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Commit 76d740a9 authored by gerv%gerv.net's avatar gerv%gerv.net
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Bug 168804 - Document CheckCanChangeField so sites can modify it for local…

Bug 168804 - Document CheckCanChangeField so sites can modify it for local needs. Patch by gerv; r=bbaetz, joel.
parent a7d40ecc
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docs/en/xml/administration.xml
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......@@ -38,24 +38,27 @@
<step>
<para>
<command>makeproductgroups</command>:
This dictates whether or not to automatically create groups
when new products are created.
</para>
<command>usebuggroups</command>:
This dictates whether or not to implement group-based security for
Bugzilla. If set, Bugzilla bugs can have an associated 'group',
defining which users are allowed to see and edit the
bug.</para>
<para>Set "usebuggroups" to "on"
<emphasis>only</emphasis>
if you may wish to restrict access to particular bugs to certain
groups of users. I suggest leaving
this parameter <emphasis>off</emphasis>
while initially testing your Bugzilla.</para>
</step>
<step>
<para>
<command>useentrygroupdefault</command>:
Bugzilla products can have a group associated with them, so that
certain users can only see bugs in certain products. When this
parameter is set to <quote>on</quote>, this
causes the initial group controls on newly created products
to place all newly-created bugs in the group
having the same name as the product immediately.
After a product is initially created, the group controls
can be further adjusted without interference by
this mechanism.</para>
<command>usebuggroupsentry</command>:
Bugzilla Products can have a group associated with them, so that
certain users can only see bugs in certain products. When this parameter
is set to <quote>on</quote>, this places all newly-created bugs in the
group for their product immediately.</para>
</step>
<step>
......@@ -66,14 +69,8 @@
write locking. What this means is that if someone needs to make a
change to a bug, they will lock the entire table until the operation
is complete. Locking for write also blocks reads until the write is
complete. Note that more recent versions of mysql support row level
locking using different table types. These types are slower than the
standard type, and Bugzilla does not yet take advantage of features
such as transactions which would justify this speed decrease. The
Bugzilla team are, however, happy to hear about any experiences with
row level locking and Bugzilla.</para>
<para>The <quote>shadowdb</quote>
complete. The
<quote>shadowdb</quote>
parameter was designed to get around this limitation. While only a
single user is allowed to write to a table at a time, reads can
continue unimpeded on a read-only shadow copy of the database.
......@@ -82,16 +79,29 @@
high-traffic Bugzilla databases.</para>
<para>
As a guide, on reasonably old hardware, mozilla.org began needing
As a guide, mozilla.org began needing
<quote>shadowdb</quote>
when they reached around 40,000 Bugzilla users with several hundred
Bugzilla bug changes and comments per day.</para>
<para>The value of the parameter defines the name of the
shadow bug database. You will need to set the host and port settings
from the params page, and set up replication in your database server
so that updates reach this readonly mirror. Consult your database
documentation for more detail.</para>
shadow bug database.
Set "shadowdb" to e.g. "bug_shadowdb" if you will be running a
*very* large installation of Bugzilla.
<note>
<para>Enabling "shadowdb" can adversely affect the stability of
your installation of Bugzilla. You should regularly check that your
database is in sync. It is often advisable to force a shadow
database sync nightly via
<quote>cron</quote>.
</para>
</note>
</para>
<para>If you use the "shadowdb" option, it is only natural that you
should turn the "queryagainstshadowdb" option on as well. Otherwise
you are replicating data into a shadow database for no reason!</para>
</step>
<step>
......@@ -119,19 +129,6 @@
blurb about how to use Bugzilla at your site.</para>
</step>
<step>
<para>
<command>movebugs</command>:
This option is an undocumented feature to allow moving bugs
between separate Bugzilla installations. You will need to understand
the source code in order to use this feature. Please consult
<filename>movebugs.pl</filename> in your Bugzilla source tree for
further documentation, such as it is.
</para>
</step>
<step>
<para>
<command>useqacontact</command>:
......@@ -215,11 +212,33 @@
you for this username and password.</para>
<tip>
<para>If you wish to add more administrative users, add them to
the "admin" group and, optionally, add edit the tweakparams, editusers,
creategroups, editcomponents, and editkeywords groups to add the
entire admin group to those groups.
<para>If you wish to add more administrative users, you must use the
MySQL interface. Run "mysql" from the command line, and use these
commands:
<simplelist>
<member>
<prompt>mysql&gt;</prompt>
<command>use bugs;</command>
</member>
<member>
<prompt>mysql&gt;</prompt>
<command>
update profiles set groupset=0x7ffffffffffffff where login_name =
"(user's login name)";
</command>
</member>
</simplelist>
</para>
<para>Yes, that is
<emphasis>fourteen</emphasis>
<quote>f</quote>
's. A whole lot of f-ing going on if you want to create a new
administator.</para>
</tip>
</section>
......@@ -321,7 +340,7 @@
they attempt to perform these actions, and should explain
why the account was disabled.
<warning>
<para>Don't disable all the administrator accounts!</para>
<para>Don't disable the administrator account!</para>
</warning>
<note>
......@@ -418,6 +437,9 @@
</section>
</section>
<section id="programadmin">
<title>Product, Component, Milestone, and Version Administration</title>
<section id="products">
<title>Products</title>
......@@ -514,7 +536,7 @@
<para>Versions are the revisions of the product, such as "Flinders
3.1", "Flinders 95", and "Flinders 2000". Version is not a multi-select
field; the usual practice is to select the earliest version known to have
field; the usual practice is to select the most recent version with
the bug.
</para>
......@@ -577,9 +599,17 @@
<para>From the Edit product screen, you can enter the URL of a
page which gives information about your milestones and what
they mean. </para>
<tip>
<para>If you want your milestone document to be restricted so
that it can only be viewed by people in a particular Bugzilla
group, the best way is to attach the document to a bug in that
group, and make the URL the URL of that attachment.</para>
</tip>
</listitem>
</orderedlist>
</section>
</section>
<section id="voting">
<title>Voting</title>
......@@ -607,7 +637,7 @@
<listitem>
<para><emphasis>Maximum Votes a person can put on a single
bug</emphasis>:
bug"</emphasis>:
It should probably be some number lower than the
"Maximum votes per person". Don't set this field to "0" if
"Maximum votes per person" is non-zero; that doesn't make
......@@ -629,484 +659,654 @@
</orderedlist>
</section>
<section id="quips">
<title>Quips</title>
<para>
Quips are small text messages that can be configured to appear
next to search results. A Bugzilla installation can have its own specific
quips. Whenever a quip needs to be displayed, a random selection
is made from the pool of already existing quips.
</para>
<para>
Quips are controlled by the <emphasis>enablequips</emphasis> parameter.
It has several possible values: on, approved, frozen or off.
In order to enable quips approval you need to set this parameter
to "approved". In this way, users are free to submit quips for
addition but an administrator must explicitly approve them before
they are actually used.
</para>
<para>
In order to see the user interface for the quips, it is enough to click
on a quip when it is displayed together with the search results. Or
it can be seen directly in the browser by visiting the quips.cgi URL
(prefixed with the usual web location of the Bugzilla installation).
Once the quip interface is displayed, it is enough to click the
"view and edit the whole quip list" in order to see the administration
page. A page with all the quips available in the database will
be displayed.
</para>
<para>
Next to each tip there is a checkbox, under the
"Approved" column. Quips who have this checkbox checked are
already approved and will appear next to the search results.
The ones that have it unchecked are still preserved in the
database but they will not appear on search results pages.
User submitted quips have initially the checkbox unchecked.
</para>
<para>
Also, there is a delete link next to each quip,
which can be used in order to permanently delete a quip.
</para>
</section>
<section id="groups">
<title>Groups and Group Security</title>
<para>Groups allow the administrator
to isolate bugs or products that should only be seen by certain people.
The association between products and groups is controlled from
the product edit page under <quote>Edit Group Controls.</quote>
There are two types of group - Generic Groups, and Product-Based Groups.
</para>
<para>
If the makeproductgroups param is on, a new group will be automatically
created for every new product. It is primarily available for backward
compatibility with older sites.
Product-Based Groups are matched with products, and allow you to restrict
access to bugs on a per-product basis. They are enabled using the
usebuggroups Param. Turning on the usebuggroupsentry
Param will mean bugs automatically get added to their product group when
filed.
</para>
<para>
Note that group permissions are such that you need to be a member
of <emphasis>all</emphasis> the groups a bug is in, for whatever
reason, to see that bug. Similarly, you must be a member
of <emphasis>all</emphasis> of the entry groups for a product
to add bugs to a product and you must be a member
of <emphasis>all</emphasis> of the canedit groups for a product
in order to make <emphasis>any</emphasis> change to bugs in that
product.
Generic Groups have no special relationship to products;
you create them, and put bugs in them
as required. One example of the use of Generic Groups
is Mozilla's "Security" group,
into which security-sensitive bugs are placed until fixed. Only the
Mozilla Security Team are members of this group.
</para>
<section>
<title>Creating Groups</title>
<para>To create Groups:</para>
<para>To create Generic Groups:</para>
<orderedlist>
<listitem>
<para>Select the <quote>groups</quote>
<para>Select the "groups"
link in the footer.</para>
</listitem>
<listitem>
<para>Take a moment to understand the instructions on the <quote>Edit
Groups</quote> screen, then select the <quote>Add Group</quote> link.</para>
<para>Take a moment to understand the instructions on the "Edit
Groups" screen, then select the "Add Group" link.</para>
</listitem>
<listitem>
<para>Fill out the <quote>Group</quote>, <quote>Description</quote>,
and <quote>User RegExp</quote> fields.
<quote>User RegExp</quote> allows you to automatically
<para>Fill out the "New Name", "New Description", and
"New User RegExp" fields. "New User RegExp" allows you to automatically
place all users who fulfill the Regular Expression into the new group.
When you have finished, click <quote>Add</quote>.</para>
<para>Users whose email addresses match the regular expression
will automatically be members of the group as long as their
email addresses continue to match the regular expression.</para>
<note>
<para>This is a change from 2.16 where the regular expression
resulted in a user acquiring permanent membership in a group.
To remove a user from a group the user was in due to a regular
expression in version 2.16 or earlier, the user must be explicitly
removed from the group.</para>
</note>
<warning>
<para>If specifying a domain in the regexp, make sure you end
the regexp with a $. Otherwise, when granting access to
"@mycompany\.com", you will allow access to
'badperson@mycompany.com.cracker.net'. You need to use
'@mycompany\.com$' as the regexp.</para>
</warning>
When you have finished, click "Add".</para>
</listitem>
</orderedlist>
<para>To use Product-Based Groups:</para>
<orderedlist>
<listitem>
<para>If you plan to use this group to directly control
access to bugs, check the "use for bugs" box. Groups
not used for bugs are still useful because other groups
can include the group as a whole.</para>
<para>Turn on "usebuggroups" and "usebuggroupsentry" in the "Edit
Parameters" screen.</para>
<warning>
<para>XXX is this still true?
"usebuggroupsentry" has the capacity to prevent the
administrative user from directly altering bugs because of
conflicting group permissions. If you plan on using
"usebuggroupsentry", you should plan on restricting
administrative account usage to administrative duties only. In
other words, manage bugs with an unpriveleged user account, and
manage users, groups, Products, etc. with the administrative
account.</para>
</warning>
</listitem>
<listitem>
<para>After you add your new group, edit the new group. On the
edit page, you can specify other groups that should be included
in this group and which groups should be permitted to add and delete
users from this group.</para>
<para>In future, when you create a Product, a matching group will be
automatically created. If you need to add a Product Group to
a Product which was created before you turned on usebuggroups,
then simply create a new group, as outlined above, with the
same name as the Product.</para>
</listitem>
</orderedlist>
<warning>
<para>Bugzilla currently has a limit of 64 groups per installation. If
you have more than about 50 products, you should consider
running multiple Bugzillas. Ask in the newsgroup for other
suggestions for working around this restriction.</para>
</warning>
<para>
Note that group permissions are such that you need to be a member
of <emphasis>all</emphasis> the groups a bug is in, for whatever
reason, to see that bug.
</para>
</section>
<section>
<title>Assigning Users to Groups</title>
<para>Users can become a member of a group in several ways.</para>
<section id="security">
<title>Bugzilla Security</title>
<warning>
<para>Poorly-configured MySQL and Bugzilla installations have
given attackers full access to systems in the past. Please take these
guidelines seriously, even for Bugzilla machines hidden away behind
your firewall. 80% of all computer trespassers are insiders, not
anonymous crackers.</para>
</warning>
<note>
<para>These instructions must, of necessity, be somewhat vague since
Bugzilla runs on so many different platforms. If you have refinements
of these directions for specific platforms, please submit them to
<ulink url="mailto://mozilla-webtools@mozilla.org">
mozilla-webtools@mozilla.org</ulink>
</para>
</note>
<para>To secure your installation:
<orderedlist>
<listitem>
<para>The user can be explicitly placed in the group by editing
the user's own profile</para>
<para>Ensure you are running at least MysQL version 3.22.32 or newer.
Earlier versions had notable security holes and (from a security
point of view) poor default configuration choices.</para>
</listitem>
<listitem>
<para>The group can include another group of which the user is
a member.</para>
<para>
<emphasis>There is no substitute for understanding the tools on your
system!</emphasis>
Read
<ulink url="http://www.mysql.com/doc/P/r/Privilege_system.html">
The MySQL Privilege System</ulink>
until you can recite it from memory!</para>
</listitem>
<listitem>
<para>The user's email address can match a regular expression
that the group specifies to automatically grant membership to
the group.</para>
<para>Lock down /etc/inetd.conf. Heck, disable inet entirely on this
box. It should only listen to port 25 for Sendmail and port 80 for
Apache.</para>
</listitem>
<listitem>
<para>Do not run Apache as
<quote>nobody</quote>
. This will require very lax permissions in your Bugzilla
directories. Run it, instead, as a user with a name, set via your
httpd.conf file.
<note>
<para>
<quote>nobody</quote>
is a real user on UNIX systems. Having a process run as user id
<quote>nobody</quote>
is absolutely no protection against system crackers versus using
any other user account. As a general security measure, I recommend
you create unique user ID's for each daemon running on your system
and, if possible, use "chroot" to jail that process away from the
rest of your system.</para>
</note>
</para>
</listitem>
<listitem>
<para>Ensure you have adequate access controls for the
$BUGZILLA_HOME/data/ directory, as well as the
$BUGZILLA_HOME/localconfig file.
The localconfig file stores your "bugs" database account password.
In addition, some
files under $BUGZILLA_HOME/data/ store sensitive information.
</para>
<para>Bugzilla provides default .htaccess files to protect the most
common Apache installations. However, you should verify these are
adequate according to the site-wide security policy of your web
server, and ensure that the .htaccess files are allowed to
"override" default permissions set in your Apache configuration
files. Covering Apache security is beyond the scope of this Guide;
please consult the Apache documentation for details.</para>
<para>If you are using a web server that does not support the
.htaccess control method,
<emphasis>you are at risk!</emphasis>
After installing, check to see if you can view the file
"localconfig" in your web browser (e.g.:
<ulink url="http://bugzilla.mozilla.org/localconfig">
http://bugzilla.mozilla.org/localconfig</ulink>
). If you can read the contents of this file, your web server has
not secured your bugzilla directory properly and you must fix this
problem before deploying Bugzilla. If, however, it gives you a
"Forbidden" error, then it probably respects the .htaccess
conventions and you are good to go.</para>
<para>When you run checksetup.pl, the script will attempt to modify
various permissions on files which Bugzilla uses. If you do not have
a webservergroup set in the localconfig file, then Bugzilla will have
to make certain files world readable and/or writable.
<emphasis>THIS IS INSECURE!</emphasis>
. This means that anyone who can get access to your system can do
whatever they want to your Bugzilla installation.</para>
<note>
<para>This also means that if your webserver runs all cgi scripts
as the same user/group, anyone on the system who can run cgi
scripts will be able to take control of your Bugzilla
installation.</para>
</note>
<para>On Apache, you can use .htaccess files to protect access to
these directories, as outlined in
<ulink url="http://bugzilla.mozilla.org/show_bug.cgi?id=57161">Bug
57161</ulink>
for the localconfig file, and
<ulink url="http://bugzilla.mozilla.org/show_bug.cgi?id=65572">Bug
65572</ulink>
for adequate protection in your data/ directory.</para>
<para>Note the instructions which follow are Apache-specific. If you
use IIS, Netscape, or other non-Apache web servers, please consult
your system documentation for how to secure these files from being
transmitted to curious users.</para>
<para>Place the following text into a file named ".htaccess",
readable by your web server, in your $BUGZILLA_HOME/data directory.
<literallayout>&lt;Files comments&gt; allow from all &lt;/Files&gt;
deny from all</literallayout>
</para>
<para>Place the following text into a file named ".htaccess",
readable by your web server, in your $BUGZILLA_HOME/ directory.
<literallayout>&lt;Files localconfig&gt; deny from all &lt;/Files&gt;
allow from all</literallayout>
</para>
</listitem>
</orderedlist>
</para>
</section>
<section>
<title>Assigning Group Controls to Products</title>
<section id="cust-templates">
<title>Template Customisation</title>
<para>
On the product edit page, there is a page to edit the
<quote>Group Controls</quote>
for a product. This allows you to
configure how a group relates to the product.
Groups may be applicable, default,
and mandatory as well as used to control entry
or used to make bugs in the product
totally read-only unless the group restrictions are met.
One of the large changes for 2.16 was the templatisation of the
entire user-facing UI, using the
<ulink url="http://www.template-toolkit.org">Template Toolkit</ulink>.
Administrators can now configure the look and feel of Bugzilla without
having to edit Perl files or face the nightmare of massive merge
conflicts when they upgrade to a newer version in the future.
</para>
<para>
For each group, it is possible to specify if membership in that
group is...
Templatisation also makes localised versions of Bugzilla possible,
for the first time. In the future, a Bugzilla installation may
have templates installed for multiple localisations, and select
which ones to use based on the user's browser language setting.
</para>
<orderedlist>
<listitem>
<section>
<title>What to Edit</title>
<para>
required for bug entry,
There are two different ways of editing of Bugzilla's templates,
and which you use depends mainly on how you upgrade Bugzilla. The
template directory structure is that there's a top level directory,
<filename>template</filename>, which contains a directory for
each installed localisation. The default English templates are
therefore in <filename>en</filename>. Underneath that, there
is the <filename>default</filename> directory and optionally the
<filename>custom</filename> directory. The <filename>default</filename>
directory contains all the templates shipped with Bugzilla, whereas
the <filename>custom</filename> directory does not exist at first and
must be created if you want to use it.
</para>
</listitem>
<listitem>
<para>
Not applicable to this product(NA),
a possible restriction for a member of the
group to place on a bug in this product(Shown),
a default restriction for a member of the
group to place on a bug in this product(Default),
or a mandatory restriction to be placed on bugs
in this product(Mandatory).
The first method of making customisations is to directly edit the
templates in <filename>template/en/default</filename>. This is
probably the best method for small changes if you are going to use
the CVS method of upgrading, because if you then execute a
<command>cvs update</command>, any template fixes will get
automagically merged into your modified versions.
</para>
</listitem>
<listitem>
<para>
Not applicable by non-members to this product(NA),
a possible restriction for a non-member of the
group to place on a bug in this product(Shown),
a default restriction for a non-member of the
group to place on a bug in this product(Default),
or a mandatory restriction to be placed on bugs
in this product when entered by a non-member(Mandatory).
If you use this method, your installation will break if CVS conflicts
occur.
</para>
</listitem>
<listitem>
<para>
required in order to make <emphasis>any</emphasis> change
to bugs in this product <emphasis>including comments.</emphasis>
The other method is to copy the templates into a mirrored directory
structure under <filename>template/en/custom</filename>. The templates
in this directory automatically override those in default.
This is the technique you
need to use if you use the overwriting method of upgrade, because
otherwise your changes will be lost. This method is also better if
you are using the CVS method of upgrading and are going to make major
changes, because it is guaranteed that the contents of this directory
will not be touched during an upgrade, and you can then decide whether
to continue using your own templates, or make the effort to merge your
changes into the new versions by hand.
</para>
</listitem>
</orderedlist>
<para>These controls are often described in this order, so a
product that requires a user to be a member of group "foo"
to enter a bug and then requires that the bug stay resticted
to group "foo" at all times and that only members of group "foo"
can edit the bug even if they otherwise could see the bug would
have its controls summarized by...</para>
<programlisting>
foo: ENTRY, MANDATORY/MANDATORY, CANEDIT
</programlisting>
<para>
If you use this method, your installation may break if incompatible
changes are made to the template interface. If such changes are made
they will be documented in the release notes, provided you are using a
stable release of Bugzilla. If you use using unstable code, you will
need to deal with this one yourself, although if possible the changes
will be mentioned before they occur in the deprecations section of the
previous stable release's release notes.
</para>
<note>
<para>
Don't directly edit the compiled templates in
<filename class="directory">data/template/*</filename> - your
changes will be lost when Template Toolkit recompiles them.
</para>
</note>
</section>
<section>
<title>Common Applications of Group Controls</title>
<section>
<title>General User Access With Security Group</title>
<para>To permit any user to file bugs in each product (A, B, C...)
and to permit any user to submit those bugs into a security
group....</para>
<programlisting>
Product A...
security: SHOWN/SHOWN
Product B...
security: SHOWN/SHOWN
Product C...
security: SHOWN/SHOWN
</programlisting>
</section>
<section>
<title>General User Access With A Security Product</title>
<para>To permit any user to file bugs in a Security product
while keeping those bugs from becoming visible to anyone
outside the securityworkers group unless a member of the
securityworkers group removes that restriction....</para>
<programlisting>
Product Security...
securityworkers: DEFAULT/MANDATORY
</programlisting>
</section>
<section>
<title>Product Isolation With Common Group</title>
<para>To permit users of product A to access the bugs for
product A, users of product B to access product B, and support
staff to access both, 3 groups are needed</para>
<orderedlist>
<listitem>
<para>Support: Contains members of the support staff.</para>
</listitem>
<listitem>
<para>AccessA: Contains users of product A and the Support group.</para>
</listitem>
<listitem>
<para>AccessB: Contains users of product B and the Support group.</para>
</listitem>
</orderedlist>
<para>Once these 3 groups are defined, the products group controls
can be set to..</para>
<programlisting>
Product A...
AccessA: ENTRY, MANDATORY/MANDATORY
Product B...
AccessB: ENTRY, MANDATORY/MANDATORY
</programlisting>
<para>Optionally, the support group could be permitted to make
bugs inaccessible to the users and could be permitted to publish
bugs relevant to all users in a common product that is read-only
to anyone outside the support group. That configuration could
be...</para>
<programlisting>
Product A...
AccessA: ENTRY, MANDATORY/MANDATORY
Support: SHOWN/NA
Product B...
AccessB: ENTRY, MANDATORY/MANDATORY
Support: SHOWN/NA
Product Common...
Support: ENTRY, DEFAULT/MANDATORY, CANEDIT
</programlisting>
</section>
</section>
</section>
<title>How To Edit Templates</title>
<section id="upgrading">
<title>Upgrading to New Releases</title>
<para>
The syntax of the Template Toolkit language is beyond the scope of
this guide. It's reasonably easy to pick up by looking at the current
templates; or, you can read the manual, available on the
<ulink url="http://www.template-toolkit.org">Template Toolkit home
page</ulink>. However, you should particularly remember (for security
reasons) to always HTML filter things which come from the database or
user input, to prevent cross-site scripting attacks.
</para>
<warning>
<para>Upgrading is a one-way process. You should backup your database
and current Bugzilla directory before attempting the upgrade. If you wish
to revert to the old Bugzilla version for any reason, you will have to
restore from these backups.
<para>
However, one thing you should take particular care about is the need
to properly HTML filter data that has been passed into the template.
This means that if the data can possibly contain special HTML characters
such as &lt;, and the data was not intended to be HTML, they need to be
converted to entity form, ie &amp;lt;. You use the 'html' filter in the
Template Toolkit to do this. If you fail to do this, you may open up
your installation to cross-site scripting attacks.
</para>
</warning>
<para>Upgrading Bugzilla is something we all want to do from time to time,
be it to get new features or pick up the latest security fix. How easy
it is to update depends on a few factors.
<para>
Also note that Bugzilla adds a few filters of its own, that are not
in standard Template Toolkit. In particular, the 'url_quote' filter
can convert characters that are illegal or have special meaning in URLs,
such as &amp;, to the encoded form, ie %26. This actually encodes most
characters (but not the common ones such as letters and numbers and so
on), including the HTML-special characters, so there's never a need to
HTML filter afterwards.
</para>
<itemizedlist>
<listitem>
<para>If the new version is a revision or a new point release</para>
</listitem>
<listitem>
<para>How many, if any, local changes have been made</para>
</listitem>
</itemizedlist>
<para>
Editing templates is a good way of doing a "poor man's custom fields".
For example, if you don't use the Status Whiteboard, but want to have
a free-form text entry box for "Build Identifier", then you can just
edit the templates to change the field labels. It's still be called
status_whiteboard internally, but your users don't need to know that.
</para>
<para>There are also three different methods to upgrade your installation.
<note>
<para>
If you are making template changes that you intend on submitting back
for inclusion in standard Bugzilla, you should read the relevant
sections of the
<ulink url="http://www.bugzilla.org/developerguide.html">Developers'
Guide</ulink>.
</para>
</note>
</section>
<orderedlist>
<listitem>
<para>Using CVS (<xref linkend="upgrade-cvs"/>)</para>
</listitem>
<listitem>
<para>Downloading a new tarball (<xref linkend="upgrade-tarball"/>)</para>
</listitem>
<listitem>
<para>Applying the relevant patches (<xref linkend="upgrade-patches"/>)</para>
</listitem>
</orderedlist>
<para>Which options are available to you may depend on how large a jump
you are making and/or your network configuration.
<section>
<title>Template Formats</title>
<para>
Some CGIs have the ability to use more than one template. For
example, buglist.cgi can output bug lists as RDF or two
different forms of HTML (complex and simple). (Try this out
by appending <filename>&amp;format=simple</filename> to a buglist.cgi
URL on your Bugzilla installation.) This
mechanism, called template 'formats', is extensible.
</para>
<para>Revisions are normally released to fix security vulnerabilities
and are distinguished by an increase in the third number. For example,
when 2.16.6 was released, it was a revision to 2.16.5.
<para>
To see if a CGI supports multiple output formats, grep the
CGI for "ValidateOutputFormat". If it's not present, adding
multiple format support isn't too hard - see how it's done in
other CGIs.
</para>
<para>Point releases are normally released when the Bugzilla team feels
that there has been a significant amount of progress made between the
last point release and the current time. These are often proceeded by a
stabilization period and release candidates, however the use of
development versions or release candidates is beyond the scope of this
document. Point releases can be distinguished by an increase in the
second number, or minor version. For example, 2.18.0 is a newer point
release than 2.16.5.
<para>
To make a new format template for a CGI which supports this,
open a current template for
that CGI and take note of the INTERFACE comment (if present.) This
comment defines what variables are passed into this template. If
there isn't one, I'm afraid you'll have to read the template and
the code to find out what information you get.
</para>
<para>The examples in this section are written as if you were updating
to version 2.18.1. The procedures are the same regardless if you are
updating to a new point release or a new revision. However, the chance
of running into trouble increases when upgrading to a new point release,
escpecially if you've made local changes.
<para>
Write your template in whatever markup or text style is appropriate.
</para>
<para>These examples also assume that your Bugzilla installation is at
<filename>/var/www/html/bugzilla</filename>. If that is not the case,
simply substitute the proper paths where appropriate.
<para>
You now need to decide what content type you want your template
served as. Open up the <filename>localconfig</filename> file and find the
<filename>$contenttypes</filename>
variable. If your content type is not there, add it. Remember
the three- or four-letter tag assigned to you content type.
This tag will be part of the template filename.
</para>
<example id="upgrade-cvs">
<title>Upgrading using CVS</title>
<para>
Save the template as <filename>&lt;stubname&gt;-&lt;formatname&gt;.&lt;contenttypetag&gt;.tmpl</filename>.
Try out the template by calling the CGI as
<filename>&lt;cginame&gt;.cgi?format=&lt;formatname&gt;</filename> .
</para>
</section>
<para>Every release of Bugzilla, whether it is a revision or a point
release, is tagged in CVS. Also, every tarball we have distributed
since version 2.12 has been primed for using CVS. This does, however,
require that you are able to access cvs-mirror.mozilla.org on port
2401.
<tip>
<para>If you can do this, updating using CVS is probably the most
painless method, especially if you have a lot of local changes.
<section>
<title>Particular Templates</title>
<para>
There are a few templates you may be particularly interested in
customising for your installation.
</para>
</tip>
<para>
<command>index.html.tmpl</command>:
This is the Bugzilla front page.
</para>
<programlisting>
bash$ <command>cd /var/www/html/bugzilla</command>
bash$ <command>cvs login</command>
Logging in to :pserver:anonymous@cvs-mirror.mozilla.org:2401/cvsroot
CVS password: <command>anonymous</command>
bash$ <command>cvs -q update -r BUGZILLA-2_18_1 -dP</command>
P checksetup.pl
P collectstats.pl
P globals.pl
P docs/rel_notes.txt
P template/en/default/list/quips.html.tmpl
</programlisting>
<para>
<command>global/header.html.tmpl</command>:
This defines the header that goes on all Bugzilla pages.
The header includes the banner, which is what appears to users
and is probably what you want to edit instead. However the
header also includes the HTML HEAD section, so you could for
example add a stylesheet or META tag by editing the header.
</para>
<para>
<caution>
<para>If a line in the output from <command>cvs update</command>
begins with a <computeroutput>C</computeroutput> that represents a
file with local changes that CVS was unable to properly merge. You
need to resolve these conflicts manually before Bugzilla (or at
least the portion using that file) will be usable.
<command>global/banner.html.tmpl</command>:
This contains the "banner", the part of the header that appears
at the top of all Bugzilla pages. The default banner is reasonably
barren, so you'll probably want to customise this to give your
installation a distinctive look and feel. It is recommended you
preserve the Bugzilla version number in some form so the version
you are running can be determined, and users know what docs to read.
</para>
</caution>
<note>
<para>You also need to run <command>./checksetup.pl</command>
before your Bugzilla upgrade will be complete.
<para>
<command>global/footer.html.tmpl</command>:
This defines the footer that goes on all Bugzilla pages. Editing
this is another way to quickly get a distinctive look and feel for
your Bugzilla installation.
</para>
</note>
<para>
<command>bug/create/user-message.html.tmpl</command>:
This is a message that appears near the top of the bug reporting page.
By modifying this, you can tell your users how they should report
bugs.
</para>
<para>
<command>bug/create/create.html.tmpl</command> and
<command>bug/create/comment.txt.tmpl</command>:
You may wish to get bug submitters to give certain bits of structured
information, each in a separate input widget, for which there is not a
field in the database. The bug entry system has been designed in an
extensible fashion to enable you to define arbitrary fields and widgets,
and have their values appear formatted in the initial
Description, rather than in database fields. An example of this
is the mozilla.org
<ulink url="http://bugzilla.mozilla.org/enter_bug.cgi?format=guided">guided
bug submission form</ulink>.
</para>
<para>
To make this work, create a custom template for
<filename>enter_bug.cgi</filename> (the default template, on which you
could base it, is <filename>create.html.tmpl</filename>),
and either call it <filename>create.html.tmpl</filename> or use a format and
call it <filename>create-&lt;formatname&gt;.html.tmpl</filename>.
Put it in the <filename class="directory">custom/bug/create</filename>
directory. In it, add widgets for each piece of information you'd like
collected - such as a build number, or set of steps to reproduce.
</para>
<para>
Then, create a template like
<filename>custom/bug/create/comment.txt.tmpl</filename>, also named
after your format if you are using one, which
references the form fields you have created. When a bug report is
submitted, the initial comment attached to the bug report will be
formatted according to the layout of this template.
</para>
</example>
<example id="upgrade-tarball">
<title>Upgrading using the tarball</title>
<para>If you are unable or unwilling to use CVS, another option that's
always available is to download the latest tarball. This is the most
difficult option to use, especially if you have local changes.
</para>
<programlisting>
bash$ <command>cd /var/www/html</command>
bash$ <command>wget ftp://ftp.mozilla.org/pub/mozilla.org/webtools/bugzilla-2.18.1.tar.gz</command>
<emphasis>Output omitted</emphasis>
bash$ <command>tar xzvf bugzilla-2.18.1.tar.gz</command>
bugzilla-2.18.1/
bugzilla-2.18.1/.cvsignore
bugzilla-2.18.1/1x1.gif
<emphasis>Output truncated</emphasis>
bash$ <command>cd bugzilla-2.18.1</command>
bash$ <command>cp ../bugzilla/localconfig* .</command>
bash$ <command>cp -r ../bugzilla/data .</command>
bash$ <command>cd ..</command>
bash$ <command>mv bugzilla bugzilla.old</command>
bash$ <command>mv bugzilla-2.18.1 bugzilla</command>
bash$ <command>cd bugzilla</command>
bash$ <command>./checksetup.pl</command>
<emphasis>Output omitted</emphasis>
</programlisting>
<para>
For example, if your enter_bug template had a field
<programlisting>&lt;input type="text" name="buildid" size="30"&gt;</programlisting>
and then your comment.txt.tmpl had
<programlisting>BuildID: [% form.buildid %]</programlisting>
then
<programlisting>BuildID: 20020303</programlisting>
would appear in the initial checkin comment.
</para>
</section>
</section>
<section id="cust-change-permissions">
<title>Change Permission Customisation</title>
<warning>
<para>The <command>cp</command> commands both end with periods which
is a very important detail, it tells the shell that the destination
directory is the current working directory. Also, the period at the
beginning of the <command>./checksetup.pl</command> is important and
can not be omitted.
<para>
This feature should be considered experimental; the Bugzilla code you
will be changing is not stable, and could change or move between
versions. Be aware that if you make modifications to it, you may have
to re-make them or port them if Bugzilla changes internally between
versions.
</para>
</warning>
<note>
<para>You will now have to reapply any changes you have made to your
local installation manually.
<para>
Companies often have rules about which employees, or classes of employees,
are allowed to change certain things in the bug system. For example,
only the bug's designated QA Contact may be allowed to VERIFY the bug.
Bugzilla has been
designed to make it easy for you to write your own custom rules to define
who is allowed to make what sorts of value transition.
</para>
</note>
<para>
For maximum flexibility, customising this means editing Bugzilla's Perl
code. This gives the administrator complete control over exactly who is
allowed to do what. The relevant function is called
<filename>CheckCanChangeField()</filename>,
and is found in <filename>process_bug.cgi</filename> in your
Bugzilla directory. If you open that file and grep for
"sub CheckCanChangeField", you'll find it.
</para>
</example>
<example id="upgrade-patches">
<title>Upgrading using patches</title>
<para>
This function has been carefully commented to allow you to see exactly
how it works, and give you an idea of how to make changes to it. Certain
marked sections should not be changed - these are the "plumbing" which
makes the rest of the function work. In between those sections, you'll
find snippets of code like:
<programlisting> # Allow the owner to change anything.
if ($ownerid eq $whoid) {
return 1;
}</programlisting>
It's fairly obvious what this piece of code does.
</para>
<para>The Bugzilla team will normally make a patch file available for
revisions to go from the most recent revision to the new one. You could
also read the release notes and grab the patches attached to the
mentioned bug, but it is safer to use the released patch file as
sometimes patches get changed before they get checked in.
It is also theoretically possible to
scour the fixed bug list and pick and choose which patches to apply
from a point release, but this is not recommended either as what you'll
end up with is a hodge podge Bugzilla that isn't really any version.
This would also make it more difficult to upgrade in the future.
<para>
So, how does one go about changing this function? Well, simple changes
can be made just be removing pieces - for example, if you wanted to
prevent any user adding a comment to a bug, just remove the lines marked
"Allow anyone to change comments." And if you want the reporter to have
no special rights on bugs they have filed, just remove the entire section
which refers to him.
</para>
<programlisting>
bash$ <command>cd /var/www/html/bugzilla</command>
bash$ <command>wget ftp://ftp.mozilla.org/pub/mozilla.org/webtools/bugzilla-2.18.0-to-2.18.1.diff.gz</command>
<emphasis>Output omitted</emphasis>
bash$ <command>gunzip bugzilla-2.18.0-to-2.18.1.diff.gz</command>
bash$ <command>patch -p1 &lt; bugzilla-2.18.0-to-2.18.1.diff</command>
patching file checksetup.pl
patching file collectstats.pl
patching file globals.pl
</programlisting>
<para>
More complex customisations are not much harder. Basically, you add
a check in the right place in the function, i.e. after all the variables
you are using have been set up. So, don't look at $ownerid before
$ownerid has been obtained from the database. You can either add a
positive check, which returns 1 (allow) if certain conditions are true,
or a negative check, which returns 0 (deny.) E.g.:
<programlisting> if ($field eq "qacontact") {
if (UserInGroup("quality_assurance")) {
return 1;
}
else {
return 0;
}
}</programlisting>
This says that only users in the group "quality_assurance" can change
the QA Contact field of a bug. Getting more weird:
<programlisting> if (($field eq "priority") &&
($vars->{'user'}{'login'} =~ /.*\@example\.com$/))
{
if ($oldvalue eq "P1") {
return 1;
}
else {
return 0;
}
}</programlisting>
This says that if the user is trying to change the priority field,
and their email address is @example.com, they can only do so if the
old value of the field was "P1". Not very useful, but illustrative.
</para>
<para>
<caution>
<para>If you do this, beware that this doesn't change the entires in
your <filename id="dir">CVS</filename> directory so it may make
updates using CVS (<xref linkend="upgrade-cvs"/>) more difficult in the
future.
For a list of possible field names, look in
<filename>data/versioncache</filename> for the list called
<filename>@::log_columns</filename>. If you need help writing custom
rules for your organisation, ask in the newsgroup.
</para>
</caution>
</section>
<section id="upgrading">
<title>Upgrading to New Releases</title>
<para>A plain Bugzilla is fairly easy to upgrade from one version to a
newer one. Always read the release notes to see if there are any issues
that you might need to take note of. It is recommended that you take a
backup of your database and your entire Bugzilla installation before attempting an
upgrade. You can upgrade a 'clean' installation by untarring a new
tarball over the old installation. If you are upgrading from 2.12 or
later, and have cvs installed, you can type <filename>cvs -z3 update</filename>,
and resolve conflicts if there are any.
</para>
</example>
<para>However, things get a bit more complicated if you've made
changes to Bugzilla's code. In this case, you may have to re-make or
reapply those changes. One good method is to take a diff of your customised
version against the original, so you can survey all that you've changed.
Hopefully, templatisation will reduce the need for
this in the future.</para>
<para>From version 2.8 onwards, Bugzilla databases can be automatically
carried forward during an upgrade. However, because the developers of
Bugzilla are constantly adding new
tables, columns and fields, you'll probably get SQL errors if you just
update the code and attempt to use Bugzilla. Always run the
<filename>checksetup.pl</filename>
script whenever you upgrade your installation.</para>
<para>If you are running Bugzilla version 2.8 or lower, and wish to
upgrade to the latest version, please consult the file,
"UPGRADING-pre-2.8" in the Bugzilla root directory after untarring the
archive.</para>
</section>
<!-- Integrating Bugzilla with Third-Party Tools -->
&integration;
</chapter>
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sgml-parent-document:("Bugzilla-Guide.sgml" "book" "chapter")
sgml-shorttag:t
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