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Mozilla/mozilla/webtools/bugzilla/docs/xml/administration.xml
jocuri%softhome.net 3122ddc5fa Documentation patch: fix spelling for 'comprimise' and 'comprimised'.
git-svn-id: svn://10.0.0.236/branches/BUGZILLA-2_16-BRANCH@191488 18797224-902f-48f8-a5cc-f745e15eee43
2006-03-01 13:05:16 +00:00

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<!-- <!DOCTYPE chapter PUBLIC "-//OASIS//DTD DocBook V4.1//EN"> -->
<chapter id="administration">
<title>Administering Bugzilla</title>
<section id="parameters">
<title>Bugzilla Configuration</title>
<para>
Bugzilla is configured by changing various parameters, accessed
from the "Edit parameters" link in the page footer. Here are
some of the key parameters on that page. You should run down this
list and set them appropriately after installing Bugzilla.
</para>
<indexterm>
<primary>checklist</primary>
</indexterm>
<variablelist>
<varlistentry>
<term>
maintainer
</term>
<listitem>
<para>
The maintainer parameter is the email address of the person
responsible for maintaining this Bugzilla installation.
The address need not be that of a valid Bugzilla account.
</para>
</listitem>
</varlistentry>
<varlistentry>
<term>
urlbase
</term>
<listitem>
<para>
This parameter defines the fully qualified domain name and web
server path to your Bugzilla installation.
</para>
<para>
For example, if your Bugzilla query page is
<filename>http://www.foo.com/bugzilla/query.cgi</filename>,
set your <quote>urlbase</quote>
to <filename>http://www.foo.com/bugzilla/</filename>.
</para>
</listitem>
</varlistentry>
<varlistentry>
<term>
usebuggroups
</term>
<listitem>
<para>
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 <quote>usebuggroups</quote> to <quote>on</quote>
<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>
<para>
For more information see <xref linkend="groups"/>.
</para>
</listitem>
</varlistentry>
<varlistentry>
<term>
usebuggroupsentry
</term>
<listitem>
<para>
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>
</listitem>
</varlistentry>
<varlistentry>
<term>
shadowdb
</term>
<listitem>
<para>
You run into an interesting problem when Bugzilla reaches a
high level of continuous activity. MySQL supports only table-level
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> 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. Although your database size will
double, a shadow database can cause an enormous performance
improvement when implemented on extremely high-traffic Bugzilla
databases.
</para>
<para>
As a guide, on reasonably old hardware, 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. Set "shadowdb" to e.g. "bug_shadowdb" if you will be
running a *very* large installation of Bugzilla.
</para>
<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>
If you use the <quote>shadowdb</quote> option, it is only natural
that you should turn the <quote>queryagainstshadowdb</quote>
option on as well. Otherwise you are replicating data into a shadow
database for no reason!
</para>
</listitem>
</varlistentry>
<varlistentry>
<term>
shutdownhtml
</term>
<listitem>
<para>
If you need to shut down Bugzilla to perform administration, enter
some descriptive text (with embedded HTML codes, if you'd like)
into this box. Anyone who tries to use Bugzilla (including admins)
will receive a page displaying this text. Users can neither log in
nor log out while shutdownhtml is enabled.
</para>
<note>
<para>
Although regular log-in capability is disabled while 'shutdownhtml'
is enabled, safeguards are in place to protect the unfortunate
admin who loses connection to Bugzilla. Should this happen to you,
go directly to the <filename>editparams.cgi</filename> (by typing
the URL in manually, if necessary). Doing this will prompt you to
log in, and your name/password will be accepted here (but nowhere
else).
</para>
</note>
</listitem>
</varlistentry>
<varlistentry>
<term>
passwordmail
</term>
<listitem>
<para>
Every time a user creates an account, the text of
this parameter (with substitutions) is sent to the new user along with
their password message.
</para>
<para>
Add any text you wish to the "passwordmail" parameter box. For
instance, many people choose to use this box to give a quick training
blurb about how to use Bugzilla at your site.
</para>
</listitem>
</varlistentry>
<varlistentry>
<term>
movebugs
</term>
<listitem>
<para>
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>
</listitem>
</varlistentry>
<varlistentry>
<term>
useqacontact
</term>
<listitem>
<para>
This allows you to define an email address for each component,
in addition to that of the default owner, who will be sent
carbon copies of incoming bugs.
</para>
</listitem>
</varlistentry>
<varlistentry>
<term>
usestatuswhiteboard
</term>
<listitem>
<para>
This defines whether you wish to have a free-form, overwritable field
associated with each bug. The advantage of the Status Whiteboard is
that it can be deleted or modified with ease, and provides an
easily-searchable field for indexing some bugs that have some trait
in common.
</para>
</listitem>
</varlistentry>
<varlistentry>
<term>
whinedays
</term>
<listitem>
<para>
Set this to the number of days you want to let bugs go
in the NEW or REOPENED state before notifying people they have
untouched new bugs. If you do not plan to use this feature, simply do
not set up the whining cron job described in the installation
instructions, or set this value to "0" (never whine).
</para>
</listitem>
</varlistentry>
<varlistentry>
<term>
commenton*
</term>
<listitem>
<para>
All these fields allow you to dictate what changes can pass
without comment, and which must have a comment from the
person who changed them. Often, administrators will allow
users to add themselves to the CC list, accept bugs, or
change the Status Whiteboard without adding a comment as to
their reasons for the change, yet require that most other
changes come with an explanation.
</para>
<para>
Set the "commenton" options according to your site policy. It
is a wise idea to require comments when users resolve, reassign, or
reopen bugs at the very least.
</para>
<note>
<para>
It is generally far better to require a developer comment
when resolving bugs than not. Few things are more annoying to bug
database users than having a developer mark a bug "fixed" without
any comment as to what the fix was (or even that it was truly
fixed!)
</para>
</note>
</listitem>
</varlistentry>
<varlistentry>
<term>
supportwatchers
</term>
<listitem>
<para>
Turning on this option allows users to ask to receive copies
of bug mail sent to another user. Watching a user with
different group permissions is not a way to 'get around' the
system; copied emails are still subject to the normal groupset
permissions of a bug, and <quote>watchers</quote> will only be
copied on emails from bugs they would normally be allowed to view.
</para>
</listitem>
</varlistentry>
<varlistentry>
<term>
sendmailnow
</term>
<listitem>
<para>
When Bugzilla is using Sendmail older than 8.12, turning this option
off will improve performance by not waiting for Sendmail to actually
send mail. If Sendmail 8.12 or later is being used, there is
nothing to gain by turning this off. If another MTA is being used,
such as Postfix, then this option *must* be turned on (even if you
are using the fake sendmail executable that Postfix provides).
</para>
</listitem>
</varlistentry>
</variablelist>
</section>
<section id="useradmin">
<title>User Administration</title>
<section id="defaultuser">
<title>Creating the Default User</title>
<para>When you first run checksetup.pl after installing Bugzilla, it
will prompt you for the administrative username (email address) and
password for this "super user". If for some reason you delete
the "super user" account, re-running checksetup.pl will again prompt
you for this username and password.</para>
<tip>
<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=0x7fffffffffffffff where login_name =
"(user's login name)";
</command>
</member>
</simplelist>
</para>
<para>Yes, that is
<emphasis>fifteen</emphasis>
<quote>f</quote>
's. A whole lot of f-ing going on if you want to create a new
administator.</para>
</tip>
</section>
<section id="manageusers">
<title>Managing Other Users</title>
<section id="createnewusers">
<title>Creating new users</title>
<para>Your users can create their own user accounts by clicking the
"New Account" link at the bottom of each page (assuming they
aren't logged in as someone else already.) However, should you
desire to create user accounts ahead of time, here is how you do
it.</para>
<orderedlist>
<listitem>
<para>After logging in, click the "Users" link at the footer of
the query page, and then click "Add a new user".</para>
</listitem>
<listitem>
<para>Fill out the form presented. This page is self-explanatory.
When done, click "Submit".</para>
<note>
<para>Adding a user this way will
<emphasis>not</emphasis>
send an email informing them of their username and password.
While useful for creating dummy accounts (watchers which
shuttle mail to another system, for instance, or email
addresses which are a mailing list), in general it is
preferable to log out and use the
<quote>New Account</quote>
button to create users, as it will pre-populate all the
required fields and also notify the user of her account name
and password.</para>
</note>
</listitem>
</orderedlist>
</section>
<section id="modifyusers">
<title>Modifying Users</title>
<para>To see a specific user, search for their login name
in the box provided on the "Edit Users" page. To see all users,
leave the box blank.</para>
<para>You can search in different ways the listbox to the right
of the text entry box. You can match by
case-insensitive substring (the default),
regular expression, or a
<emphasis>reverse</emphasis>
regular expression match, which finds every user name which does NOT
match the regular expression. (Please see
the <command>man regexp</command>
manual page for details on regular expression syntax.)
</para>
<para>Once you have found your user, you can change the following
fields:</para>
<itemizedlist>
<listitem>
<para>
<emphasis>Login Name</emphasis>:
This is generally the user's full email address. However, if you
have are using the emailsuffix Param, this may just be the user's
login name. Note that users can now change their login names
themselves (to any valid email address.)
</para>
</listitem>
<listitem>
<para>
<emphasis>Real Name</emphasis>: The user's real name. Note that
Bugzilla does not require this to create an account.</para>
</listitem>
<listitem>
<para>
<emphasis>Password</emphasis>:
You can change the user's password here. Users can automatically
request a new password, so you shouldn't need to do this often.
If you want to disable an account, see Disable Text below.
</para>
</listitem>
<listitem>
<para>
<emphasis>Disable Text</emphasis>:
If you type anything in this box, including just a space, the
user is prevented from logging in, or making any changes to
bugs via the web interface.
The HTML you type in this box is presented to the user when
they attempt to perform these actions, and should explain
why the account was disabled.
</para>
<para>
Users with disabled accounts will continue to receive
mail from Bugzilla; furthermore, they will not be able
to log in themselves to change their own preferences and
stop it. If you want an account (disabled or active) to
stop receiving mail, add the account name (one account
per line) to the file <filename>data/nomail</filename>.
</para>
<note>
<para>
Even users whose accounts have been disabled can still
submit bugs via the e-mail gateway, if one exists.
The e-mail gateway should <emphasis>not</emphasis> be
enabled for secure installations of Bugzilla.
</para>
</note>
<warning>
<para>
Don't disable all the administrator accounts!
</para>
</warning>
</listitem>
<listitem>
<para>
<emphasis>&lt;groupname&gt;</emphasis>:
If you have created some groups, e.g. "securitysensitive", then
checkboxes will appear here to allow you to add users to, or
remove them from, these groups.
</para>
</listitem>
<listitem>
<para>
<emphasis>canconfirm</emphasis>:
This field is only used if you have enabled the "unconfirmed"
status. If you enable this for a user,
that user can then move bugs from "Unconfirmed" to a "Confirmed"
status (e.g.: "New" status).</para>
</listitem>
<listitem>
<para>
<emphasis>creategroups</emphasis>:
This option will allow a user to create and destroy groups in
Bugzilla.</para>
</listitem>
<listitem>
<para>
<emphasis>editbugs</emphasis>:
Unless a user has this bit set, they can only edit those bugs
for which they are the assignee or the reporter. Even if this
option is unchecked, users can still add comments to bugs.
</para>
</listitem>
<listitem>
<para>
<emphasis>editcomponents</emphasis>:
This flag allows a user to create new products and components,
as well as modify and destroy those that have no bugs associated
with them. If a product or component has bugs associated with it,
those bugs must be moved to a different product or component
before Bugzilla will allow them to be destroyed.
</para>
</listitem>
<listitem>
<para>
<emphasis>editkeywords</emphasis>:
If you use Bugzilla's keyword functionality, enabling this
feature allows a user to create and destroy keywords. As always,
the keywords for existing bugs containing the keyword the user
wishes to destroy must be changed before Bugzilla will allow it
to die.</para>
</listitem>
<listitem>
<para>
<emphasis>editusers</emphasis>:
This flag allows a user to do what you're doing right now: edit
other users. This will allow those with the right to do so to
remove administrator privileges from other users or grant them to
themselves. Enable with care.</para>
</listitem>
<listitem>
<para>
<emphasis>tweakparams</emphasis>:
This flag allows a user to change Bugzilla's Params
(using <filename>editparams.cgi</filename>.)</para>
</listitem>
<listitem>
<para>
<emphasis>&lt;productname&gt;</emphasis>:
This allows an administrator to specify the products in which
a user can see bugs. The user must still have the
"editbugs" privilege to edit bugs in these products.</para>
</listitem>
</itemizedlist>
</section>
</section>
</section>
<section id="programadmin">
<title>Product, Component, Milestone, and Version Administration</title>
<section id="products">
<title>Products</title>
<para>
<glossterm linkend="gloss-product" baseform="product">
Products</glossterm>
are the broadest category in Bugzilla, and tend to represent real-world
shipping products. E.g. if your company makes computer games,
you should have one product per game, perhaps a "Common" product for
units of technology used in multiple games, and maybe a few special
products (Website, Administration...)</para>
<para>Many of Bugzilla's settings are configurable on a per-product
basis. The number of "votes" available to users is set per-product,
as is the number of votes
required to move a bug automatically from the UNCONFIRMED status to the
NEW status.</para>
<para>To create a new product:</para>
<orderedlist>
<listitem>
<para>Select "products" from the footer</para>
</listitem>
<listitem>
<para>Select the "Add" link in the bottom right</para>
</listitem>
<listitem>
<para>Enter the name of the product and a description. The
Description field may contain HTML.</para>
</listitem>
</orderedlist>
<para>Don't worry about the "Closed for bug entry", "Maximum Votes
per person", "Maximum votes a person can put on a single bug",
"Number of votes a bug in this Product needs to automatically get out
of the UNCONFIRMED state", and "Version" options yet. We'll cover
those in a few moments.
</para>
</section>
<section id="components">
<title>Components</title>
<para>Components are subsections of a Product. E.g. the computer game
you are designing may have a "UI"
component, an "API" component, a "Sound System" component, and a
"Plugins" component, each overseen by a different programmer. It
often makes sense to divide Components in Bugzilla according to the
natural divisions of responsibility within your Product or
company.</para>
<para>
Each component has a owner and (if you turned it on in the parameters),
a QA Contact. The owner should be the primary person who fixes bugs in
that component. The QA Contact should be the person who will ensure
these bugs are completely fixed. The Owner, QA Contact, and Reporter
will get email when new bugs are created in this Component and when
these bugs change. Default Owner and Default QA Contact fields only
dictate the
<emphasis>default assignments</emphasis>;
these can be changed on bug submission, or at any later point in
a bug's life.</para>
<para>To create a new Component:</para>
<orderedlist>
<listitem>
<para>Select the "Edit components" link from the "Edit product"
page</para>
</listitem>
<listitem>
<para>Select the "Add" link in the bottom right.</para>
</listitem>
<listitem>
<para>Fill out the "Component" field, a short "Description",
the "Initial Owner" and "Initial QA Contact" (if enabled.)
The Component and Description fields may contain HTML;
the "Initial Owner" field must be a login name
already existing in the database.
</para>
</listitem>
</orderedlist>
</section>
<section id="versions">
<title>Versions</title>
<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 most recent version with
the bug.
</para>
<para>To create and edit Versions:</para>
<orderedlist>
<listitem>
<para>From the "Edit product" screen, select "Edit Versions"</para>
</listitem>
<listitem>
<para>You will notice that the product already has the default
version "undefined". Click the "Add" link in the bottom right.</para>
</listitem>
<listitem>
<para>Enter the name of the Version. This field takes text only.
Then click the "Add" button.</para>
</listitem>
</orderedlist>
</section>
<section id="milestones">
<title>Milestones</title>
<para>Milestones are "targets" that you plan to get a bug fixed by. For
example, you have a bug that you plan to fix for your 3.0 release, it
would be assigned the milestone of 3.0.</para>
<note>
<para>Milestone options will only appear for a Product if you turned
on the "usetargetmilestone" Param in the "Edit Parameters" screen.
</para>
</note>
<para>To create new Milestones, set Default Milestones, and set
Milestone URL:</para>
<orderedlist>
<listitem>
<para>Select "Edit milestones" from the "Edit product" page.</para>
</listitem>
<listitem>
<para>Select "Add" in the bottom right corner.
text</para>
</listitem>
<listitem>
<para>Enter the name of the Milestone in the "Milestone" field. You
can optionally set the "sortkey", which is a positive or negative
number (-255 to 255) that defines where in the list this particular
milestone appears. This is because milestones often do not
occur in alphanumeric order For example, "Future" might be
after "Release 1.2". Select "Add".</para>
</listitem>
<listitem>
<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>
<para>Voting allows users to be given a pot of votes which they can allocate
to bugs, to indicate that they'd like them fixed.
This allows developers to gauge
user need for a particular enhancement or bugfix. By allowing bugs with
a certain number of votes to automatically move from "UNCONFIRMED" to
"NEW", users of the bug system can help high-priority bugs garner
attention so they don't sit for a long time awaiting triage.</para>
<para>To modify Voting settings:</para>
<orderedlist>
<listitem>
<para>Navigate to the "Edit product" screen for the Product you
wish to modify</para>
</listitem>
<listitem>
<para><emphasis>Maximum Votes per person</emphasis>:
Setting this field to "0" disables voting.</para>
</listitem>
<listitem>
<para><emphasis>Maximum Votes a person can put on a single
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
any sense.</para>
</listitem>
<listitem>
<para><emphasis>Number of votes a bug in this product needs to
automatically get out of the UNCONFIRMED state</emphasis>:
Setting this field to "0" disables the automatic move of
bugs from UNCONFIRMED to NEW.
</para>
</listitem>
<listitem>
<para>Once you have adjusted the values to your preference, click
"Update".</para>
</listitem>
</orderedlist>
</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.
There are two types of group - Generic Groups, and Product-Based Groups.
</para>
<para>
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>
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>
<para>To create Generic Groups:</para>
<orderedlist>
<listitem>
<para>Select the "groups"
link in the footer.</para>
</listitem>
<listitem>
<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 "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 "Add".</para>
</listitem>
</orderedlist>
<para>To use Product-Based Groups:</para>
<orderedlist>
<listitem>
<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>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>
<note>
<para>
By default, bugs can also be seen by the Assignee, the Reporter, and
by everyone on the CC List, regardless of whether or not the bug would
typically be viewable by them. Visibility to the Reporter and CC List can
be overridden (on a per-bug basis) by bringing up the bug, finding the
section that starts with <quote>Users in the roles selected below...</quote>
and un-checking the box next to either 'Reporter' or 'CC List' (or both).
</para>
</note>
</section>
<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, please submit a bug to &bzg-bugs;.
</para>
</note>
<warning>
<para>This is not meant to be a comprehensive list of every possible
security issue regarding the tools mentioned in this section. There is
no subsitute for reading the information written by the authors of any
software running on your system.
</para>
</warning>
<section id="security-networking">
<title>TCP/IP Ports</title>
<!-- TODO: Make this make sense (TCP/IP) -->
<para>TCP/IP defines 65,000 some ports for trafic. Of those, Bugzilla
only needs 1... 2 if you need to use features that require e-mail such
as bug moving or the e-mail interface from contrib. You should audit
your server and make sure that you aren't listening on any ports you
don't need to be. You may also wish to use some kind of firewall
software to be sure that trafic can only be recieved on ports you
specify.
</para>
</section>
<section id="security-mysql">
<title>MySQL</title>
<para>MySQL ships by default with many settings that should be changed.
By defaults it allows anybody to connect from localhost without a
password and have full administrative capabilities. It also defaults to
not have a root password (this is <emphasis>not</emphasis> the same as
the system root). Also, many installations default to running
<application>mysqld</application> as the system root.
</para>
<orderedlist>
<listitem>
<para>Make sure you are running at least version 3.22.32 of MySQL
as earlier versions had notable security holes.
</para>
</listitem>
<listitem>
<para>Consult the documentation that came with your system for
information on making <application>mysqld</application> run as an
unprivileged user.
</para>
</listitem>
<listitem>
<para>You should also be sure to disable the anonymous user account
and set a password for the root user. This is accomplished using the
following commands:
</para>
<programlisting>
<prompt>bash$</prompt> mysql mysql
<prompt>mysql&gt;</prompt> DELETE FROM user WHERE user = '';
<prompt>mysql&gt;</prompt> UPDATE user SET password = password('<replaceable>new_password</replaceable>') WHERE user = 'root';
<prompt>mysql&gt;</prompt> FLUSH PRIVILEGES;
</programlisting>
<para>From this point forward you will need to use
<command>mysql -u root -p</command> and enter
<replaceable>new_password</replaceable> when prompted when using the
mysql client.
</para>
</listitem>
<listitem>
<para>If you run MySQL on the same machine as your httpd server, you
should consider disabling networking from within MySQL by adding
the following to your <filename>/etc/my.cnf</filename>:
</para>
<programlisting>
[myslqd]
# Prevent network access to MySQL.
skip-networking
</programlisting>
</listitem>
<listitem>
<para>You may also consider running MySQL, or even all of Bugzilla
in a chroot jail; however, instructions for doing that are beyond
the scope of this document.
</para>
</listitem>
</orderedlist>
</section>
<section id="security-daemon">
<title>Daemon Accounts</title>
<para>Many daemons, such as Apache's httpd and MySQL's mysqld default to
running as either <quote>root</quote> or <quote>nobody</quote>. Running
as <quote>root</quote> introduces obvious security problems, but the
problems introduced by running everything as <quote>nobody</quote> may
not be so obvious. Basically, if you're running every daemon as
<quote>nobody</quote> and one of them gets compromised, they all get
compromised. For this reason it is recommended that you create a user
account for each daemon.
</para>
<note>
<para>You will need to set the <varname>webservergroup</varname> to
the group you created for your webserver to run as in
<filename>localconfig</filename>. This will allow
<command>./checksetup.pl</command> to better adjust the file
permissions on your Bugzilla install so as to not require making
anything world-writable.
</para>
</note>
</section>
<section id="security-access">
<title>Web Server Access Controls</title>
<para>There are many files that are placed in the Bugzilla directory
area that should not be accessable from the web. Because of the way
Bugzilla is currently layed out, the list of what should and should
not be accessible is rather complicated. A new installation method
is currently in the works which should solve this by allowing files
that shouldn't be accessible from the web to be placed in directory
outside the webroot. See
<ulink url="http://bugzilla.mozilla.org/show_bug.cgi?id=44659">bug
44659</ulink> for more information.
</para>
<itemizedlist spacing="compact">
<listitem>
<para>In the main Bugzilla directory, you should:</para>
<itemizedlist spacing="compact">
<listitem>
<para>Block:
<simplelist type="inline">
<member><filename>*.pl</filename></member>
<member><filename>*localconfig*</filename></member>
<member><filename>runtests.sh</filename></member>
<member><filename>processmail</filename></member>
<member><filename>syncshadowdb</filename></member>
</simplelist>
</para>
</listitem>
<listitem>
<para>But allow:
<simplelist type="inline">
<member><filename>localconfig.js</filename></member>
<member><filename>localconfig.rdf</filename></member>
</simplelist>
</para>
</listitem>
</itemizedlist>
</listitem>
<listitem>
<para>In <filename class="directory">data</filename>:</para>
<itemizedlist spacing="compact">
<listitem>
<para>Block everything</para>
</listitem>
<listitem>
<para>But allow:
<simplelist type="inline">
<member><filename>duplicates.rdf</filename></member>
</simplelist>
</para>
</listitem>
</itemizedlist>
</listitem>
<listitem>
<para>In <filename class="directory">data/webdot</filename>:</para>
<itemizedlist spacing="compact">
<listitem>
<para>If you use a remote webdot server:</para>
<itemizedlist spacing="compact">
<listitem>
<para>Block everything</para>
</listitem>
<listitem>
<para>But allow
<simplelist type="inline">
<member><filename>*.dot</filename></member>
</simplelist>
only for the remote webdot server</para>
</listitem>
</itemizedlist>
</listitem>
<listitem>
<para>Otherwise, if you use a local GraphViz:</para>
<itemizedlist spacing="compact">
<listitem>
<para>Block everything</para>
</listitem>
<listitem>
<para>But allow:
<simplelist type="inline">
<member><filename>*.png</filename></member>
<member><filename>*.gif</filename></member>
<member><filename>*.jpg</filename></member>
<member><filename>*.map</filename></member>
</simplelist>
</para>
</listitem>
</itemizedlist>
</listitem>
<listitem>
<para>And if you don't use any dot:</para>
<itemizedlist spacing="compact">
<listitem>
<para>Block everything</para>
</listitem>
</itemizedlist>
</listitem>
</itemizedlist>
</listitem>
<listitem>
<para>In <filename class="directory">Bugzilla</filename>:</para>
<itemizedlist spacing="compact">
<listitem>
<para>Block everything</para>
</listitem>
</itemizedlist>
</listitem>
<listitem>
<para>In <filename class="directory">template</filename>:</para>
<itemizedlist spacing="compact">
<listitem>
<para>Block everything</para>
</listitem>
</itemizedlist>
</listitem>
</itemizedlist>
<tip>
<para>Bugzilla ships with the ability to generate
<filename>.htaccess</filename> files instructing Apache which files
should and should not be accessible.
</para>
</tip>
<para>You should test to make sure that the files mentioned above are
not accessible from the Internet, especially your
<filename>localconfig</filename> file which contains your database
password. To test, simply point your web browser at the file; for
example, to test mozilla.org's installation, we'd try to access
<ulink url="http://bugzilla.mozilla.org/localconfig"/>. You should
get a <errorcode>403</errorcode> <errorname>Forbidden</errorname>
error.
</para>
<caution>
<para>Not following the instructions in this section, including
testing, may result in sensitive information being globally
accessible.
</para>
</caution>
</section>
</section>
<section id="cust-templates">
<title>Template Customisation</title>
<para>
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>
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>
<section id="template-directory">
<title>Template Directory Structure</title>
<para>
The template directory structure starts with top level directory
named <filename>template</filename>, which contains a directory
for each installed localization. The next level defines the
language used in the templates. Bugzilla comes with English
templates, so the directory name is <filename>en</filename>,
and we will discuss <filename>template/en</filename> throughout
the documentation. Below <filename>template/en</filename> is the
<filename>default</filename> directory, which contains all the
standard templates shipped with Bugzilla.
</para>
<warning>
<para>
A directory <filename>data/templates</filename> also exists;
this is where Template Toolkit puts the compiled versions of
the templates from either the default or custom directories.
<emphasis>Do not</emphasis> directly edit the files in this
directory, or all your changes will be lost the next time
Template Toolkit recompiles the templates.
</para>
</warning>
</section>
<section id="template-method">
<title>Choosing a Customization Method</title>
<para>
If you want to edit Bugzilla's templates, the first decision
you must make is how you want to go about doing so. There are two
choices, and which you use depends mainly on the scope of your
modifications, and the method you plan to use to upgrade Bugzilla.
</para>
<para>
The first method of making customizations is to directly edit the
templates found in <filename>template/en/default</filename>.
This is probably the best way to go about it if you are going to
be upgrading Bugzilla through CVS, because if you then execute
a <command>cvs update</command>, any changes you have made will
be merged automagically with the updated versions.
</para>
<note>
<para>
If you use this method, and CVS conflicts occur during an
update, the conflicted templates (and possibly other parts
of your installation) will not work until they are resolved.
</para>
</note>
<para>
The second method is to copy the templates to be modified
into a mirrored directory structure under
<filename>template/en/custom</filename>. Templates in this
directory structure automatically override any identically-named
and identically-located templates in the
<filename>default</filename> directory.
</para>
<note>
<para>
The <filename>custom</filename> directory does not exist
at first and must be created if you want to use it.
</para>
</note>
<para>
The second method of customization should be used if you
use the overwriting method of upgrade, because otherwise
your changes will be lost. This method may also be 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>
<para>
Using this method, your installation may break if incompatible
changes are made to the template interface. Such changes should
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>
Regardless of which method you choose, it is recommended that
you run <command>./checksetup.pl</command> after creating or
editing any templates in the <filename>template/en/default</filename>
directory, and after editing any templates in the
<filename>custom</filename> directory.
</para>
</note>
<warning>
<para>
It is <emphasis>required</emphasis> that you run
<command>./checksetup.pl</command> after creating a new
template in the <filename>custom</filename> directory. Failure
to do so will raise an incomprehensible error message.
</para>
</warning>
</section>
<section id="template-edit">
<title>How To Edit Templates</title>
<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/docs/developer.html">Developers'
Guide</ulink>.
</para>
</note>
<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>.
</para>
<para>
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 forget, you may open up
your installation to cross-site scripting attacks.
</para>
<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>
<para>
Editing templates is a good way of doing a <quote>poor man's custom
fields</quote>. For example, if you don't use the Status Whiteboard,
but want to have a free-form text entry box for <quote>Build
Identifier</quote>, 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>
</section>
<section id="template-formats">
<title>Template Formats</title>
<para>
Some CGIs have the ability to use more than one template. For example,
<filename>buglist.cgi</filename> can output itself as RDF, or as two
formats of HTML (complex and simple). If you would like to
retrieve a certain format, you can use the &amp;format=&lt;format&gt;
(such as simple or complex) in the URL. (Try this out
by appending <filename>&amp;format=simple</filename> to a buglist.cgi
URL on your Bugzilla installation.) The mechanism that provides this
feature is extensible.
</para>
<para>
To see if a CGI supports multiple output formats, grep the
CGI for <quote>ValidateOutputFormat</quote>. If it's not present,
adding multiple format support isn't too hard; see how it's done in
other CGIs.
</para>
<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>
Write your template in whatever markup or text style is appropriate.
</para>
<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 your content type.
This tag will be part of the template filename.
</para>
<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>
<section>
<title>Particular Templates</title>
<para>
There are a few templates you may be particularly interested in
customising for your installation.
</para>
<para>
<command>index.html.tmpl</command>:
This is the Bugzilla front page.
</para>
<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>
<command>global/banner.html.tmpl</command>:
This contains the <quote>banner</quote>, 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>
<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>
<para>
<command>list/table.html.tmpl</command>:
This template controls the appearance of the bug lists created
by Bugzilla. Editing this template allows per-column control of
the width and title of a column, the maximum display length of
each entry, and the wrap behaviour of long entries.
For long bug lists, Bugzilla inserts a 'break' every 100 bugs by
default; this behaviour is also controlled by this template, and
that value can be modified here.
</para>
<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/process/midair.html.tmpl</command>:
This is the page used if two people submit simultaneous changes to the
same bug. The second person to submit their changes will get this page
to tell them what the first person did, and ask if they wish to
overwrite those changes or go back and revisit the bug. The default
title and header on this page read "Mid-air collision detected!" If
you work in the aviation industry, or other environment where this
might be found offensive (yes, we have true stories of this happening)
you'll want to change this to something more appropriate for your
environment.
</para>
<para>
<command>bug/create/create.html.tmpl</command> and
<command>bug/create/comment.txt.tmpl</command>:
You may not wish to go to the effort of creating custom fields in
Bugzilla, yet you want to make sure that each bug report contains
a number of pieces of important information for which there is not
a special field. The bug entry system has been designed in an
extensible fashion to enable you to add arbitrary HTML widgets,
such as drop-down lists or textboxes, to the bug entry page
and have their values appear formatted in the initial comment.
</para>
<para>
An example of this is the mozilla.org
<ulink url="http://landfill.bugzilla.org/bugzilla-tip/enter_bug.cgi?product=WorldControl&amp;format=guided">guided
bug submission form</ulink>. The code for this comes with the Bugzilla
distribution as an example for you to copy. It can be found in the
files
<filename>create-guided.html.tmpl</filename> and
<filename>comment-guided.html.tmpl</filename>.
</para>
<para>
So to use this feature, create a custom template for
<filename>enter_bug.cgi</filename>. The default template, on which
you could base it, is
<filename>custom/bug/create/create.html.tmpl</filename>.
Call it <filename>create-&lt;formatname&gt;.html.tmpl</filename>,
and 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>, and call it
<filename>comment-&lt;formatname&gt;.txt.tmpl</filename>. This
template should reference the form fields you have created using
the syntax <filename>[% form.&lt;fieldname&gt; %]</filename>. 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>
<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="upgrading">
<title>Upgrading to New Releases</title>
<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>
<itemizedlist>
<listitem>
<para>
If the new version is a revision or a new point release
</para>
</listitem>
<listitem>
<para>
How many local changes (if any) have been made
</para>
</listitem>
</itemizedlist>
<section id="upgrading-version-defns">
<title>Version Definitions</title>
<para>
Bugzilla displays the version you are using at the top of most
pages you load. It will look something like '2.16.7' or '2.18rc3'
or '2.19.1+'. The first number in this series is the Major Version.
This does not change very often (that is to say, almost never);
Bugzilla was 1.x.x when it was first created, and went to 2.x.x
when it was re-written in perl in Sept 1998. If/When the major version
is changed to 3.x.x, it will signify a significant structural change
and will be accompanied by much fanfare and many instructions on
how to upgrade, including a revision to this page. :)
</para>
<para>
The second number in the version is called the 'minor number', and
a release that changes the minor number is called a 'point release'.
An even number in this position (2.14, 2.16, 2.18, 2.20, etc.)
represents a stable version, while an odd number (2.17, 2.19, etc.)
represents a development version. In the past, stable point releases
were feature-based, coming when certain enhancements had been
completed, or the Bugzilla development team felt that enough
progress had been made overall. As of version 2.18, however,
Bugzilla has moved to a time-based release schedule; current plans
are to create a stable point release every 6 months or so after
2.18 is deployed.
</para>
<para>
The third number in the Bugzilla version represents a bugfix version.
Bugfix Revisions are normally released only to address security
vulnerabilities; in the future, it is likely that the Bugzilla
development team will back-port bugfixes in a new point release to
the old point release for a limited period. Once enough of these
bugfixes have accumulated (or a new security vulnerability is
identified and closed), a bugfix release will be made. As an
example, 2.16.6 was a bugfix release, and improved on 2.16.5.
</para>
<note>
<para>
When reading version numbers, everything separated by a point ('.')
should be read as a single number. It is <emphasis>not</emphasis>
the same as decimal. 2.14 is newer than 2.8 because minor version
14 is greater than minor version 8. 2.24.11 would be newer than
2.24.9 (because bugfix 11 is greater than bugfix 9. This is
confusing to some people who aren't used to dealing with software.
</para>
</note>
</section>
<section id="upgrading-methods">
<title>Upgrading - Methods and Procedure</title>
<para>
There are three different ways to upgrade your installation.
</para>
<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>
Each of these options has its own pros and cons; the one that's
right for you depends on how long it has been since you last
installed, the degree to which you have customized your installation,
and/or your network configuration. (Some discussion of the various
methods of updating compared with degree and methods of local
customization can be found in <xref linkend="template-method"/>.)
</para>
<para>
The larger the jump you are trying to make, the more difficult it
is going to be to upgrade if you have made local customizations.
Upgrading from 2.18 to 2.18.1 should be fairly painless even if
you are heavily customized, but going from 2.14 to 2.18 is going
to mean a fair bit of work re-writing your local changes to use
the new files, logic, templates, etc. If you have done no local
changes at all, however, then upgrading should be approximately
the same amount of work regardless of how long it has been since
your version was released.
</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>
</warning>
<para>
The examples in the following sections are written as though the
user were updating to version 2.18.1, but the procedures are the
same regardless of whether one is updating to a new point release
or simply trying to obtain a new bugfix release. Also, in the
examples the user's Bugzilla installation is found at
<filename>/var/www/html/bugzilla</filename>. If that is not the
same as the location of your Bugzilla installation, simply
substitute the proper paths where appropriate.
</para>
<section id="upgrade-cvs">
<title>Upgrading using CVS</title>
<para>
Every release of Bugzilla, whether it is a point release or a bugfix,
is tagged in CVS. Also, every tarball that has been distributed since
version 2.12 has been created in such a way that it can be used with
CVS once it is unpacked. Doing so, however, requires that you are able
to access cvs-mirror.mozilla.org on port 2401, which may not be an
option or a possibility for some users, especially those behind a
highly restrictive firewall.
</para>
<tip>
<para>
If you can, updating using CVS is probably the most painless
method, especially if you have a lot of local changes.
</para>
</tip>
<para>
The following shows the sequence of commands needed to update a
Bugzilla installation via CVS, and a typical series of results.
</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: <emphasis>('anonymous', or just leave it blank)</emphasis>
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
<emphasis>(etc.)</emphasis>
</programlisting>
<caution>
<para>
If a line in the output from <command>cvs update</command> begins
with a <computeroutput>C</computeroutput>, then 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.
</para>
</caution>
</section>
<section 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 obtain the latest tarball from the <ulink
url="http://www.bugzilla.org/download/">Download Page</ulink> and
create a new Bugzilla installation from that.
</para>
<para>
This sequence of commands shows how to get the tarball from the
command-line; it is also possible to download it from the site
directly in a web browser. If you go that route, save the file
to the <filename class="directory">/var/www/html</filename>
directory (or its equivalent, if you use something else) and
omit the first three lines of the example.
</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>
</programlisting>
<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.
</para>
</warning>
<para>
This upgrade method will give you a clean install of Bugzilla with the
same version as the tarball. That's fine if you don't have any local
customizations that you want to maintain, but if you do then you will
need to reapply them by hand to the appropriate files.
</para>
<para>
It's worth noting that since 2.12, the Bugzilla tarballs come
CVS-ready, so if you decide at a later date that you'd rather use
CVS as an upgrade method, your code will already be set up for it.
</para>
</section>
<section id="upgrade-patches">
<title>Upgrading using patches</title>
<para>
If you are doing a bugfix upgrade -- that is, one where only the
last number of the revision changes, such as from 2.16.6 to 2.16.7
-- then you have the option of obtaining and applying a patch file
from the <ulink
url="http://www.bugzilla.org/download/">Download Page</ulink>.
This file is made available by the <ulink
url="http://www.bugzilla.org/developers/profiles.html">Bugzilla
Development Team</ulink>, and is a collection of all the bug fixes
and security patches that have been made since the last bugfix
release. If you are planning to upgrade via patches, it is safer
to grab this developer-made patch file than to read the patch
notes and apply all (or even just some of) the patches oneself,
as sometimes patches on bugs get changed before they get checked in.
</para>
<para>
As above, this example starts with obtaining the file via the
command line. If you have already downloaded it, you can omit the
first two commands.
</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
<emphasis>(etc.)</emphasis>
</programlisting>
<warning>
<para>
Be aware that upgrading from a patch file does not change the
entries in your <filename class="directory">CVS</filename> directory.
This could make it more difficult to upgrade using CVS
(<xref linkend="upgrade-cvs"/>) in the future.
</para>
</warning>
</section>
</section>
<section id="upgrading-completion">
<title>Completing Your Upgrade</title>
<para>
Regardless of which upgrade method you choose, you will need to
run <command>./checksetup.pl</command> before your Bugzilla
upgrade will be complete.
</para>
<programlisting>
bash$ <command>cd bugzilla</command>
bash$ <command>./checksetup.pl</command>
</programlisting>
<warning>
<para>
The period at the beginning of the command
<command>./checksetup.pl</command> is important and can not
be omitted.
</para>
</warning>
<para>
If you have done a lot of local modifications, it wouldn't hurt
to run the Bugzilla Testing suite. This is not a required step,
but it isn't going to hurt anything, and might help point out
some areas that could be improved. (More information on the
test suite can be had by following this link to the appropriate
section in the <ulink
url="http://www.bugzilla.org/docs/developer.html#testsuite">Developers'
Guide</ulink>.)
</para>
</section>
</section>
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&integration;
</chapter>
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