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annotate doc/upgrading.txt @ 2121:fd5459469069

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Did a couple of things: o- Did the proper doc thing, under Richard's stern disciplinary action - Updated Changes.txt - Updated Customizing doc - Took a change out of upgrading.txt that didn't need to be there - Made config.py be the same as the minimal config.py
author Eddie Parker <eparker@users.sourceforge.net>
date Thu, 25 Mar 2004 22:38:55 +0000
parents 09ad4c25fca1
children ee3cf6a44f29
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1 ======================================
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2 Upgrading to newer versions of Roundup
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3 ======================================
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4
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5 Please read each section carefully and edit your tracker home files
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6 accordingly. Note that there is information about upgrade procedures in the
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7 `administration guide`_.
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9 .. contents::
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12
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13 Migrating from 0.7 to 0.8
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14 =========================
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15
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16 0.8.0 Added Dispatcher role
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17 ---------------------------
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18
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19 A new config option has been added. There is a 'role' that can be filled,
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20 that of the 'dispatcher'. This person acts as a central sentinel for issues
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21 coming into the system. You can configure it so that all e-mail error messages
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22 get bounced to them, them and the user in question, or just the user (default).
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23
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24 To toggle these switches, look at the new classic and minimal config.py's,
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25 specifically:
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27
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28 # The 'dispatcher' is a role that can get notified of new items to the database.
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29 DISPATCHER_EMAIL = ADMIN_EMAIL
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30
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31 ...
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33
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34 # Send error messages to the dispatcher, user, or both?
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35 # If 'dispatcher', error message notifications will only be sent to the dispatcher.
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36 # If 'user', error message notifications will only be sent to the user.
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37 # If 'both', error message notifications will be sent to both individuals.
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38 ERROR_MESSAGES_TO = 'user'
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39
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40 Migrating from 0.6 to 0.7
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41 =========================
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42
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43 0.7.0 Added CSV export action
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44 -----------------------------
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45
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46 A new action has been added which exports the current index page or search
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47 result as a comma-separated-value (CSV) file.
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48
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49 To use it, add this to your "index" templates:
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50
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51 <a tal:attributes="href python:request.indexargs_url('issue',
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52 {'@action':'csv_export'})">Download as CSV</a>
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53
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54 Making sure that the ``'issue'`` part matches the class name of the page
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55 you're editing.
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56
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57
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58 0.7.0 Typed columns in MySQL backend
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59 ------------------------------------
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60
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61 The MySQL (and Postgresql for that matter) backend now creates tables with
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62 appropriate column datatypes (not just varchar).
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63
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64 Your database will be automatically migrated to use the new schemas, but
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65 it will take time. It's probably a good idea to make sure you do this as
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66 part of the upgrade when users are not expected to be using the system.
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67
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68
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69 0.7.0 Permission setup
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70 ----------------------
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71
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72 0.7 automatically sets up the Edit and View Permissions for all classes,
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73 thus you don't need to do so. Feel free to remove the code::
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74
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75 # Add new Permissions for this schema
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76 for cl in 'issue', 'file', 'msg', 'user', 'query', 'keyword':
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77 db.security.addPermission(name="Edit", klass=cl,
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78 description="User is allowed to edit "+cl)
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79 db.security.addPermission(name="View", klass=cl,
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80 description="User is allowed to access "+cl)
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81
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82 from your ``dbinit.py``.
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83
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84
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85 0.7.0 Permission assignments
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86 ----------------------------
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87
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88 Due to a change in the rendering of web widgets, permissions are now
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89 checked on Classes where they previously weren't (this is a good thing).
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90
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91 You will need to add some additional Permission assignments for your
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92 regular users, or some displays will break. After the following in your
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93 tracker's ``dbinit.py``::
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94
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95 # Assign the access and edit Permissions for issue, file and message
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96 # to regular users now
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97 for cl in 'issue', 'file', 'msg', 'query', 'keyword':
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98 p = db.security.getPermission('View', cl)
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99 db.security.addPermissionToRole('User', p)
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100 p = db.security.getPermission('Edit', cl)
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101 db.security.addPermissionToRole('User', p)
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102
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103 add::
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104
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105 for cl in 'priority', 'status':
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106 p = db.security.getPermission('View', cl)
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107 db.security.addPermissionToRole('User', p)
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108
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109
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110 0.7.0 New "actor" property
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111 --------------------------
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112
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113 Roundup's database has a new per-item property "actor" which reflects the
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114 user performing the last "actvitiy". See the classic template for ways to
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115 integrate this new property into your interface.
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116
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117 The property will be automatically added to your existing database.
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118
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119
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120 0.7.0 Extending the cgi interface
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121 ---------------------------------
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122
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123 Before 0.7.0 adding or extending web actions was done by overriding or adding
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124 methods on the Client class. Though this approach still works to provide
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125 backwards compatibility, it is recommended you upgrade to the new approach, as
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126 described in the `Defining new web actions`__ section of the customization
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127 documentation. You might also want to take a look at the `Using an external
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128 password validation source`__ example.
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129
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130 __ customizing.html#defining-new-web-actions
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131 __ customizing.html#using-an-external-password-validation-source
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133
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134 0.7.0 Getting the current user id
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135 ---------------------------------
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136
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137 Removed Database.curuserid attribute. Any code referencing this attribute
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138 should be replaced with a call to Database.getuid().
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139
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140
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141 0.7.0 Email character set
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142 -------------------------
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143
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144 The default character set for sending email is UTF-8 (ie. Unicode). If you
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145 have users whose email clients can't handle UTF-8 (eg. Eudora) then you
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146 will need to edit the new config.py variable ``EMAIL_CHARSET``.
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147
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148
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149 0.7.0 ZRoundup changes
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150 ----------------------
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151
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152 The templates in your tracker's html directory will need updating if you
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153 wish to use ZRoundup. If you've not modified those files (or some of them),
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154 you may just copy the new versions from the Roundup source in the
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155 templates/classic/html directory.
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156
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157 If you have modified the html files, then you'll need to manually edit them
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158 to change all occurances of special form variables from using the colon ":"
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159 special character to the at "@" special character. That is, variables such
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160 as::
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161
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162 :action :required :template :remove:messages ...
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163
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164 should become:
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165
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166 @action @required @template @remove@messages ...
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167
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168 Note that ``tal:`` statements are unaffected. So are TAL expression type
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169 prefixes such as ``python:`` and ``string:``. Please ask on the
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170 roundup-users mailing list for help if you're unsure.
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171
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172
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173 Migrating from 0.6.x to 0.6.3
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174 =============================
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175
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176 0.6.3 Configuration
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177 -------------------
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178
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179 You will need to copy the file::
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180
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181 templates/classic/detectors/__init__.py
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182
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183 to your tracker's ``detectors`` directory, replacing the one already there.
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184 This fixes a couple of bugs in that file.
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185
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186
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187
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188 Migrating from 0.5 to 0.6
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189 =========================
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190
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191
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192 0.6.0 Configuration
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193 -------------------
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194
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195 Introduced EMAIL_FROM_TAG config variable. This value is inserted into
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196 the From: line of nosy email. If the sending user is "Foo Bar", the
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197 From: line is usually::
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198
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199 "Foo Bar" <issue_tracker@tracker.example>
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200
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201 the EMAIL_FROM_TAG goes inside the "Foo Bar" quotes like so::
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202
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203 "Foo Bar EMAIL_FROM_TAG" <issue_tracker@tracker.example>
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204
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205 I've altered the mechanism in the detectors __init__.py module so that it
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206 doesn't cross-import detectors from other trackers (if you run more than one
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207 in a single roundup-server). This change means that you'll need to copy the
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208 __init__.py from roundup/templates/classic/detectors/__init__.py to your
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209 <tracker home>/detectors/__init__.py. Don't worry, the "classic" __init__ is a
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210 one-size-fits-all, so it'll work even if you've added/removed detectors.
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211
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212 0.6.0 Templating changes
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213 ------------------------
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214
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215 The ``user.item`` template (in the tracker home "templates" directory)
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216 needs to have the following hidden variable added to its form (between the
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217 ``<form...>`` and ``</form>`` tags::
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218
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219 <input type="hidden" name=":template" value="item">
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220
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221
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222 0.6.0 Form handling changes
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223 ---------------------------
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224
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225 Roundup's form handling capabilities have been significantly expanded. This
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226 should not affect users of 0.5 installations - but if you find you're
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227 getting errors from form submissions, please ask for help on the Roundup
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228 users mailing list:
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229
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230 http://lists.sourceforge.net/lists/listinfo/roundup-users
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231
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232 See the customisation doc section on `Form Values`__ for documentation of the
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233 new form variables possible.
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234
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235 __ customizing.html#form-values
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236
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237
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238 0.6.0 Multilingual character set support
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239 ----------------------------------------
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240
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241 Added internationalization support. This is done via encoding all data
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242 stored in roundup database to utf-8 (unicode encoding). To support utf-8 in
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243 web interface you should add the folowing line to your tracker's html/page
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244 and html/_generic.help files inside <head> tag::
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245
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246 <meta http-equiv="Content-Type" content="text/html; charset=utf-8">
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247
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248 Since latin characters in utf-8 have the same codes as in ASCII table, this
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249 modification is optional for users who use only plain latin characters.
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250
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251 After this modification, you will be able to see and enter any world
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252 character via web interface. Data received via mail interface also converted
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253 to utf-8, however only new messages will be converted. If your roundup
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254 database contains some of non-ASCII characters in one of 8-bit encoding,
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255 they will not be visible in new unicode environment. Some of such data (e.g.
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256 user names, keywords, etc) can be edited by administrator, the others
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257 (e.g. messages' contents) is not editable via web interface. Currently there
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258 is no tool for converting such data, the only solution is to close
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259 appropriate old issues and create new ones with the same content.
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260
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261
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262 0.6.0 User timezone support
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263 ---------------------------
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264
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265 From version 0.6.0 roundup supports displaying of Date data in user' local
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266 timezone if he/she has provided timezone information. To make it possible
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267 some modification to tracker's schema and HTML templates are required.
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268 First you must add string property 'timezone' to user class in dbinit.py
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269 like this::
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270
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271 user = Class(db, "user",
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272 username=String(), password=Password(),
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273 address=String(), realname=String(),
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274 phone=String(), organisation=String(),
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275 alternate_addresses=String(),
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276 queries=Multilink('query'), roles=String(),
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277 timezone=String())
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278
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279 And second - html interface. Add following lines to
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280 $TRACKER_HOME/html/user.item template::
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281
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282 <tr>
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283 <th>Timezone</th>
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284 <td tal:content="structure context/timezone/field">timezone</td>
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285 </tr>
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286
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287 After that all users should be able to provide their timezone information.
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288 Timezone should be a positive or negative integer - offset from GMT.
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289
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290 After providing timezone, roundup will show all dates values, found in web
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291 and mail interfaces in local time. It will also accept any Date info in
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292 local time, convert and store it in GMT.
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293
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294
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295 0.6.0 Search page structure
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296 ---------------------------
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297
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298 In order to accomodate query editing the search page has been restructured. If
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299 you want to provide your users with query editing, you should update your
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300 search page using the macros detailed in the customisation doc section
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301 `Searching on categories`__.
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302
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303 __ customizing.html#searching-on-categories
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304
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305 Also, the url field in the query class no longer starts with a '?'. You'll need
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306 to remove this question mark from the url field to support queries. There's
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307 a script in the "tools" directory called ``migrate-queries.py`` that should
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308 automatically change any existing queries for you. As always, make a backup
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309 of your database before running such a script.
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310
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311
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312 0.6.0 Notes for metakit backend users
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313 -------------------------------------
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314
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315 Roundup 0.6.0 introduced searching on ranges of dates and intervals. To
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316 support it, some modifications to interval storing routine were made. So if
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317 your tracker uses metakit backend and your db schema contains intervals
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318 property, searches on that property will not be accurate for db items that
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319 was stored before roundup' upgrade. However all new records should be
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320 searchable on intervals.
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321
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322 It is possible to convert your database to new format: you can export and
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323 import back all your data (consult "Migrating backends" in "Maintenance"
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324 documentation). After this operation all your interval properties should
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325 become searchable.
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326
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327 Users of backends others than metakit should not worry about this issue.
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328
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329
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330 Migrating from 0.4.x to 0.5.0
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331 =============================
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332
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333 This has been a fairly major revision of Roundup:
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334
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335 1. Brand new, much more powerful, flexible, tasty and nutritious templating.
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336 Unfortunately, this means all your current templates are useless. Hopefully
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337 the new documentation and examples will be enough to help you make the
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338 transition. Please don't hesitate to ask on roundup-users for help (or
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339 complete conversions if you're completely stuck)!
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340 2. The database backed got a lot more flexible, allowing Metakit and SQL
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341 databases! The only decent SQL database implemented at present is sqlite,
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342 but others shouldn't be a whole lot more work.
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343 3. A brand new, highly flexible and much more robust security system including
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344 a system of Permissions, Roles and Role assignments to users. You may now
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345 define your own Permissions that may be checked in CGI transactions.
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346 4. Journalling has been made less storage-hungry, so has been turned on
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347 by default *except* for author, recipient and nosy link/unlink events. You
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348 are advised to turn it off in your trackers too.
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349 5. We've changed the terminology from "instance" to "tracker", to ease the
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350 learning curve/impact for new users.
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351 6. Because of the above changes, the tracker configuration has seen some
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352 major changes. See below for the details.
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353
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354 Please, **back up your database** before you start the migration process. This
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355 is as simple as copying the "db" directory and all its contents from your
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356 tracker to somewhere safe.
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357
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358
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359 0.5.0 Configuration
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360 -------------------
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361
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362 First up, rename your ``instance_config.py`` file to just ``config.py``.
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363
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364 Then edit your tracker's ``__init__.py`` module. It'll currently look
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365 like this::
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366
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367 from instance_config import *
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368 try:
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369 from dbinit import *
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370 except ImportError:
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371 pass # in installdir (probably :)
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372 from interfaces import *
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373
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374 and it needs to be::
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375
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376 import config
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377 from dbinit import open, init
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378 from interfaces import Client, MailGW
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379
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380 Due to the new templating having a top-level ``page`` that defines links for
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381 searching, indexes, adding items etc, the following variables are no longer
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382 used:
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383
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384 - HEADER_INDEX_LINKS
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385 - HEADER_ADD_LINKS
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386 - HEADER_SEARCH_LINKS
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387 - SEARCH_FILTERS
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388 - DEFAULT_INDEX
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389 - UNASSIGNED_INDEX
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390 - USER_INDEX
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391 - ISSUE_FILTER
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392
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393 The new security implementation will require additions to the dbinit module,
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394 but also removes the need for the following tracker config variables:
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395
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396 - ANONYMOUS_ACCESS
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397 - ANONYMOUS_REGISTER
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398
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399 but requires two new variables which define the Roles assigned to users who
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400 register through the web and e-mail interfaces:
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401
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402 - NEW_WEB_USER_ROLES
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403 - NEW_EMAIL_USER_ROLES
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404
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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405 in both cases, 'User' is a good initial setting. To emulate
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406 ``ANONYMOUS_ACCESS='deny'``, remove all "View" Permissions from the
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407 "Anonymous" Role. To emulate ``ANONYMOUS_REGISTER='deny'``, remove the "Web
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408 Registration" and/or the "Email Registration" Permission from the "Anonymous"
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409 Role. See the section on customising security in the `customisation
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410 documentation`_ for more information.
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411
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412 Finally, the following config variables have been renamed to make more sense:
fa7df238e2d4 More cleaning up of configuration, and the "instance" -> "tracker" renaming.
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413
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414 - INSTANCE_HOME -> TRACKER_HOME
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415 - INSTANCE_NAME -> TRACKER_NAME
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416 - ISSUE_TRACKER_WEB -> TRACKER_WEB
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417 - ISSUE_TRACKER_EMAIL -> TRACKER_EMAIL
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418
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419
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420 0.5.0 Schema Specification
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421 --------------------------
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422
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423 0.5.0 Database backend changes
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424 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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425
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426 Your select_db module in your tracker has changed a fair bit. Where it used
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427 to contain::
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428
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429 # WARNING: DO NOT EDIT THIS FILE!!!
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430 from roundup.backends.back_anydbm import Database
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431
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432 it must now contain::
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433
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434 # WARNING: DO NOT EDIT THIS FILE!!!
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435 from roundup.backends.back_anydbm import Database, Class, FileClass, IssueClass
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436
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437 Yes, I realise the irony of the "DO NOT EDIT THIS FILE" statement :)
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438 Note the addition of the Class, FileClass, IssueClass imports. These are very
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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diff changeset
439 important, as they're going to make the next change work too. You now need to
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440 modify the top of the dbinit module in your tracker from::
1008
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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441
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Richard Jones <richard@users.sourceforge.net>
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diff changeset
442 import instance_config
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443 from roundup import roundupdb
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Richard Jones <richard@users.sourceforge.net>
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444 from select_db import Database
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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445
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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446 from roundup.roundupdb import Class, FileClass
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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447
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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448 class Database(roundupdb.Database, select_db.Database):
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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449 ''' Creates a hybrid database from:
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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450 . the selected database back-end from select_db
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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451 . the roundup extensions from roundupdb
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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452 '''
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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453 pass
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Richard Jones <richard@users.sourceforge.net>
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454
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455 class IssueClass(roundupdb.IssueClass):
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456 ''' issues need the email information
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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457 '''
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458 pass
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Richard Jones <richard@users.sourceforge.net>
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459
1089
43ab730ee194 instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
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diff changeset
460 to::
1008
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diff changeset
461
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43ab730ee194 instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
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diff changeset
462 import config
1008
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diff changeset
463 from select_db import Database, Class, FileClass, IssueClass
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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diff changeset
464
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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465 Yes, remove the Database and IssueClass definitions and those other imports.
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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466 They're not needed any more!
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Richard Jones <richard@users.sourceforge.net>
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467
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43ab730ee194 instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
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diff changeset
468 Look for places in dbinit.py where ``instance_config`` is used too, and
43ab730ee194 instance -> tracker, node -> item
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diff changeset
469 rename them ``config``.
43ab730ee194 instance -> tracker, node -> item
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diff changeset
470
1008
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471
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Richard Jones <richard@users.sourceforge.net>
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diff changeset
472 0.5.0 Journalling changes
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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diff changeset
473 ~~~~~~~~~~~~~~~~~~~~~~~~~
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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474
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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475 Journalling has been optimised for storage. Journalling of links has been
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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476 turned back on by default. If your tracker has a large user base, you may wish
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
477 to turn off journalling of nosy list, message author and message recipient
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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diff changeset
478 link and unlink events. You do this by adding ``do_journal='no'`` to the Class
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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diff changeset
479 initialisation in your dbinit. For example, your *msg* class initialisation
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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diff changeset
480 probably looks like this::
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481
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482 msg = FileClass(db, "msg",
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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483 author=Link("user"), recipients=Multilink("user"),
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484 date=Date(), summary=String(),
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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485 files=Multilink("file"),
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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486 messageid=String(), inreplyto=String())
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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487
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
488 to turn off journalling of author and recipient link events, add
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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489 ``do_journal='no'`` to the ``author=Link("user")`` part of the statement,
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490 like so::
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491
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492 msg = FileClass(db, "msg",
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493 author=Link("user", do_journal='no'),
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494 recipients=Multilink("user", do_journal='no'),
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495 date=Date(), summary=String(),
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496 files=Multilink("file"),
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497 messageid=String(), inreplyto=String())
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Richard Jones <richard@users.sourceforge.net>
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498
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diff changeset
499 Nosy list link event journalling is actually turned off by default now. If you
1227
92d8e1aad2e9 added mention of the new "minimal" template...
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diff changeset
500 want to turn it on, change to your issue class' nosy list, change its
1008
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diff changeset
501 definition from::
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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diff changeset
502
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diff changeset
503 issue = IssueClass(db, "issue",
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
504 assignedto=Link("user"), topic=Multilink("keyword"),
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
505 priority=Link("priority"), status=Link("status"))
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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diff changeset
506
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
507 to::
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
508
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diff changeset
509 issue = IssueClass(db, "issue", nosy=Multilink("user", do_journal='yes'),
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diff changeset
510 assignedto=Link("user"), topic=Multilink("keyword"),
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Richard Jones <richard@users.sourceforge.net>
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diff changeset
511 priority=Link("priority"), status=Link("status"))
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
512
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
513 noting that your definition of the nosy Multilink will override the normal one.
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
514
1009
fc55426544b5 more upgrading docco and a tool to fix roles
Richard Jones <richard@users.sourceforge.net>
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diff changeset
515
1008
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Richard Jones <richard@users.sourceforge.net>
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diff changeset
516 0.5.0 User schema changes
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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diff changeset
517 ~~~~~~~~~~~~~~~~~~~~~~~~~
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Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
518
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Richard Jones <richard@users.sourceforge.net>
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diff changeset
519 Users have two more properties, "queries" and "roles". You'll have something
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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diff changeset
520 like this in your dbinit module now::
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
521
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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diff changeset
522 user = Class(db, "user",
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
523 username=String(), password=Password(),
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
524 address=String(), realname=String(),
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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525 phone=String(), organisation=String(),
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
526 alternate_addresses=String())
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Richard Jones <richard@users.sourceforge.net>
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diff changeset
527 user.setkey("username")
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
528
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Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
529 and you'll need to add the new properties and the new "query" class to it
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
530 like so::
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
531
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
532 query = Class(db, "query",
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
533 klass=String(), name=String(),
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
534 url=String())
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
535 query.setkey("name")
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
536
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Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
537 # Note: roles is a comma-separated string of Role names
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
538 user = Class(db, "user",
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
539 username=String(), password=Password(),
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
540 address=String(), realname=String(),
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
541 phone=String(), organisation=String(),
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
542 alternate_addresses=String(),
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
543 queries=Multilink('query'), roles=String())
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
544 user.setkey("username")
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
545
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
546 The "queries" property is used to store off the user's favourite database
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
547 queries. The "roles" property is explained below in `0.5.0 Security
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
548 Settings`_.
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
549
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
550
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
551 0.5.0 Security Settings
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
552 ~~~~~~~~~~~~~~~~~~~~~~~
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
553
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
554 See the `security documentation`_ for an explanation of how the new security
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
555 system works. In a nutshell though, the security is handled as a four step
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
556 process:
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
557
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
558 1. Permissions are defined as having a name and optionally a hyperdb class
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
559 they're specific to,
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
560 2. Roles are defined that have one or more Permissions,
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
561 3. Users are assigned Roles in their "roles" property, and finally
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
562 4. Roundup checks that users have appropriate Permissions at appropriate times
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
563 (like editing issues).
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
564
1089
43ab730ee194 instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents: 1051
diff changeset
565 Your tracker dbinit module's *open* function now has to define any
43ab730ee194 instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents: 1051
diff changeset
566 Permissions that are specific to your tracker, and also the assignment
1008
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
567 of Permissions to Roles. At the moment, your open function
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
568 ends with::
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
569
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
570 import detectors
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
571 detectors.init(db)
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
572
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
573 return db
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
574
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
575 and what we need to do is insert some commands that will set up the security
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
576 parameters. Right above the ``import detectors`` line, you'll want to insert
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
577 these lines::
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
578
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
579 #
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
580 # SECURITY SETTINGS
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
581 #
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
582 # new permissions for this schema
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
583 for cl in 'issue', 'file', 'msg', 'user':
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
584 db.security.addPermission(name="Edit", klass=cl,
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
585 description="User is allowed to edit "+cl)
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
586 db.security.addPermission(name="View", klass=cl,
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
587 description="User is allowed to access "+cl)
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
588
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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diff changeset
589 # Assign the access and edit permissions for issue, file and message
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diff changeset
590 # to regular users now
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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591 for cl in 'issue', 'file', 'msg':
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diff changeset
592 p = db.security.getPermission('View', cl)
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diff changeset
593 db.security.addPermissionToRole('User', p)
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594 p = db.security.getPermission('Edit', cl)
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diff changeset
595 db.security.addPermissionToRole('User', p)
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596 # and give the regular users access to the web and email interface
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597 p = db.security.getPermission('Web Access')
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598 db.security.addPermissionToRole('User', p)
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599 p = db.security.getPermission('Email Access')
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600 db.security.addPermissionToRole('User', p)
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601
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602 # May users view other user information? Comment these lines out
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603 # if you don't want them to
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diff changeset
604 p = db.security.getPermission('View', 'user')
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diff changeset
605 db.security.addPermissionToRole('User', p)
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606
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Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
607 # Assign the appropriate permissions to the anonymous user's Anonymous
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diff changeset
608 # Role. Choices here are:
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diff changeset
609 # - Allow anonymous users to register through the web
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diff changeset
610 p = db.security.getPermission('Web Registration')
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parents: 979
diff changeset
611 db.security.addPermissionToRole('Anonymous', p)
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diff changeset
612 # - Allow anonymous (new) users to register through the email gateway
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
613 p = db.security.getPermission('Email Registration')
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parents: 979
diff changeset
614 db.security.addPermissionToRole('Anonymous', p)
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parents: 979
diff changeset
615 # - Allow anonymous users access to the "issue" class of data
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
616 # Note: this also grants access to related information like files,
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
617 # messages, statuses etc that are linked to issues
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diff changeset
618 #p = db.security.getPermission('View', 'issue')
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diff changeset
619 #db.security.addPermissionToRole('Anonymous', p)
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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parents: 979
diff changeset
620 # - Allow anonymous users access to edit the "issue" class of data
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
621 # Note: this also grants access to create related information like
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
622 # files and messages etc that are linked to issues
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
623 #p = db.security.getPermission('Edit', 'issue')
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diff changeset
624 #db.security.addPermissionToRole('Anonymous', p)
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625
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
626 # oh, g'wan, let anonymous access the web interface too
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diff changeset
627 p = db.security.getPermission('Web Access')
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diff changeset
628 db.security.addPermissionToRole('Anonymous', p)
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diff changeset
629
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diff changeset
630 Note in the comments there the places where you might change the permissions
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diff changeset
631 to restrict users or grant users more access. If you've created additional
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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diff changeset
632 classes that users should be able to edit and view, then you should add them
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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diff changeset
633 to the "new permissions for this schema" section at the start of the security
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diff changeset
634 block. Then add them to the "Assign the access and edit permissions" section
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diff changeset
635 too, so people actually have the new Permission you've created.
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Richard Jones <richard@users.sourceforge.net>
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diff changeset
636
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diff changeset
637 One final change is needed that finishes off the security system's
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
638 initialisation. We need to add a call to ``db.post_init()`` at the end of the
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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parents: 979
diff changeset
639 dbinit open() function. Add it like this::
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640
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Richard Jones <richard@users.sourceforge.net>
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diff changeset
641 import detectors
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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diff changeset
642 detectors.init(db)
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diff changeset
643
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
644 # schema is set up - run any post-initialisation
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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diff changeset
645 db.post_init()
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Richard Jones <richard@users.sourceforge.net>
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diff changeset
646 return db
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
647
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
648 You may verify the setup of Permissions and Roles using the new
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
649 "``roundup-admin security``" command.
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diff changeset
650
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
651
1009
fc55426544b5 more upgrading docco and a tool to fix roles
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diff changeset
652 0.5.0 User changes
fc55426544b5 more upgrading docco and a tool to fix roles
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diff changeset
653 ~~~~~~~~~~~~~~~~~~
fc55426544b5 more upgrading docco and a tool to fix roles
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diff changeset
654
fc55426544b5 more upgrading docco and a tool to fix roles
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diff changeset
655 To support all those schema changes, you'll need to massage your user database
fc55426544b5 more upgrading docco and a tool to fix roles
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diff changeset
656 a little too, to:
fc55426544b5 more upgrading docco and a tool to fix roles
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diff changeset
657
fc55426544b5 more upgrading docco and a tool to fix roles
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658 1. make sure there's an "anonymous" user - this user is mandatory now and is
fc55426544b5 more upgrading docco and a tool to fix roles
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diff changeset
659 the one that unknown users are logged in as.
fc55426544b5 more upgrading docco and a tool to fix roles
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diff changeset
660 2. make sure all users have at least one Role.
fc55426544b5 more upgrading docco and a tool to fix roles
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diff changeset
661
fc55426544b5 more upgrading docco and a tool to fix roles
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662 If you don't have the "anonymous" user, create it now with the command::
fc55426544b5 more upgrading docco and a tool to fix roles
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diff changeset
663
fc55426544b5 more upgrading docco and a tool to fix roles
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diff changeset
664 roundup-admin create user username=anonymous roles=Anonymous
fc55426544b5 more upgrading docco and a tool to fix roles
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665
fc55426544b5 more upgrading docco and a tool to fix roles
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diff changeset
666 making sure the capitalisation is the same as above. Once you've done that,
fc55426544b5 more upgrading docco and a tool to fix roles
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diff changeset
667 you'll need to set the roles property on all users to a reasonable default.
fc55426544b5 more upgrading docco and a tool to fix roles
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diff changeset
668 The admin user should get "Admin", the anonymous user "Anonymous"
fc55426544b5 more upgrading docco and a tool to fix roles
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diff changeset
669 and all other users "User". The ``fixroles.py`` script in the tools directory
fc55426544b5 more upgrading docco and a tool to fix roles
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670 will do this. Run it like so (where python is your python 2+ binary)::
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671
1271
7733d5b96ef6 docco fix
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672 python tools/fixroles.py -i <tracker home> fixroles
1009
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diff changeset
673
fc55426544b5 more upgrading docco and a tool to fix roles
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parents: 1008
diff changeset
674
fc55426544b5 more upgrading docco and a tool to fix roles
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parents: 1008
diff changeset
675
1008
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diff changeset
676 0.5.0 CGI interface changes
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
677 ---------------------------
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
678
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Richard Jones <richard@users.sourceforge.net>
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diff changeset
679 The CGI interface code was completely reorganised and largely rewritten. The
1089
43ab730ee194 instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
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diff changeset
680 end result is that this section of your tracker interfaces module will need
1008
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
681 changing from::
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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diff changeset
682
1308
bd71c43f0911 fixed upgrading doc to have CGI changes in the correct order
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parents: 1271
diff changeset
683 from roundup import cgi_client, mailgw
bd71c43f0911 fixed upgrading doc to have CGI changes in the correct order
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parents: 1271
diff changeset
684 from roundup.i18n import _
1008
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diff changeset
685
1308
bd71c43f0911 fixed upgrading doc to have CGI changes in the correct order
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parents: 1271
diff changeset
686 class Client(cgi_client.Client):
1008
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parents: 979
diff changeset
687 ''' derives basic CGI implementation from the standard module,
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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parents: 979
diff changeset
688 with any specific extensions
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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diff changeset
689 '''
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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diff changeset
690 pass
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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parents: 979
diff changeset
691
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
692 to::
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
693
1308
bd71c43f0911 fixed upgrading doc to have CGI changes in the correct order
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parents: 1271
diff changeset
694 from roundup import mailgw
bd71c43f0911 fixed upgrading doc to have CGI changes in the correct order
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parents: 1271
diff changeset
695 from roundup.cgi import client
1008
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parents: 979
diff changeset
696
1308
bd71c43f0911 fixed upgrading doc to have CGI changes in the correct order
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parents: 1271
diff changeset
697 class Client(client.Client):
1008
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parents: 979
diff changeset
698 ''' derives basic CGI implementation from the standard module,
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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diff changeset
699 with any specific extensions
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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diff changeset
700 '''
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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701 pass
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
702
1034
6afef8529d6c mention cgi script update
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parents: 1009
diff changeset
703 You will also need to install the new version of roundup.cgi from the source
6afef8529d6c mention cgi script update
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parents: 1009
diff changeset
704 cgi-bin directory if you're using it.
6afef8529d6c mention cgi script update
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parents: 1009
diff changeset
705
6afef8529d6c mention cgi script update
Richard Jones <richard@users.sourceforge.net>
parents: 1009
diff changeset
706
1008
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
707 0.5.0 HTML templating
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
708 ---------------------
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
709
1089
43ab730ee194 instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents: 1051
diff changeset
710 You'll want to make a backup of your current tracker html directory. You
1091
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diff changeset
711 should then copy the html directory from the Roundup source "classic" template
d870139aeb5c more doc
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parents: 1089
diff changeset
712 and modify it according to your local schema changes.
1008
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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parents: 979
diff changeset
713
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
714 If you need help with the new templating system, please ask questions on the
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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parents: 979
diff changeset
715 roundup-users mailing list (available through the roundup project page on
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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parents: 979
diff changeset
716 sourceforge, http://roundup.sf.net/)
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
717
10ed4791f969 Wrote most of the upgrading documentation (please read!)
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parents: 979
diff changeset
718
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
719 0.5.0 Detectors
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
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diff changeset
720 ---------------
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
721
1089
43ab730ee194 instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
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diff changeset
722 The nosy reactor has been updated to handle the tracker not having an
43ab730ee194 instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents: 1051
diff changeset
723 "assignedto" property on issues. You may want to copy it into your tracker's
1008
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
724 detectors directory. Chances are you've already fixed it though :)
825
0779ea9f1f18 More indexer work:
Richard Jones <richard@users.sourceforge.net>
parents: 798
diff changeset
725
0779ea9f1f18 More indexer work:
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parents: 798
diff changeset
726
782
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
727 Migrating from 0.4.1 to 0.4.2
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
728 =============================
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
729
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
730 0.4.2 Configuration
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
731 -------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
732 The USER_INDEX definition introduced in 0.4.1 was too restrictive in its
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
733 allowing replacement of 'assignedto' with the user's userid. Users must change
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
734 the None value of 'assignedto' to 'CURRENT USER' (the string, in quotes) for
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
735 the replacement behaviour to occur now.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
736
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
737 The new configuration variables are:
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
738
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
739 - EMAIL_KEEP_QUOTED_TEXT
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
740 - EMAIL_LEAVE_BODY_UNCHANGED
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
741 - ADD_RECIPIENTS_TO_NOSY
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
742
798
faf164ab8ed9 Docco changes.
Richard Jones <richard@users.sourceforge.net>
parents: 782
diff changeset
743 See the sample configuration files in::
782
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
744
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
745 <roundup source>/roundup/templates/classic/instance_config.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
746
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
747 and::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
748
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
749 <roundup source>/roundup/templates/extended/instance_config.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
750
1008
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
751 and the `customisation documentation`_ for information on how they're used.
782
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
752
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
753
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
754 0.4.2 Changes to detectors
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
755 --------------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
756 You will need to copy the detectors from the distribution into your instance
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
757 home "detectors" directory. If you used the classic schema, the detectors
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
758 are in::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
759
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
760 <roundup source>/roundup/templates/classic/detectors/
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
761
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
762 If you used the extended schema, the detectors are in::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
763
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
764 <roundup source>/roundup/templates/extended/detectors/
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
765
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
766 The change means that schema-specific code has been removed from the
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
767 mail gateway and cgi interface and made into auditors:
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
768
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
769 - nosyreactor.py has now got an updatenosy auditor which updates the nosy
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
770 list with author, recipient and assignedto information.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
771 - statusauditor.py makes the unread or resolved -> chatting changes and
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
772 presets the status of an issue to unread.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
773
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
774 There's also a bug or two fixed in the nosyreactor code.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
775
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
776 0.4.2 HTML templating changes
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
777 -----------------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
778 The link() htmltemplate function now has a "showid" option for links and
1089
43ab730ee194 instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents: 1051
diff changeset
779 multilinks. When true, it only displays the linked item id as the anchor
782
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
780 text. The link value is displayed as a tooltip using the title anchor
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
781 attribute. To use in eg. the superseder field, have something like this::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
782
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
783 <td>
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
784 <display call="field('superseder', showid=1)">
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
785 <display call="classhelp('issue', 'id,title', label='list', width=500)">
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
786 <property name="superseder">
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
787 <br>View: <display call="link('superseder', showid=1)">
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
788 </property>
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
789 </td>
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
790
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
791 The stylesheets have been cleaned up too. You may want to use the newer
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
792 versions in::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
793
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
794 <roundup source>/roundup/templates/<template>/html/default.css
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
795
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
796
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
797
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
798 Migrating from 0.4.0 to 0.4.1
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
799 =============================
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
800
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
801 0.4.1 Files storage
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
802 -------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
803
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
804 Messages and files from newly created issues will be put into subdierectories
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
805 in thousands e.g. msg123 will be put into files/msg/0/msg123, file2003
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
806 will go into files/file/2/file2003. Previous messages are still found, but
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
807 could be put into this structure.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
808
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
809 0.4.1 Configuration
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
810 -------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
811
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
812 To allow more fine-grained access control, the variable used to check
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
813 permission to auto-register users in the mail gateway is now called
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
814 ANONYMOUS_REGISTER_MAIL rather than overloading ANONYMOUS_REGISTER. If the
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
815 variable doesn't exist, then ANONYMOUS_REGISTER is tested as before.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
816
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
817 Configuring the links in the web header is now easier too. The following
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
818 variables have been added to the classic instance_config.py::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
819
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
820 HEADER_INDEX_LINKS - defines the "index" links to be made available
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
821 HEADER_ADD_LINKS - defines the "add" links
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
822 DEFAULT_INDEX - specifies the index view for DEFAULT
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
823 UNASSIGNED_INDEX - specifies the index view for UNASSIGNED
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
824 USER_INDEX - specifies the index view for USER
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
825
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
826 See the <roundup source>/roundup/templates/classic/instance_config.py for more
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
827 information - including how the variables are to be set up. Most users will
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
828 just be able to copy the variables from the source to their instance home. If
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
829 you've modified the header by changing the source of the interfaces.py file in
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
830 the instance home, you'll need to remove that customisation and move it into
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
831 the appropriate variables in instance_config.py.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
832
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
833 The extended schema has similar variables added too - see the source for more
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
834 info.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
835
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
836 0.4.1 Alternate E-Mail Addresses
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
837 --------------------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
838
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
839 If you add the property "alternate_addresses" to your user class, your users
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
840 will be able to register alternate email addresses that they may use to
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
841 communicate with roundup as. All email from roundup will continue to be sent
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
842 to their primary address.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
843
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
844 If you have not edited the dbinit.py file in your instance home directory,
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
845 you may simply copy the new dbinit.py file from the core code. If you used
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
846 the classic schema, the interfaces file is in::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
847
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
848 <roundup source>/roundup/templates/classic/dbinit.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
849
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
850 If you used the extended schema, the file is in::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
851
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
852 <roundup source>/roundup/templates/extended/dbinit.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
853
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
854 If you have modified your dbinit.py file, you need to edit the dbinit.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
855 file in your instance home directory. Find the lines which define the user
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
856 class::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
857
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
858 user = Class(db, "msg",
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
859 username=String(), password=Password(),
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
860 address=String(), realname=String(),
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
861 phone=String(), organisation=String(),
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
862 alternate_addresses=String())
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
863
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
864 You will also want to add the property to the user's details page. The
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
865 template for this is the "user.item" file in your instance home "html"
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
866 directory. Similar to above, you may copy the file from the roundup source if
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
867 you haven't modified it. Otherwise, add the following to the template::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
868
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
869 <display call="multiline('alternate_addresses')">
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
870
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
871 with appropriate labelling etc. See the standard template for an idea.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
872
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
873
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
874
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
875 Migrating from 0.3.x to 0.4.0
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
876 =============================
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
877
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
878 0.4.0 Message-ID and In-Reply-To addition
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
879 -----------------------------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
880 0.4.0 adds the tracking of messages by message-id and allows threading
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
881 using in-reply-to. Most e-mail clients support threading using this
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
882 feature, and we hope to add support for it to the web gateway. If you
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
883 have not edited the dbinit.py file in your instance home directory, you may
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
884 simply copy the new dbinit.py file from the core code. If you used the
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
885 classic schema, the interfaces file is in::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
886
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
887 <roundup source>/roundup/templates/classic/dbinit.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
888
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
889 If you used the extended schema, the file is in::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
890
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
891 <roundup source>/roundup/templates/extended/dbinit.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
892
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
893 If you have modified your dbinit.py file, you need to edit the dbinit.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
894 file in your instance home directory. Find the lines which define the msg
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
895 class::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
896
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
897 msg = FileClass(db, "msg",
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
898 author=Link("user"), recipients=Multilink("user"),
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
899 date=Date(), summary=String(),
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
900 files=Multilink("file"))
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
901
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
902 and add the messageid and inreplyto properties like so::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
903
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
904 msg = FileClass(db, "msg",
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
905 author=Link("user"), recipients=Multilink("user"),
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
906 date=Date(), summary=String(),
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
907 files=Multilink("file"),
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
908 messageid=String(), inreplyto=String())
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
909
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
910 Also, configuration is being cleaned up. This means that your dbinit.py will
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
911 also need to be changed in the open function. If you haven't changed your
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
912 dbinit.py, the above copy will be enough. If you have, you'll need to change
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
913 the line (round line 50)::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
914
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
915 db = Database(instance_config.DATABASE, name)
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
916
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
917 to::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
918
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
919 db = Database(instance_config, name)
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
920
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
921
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
922 0.4.0 Configuration
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
923 --------------------
1096
fa7df238e2d4 More cleaning up of configuration, and the "instance" -> "tracker" renaming.
Richard Jones <richard@users.sourceforge.net>
parents: 1091
diff changeset
924 ``TRACKER_NAME`` and ``EMAIL_SIGNATURE_POSITION`` have been added to the
782
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
925 instance_config.py. The simplest solution is to copy the default values
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
926 from template in the core source.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
927
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
928 The mail gateway now checks ``ANONYMOUS_REGISTER`` to see if unknown users
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
929 are to be automatically registered with the tracker. If it is set to "deny"
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
930 then unknown users will not have access. If it is set to "allow" they will be
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
931 automatically registered with the tracker.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
932
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
933
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
934 0.4.0 CGI script roundup.cgi
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
935 ----------------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
936 The CGI script has been updated with some features and a bugfix, so you should
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
937 copy it from the roundup cgi-bin source directory again. Make sure you update
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
938 the ROUNDUP_INSTANCE_HOMES after the copy.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
939
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
940
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
941 0.4.0 Nosy reactor
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
942 ------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
943 The nosy reactor has also changed - copy the nosyreactor.py file from the core
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
944 source::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
945
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
946 <roundup source>/roundup/templates/<template>/detectors/nosyreactor.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
947
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
948 to your instance home "detectors" directory.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
949
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
950
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
951 0.4.0 HTML templating
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
952 ---------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
953 The field() function was incorrectly implemented - links and multilinks now
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
954 display as text fields when rendered using field(). To display a menu (drop-
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
955 down or select box) you need to use the menu() function.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
956
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
957
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
958
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
959 Migrating from 0.2.x to 0.3.x
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
960 =============================
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
961
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
962 0.3.x Cookie Authentication changes
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
963 -----------------------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
964 0.3.0 introduces cookie authentication - you will need to copy the
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
965 interfaces.py file from the roundup source to your instance home to enable
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
966 authentication. If you used the classic schema, the interfaces file is in::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
967
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
968 <roundup source>/roundup/templates/classic/interfaces.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
969
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
970 If you used the extended schema, the file is in::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
971
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
972 <roundup source>/roundup/templates/extended/interfaces.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
973
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
974 If you have modified your interfaces.Client class, you will need to take
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
975 note of the login/logout functionality provided in roundup.cgi_client.Client
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
976 (classic schema) or roundup.cgi_client.ExtendedClient (extended schema) and
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
977 modify your instance code apropriately.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
978
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
979
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
980 0.3.x Password encoding
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
981 -----------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
982 This release also introduces encoding of passwords in the database. If you
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
983 have not edited the dbinit.py file in your instance home directory, you may
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
984 simply copy the new dbinit.py file from the core code. If you used the
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
985 classic schema, the interfaces file is in::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
986
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
987 <roundup source>/roundup/templates/classic/dbinit.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
988
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
989 If you used the extended schema, the file is in::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
990
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
991 <roundup source>/roundup/templates/extended/dbinit.py
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
992
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
993
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
994 If you have modified your dbinit.py file, you may use encoded passwords:
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
995
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
996 1. Edit the dbinit.py file in your instance home directory
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
997 a. At the first code line of the open() function::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
998
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
999 from roundup.hyperdb import String, Date, Link, Multilink
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1000
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1001 alter to include Password, as so::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1002
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1003 from roundup.hyperdb import String, Password, Date, Link, Multilink
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1004
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1005 b. Where the password property is defined (around line 66)::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1006
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1007 user = Class(db, "user",
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1008 username=String(), password=String(),
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1009 address=String(), realname=String(),
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1010 phone=String(), organisation=String())
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1011 user.setkey("username")
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1012
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1013 alter the "password=String()" to "password=Password()"::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1014
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1015 user = Class(db, "user",
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1016 username=String(), password=Password(),
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1017 address=String(), realname=String(),
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1018 phone=String(), organisation=String())
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1019 user.setkey("username")
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1020
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1021 2. Any existing passwords in the database will remain cleartext until they
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1022 are edited. It is recommended that at a minimum the admin password be
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1023 changed immediately::
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1024
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1025 roundup-admin -i <instance home> set user1 password=<new password>
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1026
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1027
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1028 0.3.x Configuration
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1029 -------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1030 FILTER_POSITION, ANONYMOUS_ACCESS, ANONYMOUS_REGISTER have been added to
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1031 the instance_config.py. Simplest solution is to copy the default values from
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1032 template in the core source.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1033
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1034 MESSAGES_TO_AUTHOR has been added to the IssueClass in dbinit.py. Set to 'yes'
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1035 to send nosy messages to the author. Default behaviour is to not send nosy
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1036 messages to the author. You will need to add MESSAGES_TO_AUTHOR to your
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1037 dbinit.py in your instance home.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1038
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1039
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1040 0.3.x CGI script roundup.cgi
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1041 ----------------------------
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1042 There have been some structural changes to the roundup.cgi script - you will
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1043 need to install it again from the cgi-bin directory of the source
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1044 distribution. Make sure you update the ROUNDUP_INSTANCE_HOMES after the
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1045 copy.
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1046
6f6eb43d9d86 Moved the MIGRATION text in with the rest of the docco, fixed up for 0.4.2
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
1047
1008
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
1048 .. _`customisation documentation`: customizing.html
10ed4791f969 Wrote most of the upgrading documentation (please read!)
Richard Jones <richard@users.sourceforge.net>
parents: 979
diff changeset
1049 .. _`security documentation`: security.html
2003
a291bf753037 maintenance -> admin guide
Richard Jones <richard@users.sourceforge.net>
parents: 1911
diff changeset
1050 .. _`administration guide`: admin.html
Roundup Issue Tracker: http://roundup-tracker.org/