comparison doc/upgrading.txt @ 5304:ae32f082e623

Add section on updating config.ini. Reference in CSRF doc. Other doc updates.
author John Rouillard <rouilj@ieee.org>
date Thu, 12 Oct 2017 22:31:59 -0400
parents 6efa6d44c27a
children 762222535a0b
comparison
equal deleted inserted replaced
5303:5017c3422334 5304:ae32f082e623
22 :local: 22 :local:
23 23
24 Migrating from 1.5.1 to 1.6.0 24 Migrating from 1.5.1 to 1.6.0
25 ============================= 25 =============================
26 26
27 Update tracker config file
28 --------------------------
29
30 After installing the new version of roundup, you should
31 update the ``config.ini`` file for your tracker. To do this:
32
33 1. backup your existing ``config.ini`` file
34 2. using the newly installed code, run::
35
36 roundup-admin -i /path/to/tracker updateconfig config.ini.new
37
38 to create the file config.ini.new. Replace
39 ``/path/to/tracker`` with the path to your tracker.
40 3. replace your tracker's config.ini with config.ini.new
41
42 Using updateconfig keeps all the settings from your
43 tracker's config.ini file and adds settings for all the new
44 options.
45
46 If you have added comments to your original config.ini file,
47 merge the added comments into the config.ini.new file. Then
48 replace your tracker's config.ini with config.ini.new.
49
50 Read the new config.ini and configure it to enable new
51 features. Details on using these features can be found in
52 this section.
53
27 Make sure that user can view labelprop on classes (REQUIRED) 54 Make sure that user can view labelprop on classes (REQUIRED)
28 ------------------------------------------------------------ 55 ------------------------------------------------------------
29 56
30 If you have View permissions that use ```properties=...```, 57 If you have View permissions that use ```properties=...```,
31 make sure that the labelprop for the class is listed in the 58 make sure that the labelprop for the class is listed in the
64 91
65 Http header verification against the tracker's ``web`` 92 Http header verification against the tracker's ``web``
66 setting in the ``[tracker]`` section of config.ini for the 93 setting in the ``[tracker]`` section of config.ini for the
67 following headers: 94 following headers:
68 95
69 # Analyze the ``Referer`` HTTP header to make sure it 96 1. Analyze the ``Referer`` HTTP header to make sure it
70 includes the web setting. 97 includes the web setting.
71 # Analyse the ``Origin`` HTTP header to make sure the 98 2. Analyze the ``Origin`` HTTP header to make sure the
72 schema://host matches the web setting. 99 schema://host matches the web setting.
73 # Analyze the ``X-Forwarded-Host`` header set by a proxy 100 3. Analyze the ``X-Forwarded-Host`` header set by a proxy
74 running in front of roundup to make sure it agrees with 101 running in front of roundup to make sure it agrees with
75 the host part of the web setting. 102 the host part of the web setting.
76 # Analyze the ``Host`` header to make sure it agrees with 103 4. Analyze the ``Host`` header to make sure it agrees with
77 the host part of the web setting. This is not done if 104 the host part of the web setting. This is not done if
78 ``X-Forwarded-Host`` is set. 105 ``X-Forwarded-Host`` is set.
79 106
80 By default roundup 1.6 does not require any specific header 107 By default roundup 1.6 does not require any specific header
81 to be present. However at least one of the headers above 108 to be present. However at least one of the headers above
82 *must* pass validation checks (usually ``Host`` or 109 *must* pass validation checks (usually ``Host`` or
83 ``Referer``) or the submission is rejected with an error. 110 ``Referer``) or the submission is rejected with an error.
112 tal:attributes="value python:utils.anti_csrf_nonce(lifetime=10)"> 139 tal:attributes="value python:utils.anti_csrf_nonce(lifetime=10)">
113 140
114 sets the lifetime of that nonce to 10 minutes. 141 sets the lifetime of that nonce to 10 minutes.
115 142
116 If you want to change the default settings, you have to 143 If you want to change the default settings, you have to
117 update the web section in your tracker's config.ini's. To do 144 update the web section in your tracker's config.ini file. Follow the
118 this backup your existing config.ini. Run: 145 section above to generate an updated config.ini file. Then
119 146 look for settings that start with csrf. The updated config.ini
120 roundup-admin -i /path/to/tracker genconfig config.ini.new
121
122 to create a new config.ini in the file config.ini.new. Then
123 merge the new csrf settings into your tracker's config.
124 Look for settings that start with csrf. The config.ini.new
125 file includes detailed descriptions of the settings. 147 file includes detailed descriptions of the settings.
126 148
127 In general one of four values can be set for these 149 In general one of four values can be set for these
128 settings. The default is ``yes``, which validates the header 150 settings. The default is ``yes``, which validates the header
129 or nonce and blocks access if the validation fails. If the 151 or nonce and blocks access if the validation fails. If the
226 248
227 Note: the ``backend_name`` file may be located in a directory other than 249 Note: the ``backend_name`` file may be located in a directory other than
228 ``db/`` if you have configured the ``database`` option in the ``[main]`` 250 ``db/`` if you have configured the ``database`` option in the ``[main]``
229 section of the ``config.ini`` file to be something other than ``db``. 251 section of the ``config.ini`` file to be something other than ``db``.
230 252
253 Note 2: if you are using the anydbm back end, you still set
254 it using the backend option in the rdbms section of the
255 config.ini file.
256
231 New config file option 'indexer' added 257 New config file option 'indexer' added
232 -------------------------------------- 258 --------------------------------------
233 259
234 With support for the Whoosh indexer, a new config file option has been 260 This release added support for the Whoosh indexer, so a new
261 config file option has been
235 added. You can force Roundup to use a particular text indexer by 262 added. You can force Roundup to use a particular text indexer by
236 setting this value in the [main] section of the tracker's 263 setting this value in the [main] section of the tracker's
237 ``config.ini`` file (usually placed right before indexer_stopwords):: 264 ``config.ini`` file (usually placed right before indexer_stopwords)::
238 265
239 [main] 266 [main]

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