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| author | Richard Jones <richard@users.sourceforge.net> |
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| date | Thu, 03 Apr 2003 01:55:01 +0000 |
| parents | 93e0a565cee5 |
| children | 1ac46e7e4150 |
| rev | line source |
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1 ========== |
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2 User Guide |
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3 ========== |
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4 |
| 1575 | 5 :Version: $Revision: 1.18 $ |
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6 |
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7 .. contents:: |
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8 |
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9 Note: this document will refer to *issues* as the primary store of information |
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10 in the tracker. This is the default of the classic template, bubt may vary in |
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11 any given installation. |
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12 |
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13 Your Tracker in a Nutshell |
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14 ========================== |
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15 |
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16 Your tracker holds information about issues in bundles we call *items*. An |
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17 item may be an *issue* (a bug or feature request) or a *user*. The issue-ness or |
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18 user-ness is called the item's *class*. So, for bug reports and features, the |
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19 class is "issue", and for users the class is "user". |
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20 |
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21 Each item in the tracker has an id number that identifies it along with its |
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22 item class. To identify a particular issue or user, we combine the class with |
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23 the number to create a unique label, so that user 1 (who, incidentally, is |
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24 *always* the "admin" user) is referred to as "user1". Issue number 315 is |
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25 referred to as "issue315". We call that label the item's *designator*. |
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26 |
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27 Accessing the Tracker |
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28 --------------------- |
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29 |
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30 You may access your tracker through one of three ways: |
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31 |
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32 1. through the `web interface`_, |
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33 2. through the `e-mail gateway`_, or |
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34 3. using the `command line tool`_. |
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35 |
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36 The last is usually only used by administrators. Most users will use the web |
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37 and email interfaces. All three are explained below. |
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38 |
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39 |
| 1575 | 40 Searching in your Tracker |
| 41 ------------------------- | |
| 42 | |
| 43 All interfaces to your tracker use the same format for sepcifying search | |
| 44 parameters. | |
| 45 | |
| 46 String and Numeric properties | |
| 47 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | |
| 48 | |
| 49 These fields just take a simple text value, like ``topic=It's broken``. | |
| 50 | |
| 51 Boolean properties | |
| 52 ~~~~~~~~~~~~~~~~~~ | |
| 53 | |
| 54 These fields take a value which indicates "yes"/"no", "true"/"false", | |
| 55 "1"/"0" or "on"/"off". | |
| 56 | |
| 57 Constrained (link and multilink) properties | |
| 58 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | |
| 59 | |
| 60 Fields like "Assigned To" and "Topics" hold references to items in other | |
| 61 classes ("user" and "keyword" in those two cases.) | |
| 62 | |
| 63 We use a comma-separated list of values to indicated which values of "user" | |
| 64 or "keyword" are interesting. The values may be either numeric ids or the | |
| 65 names of items. The special value "-1" may be used to match items where the | |
| 66 property is not set. For example, the following searches on the issues: | |
| 67 | |
| 68 ``assignedto=richard,george`` | |
| 69 match issues which are assigned to richard or george. | |
| 70 ``assignedto=-1`` | |
| 71 match issues that are not assigned to a user. | |
| 72 ``assignedto=2,3,40`` | |
| 73 match issues that are assigned to users 2, 3 or 40. | |
| 74 ``topic=user interface`` | |
| 75 match issues with the keyword "user interface" in their topic list | |
| 76 ``topic=web interface,email interface`` | |
| 77 match issues with the keyword "web interface" or "email interface" in | |
| 78 their topic list | |
| 79 ``topic=-1`` | |
| 80 match issues with no topics set | |
| 81 | |
| 82 | |
| 83 Date properties | |
| 84 ~~~~~~~~~~~~~~~ | |
| 85 | |
| 86 Some fields in the search page (e.g. "Activity" or "Creation date") hold | |
| 87 dates. A plain date entered as a search field will match that date exactly | |
| 88 in the database. We may also accept ranges of dates. You can specify range | |
| 89 of dates in one of two formats: | |
| 90 | |
| 91 1. English syntax:: | |
| 92 | |
| 93 [[From] <value>][ To <value>] | |
| 94 | |
| 95 Keywords "From" and "To" are case insensitive. Keyword "From" is optional. | |
| 96 | |
| 97 2. "Geek" syntax:: | |
| 98 | |
| 99 [<value>][; <value>] | |
| 100 | |
| 101 Either first or second ``<value>`` can be omitted in both syntaxes. | |
| 102 | |
| 103 For example, if you enter string "from 9:00" to "Creation date" field, | |
| 104 roundup will find all issues, that were created today since 9 AM. | |
| 105 | |
| 106 Searching of "-2m; -1m" on activity field gives you issues which were | |
| 107 active between period of time since 2 months up-till month ago. | |
| 108 | |
| 109 Other possible examples (consider local time is Sat Mar 8 22:07:48 2003):: | |
| 110 | |
| 111 >>> Range("from 2-12 to 4-2") | |
| 112 <Range from 2003-02-12.00:00:00 to 2003-04-02.00:00:00> | |
| 113 | |
| 114 >>> Range("18:00 TO +2m") | |
| 115 <Range from 2003-03-08.18:00:00 to 2003-05-08.20:07:48> | |
| 116 | |
| 117 >>> Range("12:00") | |
| 118 <Range from 2003-03-08.12:00:00 to None> | |
| 119 | |
| 120 >>> Range("tO +3d") | |
| 121 <Range from None to 2003-03-11.20:07:48> | |
| 122 | |
| 123 >>> Range("2002-11-10; 2002-12-12") | |
| 124 <Range from 2002-11-10.00:00:00 to 2002-12-12.00:00:00> | |
| 125 | |
| 126 >>> Range("; 20:00 +1d") | |
| 127 <Range from None to 2003-03-09.20:00:00> | |
| 128 | |
| 129 | |
| 130 Interval properties | |
| 131 ~~~~~~~~~~~~~~~~~~~ | |
| 132 | |
| 133 XXX explain... | |
| 134 | |
| 135 | |
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136 Web Interface |
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137 ============= |
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138 |
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139 Note: this document contains screenshots of the default look and feel. Your |
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140 site may have a slightly (or very) different look, but the functionality will |
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141 be very similar, and the concepts still hold. |
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142 |
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143 The web interface is broken up into the following parts: |
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144 |
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145 1. `lists of items`_, |
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146 2. `display, edit or entry of an item`_, and |
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147 3. `searching page`_. |
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148 |
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149 |
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150 Lists of Items |
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151 -------------- |
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152 |
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153 The first thing you'll see when you log into Roundup will be a list of open |
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154 (ie. not resolved) issues. This list has been generated by a bunch of controls |
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155 `under the covers`_ but for now, you can see something like: |
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156 |
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157 .. img: images/index_logged_out.png |
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158 |
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159 The screen is divided up into three sections: |
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160 |
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161 .. img: images/page_layout.png |
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162 |
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163 you may either register or log in. Registration takes you to: |
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164 |
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165 .. img: images/registration.png |
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166 |
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167 Once you're logged in, the screen changes slightly to: |
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168 |
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169 .. img: images/index_logged_in.png |
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170 |
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171 Note that the sidebar menu has changed slightly, so you can now get to your |
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172 "My Details" page: |
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173 |
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174 .. img: images/my_details.png |
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175 |
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176 Note the new information on this page - the history. |
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177 |
| 1228 | 178 |
| 179 Display, edit or entry of an item | |
| 180 --------------------------------- | |
| 181 | |
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182 Create a new issue with "create new" under the issue subheading. This will |
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183 take you to: |
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184 |
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185 .. img: images/new_issue.png |
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186 |
| 1228 | 187 The `nosy list`_ is explained below. |
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188 Enter some information and click "submit new entry" and you'll be rewarded |
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189 with: |
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190 |
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191 .. img: images/new_issue_created.png |
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192 |
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193 or, if you don't enter all the required information (or some other error |
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194 occurs) you'll get something like: |
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195 |
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196 .. img: images/new_issue_error.png |
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197 |
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198 |
| 1228 | 199 Searching Page |
| 200 -------------- | |
| 201 | |
| 1575 | 202 see `searching in your tracker`_ for an explanation of how the searching |
| 203 works. | |
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204 |
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205 Under the covers |
| 1575 | 206 ~~~~~~~~~~~~~~~~ |
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207 |
| 1575 | 208 The searching page converts your selections into the following arguments: |
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209 |
| 1098 | 210 ========== ============================================================= |
| 211 Argument Description | |
| 212 ========== ============================================================= | |
| 213 :sort sort by prop name, optionally preceeded with '-' | |
| 214 to give descending or nothing for ascending sorting. | |
| 215 :group group by prop name, optionally preceeded with '-' or | |
| 216 to sort in descending or nothing for ascending order. | |
| 217 :filter selects which props should be displayed in the filter | |
| 218 section. Default is all. | |
| 219 :columns selects the columns that should be displayed. | |
| 220 Default is all. | |
| 221 propname selects the values the item properties given by propname | |
| 222 must have (very basic search/filter). | |
| 223 ========== ============================================================= | |
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224 |
| 1575 | 225 You may manually write URLS that contain these arguments, like so (whitespace |
| 226 has been added for clarity):: | |
| 227 | |
| 228 /issue?status=unread,in-progress,resolved& | |
| 229 topic=security,ui& | |
| 230 :group=priority& | |
| 231 :sort=-activity& | |
| 232 :filters=status,topic& | |
| 233 :columns=title,status,fixer | |
| 234 | |
| 235 | |
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236 Access Controls |
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237 --------------- |
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238 |
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239 User access is controlled through Permissions. These are are grouped into |
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240 Roles, and users have a comma-separated list of Roles assigned to them. |
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241 |
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242 Permissions divide access controls up into answering questions like: |
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243 |
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244 - may the user edit issues ("Edit", "issue") |
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245 - is the user allowed to use the web interface ("Web Access") |
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246 - may the user edit other user's Roles through the web ("Web Roles") |
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247 |
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248 Any number of new Permissions and Roles may be created as described in the |
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249 customisation documentation. Examples of new access controls are: |
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250 |
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251 - only managers may sign off issues as complete |
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252 - don't give users who register through email web access |
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253 - let some users edit the details of all users |
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254 |
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255 |
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256 E-Mail Gateway |
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257 ============== |
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258 |
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259 E-mail sent to Roundup is examined for several pieces of information: |
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260 |
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261 1. `subject-line information`_ identifying the purpose of the e-mail |
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262 2. `e-mail message content`_ which is to be extracted |
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263 3. e-mail attachments which should be associated with the message |
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264 |
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265 Subject-line information |
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266 ------------------------ |
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267 |
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268 The subject line of the incoming message is examined to find one of: |
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269 |
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270 1. the item that the message is responding to, |
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271 2. the type of item the message should create, or |
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272 3. we default the item class and try some trickiness |
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273 |
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274 If the subject line contains a prefix in ``[square brackets]`` then we're |
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275 looking at case 1 or 2 above. Note that any "re:" or "fwd:" prefixes are |
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276 stripped off the subject line before we start looking for real information. |
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277 |
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278 If an item designator (class name and id number, for example ``issue123``) |
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279 is found there, a new "msg" item is added to the "messages" property for |
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280 that item, and any new "file" items are added to the "files" property for |
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281 the item. |
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282 |
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283 If just an item class name is found there, we attempt to create a new item of |
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284 that class with its "messages" property initialized to contain the new "msg" |
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285 item and its "files" property initialized to contain any new "file" items. |
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286 |
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287 The third case above - where no ``[information]`` is provided, the tracker's |
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288 ``MAIL_DEFAULT_CLASS`` configuration variable defines what class of item |
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289 the message relates to. We try to match the subject line to an existing |
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290 item of the default class, and if there's a match, the message is related to |
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291 that matched item. If not, then a new item of the default class is created. |
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292 |
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293 Setting Properties |
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294 ~~~~~~~~~~~~~~~~~~ |
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295 |
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296 The e-mail interface also provides a simple way to set properties on items. At |
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297 the end of the subject line, propname=value pairs can be specified in square |
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298 brackets, using the same conventions as for the roundup set shell command. |
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299 |
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300 For example, |
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301 |
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302 - setting the priority of an issue:: |
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303 |
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304 Subject: Re: [issue1] the coffee machine is broken! [priority=urgent] |
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305 |
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306 - adding yourself to a nosy list:: |
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307 |
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308 Subject: Re: [issue2] we're out of widgets [nosy=+richard] |
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309 |
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310 - setting the nosy list to just you and cliff:: |
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311 |
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312 Subject: Re: [issue2] we're out of widgets [nosy=richard,cliff] |
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313 |
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314 - removing yourself from a nosy list and setting the priority:: |
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315 |
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316 Subject: Re: [issue2] we're out of widgets [nosy=-richard;priority=bug] |
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317 |
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318 In all cases, the message relates to issue 2. The ``Re:`` prefix is stripped |
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319 off. |
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320 |
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321 |
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322 Automatic Properties |
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323 ~~~~~~~~~~~~~~~~~~~~ |
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324 |
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325 **status of new issues** |
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326 When a new message is received that is not identified as being related to an |
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327 existing issue, it creates a new issue. The status of the new issue is |
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328 defaulted to "unread". |
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329 |
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330 **reopening of resolved issues** |
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331 When a message is is received for a resolved issue, the issue status is |
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332 automatically reset to "chatting" to indicate new information has been |
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333 received. |
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334 |
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335 |
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336 E-Mail Message Content |
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337 ---------------------- |
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338 |
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339 Roundup only associates plain text (MIME type ``text/plain``) as messages for |
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340 items. Any other parts of a message are associated as downloadable files. If |
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341 no plain text part is found, the message is rejected. |
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342 |
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343 To do this, incoming messages are examined for multiple parts: |
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344 |
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345 * In a multipart/mixed message or part, each subpart is extracted and |
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346 examined. The text/plain subparts are assembled to form the textual body |
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347 of the message, to be stored in the file associated with a "msg" class |
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348 item. Any parts of other types are each stored in separate files and |
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349 given "file" class items that are linked to the "msg" item. |
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350 * In a multipart/alternative message or part, we look for a text/plain |
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351 subpart and ignore the other parts. |
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352 |
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353 If the message is a response to a previous message, and contains quoted |
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354 sections, then these will be stripped out of the message if the |
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355 ``EMAIL_KEEP_QUOTED_TEXT`` configuration variable is set to ``'no'``. |
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356 |
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357 Message summary |
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358 ~~~~~~~~~~~~~~~ |
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359 |
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360 The "summary" property on message items is taken from the first non-quoting |
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361 section in the message body. The message body is divided into sections by blank |
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362 lines. Sections where the second and all subsequent lines begin with a ">" or |
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363 "|" character are considered "quoting sections". The first line of the first |
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364 non-quoting section becomes the summary of the message. |
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365 |
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366 |
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367 Address handling |
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368 ---------------- |
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369 |
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370 All of the addresses in the ``To:`` and ``Cc:`` headers of the incoming |
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371 message are |
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372 looked up among the tracker users, and the corresponding users are placed |
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373 in the |
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374 "recipients" property on the new "msg" item. The address in the ``From:`` header |
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375 similarly determines the "author" property of the new "msg" item. The default |
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376 handling for addresses that don't have corresponding users is to create new |
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377 users with no passwords and a username equal to the address. |
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378 |
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379 The addresses mentioned in the ``To:``, ``From:`` and ``Cc:`` headers of |
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380 the message may be added to the `nosy list`_ depending on: |
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381 |
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382 ``ADD_AUTHOR_TO_NOSY`` |
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383 Does the author of a message get placed on the nosy list automatically? |
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384 If 'new' is used, then the author will only be added when a message |
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385 creates a new issue. If 'yes', then the author will be added on followups |
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386 too. If 'no', they're never added to the nosy. |
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387 |
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388 ``ADD_RECIPIENTS_TO_NOSY`` |
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389 Do the recipients (To:, Cc:) of a message get placed on the nosy list? |
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390 If 'new' is used, then the recipients will only be added when a message |
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391 creates a new issue. If 'yes', then the recipients will be added on |
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392 followups too. If 'no', they're never added to the nosy. |
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393 |
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394 |
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395 Nosy List |
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396 ~~~~~~~~~ |
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397 |
| 1228 | 398 Roundup watches for additions to the "messages" property of items. |
| 399 | |
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400 When a new message is added, it is sent to all the users |
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401 on the "nosy" list for the item that are not already on the "recipients" list |
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402 of the message. Those users are then appended to the "recipients" property on |
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403 the message, so multiple copies of a message are never sent to the same user. |
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404 The journal recorded by the hyperdatabase on the "recipients" property then |
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405 provides a log of when the message was sent to whom. |
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406 |
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407 If the author of the message is also in the nosy list for the item that the |
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408 message is attached to, then the config var ``MESSAGES_TO_AUTHOR`` is queried |
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409 to determine if they get a nosy list copy of the message too. |
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410 |
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411 |
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412 Mail gateway script command line |
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413 -------------------------------- |
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414 |
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415 The roundup mail gateway may be called in one of three ways: |
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416 |
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417 . with an instance home as the only argument, |
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418 . with both an instance home and a mail spool file, or |
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419 . with both an instance home and a pop server account. |
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420 |
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421 It also supports optional -C and -S arguments that allows you to set a |
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422 fields for a class created by the roundup-mailgw. The default class if |
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423 not specified is msg, but the other classes: issue, file, user can |
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424 also be used. The -S or --set options uses the same |
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425 property=value[;property=value] notation accepted by the command line |
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426 roundup command or the commands that can be given on the Subject line |
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427 of an email message. |
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428 |
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429 It can let you set the type of the message on a per email address basis. |
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430 |
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431 PIPE: |
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432 In the first case, the mail gateway reads a single message from the |
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433 standard input and submits the message to the roundup.mailgw module. |
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434 |
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435 UNIX mailbox: |
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436 In the second case, the gateway reads all messages from the mail spool |
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437 file and submits each in turn to the roundup.mailgw module. The file is |
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438 emptied once all messages have been successfully handled. The file is |
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439 specified as:: |
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440 |
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441 mailbox /path/to/mailbox |
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442 |
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443 POP: |
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444 In the third case, the gateway reads all messages from the POP server |
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445 specified and submits each in turn to the roundup.mailgw module. The |
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446 server is specified as:: |
| 1560 | 447 |
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448 pop username:password@server |
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449 |
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450 The username and password may be omitted:: |
| 1560 | 451 |
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452 pop username@server |
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453 pop server |
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454 |
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455 are both valid. The username and/or password will be prompted for if |
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456 not supplied on the command-line. |
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457 |
| 1560 | 458 APOP: |
| 459 Same as POP, but using Authenticated POP:: | |
| 460 | |
| 461 apop username:password@server | |
| 462 | |
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463 |
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464 Command Line Tool |
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465 ================= |
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466 |
| 1098 | 467 The basic usage is:: |
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468 |
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469 Usage: roundup-admin [options] [<command> <arguments>] |
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470 |
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471 Options: |
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472 -i instance home -- specify the issue tracker "home directory" to administer |
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473 -u -- the user[:password] to use for commands |
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474 -d -- print full designators not just class id numbers |
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475 -c -- when outputting lists of data, comma-separate them. |
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476 Same as '-S ","'. |
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477 -S <string> -- when outputting lists of data, string-separate them |
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478 -s -- when outputting lists of data, space-separate them. |
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479 Same as '-S " "'. |
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480 |
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481 Only one of -s, -c or -S can be specified. |
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482 |
| 1098 | 483 Help: |
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484 roundup-admin -h |
| 1098 | 485 roundup-admin help -- this help |
| 486 roundup-admin help <command> -- command-specific help | |
| 487 roundup-admin help all -- all available help | |
| 488 | |
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489 Commands: |
| 1098 | 490 commit |
| 491 create classname property=value ... | |
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492 display designator[,designator]* |
| 1098 | 493 export [class[,class]] export_dir |
| 494 find classname propname=value ... | |
| 495 get property designator[,designator]* | |
| 496 help topic | |
| 497 history designator | |
| 498 import import_dir | |
| 499 initialise [adminpw] | |
| 500 install [template [backend [admin password]]] | |
| 501 list classname [property] | |
| 502 pack period | date | |
| 503 reindex | |
| 504 retire designator[,designator]* | |
| 505 rollback | |
| 506 security [Role name] | |
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507 set items property=value property=value ... |
| 1098 | 508 specification classname |
| 509 table classname [property[,property]*] | |
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510 Commands may be abbreviated as long as the abbreviation matches only one |
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511 command, e.g. l == li == lis == list. |
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512 |
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513 |
| 1098 | 514 All commands (except help) require a tracker specifier. This is just the |
| 515 path to the roundup tracker you're working with. A roundup tracker is where | |
| 516 roundup keeps the database and configuration file that defines an issue | |
| 517 tracker. It may be thought of as the issue tracker's "home directory". | |
| 518 It may be specified in the environment variable ``TRACKER_HOME`` or on | |
| 519 the command line as "``-i tracker``". | |
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520 |
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521 A designator is a classname and an itemid concatenated, eg. bug1, user10, ... |
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522 Property values are represented as strings in command arguments and in the |
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523 printed results: |
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524 |
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525 - Strings are, well, strings. |
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526 - Password values will display as their encoded value. |
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527 - Date values are printed in the full date format in the local time zone, |
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528 and accepted in the full format or any of the partial formats explained |
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529 below.:: |
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530 |
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531 Input of... Means... |
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532 "2000-04-17.03:45" 2000-04-17.08:45:00 |
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533 "2000-04-17" 2000-04-17.00:00:00 |
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534 "01-25" yyyy-01-25.00:00:00 |
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535 "08-13.22:13" yyyy-08-14.03:13:00 |
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536 "11-07.09:32:43" yyyy-11-07.14:32:43 |
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537 "14:25" yyyy-mm-dd.19:25:00 |
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538 "8:47:11" yyyy-mm-dd.13:47:11 |
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539 "." "right now" |
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540 |
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541 - Link values are printed as item designators. When given as an argument, |
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542 item designators and key strings are both accepted. |
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543 - Multilink values are printed as lists of item designators joined by |
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544 commas. When given as an argument, item designators and key strings are |
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545 both accepted; an empty string, a single item, or a list of items joined |
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546 by commas is accepted. |
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547 |
| 1098 | 548 When multiple items are specified to the roundup get or roundup set |
| 549 commands, the specified properties are retrieved or set on all the listed | |
| 550 items. When multiple results are returned by the roundup get or roundup | |
| 551 find commands, they are printed one per line (default) or joined by commas | |
| 552 (with the "``-c``" option). | |
|
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553 |
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554 Where the command changes data, a login name/password is required. The login may |
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555 be specified as either "``name``" or "``name:password``". |
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556 |
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557 - ``ROUNDUP_LOGIN`` environment variable |
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558 - the "``-u``" command-line option |
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559 |
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560 If either the name or password is not supplied, they are obtained from the |
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561 command-line. |
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562 |
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563 Using with the shell |
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564 ~~~~~~~~~~~~~~~~~~~~ |
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565 |
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566 With version 0.6.0 or newer of roundup which supports: multiple |
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567 designators to display and the -d, -S and -s flags. |
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568 |
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569 To find all messages regarding chatting issues that |
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570 contain the word "spam", for example, you could execute the |
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571 following command from the directory where the database |
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572 dumps its files:: |
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573 |
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574 shell% for issue in `roundup-admin -ds find issue status=chatting`; do |
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575 > grep -l spam `roundup-admin -ds ' ' get messages $issue` |
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576 > done |
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577 msg23 |
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578 msg49 |
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579 msg50 |
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580 msg61 |
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581 shell% |
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582 |
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583 Or, using the -dc option, this can be written as a single command:: |
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584 |
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585 shell% grep -l spam `roundup get messages \ |
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586 \`roundup -dc find issue status=chatting\`` |
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587 msg23 |
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588 msg49 |
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589 msg50 |
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590 msg61 |
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591 shell% |
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592 |
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593 You can also display issue contents:: |
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594 |
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595 shell% roundup-admin display `roundup-admin -dc get messages \ |
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596 issue3,issue1` |
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597 files: [] |
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598 inreplyto: None |
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599 recipients: [] |
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600 author: 1 |
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601 date: 2003-02-16.21:23:03 |
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602 messageid: None |
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603 summary: jkdskldjf |
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604 files: [] |
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605 inreplyto: None |
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606 recipients: [] |
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607 author: 1 |
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608 date: 2003-02-15.01:59:11 |
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609 messageid: None |
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610 summary: jlkfjadsf |
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611 |
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612 or status:: |
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613 |
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614 shell% roundup-admin get name `/tools/roundup/bin/roundup-admin \ |
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615 -dc -i /var/roundup/sysadmin get status issue3,issue1` |
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616 unread |
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617 deferred |
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618 |
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619 or status on a single line:: |
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620 |
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621 shell% echo `roundup-admin get name \`/tools/roundup/bin/roundup-admin \ |
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622 -dc -i /var/roundup/sysadmin get status issue3,issue1\`` |
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623 unread deferred |
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624 |
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625 which is the same as:: |
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626 |
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627 shell% roundup-admin -s get name `/tools/roundup/bin/roundup-admin \ |
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628 -dc -i /var/roundup/sysadmin get status issue3,issue1` |
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629 unread deferred |
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630 |
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631 Also the tautological:: |
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632 |
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633 shell% roundup-admin get name \ |
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634 `roundup-admin -dc get status \`roundup-admin -dc find issue \ |
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635 status=chatting\`` |
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636 chatting |
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637 chatting |
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638 |
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639 Remember the roundup commands that accept multiple designators accept |
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640 them ',' separated so using '-dc' is almost always required. |
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641 |
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642 ----------------- |
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643 |
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644 Back to `Table of Contents`_ |
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645 |
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646 .. _`Table of Contents`: index.html |
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647 .. _`customisation documentation`: customizing.html |