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annotate doc/getting_started.txt @ 979:f36ffa50374f

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Fixes to doc
author Richard Jones <richard@users.sourceforge.net>
date Tue, 27 Aug 2002 21:55:35 +0000
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children 79129f013153
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1 ===============
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2 Getting Started
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3 ===============
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4
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5 :Version: $Revision: 1.4 $
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7 .. contents::
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8
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9
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10 The following instructions assume that you have installed roundup. If you
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11 haven't, you may still proceed - just run the commands as
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12 "``PYTHONPATH=. python roundup/scripts/roundup_admin.py``" for
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13 ``roundup-admin`` and
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14 "``PYTHONPATH=. python roundup/scripts/roundup_server.py``" for
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15 ``roundup-server``.
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16
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17 The Instance
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18 ------------
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19
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20 We'll be referring to the term instance a lot from now on. An instance is a
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21 directory in your filesystem that is where all the information about a live
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22 issue
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23 tracker database is stored. The data that is entered as issues, the users who
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24 access the database and the definition of the database itself all reside there:
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25
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26 Hyperdatabase
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27 This is the lowest component of Roundup and is where all the issues,
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28 users, file attachments and messages are stored.
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29
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30 Database schema
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31 This describes the content of the hyperdatabase - what fields are stored
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32 for issues, what user information, etc. Being stored in the instance,
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33 this allows it to be customised for a particular application. It also
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34 means that changes in the Roundup core code do not affect a running
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35 instance.
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36
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37 Web Interface
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38 The web interface templates are defined in the instance too - and the
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39 actual CGI interface class is defined (mostly using base classes in the
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40 Roundup core code) so it, like the database, may be customised for each
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41 instance in use.
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42
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43 Instances are created using the ``roundup-admin`` tool.
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44
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45 Command Line Tool
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46 -----------------
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47
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48 To set up a new instance, run "``roundup-admin install``". You will be
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49 asked a few questions:
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50
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51 1. Instance home directory
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52 2. Schema to use
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53 3. Database back-end to use
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54
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55 Once you've chosen these, roundup will install the instance for you. It will
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56 then indicate that you should configure some more information in the
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57 file "``instance_config.py``" in the instance home. It
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58 should be edited before roundup is initialised, and may have the following
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59 variable declarations:
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60
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61 MAILHOST
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62 The SMTP mail host that roundup will use to send mail
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63 MAIL_DOMAIN
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64 The domain name used for email addresses
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65 ISSUE_TRACKER_WEB
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66 The web address of the issue tracker's web interface
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67
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68 The email addresses used by the system by default are:
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69
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70 ISSUE_TRACKER_EMAIL: ``issue_tracker@MAIL_DOMAIN``
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71 submissions of issues
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72
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73 ADMIN_EMAIL: ``roundup-admin@MAIL_DOMAIN``
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74 roundup's internal use (problems, etc)
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75
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76 You may also alter the default schema - see the `customisation`_ documentation
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77 for more info on both configuration variables and schema modifications.
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78
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79 Once you're happy (and note that you can change any of this after the instance
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80 is initialised too!) you must run "``roundup-admin initialise``".
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81
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82 You should also think about whether there is going to be controlled access
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83 to the
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84 instance on the machine the instance is running on. That is, who can
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85 actually make
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86 changes to the database using the roundup-admin tool. See the section on
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87 Users_and_Access_Control for information on how to secure your instance from the
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88 start.
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89
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90 E-Mail Interface
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91 ----------------
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92
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93 Setup 1: As a mail alias pipe process
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94 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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95
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96 Set up a mail alias called "issue_tracker" as (include the quote marks):
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97 "``|/usr/bin/python /usr/local/bin/roundup-mailgw <instance_home>``"
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98
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99 In some installations (e.g. RedHat 6.2 I think) you'll need to set up smrsh so
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100 sendmail will accept the pipe command. In that case, symlink
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101 ``/etc/smrsh/roundup-mailgw`` to "``/usr/local/bin/roundup-mailgw``" and change
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102 the command to::
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103
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104 |roundup-mailgw <instance_home>
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105
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106 To test the mail gateway on unix systems, try::
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107
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108 echo test |mail -s '[issue] test' issue_tracker@your.domain
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109
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110
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111 Setup 2: As a regular cron job using a mailbox source
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112 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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113
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114 Set ``roundup-mailgw`` up to run every 10 minutes or so. For example::
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115
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116 10 * * * * /usr/local/bin/roundup-mailgw <instance_home> mailbox <mail_spool_file>
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117
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118 Where the ``mail_spool_file`` argument is the location of the roundup submission
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119 user's mail spool. On most systems, the spool for a user "issue_tracker"
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120 will be "``/var/mail/issue_tracker``".
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121
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122 Setup 3: As a regular cron job using a POP source
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123 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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124
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125 To retrieve from a POP mailbox, use a similar cron entry to the mailbox one::
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126
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127 10 * * * * /usr/local/bin/roundup-mailgw <instance_home> pop <pop_spec>
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128
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129 where pop_spec is "``username:password@server``" that specifies the roundup
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130 submission user's POP account name, password and server.
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131
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132
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133 Web Interface
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134 -------------
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135
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136 This software will work through apache or stand-alone.
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137
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138 Stand-alone:
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139 1. Edit roundup-server at the top - ``ROUNDUP_INSTANCE_HOMES`` needs to know
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140 about your instance. You may also specify the values for
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141 ``ROUNDUP_INSTANCE_HOMES`` on the command-line using "name=home" pairs.
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142
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143 2. "``roundup-server [-p port] (name=instance_home)*``" (hostname may be "")
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144
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145 3. Load up the page "``/<instance name>/index``" where instance name is the name
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146 you nominated in ``ROUNDUP_INSTANCE_HOMES``.
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147
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148 Apache:
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149 1. The CGI script is found in the cgi-bin directory of the roundup
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150 distribution.
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151
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152 2. Make sure roundup.cgi is executable. Edit it at the top -
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153 ``ROUNDUP_INSTANCE_HOMES`` needs to know about your instance.
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154
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155 3. Edit your "``/etc/httpd/conf/httpd.conf``" and make sure that the
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156 "``/home/httpd/html/roundup/roundup.cgi``" script will be treated as a CGI script.
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157
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158 4. Re-start your apache to re-load the config if necessary.
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159
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160 5. Load up the page "``/roundup/roundup.cgi/index/``" where instance name is the
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161 name you nominated in ``ROUNDUP_INSTANCE_HOMES``.
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162
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163 6. To use the CGI script unchanged, which allows much easier updates, add
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164 these directives to your "httpd.conf"::
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165
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166 SetEnv ROUNDUP_LOG "/var/log/roundup.log"
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167 SetEnv ROUNDUP_INSTANCE_HOMES "Default=/usr/local/share/roundup/instances/Default"
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168 SetEnv ROUNDUP_DEBUG "0"
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169
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170 7. On Windows, write a batch file "roundup.bat" similar to the one below and
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171 place it into your cgi-bin directory::
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172
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173 @echo off
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174 set ROUNDUP_LOG=c:\Python21\share\roundup\cgi.log
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175 set ROUNDUP_INSTANCE_HOMES=Default=c:\Python21\share\roundup\instances\Default;
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176 set ROUNDUP_DEBUG=0
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177 c:\Python21\python.exe c:\Python21\share\roundup\cgi-bin\roundup.cgi
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178
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179
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180 Users
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181 -----
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182
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183 Users and permissions
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184 ~~~~~~~~~~~~~~~~~~~~~
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185
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186 By default, roundup automatically creates one user when the instance database is
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187 initialised (using roundup-admin init). The user is "admin" and the password is
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188 the one you supply at that time.
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189
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190 If users attempt to use roundup in any manner and are not identified to roundup,
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191 they will be using the database in a read-only mode. That is, if roundup doesn't
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192 know who they are, they can't change anything. This has the following
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193 repurcussions:
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194
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195 Command-line interface
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196 The data modification commands (create, init, retire, set) are performed
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197 as the "admin" user. It is therefore important that the database be
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198 protected by the filesystem if protection is required. On a Unix system,
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199 the easiest and most flexible method of doing so is:
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200
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201 1. Add a new user and group to your system (e.g. "issue_tracker")
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202
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203 2. When creating a new instance home, use the following commands
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204 (substituting instance_home for the directory you want to use)::
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205
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206 mkdir instance_home
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207 chown issue_tracker:issue_tracker instance_home
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208 chmod g+rwxs instance_home
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209 roundup-admin -i instance_home init
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210
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211 3. Now, edit the /etc/group line for the issue_tracker group so it
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212 includes the unix logins of all the users who are going to
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213 administer your roundup instance. If you're running the web or mail
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214 gateways, then be sure to include those users in the group too (on
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215 some Linux systems, these users are "www" or "apache" and "mail".)
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216
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217 E-Mail interface
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218 Users are identified by e-mail address - a new user entry will be created
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219 for any e-mail address that is not recognised, so users are always
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220 identified by roundup.
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221
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222 Web interface
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223 Unidentified users have read-only access. If the users database has an
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224 entry with the username "anonymous", then unidentified users are
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225 automatically logged in as that user. This gives them write access.
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226
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227 **anonymous access and the ANONYMOUS_* configurations.**
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228
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229
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230 Adding users
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231 ~~~~~~~~~~~~
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232
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233 To add users, use one of the following interfaces:
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234
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235 1. On the web, access the URL .../<instance name>/newuser to bring up a form
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236 which may be used to add a new user.
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237
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238 2. On the command-line, use::
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239
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240 roundup-admin -i <instance home> create user username=bozo password=bozo
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241 address=richard@clown.org
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242
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243 Supply the admin username and password. roundup-admin will print the id
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244 of the new user.
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245
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246 3. Any e-mail sent to roundup from an address that doesn't match an existing
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247 user in the database will result in a new user entry being created for
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248 that user.
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249
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250
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251 Issues
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252 ------
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253
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254 To add issues, use one of the following interfaces:
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255
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256 1. On the web, access the URL .../<instance name>/newissue to bring up a
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257 form which may be used to add a new issue.
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258
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259 2. On the command-line, use::
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260
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261 roundup-admin -i <instance home> create issue title="test issue"
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262
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263 Supply the admin username and password. roundup-admin will print the id
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264 of the new issue.
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265
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266 3. Any e-mail sent to roundup with the subject line containing [issue] will
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267 automatically created a new issue in the database using the contents of
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268 the e-mail.
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269
686
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270 -----------------
659
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271
686
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272 Back to `Table of Contents`_
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273
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274 Next: `User Guide`_
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275
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276 .. _`table of contents`: index.html
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277 .. _`user guide`: user_guide.html
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278 .. _`customisation`: customizing.html
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279
Roundup Issue Tracker: http://roundup-tracker.org/