Mercurial > p > roundup > code
annotate doc/admin_guide.txt @ 7477:f40626db85dd
typo fix.
| author | John Rouillard <rouilj@ieee.org> |
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| date | Sun, 11 Jun 2023 20:50:01 -0400 |
| parents | 76b2f3c95c03 |
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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 |
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249 Roundup will compress HTTP responses to clients on the fly. Dynamic, |
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250 on the fly, compression is enabled by default, to disable it set:: |
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251 |
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252 [web] |
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253 ... |
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254 dynamic_compression = No |
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255 |
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256 in the tracker's ``config.ini``. You should disable compression if |
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257 your proxy (e.g. nginx or apache) or wsgi server (uwsgi) is configured |
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258 to compress responses on the fly. The python standard library includes |
| 7385 | 259 gzip support. For brotli or zstd you will need to install packages. See |
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260 the `installation documentation`_ for details. |
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261 |
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262 Some assets will not be compressed on the fly. Assets with mime types |
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263 of "image/png" or "image/jpeg" will not be compressed. You |
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264 can add mime types to the list by using ``interfaces.py`` as discussed |
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265 in the `customisation documentation`_. As an example adding:: |
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266 |
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267 from roundup.cgi.client import Client |
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268 |
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269 Client.precompressed_mime_types.append('application/zip`) |
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270 |
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271 to ``interfaces.py`` will prevent zip files from being compressed. |
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272 |
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273 Any content less than 100 bytes in size will not be compressed (e.g |
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274 errors messages, short json responses). |
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275 |
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276 Zstd will be used if the client can understand it, followed by brotli |
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277 then gzip encoding. Currently the preference order is hard coded into |
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278 the server and not parsed using ``q`` values from the client's |
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279 Accept-Encoding header. This is an area for improvement. |
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280 |
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281 In addition to dynamic compression, static files/assets accessed using |
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282 ``@@file`` can be pre-compressed. This reduces CPU load on the server |
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283 and reduces the time required to respond to the client. By default |
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284 searching for pre-compressed files is disabled. To enable it set:: |
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285 |
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286 [web] |
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287 ... |
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288 use_precompressed_files = Yes |
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289 |
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290 in the tracker's ``config.ini`` file. Then you can create a |
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291 precompressed file and it will be served if the client is able to |
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292 accept it. For a file ``.../@@file/library.js`` you can create:: |
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293 |
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294 tracker_home/html/library.js.gzip |
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295 tracker_home/html/library.js.br |
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296 tracker_home/html/library.js.zstd |
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297 |
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298 which should be created by using (respectively):: |
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299 |
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300 gzip --keep --suffix .gzip library.js |
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301 brotli library.js |
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302 zstd library.js && mv library.js.zst library.js.zstd |
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303 |
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304 see the man pages for options that control compression level. Note |
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305 that some levels require additional memory on the client side, so you |
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306 may not always want to use the highest compression available. |
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307 |
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308 A pre-compressed file will not be used if its modified date is earlier |
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309 than the uncompressed file. For example, if ``library.js.gzip`` is |
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310 older (has earlier modification date) than ``library.js``, |
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311 ``library.js.gzip`` will be ignored. ``library.js`` will be |
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312 served instead. ``library.js`` will be dynamically compressed on the |
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313 fly and a warning message will be logged. |
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314 |
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315 Precompressed files override dynamic compression. For example, assume |
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316 the client can accept brotli and gzip. If there are no precompressed |
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317 files, the data will be compressed dynamically (on the fly) using |
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318 brotli. If there is a precompressed gzip file present the client will |
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319 get the gzip version and not a brotli compressed version. This |
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320 mechanism allows the admin to allow use of brotli and zstd for |
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321 dynamic content, but not for static content. |
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322 |
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323 Adding a Web Content Security Policy (CSP) |
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324 ========================================== |
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325 |
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326 A Content Security Policy (`CSP`_) adds a layer of security to |
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327 Roundup's web interface. It makes it more difficult for an |
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328 attacker to compromise Roundup. By default Roundup does not add |
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329 a CSP. If you need to implement a CSP, this section will help you |
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330 understand how to add one and document the current level of |
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331 support for CSP in Roundup. |
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332 |
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333 Roundup's web interface has remained mostly unchanged since it |
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334 was created over a decade ago. Current releases have been slowly |
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335 modernizing the HTML to improve security. There are still some |
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336 improvements that need to happen before the tightest CSP |
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337 configurations can be used. |
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338 |
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339 Writing a CSP is complex. This section just touches on how to |
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340 create and install a CSP to improve security. Some of it might |
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341 break functionality. |
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342 |
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343 There are two ways to add a CSP: |
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344 |
| 7367 | 345 1. a fixed CSP added by a server |
| 346 2. a dynamic CSP added by Roundup | |
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347 |
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348 Fixed CSP |
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349 --------- |
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350 |
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351 If you are using a web server (Apache, Nginx) to run Roundup, you can |
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352 add a ``Content-Security-Policy`` header using that server. WSGI |
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353 servers like uWSGI can also be configured to add headers. An example |
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354 header would look like:: |
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355 |
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356 Content-Security-Policy: default-src 'self' 'unsafe-inline' 'strict-dynamic'; |
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357 |
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358 One thing that may need to be included is the ``unsafe-inline``. |
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359 The default templates use ``onload``, ``onchange``, ``onsubmit``, |
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360 and ``onclick`` JavaScript handlers. Without ``unsafe-inline`` |
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361 these won't work and popup helpers will not work. Sadly the use |
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362 of ``unsafe-inline`` is a pretty big hole in this CSP. You can |
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363 set the hashes for all the JavaScript handlers in the CSP. Then |
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364 replace ``unsafe-inline`` with ``unsafe-hashes`` to help close |
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365 this hole, but has its own issues. See `remediating |
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366 unsafe-inline`_ for another way to mitigate this. |
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367 |
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368 The inclusion of ``strict-dynamic`` allows trusted JavaScript |
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369 files that are downloaded from Roundup to make changes to the web |
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370 interface. These changes are also trusted code that will be run |
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371 when invoked. |
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372 |
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373 More secure CSPs can also be created. However because of the ability |
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374 to customize the web interface, it is difficult to provide guidance. |
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375 |
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376 Dynamic CSP |
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377 ----------- |
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378 |
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379 Roundup creates a cryptographic nonce for every client request. The |
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380 nonce is the value of the ``client.client_nonce`` property. |
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381 |
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382 By changing the templates to use the nonce, we can better secure the |
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383 Roundup instance. However the nonce has to be set in the CSP returned |
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384 by Roundup. |
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385 |
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386 One way to do this is to add a templating utility to the extensions |
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387 directory that generates the CSP on the fly. For example:: |
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388 |
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389 default_security_headers = { |
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390 'Content-Security-Policy': ( |
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391 "default-src 'self'; " |
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392 "base-uri 'self'; " |
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393 "script-src https: 'nonce-{nonce}' 'strict-dynamic'; " |
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394 "style-src 'self' 'nonce-{nonce}'; " |
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395 "img-src 'self' data:; " |
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396 "frame-ancestors 'self'; " |
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397 "object-src 'self' 'nonce-{nonce}'; " |
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398 ), |
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399 } |
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400 |
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401 |
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402 def AddHtmlHeaders(client, header_dict=None): |
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403 ''' Generate https headers from dict use default security headers |
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404 |
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405 Setting the header with a value of None will not inject the |
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406 header and can override the default set. |
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407 |
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408 Header values will be formatted with a dictionary including a |
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409 nonce. Use to set a nonce for inline scripts. |
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410 ''' |
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411 try: |
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412 if client.client_nonce is None: |
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413 # logger.warning("client_nonce is None") |
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414 client.client_nonce = client.session_api._gen_sid() |
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415 except AttributeError: |
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416 # client.client_nonce doesn't exist, create it |
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417 # logger.warning("client_nonce does not exist, creating") |
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418 client.client_nonce = client.session_api._gen_sid() |
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419 |
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420 headers = default_security_headers.copy() |
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421 if isinstance(header_dict, dict): |
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422 headers.update(header_dict) |
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423 |
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424 client_headers = client.additional_headers |
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425 |
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426 for header, value in list(headers.items()): |
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427 if value is None: |
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428 continue |
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429 client_headers[header] = value.format( |
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430 nonce=client.client_nonce) |
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431 |
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432 def init(instance): |
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433 instance.registerUtil('AddHtmlHeaders', AddHtmlHeaders) |
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434 |
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435 |
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436 Adding the following to ``page.html`` right after the opening |
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437 ``<html....`>`` tag:: |
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438 |
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439 <tal:code tal:content="python:utils.AddHtmlHeaders(request.client)" /> |
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440 |
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441 will invoke ``AddHtmlHeaders()`` to add the CSP header with the nonce. |
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442 |
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443 With this set of CSP headers, all style, script and object tags will |
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444 need a ``nonce`` attribute. This can be added by changing:: |
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445 |
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446 <script src="javascript.js"></script> |
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447 |
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448 to:: |
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449 |
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450 <script |
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451 tal:attributes="nonce request/client/client_nonce" |
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452 src="javascript.js"></script> |
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453 |
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454 for each script, object or style tag. |
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455 |
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456 Remediating ``unsafe-inline`` |
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457 ----------------------------- |
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458 .. _remediating unsafe-inline: |
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459 |
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460 Using a trusted script to set event handlers to replace the ``onX`` |
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461 handlers allows removal of the ``unsafe-inline`` handlers. If you |
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462 remove ``unsafe-inline`` the ``onX`` handlers will not run. However |
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463 you can use the label provided by the ``onX`` attribute to securely |
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464 enable a callback function. |
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465 |
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466 This method is a work in progress. As an example proof of concept, |
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467 adding this "decorator" script at the end of page.html:: |
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468 |
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469 <script tal:attributes="nonce request/client/client_nonce"> |
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470 /* set submit event listener on forms that have an |
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471 onsubmit (case insensitive) attribute */ |
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472 forms = document.querySelectorAll(form[onsubmit]) |
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473 for (let form of f) { |
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474 form.addEventListener('submit', |
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475 () => submit_once()); |
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476 }; |
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477 </script> |
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478 |
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479 will set callback for the submit even on any form that has an onsubmit |
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480 attribute to ``submit_once()``. ``submit_once`` is defined in Roundup's |
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481 base_javascript and is generated with a proper nonce. |
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482 |
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483 By including the nonce in the dynamic CSP, we can use our trusted |
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484 "decorator" script to add event listeners. These listeners will call |
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485 the trusted function in base_javascript to replace the ignored ``onX`` |
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486 handlers. |
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487 |
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488 .. _CSP: https://developer.mozilla.org/en-US/docs/Web/HTTP/CSP |
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489 |
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490 Configuring native-fts Full Text Search |
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491 ======================================= |
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492 |
| 6612 | 493 Roundup release 2.2.0 supports database-native full text search. |
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494 SQLite (minimum version 3.9.0) with FTS5 and PostgreSQL (minimum |
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495 version 11.0) with websearch_to_tsvector are supported. |
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496 |
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497 To enable this method, change the ``indexer`` setting in the tracker's |
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498 config.ini to ``native-fts``. Then reindex using ``roundup-admin -i |
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499 tracker_home reindex``. The amount of time it takes to reindex |
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500 depends on the amount of data in your tracker, the speed of your |
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501 disks, etc. It can take hours. |
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502 |
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503 SQLite details |
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504 -------------- |
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505 |
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506 The SQLite native-fts changes the full text search query a little bit. |
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507 For the other search methods, the search terms are split on white |
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508 space and each item in the index: a field (e.g. title), message |
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509 content and file content is searched for all the terms. If any term is |
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510 missing that item is ignored. Once the items are found they are mapped |
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511 to an issue and the normal issue index is displayed. |
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512 |
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513 When using FTS5, the search terms can use the full text search query |
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514 language described at: |
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515 https://www.sqlite.org/fts5.html#full_text_query_syntax. This |
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516 supports: |
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517 |
| 7367 | 518 * plain word search (joined with and similar to other search methods) |
| 519 * phrase search with terms enclosed in quotes (``"``) | |
| 520 * proximity search with varying distances using ``NEAR()`` | |
| 521 * boolean operations by grouping with parentheses and using ``AND`` | |
| 522 and ``OR`` | |
| 523 * exclusion using ``NOT`` | |
| 524 * prefix searching by prefixing the term with``^`` | |
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525 |
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526 All of the data that is indexed is in a single column, so when column |
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527 specifiers are used they usually result in an error which is detected |
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528 and an enhanced error message is produced. |
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529 |
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530 Unlike the native, xapian and whoosh indexers there is no |
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531 limit to the length of terms that are indexed. Also |
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532 stopwords are indexed but ignored when searching if they are |
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533 the only word in the search. So a search for "the" will |
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534 return no results but "the book" will return |
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535 results. Pre-filtering the stopwords when indexing would |
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536 break proximity and phrase searching. This may be helpful or |
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537 problematic for your particular tracker. |
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538 |
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539 To support the most languages available, the unicode61 tokenizer is |
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540 used without porter stemming. Using the ``indexer_language`` setting |
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541 to enable stemming for ``english`` is not available in this |
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542 implementation. Also ranking information is not used in this |
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543 implementation. These are areas for improvement. |
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544 |
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545 PostgreSQL info |
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546 --------------- |
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547 |
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548 The PostgreSQL native-fts changes the full text search query a little |
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549 bit. When using PostgreSQL full text search, two different query |
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550 languages are supported. |
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551 |
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552 1. websearch - described at the end of |
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553 `Parsing Queries`_ under websearch_to_tsquery. This is the default. |
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554 |
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555 2. tsquery - described at the beginning of `Parsing Queries`_ with |
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556 to_tsquery. It is enabled by starting the search phrase with ``ts:``. |
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557 |
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558 .. _Parsing Queries: \ |
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559 https://www.postgresql.org/docs/14/textsearch-controls.html#TEXTSEARCH-PARSING-QUERIES |
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560 |
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561 Websearch provides a more natural style of search and supports: |
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562 |
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563 * plain word search (stemmed in most cases) |
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564 * phrase search with terms enclosed in quotes (``"``) |
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565 * exclusion by prefixing a term/phrase with ``-`` |
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566 * alternative/or searching with ``or`` between terms |
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567 * ignores non-word characters including punctuation |
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568 |
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569 Tsquery supports: |
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570 |
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571 * a strict query syntax |
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572 * plain word search |
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573 * phrase search with the ``<->`` operator or enclosing the phrase in |
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574 ``'`` single quotes (note this will use a stemmer on the terms |
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575 in the phrase). |
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576 * proximity search with varying distances using ``<N>`` |
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577 * boolean operations by grouping with parentheses and using ``&`` |
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578 and ``|`` |
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579 * exclusion using ``!`` |
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580 * prefix searching using ``:*`` at the end of the prefix |
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581 |
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582 All of the data that is indexed is in a single column and input |
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583 weighing is not used. |
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584 |
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585 Depending on the FTS configuration (determined by the |
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586 ``indexer_language`` setting), stopwords are supported. PostgreSQL |
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587 takes the stopwords into account when calculating the data needed for |
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588 proximity/near searches. Like SQLite FTS, there is no limit to the |
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589 length of terms that are indexed. Again this may be helpful or |
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590 problematic for your particular tracker. |
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591 |
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592 The config.ini ``indexer_language`` setting is used to define the |
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593 configuration used for indexing. For example with the default |
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594 ``english`` setting a snowball stemmer (english_stem) is used. So |
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595 words like 'drive' and 'driving' and 'drive-in' will all match a |
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596 search for 'drive' but will not match 'driver'. |
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597 |
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598 The indexer_language is used as the configuration name for every call |
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599 to the text search functions (to_tsvector, to_tsquery). Changing this |
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600 requires reindexing. |
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601 |
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602 The `configuration list can be obtained using using psql's`_ |
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603 ``\dF`` command. |
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604 |
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605 .. _configuration list can be obtained using using psql's: \ |
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606 https://www.postgresql.org/docs/current/textsearch-psql.html |
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607 |
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608 Roundup includes a hardcoded list for all languages supported by |
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609 PostgreSQL 14.1. The list includes 5 custom "languages" |
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610 ``custom1`` ... ``custom5`` to allow you to set up your `own textsearch |
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611 configuration`_ using one of the custom names. Depending on your |
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612 PostgreSQL version, we may allow an invalid language to be configured. |
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613 You will see an error about ``text search configuration ... does not |
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614 exist``. |
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615 |
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616 .. _own textsearch configuration: \ |
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617 https://www.postgresql.org/docs/14/textsearch-configuration.html |
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618 |
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619 It may be possible to append to this list using the tracker's |
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620 interfaces.py. For details, see ``test/test_indexer.py`` in the |
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621 roundup distribution and search for ``valid_langs``. If you succeed |
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622 please email roundup-users AT lists.sourceforge.net with a description |
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623 of your success. |
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624 |
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625 After changing the configuration language, you must reindex the |
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626 tracker since the index must match the configuration language used for |
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627 querying. |
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628 |
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629 Also there are various `dictionaries`_ that allow you to: |
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630 |
| 7367 | 631 * add stopwords |
| 632 * override stemming for a term | |
| 633 * add synonyms (e.g. a search for "pg" can also match 'psql' | |
| 634 "postgresql") | |
| 635 * add terms that expand/contract the search space (Thesaurus | |
| 636 dictionary) | |
| 637 * additional transforms | |
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638 |
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639 .. _dictionaries: https://www.postgresql.org/docs/14/textsearch-dictionaries.html |
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640 |
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641 Use of these is beyond this documentation. Please visit the |
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642 appropriate PostgreSQL documents. The following my also be helpful: |
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643 |
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644 * https://rachbelaid.com/postgres-full-text-search-is-good-enough/ |
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645 |
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646 Ranking information is not used in this implementation. Also stop |
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647 words set in config.ini are ignored. These are areas for improvement. |
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648 |
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649 Cleaning up old native indexes |
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650 ------------------------------ |
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651 |
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652 If you are happy with the database fts indexing, you can save some space by |
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653 removing the data from the native text indexing tables. This requires |
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654 using the ``sqlite3`` or ``psql`` commands to execute SQL to delete the |
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655 rows in the ``__textids`` and ``__words`` tables. You can do this with |
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656 the following SQL commands:: |
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657 |
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658 delete from __words; |
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659 delete from __textids; |
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660 |
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661 Note this deletes data from the tables and does *not* delete |
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662 the table. This allows you to revert to Roundup's native |
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663 full text indexing on SQLite or Postgres. If you were to |
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664 delete the tables, Roundup will not recreate the |
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665 tables. Under PostgreSQL, you can use the ``truncate |
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666 <tablename>`` command if you wish. |
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667 |
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668 Configuring Session Databases |
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669 ============================= |
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670 |
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671 The session and OTK (one time key) databases |
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672 store information about the operation of Roundup. |
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673 This ephemeral data: |
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674 |
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675 * web login session keys, |
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676 * CSRF tokens, |
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677 * email password recovery one time keys, |
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678 * rate limiting data, |
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679 * ... |
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680 |
|
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681 can be a performance bottleneck. It usually happens with |
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|
682 anydbm or SQLite backends. PostgreSQL and MySQL are |
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683 sufficiently powerful that they can handle the higher |
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684 transaction rates. |
|
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685 |
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686 If you are using sqlite, you can choose to use the anydbm |
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687 database for session data. By default it will use additional |
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688 sqlite databases for storing the session and otk data. |
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689 |
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690 The following table shows which primary databases support |
|
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691 different session database backends: |
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692 |
| 7382 | 693 .. table:: D - default if unconfigured, X - compatible choice |
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parents:
7367
diff
changeset
|
694 :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
|
695 |
|
7381
2884ff18c944
Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
7367
diff
changeset
|
696 +---------------+--------+--------+-------+-------+------------+ |
|
2884ff18c944
Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
7367
diff
changeset
|
697 | | session db | |
|
2884ff18c944
Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
7367
diff
changeset
|
698 +---------------+--------+--------+-------+-------+------------+ |
|
2884ff18c944
Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
7367
diff
changeset
|
699 |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:
7367
diff
changeset
|
700 +===============+========+========+=======+=======+============+ |
|
2884ff18c944
Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
7367
diff
changeset
|
701 |anydbm | D | | X | | | |
|
2884ff18c944
Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
7367
diff
changeset
|
702 +---------------+--------+--------+-------+-------+------------+ |
|
2884ff18c944
Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
7367
diff
changeset
|
703 |sqlite | X | D | X | | | |
|
2884ff18c944
Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
7367
diff
changeset
|
704 +---------------+--------+--------+-------+-------+------------+ |
|
2884ff18c944
Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
7367
diff
changeset
|
705 |mysql | | | | D | | |
|
2884ff18c944
Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
7367
diff
changeset
|
706 +---------------+--------+--------+-------+-------+------------+ |
|
2884ff18c944
Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
7367
diff
changeset
|
707 |postgresql | | | | | D | |
|
2884ff18c944
Change primary/session db compatibility table from ascii to real table
John Rouillard <rouilj@ieee.org>
parents:
7367
diff
changeset
|
708 +---------------+--------+--------+-------+-------+------------+ |
|
6814
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
709 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
710 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
|
711 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
|
712 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
713 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
|
714 --------------------------------- |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
715 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
716 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
|
717 |
|
6819
1319ab13f286
redis works with python 2.7 too.
John Rouillard <rouilj@ieee.org>
parents:
6814
diff
changeset
|
718 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
|
719 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
|
720 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
|
721 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
722 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
|
723 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
|
724 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
|
725 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
|
726 ``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
|
727 ``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
|
728 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
729 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
730 For example:: |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
731 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
732 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
|
733 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
734 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
|
735 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
|
736 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
|
737 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
|
738 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
|
739 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
|
740 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
|
741 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
742 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
|
743 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
|
744 ``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
|
745 parameters:: |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
746 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
747 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
|
748 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
749 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
|
750 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
|
751 |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
752 .. _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
|
753 .. _redis-py: https://pypi.org/project/redis/ |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
754 .. _Securing Redis: https://redis.io/docs/manual/security/ |
|
3f60a71b0812
Summary: Support selecion session/otk data store. Add redis as data store.
John Rouillard <rouilj@ieee.org>
parents:
6781
diff
changeset
|
755 |
|
6458
8f1b91756457
issue2551147 - Enable compression of http responses in roundup.
John Rouillard <rouilj@ieee.org>
parents:
6436
diff
changeset
|
756 |
|
2003
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
757 Users and Security |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
758 ================== |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
759 |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
760 Roundup holds its own user database which primarily contains a username, |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
761 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
|
762 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
|
763 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
|
764 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
|
765 :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
|
766 `LDAP <https://wiki.roundup-tracker.org/LDAPLogin>`_, etc.) |
|
2003
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
767 |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
768 Roundup identifies users in a number of ways: |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
769 |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
770 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
|
771 Authentication or cookie authentication. If you are running the web |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
772 server (roundup-server) through another HTTP server (eg. apache or IIS) |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
773 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
|
774 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
|
775 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
|
776 present, then Roundup defaults to using its own cookie-based login |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
777 mechanism. |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
778 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
|
779 From address in the message. |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
780 |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
781 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
|
782 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
|
783 tracker's ``schema.py`` module: |
|
2003
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
784 |
|
6751
2f7b653b7d6f
Replace old Web Registration/Email Registration with modern equiv.
John Rouillard <rouilj@ieee.org>
parents:
6727
diff
changeset
|
785 Web Access and Register |
|
2003
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
786 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
|
787 register through the web. |
|
6751
2f7b653b7d6f
Replace old Web Registration/Email Registration with modern equiv.
John Rouillard <rouilj@ieee.org>
parents:
6727
diff
changeset
|
788 Email Access and Register |
|
2003
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
789 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
|
790 will result in those users being registered with the tracker. |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
791 |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
792 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
|
793 may be found in the `reference documentation`_. |
|
2003
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
794 |
|
6436
1f2f7c0b8968
issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents:
6344
diff
changeset
|
795 Configuring Authentication Header/Variable |
|
1f2f7c0b8968
issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents:
6344
diff
changeset
|
796 ------------------------------------------ |
|
1f2f7c0b8968
issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents:
6344
diff
changeset
|
797 |
|
7238
98d7936d97a3
Add section on configuring Content Security Policy (CSP)
John Rouillard <rouilj@ieee.org>
parents:
7093
diff
changeset
|
798 The front end server running Roundup can perform the user |
|
6436
1f2f7c0b8968
issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents:
6344
diff
changeset
|
799 authentication. It pass the authenticated username to the backend in a |
|
1f2f7c0b8968
issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents:
6344
diff
changeset
|
800 variable. By default roundup looks for the ``REMOTE_USER`` variable |
|
1f2f7c0b8968
issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents:
6344
diff
changeset
|
801 This can be changed by setting the parameter ``http_auth_header`` in the |
|
1f2f7c0b8968
issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents:
6344
diff
changeset
|
802 ``[web]`` section of the tracker's ``config.ini`` file. If the value |
|
1f2f7c0b8968
issue2550837 - New option for web auth (also http header passing)
John Rouillard <rouilj@ieee.org>
parents:
6344
diff
changeset
|
803 is unset (the default) the REMOTE_USER variable is used. |
|
1f2f7c0b8968
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804 |
|
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805 If you are running roundup using ``roundup-server`` behind a proxy |
|
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806 that authenticates the user you need to configure ``roundup-server`` to |
|
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807 pass the proper header to the tracker. By default ``roundup-server`` |
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808 looks for the ``REMOTE_USER`` header for the authenticated user. You |
|
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809 can copy an arbitrary header variable to the tracker using the ``-I`` |
|
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810 option to roundup-server (or the equivalent option in the |
|
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811 roundup-server config file). |
|
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812 |
|
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813 For example to use the ``uid_variable`` header, two configuration |
|
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814 changes are needed: First configure ``roundup-server`` to pass the |
|
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815 header to the tracker using:: |
|
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816 |
|
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817 roundup-server -I uid_variable .... |
|
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818 |
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819 note that the header is passed exactly as supplied by the upstream |
|
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820 server. It is **not** prefixed with ``HTTP_`` like other headers since |
|
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821 you are explicitly whitelisting the header. Multiple comma separated |
|
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822 headers can be passed to the ``-I`` option. These could be used in a |
|
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823 detector or other tracker extensions, but only one header can be used |
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824 by the tracker as an authentication header. |
|
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825 |
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826 To make the tracker honor the new variable changing the tracker |
|
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827 ``config.ini`` to read:: |
|
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828 |
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829 [web] |
|
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830 ... |
|
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831 http_auth_header = uid_variable |
|
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832 |
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833 At the time this is written, support is experimental. If you use it |
|
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834 you should notify the roundup maintainers using the roundup-users |
|
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835 mailing list. |
|
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836 |
|
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837 |
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838 Securing Secrets |
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839 ================ |
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840 |
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841 Roundup can read secrets from a file that is referenced from any |
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842 of the config.ini files. If you use Docker, you can bind mount |
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843 the files from a secure location, or store them in a subdirectory |
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844 of the tracker home. |
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845 |
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846 You can also use a secrets management tool like Docker Swarm's |
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847 secrets management. This example config.ini configuration gets |
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848 the database password from a file populated by Swarm secrets:: |
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849 |
|
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850 [rdbms] |
|
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851 # Database user password. |
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852 # A string that starts with 'file://' is interpreted as a file |
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853 # path relative to the tracker home. Using 'file:///' defines |
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854 # an absolute path. The first line of the file will be used as |
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855 # the value. Any string that does not start with 'file://' is |
|
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856 # used as is. It removes any whitespace at the end of the |
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857 # line, so a newline can be put in the file. |
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858 # |
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859 # Default: roundup |
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860 password = file:///run/secrets/db_password |
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861 |
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862 assuming that Docker Swarm secrets has the key ``db_password`` |
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863 and the ``--secret db_password`` option is used when starting the |
|
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864 Roundup service. |
|
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|
865 |
|
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866 Because environment variables can be inadvertently exposed in |
|
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867 logs or process listings, Roundup does not currently support |
|
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868 loading secrets from environment variables. |
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869 |
|
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870 Tasks |
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|
871 ===== |
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|
872 |
|
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873 Maintenance of Roundup can involve one of the following: |
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|
874 |
|
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875 1. `tracker backup`_ |
|
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876 2. `software upgrade`_ |
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877 3. `migrating backends`_ |
|
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878 4. `moving a tracker`_ |
| 3250 | 879 5. `migrating from other software`_ |
|
3341
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880 6. `adding a user from the command-line`_ |
|
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881 |
|
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|
882 |
|
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883 Tracker Backup |
|
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884 -------------- |
|
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885 |
|
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886 The roundup-admin import and export commands are **not** recommended for |
|
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887 performing backup. |
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888 |
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|
889 Optionally stop the web and email frontends and to copy the contents of the |
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890 tracker home directory to some other place using standard backup tools. |
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891 This means using |
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|
892 *pg_dump* to take a snapshot of your Postgres backend database, for example. |
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893 A simple copy of the tracker home (and files storage area if you've configured |
|
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894 it to be elsewhere) will then complete the backup. |
|
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895 |
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|
896 |
|
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|
897 Software Upgrade |
|
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|
898 ---------------- |
|
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|
899 |
| 6781 | 900 .. _make a backup: #tracker-backup |
| 901 | |
| 902 Always `make a backup`_ of your tracker before upgrading software. | |
| 903 Steps you may take: | |
|
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904 |
|
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905 1. Install pytest and ensure that the unit tests run on your system |
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906 (using your preferred python version):: |
| 2474 | 907 |
|
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908 pip2 install pytest |
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909 python2 -m pytest test/ |
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910 |
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911 |
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912 pip3 install pytest |
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913 python3 -m pytest test/ |
| 2474 | 914 |
|
2387
4962f99aaa27
*** empty log message ***
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|
915 2. If you're using an RDBMS backend, make a backup of its contents now. |
|
2478
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916 3. Make a backup of the tracker home itself. |
|
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917 4. Stop the tracker web and email frontends. |
|
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918 5. Install the new version of the software:: |
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919 |
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920 python setup.py install |
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921 |
| 6781 | 922 6. Follow the steps in the `upgrading documentation`_ for all the |
|
6814
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|
923 versions between your original version and the new version. |
|
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924 |
| 6781 | 925 Usually you should run `roundup_admin -i <tracker_home> migrate` |
| 926 on your tracker(s) before you allow users to start accessing the tracker. | |
|
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927 |
|
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|
928 It's safe to run this even if it's not required, so just get into the |
|
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diff
changeset
|
929 habit. |
|
4014
b80224c1f4e3
fix poor docs
Richard Jones <richard@users.sourceforge.net>
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930 7. Restart your tracker web and email frontends. |
|
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|
931 |
| 2474 | 932 If something bad happens, you may reinstate your backup of the tracker and |
| 933 reinstall the older version of the sofware using the same install command:: | |
| 934 | |
| 935 python setup.py install | |
| 936 | |
| 6163 | 937 .. index:: database; convert from one database backend to another |
|
6173
82f58ae89142
Add new section onroundup-admin. Ad indexing.
John Rouillard <rouilj@ieee.org>
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diff
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|
938 single: roundup-admin; import and export |
| 6163 | 939 |
|
2003
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|
940 Migrating Backends |
|
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parents:
diff
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|
941 ------------------ |
|
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|
942 |
|
3781
e03014a96a95
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diff
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|
943 1. Stop the existing tracker web and email frontends (preventing changes). |
|
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Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
changeset
|
944 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
|
945 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
|
946 `issue1441336 <https://issues.roundup-tracker.org/issue1441336>`_ |
|
4f74b97dddcd
Doc how to export on windows.
John Rouillard <rouilj@ieee.org>
parents:
5300
diff
changeset
|
947 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
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|
948 export data.) |
|
3781
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
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|
949 3. Copy the tracker home to a new directory. |
|
e03014a96a95
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Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
changeset
|
950 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
|
951 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
|
952 section of the tracker's ``config.ini`` file. |
|
3781
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
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|
953 6. Use the roundup-admin "import" command to import the previous export with |
|
e03014a96a95
doc improvement
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parents:
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diff
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|
954 the new tracker home. If non-interactively:: |
|
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Richard Jones <richard@users.sourceforge.net>
parents:
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diff
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|
955 |
|
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parents:
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diff
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|
956 roundup-admin -i <tracker home> import <tracker export dir> |
|
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parents:
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diff
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|
957 |
|
4567
32b24abfe98e
Documentation polishing.
Eric S. Raymond <esr@thyrsus.com>
parents:
4489
diff
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|
958 If interactively, enter 'commit' before exiting. |
|
3781
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Richard Jones <richard@users.sourceforge.net>
parents:
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diff
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|
959 7. Test each of the admin tool, web interface and mail gateway using the new |
|
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doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
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|
960 backend. |
|
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Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
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|
961 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
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|
962 move the new tracker home into its place. |
|
e03014a96a95
doc improvement
Richard Jones <richard@users.sourceforge.net>
parents:
3780
diff
changeset
|
963 9. Restart web and email frontends. |
|
2003
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
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|
964 |
|
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diff
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|
965 |
|
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
966 Moving a Tracker |
|
a291bf753037
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parents:
diff
changeset
|
967 ---------------- |
|
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diff
changeset
|
968 |
|
a291bf753037
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
969 If you're moving the tracker to a similar machine, you should: |
|
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parents:
diff
changeset
|
970 |
|
a291bf753037
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
971 1. install Roundup on the new machine and test that it works there, |
|
a291bf753037
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
972 2. stop the existing tracker web and email frontends (preventing changes), |
|
a291bf753037
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
973 3. copy the tracker home directory over to the new machine, and |
|
a291bf753037
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
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|
974 4. start the tracker web and email frontends on the new machine. |
|
a291bf753037
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parents:
diff
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|
975 |
|
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
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|
976 Most of the backends are actually portable across platforms (ie. from Unix to |
|
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
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|
977 Windows to Mac). If this isn't the case (ie. the tracker doesn't work when |
|
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diff
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|
978 moved using the above steps) then you'll need to: |
|
a291bf753037
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diff
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|
979 |
|
a291bf753037
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
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|
980 1. install Roundup on the new machine and test that it works there, |
|
a291bf753037
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
981 2. stop the existing tracker web and email frontends (preventing changes), |
|
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
982 3. use the roundup-admin tool "export" command to export the contents of |
|
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
983 the existing tracker, |
|
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
984 4. copy the export to the new machine, |
|
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parents:
diff
changeset
|
985 5. use the roundup-admin "import" command to import the tracker on the new |
|
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parents:
diff
changeset
|
986 machine, and |
|
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
987 6. start the tracker web and email frontends on the new machine. |
|
a291bf753037
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
988 |
| 6163 | 989 .. index:: |
| 990 pair: roundup; migrate from other bugtracker software | |
|
2003
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diff
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|
991 |
| 3250 | 992 Migrating From Other Software |
| 993 ----------------------------- | |
| 994 | |
| 995 You have a couple of choices. You can either use a CSV import into Roundup, | |
| 996 or you can write a simple Python script which uses the Roundup API | |
| 997 directly. The latter is almost always simpler -- see the "scripts" | |
| 998 directory in the Roundup source for some example uses of the API. | |
| 999 | |
|
3780
158e31bbf86a
recent patch had lines longer than 80 chars - rewrap; trim trailing spaces
Alexander Smishlajev <a1s@users.sourceforge.net>
parents:
3779
diff
changeset
|
1000 "roundup-admin import" will import data into your tracker from a |
| 3250 | 1001 directory containing files with the following format: |
| 1002 | |
| 1003 - one colon-separated-values file per Class with columns for each property, | |
| 1004 named <classname>.csv | |
| 1005 - one colon-separated-values file per Class with journal information, | |
| 1006 named <classname>-journals.csv (this is required, even if it's empty) | |
|
3780
158e31bbf86a
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Alexander Smishlajev <a1s@users.sourceforge.net>
parents:
3779
diff
changeset
|
1007 - if the Class is a FileClass, you may have the "content" property |
| 3250 | 1008 stored in separate files from the csv files. This goes in a directory |
| 1009 structure:: | |
| 1010 | |
| 1011 <classname>-files/<N>/<designator> | |
| 1012 | |
| 1013 where ``<designator>`` is the item's ``<classname><id>`` combination. | |
| 1014 The ``<N>`` value is ``int(<id> / 1000)``. | |
| 1015 | |
| 1016 | |
| 6163 | 1017 .. index:: pair: roundup-admin; managing users |
| 1018 | |
|
3341
df693c0aaba9
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|
1019 Adding A User From The Command-Line |
|
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parents:
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|
1020 ----------------------------------- |
|
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|
1021 |
|
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parents:
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diff
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|
1022 The ``roundup-admin`` program can create any data you wish to in the |
|
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3282
diff
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|
1023 database. To create a new user, use:: |
|
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diff
changeset
|
1024 |
|
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diff
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|
1025 roundup-admin create user |
|
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parents:
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diff
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|
1026 |
|
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diff
changeset
|
1027 To figure out what good values might be for some of the fields (eg. Roles) |
|
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parents:
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|
1028 you can just display another user:: |
|
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parents:
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diff
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|
1029 |
|
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diff
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|
1030 roundup-admin list user |
|
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parents:
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diff
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|
1031 |
|
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|
1032 (or if you know their username, and it happens to be "richard"):: |
|
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parents:
3282
diff
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|
1033 |
|
6176
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parents:
6175
diff
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|
1034 roundup-admin filter user username=richard |
|
3341
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parents:
3282
diff
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|
1035 |
|
6176
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Add roundup-admin filter command; fix bad doc example; add tests
John Rouillard <rouilj@ieee.org>
parents:
6175
diff
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|
1036 then using the user id (e.g. 5) you get from one of the above |
|
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John Rouillard <rouilj@ieee.org>
parents:
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diff
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|
1037 commands, you may display the user's details:: |
|
3341
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parents:
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diff
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|
1038 |
|
6176
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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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|
1039 roundup-admin display <designator> |
|
3341
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parents:
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diff
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|
1040 |
|
6176
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Add roundup-admin filter command; fix bad doc example; add tests
John Rouillard <rouilj@ieee.org>
parents:
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|
1041 where designator is ``user5``. |
|
3341
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|
1042 |
|
2177
a276e2531321
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Richard Jones <richard@users.sourceforge.net>
parents:
2068
diff
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|
1043 Running the Servers |
|
a276e2531321
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parents:
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diff
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|
1044 =================== |
|
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|
1045 |
|
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diff
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|
1046 Unix |
|
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diff
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|
1047 ---- |
|
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|
1048 |
|
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diff
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|
1049 On Unix systems, use the scripts/server-ctl script to control the |
|
a276e2531321
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parents:
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|
1050 roundup-server server. Copy it somewhere and edit the variables at the top |
|
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parents:
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|
1051 to reflect your specific installation. |
|
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|
1052 |
|
6344
c63df349f319
issue2551117 - add example systemd config
John Rouillard <rouilj@ieee.org>
parents:
6297
diff
changeset
|
1053 If you use systemd look at scripts/systemd.gunicorn. It is configured |
|
c63df349f319
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John Rouillard <rouilj@ieee.org>
parents:
6297
diff
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|
1054 for a wsgi deployment using gunicorn, but may be a good starting |
|
c63df349f319
issue2551117 - add example systemd config
John Rouillard <rouilj@ieee.org>
parents:
6297
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|
1055 point for your setup. |
|
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|
1056 |
|
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diff
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|
1057 Windows |
|
a276e2531321
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diff
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|
1058 ------- |
|
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diff
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|
1059 |
|
3780
158e31bbf86a
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Alexander Smishlajev <a1s@users.sourceforge.net>
parents:
3779
diff
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|
1060 On Windows, the roundup-server program runs as a Windows Service, and |
|
5140
7ea6bbf4286c
update docs for windows installer: 32 bit version of python, must run nstaller as administrator, ned pywin32 to run as service. Encourage installation of pytz.
John Rouillard <rouilj@ieee.org>
parents:
5102
diff
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|
1061 therefore may be controlled through the Services control panel. Note |
|
7ea6bbf4286c
update docs for windows installer: 32 bit version of python, must run nstaller as administrator, ned pywin32 to run as service. Encourage installation of pytz.
John Rouillard <rouilj@ieee.org>
parents:
5102
diff
changeset
|
1062 that you **must** install the pywin32 package to allow roundup to |
|
7ea6bbf4286c
update docs for windows installer: 32 bit version of python, must run nstaller as administrator, ned pywin32 to run as service. Encourage installation of pytz.
John Rouillard <rouilj@ieee.org>
parents:
5102
diff
changeset
|
1063 run as a service. The roundup-server program may also control the |
|
7ea6bbf4286c
update docs for windows installer: 32 bit version of python, must run nstaller as administrator, ned pywin32 to run as service. Encourage installation of pytz.
John Rouillard <rouilj@ieee.org>
parents:
5102
diff
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|
1064 service directly: |
|
2177
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diff
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|
1065 |
|
2405
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|
1066 **install the service** |
|
3779
ee73abcc95d2
Sorry, another mega-patch:
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diff
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|
1067 ``roundup-server -C /path/to/my/roundup-server.ini -c install`` |
|
2405
1736886eefb3
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|
1068 **start the service** |
|
1736886eefb3
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|
1069 ``roundup-server -c start`` |
|
1736886eefb3
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|
1070 **stop the service** |
|
1736886eefb3
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|
1071 ``roundup-server -c stop`` |
|
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|
1072 |
|
2405
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|
1073 To bring up the services panel: |
|
2177
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|
1074 |
|
2405
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diff
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|
1075 Windows 2000 and later |
|
1736886eefb3
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diff
changeset
|
1076 Start/Control Panel/Administrative Tools/Services |
|
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1077 Windows NT4 |
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1078 Start/Control Panel/Services |
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1079 |
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1080 You will need a server configuration file (as described in |
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1081 `Configuring roundup-server`_) for specifying tracker homes |
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1082 and other roundup-server configuration. Specify the name of |
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1083 this file using the ``-C`` switch when installing the service. |
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1084 |
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1085 Running the Mail Gateway Script |
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1086 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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1087 |
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1088 The mail gateway script should be scheduled to run regularly on your |
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1089 Windows server. Normally this will result in a window popping up. The |
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1090 solution to this is to: |
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1091 |
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1092 1. Create a new local account on the Roundup server |
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1093 2. Set the scheduled task to run in the context of this user instead |
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1094 of your normal login |
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1095 |
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1096 Mail gateway script command line |
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1097 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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1098 |
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1099 Usage:: |
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1100 |
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1101 usage: roundup_mailgw.py [-h] [-v] [-c DEFAULT_CLASS] [-I OAUTH_CLIENT_ID] |
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1102 [-O OAUTH_DIRECTORY] [-S SET_VALUE] |
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1103 [-T OAUTH_TOKEN_ENDPOINT] |
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1104 [args ...] |
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1105 |
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1106 |
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1107 The roundup mail gateway may be called in one of three ways: |
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1108 |
| 7367 | 1109 - without arguments. Then the env var ROUNDUP_INSTANCE will be tried. |
| 1110 - with an instance home as the only argument, | |
| 1111 - with both an instance home and a mail spool file, or | |
| 1112 - with an instance home, a mail source type and its specification. | |
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1113 |
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1114 It also supports optional ``-S`` (or ``--set-value``) arguments that allows you |
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1115 to set fields for a class created by the roundup-mailgw. The format for |
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1116 this option is [class.]property=value where class can be omitted and |
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1117 defaults to msg. The ``-S`` options uses the same |
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1118 property=value[;property=value] notation accepted by the command line |
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1119 roundup command or the commands that can be given on the Subject line of |
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1120 an email message (if you're using multiple properties delimited with a |
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1121 semicolon the class must be specified only once in the beginning). |
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1122 |
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1123 It can let you set the type of the message on a per e-mail address basis |
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1124 by calling roundup-mailgw with different email addresses and other |
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1125 settings. |
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1126 |
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1127 PIPE: |
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1128 If there is no mail source specified, the mail gateway reads a single |
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1129 message from the standard input and submits the message to the |
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1130 roundup.mailgw module. |
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1131 |
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1132 UNIX mailbox: |
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1133 In this case, the gateway reads all messages from the UNIX mail spool |
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1134 file and submits each in turn to the roundup.mailgw module. The file is |
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1135 emptied once all messages have been successfully handled. The file is |
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1136 specified as:: |
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1137 |
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1138 mailbox /path/to/mailbox |
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1139 |
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1140 In all of the following mail source types, the username and password |
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1141 can be stored in a ``~/.netrc`` file. If done so, only the server name |
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1142 needs to be specified on the command-line. |
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1143 The username and/or password will be prompted for if not supplied on |
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1144 the command-line or in ``~/.netrc``. |
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1145 |
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1146 POP: |
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1147 For the mail source "pop", the gateway reads all messages from the POP |
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1148 server specified and submits each in turn to the roundup.mailgw module. |
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1149 The server is specified as:: |
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1150 |
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1151 pop username:password@server |
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1152 |
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1153 The username and password may be omitted:: |
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1154 |
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1155 pop username@server |
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1156 pop server |
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1157 |
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1158 are both valid. |
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1159 |
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1160 POPS: |
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1161 Connect to a POP server over tls/ssl. |
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1162 This supports the same notation as POP:: |
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1163 |
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1164 pops username:password@server |
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1165 |
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1166 APOP: |
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1167 Same as POP, but using Authenticated POP:: |
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1168 |
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1169 apop username:password@server |
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1170 |
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1171 IMAP: |
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1172 Connect to an IMAP server. This supports the same notation as that of |
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1173 POP mail:: |
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1174 |
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1175 imap username:password@server |
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1176 |
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1177 It also allows you to specify a specific mailbox other than INBOX using |
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1178 this format:: |
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1179 |
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1180 imap username:password@server mailbox |
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1181 |
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1182 IMAPS: |
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1183 Connect to an IMAP server over tls/ssl. |
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1184 This supports the same notation as IMAP:: |
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1185 |
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1186 imaps username:password@server [mailbox] |
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1187 |
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1188 IMAPS_CRAM: |
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1189 Connect to an IMAP server over tls/ssl using CRAM-MD5 authentication. |
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1190 This supports the same notation as IMAP:: |
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1191 |
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1192 imaps_cram username:password@server [mailbox] |
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1193 |
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1194 IMAPS_OAUTH: |
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1195 Connect to an IMAP server over tls/ssl using OAUTH authentication. |
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1196 Note that this does not support a password in imaps URLs. |
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1197 Instead it uses only the user and server and a command-line option for |
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1198 the directory with the files ``access_token``, ``refresh_token``, |
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1199 ``client_secret``, and ``client_id``. |
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1200 By default this directory is ``oauth`` in your tracker home directory. The |
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1201 access token is tried first and, if expired, the refresh token together |
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1202 with the client secret is used to retrieve a new access token. Note that |
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1203 both token files need to be *writeable*, the access token is |
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1204 continuously replaced and some cloud providers may also renew the |
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1205 refresh token from time to time:: |
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1206 |
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1207 imaps_oauth username@server [mailbox] |
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1208 |
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1209 The refresh and access tokens (the latter can be left empty), the |
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1210 client id and the client secret need to be retrieved via cloud provider |
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1211 specific protocols or websites. |
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1212 |
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1213 You need the requests_ library installed for OAuth. |
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1214 |
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1215 .. _requests: https://requests.readthedocs.io/en/latest/ |
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1216 |
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1217 |
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1218 .. index:: ! roundup-admin |
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1219 single: roundup-admin; usage |
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1220 single: roundup-admin; data formats |
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1221 single: roundup-admin; man page reference |
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1222 pair: roundup-admin; designator |
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1223 |
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1224 Using roundup-admin |
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1225 =================== |
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1226 |
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1227 Part of the installation includes a man page for roundup-admin. Ypu |
| 6175 | 1228 should be able to read it using ``man roundup-admin``. As shown above, |
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1229 it is a generic tool for manipulating the underlying database for you |
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1230 tracker. |
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1231 |
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1232 Examples above show how to use it to: |
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1233 |
| 7367 | 1234 * install and initialize a new tracker |
| 1235 * export/import tracker data for migrating between backends | |
| 7477 | 1236 * creating a new user from the command line |
| 7367 | 1237 * list/find users in the tracker |
|
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1238 |
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1239 The basic usage is:: |
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1240 |
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1241 Usage: roundup-admin [options] [<command> <arguments>] |
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1242 |
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1243 Options: |
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1244 -i instance home -- specify the issue tracker "home directory" to administer |
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1245 -u -- the user[:password] to use for commands (default admin) |
|
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1246 -d -- print full designators not just class id numbers |
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1247 -c -- when outputting lists of data, comma-separate them. |
|
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1248 Same as '-S ","'. |
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1249 -S <string> -- when outputting lists of data, string-separate them |
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1250 -s -- when outputting lists of data, space-separate them. |
|
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1251 Same as '-S " "'. |
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1252 -V -- be verbose when importing |
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1253 -v -- report Roundup and Python versions (and quit) |
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1254 |
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1255 Only one of -s, -c or -S can be specified. |
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1256 |
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|
1257 Help: |
|
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1258 roundup-admin -h |
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1259 roundup-admin help -- this help |
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1260 roundup-admin help <command> -- command-specific help |
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1261 roundup-admin help all -- all available help |
|
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1262 |
|
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1263 Commands: |
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|
1264 commit |
|
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1265 create classname property=value ... |
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1266 display designator[,designator]* |
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1267 export [[-]class[,class]] export_dir |
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1268 exporttables [[-]class[,class]] export_dir |
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|
1269 filter classname propname=value ... |
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1270 find classname propname=value ... |
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1271 genconfig <filename> |
|
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1272 get property designator[,designator]* |
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1273 help topic |
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|
1274 history designator [skipquiet] |
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1275 import import_dir |
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1276 importtables export_dir |
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1277 initialise [adminpw] |
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1278 install [template [backend [key=val[,key=val]]]] |
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1279 list classname [property] |
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1280 migrate |
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1281 pack period | date |
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1282 perftest [mode] [arguments]* |
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1283 pragma setting=value | 'list' |
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1284 reindex [classname|classname:#-#|designator]* |
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1285 restore designator[,designator]* |
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1286 retire designator[,designator]* |
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1287 rollback |
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1288 security [Role name] |
|
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1289 set items property=value [property=value ...] |
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1290 specification classname |
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1291 table classname [property[,property]*] |
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1292 templates [trace_search] |
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1293 updateconfig <filename> |
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1294 Commands may be abbreviated as long as the abbreviation |
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1295 matches only one command, e.g. l == li == lis == list. |
|
2177
a276e2531321
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|
1296 |
|
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|
1297 One thing to note, The ``-u user`` setting does not currently operate |
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1298 like a user logging in via the web. The user running roundup-admin |
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|
1299 must have read access to the tracker home directory. As a result the |
|
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|
1300 user has access to the files and the database info contained in |
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|
1301 config.ini. |
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|
1302 |
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|
1303 Using ``-u user`` sets the actor/user parameter in the |
|
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|
1304 journal. Changes that are made are attributed to that |
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1305 user. The password is ignored if provided. Any existing |
|
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|
1306 username has full access to the data just like the admin |
|
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Mitigation for issue2551246 -u opton to roundup-admin
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|
1307 user. This is an area for further development so that |
|
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Mitigation for issue2551246 -u opton to roundup-admin
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|
1308 roundup-admin could be used with sudo to provide secure |
|
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|
1309 command line access to a tracker. |
|
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|
1310 |
|
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|
1311 In general you should forget that there is a -u parameter. |
|
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|
1312 |
|
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|
1313 All commands (except help, genconfig, templates) require a tracker |
|
1642a7b501df
Add additional command that do not require a tracker home.
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|
1314 specifier. This is just the path to the roundup tracker you're working |
|
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Add additional command that do not require a tracker home.
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|
1315 with. A roundup tracker is where roundup keeps the database and |
|
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diff
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|
1316 configuration file that defines an issue tracker. It may be thought of |
|
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|
1317 as the issue tracker's "home directory". It may be specified in the |
|
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Add additional command that do not require a tracker home.
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|
1318 environment variable ``TRACKER_HOME`` or on the command line as "``-i |
|
1642a7b501df
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|
1319 tracker``". |
|
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1320 |
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1321 A designator is a classname and an itemid concatenated, eg. bug1, |
|
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1322 user10, ... Property values are represented as strings in command |
|
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1323 arguments and in the printed results: |
|
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1324 |
|
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1325 - Strings are, well, strings. |
|
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1326 - Password values will display as their encoded value. |
|
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1327 - Date values are printed in the full date format in the local time |
|
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1328 zone, and accepted in the full format or any of the partial formats |
|
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1329 explained below.:: |
|
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1330 |
|
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1331 Input of... Means... |
|
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1332 "2000-04-17.03:45" 2000-04-17.03:45:00 |
|
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1333 "2000-04-17" 2000-04-17.00:00:00 |
|
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1334 "01-25" yyyy-01-25.00:00:00 |
|
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1335 "08-13.22:13" yyyy-08-13.22:13:00 |
|
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1336 "11-07.09:32:43" yyyy-11-07.09:32:43 |
|
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1337 "14:25" yyyy-mm-dd.14:25:00 |
|
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1338 "8:47:11" yyyy-mm-dd.08:47:11 |
|
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1339 "2003" 2003-01-01.00:00:00 |
|
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1340 "2003-04" 2003-04-01.00:00:00 |
|
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1341 "." "right now" |
|
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1342 |
|
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1343 - Link values are printed as item designators. When given as an |
|
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1344 argument, item designators and key strings are both accepted. |
|
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1345 - Multilink values are printed as lists of item designators joined by |
|
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1346 commas. When given as an argument, item designators and key strings |
|
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1347 are both accepted; an empty string, a single item, or a list of items |
|
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1348 joined by commas is accepted. |
|
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1349 |
|
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1350 When multiple items are specified to the roundup get or roundup set |
|
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1351 commands, the specified properties are retrieved or set on all the |
|
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1352 listed items. When multiple results are returned by the roundup get or |
|
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1353 roundup find commands, they are printed one per line (default) or joined |
|
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1354 by commas (with the "``-c``" option). |
|
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1355 |
|
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1356 Where the command changes data, a login name/password is required. The |
|
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1357 login may be specified as either "``name``" or "``name:password``". |
|
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|
1358 |
|
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1359 - ``ROUNDUP_LOGIN`` environment variable |
|
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1360 - the "``-u``" command-line option |
|
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1361 |
|
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|
1362 If either the name or password is not supplied, they are obtained from |
|
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|
1363 the command-line. |
|
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1364 |
|
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1365 The ``-u user`` setting does not currently operate like a |
|
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1366 user logging in via the web. The user running roundup-admin |
|
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1367 must have read access to the tracker home directory. As a |
|
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1368 result the user has access to the files and the database |
|
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1369 info contained in config.ini. |
|
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1370 |
|
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1371 Using ``-u user`` sets the actor/user parameter in the |
|
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1372 journal. Changes that are made are attributed to that |
|
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1373 user. The password is ignored if provided. Any existing |
|
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1374 username has full access to the data just like the admin |
|
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1375 user. This is an area for further development so that |
|
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1376 roundup-admin could be used with sudo to provide secure |
|
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|
1377 command line access to a tracker. |
|
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|
1378 |
|
7454
76b2f3c95c03
Add anchor for init section.
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|
1379 .. _initpw: |
|
76b2f3c95c03
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|
1380 |
|
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|
1381 When you initialise a new tracker instance you are prompted for the |
|
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|
1382 admin password. If you want to initialise a tracker non-interactively |
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|
1383 you can put the initialise command and password on the command |
|
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1384 line. But this allows others on the host to see the password (using |
|
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|
1385 the ps command). To initialise a tracker non-interactively without |
|
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1386 exposing the password, create a file (e.g init_tracker) set to mode |
|
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1387 600 (so only the owner can read it) with the contents: |
|
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|
1388 |
|
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|
1389 initialise admin_password |
|
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1390 |
|
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1391 and feed it to roundup-admin on standard input. E.G. |
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1392 |
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1393 cat init_tracker | roundup-admin -i tracker_dir |
|
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1394 |
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1395 (for more details see https://issues.roundup-tracker.org/issue2550789.) |
|
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1396 |
|
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|
1397 .. index:: ! roundup-admin; usage in scripts |
|
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1398 |
|
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1399 Using with the shell |
|
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1400 -------------------- |
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1401 |
|
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1402 With version 0.6.0 or newer of roundup (which introduced support for |
|
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1403 multiple designators to display and the -d, -S and -s flags): |
|
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1404 |
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1405 To find all messages regarding chatting issues that contain the word |
|
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1406 "spam", for example, you could execute the following command from the |
|
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1407 directory where the database dumps its files:: |
|
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1408 |
|
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|
1409 shell% for issue in `roundup-admin -ds find issue status=chatting`; do |
|
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1410 > grep -l spam `roundup-admin -ds ' ' get messages $issue` |
|
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1411 > done |
|
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1412 msg23 |
|
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changeset
|
1413 msg49 |
|
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|
1414 msg50 |
|
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|
1415 msg61 |
|
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|
1416 shell% |
|
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changeset
|
1417 |
|
0bf616cfa178
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|
1418 Or, using the -dc option, this can be written as a single command:: |
|
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|
1419 |
|
0bf616cfa178
Move mail gateway and roundup-admin doc to admin guide from user guide
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|
1420 shell% grep -l spam `roundup get messages \ |
|
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|
1421 \`roundup -dc find issue status=chatting\`` |
|
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|
1422 msg23 |
|
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|
1423 msg49 |
|
0bf616cfa178
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changeset
|
1424 msg50 |
|
0bf616cfa178
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|
1425 msg61 |
|
0bf616cfa178
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|
1426 shell% |
|
0bf616cfa178
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changeset
|
1427 |
|
0bf616cfa178
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|
1428 You can also display issue contents:: |
|
0bf616cfa178
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changeset
|
1429 |
|
0bf616cfa178
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1430 shell% roundup-admin display `roundup-admin -dc get messages \ |
|
0bf616cfa178
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|
1431 issue3,issue1` |
|
0bf616cfa178
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|
1432 files: [] |
|
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|
1433 inreplyto: None |
|
0bf616cfa178
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|
1434 recipients: [] |
|
0bf616cfa178
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|
1435 author: 1 |
|
0bf616cfa178
Move mail gateway and roundup-admin doc to admin guide from user guide
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|
1436 date: 2003-02-16.21:23:03 |
|
0bf616cfa178
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changeset
|
1437 messageid: None |
|
0bf616cfa178
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|
1438 summary: jkdskldjf |
|
0bf616cfa178
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|
1439 files: [] |
|
0bf616cfa178
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|
1440 inreplyto: None |
|
0bf616cfa178
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|
1441 recipients: [] |
|
0bf616cfa178
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|
1442 author: 1 |
|
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|
1443 date: 2003-02-15.01:59:11 |
|
0bf616cfa178
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|
1444 messageid: None |
|
0bf616cfa178
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|
1445 summary: jlkfjadsf |
|
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changeset
|
1446 |
|
0bf616cfa178
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|
1447 or status:: |
|
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changeset
|
1448 |
|
0bf616cfa178
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|
1449 shell% roundup-admin get name `/tools/roundup/bin/roundup-admin \ |
|
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|
1450 -dc -i /var/roundup/sysadmin get status issue3,issue1` |
|
0bf616cfa178
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changeset
|
1451 unread |
|
0bf616cfa178
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changeset
|
1452 deferred |
|
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changeset
|
1453 |
|
0bf616cfa178
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|
1454 or status on a single line:: |
|
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changeset
|
1455 |
|
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|
1456 shell% echo `roundup-admin get name \`/tools/roundup/bin/roundup-admin \ |
|
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changeset
|
1457 -dc -i /var/roundup/sysadmin get status issue3,issue1\`` |
|
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changeset
|
1458 unread deferred |
|
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changeset
|
1459 |
|
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changeset
|
1460 which is the same as:: |
|
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changeset
|
1461 |
|
0bf616cfa178
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|
1462 shell% roundup-admin -s get name `/tools/roundup/bin/roundup-admin \ |
|
0bf616cfa178
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changeset
|
1463 -dc -i /var/roundup/sysadmin get status issue3,issue1` |
|
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changeset
|
1464 unread deferred |
|
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changeset
|
1465 |
|
0bf616cfa178
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changeset
|
1466 Also the tautological:: |
|
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changeset
|
1467 |
|
0bf616cfa178
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changeset
|
1468 shell% roundup-admin get name \ |
|
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changeset
|
1469 `roundup-admin -dc get status \`roundup-admin -dc find issue \ |
|
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|
1470 status=chatting\`` |
|
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|
1471 chatting |
|
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changeset
|
1472 chatting |
|
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changeset
|
1473 |
|
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Move mail gateway and roundup-admin doc to admin guide from user guide
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changeset
|
1474 Remember the roundup commands that accept multiple designators accept |
|
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|
1475 them ',' separated so using '-dc' is almost always required. |
|
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|
1476 |
|
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changeset
|
1477 |
|
2003
a291bf753037
maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1478 .. _`customisation documentation`: customizing.html |
|
7354
692242b3effd
initial pass to change references to reference doc where needed.
John Rouillard <rouilj@ieee.org>
parents:
7335
diff
changeset
|
1479 .. _`reference documentation`: reference.html |
|
2387
4962f99aaa27
*** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents:
2203
diff
changeset
|
1480 .. _`upgrading documentation`: upgrading.html |
|
6458
8f1b91756457
issue2551147 - Enable compression of http responses in roundup.
John Rouillard <rouilj@ieee.org>
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6436
diff
changeset
|
1481 .. _`installation documentation`: installation.html |
