
parents: 2406
diff changeset
107 2. If you're using an RDBMS backend, make a backup of its contents now.
debf57fc8c0f more doc
Richard Jones <richard@users.sourceforge.net>
parents: 2406
diff changeset
108 3. Copy your tracker home to a new directory.
debf57fc8c0f more doc
Richard Jones <richard@users.sourceforge.net>
parents: 2406
diff changeset
109
debf57fc8c0f more doc
Richard Jones <richard@users.sourceforge.net>
parents: 2406
diff changeset
110 Now, working in that copied tracker home:
debf57fc8c0f more doc
Richard Jones <richard@users.sourceforge.net>
parents: 2406
diff changeset
111
debf57fc8c0f more doc
Richard Jones <richard@users.sourceforge.net>
parents: 2406
diff changeset
112 1. Follow the steps in the `upgrading documentation`_ for the new version of
debf57fc8c0f more doc
Richard Jones <richard@users.sourceforge.net>
parents: 2406
diff changeset
113 the software in the copied.
debf57fc8c0f more doc
Richard Jones <richard@users.sourceforge.net>
parents: 2406
diff changeset
114 2. Test each of the admin tool, web interface and mail gateway using the new
debf57fc8c0f more doc
Richard Jones <richard@users.sourceforge.net>
parents: 2406
diff changeset
115 version of the software. To do this, invoke the scripts directly in the
debf57fc8c0f more doc
Richard Jones <richard@users.sourceforge.net>
parents: 2406
diff changeset
116 source directory with::
debf57fc8c0f more doc
Richard Jones <richard@users.sourceforge.net>
parents: 2406
diff changeset
117
debf57fc8c0f more doc
Richard Jones <richard@users.sourceforge.net>
parents: 2406
diff changeset
118 PYTHONPATH=. python roundup/scripts/roundup_server.py <normal arguments>
debf57fc8c0f more doc
Richard Jones <richard@users.sourceforge.net>
parents: 2406
diff changeset
119 PYTHONPATH=. python roundup/scripts/roundup_admin.py <normal arguments>
debf57fc8c0f more doc
Richard Jones <richard@users.sourceforge.net>
parents: 2406
diff changeset
120 PYTHONPATH=. python roundup/scripts/roundup_mailgw.py <normal arguments>
debf57fc8c0f more doc
Richard Jones <richard@users.sourceforge.net>
parents: 2406
diff changeset
121
debf57fc8c0f more doc
Richard Jones <richard@users.sourceforge.net>
parents: 2406
diff changeset
122 Once you're comfortable that the upgrade will work using that copy, you
debf57fc8c0f more doc
Richard Jones <richard@users.sourceforge.net>
parents: 2406
diff changeset
123 should upgrade the live version:
debf57fc8c0f more doc
Richard Jones <richard@users.sourceforge.net>
parents: 2406
diff changeset
124
debf57fc8c0f more doc
Richard Jones <richard@users.sourceforge.net>
parents: 2406
diff changeset
125 1. Stop the production web and email frontends.
debf57fc8c0f more doc
Richard Jones <richard@users.sourceforge.net>
parents: 2406
diff changeset
126 2. Perform the upgrade steps on the existing tracker directory.
debf57fc8c0f more doc
Richard Jones <richard@users.sourceforge.net>
parents: 2406
diff changeset
127 3. Upgrade the software::
debf57fc8c0f more doc
Richard Jones <richard@users.sourceforge.net>
parents: 2406
diff changeset
128
debf57fc8c0f more doc
Richard Jones <richard@users.sourceforge.net>
parents: 2406
diff changeset
129 python setup.py install
debf57fc8c0f more doc
Richard Jones <richard@users.sourceforge.net>
parents: 2406
diff changeset
130
debf57fc8c0f more doc
Richard Jones <richard@users.sourceforge.net>
parents: 2406
diff changeset
131 4. Restart your tracker.
debf57fc8c0f more doc
Richard Jones <richard@users.sourceforge.net>
parents: 2406
diff changeset
132
debf57fc8c0f more doc
Richard Jones <richard@users.sourceforge.net>
parents: 2406
diff changeset
133 If something bad happens, you may reinstate your backup of the tracker and
debf57fc8c0f more doc
Richard Jones <richard@users.sourceforge.net>
parents: 2406
diff changeset
134 reinstall the older version of the sofware using the same install command::
debf57fc8c0f more doc
Richard Jones <richard@users.sourceforge.net>
parents: 2406
diff changeset
135
debf57fc8c0f more doc
Richard Jones <richard@users.sourceforge.net>
parents: 2406
diff changeset
136 python setup.py install
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
137
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
138
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
139 Migrating Backends
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
140 ------------------
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
141
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
142 1. stop the existing tracker web and email frontends (preventing changes)
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
143 2. 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
144 your tracker to disk
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
145 3. copy the tracker home to a new directory
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
146 4. change the backend used in the tracker home ``select_db.py`` file
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
147 5. delete the "db" directory from the new directory
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
148 6. use the roundup-admin "import" command to import the previous export with
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
149 the new tracker home
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
150 7. test each of the admin tool, web interface and mail gateway using the new
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
151 backend
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
152 8. move the old tracker home out of the way (rename to "tracker.old") and
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
153 move the new tracker home into its place
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
154 9. restart web and email frontends
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
155
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
156
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
157 Moving a Tracker
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
158 ----------------
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
159
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
160 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
161
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
162 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
163 2. stop the existing tracker web and email frontends (preventing changes),
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
164 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
165 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
166
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
167 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
168 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
169 moved using the above steps) then you'll need to:
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
170
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
171 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
172 2. stop the existing tracker web and email frontends (preventing changes),
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
173 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
174 the existing tracker,
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
175 4. copy the export to the new machine,
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
176 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
177 machine, and
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
178 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
179
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
180
2177
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
181 Running the Servers
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
182 ===================
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
183
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
184 Unix
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
185 ----
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
186
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
187 On Unix systems, use the scripts/server-ctl script to control the
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
188 roundup-server server. Copy it somewhere and edit the variables at the top
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
189 to reflect your specific installation.
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
190
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
191
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
192 Windows
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
193 -------
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
194
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
195 On Windows, the roundup-server program runs as a Windows Service, and
2406
3f66eb446aa4 copy, not move
Richard Jones <richard@users.sourceforge.net>
parents: 2203
diff changeset
196 therefore may be controlled through the Services control panel. The
3f66eb446aa4 copy, not move
Richard Jones <richard@users.sourceforge.net>
parents: 2203
diff changeset
197 roundup-server program may also control the service directly:
2177
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
198
2406
3f66eb446aa4 copy, not move
Richard Jones <richard@users.sourceforge.net>
parents: 2203
diff changeset
199 **install the service**
3f66eb446aa4 copy, not move
Richard Jones <richard@users.sourceforge.net>
parents: 2203
diff changeset
200 ``roundup-server -c install``
3f66eb446aa4 copy, not move
Richard Jones <richard@users.sourceforge.net>
parents: 2203
diff changeset
201 **start the service**
3f66eb446aa4 copy, not move
Richard Jones <richard@users.sourceforge.net>
parents: 2203
diff changeset
202 ``roundup-server -c start``
3f66eb446aa4 copy, not move
Richard Jones <richard@users.sourceforge.net>
parents: 2203
diff changeset
203 **stop the service**
3f66eb446aa4 copy, not move
Richard Jones <richard@users.sourceforge.net>
parents: 2203
diff changeset
204 ``roundup-server -c stop``
2177
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
205
2406
3f66eb446aa4 copy, not move
Richard Jones <richard@users.sourceforge.net>
parents: 2203
diff changeset
206 To bring up the services panel:
2177
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
207
2406
3f66eb446aa4 copy, not move
Richard Jones <richard@users.sourceforge.net>
parents: 2203
diff changeset
208 Windows 2000 and later
3f66eb446aa4 copy, not move
Richard Jones <richard@users.sourceforge.net>
parents: 2203
diff changeset
209 Start/Control Panel/Administrative Tools/Services
3f66eb446aa4 copy, not move
Richard Jones <richard@users.sourceforge.net>
parents: 2203
diff changeset
210 Windows NT4
3f66eb446aa4 copy, not move
Richard Jones <richard@users.sourceforge.net>
parents: 2203
diff changeset
211 Start/Control Panel/Services
2177
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
212
2203
4a157c198585 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2177
diff changeset
213 Running the Mail Gateway Script
4a157c198585 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2177
diff changeset
214 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
4a157c198585 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2177
diff changeset
215
4a157c198585 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2177
diff changeset
216 The mail gateway script should be scheduled to run regularly on your
4a157c198585 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2177
diff changeset
217 Windows server. Normally this will result in a window popping up. The
4a157c198585 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2177
diff changeset
218 solution to this is to:
4a157c198585 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2177
diff changeset
219
4a157c198585 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2177
diff changeset
220 1. Create a new local account on the Roundup server
4a157c198585 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2177
diff changeset
221 2. Set the scheduled task to run in the context of this user instead
4a157c198585 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2177
diff changeset
222 of your normal login
4a157c198585 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2177
diff changeset
223
2177
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
224
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
225 -------------------
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
226
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
227 Back to `Table of Contents`_
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
228
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
229 .. _`Table of Contents`: index.html
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
230 .. _`customisation documentation`: customizing.html
2475
debf57fc8c0f more doc
Richard Jones <richard@users.sourceforge.net>
parents: 2406
diff changeset
231 .. _`upgrading documentation`: upgrading.html
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
232
Roundup Issue Tracker: http://roundup-tracker.org/