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issue2551167 roundup issues when using pip install Running pip install generates a wheel install. This places locale, template and man pages under site-packages/usr/share/.... These changes make roundup look there for templates (affecting admin.py) and locale (affecting i18n.py) files. This also makes it work better in virtual environment and containers (docker). There is also a commented out bit of code in setup.py that prevents it from making a bdist_wheel forcing a regular install with files put under /usr/locale etc. This can be re-enabled if needed for 2.2 if there are still issues with roundup that aren't solved by then.
author John Rouillard <rouilj@ieee.org>
date Sun, 07 Nov 2021 01:49:03 -0400
parents 8f1b91756457
children 24e2eeb2ed9a
Ignore whitespace changes - Everywhere: Within whitespace: At end of lines:
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1 ====================
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2 Administration Guide
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3 ====================
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4
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5 .. contents::
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6 :local:
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7
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8 What does Roundup install?
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9 ==========================
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10
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11 There's two "installations" that we talk about when using Roundup:
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12
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13 1. The installation of the software and its support files. This uses the
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14 standard Python mechanism called "distutils" and thus Roundup's core code,
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15 executable scripts and support data files are installed in Python's
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16 directories. On Windows, this is typically:
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17
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18 Scripts
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19 ``<python dir>\scripts\...``
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20 Core code
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21 ``<python dir>\lib\site-packages\roundup\...``
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22 Support files
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23 ``<python dir>\share\roundup\...``
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24
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25 and on Unix-like systems (eg. Linux):
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26
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27 Scripts
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28 ``<python root>/bin/...``
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29 Core code
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30 ``<python root>/lib-<python version>/site-packages/roundup/...``
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31 Support files
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32 ``<python root>/share/roundup/...``
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33
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34 2. The installation of a specific tracker. When invoking the roundup-admin
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35 "inst" (and "init") commands, you're creating a new Roundup tracker. This
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36 installs configuration files, HTML templates, detector code and a new
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37 database. You have complete control over where this stuff goes through
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38 both choosing your "tracker home" and the ``main`` -> ``database`` variable
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39 in the tracker's config.ini.
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40
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41
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42 Configuring Roundup's Logging of Messages For Sysadmins
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43 =======================================================
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44
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45 You may configure where Roundup logs messages in your tracker's config.ini
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46 file. Roundup will use the standard Python (2.3+) logging implementation.
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47
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48 Configuration for standard "logging" module:
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49 - tracker configuration file specifies the location of a logging
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50 configration file as ``logging`` -> ``config``
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51 - ``roundup-server`` specifies the location of a logging configuration
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52 file on the command line
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53 Configuration for "BasicLogging" implementation:
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54 - tracker configuration file specifies the location of a log file
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55 ``logging`` -> ``filename``
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56 - tracker configuration file specifies the level to log to as
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57 ``logging`` -> ``level``
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58 - ``roundup-server`` specifies the location of a log file on the command
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59 line
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60 - ``roundup-server`` specifies the level to log to on the command line
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61
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62 (``roundup-mailgw`` always logs to the tracker's log file)
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63
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64 In both cases, if no logfile is specified then logging will simply be sent
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65 to sys.stderr with only logging of ERROR messages.
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66
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67
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68 Configuring roundup-server
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69 ==========================
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70
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71 The basic configuration file is as follows (taken from the
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72 ``roundup-server.ini.example`` file in the "doc" directory)::
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73
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74 [main]
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75
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76 # Host name of the Roundup web server instance.
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77 # If left unconfigured (no 'host' setting) the default
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78 # will be used.
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79 # If empty, listen on all network interfaces.
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80 # If you want to explicitly listen on all
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81 # network interfaces, the address 0.0.0.0 is a more
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82 # explicit way to achieve this, the use of an empty
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83 # string for this purpose is deprecated and will go away
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84 # in a future release.
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85 # Default: localhost
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86 host = localhost
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87
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88 # Port to listen on.
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89 # Default: 8080
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90 port = 8017
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91
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92 # Path to favicon.ico image file. If unset, built-in favicon.ico is used.
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93 # The path may be either absolute or relative
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94 # to the directory containing this config file.
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95 # Default: favicon.ico
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96 favicon = favicon.ico
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97
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98 # User ID as which the server will answer requests.
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99 # In order to use this option, the server must be run initially as root.
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100 # Availability: Unix.
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101 # Default:
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102 user = roundup
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103
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104 # Group ID as which the server will answer requests.
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105 # In order to use this option, the server must be run initially as root.
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106 # Availability: Unix.
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107 # Default:
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108 group =
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109
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110 # don't fork (this overrides the pidfile mechanism)'
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111 # Allowed values: yes, no
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112 # Default: no
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113 nodaemon = no
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114
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115 # Log client machine names instead of IP addresses (much slower)
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116 # Allowed values: yes, no
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117 # Default: no
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118 log_hostnames = no
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119
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120 # File to which the server records the process id of the daemon.
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121 # If this option is not set, the server will run in foreground
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122 #
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123 # The path may be either absolute or relative
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124 # to the directory containing this config file.
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125 # Default:
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126 pidfile =
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127
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128 # Log file path. If unset, log to stderr.
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129 # The path may be either absolute or relative
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130 # to the directory containing this config file.
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131 # Default:
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132 logfile =
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133
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134 # Set processing of each request in separate subprocess.
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135 # Allowed values: debug, none, thread, fork.
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136 # Default: fork
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137 multiprocess = fork
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138
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139 # Tracker index template. If unset, built-in will be used.
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140 # The path may be either absolute or relative
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141 # to the directory containing this config file.
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142 # Default:
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143 template =
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144
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145 # Enable SSL support (requires pyopenssl)
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146 # Allowed values: yes, no
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147 # Default: no
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148 ssl = no
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149
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150 # PEM file used for SSL. A temporary self-signed certificate
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151 # will be used if left blank.
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152 # The path may be either absolute or relative
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153 # to the directory containing this config file.
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154 # Default:
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155 pem =
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156
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157 # Roundup trackers to serve.
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158 # Each option in this section defines single Roundup tracker.
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159 # Option name identifies the tracker and will appear in the URL.
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160 # Option value is tracker home directory path.
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161 # The path may be either absolute or relative
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162 # to the directory containing this config file.
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163 [trackers]
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164
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165 demo = /trackers/demo
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166 sysadmin = /trackers/sysadmin
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167
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168 Additional notes for each keyword:
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169
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170 **template**
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171 Specifies a template used for displaying the tracker index when
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172 multiple trackers are being used. It is processed by TAL and
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173 the variable "trackers" is available to the template and is a
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174 dict of all configured trackers.
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175 **ssl**
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176 Enables the use of SSL to secure the connection to the roundup-server.
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177 If you enable this, ensure that your tracker's config.ini specifies
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178 an *https* URL.
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179 **pem**
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180 If specified, the SSL PEM file containing the private key and certificate.
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181 If not specified, roundup will generate a temporary, self-signed certificate
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182 for use.
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183 **trackers** section
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184 Each line denotes a mapping from a URL component to a tracker home.
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185 Make sure the name part doesn't include any url-unsafe characters like
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186 spaces. Stick to alphanumeric characters and you'll be ok.
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187
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188 To generate a config.ini in the current directory (note it will
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189 overwrite an existing file) from the roundup-server command line use::
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190
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191 roundup_server -p 8017 -u roundup --save-config demo=/trackers/demo \
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192 sysadmin=/trackers/sysadmin
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193
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194 Configuring Compression
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195 =======================
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196
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197 Roundup will compress HTTP responses to clients on the fly. Dynamic,
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198 on the fly, compression is enabled by default, to disable it set::
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199
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200 [web]
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201 ...
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202 dynamic_compression = No
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203
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204 in the tracker's ``config.ini``. You should disable compression if
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205 your proxy (e.g. nginx or apache) or wsgi server (uwsgi) is configured
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206 to compress responses on the fly. The python standard library includes
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207 gzip support. For brotli or zstd you will need to install packges. See
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208 the `installation documentation`_ for details.
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209
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210 Some assets will not be compressed on the fly. Assets with mime types
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211 of "image/png" or "image/jpeg" will not be compressed. You
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212 can add mime types to the list by using ``interfaces.py`` as discussed
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213 in the `customisation documentation`_. As an example adding::
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214
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215 from roundup.cgi.client import Client
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216
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217 Client.precompressed_mime_types.append('application/zip`)
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218
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219 to ``interfaces.py`` will prevent zip files from being compressed.
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220
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221 Any content less than 100 bytes in size will not be compressed (e.g
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222 errors messages, short json responses).
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223
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224 Zstd will be used if the client can understand it, followed by brotli
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225 then gzip encoding. Currently the preference order is hard coded into
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226 the server and not parsed using ``q`` values from the client's
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227 Accept-Encoding header. This is an area for improvement.
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228
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229 In addition to dynamic compression, static files/assets accessed using
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230 ``@@file`` can be pre-compressed. This reduces CPU load on the server
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231 and reduces the time required to respond to the client. By default
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232 searching for pre-compressed files is disabled. To enable it set::
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233
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234 [web]
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235 ...
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236 use_precompressed_files = Yes
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237
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238 in the tracker's ``config.ini`` file. Then you can create a
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239 precompressed file and it will be served if the client is able to
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240 accept it. For a file ``.../@@file/library.js`` you can create::
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241
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242 tracker_home/html/library.js.gzip
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243 tracker_home/html/library.js.br
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244 tracker_home/html/library.js.zstd
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245
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246 which should be created by using (respectively)::
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247
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248 gzip --keep --suffix .gzip library.js
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249 brotli library.js
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250 zstd library.js && mv library.js.zst library.js.zstd
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251
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252 see the man pages for options that control compression level. Note
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253 that some levels require additional memory on the client side, so you
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254 may not always want to use the highest compression available.
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255
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256 A pre-compressed file will not be used if its modified date is earlier
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257 than the uncompressed file. For example, if ``library.js.gzip`` is
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258 older (has earlier modification date) than ``library.js``,
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259 ``library.js.gzip`` will be ignored. ``library.js`` will be
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260 served instead. ``library.js`` will be dynamically compressed on the
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261 fly and a warning message will be logged.
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262
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263 Precompressed files override dynamic compression. For example, assume
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264 the client can accept brotli and gzip. If there are no precompressed
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265 files, the data will be compressed dynamically (on the fly) using
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266 brotli. If there is a precompressed gzip file present the client will
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267 get the gzip version and not a brotli compressed version. This
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268 mechanism allows the admin to allow use of brotli and zstd for
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269 dynamic content, but not for static content.
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270
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271
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272 Users and Security
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273 ==================
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274
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275 Roundup holds its own user database which primarily contains a username,
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276 password and email address for the user. Roundup *must* have its own user
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277 listing, in order to maintain internal consistency of its data. It is a
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278 relatively simple exercise to update this listing on a regular basis, or on
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279 demand, so that it matches an external listing (eg.
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280 :ref:`unix passwd file<external-authentication>`,
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281 `LDAP <https://wiki.roundup-tracker.org/LDAPLogin>`_, etc.)
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282
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283 Roundup identifies users in a number of ways:
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284
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285 1. Through the web, users may be identified by either HTTP Basic
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286 Authentication or cookie authentication. If you are running the web
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287 server (roundup-server) through another HTTP server (eg. apache or IIS)
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288 then that server may require HTTP Basic Authentication, and it will pass
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289 the ``REMOTE_USER`` variable (or variable defined using
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290 http_auth_header) through to Roundup. If this variable is not
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291 present, then Roundup defaults to using its own cookie-based login
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292 mechanism.
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293 2. In email messages handled by roundup-mailgw, users are identified by the
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294 From address in the message.
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295
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296 In both cases, Roundup's behaviour when dealing with unknown users is
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297 controlled by Permissions defined in the "SECURITY SETTINGS" section of the
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298 tracker's ``schema.py`` module:
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299
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300 Web Registration
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301 If granted to the Anonymous Role, then anonymous users will be able to
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302 register through the web.
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303 Email Registration
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304 If granted to the Anonymous Role, then email messages from unknown users
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305 will result in those users being registered with the tracker.
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306
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307 More information about how to customise your tracker's security settings
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308 may be found in the `customisation documentation`_.
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309
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310 Configuring Authentication Header/Variable
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311 ------------------------------------------
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312
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313 The front end server running roundup can perform the user
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314 authentication. It pass the authenticated username to the backend in a
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315 variable. By default roundup looks for the ``REMOTE_USER`` variable
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316 This can be changed by setting the parameter ``http_auth_header`` in the
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317 ``[web]`` section of the tracker's ``config.ini`` file. If the value
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318 is unset (the default) the REMOTE_USER variable is used.
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319
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320 If you are running roundup using ``roundup-server`` behind a proxy
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321 that authenticates the user you need to configure ``roundup-server`` to
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322 pass the proper header to the tracker. By default ``roundup-server``
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323 looks for the ``REMOTE_USER`` header for the authenticated user. You
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324 can copy an arbitrary header variable to the tracker using the ``-I``
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325 option to roundup-server (or the equivalent option in the
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326 roundup-server config file).
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327
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328 For example to use the ``uid_variable`` header, two configuration
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329 changes are needed: First configure ``roundup-server`` to pass the
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330 header to the tracker using::
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331
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332 roundup-server -I uid_variable ....
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333
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334 note that the header is passed exactly as supplied by the upstream
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335 server. It is **not** prefixed with ``HTTP_`` like other headers since
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336 you are explicitly whitelisting the header. Multiple comma separated
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337 headers can be passed to the ``-I`` option. These could be used in a
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338 detector or other tracker extensions, but only one header can be used
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339 by the tracker as an authentication header.
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340
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341 To make the tracker honor the new variable changing the tracker
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342 ``config.ini`` to read::
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343
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344 [web]
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345 ...
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346 http_auth_header = uid_variable
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347
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348 At the time this is written, support is experimental. If you use it
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349 you should notify the roundup maintainers using the roundup-users
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350 mailing list.
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351
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352 Tasks
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353 =====
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354
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355 Maintenance of Roundup can involve one of the following:
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356
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357 1. `tracker backup`_
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358 2. `software upgrade`_
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359 3. `migrating backends`_
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360 4. `moving a tracker`_
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361 5. `migrating from other software`_
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362 6. `adding a user from the command-line`_
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363
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364
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365 Tracker Backup
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366 --------------
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367
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368 The roundup-admin import and export commands are **not** recommended for
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369 performing backup.
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370
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371 Optionally stop the web and email frontends and to copy the contents of the
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372 tracker home directory to some other place using standard backup tools.
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373 This means using
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374 *pg_dump* to take a snapshot of your Postgres backend database, for example.
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375 A simple copy of the tracker home (and files storage area if you've configured
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376 it to be elsewhere) will then complete the backup.
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377
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378
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379 Software Upgrade
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380 ----------------
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381
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382 Always make a backup of your tracker before upgrading software. Steps you may
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383 take:
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384
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385 1. Install pytest and ensure that the unit tests run on your system
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386 (using your preferred python version)::
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387
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388 pip2 install pytest
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389 python2 -m pytest test/
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390
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391
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392 pip3 install pytest
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393 python3 -m pytest test/
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394
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395 2. If you're using an RDBMS backend, make a backup of its contents now.
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396 3. Make a backup of the tracker home itself.
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397 4. Stop the tracker web and email frontends.
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398 5. Install the new version of the software::
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399
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400 python setup.py install
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401
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402 6. Follow the steps in the `upgrading documentation`_ for the new version of
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403 the software in the copied.
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404
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405 Usually you will be asked to run `roundup_admin migrate` on your tracker
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406 before you allow users to start accessing the tracker.
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407
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408 It's safe to run this even if it's not required, so just get into the
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409 habit.
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410 7. Restart your tracker web and email frontends.
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411
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412 If something bad happens, you may reinstate your backup of the tracker and
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413 reinstall the older version of the sofware using the same install command::
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414
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415 python setup.py install
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416
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417
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418 .. index:: database; convert from one database backend to another
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419 single: roundup-admin; import and export
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420
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421 Migrating Backends
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422 ------------------
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423
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424 1. Stop the existing tracker web and email frontends (preventing changes).
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425 2. Use the roundup-admin tool "export" command to export the contents of
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426 your tracker to disk. (If you are running on windows see
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427 `issue1441336 <https://issues.roundup-tracker.org/issue1441336>`_
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428 on how to use the command line rather than interactive mode to
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429 export data.)
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430 3. Copy the tracker home to a new directory.
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431 4. Delete the "db" directory from the new directory.
5300
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parents: 5140
diff changeset
432 5. Set the value of the ``backend`` key under the ``[database]``
d8ed32b297e2 Update to migrating backend and tweak to install doc.
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parents: 5140
diff changeset
433 section of the tracker's ``config.ini`` file.
3781
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parents: 3780
diff changeset
434 6. Use the roundup-admin "import" command to import the previous export with
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
435 the new tracker home. If non-interactively::
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
436
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
437 roundup-admin -i <tracker home> import <tracker export dir>
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
438
4567
32b24abfe98e Documentation polishing.
Eric S. Raymond <esr@thyrsus.com>
parents: 4489
diff changeset
439 If interactively, enter 'commit' before exiting.
3781
e03014a96a95 doc improvement
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parents: 3780
diff changeset
440 7. Test each of the admin tool, web interface and mail gateway using the new
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
441 backend.
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
442 8. Move the old tracker home out of the way (rename to "tracker.old") and
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
443 move the new tracker home into its place.
e03014a96a95 doc improvement
Richard Jones <richard@users.sourceforge.net>
parents: 3780
diff changeset
444 9. Restart web and email frontends.
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
445
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
446
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
447 Moving a Tracker
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
448 ----------------
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
449
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
450 If you're moving the tracker to a similar machine, you should:
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
451
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
452 1. install Roundup on the new machine and test that it works there,
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
453 2. stop the existing tracker web and email frontends (preventing changes),
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
454 3. copy the tracker home directory over to the new machine, and
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
455 4. start the tracker web and email frontends on the new machine.
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
456
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
457 Most of the backends are actually portable across platforms (ie. from Unix to
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
458 Windows to Mac). If this isn't the case (ie. the tracker doesn't work when
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
459 moved using the above steps) then you'll need to:
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
460
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
461 1. install Roundup on the new machine and test that it works there,
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
462 2. stop the existing tracker web and email frontends (preventing changes),
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
463 3. use the roundup-admin tool "export" command to export the contents of
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
464 the existing tracker,
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
465 4. copy the export to the new machine,
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
466 5. use the roundup-admin "import" command to import the tracker on the new
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
467 machine, and
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
468 6. start the tracker web and email frontends on the new machine.
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
469
6163
c2fd254c9257 Doc updates/indexing.
John Rouillard <rouilj@ieee.org>
parents: 5902
diff changeset
470 .. index::
c2fd254c9257 Doc updates/indexing.
John Rouillard <rouilj@ieee.org>
parents: 5902
diff changeset
471 pair: roundup; migrate from other bugtracker software
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
472
3250
8634ea9b2d1c doc updates
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diff changeset
473 Migrating From Other Software
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
474 -----------------------------
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
475
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
476 You have a couple of choices. You can either use a CSV import into Roundup,
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
477 or you can write a simple Python script which uses the Roundup API
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
478 directly. The latter is almost always simpler -- see the "scripts"
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
479 directory in the Roundup source for some example uses of the API.
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
480
3780
158e31bbf86a recent patch had lines longer than 80 chars - rewrap; trim trailing spaces
Alexander Smishlajev <a1s@users.sourceforge.net>
parents: 3779
diff changeset
481 "roundup-admin import" will import data into your tracker from a
3250
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
482 directory containing files with the following format:
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
483
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
484 - one colon-separated-values file per Class with columns for each property,
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
485 named <classname>.csv
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
486 - one colon-separated-values file per Class with journal information,
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
487 named <classname>-journals.csv (this is required, even if it's empty)
3780
158e31bbf86a recent patch had lines longer than 80 chars - rewrap; trim trailing spaces
Alexander Smishlajev <a1s@users.sourceforge.net>
parents: 3779
diff changeset
488 - if the Class is a FileClass, you may have the "content" property
3250
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
489 stored in separate files from the csv files. This goes in a directory
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
490 structure::
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
491
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
492 <classname>-files/<N>/<designator>
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
493
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
494 where ``<designator>`` is the item's ``<classname><id>`` combination.
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
495 The ``<N>`` value is ``int(<id> / 1000)``.
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
496
8634ea9b2d1c doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 3089
diff changeset
497
6163
c2fd254c9257 Doc updates/indexing.
John Rouillard <rouilj@ieee.org>
parents: 5902
diff changeset
498 .. index:: pair: roundup-admin; managing users
c2fd254c9257 Doc updates/indexing.
John Rouillard <rouilj@ieee.org>
parents: 5902
diff changeset
499
3341
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
500 Adding A User From The Command-Line
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
501 -----------------------------------
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
502
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
503 The ``roundup-admin`` program can create any data you wish to in the
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
504 database. To create a new user, use::
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
505
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
506 roundup-admin create user
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
507
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
508 To figure out what good values might be for some of the fields (eg. Roles)
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
509 you can just display another user::
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
510
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
511 roundup-admin list user
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
512
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
513 (or if you know their username, and it happens to be "richard")::
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
514
6176
d25638d1826c Add roundup-admin filter command; fix bad doc example; add tests
John Rouillard <rouilj@ieee.org>
parents: 6175
diff changeset
515 roundup-admin filter user username=richard
3341
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
516
6176
d25638d1826c Add roundup-admin filter command; fix bad doc example; add tests
John Rouillard <rouilj@ieee.org>
parents: 6175
diff changeset
517 then using the user id (e.g. 5) you get from one of the above
d25638d1826c Add roundup-admin filter command; fix bad doc example; add tests
John Rouillard <rouilj@ieee.org>
parents: 6175
diff changeset
518 commands, you may display the user's details::
3341
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
519
6176
d25638d1826c Add roundup-admin filter command; fix bad doc example; add tests
John Rouillard <rouilj@ieee.org>
parents: 6175
diff changeset
520 roundup-admin display <designator>
3341
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
521
6176
d25638d1826c Add roundup-admin filter command; fix bad doc example; add tests
John Rouillard <rouilj@ieee.org>
parents: 6175
diff changeset
522 where designator is ``user5``.
3341
df693c0aaba9 more admin guide goodness
Richard Jones <richard@users.sourceforge.net>
parents: 3282
diff changeset
523
2177
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
524 Running the Servers
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
525 ===================
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
526
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
527 Unix
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
528 ----
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
529
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
530 On Unix systems, use the scripts/server-ctl script to control the
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
531 roundup-server server. Copy it somewhere and edit the variables at the top
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
532 to reflect your specific installation.
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
533
6344
c63df349f319 issue2551117 - add example systemd config
John Rouillard <rouilj@ieee.org>
parents: 6297
diff changeset
534 If you use systemd look at scripts/systemd.gunicorn. It is configured
c63df349f319 issue2551117 - add example systemd config
John Rouillard <rouilj@ieee.org>
parents: 6297
diff changeset
535 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
diff changeset
536 point for your setup.
2177
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
537
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
538 Windows
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
539 -------
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
540
3780
158e31bbf86a recent patch had lines longer than 80 chars - rewrap; trim trailing spaces
Alexander Smishlajev <a1s@users.sourceforge.net>
parents: 3779
diff changeset
541 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 changeset
542 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
543 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
544 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 changeset
545 service directly:
2177
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
546
2405
1736886eefb3 more windows info
Richard Jones <richard@users.sourceforge.net>
parents: 2387
diff changeset
547 **install the service**
3779
ee73abcc95d2 Sorry, another mega-patch:
Richard Jones <richard@users.sourceforge.net>
parents: 3465
diff changeset
548 ``roundup-server -C /path/to/my/roundup-server.ini -c install``
2405
1736886eefb3 more windows info
Richard Jones <richard@users.sourceforge.net>
parents: 2387
diff changeset
549 **start the service**
1736886eefb3 more windows info
Richard Jones <richard@users.sourceforge.net>
parents: 2387
diff changeset
550 ``roundup-server -c start``
1736886eefb3 more windows info
Richard Jones <richard@users.sourceforge.net>
parents: 2387
diff changeset
551 **stop the service**
1736886eefb3 more windows info
Richard Jones <richard@users.sourceforge.net>
parents: 2387
diff changeset
552 ``roundup-server -c stop``
2177
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
553
2405
1736886eefb3 more windows info
Richard Jones <richard@users.sourceforge.net>
parents: 2387
diff changeset
554 To bring up the services panel:
2177
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
555
2405
1736886eefb3 more windows info
Richard Jones <richard@users.sourceforge.net>
parents: 2387
diff changeset
556 Windows 2000 and later
1736886eefb3 more windows info
Richard Jones <richard@users.sourceforge.net>
parents: 2387
diff changeset
557 Start/Control Panel/Administrative Tools/Services
1736886eefb3 more windows info
Richard Jones <richard@users.sourceforge.net>
parents: 2387
diff changeset
558 Windows NT4
1736886eefb3 more windows info
Richard Jones <richard@users.sourceforge.net>
parents: 2387
diff changeset
559 Start/Control Panel/Services
2177
a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
diff changeset
560
3780
158e31bbf86a recent patch had lines longer than 80 chars - rewrap; trim trailing spaces
Alexander Smishlajev <a1s@users.sourceforge.net>
parents: 3779
diff changeset
561 You will need a server configuration file (as described in
158e31bbf86a recent patch had lines longer than 80 chars - rewrap; trim trailing spaces
Alexander Smishlajev <a1s@users.sourceforge.net>
parents: 3779
diff changeset
562 `Configuring roundup-server`_) for specifying tracker homes
158e31bbf86a recent patch had lines longer than 80 chars - rewrap; trim trailing spaces
Alexander Smishlajev <a1s@users.sourceforge.net>
parents: 3779
diff changeset
563 and other roundup-server configuration. Specify the name of
158e31bbf86a recent patch had lines longer than 80 chars - rewrap; trim trailing spaces
Alexander Smishlajev <a1s@users.sourceforge.net>
parents: 3779
diff changeset
564 this file using the ``-C`` switch when installing the service.
3779
ee73abcc95d2 Sorry, another mega-patch:
Richard Jones <richard@users.sourceforge.net>
parents: 3465
diff changeset
565
2203
4a157c198585 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2177
diff changeset
566 Running the Mail Gateway Script
4a157c198585 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2177
diff changeset
567 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
4a157c198585 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2177
diff changeset
568
4a157c198585 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2177
diff changeset
569 The mail gateway script should be scheduled to run regularly on your
4a157c198585 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2177
diff changeset
570 Windows server. Normally this will result in a window popping up. The
4a157c198585 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2177
diff changeset
571 solution to this is to:
4a157c198585 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2177
diff changeset
572
4a157c198585 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2177
diff changeset
573 1. Create a new local account on the Roundup server
4a157c198585 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2177
diff changeset
574 2. Set the scheduled task to run in the context of this user instead
4a157c198585 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2177
diff changeset
575 of your normal login
4a157c198585 *** empty log message ***
Richard Jones <richard@users.sourceforge.net>
parents: 2177
diff changeset
576
6173
82f58ae89142 Add new section onroundup-admin. Ad indexing.
John Rouillard <rouilj@ieee.org>
parents: 6163
diff changeset
577 .. index:: ! roundup-admin
82f58ae89142 Add new section onroundup-admin. Ad indexing.
John Rouillard <rouilj@ieee.org>
parents: 6163
diff changeset
578 single: roundup-admin; man page reference
82f58ae89142 Add new section onroundup-admin. Ad indexing.
John Rouillard <rouilj@ieee.org>
parents: 6163
diff changeset
579
82f58ae89142 Add new section onroundup-admin. Ad indexing.
John Rouillard <rouilj@ieee.org>
parents: 6163
diff changeset
580 Using roundup-admin
82f58ae89142 Add new section onroundup-admin. Ad indexing.
John Rouillard <rouilj@ieee.org>
parents: 6163
diff changeset
581 ===================
82f58ae89142 Add new section onroundup-admin. Ad indexing.
John Rouillard <rouilj@ieee.org>
parents: 6163
diff changeset
582
82f58ae89142 Add new section onroundup-admin. Ad indexing.
John Rouillard <rouilj@ieee.org>
parents: 6163
diff changeset
583 Part of the installation includes a man page for roundup-admin. Ypu
6175
72a69753f49a fix typos.
John Rouillard <rouilj@ieee.org>
parents: 6173
diff changeset
584 should be able to read it using ``man roundup-admin``. As shown above,
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585 it is a generic tool for manipulating the underlying database for you
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586 tracker.
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587
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588 Examples above show how to use it to:
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parents: 6163
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589
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590 * install and initialize a new tracker
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591 * export/import tracker data for migrating between backends
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592 * creating a new user fom the command line
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593 * list/find users in the tracker
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594
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595 A brief (incomplete) summary is::
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596
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John Rouillard <rouilj@ieee.org>
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597 roundup-admin help
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598 roundup-admin -i <tracker_dir> get [-list] designator[, designator,...] propname
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599 roundup-admin -i <tracker_dir> set designator[, designator,...] propname=value ...
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600 roundup-admin -i <tracker_dir> find [-list] classname propname=value ...
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601
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parents: 6173
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602 Run ``roundup-admin help commands`` for a complete list of subcommands.
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a276e2531321 info about running roundup-server... more needed :)
Richard Jones <richard@users.sourceforge.net>
parents: 2068
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603
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a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents:
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604 .. _`customisation documentation`: customizing.html
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4962f99aaa27 *** empty log message ***
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605 .. _`upgrading documentation`: upgrading.html
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8f1b91756457 issue2551147 - Enable compression of http responses in roundup.
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606 .. _`installation documentation`: installation.html
Roundup Issue Tracker: http://roundup-tracker.org/