administering/parameters
administering/preferences
administering/users
- administering/products
- administering/versions-and-milestones
+ administering/categorization
administering/flags
administering/fields
administering/workflow
administering/keywords
administering/whining
administering/extensions
-
-.. _parameters:
-
-Bugzilla Configuration
-######################
-
-Bugzilla is configured by changing various parameters, accessed
-from the "Parameters" link in the Administration page (the
-Administration page can be found by clicking the "Administration"
-link in the footer). The parameters are divided into several categories,
-accessed via the menu on the left. Following is a description of the
-different categories and important parameters within those categories.
-
-.. _param-requiredsettings:
-
-Required Settings
-=================
-
-The core required parameters for any Bugzilla installation are set
-here. These parameters must be set before a new Bugzilla installation
-can be used. Administrators should review this list before
-deploying a new Bugzilla installation.
-
-maintainer
- Email address of the person
- responsible for maintaining this Bugzilla installation.
- The address need not be that of a valid Bugzilla account.
-
-urlbase
- Defines the fully qualified domain name and web
- server path to this Bugzilla installation.
- For example, if the Bugzilla query page is
- :file:`http://www.foo.com/bugzilla/query.cgi`,
- the ``urlbase`` should be set
- to :file:`http://www.foo.com/bugzilla/`.
-
-docs_urlbase
- Defines path to the Bugzilla documentation. This can be a fully
- qualified domain name, or a path relative to "urlbase".
- For example, if the "Bugzilla Configuration" page
- of the documentation is
- :file:`http://www.foo.com/bugzilla/docs/html/parameters.html`,
- set the ``docs_urlbase``
- to :file:`http://www.foo.com/bugzilla/docs/html/`.
-
-sslbase
- Defines the fully qualified domain name and web
- server path for HTTPS (SSL) connections to this Bugzilla installation.
- For example, if the Bugzilla main page is
- :file:`https://www.foo.com/bugzilla/index.cgi`,
- the ``sslbase`` should be set
- to :file:`https://www.foo.com/bugzilla/`.
-
-ssl_redirect
- If enabled, Bugzilla will force HTTPS (SSL) connections, by
- automatically redirecting any users who try to use a non-SSL
- connection.
-
-cookiedomain
- Defines the domain for Bugzilla cookies. This is typically left blank.
- If there are multiple hostnames that point to the same webserver, which
- require the same cookie, then this parameter can be utilized. For
- example, If your website is at
- :file:`https://www.foo.com/`, setting this to
- :file:`.foo.com/` will also allow
- :file:`bar.foo.com/` to access Bugzilla cookies.
-
-cookiepath
- Defines a path, relative to the web server root, that Bugzilla
- cookies will be restricted to. For example, if the
- :command:`urlbase` is set to
- :file:`http://www.foo.com/bugzilla/`, the
- :command:`cookiepath` should be set to
- :file:`/bugzilla/`. Setting it to "/" will allow all sites
- served by this web server or virtual host to read Bugzilla cookies.
-
-utf8
- Determines whether to use UTF-8 (Unicode) encoding for all text in
- Bugzilla. New installations should set this to true to avoid character
- encoding problems. Existing databases should set this to true only
- after the data has been converted from existing legacy character
- encoding to UTF-8, using the
- :file:`contrib/recode.pl` script.
-
- .. note:: If you turn this parameter from "off" to "on", you must
- re-run :file:`checksetup.pl` immediately afterward.
-
-shutdownhtml
- If there is any text in this field, this Bugzilla installation will
- be completely disabled and this text will appear instead of all
- Bugzilla pages for all users, including Admins. Used in the event
- of site maintenance or outage situations.
-
- .. note:: Although regular log-in capability is disabled
- while :command:`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 :file:`editparams.cgi` (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).
-
-announcehtml
- Any text in this field will be displayed at the top of every HTML
- page in this Bugzilla installation. The text is not wrapped in any
- tags. For best results, wrap the text in a ``<div>``
- tag. Any style attributes from the CSS can be applied. For example,
- to make the text green inside of a red box, add ``id=message``
- to the ``<div>`` tag.
-
-proxy_url
- If this Bugzilla installation is behind a proxy, enter the proxy
- information here to enable Bugzilla to access the Internet. Bugzilla
- requires Internet access to utilize the
- :command:`upgrade_notification` parameter (below). If the
- proxy requires authentication, use the syntax:
- :file:`http://user:pass@proxy_url/`.
-
-upgrade_notification
- Enable or disable a notification on the homepage of this Bugzilla
- installation when a newer version of Bugzilla is available. This
- notification is only visible to administrators. Choose "disabled",
- to turn off the notification. Otherwise, choose which version of
- Bugzilla you want to be notified about: "development_snapshot" is the
- latest release on the trunk; "latest_stable_release" is the most
- recent release available on the most recent stable branch;
- "stable_branch_release" the most recent release on the branch
- this installation is based on.
-
-.. _param-admin-policies:
-
-Administrative Policies
-=======================
-
-This page contains parameters for basic administrative functions.
-Options include whether to allow the deletion of bugs and users,
-and whether to allow users to change their email address.
-
-.. _param-user-authentication:
-
-User Authentication
-===================
-
-This page contains the settings that control how this Bugzilla
-installation will do its authentication. Choose what authentication
-mechanism to use (the Bugzilla database, or an external source such
-as LDAP), and set basic behavioral parameters. For example, choose
-whether to require users to login to browse bugs, the management
-of authentication cookies, and the regular expression used to
-validate email addresses. Some parameters are highlighted below.
-
-emailregexp
- Defines the regular expression used to validate email addresses
- used for login names. The default attempts to match fully
- qualified email addresses (i.e. 'user@example.com') in a slightly
- more restrictive way than what is allowed in RFC 2822.
- Some Bugzilla installations allow only local user names (i.e 'user'
- instead of 'user@example.com'). In that case, this parameter
- should be used to define the email domain.
-
-emailsuffix
- This string is appended to login names when actually sending
- email to a user. For example,
- If :command:`emailregexp` has been set to allow
- local usernames,
- then this parameter would contain the email domain for all users
- (i.e. '@example.com').
-
-.. _param-attachments:
-
-Attachments
-===========
-
-This page allows for setting restrictions and other parameters
-regarding attachments to bugs. For example, control size limitations
-and whether to allow pointing to external files via a URI.
-
-.. _param-bug-change-policies:
-
-Bug Change Policies
-===================
-
-Set policy on default behavior for bug change events. For example,
-choose which status to set a bug to when it is marked as a duplicate,
-and choose whether to allow bug reporters to set the priority or
-target milestone. Also allows for configuration of what changes
-should require the user to make a comment, described below.
-
-commenton*
- 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.
- 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.
-
- .. note:: 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!)
-
-noresolveonopenblockers
- This option will prevent users from resolving bugs as FIXED if
- they have unresolved dependencies. Only the FIXED resolution
- is affected. Users will be still able to resolve bugs to
- resolutions other than FIXED if they have unresolved dependent
- bugs.
-
-.. _param-bugfields:
-
-Bug Fields
-==========
-
-The parameters in this section determine the default settings of
-several Bugzilla fields for new bugs, and also control whether
-certain fields are used. For example, choose whether to use the
-"target milestone" field or the "status whiteboard" field.
-
-useqacontact
- This allows you to define an email address for each component,
- in addition to that of the default assignee, who will be sent
- carbon copies of incoming bugs.
-
-usestatuswhiteboard
- 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.
-
-.. _param-bugmoving:
-
-Bug Moving
-==========
-
-This page controls whether this Bugzilla installation allows certain
-users to move bugs to an external database. If bug moving is enabled,
-there are a number of parameters that control bug moving behaviors.
-For example, choose which users are allowed to move bugs, the location
-of the external database, and the default product and component that
-bugs moved *from* other bug databases to this
-Bugzilla installation are assigned to.
-
-.. _param-dependency-graphs:
-
-Dependency Graphs
-=================
-
-This page has one parameter that sets the location of a Web Dot
-server, or of the Web Dot binary on the local system, that is used
-to generate dependency graphs. Web Dot is a CGI program that creates
-images from :file:`.dot` graphic description files. If
-no Web Dot server or binary is specified, then dependency graphs will
-be disabled.
-
-.. _param-group-security:
-
-Group Security
-==============
-
-Bugzilla allows for the creation of different groups, with the
-ability to restrict the visibility of bugs in a group to a set of
-specific users. Specific products can also be associated with
-groups, and users restricted to only see products in their groups.
-Several parameters are described in more detail below. Most of the
-configuration of groups and their relationship to products is done
-on the "Groups" and "Product" pages of the "Administration" area.
-The options on this page control global default behavior.
-For more information on Groups and Group Security, see
-:ref:`groups`
-
-makeproductgroups
- Determines whether or not to automatically create groups
- when new products are created. If this is on, the groups will be
- used for querying bugs.
-
-usevisibilitygroups
- If selected, user visibility will be restricted to members of
- groups, as selected in the group configuration settings.
- Each user-defined group can be allowed to see members of selected
- other groups.
- For details on configuring groups (including the visibility
- restrictions) see :ref:`edit-groups`.
-
-querysharegroup
- The name of the group of users who are allowed to share saved
- searches with one another. For more information on using
- saved searches, see :ref:`savedsearches`.
-
-.. _bzldap:
-
-LDAP Authentication
-===================
-
-LDAP authentication is a module for Bugzilla's plugin
-authentication architecture. This page contains all the parameters
-necessary to configure Bugzilla for use with LDAP authentication.
-
-The existing authentication
-scheme for Bugzilla uses email addresses as the primary user ID, and a
-password to authenticate that user. All places within Bugzilla that
-require a user ID (e.g assigning a bug) use the email
-address. The LDAP authentication builds on top of this scheme, rather
-than replacing it. The initial log-in is done with a username and
-password for the LDAP directory. Bugzilla tries to bind to LDAP using
-those credentials and, if successful, tries to map this account to a
-Bugzilla account. If an LDAP mail attribute is defined, the value of this
-attribute is used, otherwise the "emailsuffix" parameter is appended to LDAP
-username to form a full email address. If an account for this address
-already exists in the Bugzilla installation, it will log in to that account.
-If no account for that email address exists, one is created at the time
-of login. (In this case, Bugzilla will attempt to use the "displayName"
-or "cn" attribute to determine the user's full name.) After
-authentication, all other user-related tasks are still handled by email
-address, not LDAP username. For example, bugs are still assigned by
-email address and users are still queried by email address.
-
-.. warning:: Because the Bugzilla account is not created until the first time
- a user logs in, a user who has not yet logged is unknown to Bugzilla.
- This means they cannot be used as an assignee or QA contact (default or
- otherwise), added to any CC list, or any other such operation. One
- possible workaround is the :file:`bugzilla_ldapsync.rb`
- script in the :file:`contrib`
- directory. Another possible solution is fixing
- `bug
- 201069 <https://bugzilla.mozilla.org/show_bug.cgi?id=201069>`_.
-
-Parameters required to use LDAP Authentication:
-
-user_verify_class
- If you want to list ``LDAP`` here,
- make sure to have set up the other parameters listed below.
- Unless you have other (working) authentication methods listed as
- well, you may otherwise not be able to log back in to Bugzilla once
- you log out.
- If this happens to you, you will need to manually edit
- :file:`data/params` and set user_verify_class to
- ``DB``.
-
-LDAPserver
- This parameter should be set to the name (and optionally the
- port) of your LDAP server. If no port is specified, it assumes
- the default LDAP port of 389.
- For example: ``ldap.company.com``
- or ``ldap.company.com:3268``
- You can also specify a LDAP URI, so as to use other
- protocols, such as LDAPS or LDAPI. If port was not specified in
- the URI, the default is either 389 or 636 for 'LDAP' and 'LDAPS'
- schemes respectively.
-
- .. note:: In order to use SSL with LDAP, specify a URI with "ldaps://".
- This will force the use of SSL over port 636.
- For example, normal LDAP:
- ``ldap://ldap.company.com``, LDAP over SSL:
- ``ldaps://ldap.company.com`` or LDAP over a UNIX
- domain socket ``ldapi://%2fvar%2flib%2fldap_sock``.
-
-LDAPbinddn \[Optional]
- Some LDAP servers will not allow an anonymous bind to search
- the directory. If this is the case with your configuration you
- should set the LDAPbinddn parameter to the user account Bugzilla
- should use instead of the anonymous bind.
- Ex. ``cn=default,cn=user:password``
-
-LDAPBaseDN
- The LDAPBaseDN parameter should be set to the location in
- your LDAP tree that you would like to search for email addresses.
- Your uids should be unique under the DN specified here.
- Ex. ``ou=People,o=Company``
-
-LDAPuidattribute
- The LDAPuidattribute parameter should be set to the attribute
- which contains the unique UID of your users. The value retrieved
- from this attribute will be used when attempting to bind as the
- user to confirm their password.
- Ex. ``uid``
-
-LDAPmailattribute
- The LDAPmailattribute parameter should be the name of the
- attribute which contains the email address your users will enter
- into the Bugzilla login boxes.
- Ex. ``mail``
-
-.. _bzradius:
-
-RADIUS Authentication
-=====================
-
-RADIUS authentication is a module for Bugzilla's plugin
-authentication architecture. This page contains all the parameters
-necessary for configuring Bugzilla to use RADIUS authentication.
-
-.. note:: Most caveats that apply to LDAP authentication apply to RADIUS
- authentication as well. See :ref:`bzldap` for details.
-
-Parameters required to use RADIUS Authentication:
-
-user_verify_class
- If you want to list ``RADIUS`` here,
- make sure to have set up the other parameters listed below.
- Unless you have other (working) authentication methods listed as
- well, you may otherwise not be able to log back in to Bugzilla once
- you log out.
- If this happens to you, you will need to manually edit
- :file:`data/params` and set user_verify_class to
- ``DB``.
-
-RADIUS_server
- This parameter should be set to the name (and optionally the
- port) of your RADIUS server.
-
-RADIUS_secret
- This parameter should be set to the RADIUS server's secret.
-
-RADIUS_email_suffix
- Bugzilla needs an e-mail address for each user account.
- Therefore, it needs to determine the e-mail address corresponding
- to a RADIUS user.
- Bugzilla offers only a simple way to do this: it can concatenate
- a suffix to the RADIUS user name to convert it into an e-mail
- address.
- You can specify this suffix in the RADIUS_email_suffix parameter.
- If this simple solution does not work for you, you'll
- probably need to modify
- :file:`Bugzilla/Auth/Verify/RADIUS.pm` to match your
- requirements.
-
-.. _param-email:
-
-Email
-=====
-
-This page contains all of the parameters for configuring how
-Bugzilla deals with the email notifications it sends. See below
-for a summary of important options.
-
-mail_delivery_method
- This is used to specify how email is sent, or if it is sent at
- all. There are several options included for different MTAs,
- along with two additional options that disable email sending.
- "Test" does not send mail, but instead saves it in
- :file:`data/mailer.testfile` for later review.
- "None" disables email sending entirely.
-
-mailfrom
- This is the email address that will appear in the "From" field
- of all emails sent by this Bugzilla installation. Some email
- servers require mail to be from a valid email address, therefore
- it is recommended to choose a valid email address here.
-
-smtpserver
- This is the SMTP server address, if the ``mail_delivery_method``
- parameter is set to SMTP. Use "localhost" if you have a local MTA
- running, otherwise use a remote SMTP server. Append ":" and the port
- number, if a non-default port is needed.
-
-smtp_username
- Username to use for SASL authentication to the SMTP server. Leave
- this parameter empty if your server does not require authentication.
-
-smtp_password
- Password to use for SASL authentication to the SMTP server. This
- parameter will be ignored if the ``smtp_username``
- parameter is left empty.
-
-smtp_ssl
- Enable SSL support for connection to the SMTP server.
-
-smtp_debug
- This parameter allows you to enable detailed debugging output.
- Log messages are printed the web server's error log.
-
-whinedays
- Set this to the number of days you want to let bugs go
- in the CONFIRMED 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).
-
-globalwatcher
- This allows you to define specific users who will
- receive notification each time a new bug in entered, or when
- an existing bug changes, according to the normal groupset
- permissions. It may be useful for sending notifications to a
- mailing-list, for instance.
-
-.. _param-patchviewer:
-
-Patch Viewer
-============
-
-This page contains configuration parameters for the CVS server,
-Bonsai server and LXR server that Bugzilla will use to enable the
-features of the Patch Viewer. Bonsai is a tool that enables queries
-to a CVS tree. LXR is a tool that can cross reference and index source
-code.
-
-.. _param-querydefaults:
-
-Query Defaults
-==============
-
-This page controls the default behavior of Bugzilla in regards to
-several aspects of querying bugs. Options include what the default
-query options are, what the "My Bugs" page returns, whether users
-can freely add bugs to the quip list, and how many duplicate bugs are
-needed to add a bug to the "most frequently reported" list.
-
-.. _param-shadowdatabase:
-
-Shadow Database
-===============
-
-This page controls whether a shadow database is used, and all the
-parameters associated with the shadow database. Versions of Bugzilla
-prior to 3.2 used the MyISAM table type, which supports
-only table-level write locking. With MyISAM, any time someone is making a change to
-a bug, the entire table is locked until the write operation is complete.
-Locking for write also blocks reads until the write is complete.
-
-The ``shadowdb`` 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.
-
-.. note:: As of version 3.2, Bugzilla no longer uses the MyISAM table type.
- Instead, InnoDB is used, which can do transaction-based locking.
- Therefore, the limitations the Shadow Database feature was designed
- to workaround no longer exist.
-
-.. _admin-usermatching:
-
-User Matching
-=============
-
-The settings on this page control how users are selected and queried
-when adding a user to a bug. For example, users need to be selected
-when choosing who the bug is assigned to, adding to the CC list or
-selecting a QA contact. With the "usemenuforusers" parameter, it is
-possible to configure Bugzilla to
-display a list of users in the fields instead of an empty text field.
-This should only be used in Bugzilla installations with a small number
-of users. If users are selected via a text box, this page also
-contains parameters for how user names can be queried and matched
-when entered.
-
-Another setting called 'ajax_user_autocompletion' enables certain
-user fields to display a list of matched user names as a drop down after typing
-a few characters. Note that it is recommended to use mod_perl when
-enabling 'ajax_user_autocompletion'.
-
-.. _useradmin:
-
-User Administration
-###################
-
-.. _defaultuser:
-
-Creating the Default User
-=========================
-
-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.
-
-.. note:: If you wish to add more administrative users, add them to
- the "admin" group and, optionally, edit the tweakparams, editusers,
- creategroups, editcomponents, and editkeywords groups to add the
- entire admin group to those groups (which is the case by default).
-
-.. _manageusers:
-
-Managing Other Users
-====================
-
-.. _user-account-search:
-
-Searching for existing users
-----------------------------
-
-If you have ``editusers`` privileges or if you are allowed
-to grant privileges for some groups, the ``Users`` link
-will appear in the Administration page.
-
-The first screen is a search form to search for existing user
-accounts. You can run searches based either on the user ID, real
-name or login name (i.e. the email address, or just the first part
-of the email address if the "emailsuffix" parameter is set).
-The search can be conducted
-in different ways using the listbox to the right of the text entry
-box. You can match by case-insensitive substring (the default),
-regular expression, a *reverse* regular expression
-match (which finds every user name which does NOT match the regular
-expression), or the exact string if you know exactly who you are
-looking for. The search can be restricted to users who are in a
-specific group. By default, the restriction is turned off.
-
-The search returns a list of
-users matching your criteria. User properties can be edited by clicking
-the login name. The Account History of a user can be viewed by clicking
-the "View" link in the Account History column. The Account History
-displays changes that have been made to the user account, the time of
-the change and the user who made the change. For example, the Account
-History page will display details of when a user was added or removed
-from a group.
-
-.. _createnewusers:
-
-Creating new users
-------------------
-
-.. _self-registration:
-
-Self-registration
-~~~~~~~~~~~~~~~~~
-
-By default, 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). If you want to disable
-this self-registration, or if you want to restrict who can create his
-own user account, you have to edit the ``createemailregexp``
-parameter in the ``Configuration`` page, see
-:ref:`parameters`.
-
-.. _user-account-creation:
-
-Accounts created by an administrator
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-Users with ``editusers`` privileges, such as administrators,
-can create user accounts for other users:
-
-#. After logging in, click the "Users" link at the footer of
- the query page, and then click "Add a new user".
-
-#. Fill out the form presented. This page is self-explanatory.
- When done, click "Submit".
-
- .. note:: Adding a user this way will *not*
- 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 ``New Account``
- button to create users, as it will pre-populate all the
- required fields and also notify the user of her account name
- and password.
-
-.. _modifyusers:
-
-Modifying Users
----------------
-
-Once you have found your user, you can change the following
-fields:
-
-- *Login Name*:
- This is generally the user's full email address. However, if you
- have are using the ``emailsuffix`` parameter, this may
- just be the user's login name. Note that users can now change their
- login names themselves (to any valid email address).
-
-- *Real Name*: The user's real name. Note that
- Bugzilla does not require this to create an account.
-
-- *Password*:
- 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.
-
-- *Bugmail Disabled*:
- Mark this checkbox to disable bugmail and whinemail completely
- for this account. This checkbox replaces the data/nomail file
- which existed in older versions of Bugzilla.
-
-- *Disable Text*:
- 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.
- 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, simply check the
- ``Bugmail Disabled`` checkbox above.
-
- .. note:: Even users whose accounts have been disabled can still
- submit bugs via the e-mail gateway, if one exists.
- The e-mail gateway should *not* be
- enabled for secure installations of Bugzilla.
-
- .. warning:: Don't disable all the administrator accounts!
-
-- *<groupname>*:
- 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. The first checkbox gives the
- user the ability to add and remove other users as members of
- this group. The second checkbox adds the user himself as a member
- of the group.
-
-- *canconfirm*:
- 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).
-
-- *creategroups*:
- This option will allow a user to create and destroy groups in
- Bugzilla.
-
-- *editbugs*:
- 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.
-
-- *editcomponents*:
- 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.
-
-- *editkeywords*:
- 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.
-
-- *editusers*:
- 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.
-
-- *tweakparams*:
- This flag allows a user to change Bugzilla's Params
- (using :file:`editparams.cgi`.)
-
-- *<productname>*:
- This allows an administrator to specify the products
- in which a user can see bugs. If you turn on the
- ``makeproductgroups`` parameter in
- the Group Security Panel in the Parameters page,
- then Bugzilla creates one group per product (at the time you create
- the product), and this group has exactly the same name as the
- product itself. Note that for products that already exist when
- the parameter is turned on, the corresponding group will not be
- created. The user must still have the ``editbugs``
- privilege to edit bugs in these products.
-
-.. _user-account-deletion:
-
-Deleting Users
---------------
-
-If the ``allowuserdeletion`` parameter is turned on, see
-:ref:`parameters`, then you can also delete user accounts.
-Note that this is most of the time not the best thing to do. If only
-a warning in a yellow box is displayed, then the deletion is safe.
-If a warning is also displayed in a red box, then you should NOT try
-to delete the user account, else you will get referential integrity
-problems in your database, which can lead to unexpected behavior,
-such as bugs not appearing in bug lists anymore, or data displaying
-incorrectly. You have been warned!
-
-.. _impersonatingusers:
-
-Impersonating Users
--------------------
-
-There may be times when an administrator would like to do something as
-another user. The :command:`sudo` feature may be used to do
-this.
-
-.. note:: To use the sudo feature, you must be in the
- *bz_sudoers* group. By default, all
- administrators are in this group.
-
-If you have access to this feature, you may start a session by
-going to the Edit Users page, Searching for a user and clicking on
-their login. You should see a link below their login name titled
-"Impersonate this user". Click on the link. This will take you
-to a page where you will see a description of the feature and
-instructions for using it. After reading the text, simply
-enter the login of the user you would like to impersonate, provide
-a short message explaining why you are doing this, and press the
-button.
-
-As long as you are using this feature, everything you do will be done
-as if you were logged in as the user you are impersonating.
-
-.. warning:: The user you are impersonating will not be told about what you are
- doing. If you do anything that results in mail being sent, that
- mail will appear to be from the user you are impersonating. You
- should be extremely careful while using this feature.
-
-.. _classifications:
-
-Classifications
-###############
-
-Classifications tend to be used in order to group several related
-products into one distinct entity.
-
-The classifications layer is disabled by default; it can be turned
-on or off using the useclassification parameter,
-in the *Bug Fields* section of the edit parameters screen.
-
-Access to the administration of classifications is controlled using
-the *editclassifications* system group, which defines
-a privilege for creating, destroying, and editing classifications.
-
-When activated, classifications will introduce an additional
-step when filling bugs (dedicated to classification selection), and they
-will also appear in the advanced search form.
-
-.. _products:
-
-Products
-########
-
-Products typically represent real-world
-shipping products. Products can be given
-:ref:`classifications`.
-For example, if a company makes computer games,
-they could have a classification of "Games", and a separate
-product for each game. This company might also have a
-``Common`` product for units of technology used
-in multiple games, and perhaps a few special products that
-represent items that are not actually shipping products
-(for example, "Website", or "Administration").
-
-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 CONFIRMED status.
-
-When creating or editing products the following options are
-available:
-
-Product
- The name of the product
-
-Description
- A brief description of the product
-
-Default milestone
- Select the default milestone for this product.
-
-Closed for bug entry
- Select this box to prevent new bugs from being
- entered against this product.
-
-Maximum votes per person
- Maximum votes a user is allowed to give for this
- product
-
-Maximum votes a person can put on a single bug
- Maximum votes a user is allowed to give for this
- product in a single bug
-
-Confirmation threshold
- Number of votes needed to automatically remove any
- bug against this product from the UNCONFIRMED state
-
-Version
- Specify which version of the product bugs will be
- entered against.
-
-Create chart datasets for this product
- Select to make chart datasets available for this product.
-
-When editing a product there is also a link to edit Group Access Controls,
-see :ref:`product-group-controls`.
-
-.. _create-product:
-
-Creating New Products
-=====================
-
-To create a new product:
-
-#. Select ``Administration`` from the footer and then
- choose ``Products`` from the main administration page.
-
-#. Select the ``Add`` link in the bottom right.
-
-#. Enter the name of the product and a description. The
- Description field may contain HTML.
-
-#. When the product is created, Bugzilla will give a message
- stating that a component must be created before any bugs can
- be entered against the new product. Follow the link to create
- a new component. See :ref:`components` for more
- information.
-
-.. _edit-products:
-
-Editing Products
-================
-
-To edit an existing product, click the "Products" link from the
-"Administration" page. If the 'useclassification' parameter is
-turned on, a table of existing classifications is displayed,
-including an "Unclassified" category. The table indicates how many products
-are in each classification. Click on the classification name to see its
-products. If the 'useclassification' parameter is not in use, the table
-lists all products directly. The product table summarizes the information
-about the product defined
-when the product was created. Click on the product name to edit these
-properties, and to access links to other product attributes such as the
-product's components, versions, milestones, and group access controls.
-
-.. _comps-vers-miles-products:
-
-Adding or Editing Components, Versions and Target Milestones
-============================================================
-
-To edit existing, or add new, Components, Versions or Target Milestones
-to a Product, select the "Edit Components", "Edit Versions" or "Edit
-Milestones" links from the "Edit Product" page. A table of existing
-Components, Versions or Milestones is displayed. Click on a item name
-to edit the properties of that item. Below the table is a link to add
-a new Component, Version or Milestone.
-
-For more information on components, see :ref:`components`.
-
-For more information on versions, see :ref:`versions`.
-
-For more information on milestones, see :ref:`milestones`.
-
-.. _product-group-controls:
-
-Assigning Group Controls to Products
-====================================
-
-On the ``Edit Product`` page, there is a link called
-``Edit Group Access Controls``. The settings on this page
-control the relationship of the groups to the product being edited.
-
-Group Access Controls are an important aspect of using groups for
-isolating products and restricting access to bugs filed against those
-products. For more information on groups, including how to create, edit
-add users to, and alter permission of, see :ref:`groups`.
-
-After selecting the "Edit Group Access Controls" link from the "Edit
-Product" page, a table containing all user-defined groups for this
-Bugzilla installation is displayed. The system groups that are created
-when Bugzilla is installed are not applicable to Group Access Controls.
-Below is description of what each of these fields means.
-
-Groups may be applicable (e.g bugs in this product can be associated
-with this group) , default (e.g. bugs in this product are in this group
-by default), and mandatory (e.g. bugs in this product must be associated
-with this group) for each product. Groups can also control access
-to bugs for a given product, or be used to make bugs for a product
-totally read-only unless the group restrictions are met. The best way to
-understand these relationships is by example. See
-:ref:`group-control-examples` for examples of
-product and group relationships.
-
-.. note:: Products and Groups are not limited to a one-to-one relationship.
- Multiple groups can be associated with the same product, and groups
- can be associated with more than one product.
-
-If any group has *Entry* selected, then the
-product will restrict bug entry to only those users
-who are members of *all* the groups with
-*Entry* selected.
-
-If any group has *Canedit* selected,
-then the product will be read-only for any users
-who are not members of *all* of the groups with
-*Canedit* selected. *Only* users who
-are members of all the *Canedit* groups
-will be able to edit bugs for this product. This is an additional
-restriction that enables finer-grained control over products rather
-than just all-or-nothing access levels.
-
-The following settings let you
-choose privileges on a *per-product basis*.
-This is a convenient way to give privileges to
-some users for some products only, without having
-to give them global privileges which would affect
-all products.
-
-Any group having *editcomponents*
-selected allows users who are in this group to edit all
-aspects of this product, including components, milestones
-and versions.
-
-Any group having *canconfirm* selected
-allows users who are in this group to confirm bugs
-in this product.
-
-Any group having *editbugs* selected allows
-users who are in this group to edit all fields of
-bugs in this product.
-
-The *MemberControl* and
-*OtherControl* are used in tandem to determine which
-bugs will be placed in this group. The only allowable combinations of
-these two parameters are listed in a table on the "Edit Group Access Controls"
-page. Consult this table for details on how these fields can be used.
-Examples of different uses are described below.
-
-.. _group-control-examples:
-
-Common Applications of Group Controls
-=====================================
-
-The use of groups is best explained by providing examples that illustrate
-configurations for common use cases. The examples follow a common syntax:
-*Group: Entry, MemberControl, OtherControl, CanEdit,
-EditComponents, CanConfirm, EditBugs*. Where "Group" is the name
-of the group being edited for this product. The other fields all
-correspond to the table on the "Edit Group Access Controls" page. If any
-of these options are not listed, it means they are not checked.
-
-Basic Product/Group Restriction
--------------------------------
-
-Suppose there is a product called "Bar". The
-"Bar" product can only have bugs entered against it by users in the
-group "Foo". Additionally, bugs filed against product "Bar" must stay
-restricted to users to "Foo" at all times. Furthermore, only members
-of group "Foo" can edit bugs filed against product "Bar", even if other
-users could see the bug. This arrangement would achieved by the
-following:
-
-::
-
- Product Bar:
- foo: ENTRY, MANDATORY/MANDATORY, CANEDIT
-
-Perhaps such strict restrictions are not needed for product "Bar". A
-more lenient way to configure product "Bar" and group "Foo" would be:
-
-::
-
- Product Bar:
- foo: ENTRY, SHOWN/SHOWN, EDITCOMPONENTS, CANCONFIRM, EDITBUGS
-
-The above indicates that for product "Bar", members of group "Foo" can
-enter bugs. Any one with permission to edit a bug against product "Bar"
-can put the bug
-in group "Foo", even if they themselves are not in "Foo". Anyone in group
-"Foo" can edit all aspects of the components of product "Bar", can confirm
-bugs against product "Bar", and can edit all fields of any bug against
-product "Bar".
-
-General User Access With Security Group
----------------------------------------
-
-To permit any user to file bugs against "Product A",
-and to permit any user to submit those bugs into a
-group called "Security":
-
-::
-
- Product A:
- security: SHOWN/SHOWN
-
-General User Access With A Security Product
--------------------------------------------
-
-To permit any user to file bugs against product called "Security"
-while keeping those bugs from becoming visible to anyone
-outside the group "SecurityWorkers" (unless a member of the
-"SecurityWorkers" group removes that restriction):
-
-::
-
- Product Security:
- securityworkers: DEFAULT/MANDATORY
-
-Product Isolation With a Common Group
--------------------------------------
-
-To permit users of "Product A" to access the bugs for
-"Product A", users of "Product B" to access the bugs for
-"Product B", and support staff, who are members of the "Support
-Group" to access both, three groups are needed:
-
-#. Support Group: Contains members of the support staff.
-
-#. AccessA Group: Contains users of product A and the Support group.
-
-#. AccessB Group: Contains users of product B and the Support group.
-
-Once these three groups are defined, the product group controls
-can be set to:
-
-::
-
- Product A:
- AccessA: ENTRY, MANDATORY/MANDATORY
- Product B:
- AccessB: ENTRY, MANDATORY/MANDATORY
-
-Perhaps the "Support Group" wants more control. For example,
-the "Support Group" could be permitted to make bugs inaccessible to
-users of both groups "AccessA" and "AccessB".
-Then, the "Support Group" could be permitted to publish
-bugs relevant to all users in a third product (let's call it
-"Product Common") that is read-only
-to anyone outside the "Support Group". In this way the "Support Group"
-could control bugs that should be seen by both groups.
-That configuration would be:
-
-::
-
- 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
-
-Make a Product Read Only
-------------------------
-
-Sometimes a product is retired and should no longer have
-new bugs filed against it (for example, an older version of a software
-product that is no longer supported). A product can be made read-only
-by creating a group called "readonly" and adding products to the
-group as needed:
-
-::
-
- Product A:
- ReadOnly: ENTRY, NA/NA, CANEDIT
-
-.. note:: For more information on Groups outside of how they relate to products
- see :ref:`groups`.
-
-.. _components:
-
-Components
-##########
-
-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.
-
-Each component has a default assignee and (if you turned it on in the parameters),
-a QA Contact. The default assignee 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 Assignee, QA Contact, and Reporter
-will get email when new bugs are created in this Component and when
-these bugs change. Default Assignee and Default QA Contact fields only
-dictate the
-*default assignments*;
-these can be changed on bug submission, or at any later point in
-a bug's life.
-
-To create a new Component:
-
-#. Select the ``Edit components`` link
- from the ``Edit product`` page
-
-#. Select the ``Add`` link in the bottom right.
-
-#. Fill out the ``Component`` field, a
- short ``Description``, the
- ``Default Assignee``, ``Default CC List``
- and ``Default QA Contact`` (if enabled).
- The ``Component Description`` field may contain a
- limited subset of HTML tags. The ``Default Assignee``
- field must be a login name already existing in the Bugzilla database.
-
-.. _versions:
-
-Versions
-########
-
-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
-the bug.
-
-To create and edit Versions:
-
-#. From the "Edit product" screen, select "Edit Versions"
-
-#. You will notice that the product already has the default
- version "undefined". Click the "Add" link in the bottom right.
-
-#. Enter the name of the Version. This field takes text only.
- Then click the "Add" button.
-
-.. _milestones:
-
-Milestones
-##########
-
-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.
-
-.. note:: Milestone options will only appear for a Product if you turned
- on the "usetargetmilestone" parameter in the "Bug Fields" tab of the
- "Parameters" page.
-
-To create new Milestones, and set Default Milestones:
-
-#. Select "Edit milestones" from the "Edit product" page.
-
-#. Select "Add" in the bottom right corner.
-
-#. Enter the name of the Milestone in the "Milestone" field. You
- can optionally set the "sortkey", which is a positive or negative
- number (-32768 to 32767) 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".
-
-.. _flags-overview:
-
-Flags
-#####
-
-Flags are a way to attach a specific status to a bug or attachment,
-either ``+`` or ``-``. The meaning of these symbols depends on the text
-the flag itself, but contextually they could mean pass/fail,
-accept/reject, approved/denied, or even a simple yes/no. If your site
-allows requestable flags, then users may set a flag to ``?`` as a
-request to another user that they look at the bug/attachment, and set
-the flag to its correct status.
-
-.. _flags-simpleexample:
-
-A Simple Example
-================
-
-A developer might want to ask their manager,
-``Should we fix this bug before we release version 2.0?``
-They might want to do this for a *lot* of bugs,
-so it would be nice to streamline the process...
-
-In Bugzilla, it would work this way:
-
-#. The Bugzilla administrator creates a flag type called
- ``blocking2.0`` that shows up on all bugs in
- your product.
- It shows up on the ``Show Bug`` screen
- as the text ``blocking2.0`` with a drop-down box next
- to it. The drop-down box contains four values: an empty space,
- ``?``, ``-``, and ``+``.
-
-#. The developer sets the flag to ``?``.
-
-#. The manager sees the ``blocking2.0``
- flag with a ``?`` value.
-
-#. If the manager thinks the feature should go into the product
- before version 2.0 can be released, he sets the flag to
- ``+``. Otherwise, he sets it to ``-``.
-
-#. Now, every Bugzilla user who looks at the bug knows whether or
- not the bug needs to be fixed before release of version 2.0.
-
-.. _flags-about:
-
-About Flags
-===========
-
-.. _flag-values:
-
-Values
-------
-
-Flags can have three values:
-
-``?``
- A user is requesting that a status be set. (Think of it as 'A question is being asked'.)
-
-``-``
- The status has been set negatively. (The question has been answered ``no``.)
-
-``+``
- The status has been set positively.
- (The question has been answered ``yes``.)
-
-Actually, there's a fourth value a flag can have --
-``unset`` -- which shows up as a blank space. This
-just means that nobody has expressed an opinion (or asked
-someone else to express an opinion) about this bug or attachment.
-
-.. _flag-askto:
-
-Using flag requests
-===================
-
-If a flag has been defined as 'requestable', and a user has enough privileges
-to request it (see below), the user can set the flag's status to ``?``.
-This status indicates that someone (a.k.a. ``the requester``) is asking
-someone else to set the flag to either ``+`` or ``-``.
-
-If a flag has been defined as 'specifically requestable',
-a text box will appear next to the flag into which the requester may
-enter a Bugzilla username. That named person (a.k.a. ``the requestee``)
-will receive an email notifying them of the request, and pointing them
-to the bug/attachment in question.
-
-If a flag has *not* been defined as 'specifically requestable',
-then no such text-box will appear. A request to set this flag cannot be made of
-any specific individual, but must be asked ``to the wind``.
-A requester may ``ask the wind`` on any flag simply by leaving the text-box blank.
-
-.. _flag-types:
-
-Two Types of Flags
-==================
-
-Flags can go in two places: on an attachment, or on a bug.
-
-.. _flag-type-attachment:
-
-Attachment Flags
-----------------
-
-Attachment flags are used to ask a question about a specific
-attachment on a bug.
-
-Many Bugzilla installations use this to
-request that one developer ``review`` another
-developer's code before they check it in. They attach the code to
-a bug report, and then set a flag on that attachment called
-``review`` to
-``review?boss@domain.com``.
-boss@domain.com is then notified by email that
-he has to check out that attachment and approve it or deny it.
-
-For a Bugzilla user, attachment flags show up in three places:
-
-#. On the list of attachments in the ``Show Bug``
- screen, you can see the current state of any flags that
- have been set to ?, +, or -. You can see who asked about
- the flag (the requester), and who is being asked (the
- requestee).
-
-#. When you ``Edit`` an attachment, you can
- see any settable flag, along with any flags that have
- already been set. This ``Edit Attachment``
- screen is where you set flags to ?, -, +, or unset them.
-
-#. Requests are listed in the ``Request Queue``, which
- is accessible from the ``My Requests`` link (if you are
- logged in) or ``Requests`` link (if you are logged out)
- visible in the footer of all pages.
-
-.. _flag-type-bug:
-
-Bug Flags
----------
-
-Bug flags are used to set a status on the bug itself. You can
-see Bug Flags in the ``Show Bug`` and ``Requests``
-screens, as described above.
-
-Only users with enough privileges (see below) may set flags on bugs.
-This doesn't necessarily include the assignee, reporter, or users with the
-``editbugs`` permission.
-
-.. _flags-admin:
-
-Administering Flags
-===================
-
-If you have the ``editcomponents`` permission, you can
-edit Flag Types from the main administration page. Clicking the
-``Flags`` link will bring you to the ``Administer
-Flag Types`` page. Here, you can select whether you want
-to create (or edit) a Bug flag, or an Attachment flag.
-
-No matter which you choose, the interface is the same, so we'll
-just go over it once.
-
-.. _flags-edit:
-
-Editing a Flag
---------------
-
-To edit a flag's properties, just click the flag's name.
-That will take you to the same
-form as described below (:ref:`flags-create`).
-
-.. _flags-create:
-
-Creating a Flag
----------------
-
-When you click on the ``Create a Flag Type for...``
-link, you will be presented with a form. Here is what the fields in
-the form mean:
-
-.. _flags-create-field-name:
-
-Name
-~~~~
-
-This is the name of the flag. This will be displayed
-to Bugzilla users who are looking at or setting the flag.
-The name may contain any valid Unicode characters except commas
-and spaces.
-
-.. _flags-create-field-description:
-
-Description
-~~~~~~~~~~~
-
-The description describes the flag in more detail. It is visible
-in a tooltip when hovering over a flag either in the ``Show Bug``
-or ``Edit Attachment`` pages. This field can be as
-long as you like, and can contain any character you want.
-
-.. _flags-create-field-category:
-
-Category
-~~~~~~~~
-
-Default behaviour for a newly-created flag is to appear on
-products and all components, which is why ``__Any__:__Any__``
-is already entered in the ``Inclusions`` box.
-If this is not your desired behaviour, you must either set some
-exclusions (for products on which you don't want the flag to appear),
-or you must remove ``__Any__:__Any__`` from the Inclusions box
-and define products/components specifically for this flag.
-
-To create an Inclusion, select a Product from the top drop-down box.
-You may also select a specific component from the bottom drop-down box.
-(Setting ``__Any__`` for Product translates to,
-``all the products in this Bugzilla``.
-Selecting ``__Any__`` in the Component field means
-``all components in the selected product.``)
-Selections made, press ``Include``, and your
-Product/Component pairing will show up in the ``Inclusions`` box on the right.
-
-To create an Exclusion, the process is the same; select a Product from the
-top drop-down box, select a specific component if you want one, and press
-``Exclude``. The Product/Component pairing will show up in the
-``Exclusions`` box on the right.
-
-This flag *will* and *can* be set for any
-products/components that appearing in the ``Inclusions`` box
-(or which fall under the appropriate ``__Any__``).
-This flag *will not* appear (and therefore cannot be set) on
-any products appearing in the ``Exclusions`` box.
-*IMPORTANT: Exclusions override inclusions.*
-
-You may select a Product without selecting a specific Component,
-but you can't select a Component without a Product, or to select a
-Component that does not belong to the named Product. If you do so,
-Bugzilla will display an error message, even if all your products
-have a component by that name.
-
-*Example:* Let's say you have a product called
-``Jet Plane`` that has thousands of components. You want
-to be able to ask if a problem should be fixed in the next model of
-plane you release. We'll call the flag ``fixInNext``.
-But, there's one component in ``Jet Plane,``
-called ``Pilot.`` It doesn't make sense to release a
-new pilot, so you don't want to have the flag show up in that component.
-So, you include ``Jet Plane:__Any__`` and you exclude
-``Jet Plane:Pilot``.
-
-.. _flags-create-field-sortkey:
-
-Sort Key
-~~~~~~~~
-
-Flags normally show up in alphabetical order. If you want them to
-show up in a different order, you can use this key set the order on each flag.
-Flags with a lower sort key will appear before flags with a higher
-sort key. Flags that have the same sort key will be sorted alphabetically,
-but they will still be after flags with a lower sort key, and before flags
-with a higher sort key.
-
-*Example:* I have AFlag (Sort Key 100), BFlag (Sort Key 10),
-CFlag (Sort Key 10), and DFlag (Sort Key 1). These show up in
-the order: DFlag, BFlag, CFlag, AFlag.
-
-.. _flags-create-field-active:
-
-Active
-~~~~~~
-
-Sometimes, you might want to keep old flag information in the
-Bugzilla database, but stop users from setting any new flags of this type.
-To do this, uncheck ``active``. Deactivated
-flags will still show up in the UI if they are ?, +, or -, but they
-may only be cleared (unset), and cannot be changed to a new value.
-Once a deactivated flag is cleared, it will completely disappear from a
-bug/attachment, and cannot be set again.
-
-.. _flags-create-field-requestable:
-
-Requestable
-~~~~~~~~~~~
-
-New flags are, by default, ``requestable``, meaning that they
-offer users the ``?`` option, as well as ``+``
-and ``-``.
-To remove the ? option, uncheck ``requestable``.
-
-.. _flags-create-field-specific:
-
-Specifically Requestable
-~~~~~~~~~~~~~~~~~~~~~~~~
-
-By default this box is checked for new flags, meaning that users may make
-flag requests of specific individuals. Unchecking this box will remove the
-text box next to a flag; if it is still requestable, then requests may
-only be made ``to the wind.`` Removing this after specific
-requests have been made will not remove those requests; that data will
-stay in the database (though it will no longer appear to the user).
-
-.. _flags-create-field-multiplicable:
-
-Multiplicable
-~~~~~~~~~~~~~
-
-Any flag with ``Multiplicable`` set (default for new flags is 'on')
-may be set more than once. After being set once, an unset flag
-of the same type will appear below it with ``addl.`` (short for
-``additional``) before the name. There is no limit to the number of
-times a Multiplicable flags may be set on the same bug/attachment.
-
-.. _flags-create-field-cclist:
-
-CC List
-~~~~~~~
-
-If you want certain users to be notified every time this flag is
-set to ?, -, +, or unset, add them here. This is a comma-separated
-list of email addresses that need not be restricted to Bugzilla usernames.
-
-.. _flags-create-grant-group:
-
-Grant Group
-~~~~~~~~~~~
-
-When this field is set to some given group, only users in the group
-can set the flag to ``+`` and ``-``. This
-field does not affect who can request or cancel the flag. For that,
-see the ``Request Group`` field below. If this field
-is left blank, all users can set or delete this flag. This field is
-useful for restricting which users can approve or reject requests.
-
-.. _flags-create-request-group:
-
-Request Group
-~~~~~~~~~~~~~
-
-When this field is set to some given group, only users in the group
-can request or cancel this flag. Note that this field has no effect
-if the ``grant group`` field is empty. You can set the
-value of this field to a different group, but both fields have to be
-set to a group for this field to have an effect.
-
-.. COMMENT: flags-create
-
-.. _flags-delete:
-
-Deleting a Flag
----------------
-
-When you are at the ``Administer Flag Types`` screen,
-you will be presented with a list of Bug flags and a list of Attachment
-Flags.
-
-To delete a flag, click on the ``Delete`` link next to
-the flag description.
-
-.. warning:: Once you delete a flag, it is *gone* from
- your Bugzilla. All the data for that flag will be deleted.
- Everywhere that flag was set, it will disappear,
- and you cannot get that data back. If you want to keep flag data,
- but don't want anybody to set any new flags or change current flags,
- unset ``active`` in the flag Edit form.
-
-.. COMMENT: flags-admin
-
-.. COMMENT: XXX We should add a "Uses of Flags" section, here, with examples.
-
-.. COMMENT: flags
-
-.. _keywords:
-
-Keywords
-########
-
-The administrator can define keywords which can be used to tag and
-categorise bugs. For example, the keyword "regression" is commonly used.
-A company might have a policy stating all regressions
-must be fixed by the next release - this keyword can make tracking those
-bugs much easier.
-
-Keywords are global, rather than per-product. If the administrator changes
-a keyword currently applied to any bugs, the keyword cache must be rebuilt
-using the :ref:`sanitycheck` script. Currently keywords cannot
-be marked obsolete to prevent future usage.
-
-Keywords can be created, edited or deleted by clicking the "Keywords"
-link in the admin page. There are two fields for each keyword - the keyword
-itself and a brief description. Once created, keywords can be selected
-and applied to individual bugs in that bug's "Details" section.
-
-.. _custom-fields:
-
-Custom Fields
-#############
-
-The release of Bugzilla 3.0 added the ability to create Custom Fields.
-Custom Fields are treated like any other field - they can be set in bugs
-and used for search queries. Administrators should keep in mind that
-adding too many fields can make the user interface more complicated and
-harder to use. Custom Fields should be added only when necessary and with
-careful consideration.
-
-.. note:: Before adding a Custom Field, make sure that Bugzilla cannot already
- do the desired behavior. Many Bugzilla options are not enabled by
- default, and many times Administrators find that simply enabling
- certain options that already exist is sufficient.
-
-Administrators can manage Custom Fields using the
-``Custom Fields`` link on the Administration page. The Custom
-Fields administration page displays a list of Custom Fields, if any exist,
-and a link to "Add a new custom field".
-
-.. _add-custom-fields:
-
-Adding Custom Fields
-====================
-
-To add a new Custom Field, click the "Add a new custom field" link. This
-page displays several options for the new field, described below.
-
-The following attributes must be set for each new custom field:
-
-- *Name:*
- The name of the field in the database, used internally. This name
- MUST begin with ``cf_`` to prevent confusion with
- standard fields. If this string is omitted, it will
- be automatically added to the name entered.
-
-- *Description:*
- A brief string which is used as the label for this Custom Field.
- That is the string that users will see, and should be
- short and explicit.
-
-- *Type:*
- The type of field to create. There are
- several types available:
-
- Bug ID:
- A field where you can enter the ID of another bug from
- the same Bugzilla installation. To point to a bug in a remote
- installation, use the See Also field instead.
- Large Text Box:
- A multiple line box for entering free text.
- Free Text:
- A single line box for entering free text.
- Multiple-Selection Box:
- A list box where multiple options
- can be selected. After creating this field, it must be edited
- to add the selection options. See
- :ref:`edit-values-list` for information about
- editing legal values.
- Drop Down:
- A list box where only one option can be selected.
- After creating this field, it must be edited to add the
- selection options. See
- :ref:`edit-values-list` for information about
- editing legal values.
- Date/Time:
- A date field. This field appears with a
- calendar widget for choosing the date.
-
-- *Sortkey:*
- Integer that determines in which order Custom Fields are
- displayed in the User Interface, especially when viewing a bug.
- Fields with lower values are displayed first.
-
-- *Reverse Relationship Description:*
- When the custom field is of type ``Bug ID``, you can
- enter text here which will be used as label in the referenced
- bug to list bugs which point to it. This gives you the ability
- to have a mutual relationship between two bugs.
-
-- *Can be set on bug creation:*
- Boolean that determines whether this field can be set on
- bug creation. If not selected, then a bug must be created
- before this field can be set. See :ref:`bugreports`
- for information about filing bugs.
-
-- *Displayed in bugmail for new bugs:*
- Boolean that determines whether the value set on this field
- should appear in bugmail when the bug is filed. This attribute
- has no effect if the field cannot be set on bug creation.
-
-- *Is obsolete:*
- Boolean that determines whether this field should
- be displayed at all. Obsolete Custom Fields are hidden.
-
-- *Is mandatory:*
- Boolean that determines whether this field must be set.
- For single and multi-select fields, this means that a (non-default)
- value must be selected, and for text and date fields, some text
- must be entered.
-
-- *Field only appears when:*
- A custom field can be made visible when some criteria is met.
- For instance, when the bug belongs to one or more products,
- or when the bug is of some given severity. If left empty, then
- the custom field will always be visible, in all bugs.
-
-- *Field that controls the values that appear in this field:*
- When the custom field is of type ``Drop Down`` or
- ``Multiple-Selection Box``, you can restrict the
- availability of the values of the custom field based on the
- value of another field. This criteria is independent of the
- criteria used in the ``Field only appears when``
- setting. For instance, you may decide that some given value
- ``valueY`` is only available when the bug status
- is RESOLVED while the value ``valueX`` should
- always be listed.
- Once you have selected the field which should control the
- availability of the values of this custom field, you can
- edit values of this custom field to set the criteria, see
- :ref:`edit-values-list`.
-
-.. _edit-custom-fields:
-
-Editing Custom Fields
-=====================
-
-As soon as a Custom Field is created, its name and type cannot be
-changed. If this field is a drop down menu, its legal values can
-be set as described in :ref:`edit-values-list`. All
-other attributes can be edited as described above.
-
-.. _delete-custom-fields:
-
-Deleting Custom Fields
-======================
-
-Only custom fields which are marked as obsolete, and which never
-have been used, can be deleted completely (else the integrity
-of the bug history would be compromised). For custom fields marked
-as obsolete, a "Delete" link will appear in the ``Action``
-column. If the custom field has been used in the past, the deletion
-will be rejected. But marking the field as obsolete is sufficient
-to hide it from the user interface entirely.
-
-.. _edit-values:
-
-Legal Values
-############
-
-Legal values for the operating system, platform, bug priority and
-severity, custom fields of type ``Drop Down`` and
-``Multiple-Selection Box`` (see :ref:`custom-fields`),
-as well as the list of valid bug statuses and resolutions can be
-customized from the same interface. You can add, edit, disable and
-remove values which can be used with these fields.
-
-.. _edit-values-list:
-
-Viewing/Editing legal values
-============================
-
-Editing legal values requires ``admin`` privileges.
-Select "Field Values" from the Administration page. A list of all
-fields, both system fields and Custom Fields, for which legal values
-can be edited appears. Click a field name to edit its legal values.
-
-There is no limit to how many values a field can have, but each value
-must be unique to that field. The sortkey is important to display these
-values in the desired order.
-
-When the availability of the values of a custom field is controlled
-by another field, you can select from here which value of the other field
-must be set for the value of the custom field to appear.
-
-.. _edit-values-delete:
-
-Deleting legal values
-=====================
-
-Legal values from Custom Fields can be deleted, but only if the
-following two conditions are respected:
-
-#. The value is not used by default for the field.
-
-#. No bug is currently using this value.
-
-If any of these conditions is not respected, the value cannot be deleted.
-The only way to delete these values is to reassign bugs to another value
-and to set another value as default for the field.
-
-.. _bug_status_workflow:
-
-Bug Status Workflow
-###################
-
-The bug status workflow is no longer hardcoded but can be freely customized
-from the web interface. Only one bug status cannot be renamed nor deleted,
-UNCONFIRMED, but the workflow involving it is free. The configuration
-page displays all existing bug statuses twice, first on the left for bug
-statuses we come from and on the top for bug statuses we move to.
-If the checkbox is checked, then the transition between the two bug statuses
-is legal, else it's forbidden independently of your privileges. The bug status
-used for the "duplicate_or_move_bug_status" parameter must be part of the
-workflow as that is the bug status which will be used when duplicating or
-moving a bug, so it must be available from each bug status.
-
-When the workflow is set, the "View Current Triggers" link below the table
-lets you set which transitions require a comment from the user.
.. _voting:
Display of quips is controlled by the *display_quips*
user preference. Possible values are "on" and "off".
-.. _groups:
-
-Groups and Group Security
-#########################
-
-Groups allow for separating bugs into logical divisions.
-Groups are typically used
-to isolate bugs that should only be seen by certain people. For
-example, a company might create a different group for each one of its customers
-or partners. Group permissions could be set so that each partner or customer would
-only have access to their own bugs. Or, groups might be used to create
-variable access controls for different departments within an organization.
-Another common use of groups is to associate groups with products,
-creating isolation and access control on a per-product basis.
-
-Groups and group behaviors are controlled in several places:
-
-#. The group configuration page. To view or edit existing groups, or to
- create new groups, access the "Groups" link from the "Administration"
- page. This section of the manual deals primarily with the aspect of
- group controls accessed on this page.
-
-#. Global configuration parameters. Bugzilla has several parameters
- that control the overall default group behavior and restriction
- levels. For more information on the parameters that control
- group behavior globally, see :ref:`param-group-security`.
-
-#. Product association with groups. Most of the functionality of groups
- and group security is controlled at the product level. Some aspects
- of group access controls for products are discussed in this section,
- but for more detail see :ref:`product-group-controls`.
-
-#. Group access for users. See :ref:`users-and-groups` for
- details on how users are assigned group access.
-
-Group permissions are such that if a bug belongs to a group, only members
-of that group can see the bug. If a bug is in more than one group, only
-members of *all* the groups that the bug is in can see
-the bug. For information on granting read-only access to certain people and
-full edit access to others, see :ref:`product-group-controls`.
-
-.. note:: 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 ``Users in the roles selected below...``
- and un-checking the box next to either 'Reporter' or 'CC List' (or both).
-
-.. _create-groups:
-
-Creating Groups
-===============
-
-To create a new group, follow the steps below:
-
-#. Select the ``Administration`` link in the page footer,
- and then select the ``Groups`` link from the
- Administration page.
-
-#. A table of all the existing groups is displayed. Below the table is a
- description of all the fields. To create a new group, select the
- ``Add Group`` link under the table of existing groups.
-
-#. There are five fields to fill out. These fields are documented below
- the form. Choose a name and description for the group. Decide whether
- this group should be used for bugs (in all likelihood this should be
- selected). Optionally, choose a regular expression that will
- automatically add any matching users to the group, and choose an
- icon that will help identify user comments for the group. The regular
- expression can be useful, for example, to automatically put all users
- from the same company into one group (if the group is for a specific
- customer or partner).
-
- .. note:: If ``User RegExp`` is filled out, 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. If their email address changes
- and no longer matches the regular expression, they will be removed
- from the group. Versions 2.16 and older of Bugzilla did not automatically
- remove users who's email addresses no longer matched the RegExp.
-
- .. warning:: If specifying a domain in the regular expression, end
- the regexp with a "$". Otherwise, when granting access to
- "@mycompany\\.com", access will also be granted to
- 'badperson@mycompany.com.cracker.net'. Use the syntax,
- '@mycompany\\.com$' for the regular expression.
-
-#. After the new group is created, it can be edited for additional options.
- The "Edit Group" page allows for specifying other groups that should be included
- in this group and which groups should be permitted to add and delete
- users from this group. For more details, see :ref:`edit-groups`.
-
-.. _edit-groups:
-
-Editing Groups and Assigning Group Permissions
-==============================================
-
-To access the "Edit Groups" page, select the
-``Administration`` link in the page footer,
-and then select the ``Groups`` link from the Administration page.
-A table of all the existing groups is displayed. Click on a group name
-you wish to edit or control permissions for.
-
-The "Edit Groups" page contains the same five fields present when
-creating a new group. Below that are two additional sections, "Group
-Permissions," and "Mass Remove". The "Mass Remove" option simply removes
-all users from the group who match the regular expression entered. The
-"Group Permissions" section requires further explanation.
-
-The "Group Permissions" section on the "Edit Groups" page contains four sets
-of permissions that control the relationship of this group to other
-groups. If the 'usevisibilitygroups' parameter is in use (see
-:ref:`parameters`) two additional sets of permissions are displayed.
-Each set consists of two select boxes. On the left, a select box
-with a list of all existing groups. On the right, a select box listing
-all groups currently selected for this permission setting (this box will
-be empty for new groups). The way these controls allow groups to relate
-to one another is called *inheritance*.
-Each of the six permissions is described below.
-
-*Groups That Are a Member of This Group*
- Members of any groups selected here will automatically have
- membership in this group. In other words, members of any selected
- group will inherit membership in this group.
-
-*Groups That This Group Is a Member Of*
- Members of this group will inherit membership to any group
- selected here. For example, suppose the group being edited is
- an Admin group. If there are two products (Product1 and Product2)
- and each product has its
- own group (Group1 and Group2), and the Admin group
- should have access to both products,
- simply select both Group1 and Group2 here.
-
-*Groups That Can Grant Membership in This Group*
- The members of any group selected here will be able add users
- to this group, even if they themselves are not in this group.
-
-*Groups That This Group Can Grant Membership In*
- Members of this group can add users to any group selected here,
- even if they themselves are not in the selected groups.
-
-*Groups That Can See This Group*
- Members of any selected group can see the users in this group.
- This setting is only visible if the 'usevisibilitygroups' parameter
- is enabled on the Bugzilla Configuration page. See
- :ref:`parameters` for information on configuring Bugzilla.
-
-*Groups That This Group Can See*
- Members of this group can see members in any of the selected groups.
- This setting is only visible if the 'usevisibilitygroups' parameter
- is enabled on the the Bugzilla Configuration page. See
- :ref:`parameters` for information on configuring Bugzilla.
-
-.. _users-and-groups:
-
-Assigning Users to Groups
-=========================
-
-A User can become a member of a group in several ways:
-
-#. The user can be explicitly placed in the group by editing
- the user's profile. This can be done by accessing the "Users" page
- from the "Administration" page. Use the search form to find the user
- you want to edit group membership for, and click on their email
- address in the search results to edit their profile. The profile
- page lists all the groups, and indicates if the user is a member of
- the group either directly or indirectly. More information on indirect
- group membership is below. For more details on User administration,
- see :ref:`useradmin`.
-
-#. The group can include another group of which the user is
- a member. This is indicated by square brackets around the checkbox
- next to the group name in the user's profile.
- See :ref:`edit-groups` for details on group inheritance.
-
-#. The user's email address can match the regular expression
- that has been specified to automatically grant membership to
- the group. This is indicated by "\*" around the check box by the
- group name in the user's profile.
- See :ref:`create-groups` for details on
- the regular expression option when creating groups.
-
-Assigning Group Controls to Products
-====================================
-
-The primary functionality of groups is derived from the relationship of
-groups to products. The concepts around segregating access to bugs with
-product group controls can be confusing. For details and examples on this
-topic, see :ref:`product-group-controls`.
-
-.. _sanitycheck:
-
-Checking and Maintaining Database Integrity
-###########################################
-
-Over time it is possible for the Bugzilla database to become corrupt
-or to have anomalies.
-This could happen through normal usage of Bugzilla, manual database
-administration outside of the Bugzilla user interface, or from some
-other unexpected event. Bugzilla includes a "Sanity Check" script that
-can perform several basic database checks, and repair certain problems or
-inconsistencies.
-
-To run the "Sanity Check" script, log in as an Administrator and click the
-"Sanity Check" link in the admin page. Any problems that are found will be
-displayed in red letters. If the script is capable of fixing a problem,
-it will present a link to initiate the fix. If the script cannot
-fix the problem it will require manual database administration or recovery.
-
-The "Sanity Check" script can also be run from the command line via the perl
-script :file:`sanitycheck.pl`. The script can also be run as
-a :command:`cron` job. Results will be delivered by email.
-
-The "Sanity Check" script should be run on a regular basis as a matter of
-best practice.
-
-.. warning:: The "Sanity Check" script is no substitute for a competent database
- administrator. It is only designed to check and repair basic database
- problems.
-
-
--- /dev/null
+.. _categorization:
+
+==============================================================
+Classifications, Products, Components, Versions and Milestones
+==============================================================
+
+Classifications
+###############
+
+Classifications tend to be used in order to group several related
+products into one distinct entity.
+
+The classifications layer is disabled by default; it can be turned
+on or off using the useclassification parameter,
+in the *Bug Fields* section of the edit parameters screen.
+
+Access to the administration of classifications is controlled using
+the *editclassifications* system group, which defines
+a privilege for creating, destroying, and editing classifications.
+
+When activated, classifications will introduce an additional
+step when filling bugs (dedicated to classification selection), and they
+will also appear in the advanced search form.
+
+.. _products:
+
+Products
+########
+
+Products typically represent real-world
+shipping products. Products can be given
+:ref:`classifications`.
+For example, if a company makes computer games,
+they could have a classification of "Games", and a separate
+product for each game. This company might also have a
+``Common`` product for units of technology used
+in multiple games, and perhaps a few special products that
+represent items that are not actually shipping products
+(for example, "Website", or "Administration").
+
+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 CONFIRMED status.
+
+When creating or editing products the following options are
+available:
+
+Product
+ The name of the product
+
+Description
+ A brief description of the product
+
+Default milestone
+ Select the default milestone for this product.
+
+Closed for bug entry
+ Select this box to prevent new bugs from being
+ entered against this product.
+
+Maximum votes per person
+ Maximum votes a user is allowed to give for this
+ product
+
+Maximum votes a person can put on a single bug
+ Maximum votes a user is allowed to give for this
+ product in a single bug
+
+Confirmation threshold
+ Number of votes needed to automatically remove any
+ bug against this product from the UNCONFIRMED state
+
+Version
+ Specify which version of the product bugs will be
+ entered against.
+
+Create chart datasets for this product
+ Select to make chart datasets available for this product.
+
+When editing a product there is also a link to edit Group Access Controls,
+see :ref:`product-group-controls`.
+
+.. _create-product:
+
+Creating New Products
+=====================
+
+To create a new product:
+
+#. Select ``Administration`` from the footer and then
+ choose ``Products`` from the main administration page.
+
+#. Select the ``Add`` link in the bottom right.
+
+#. Enter the name of the product and a description. The
+ Description field may contain HTML.
+
+#. When the product is created, Bugzilla will give a message
+ stating that a component must be created before any bugs can
+ be entered against the new product. Follow the link to create
+ a new component. See :ref:`components` for more
+ information.
+
+.. _edit-products:
+
+Editing Products
+================
+
+To edit an existing product, click the "Products" link from the
+"Administration" page. If the 'useclassification' parameter is
+turned on, a table of existing classifications is displayed,
+including an "Unclassified" category. The table indicates how many products
+are in each classification. Click on the classification name to see its
+products. If the 'useclassification' parameter is not in use, the table
+lists all products directly. The product table summarizes the information
+about the product defined
+when the product was created. Click on the product name to edit these
+properties, and to access links to other product attributes such as the
+product's components, versions, milestones, and group access controls.
+
+.. _comps-vers-miles-products:
+
+Adding or Editing Components, Versions and Target Milestones
+============================================================
+
+To edit existing, or add new, Components, Versions or Target Milestones
+to a Product, select the "Edit Components", "Edit Versions" or "Edit
+Milestones" links from the "Edit Product" page. A table of existing
+Components, Versions or Milestones is displayed. Click on a item name
+to edit the properties of that item. Below the table is a link to add
+a new Component, Version or Milestone.
+
+For more information on components, see :ref:`components`.
+
+For more information on versions, see :ref:`versions`.
+
+For more information on milestones, see :ref:`milestones`.
+
+.. _product-group-controls:
+
+Assigning Group Controls to Products
+====================================
+
+On the ``Edit Product`` page, there is a link called
+``Edit Group Access Controls``. The settings on this page
+control the relationship of the groups to the product being edited.
+
+Group Access Controls are an important aspect of using groups for
+isolating products and restricting access to bugs filed against those
+products. For more information on groups, including how to create, edit
+add users to, and alter permission of, see :ref:`groups`.
+
+After selecting the "Edit Group Access Controls" link from the "Edit
+Product" page, a table containing all user-defined groups for this
+Bugzilla installation is displayed. The system groups that are created
+when Bugzilla is installed are not applicable to Group Access Controls.
+Below is description of what each of these fields means.
+
+Groups may be applicable (e.g bugs in this product can be associated
+with this group) , default (e.g. bugs in this product are in this group
+by default), and mandatory (e.g. bugs in this product must be associated
+with this group) for each product. Groups can also control access
+to bugs for a given product, or be used to make bugs for a product
+totally read-only unless the group restrictions are met. The best way to
+understand these relationships is by example. See
+:ref:`group-control-examples` for examples of
+product and group relationships.
+
+.. note:: Products and Groups are not limited to a one-to-one relationship.
+ Multiple groups can be associated with the same product, and groups
+ can be associated with more than one product.
+
+If any group has *Entry* selected, then the
+product will restrict bug entry to only those users
+who are members of *all* the groups with
+*Entry* selected.
+
+If any group has *Canedit* selected,
+then the product will be read-only for any users
+who are not members of *all* of the groups with
+*Canedit* selected. *Only* users who
+are members of all the *Canedit* groups
+will be able to edit bugs for this product. This is an additional
+restriction that enables finer-grained control over products rather
+than just all-or-nothing access levels.
+
+The following settings let you
+choose privileges on a *per-product basis*.
+This is a convenient way to give privileges to
+some users for some products only, without having
+to give them global privileges which would affect
+all products.
+
+Any group having *editcomponents*
+selected allows users who are in this group to edit all
+aspects of this product, including components, milestones
+and versions.
+
+Any group having *canconfirm* selected
+allows users who are in this group to confirm bugs
+in this product.
+
+Any group having *editbugs* selected allows
+users who are in this group to edit all fields of
+bugs in this product.
+
+The *MemberControl* and
+*OtherControl* are used in tandem to determine which
+bugs will be placed in this group. The only allowable combinations of
+these two parameters are listed in a table on the "Edit Group Access Controls"
+page. Consult this table for details on how these fields can be used.
+Examples of different uses are described below.
+
+.. _group-control-examples:
+
+Common Applications of Group Controls
+=====================================
+
+The use of groups is best explained by providing examples that illustrate
+configurations for common use cases. The examples follow a common syntax:
+*Group: Entry, MemberControl, OtherControl, CanEdit,
+EditComponents, CanConfirm, EditBugs*. Where "Group" is the name
+of the group being edited for this product. The other fields all
+correspond to the table on the "Edit Group Access Controls" page. If any
+of these options are not listed, it means they are not checked.
+
+Basic Product/Group Restriction
+-------------------------------
+
+Suppose there is a product called "Bar". The
+"Bar" product can only have bugs entered against it by users in the
+group "Foo". Additionally, bugs filed against product "Bar" must stay
+restricted to users to "Foo" at all times. Furthermore, only members
+of group "Foo" can edit bugs filed against product "Bar", even if other
+users could see the bug. This arrangement would achieved by the
+following:
+
+::
+
+ Product Bar:
+ foo: ENTRY, MANDATORY/MANDATORY, CANEDIT
+
+Perhaps such strict restrictions are not needed for product "Bar". A
+more lenient way to configure product "Bar" and group "Foo" would be:
+
+::
+
+ Product Bar:
+ foo: ENTRY, SHOWN/SHOWN, EDITCOMPONENTS, CANCONFIRM, EDITBUGS
+
+The above indicates that for product "Bar", members of group "Foo" can
+enter bugs. Any one with permission to edit a bug against product "Bar"
+can put the bug
+in group "Foo", even if they themselves are not in "Foo". Anyone in group
+"Foo" can edit all aspects of the components of product "Bar", can confirm
+bugs against product "Bar", and can edit all fields of any bug against
+product "Bar".
+
+General User Access With Security Group
+---------------------------------------
+
+To permit any user to file bugs against "Product A",
+and to permit any user to submit those bugs into a
+group called "Security":
+
+::
+
+ Product A:
+ security: SHOWN/SHOWN
+
+General User Access With A Security Product
+-------------------------------------------
+
+To permit any user to file bugs against product called "Security"
+while keeping those bugs from becoming visible to anyone
+outside the group "SecurityWorkers" (unless a member of the
+"SecurityWorkers" group removes that restriction):
+
+::
+
+ Product Security:
+ securityworkers: DEFAULT/MANDATORY
+
+Product Isolation With a Common Group
+-------------------------------------
+
+To permit users of "Product A" to access the bugs for
+"Product A", users of "Product B" to access the bugs for
+"Product B", and support staff, who are members of the "Support
+Group" to access both, three groups are needed:
+
+#. Support Group: Contains members of the support staff.
+
+#. AccessA Group: Contains users of product A and the Support group.
+
+#. AccessB Group: Contains users of product B and the Support group.
+
+Once these three groups are defined, the product group controls
+can be set to:
+
+::
+
+ Product A:
+ AccessA: ENTRY, MANDATORY/MANDATORY
+ Product B:
+ AccessB: ENTRY, MANDATORY/MANDATORY
+
+Perhaps the "Support Group" wants more control. For example,
+the "Support Group" could be permitted to make bugs inaccessible to
+users of both groups "AccessA" and "AccessB".
+Then, the "Support Group" could be permitted to publish
+bugs relevant to all users in a third product (let's call it
+"Product Common") that is read-only
+to anyone outside the "Support Group". In this way the "Support Group"
+could control bugs that should be seen by both groups.
+That configuration would be:
+
+::
+
+ 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
+
+Make a Product Read Only
+------------------------
+
+Sometimes a product is retired and should no longer have
+new bugs filed against it (for example, an older version of a software
+product that is no longer supported). A product can be made read-only
+by creating a group called "readonly" and adding products to the
+group as needed:
+
+::
+
+ Product A:
+ ReadOnly: ENTRY, NA/NA, CANEDIT
+
+.. note:: For more information on Groups outside of how they relate to products
+ see :ref:`groups`.
+
+.. _components:
+
+Components
+##########
+
+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.
+
+Each component has a default assignee and (if you turned it on in the parameters),
+a QA Contact. The default assignee 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 Assignee, QA Contact, and Reporter
+will get email when new bugs are created in this Component and when
+these bugs change. Default Assignee and Default QA Contact fields only
+dictate the
+*default assignments*;
+these can be changed on bug submission, or at any later point in
+a bug's life.
+
+To create a new Component:
+
+#. Select the ``Edit components`` link
+ from the ``Edit product`` page
+
+#. Select the ``Add`` link in the bottom right.
+
+#. Fill out the ``Component`` field, a
+ short ``Description``, the
+ ``Default Assignee``, ``Default CC List``
+ and ``Default QA Contact`` (if enabled).
+ The ``Component Description`` field may contain a
+ limited subset of HTML tags. The ``Default Assignee``
+ field must be a login name already existing in the Bugzilla database.
+
+.. _versions:
+
+Versions
+########
+
+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
+the bug.
+
+To create and edit Versions:
+
+#. From the "Edit product" screen, select "Edit Versions"
+
+#. You will notice that the product already has the default
+ version "undefined". Click the "Add" link in the bottom right.
+
+#. Enter the name of the Version. This field takes text only.
+ Then click the "Add" button.
+
+.. _milestones:
+
+Milestones
+##########
+
+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.
+
+.. note:: Milestone options will only appear for a Product if you turned
+ on the "usetargetmilestone" parameter in the "Bug Fields" tab of the
+ "Parameters" page.
+
+To create new Milestones, and set Default Milestones:
+
+#. Select "Edit milestones" from the "Edit product" page.
+
+#. Select "Add" in the bottom right corner.
+
+#. Enter the name of the Milestone in the "Milestone" field. You
+ can optionally set the "sortkey", which is a positive or negative
+ number (-32768 to 32767) 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".
--- /dev/null
+.. _fields:
+
+Fields
+######
+
+.. _custom-fields:
+
+Custom Fields
+#############
+
+The release of Bugzilla 3.0 added the ability to create Custom Fields.
+Custom Fields are treated like any other field - they can be set in bugs
+and used for search queries. Administrators should keep in mind that
+adding too many fields can make the user interface more complicated and
+harder to use. Custom Fields should be added only when necessary and with
+careful consideration.
+
+.. note:: Before adding a Custom Field, make sure that Bugzilla cannot already
+ do the desired behavior. Many Bugzilla options are not enabled by
+ default, and many times Administrators find that simply enabling
+ certain options that already exist is sufficient.
+
+Administrators can manage Custom Fields using the
+``Custom Fields`` link on the Administration page. The Custom
+Fields administration page displays a list of Custom Fields, if any exist,
+and a link to "Add a new custom field".
+
+.. _add-custom-fields:
+
+Adding Custom Fields
+====================
+
+To add a new Custom Field, click the "Add a new custom field" link. This
+page displays several options for the new field, described below.
+
+The following attributes must be set for each new custom field:
+
+- *Name:*
+ The name of the field in the database, used internally. This name
+ MUST begin with ``cf_`` to prevent confusion with
+ standard fields. If this string is omitted, it will
+ be automatically added to the name entered.
+
+- *Description:*
+ A brief string which is used as the label for this Custom Field.
+ That is the string that users will see, and should be
+ short and explicit.
+
+- *Type:*
+ The type of field to create. There are
+ several types available:
+
+ Bug ID:
+ A field where you can enter the ID of another bug from
+ the same Bugzilla installation. To point to a bug in a remote
+ installation, use the See Also field instead.
+ Large Text Box:
+ A multiple line box for entering free text.
+ Free Text:
+ A single line box for entering free text.
+ Multiple-Selection Box:
+ A list box where multiple options
+ can be selected. After creating this field, it must be edited
+ to add the selection options. See
+ :ref:`edit-values-list` for information about
+ editing legal values.
+ Drop Down:
+ A list box where only one option can be selected.
+ After creating this field, it must be edited to add the
+ selection options. See
+ :ref:`edit-values-list` for information about
+ editing legal values.
+ Date/Time:
+ A date field. This field appears with a
+ calendar widget for choosing the date.
+
+- *Sortkey:*
+ Integer that determines in which order Custom Fields are
+ displayed in the User Interface, especially when viewing a bug.
+ Fields with lower values are displayed first.
+
+- *Reverse Relationship Description:*
+ When the custom field is of type ``Bug ID``, you can
+ enter text here which will be used as label in the referenced
+ bug to list bugs which point to it. This gives you the ability
+ to have a mutual relationship between two bugs.
+
+- *Can be set on bug creation:*
+ Boolean that determines whether this field can be set on
+ bug creation. If not selected, then a bug must be created
+ before this field can be set. See :ref:`bugreports`
+ for information about filing bugs.
+
+- *Displayed in bugmail for new bugs:*
+ Boolean that determines whether the value set on this field
+ should appear in bugmail when the bug is filed. This attribute
+ has no effect if the field cannot be set on bug creation.
+
+- *Is obsolete:*
+ Boolean that determines whether this field should
+ be displayed at all. Obsolete Custom Fields are hidden.
+
+- *Is mandatory:*
+ Boolean that determines whether this field must be set.
+ For single and multi-select fields, this means that a (non-default)
+ value must be selected, and for text and date fields, some text
+ must be entered.
+
+- *Field only appears when:*
+ A custom field can be made visible when some criteria is met.
+ For instance, when the bug belongs to one or more products,
+ or when the bug is of some given severity. If left empty, then
+ the custom field will always be visible, in all bugs.
+
+- *Field that controls the values that appear in this field:*
+ When the custom field is of type ``Drop Down`` or
+ ``Multiple-Selection Box``, you can restrict the
+ availability of the values of the custom field based on the
+ value of another field. This criteria is independent of the
+ criteria used in the ``Field only appears when``
+ setting. For instance, you may decide that some given value
+ ``valueY`` is only available when the bug status
+ is RESOLVED while the value ``valueX`` should
+ always be listed.
+ Once you have selected the field which should control the
+ availability of the values of this custom field, you can
+ edit values of this custom field to set the criteria, see
+ :ref:`edit-values-list`.
+
+.. _edit-custom-fields:
+
+Editing Custom Fields
+=====================
+
+As soon as a Custom Field is created, its name and type cannot be
+changed. If this field is a drop down menu, its legal values can
+be set as described in :ref:`edit-values-list`. All
+other attributes can be edited as described above.
+
+.. _delete-custom-fields:
+
+Deleting Custom Fields
+======================
+
+Only custom fields which are marked as obsolete, and which never
+have been used, can be deleted completely (else the integrity
+of the bug history would be compromised). For custom fields marked
+as obsolete, a "Delete" link will appear in the ``Action``
+column. If the custom field has been used in the past, the deletion
+will be rejected. But marking the field as obsolete is sufficient
+to hide it from the user interface entirely.
+
+.. _edit-values:
+
+Legal Values
+############
+
+Legal values for the operating system, platform, bug priority and
+severity, custom fields of type ``Drop Down`` and
+``Multiple-Selection Box`` (see :ref:`custom-fields`),
+as well as the list of valid bug statuses and resolutions can be
+customized from the same interface. You can add, edit, disable and
+remove values which can be used with these fields.
+
+.. _edit-values-list:
+
+Viewing/Editing legal values
+============================
+
+Editing legal values requires ``admin`` privileges.
+Select "Field Values" from the Administration page. A list of all
+fields, both system fields and Custom Fields, for which legal values
+can be edited appears. Click a field name to edit its legal values.
+
+There is no limit to how many values a field can have, but each value
+must be unique to that field. The sortkey is important to display these
+values in the desired order.
+
+When the availability of the values of a custom field is controlled
+by another field, you can select from here which value of the other field
+must be set for the value of the custom field to appear.
+
+.. _edit-values-delete:
+
+Deleting legal values
+=====================
+
+Legal values from Custom Fields can be deleted, but only if the
+following two conditions are respected:
+
+#. The value is not used by default for the field.
+
+#. No bug is currently using this value.
+
+If any of these conditions is not respected, the value cannot be deleted.
+The only way to delete these values is to reassign bugs to another value
+and to set another value as default for the field.
+
+.. _flags:
+
+Flags
+#####
+
+Flags are a way to attach a specific status to a bug or attachment,
+either ``+`` or ``-``. The meaning of these symbols depends on the text
+the flag itself, but contextually they could mean pass/fail,
+accept/reject, approved/denied, or even a simple yes/no. If your site
+allows requestable flags, then users may set a flag to ``?`` as a
+request to another user that they look at the bug/attachment, and set
+the flag to its correct status.
+
+.. _flags-simpleexample:
+
+A Simple Example
+================
+
+A developer might want to ask their manager,
+``Should we fix this bug before we release version 2.0?``
+They might want to do this for a *lot* of bugs,
+so it would be nice to streamline the process...
+
+In Bugzilla, it would work this way:
+
+#. The Bugzilla administrator creates a flag type called
+ ``blocking2.0`` that shows up on all bugs in
+ your product.
+ It shows up on the ``Show Bug`` screen
+ as the text ``blocking2.0`` with a drop-down box next
+ to it. The drop-down box contains four values: an empty space,
+ ``?``, ``-``, and ``+``.
+
+#. The developer sets the flag to ``?``.
+
+#. The manager sees the ``blocking2.0``
+ flag with a ``?`` value.
+
+#. If the manager thinks the feature should go into the product
+ before version 2.0 can be released, he sets the flag to
+ ``+``. Otherwise, he sets it to ``-``.
+
+#. Now, every Bugzilla user who looks at the bug knows whether or
+ not the bug needs to be fixed before release of version 2.0.
+
+.. _flags-about:
+
+About Flags
+===========
+
+.. _flag-values:
+
+Values
+------
+
+Flags can have three values:
+
+``?``
+ A user is requesting that a status be set. (Think of it as 'A question is being asked'.)
+
+``-``
+ The status has been set negatively. (The question has been answered ``no``.)
+
+``+``
+ The status has been set positively.
+ (The question has been answered ``yes``.)
+
+Actually, there's a fourth value a flag can have --
+``unset`` -- which shows up as a blank space. This
+just means that nobody has expressed an opinion (or asked
+someone else to express an opinion) about this bug or attachment.
+
+.. _flag-askto:
+
+Using flag requests
+===================
+
+If a flag has been defined as 'requestable', and a user has enough privileges
+to request it (see below), the user can set the flag's status to ``?``.
+This status indicates that someone (a.k.a. ``the requester``) is asking
+someone else to set the flag to either ``+`` or ``-``.
+
+If a flag has been defined as 'specifically requestable',
+a text box will appear next to the flag into which the requester may
+enter a Bugzilla username. That named person (a.k.a. ``the requestee``)
+will receive an email notifying them of the request, and pointing them
+to the bug/attachment in question.
+
+If a flag has *not* been defined as 'specifically requestable',
+then no such text-box will appear. A request to set this flag cannot be made of
+any specific individual, but must be asked ``to the wind``.
+A requester may ``ask the wind`` on any flag simply by leaving the text-box blank.
+
+.. _flag-types:
+
+Two Types of Flags
+==================
+
+Flags can go in two places: on an attachment, or on a bug.
+
+.. _flag-type-attachment:
+
+Attachment Flags
+----------------
+
+Attachment flags are used to ask a question about a specific
+attachment on a bug.
+
+Many Bugzilla installations use this to
+request that one developer ``review`` another
+developer's code before they check it in. They attach the code to
+a bug report, and then set a flag on that attachment called
+``review`` to
+``review?boss@domain.com``.
+boss@domain.com is then notified by email that
+he has to check out that attachment and approve it or deny it.
+
+For a Bugzilla user, attachment flags show up in three places:
+
+#. On the list of attachments in the ``Show Bug``
+ screen, you can see the current state of any flags that
+ have been set to ?, +, or -. You can see who asked about
+ the flag (the requester), and who is being asked (the
+ requestee).
+
+#. When you ``Edit`` an attachment, you can
+ see any settable flag, along with any flags that have
+ already been set. This ``Edit Attachment``
+ screen is where you set flags to ?, -, +, or unset them.
+
+#. Requests are listed in the ``Request Queue``, which
+ is accessible from the ``My Requests`` link (if you are
+ logged in) or ``Requests`` link (if you are logged out)
+ visible in the footer of all pages.
+
+.. _flag-type-bug:
+
+Bug Flags
+---------
+
+Bug flags are used to set a status on the bug itself. You can
+see Bug Flags in the ``Show Bug`` and ``Requests``
+screens, as described above.
+
+Only users with enough privileges (see below) may set flags on bugs.
+This doesn't necessarily include the assignee, reporter, or users with the
+``editbugs`` permission.
+
+.. _flags-admin:
+
+Administering Flags
+===================
+
+If you have the ``editcomponents`` permission, you can
+edit Flag Types from the main administration page. Clicking the
+``Flags`` link will bring you to the ``Administer
+Flag Types`` page. Here, you can select whether you want
+to create (or edit) a Bug flag, or an Attachment flag.
+
+No matter which you choose, the interface is the same, so we'll
+just go over it once.
+
+.. _flags-edit:
+
+Editing a Flag
+--------------
+
+To edit a flag's properties, just click the flag's name.
+That will take you to the same
+form as described below (:ref:`flags-create`).
+
+.. _flags-create:
+
+Creating a Flag
+---------------
+
+When you click on the ``Create a Flag Type for...``
+link, you will be presented with a form. Here is what the fields in
+the form mean:
+
+.. _flags-create-field-name:
+
+Name
+~~~~
+
+This is the name of the flag. This will be displayed
+to Bugzilla users who are looking at or setting the flag.
+The name may contain any valid Unicode characters except commas
+and spaces.
+
+.. _flags-create-field-description:
+
+Description
+~~~~~~~~~~~
+
+The description describes the flag in more detail. It is visible
+in a tooltip when hovering over a flag either in the ``Show Bug``
+or ``Edit Attachment`` pages. This field can be as
+long as you like, and can contain any character you want.
+
+.. _flags-create-field-category:
+
+Category
+~~~~~~~~
+
+Default behaviour for a newly-created flag is to appear on
+products and all components, which is why ``__Any__:__Any__``
+is already entered in the ``Inclusions`` box.
+If this is not your desired behaviour, you must either set some
+exclusions (for products on which you don't want the flag to appear),
+or you must remove ``__Any__:__Any__`` from the Inclusions box
+and define products/components specifically for this flag.
+
+To create an Inclusion, select a Product from the top drop-down box.
+You may also select a specific component from the bottom drop-down box.
+(Setting ``__Any__`` for Product translates to,
+``all the products in this Bugzilla``.
+Selecting ``__Any__`` in the Component field means
+``all components in the selected product.``)
+Selections made, press ``Include``, and your
+Product/Component pairing will show up in the ``Inclusions`` box on the right.
+
+To create an Exclusion, the process is the same; select a Product from the
+top drop-down box, select a specific component if you want one, and press
+``Exclude``. The Product/Component pairing will show up in the
+``Exclusions`` box on the right.
+
+This flag *will* and *can* be set for any
+products/components that appearing in the ``Inclusions`` box
+(or which fall under the appropriate ``__Any__``).
+This flag *will not* appear (and therefore cannot be set) on
+any products appearing in the ``Exclusions`` box.
+*IMPORTANT: Exclusions override inclusions.*
+
+You may select a Product without selecting a specific Component,
+but you can't select a Component without a Product, or to select a
+Component that does not belong to the named Product. If you do so,
+Bugzilla will display an error message, even if all your products
+have a component by that name.
+
+*Example:* Let's say you have a product called
+``Jet Plane`` that has thousands of components. You want
+to be able to ask if a problem should be fixed in the next model of
+plane you release. We'll call the flag ``fixInNext``.
+But, there's one component in ``Jet Plane,``
+called ``Pilot.`` It doesn't make sense to release a
+new pilot, so you don't want to have the flag show up in that component.
+So, you include ``Jet Plane:__Any__`` and you exclude
+``Jet Plane:Pilot``.
+
+.. _flags-create-field-sortkey:
+
+Sort Key
+~~~~~~~~
+
+Flags normally show up in alphabetical order. If you want them to
+show up in a different order, you can use this key set the order on each flag.
+Flags with a lower sort key will appear before flags with a higher
+sort key. Flags that have the same sort key will be sorted alphabetically,
+but they will still be after flags with a lower sort key, and before flags
+with a higher sort key.
+
+*Example:* I have AFlag (Sort Key 100), BFlag (Sort Key 10),
+CFlag (Sort Key 10), and DFlag (Sort Key 1). These show up in
+the order: DFlag, BFlag, CFlag, AFlag.
+
+.. _flags-create-field-active:
+
+Active
+~~~~~~
+
+Sometimes, you might want to keep old flag information in the
+Bugzilla database, but stop users from setting any new flags of this type.
+To do this, uncheck ``active``. Deactivated
+flags will still show up in the UI if they are ?, +, or -, but they
+may only be cleared (unset), and cannot be changed to a new value.
+Once a deactivated flag is cleared, it will completely disappear from a
+bug/attachment, and cannot be set again.
+
+.. _flags-create-field-requestable:
+
+Requestable
+~~~~~~~~~~~
+
+New flags are, by default, ``requestable``, meaning that they
+offer users the ``?`` option, as well as ``+``
+and ``-``.
+To remove the ? option, uncheck ``requestable``.
+
+.. _flags-create-field-specific:
+
+Specifically Requestable
+~~~~~~~~~~~~~~~~~~~~~~~~
+
+By default this box is checked for new flags, meaning that users may make
+flag requests of specific individuals. Unchecking this box will remove the
+text box next to a flag; if it is still requestable, then requests may
+only be made ``to the wind.`` Removing this after specific
+requests have been made will not remove those requests; that data will
+stay in the database (though it will no longer appear to the user).
+
+.. _flags-create-field-multiplicable:
+
+Multiplicable
+~~~~~~~~~~~~~
+
+Any flag with ``Multiplicable`` set (default for new flags is 'on')
+may be set more than once. After being set once, an unset flag
+of the same type will appear below it with ``addl.`` (short for
+``additional``) before the name. There is no limit to the number of
+times a Multiplicable flags may be set on the same bug/attachment.
+
+.. _flags-create-field-cclist:
+
+CC List
+~~~~~~~
+
+If you want certain users to be notified every time this flag is
+set to ?, -, +, or unset, add them here. This is a comma-separated
+list of email addresses that need not be restricted to Bugzilla usernames.
+
+.. _flags-create-grant-group:
+
+Grant Group
+~~~~~~~~~~~
+
+When this field is set to some given group, only users in the group
+can set the flag to ``+`` and ``-``. This
+field does not affect who can request or cancel the flag. For that,
+see the ``Request Group`` field below. If this field
+is left blank, all users can set or delete this flag. This field is
+useful for restricting which users can approve or reject requests.
+
+.. _flags-create-request-group:
+
+Request Group
+~~~~~~~~~~~~~
+
+When this field is set to some given group, only users in the group
+can request or cancel this flag. Note that this field has no effect
+if the ``grant group`` field is empty. You can set the
+value of this field to a different group, but both fields have to be
+set to a group for this field to have an effect.
+
+.. COMMENT: flags-create
+
+.. _flags-delete:
+
+Deleting a Flag
+---------------
+
+When you are at the ``Administer Flag Types`` screen,
+you will be presented with a list of Bug flags and a list of Attachment
+Flags.
+
+To delete a flag, click on the ``Delete`` link next to
+the flag description.
+
+.. warning:: Once you delete a flag, it is *gone* from
+ your Bugzilla. All the data for that flag will be deleted.
+ Everywhere that flag was set, it will disappear,
+ and you cannot get that data back. If you want to keep flag data,
+ but don't want anybody to set any new flags or change current flags,
+ unset ``active`` in the flag Edit form.
+
+.. COMMENT: flags-admin
+
+.. COMMENT: XXX We should add a "Uses of Flags" section, here, with examples.
+
+.. COMMENT: flags
+
+.. _groups:
+
+Groups and Security
+###################
+
+Groups allow for separating bugs into logical divisions.
+Groups are typically used
+to isolate bugs that should only be seen by certain people. For
+example, a company might create a different group for each one of its customers
+or partners. Group permissions could be set so that each partner or customer would
+only have access to their own bugs. Or, groups might be used to create
+variable access controls for different departments within an organization.
+Another common use of groups is to associate groups with products,
+creating isolation and access control on a per-product basis.
+
+Groups and group behaviors are controlled in several places:
+
+#. The group configuration page. To view or edit existing groups, or to
+ create new groups, access the "Groups" link from the "Administration"
+ page. This section of the manual deals primarily with the aspect of
+ group controls accessed on this page.
+
+#. Global configuration parameters. Bugzilla has several parameters
+ that control the overall default group behavior and restriction
+ levels. For more information on the parameters that control
+ group behavior globally, see :ref:`param-group-security`.
+
+#. Product association with groups. Most of the functionality of groups
+ and group security is controlled at the product level. Some aspects
+ of group access controls for products are discussed in this section,
+ but for more detail see :ref:`product-group-controls`.
+
+#. Group access for users. See :ref:`users-and-groups` for
+ details on how users are assigned group access.
+
+Group permissions are such that if a bug belongs to a group, only members
+of that group can see the bug. If a bug is in more than one group, only
+members of *all* the groups that the bug is in can see
+the bug. For information on granting read-only access to certain people and
+full edit access to others, see :ref:`product-group-controls`.
+
+.. note:: 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 ``Users in the roles selected below...``
+ and un-checking the box next to either 'Reporter' or 'CC List' (or both).
+
+.. _create-groups:
+
+Creating Groups
+===============
+
+To create a new group, follow the steps below:
+
+#. Select the ``Administration`` link in the page footer,
+ and then select the ``Groups`` link from the
+ Administration page.
+
+#. A table of all the existing groups is displayed. Below the table is a
+ description of all the fields. To create a new group, select the
+ ``Add Group`` link under the table of existing groups.
+
+#. There are five fields to fill out. These fields are documented below
+ the form. Choose a name and description for the group. Decide whether
+ this group should be used for bugs (in all likelihood this should be
+ selected). Optionally, choose a regular expression that will
+ automatically add any matching users to the group, and choose an
+ icon that will help identify user comments for the group. The regular
+ expression can be useful, for example, to automatically put all users
+ from the same company into one group (if the group is for a specific
+ customer or partner).
+
+ .. note:: If ``User RegExp`` is filled out, 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. If their email address changes
+ and no longer matches the regular expression, they will be removed
+ from the group. Versions 2.16 and older of Bugzilla did not automatically
+ remove users who's email addresses no longer matched the RegExp.
+
+ .. warning:: If specifying a domain in the regular expression, end
+ the regexp with a "$". Otherwise, when granting access to
+ "@mycompany\\.com", access will also be granted to
+ 'badperson@mycompany.com.cracker.net'. Use the syntax,
+ '@mycompany\\.com$' for the regular expression.
+
+#. After the new group is created, it can be edited for additional options.
+ The "Edit Group" page allows for specifying other groups that should be included
+ in this group and which groups should be permitted to add and delete
+ users from this group. For more details, see :ref:`edit-groups`.
+
+.. _edit-groups:
+
+Editing Groups and Assigning Group Permissions
+==============================================
+
+To access the "Edit Groups" page, select the
+``Administration`` link in the page footer,
+and then select the ``Groups`` link from the Administration page.
+A table of all the existing groups is displayed. Click on a group name
+you wish to edit or control permissions for.
+
+The "Edit Groups" page contains the same five fields present when
+creating a new group. Below that are two additional sections, "Group
+Permissions," and "Mass Remove". The "Mass Remove" option simply removes
+all users from the group who match the regular expression entered. The
+"Group Permissions" section requires further explanation.
+
+The "Group Permissions" section on the "Edit Groups" page contains four sets
+of permissions that control the relationship of this group to other
+groups. If the 'usevisibilitygroups' parameter is in use (see
+:ref:`parameters`) two additional sets of permissions are displayed.
+Each set consists of two select boxes. On the left, a select box
+with a list of all existing groups. On the right, a select box listing
+all groups currently selected for this permission setting (this box will
+be empty for new groups). The way these controls allow groups to relate
+to one another is called *inheritance*.
+Each of the six permissions is described below.
+
+*Groups That Are a Member of This Group*
+ Members of any groups selected here will automatically have
+ membership in this group. In other words, members of any selected
+ group will inherit membership in this group.
+
+*Groups That This Group Is a Member Of*
+ Members of this group will inherit membership to any group
+ selected here. For example, suppose the group being edited is
+ an Admin group. If there are two products (Product1 and Product2)
+ and each product has its
+ own group (Group1 and Group2), and the Admin group
+ should have access to both products,
+ simply select both Group1 and Group2 here.
+
+*Groups That Can Grant Membership in This Group*
+ The members of any group selected here will be able add users
+ to this group, even if they themselves are not in this group.
+
+*Groups That This Group Can Grant Membership In*
+ Members of this group can add users to any group selected here,
+ even if they themselves are not in the selected groups.
+
+*Groups That Can See This Group*
+ Members of any selected group can see the users in this group.
+ This setting is only visible if the 'usevisibilitygroups' parameter
+ is enabled on the Bugzilla Configuration page. See
+ :ref:`parameters` for information on configuring Bugzilla.
+
+*Groups That This Group Can See*
+ Members of this group can see members in any of the selected groups.
+ This setting is only visible if the 'usevisibilitygroups' parameter
+ is enabled on the the Bugzilla Configuration page. See
+ :ref:`parameters` for information on configuring Bugzilla.
+
+.. _users-and-groups:
+
+Assigning Users to Groups
+=========================
+
+A User can become a member of a group in several ways:
+
+#. The user can be explicitly placed in the group by editing
+ the user's profile. This can be done by accessing the "Users" page
+ from the "Administration" page. Use the search form to find the user
+ you want to edit group membership for, and click on their email
+ address in the search results to edit their profile. The profile
+ page lists all the groups, and indicates if the user is a member of
+ the group either directly or indirectly. More information on indirect
+ group membership is below. For more details on User administration,
+ see :ref:`useradmin`.
+
+#. The group can include another group of which the user is
+ a member. This is indicated by square brackets around the checkbox
+ next to the group name in the user's profile.
+ See :ref:`edit-groups` for details on group inheritance.
+
+#. The user's email address can match the regular expression
+ that has been specified to automatically grant membership to
+ the group. This is indicated by "\*" around the check box by the
+ group name in the user's profile.
+ See :ref:`create-groups` for details on
+ the regular expression option when creating groups.
+
+Assigning Group Controls to Products
+====================================
+
+The primary functionality of groups is derived from the relationship of
+groups to products. The concepts around segregating access to bugs with
+product group controls can be confusing. For details and examples on this
+topic, see :ref:`product-group-controls`.
+
+.. _keywords:
+
+Keywords
+########
+
+The administrator can define keywords which can be used to tag and
+categorise bugs. For example, the keyword "regression" is commonly used.
+A company might have a policy stating all regressions
+must be fixed by the next release - this keyword can make tracking those
+bugs much easier.
+
+Keywords are global, rather than per-product. If the administrator changes
+a keyword currently applied to any bugs, the keyword cache must be rebuilt
+using the :ref:`sanitycheck` script. Currently keywords cannot
+be marked obsolete to prevent future usage.
+
+Keywords can be created, edited or deleted by clicking the "Keywords"
+link in the admin page. There are two fields for each keyword - the keyword
+itself and a brief description. Once created, keywords can be selected
+and applied to individual bugs in that bug's "Details" section.
+
+.. _parameters:
+
+Parameters
+##########
+
+Bugzilla is configured by changing various parameters, accessed
+from the "Parameters" link in the Administration page (the
+Administration page can be found by clicking the "Administration"
+link in the footer). The parameters are divided into several categories,
+accessed via the menu on the left. Following is a description of the
+different categories and important parameters within those categories.
+
+.. _param-requiredsettings:
+
+Required Settings
+=================
+
+The core required parameters for any Bugzilla installation are set
+here. These parameters must be set before a new Bugzilla installation
+can be used. Administrators should review this list before
+deploying a new Bugzilla installation.
+
+maintainer
+ Email address of the person
+ responsible for maintaining this Bugzilla installation.
+ The address need not be that of a valid Bugzilla account.
+
+urlbase
+ Defines the fully qualified domain name and web
+ server path to this Bugzilla installation.
+ For example, if the Bugzilla query page is
+ :file:`http://www.foo.com/bugzilla/query.cgi`,
+ the ``urlbase`` should be set
+ to :file:`http://www.foo.com/bugzilla/`.
+
+docs_urlbase
+ Defines path to the Bugzilla documentation. This can be a fully
+ qualified domain name, or a path relative to "urlbase".
+ For example, if the "Bugzilla Configuration" page
+ of the documentation is
+ :file:`http://www.foo.com/bugzilla/docs/html/parameters.html`,
+ set the ``docs_urlbase``
+ to :file:`http://www.foo.com/bugzilla/docs/html/`.
+
+sslbase
+ Defines the fully qualified domain name and web
+ server path for HTTPS (SSL) connections to this Bugzilla installation.
+ For example, if the Bugzilla main page is
+ :file:`https://www.foo.com/bugzilla/index.cgi`,
+ the ``sslbase`` should be set
+ to :file:`https://www.foo.com/bugzilla/`.
+
+ssl_redirect
+ If enabled, Bugzilla will force HTTPS (SSL) connections, by
+ automatically redirecting any users who try to use a non-SSL
+ connection.
+
+cookiedomain
+ Defines the domain for Bugzilla cookies. This is typically left blank.
+ If there are multiple hostnames that point to the same webserver, which
+ require the same cookie, then this parameter can be utilized. For
+ example, If your website is at
+ :file:`https://www.foo.com/`, setting this to
+ :file:`.foo.com/` will also allow
+ :file:`bar.foo.com/` to access Bugzilla cookies.
+
+cookiepath
+ Defines a path, relative to the web server root, that Bugzilla
+ cookies will be restricted to. For example, if the
+ :command:`urlbase` is set to
+ :file:`http://www.foo.com/bugzilla/`, the
+ :command:`cookiepath` should be set to
+ :file:`/bugzilla/`. Setting it to "/" will allow all sites
+ served by this web server or virtual host to read Bugzilla cookies.
+
+utf8
+ Determines whether to use UTF-8 (Unicode) encoding for all text in
+ Bugzilla. New installations should set this to true to avoid character
+ encoding problems. Existing databases should set this to true only
+ after the data has been converted from existing legacy character
+ encoding to UTF-8, using the
+ :file:`contrib/recode.pl` script.
+
+ .. note:: If you turn this parameter from "off" to "on", you must
+ re-run :file:`checksetup.pl` immediately afterward.
+
+shutdownhtml
+ If there is any text in this field, this Bugzilla installation will
+ be completely disabled and this text will appear instead of all
+ Bugzilla pages for all users, including Admins. Used in the event
+ of site maintenance or outage situations.
+
+ .. note:: Although regular log-in capability is disabled
+ while :command:`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 :file:`editparams.cgi` (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).
+
+announcehtml
+ Any text in this field will be displayed at the top of every HTML
+ page in this Bugzilla installation. The text is not wrapped in any
+ tags. For best results, wrap the text in a ``<div>``
+ tag. Any style attributes from the CSS can be applied. For example,
+ to make the text green inside of a red box, add ``id=message``
+ to the ``<div>`` tag.
+
+proxy_url
+ If this Bugzilla installation is behind a proxy, enter the proxy
+ information here to enable Bugzilla to access the Internet. Bugzilla
+ requires Internet access to utilize the
+ :command:`upgrade_notification` parameter (below). If the
+ proxy requires authentication, use the syntax:
+ :file:`http://user:pass@proxy_url/`.
+
+upgrade_notification
+ Enable or disable a notification on the homepage of this Bugzilla
+ installation when a newer version of Bugzilla is available. This
+ notification is only visible to administrators. Choose "disabled",
+ to turn off the notification. Otherwise, choose which version of
+ Bugzilla you want to be notified about: "development_snapshot" is the
+ latest release on the trunk; "latest_stable_release" is the most
+ recent release available on the most recent stable branch;
+ "stable_branch_release" the most recent release on the branch
+ this installation is based on.
+
+.. _param-admin-policies:
+
+Administrative Policies
+=======================
+
+This page contains parameters for basic administrative functions.
+Options include whether to allow the deletion of bugs and users,
+and whether to allow users to change their email address.
+
+.. _param-user-authentication:
+
+User Authentication
+===================
+
+This page contains the settings that control how this Bugzilla
+installation will do its authentication. Choose what authentication
+mechanism to use (the Bugzilla database, or an external source such
+as LDAP), and set basic behavioral parameters. For example, choose
+whether to require users to login to browse bugs, the management
+of authentication cookies, and the regular expression used to
+validate email addresses. Some parameters are highlighted below.
+
+emailregexp
+ Defines the regular expression used to validate email addresses
+ used for login names. The default attempts to match fully
+ qualified email addresses (i.e. 'user@example.com') in a slightly
+ more restrictive way than what is allowed in RFC 2822.
+ Some Bugzilla installations allow only local user names (i.e 'user'
+ instead of 'user@example.com'). In that case, this parameter
+ should be used to define the email domain.
+
+emailsuffix
+ This string is appended to login names when actually sending
+ email to a user. For example,
+ If :command:`emailregexp` has been set to allow
+ local usernames,
+ then this parameter would contain the email domain for all users
+ (i.e. '@example.com').
+
+.. _param-attachments:
+
+Attachments
+===========
+
+This page allows for setting restrictions and other parameters
+regarding attachments to bugs. For example, control size limitations
+and whether to allow pointing to external files via a URI.
+
+.. _param-bug-change-policies:
+
+Bug Change Policies
+===================
+
+Set policy on default behavior for bug change events. For example,
+choose which status to set a bug to when it is marked as a duplicate,
+and choose whether to allow bug reporters to set the priority or
+target milestone. Also allows for configuration of what changes
+should require the user to make a comment, described below.
+
+commenton*
+ 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.
+ 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.
+
+ .. note:: 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!)
+
+noresolveonopenblockers
+ This option will prevent users from resolving bugs as FIXED if
+ they have unresolved dependencies. Only the FIXED resolution
+ is affected. Users will be still able to resolve bugs to
+ resolutions other than FIXED if they have unresolved dependent
+ bugs.
+
+.. _param-bugfields:
+
+Bug Fields
+==========
+
+The parameters in this section determine the default settings of
+several Bugzilla fields for new bugs, and also control whether
+certain fields are used. For example, choose whether to use the
+"target milestone" field or the "status whiteboard" field.
+
+useqacontact
+ This allows you to define an email address for each component,
+ in addition to that of the default assignee, who will be sent
+ carbon copies of incoming bugs.
+
+usestatuswhiteboard
+ 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.
+
+.. _param-bugmoving:
+
+Bug Moving
+==========
+
+This page controls whether this Bugzilla installation allows certain
+users to move bugs to an external database. If bug moving is enabled,
+there are a number of parameters that control bug moving behaviors.
+For example, choose which users are allowed to move bugs, the location
+of the external database, and the default product and component that
+bugs moved *from* other bug databases to this
+Bugzilla installation are assigned to.
+
+.. _param-dependency-graphs:
+
+Dependency Graphs
+=================
+
+This page has one parameter that sets the location of a Web Dot
+server, or of the Web Dot binary on the local system, that is used
+to generate dependency graphs. Web Dot is a CGI program that creates
+images from :file:`.dot` graphic description files. If
+no Web Dot server or binary is specified, then dependency graphs will
+be disabled.
+
+.. _param-group-security:
+
+Group Security
+==============
+
+Bugzilla allows for the creation of different groups, with the
+ability to restrict the visibility of bugs in a group to a set of
+specific users. Specific products can also be associated with
+groups, and users restricted to only see products in their groups.
+Several parameters are described in more detail below. Most of the
+configuration of groups and their relationship to products is done
+on the "Groups" and "Product" pages of the "Administration" area.
+The options on this page control global default behavior.
+For more information on Groups and Group Security, see
+:ref:`groups`
+
+makeproductgroups
+ Determines whether or not to automatically create groups
+ when new products are created. If this is on, the groups will be
+ used for querying bugs.
+
+usevisibilitygroups
+ If selected, user visibility will be restricted to members of
+ groups, as selected in the group configuration settings.
+ Each user-defined group can be allowed to see members of selected
+ other groups.
+ For details on configuring groups (including the visibility
+ restrictions) see :ref:`edit-groups`.
+
+querysharegroup
+ The name of the group of users who are allowed to share saved
+ searches with one another. For more information on using
+ saved searches, see :ref:`savedsearches`.
+
+.. _bzldap:
+
+LDAP Authentication
+===================
+
+LDAP authentication is a module for Bugzilla's plugin
+authentication architecture. This page contains all the parameters
+necessary to configure Bugzilla for use with LDAP authentication.
+
+The existing authentication
+scheme for Bugzilla uses email addresses as the primary user ID, and a
+password to authenticate that user. All places within Bugzilla that
+require a user ID (e.g assigning a bug) use the email
+address. The LDAP authentication builds on top of this scheme, rather
+than replacing it. The initial log-in is done with a username and
+password for the LDAP directory. Bugzilla tries to bind to LDAP using
+those credentials and, if successful, tries to map this account to a
+Bugzilla account. If an LDAP mail attribute is defined, the value of this
+attribute is used, otherwise the "emailsuffix" parameter is appended to LDAP
+username to form a full email address. If an account for this address
+already exists in the Bugzilla installation, it will log in to that account.
+If no account for that email address exists, one is created at the time
+of login. (In this case, Bugzilla will attempt to use the "displayName"
+or "cn" attribute to determine the user's full name.) After
+authentication, all other user-related tasks are still handled by email
+address, not LDAP username. For example, bugs are still assigned by
+email address and users are still queried by email address.
+
+.. warning:: Because the Bugzilla account is not created until the first time
+ a user logs in, a user who has not yet logged is unknown to Bugzilla.
+ This means they cannot be used as an assignee or QA contact (default or
+ otherwise), added to any CC list, or any other such operation. One
+ possible workaround is the :file:`bugzilla_ldapsync.rb`
+ script in the :file:`contrib`
+ directory. Another possible solution is fixing
+ `bug
+ 201069 <https://bugzilla.mozilla.org/show_bug.cgi?id=201069>`_.
+
+Parameters required to use LDAP Authentication:
+
+user_verify_class
+ If you want to list ``LDAP`` here,
+ make sure to have set up the other parameters listed below.
+ Unless you have other (working) authentication methods listed as
+ well, you may otherwise not be able to log back in to Bugzilla once
+ you log out.
+ If this happens to you, you will need to manually edit
+ :file:`data/params` and set user_verify_class to
+ ``DB``.
+
+LDAPserver
+ This parameter should be set to the name (and optionally the
+ port) of your LDAP server. If no port is specified, it assumes
+ the default LDAP port of 389.
+ For example: ``ldap.company.com``
+ or ``ldap.company.com:3268``
+ You can also specify a LDAP URI, so as to use other
+ protocols, such as LDAPS or LDAPI. If port was not specified in
+ the URI, the default is either 389 or 636 for 'LDAP' and 'LDAPS'
+ schemes respectively.
+
+ .. note:: In order to use SSL with LDAP, specify a URI with "ldaps://".
+ This will force the use of SSL over port 636.
+ For example, normal LDAP:
+ ``ldap://ldap.company.com``, LDAP over SSL:
+ ``ldaps://ldap.company.com`` or LDAP over a UNIX
+ domain socket ``ldapi://%2fvar%2flib%2fldap_sock``.
+
+LDAPbinddn \[Optional]
+ Some LDAP servers will not allow an anonymous bind to search
+ the directory. If this is the case with your configuration you
+ should set the LDAPbinddn parameter to the user account Bugzilla
+ should use instead of the anonymous bind.
+ Ex. ``cn=default,cn=user:password``
+
+LDAPBaseDN
+ The LDAPBaseDN parameter should be set to the location in
+ your LDAP tree that you would like to search for email addresses.
+ Your uids should be unique under the DN specified here.
+ Ex. ``ou=People,o=Company``
+
+LDAPuidattribute
+ The LDAPuidattribute parameter should be set to the attribute
+ which contains the unique UID of your users. The value retrieved
+ from this attribute will be used when attempting to bind as the
+ user to confirm their password.
+ Ex. ``uid``
+
+LDAPmailattribute
+ The LDAPmailattribute parameter should be the name of the
+ attribute which contains the email address your users will enter
+ into the Bugzilla login boxes.
+ Ex. ``mail``
+
+.. _bzradius:
+
+RADIUS Authentication
+=====================
+
+RADIUS authentication is a module for Bugzilla's plugin
+authentication architecture. This page contains all the parameters
+necessary for configuring Bugzilla to use RADIUS authentication.
+
+.. note:: Most caveats that apply to LDAP authentication apply to RADIUS
+ authentication as well. See :ref:`bzldap` for details.
+
+Parameters required to use RADIUS Authentication:
+
+user_verify_class
+ If you want to list ``RADIUS`` here,
+ make sure to have set up the other parameters listed below.
+ Unless you have other (working) authentication methods listed as
+ well, you may otherwise not be able to log back in to Bugzilla once
+ you log out.
+ If this happens to you, you will need to manually edit
+ :file:`data/params` and set user_verify_class to
+ ``DB``.
+
+RADIUS_server
+ This parameter should be set to the name (and optionally the
+ port) of your RADIUS server.
+
+RADIUS_secret
+ This parameter should be set to the RADIUS server's secret.
+
+RADIUS_email_suffix
+ Bugzilla needs an e-mail address for each user account.
+ Therefore, it needs to determine the e-mail address corresponding
+ to a RADIUS user.
+ Bugzilla offers only a simple way to do this: it can concatenate
+ a suffix to the RADIUS user name to convert it into an e-mail
+ address.
+ You can specify this suffix in the RADIUS_email_suffix parameter.
+ If this simple solution does not work for you, you'll
+ probably need to modify
+ :file:`Bugzilla/Auth/Verify/RADIUS.pm` to match your
+ requirements.
+
+.. _param-email:
+
+Email
+=====
+
+This page contains all of the parameters for configuring how
+Bugzilla deals with the email notifications it sends. See below
+for a summary of important options.
+
+mail_delivery_method
+ This is used to specify how email is sent, or if it is sent at
+ all. There are several options included for different MTAs,
+ along with two additional options that disable email sending.
+ "Test" does not send mail, but instead saves it in
+ :file:`data/mailer.testfile` for later review.
+ "None" disables email sending entirely.
+
+mailfrom
+ This is the email address that will appear in the "From" field
+ of all emails sent by this Bugzilla installation. Some email
+ servers require mail to be from a valid email address, therefore
+ it is recommended to choose a valid email address here.
+
+smtpserver
+ This is the SMTP server address, if the ``mail_delivery_method``
+ parameter is set to SMTP. Use "localhost" if you have a local MTA
+ running, otherwise use a remote SMTP server. Append ":" and the port
+ number, if a non-default port is needed.
+
+smtp_username
+ Username to use for SASL authentication to the SMTP server. Leave
+ this parameter empty if your server does not require authentication.
+
+smtp_password
+ Password to use for SASL authentication to the SMTP server. This
+ parameter will be ignored if the ``smtp_username``
+ parameter is left empty.
+
+smtp_ssl
+ Enable SSL support for connection to the SMTP server.
+
+smtp_debug
+ This parameter allows you to enable detailed debugging output.
+ Log messages are printed the web server's error log.
+
+whinedays
+ Set this to the number of days you want to let bugs go
+ in the CONFIRMED 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).
+
+globalwatcher
+ This allows you to define specific users who will
+ receive notification each time a new bug in entered, or when
+ an existing bug changes, according to the normal groupset
+ permissions. It may be useful for sending notifications to a
+ mailing-list, for instance.
+
+.. _param-patchviewer:
+
+Patch Viewer
+============
+
+This page contains configuration parameters for the CVS server,
+Bonsai server and LXR server that Bugzilla will use to enable the
+features of the Patch Viewer. Bonsai is a tool that enables queries
+to a CVS tree. LXR is a tool that can cross reference and index source
+code.
+
+.. _param-querydefaults:
+
+Query Defaults
+==============
+
+This page controls the default behavior of Bugzilla in regards to
+several aspects of querying bugs. Options include what the default
+query options are, what the "My Bugs" page returns, whether users
+can freely add bugs to the quip list, and how many duplicate bugs are
+needed to add a bug to the "most frequently reported" list.
+
+.. _param-shadowdatabase:
+
+Shadow Database
+===============
+
+This page controls whether a shadow database is used, and all the
+parameters associated with the shadow database. Versions of Bugzilla
+prior to 3.2 used the MyISAM table type, which supports
+only table-level write locking. With MyISAM, any time someone is making a change to
+a bug, the entire table is locked until the write operation is complete.
+Locking for write also blocks reads until the write is complete.
+
+The ``shadowdb`` 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.
+
+.. note:: As of version 3.2, Bugzilla no longer uses the MyISAM table type.
+ Instead, InnoDB is used, which can do transaction-based locking.
+ Therefore, the limitations the Shadow Database feature was designed
+ to workaround no longer exist.
+
+.. _admin-usermatching:
+
+User Matching
+=============
+
+The settings on this page control how users are selected and queried
+when adding a user to a bug. For example, users need to be selected
+when choosing who the bug is assigned to, adding to the CC list or
+selecting a QA contact. With the "usemenuforusers" parameter, it is
+possible to configure Bugzilla to
+display a list of users in the fields instead of an empty text field.
+This should only be used in Bugzilla installations with a small number
+of users. If users are selected via a text box, this page also
+contains parameters for how user names can be queried and matched
+when entered.
+
+Another setting called 'ajax_user_autocompletion' enables certain
+user fields to display a list of matched user names as a drop down after typing
+a few characters. Note that it is recommended to use mod_perl when
+enabling 'ajax_user_autocompletion'.
+.. _default-preferences:
+
+Default Preferences
+###################
+.. _users:
+
+Users
+#####
+
+.. _defaultuser:
+
+Creating the Default User
+=========================
+
+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.
+
+.. note:: If you wish to add more administrative users, add them to
+ the "admin" group and, optionally, edit the tweakparams, editusers,
+ creategroups, editcomponents, and editkeywords groups to add the
+ entire admin group to those groups (which is the case by default).
+
+.. _manageusers:
+
+Managing Other Users
+====================
+
+.. _user-account-search:
+
+Searching for existing users
+----------------------------
+
+If you have ``editusers`` privileges or if you are allowed
+to grant privileges for some groups, the ``Users`` link
+will appear in the Administration page.
+
+The first screen is a search form to search for existing user
+accounts. You can run searches based either on the user ID, real
+name or login name (i.e. the email address, or just the first part
+of the email address if the "emailsuffix" parameter is set).
+The search can be conducted
+in different ways using the listbox to the right of the text entry
+box. You can match by case-insensitive substring (the default),
+regular expression, a *reverse* regular expression
+match (which finds every user name which does NOT match the regular
+expression), or the exact string if you know exactly who you are
+looking for. The search can be restricted to users who are in a
+specific group. By default, the restriction is turned off.
+
+The search returns a list of
+users matching your criteria. User properties can be edited by clicking
+the login name. The Account History of a user can be viewed by clicking
+the "View" link in the Account History column. The Account History
+displays changes that have been made to the user account, the time of
+the change and the user who made the change. For example, the Account
+History page will display details of when a user was added or removed
+from a group.
+
+.. _createnewusers:
+
+Creating new users
+------------------
+
+.. _self-registration:
+
+Self-registration
+~~~~~~~~~~~~~~~~~
+
+By default, 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). If you want to disable
+this self-registration, or if you want to restrict who can create his
+own user account, you have to edit the ``createemailregexp``
+parameter in the ``Configuration`` page, see
+:ref:`parameters`.
+
+.. _user-account-creation:
+
+Accounts created by an administrator
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+Users with ``editusers`` privileges, such as administrators,
+can create user accounts for other users:
+
+#. After logging in, click the "Users" link at the footer of
+ the query page, and then click "Add a new user".
+
+#. Fill out the form presented. This page is self-explanatory.
+ When done, click "Submit".
+
+ .. note:: Adding a user this way will *not*
+ 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 ``New Account``
+ button to create users, as it will pre-populate all the
+ required fields and also notify the user of her account name
+ and password.
+
+.. _modifyusers:
+
+Modifying Users
+---------------
+
+Once you have found your user, you can change the following
+fields:
+
+- *Login Name*:
+ This is generally the user's full email address. However, if you
+ have are using the ``emailsuffix`` parameter, this may
+ just be the user's login name. Note that users can now change their
+ login names themselves (to any valid email address).
+
+- *Real Name*: The user's real name. Note that
+ Bugzilla does not require this to create an account.
+
+- *Password*:
+ 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.
+
+- *Bugmail Disabled*:
+ Mark this checkbox to disable bugmail and whinemail completely
+ for this account. This checkbox replaces the data/nomail file
+ which existed in older versions of Bugzilla.
+
+- *Disable Text*:
+ 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.
+ 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, simply check the
+ ``Bugmail Disabled`` checkbox above.
+
+ .. note:: Even users whose accounts have been disabled can still
+ submit bugs via the e-mail gateway, if one exists.
+ The e-mail gateway should *not* be
+ enabled for secure installations of Bugzilla.
+
+ .. warning:: Don't disable all the administrator accounts!
+
+- *<groupname>*:
+ 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. The first checkbox gives the
+ user the ability to add and remove other users as members of
+ this group. The second checkbox adds the user himself as a member
+ of the group.
+
+- *canconfirm*:
+ 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).
+
+- *creategroups*:
+ This option will allow a user to create and destroy groups in
+ Bugzilla.
+
+- *editbugs*:
+ 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.
+
+- *editcomponents*:
+ 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.
+
+- *editkeywords*:
+ 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.
+
+- *editusers*:
+ 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.
+
+- *tweakparams*:
+ This flag allows a user to change Bugzilla's Params
+ (using :file:`editparams.cgi`.)
+
+- *<productname>*:
+ This allows an administrator to specify the products
+ in which a user can see bugs. If you turn on the
+ ``makeproductgroups`` parameter in
+ the Group Security Panel in the Parameters page,
+ then Bugzilla creates one group per product (at the time you create
+ the product), and this group has exactly the same name as the
+ product itself. Note that for products that already exist when
+ the parameter is turned on, the corresponding group will not be
+ created. The user must still have the ``editbugs``
+ privilege to edit bugs in these products.
+
+.. _user-account-deletion:
+
+Deleting Users
+--------------
+
+If the ``allowuserdeletion`` parameter is turned on, see
+:ref:`parameters`, then you can also delete user accounts.
+Note that this is most of the time not the best thing to do. If only
+a warning in a yellow box is displayed, then the deletion is safe.
+If a warning is also displayed in a red box, then you should NOT try
+to delete the user account, else you will get referential integrity
+problems in your database, which can lead to unexpected behavior,
+such as bugs not appearing in bug lists anymore, or data displaying
+incorrectly. You have been warned!
+
+.. _impersonatingusers:
+
+Impersonating Users
+-------------------
+
+There may be times when an administrator would like to do something as
+another user. The :command:`sudo` feature may be used to do
+this.
+
+.. note:: To use the sudo feature, you must be in the
+ *bz_sudoers* group. By default, all
+ administrators are in this group.
+
+If you have access to this feature, you may start a session by
+going to the Edit Users page, Searching for a user and clicking on
+their login. You should see a link below their login name titled
+"Impersonate this user". Click on the link. This will take you
+to a page where you will see a description of the feature and
+instructions for using it. After reading the text, simply
+enter the login of the user you would like to impersonate, provide
+a short message explaining why you are doing this, and press the
+button.
+
+As long as you are using this feature, everything you do will be done
+as if you were logged in as the user you are impersonating.
+
+.. warning:: The user you are impersonating will not be told about what you are
+ doing. If you do anything that results in mail being sent, that
+ mail will appear to be from the user you are impersonating. You
+ should be extremely careful while using this feature.
+
+.. _versions-and-milestones:
+
+Versions and Milestones
+#######################
+
+.. _whining:
+
+Whining
+#######
+
+XXX Link to the bit of the docs about setting up the cron job
+
+XXX Explain about admin interface to whines here
+.. _workflow:
+
+Workflow
+########
+
+The bug status workflow is no longer hardcoded but can be freely customized
+from the web interface. Only one bug status cannot be renamed nor deleted,
+UNCONFIRMED, but the workflow involving it is free. The configuration
+page displays all existing bug statuses twice, first on the left for bug
+statuses we come from and on the top for bug statuses we move to.
+If the checkbox is checked, then the transition between the two bug statuses
+is legal, else it's forbidden independently of your privileges. The bug status
+used for the "duplicate_or_move_bug_status" parameter must be part of the
+workflow as that is the bug status which will be used when duplicating or
+moving a bug, so it must be available from each bug status.
+
+When the workflow is set, the "View Current Triggers" link below the table
+lets you set which transitions require a comment from the user.
+.. _existing-parameters:
+
Existing Parameters and Options
===============================
+You may find that Bugzilla already does what you want it to do, you just
+need to configure it correctly. Read the :ref:`administering` sections
+carefully to see if that's the case for you.
.. _extensions:
Extensions
-==========
+##########
One of the best ways to customize Bugzilla is by writing a Bugzilla
Extension. Bugzilla Extensions let you modify both the code and
users and ported forward to future versions of Bugzilla with minimal
effort.
-See the `Bugzilla Extension
-documentation <../html/api/Bugzilla/Extension.html>`_ for information on how to write an Extension.
-
+We maintain a
+`list of available extensions <https://wiki.mozilla.org/Bugzilla:Addons>`_
+on our wiki. You would need to
+make sure that the extension in question works with your version of Bugzilla.
=========
Bugzilla's templates can be localized, although it's a big job. If you have
-a localized set of templates for your version of Bugzilla, Bugzilla can also
-support multiple languages at once, with the user choosing which UI language
-they would prefer.
+a localized set of templates for your version of Bugzilla, Bugzilla can
+support multiple languages at once. In that case, Bugzilla honours the user's
+``Accept-Language`` HTTP header when deciding which language to serve.
+
+Many language templates can be obtained from
+`the localization section of the Bugzilla website
+<http://www.bugzilla.org/download.html#localizations>`_. Instructions
+for submitting new languages are also available from that location.
Templates
#########
-Administrators can 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.
-
-It's possible to have Bugzilla's UI language
-determined by the user's browser. More information is available in
-:ref:`template-http-accept`.
+Bugzilla uses a system of templates to define its user interface. Templates
+can be modified, replaced or overridden. This means that administrators can
+configure the look and feel of Bugzilla without having to edit Perl files or
+facing the nightmare of massive merge conflicts when they upgrade to a newer
+version in the future.
.. _template-directory:
The template directory structure starts with top level directory
named :file:`template`, which contains a directory
-for each installed localization. The next level defines the
-language used in the templates. Bugzilla comes with English
+for each installed localization. Bugzilla comes with English
templates, so the directory name is :file:`en`,
and we will discuss :file:`template/en` throughout
the documentation. Below :file:`template/en` is the
:file:`template/en/custom`. Templates in this
directory structure automatically override any identically-named
and identically-located templates in the
-:file:`default` directory.
-
-The :file:`custom` directory does not exist at first and must be created if
-you want to use it.
+:file:`template/en/default` directory. (The :file:`custom` directory does not
+exist by default and must be created if you want to use it.)
-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 Bzr method of upgrading and are going to make major
-changes, because it is guaranteed that the contents of this directory
+The second method of customization should be used if you 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.
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.
-
-.. note:: Regardless of which method you choose, it is recommended that
- you run :command:`./checksetup.pl` after
- editing any templates in the :file:`template/en/default`
- directory, and after creating or editing any templates in
- the :file:`custom` directory.
-
-.. warning:: It is *required* that you run :command:`./checksetup.pl` after
- creating a new
- template in the :file:`custom` directory. Failure
- to do so will raise an incomprehensible error message.
+stable release of Bugzilla, so you should be able to see them coming.
.. _template-edit:
How To Edit Templates
=====================
-.. note:: If you are making template changes that you intend on submitting back
- for inclusion in standard Bugzilla, you should read the relevant
+.. note:: 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
- `Developers'
- Guide <http://www.bugzilla.org/docs/developer.html>`_.
+ `Developers' Guide <http://www.bugzilla.org/docs/developer.html>`_.
-The syntax of the Template Toolkit language is beyond the scope of
+ XXX Is this still there?
+
+Bugzilla uses a templating system called Template Toolkit. The syntax of the
+TT 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
`Template Toolkit home
characters in URLs). If you forget, you may open up your installation
to cross-site scripting attacks.
-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``,
+XXXMOVE Editing templates is a good way of doing a 'poor man's custom
+fields'.
+For example, if you don't use the :guilabel:`Status Whiteboard`, but want to
+have a free-form text entry box for :guilabel:`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.
+.. note:: you should run :command:`./checksetup.pl` after
+ editing any templates. Failure to do so may mean your changes are
+ not picked up.
+
.. _template-formats:
Template Formats and Types
There are a few templates you may be particularly interested in
customizing for your installation.
-:command:`index.html.tmpl`:
-This is the Bugzilla front page.
-
-:command:`global/header.html.tmpl`:
-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.
-
-:command:`global/banner.html.tmpl`:
-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 customize 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.
-
-:command:`global/footer.html.tmpl`:
-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.
-
-:command:`global/variables.none.tmpl`:
-XXX Need to describe the use of this file
-
-:command:`list/table.html.tmpl`:
-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.
-
-:command:`bug/create/user-message.html.tmpl`:
-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.
-
-:command:`bug/process/midair.html.tmpl`:
-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.
-
-:command:`bug/create/create.html.tmpl` and
-:command:`bug/create/comment.txt.tmpl`:
-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.
-A hidden field that indicates the format should be added inside
-the form in order to make the template functional. Its value should
-be the suffix of the template filename. For example, if the file
-is called :file:`create-cust.html.tmpl`, then
-
-::
-
- <input type="hidden" name="format" value="cust">
-
-should be used inside the form.
-
-An example of this is the mozilla.org
-`guided
-bug submission form <http://landfill.bugzilla.org/bugzilla-tip/enter_bug.cgi?product=WorldControl;format=guided>`_. The code for this comes with the Bugzilla
-distribution as an example for you to copy. It can be found in the
-files
-:file:`create-guided.html.tmpl` and
-:file:`comment-guided.html.tmpl`.
-
-So to use this feature, create a custom template for
-:file:`enter_bug.cgi`. The default template, on which you
-could base it, is
-:file:`custom/bug/create/create.html.tmpl`.
-Call it :file:`create-<formatname>.html.tmpl`, 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.
-
-Then, create a template like
-:file:`custom/bug/create/comment.txt.tmpl`, and call it
-:file:`comment-<formatname>.txt.tmpl`. This
-template should reference the form fields you have created using
-the syntax :file:`[% form.<fieldname> %]`. When a
-bug report is
-submitted, the initial comment attached to the bug report will be
-formatted according to the layout of this template.
-
-For example, if your custom enter_bug template had a field
-
-::
-
- <input type="text" name="buildid" size="30">
-
-and then your comment.txt.tmpl had
-
-::
-
- BuildID: \[% form.buildid %]
-
-then something like
-
-::
-
- BuildID: 20020303
-
-would appear in the initial comment.
-
-.. _template-http-accept:
-
-Configuring Bugzilla to Detect the User's Language
-==================================================
-
-Bugzilla honours the user's Accept: HTTP header. You can install
-templates in other languages, and Bugzilla will pick the most appropriate
-according to a priority order defined by you. Many
-language templates can be obtained from `<http://www.bugzilla.org/download.html#localizations>`_. Instructions
-for submitting new languages are also available from that location.
+:file:`index.html.tmpl`:
+ This is the Bugzilla front page.
+
+:file:`global/header.html.tmpl`:
+ 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.
+
+:file:`global/banner.html.tmpl`:
+ 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 customize 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.
+
+:file:`global/footer.html.tmpl`:
+ 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.
+
+:file:`global/variables.none.tmpl`:
+ XXX Need to describe the use of this file
+
+:file:`list/table.html.tmpl`:
+ 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.
+
+:file:`bug/create/user-message.html.tmpl`:
+ 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.
+
+:file:`bug/process/midair.html.tmpl`:
+ 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.
+
+:file:`bug/create/create.html.tmpl` and :file:`bug/create/comment.txt.tmpl`:
+ 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.
+ A hidden field that indicates the format should be added inside
+ the form in order to make the template functional. Its value should
+ be the suffix of the template filename. For example, if the file
+ is called :file:`create-cust.html.tmpl`, then
+
+ ::
+
+ <input type="hidden" name="format" value="cust">
+
+ should be used inside the form.
+
+ An example of this is the mozilla.org
+ `guided
+ bug submission form <http://landfill.bugzilla.org/bugzilla-tip/enter_bug.cgi?product=WorldControl;format=guided>`_. The code for this comes with the Bugzilla
+ distribution as an example for you to copy. It can be found in the
+ files
+ :file:`create-guided.html.tmpl` and :file:`comment-guided.html.tmpl`.
+
+ So to use this feature, create a custom template for
+ :file:`enter_bug.cgi`. The default template, on which you
+ could base it, is
+ :file:`custom/bug/create/create.html.tmpl`.
+ Call it :file:`create-<formatname>.html.tmpl`, 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.
+
+ Then, create a template like
+ :file:`custom/bug/create/comment.txt.tmpl`, and call it
+ :file:`comment-<formatname>.txt.tmpl`. This
+ template should reference the form fields you have created using
+ the syntax :file:`[% form.<fieldname> %]`. When a
+ bug report is
+ submitted, the initial comment attached to the bug report will be
+ formatted according to the layout of this template.
+
+ For example, if your custom enter_bug template had a field
+
+ ::
+
+ <input type="text" name="buildid" size="30">
+
+ and then your comment.txt.tmpl had
+
+ ::
+
+ BuildID: [% form.buildid %]
+
+ then something like
+
+ ::
+
+ BuildID: 20140303
+
+ would appear in the initial comment.
Who Can Change What
###################
-.. warning:: 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 as outlined here,
- you may have
- to re-make them or port them if Bugzilla changes internally between
- versions, and you upgrade.
-
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.
*editbugs* privileges, cannot edit
bugs, except to comment and add themselves to the CC list.
-For maximum flexibility, customizing this means editing Bugzilla's Perl
-code. This gives the administrator complete control over exactly who is
-allowed to do what. The relevant method is called
-:file:`check_can_change_field()`,
-and is found in :file:`Bug.pm` in your
-Bugzilla/ directory. If you open that file and search for
-``sub check_can_change_field``, you'll find it.
-
-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:
-
-::
-
- # Allow the assignee to change anything.
- if ($ownerid eq $whoid) {
- return 1;
- }
-
-It's fairly obvious what this piece of code does.
-
-So, how does one go about changing this function? Well, simple changes
-can be made just by 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.`` If you don't want the
-Reporter to have any special rights on bugs they have filed, just
-remove the entire section that deals with the Reporter.
-
-More complex customizations 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.:
-
-::
-
- if ($field eq "qacontact") {
- if (Bugzilla->user->in_group("quality_assurance")) {
- return 1;
- }
- else {
- return 0;
- }
- }
-
-This says that only users in the group "quality_assurance" can change
-the QA Contact field of a bug.
-
-Getting more weird:
-
-::
-
- if (($field eq "priority") &&
- (Bugzilla->user->email =~ /.*\\@example\\.com$/))
- {
- if ($oldvalue eq "P1") {
- return 1;
- }
- else {
- return 0;
- }
- }
-
-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.
-
-.. warning:: If you are modifying :file:`process_bug.cgi` in any
- way, do not change the code that is bounded by DO_NOT_CHANGE blocks.
- Doing so could compromise security, or cause your installation to
- stop working entirely.
-
-For a list of possible field names, look at the bugs table in the
-database. If you need help writing custom rules for your organization,
-ask in the newsgroup.
+Because this kind of change is such a common request, we have added a
+specific hook for it that :ref:`extensions` can call. It's called
+``bug_check_can_change_field``, and it's documented `in the Hooks
+documentation <http://www.bugzilla.org/docs/tip/en/html/api/Bugzilla/Hook.html#bug_check_can_change_field>`_.
+.. _writing-extensions:
+
+Writing Extensions
+##################
+
+See the `Bugzilla Extension
+documentation <../html/api/Bugzilla/Extension.html>`_ for information on how
+to write an Extension.
+
+XXX Also https://wiki.mozilla.org/Bugzilla:Extension_Notes
======================
.. toctree::
- :maxdepth: 3
+ :maxdepth: 2
:numbered:
about
--- /dev/null
+.. _post-install-config:
+
+Post-Installation Configuration
+###############################
+
+Bugzilla is configured in the Administration Parameters. Log in with the
+administrator account you defined in the last :file:`checksetup.pl` run,
+then click :guilabel:`Administration` in the header, and then
+:guilabel:`Parameters`. You will see the different parameter sections
+down the left hand side of the page.
+
+Essential
+=========
+
+There are a few parameters which it is very important to define (or
+explicitly decide not to change).
+
+The first set of these are in the :guilabel:`Required Settings` section.
+
+* :guilabel:`urlbase`: this is the URL by which people should access
+ Bugzilla's front page.
+* :guilabel:`sslbase`: if you have configured SSL on your Bugzilla server,
+ this is the SSL URL by which people should access Bugzilla's front page.
+* :guilabel:`ssl_redirect`: Set this if you want everyone to be redirected
+ to use the SSL version. Recommended if you have set up SSL.
+* :guilabel:`cookiebase`: Bugzilla uses cookies to remember who each user is.
+ In order to set those cookies in the correct scope, you may need to set a
+ cookiebase. If your Bugzilla is at the root of your domain, you don't need
+ to change the default value.
+
+You will also need to tell Bugzilla how to :ref:`send email <email>`.
+
+You may want to put your email address in the :guilabel:`maintainer`
+parameter in the :guilabel:`General` section. This will then let people
+know who to contact if they see problems or hit errors.
+
+If you don't want just anyone able to read your Bugzilla, set the
+:guilabel:`requirelogin` parameter in the :guilabel:`User Authentication`
+section, and change or clear the :guilabel:`createemailregexp` parameter.
+
+.. _optional-features:
+
+Optional
+========
+
+XXXHACKME
+
+Bugzilla has a number of optional features. This section describes how
+to configure or enable them.
+
+Bug Graphs
+----------
+
+If you have installed the necessary Perl modules you
+can start collecting statistics for the nifty Bugzilla
+graphs.
+
+::
+
+ # crontab -e
+
+This should bring up the crontab file in your editor.
+Add a cron entry like this to run
+:file:`collectstats.pl`
+daily at 5 after midnight:
+
+.. code-block:: none
+
+ 5 0 * * * cd <your-bugzilla-directory> && ./collectstats.pl
+
+After two days have passed you'll be able to view bug graphs from
+the Reports page.
+
+.. note:: Windows does not have 'cron', but it does have the Task
+ Scheduler, which performs the same duties. There are also
+ third-party tools that can be used to implement cron, such as
+ `nncron <http://www.nncron.ru/>`_.
+
+.. _installation-whining-cron:
+
+The Whining Cron
+----------------
+
+What good are
+bugs if they're not annoying? To help make them more so you
+can set up Bugzilla's automatic whining system to complain at engineers
+which leave their bugs in the CONFIRMED state without triaging them.
+
+This can be done by adding the following command as a daily
+crontab entry, in the same manner as explained above for bug
+graphs. This example runs it at 12.55am.
+
+.. code-block:: none
+
+ 55 0 * * * cd <your-bugzilla-directory> && ./whineatnews.pl
+
+.. note:: Windows does not have 'cron', but it does have the Task
+ Scheduler, which performs the same duties. There are also
+ third-party tools that can be used to implement cron, such as
+ `nncron <http://www.nncron.ru/>`_.
+
+.. _installation-whining:
+
+Whining
+-------
+
+As of Bugzilla 2.20, users can configure Bugzilla to regularly annoy
+them at regular intervals, by having Bugzilla execute saved searches
+at certain times and emailing the results to the user. This is known
+as "Whining". The process of configuring Whining is described
+in :ref:`whining`, but for it to work a Perl script must be
+executed at regular intervals.
+
+This can be done by adding the following command as a daily
+crontab entry, in the same manner as explained above for bug
+graphs. This example runs it every 15 minutes.
+
+.. code-block:: none
+
+ */15 * * * * cd <your-bugzilla-directory> && ./whine.pl
+
+.. note:: Whines can be executed as often as every 15 minutes, so if you specify
+ longer intervals between executions of whine.pl, some users may not
+ be whined at as often as they would expect. Depending on the person,
+ this can either be a very Good Thing or a very Bad Thing.
+
+.. note:: Windows does not have 'cron', but it does have the Task
+ Scheduler, which performs the same duties. There are also
+ third-party tools that can be used to implement cron, such as
+ `nncron <http://www.nncron.ru/>`_.
+
+.. _apache-addtype:
+
+Serving Alternate Formats with the right MIME type
+--------------------------------------------------
+
+Some Bugzilla pages have alternate formats, other than just plain
+HTML. In particular, a few Bugzilla pages can
+output their contents as either XUL (a special
+Mozilla format, that looks like a program GUI)
+or RDF (a type of structured XML
+that can be read by various programs).
+
+In order for your users to see these pages correctly, Apache must
+send them with the right MIME type. To do this,
+add the following lines to your Apache configuration, either in the
+``<VirtualHost>`` section for your
+Bugzilla, or in the ``<Directory>``
+section for your Bugzilla:
+
+.. code-block:: apache
+
+ AddType application/vnd.mozilla.xul+xml .xul
+ AddType application/rdf+xml .rdf
+
+.. _multiple-bz-dbs:
+
+Multiple Bugzilla databases with a single installation
+------------------------------------------------------
+
+The previous instructions referred to a standard installation, with
+one unique Bugzilla database. However, you may want to host several
+distinct installations, without having several copies of the code. This is
+possible by using the PROJECT environment variable. When accessed,
+Bugzilla checks for the existence of this variable, and if present, uses
+its value to check for an alternative configuration file named
+:file:`localconfig.<PROJECT>` in the same location as
+the default one (:file:`localconfig`). It also checks for
+customized templates in a directory named
+:file:`<PROJECT>` in the same location as the
+default one (:file:`template/<langcode>`). By default
+this is :file:`template/en/default` so PROJECT's templates
+would be located at :file:`template/en/PROJECT`.
+
+To set up an alternate installation, just export PROJECT=foo before
+running :command:`checksetup.pl` for the first time. It will
+result in a file called :file:`localconfig.foo` instead of
+:file:`localconfig`. Edit this file as described above, with
+reference to a new database, and re-run :command:`checksetup.pl`
+to populate it. That's all.
+
+Now you have to configure the web server to pass this environment
+variable when accessed via an alternate URL, such as virtual host for
+instance. The following is an example of how you could do it in Apache,
+other Webservers may differ.
+
+.. code-block:: apache
+
+ <VirtualHost 212.85.153.228:80>
+ ServerName foo.bar.baz
+ SetEnv PROJECT foo
+ Alias /bugzilla /var/www/bugzilla
+ </VirtualHost>
+
+Don't forget to also export this variable before accessing Bugzilla
+by other means, such as cron tasks for instance.
+
+.. _apis:
+
+APIs
+####
+
+Bugzilla has a number of APIs that you can call in your code to extract
+information from and put information into it. The APIs currently supported
+are as follows:
+
+Ad-Hoc APIs
+===========
+
+Various pages on Bugzilla are available in machine-readable formats. For
+example, bugs can be downloaded as XML, and buglists as CSV. While the team
+attempts not to break these APIs, they should not be used for new code.
+
+XML-RPC
+=======
+
+Bugzilla has an XXXLINK XML-RPC API. This will receive no further updates and will
+be removed in a future version of Bugzilla.
+
+JSON-RPC
+========
+
+Bugzilla has a XXXLINK JSON-RPC API. This will receive no further updates and will
+be removed in a future version of Bugzilla.
+
+REST
+====
+
+Bugzilla has a XXXLINK REST API which is the currently-recommended API for
+integrating with Bugzilla. The current REST API is version 1. It is stable,
+and so will not be changed in a backwardly-incompatible way.
+
+BzAPI-Compatible REST
+=====================
+
+The first ever REST API for Bugzilla was implemented using an external proxy
+called BzAPI. This became popular enough that a BzAPI-compatible shim on top
+of the (native) REST API has been written, to allow code which used the BzAPI
+API to take advantage of the speed improvements of direct integration without
+needing to be rewritten. The shim is an extension which you would need to
+install in your Bugzilla.
+
+Neither BzAPI nor this BzAPI-compatible API shim will receive any further
+updates, and they should not be used for new code.
+
+REST v2
+=======
+
+The future of Bugzilla's APIs is version 2 of the REST API, which will take
+the best of the current REST API and the BzAPI API. It is still under
+development.
-.. _integration:
+.. _tips:
+
+Integration Tips
+################
-Integrating Bugzilla with Third-Party Tools
-###########################################
-Many utilities and applications can integrate with Bugzilla,
-either on the client- or server-side. None of them are maintained
-by the Bugzilla community, nor are they tested during our
-QA tests, so use them at your own risk. They are listed at
-`<https://wiki.mozilla.org/Bugzilla:Addons>`_.
.. _sanity-check:
Sanity Check
-============
+############
+
+Over time it is possible for the Bugzilla database to become corrupt
+or to have anomalies.
+This could happen through normal usage of Bugzilla, manual database
+administration outside of the Bugzilla user interface, or from some
+other unexpected event. Bugzilla includes a "Sanity Check" script that
+can perform several basic database checks, and repair certain problems or
+inconsistencies.
+
+To run the "Sanity Check" script, log in as an Administrator and click the
+"Sanity Check" link in the admin page. Any problems that are found will be
+displayed in red letters. If the script is capable of fixing a problem,
+it will present a link to initiate the fix. If the script cannot
+fix the problem it will require manual database administration or recovery.
+
+The "Sanity Check" script can also be run from the command line via the perl
+script :file:`sanitycheck.pl`. The script can also be run as
+a :command:`cron` job. Results will be delivered by email.
+
+The "Sanity Check" script should be run on a regular basis as a matter of
+best practice.
+
+.. warning:: The "Sanity Check" script is no substitute for a competent database
+ administrator. It is only designed to check and repair basic database
+ problems.
+
-Bugzilla has an option in the Administration panel called "Sanity Check",
-which makes sure the database is consistent in various ways. You should
-run it every few months or so.
upgrading/upgrading-with-git
upgrading/upgrading-from-bazaar
upgrading/upgrading-from-cvs
- upgrading/upgrading-from-a-tarball
+ upgrading/upgrading-with-a-tarball
--- /dev/null
+Download Code from Git
+======================
+
+Download a copy of your current version of Bugzilla from the git repository
+into a separate directory alongside your existing Bugzilla installation
+(which we will assume is in a directory called :file:`bugzilla`).
+
+You will need a copy of the git program. All Linux installations have it;
+search your package manager for "git". On Windows or Mac OS X, you can
+`download the official build <http://www.git-scm.com/downloads>`_.
+
+Once git is installed, run these commands to pull a copy of Bugzilla:
+
+:command:`git clone https://git.mozilla.org/bugzilla/bugzilla bugzilla-new`
+
+:command:`cd bugzilla-new`
+
+:command:`git checkout $VERSION`
+
+Replace $VERSION with the two-digit version number of your current Bugzilla, e.g.
+4.2. These command will automatically change your version to the latest
+point release of version $VERSION.
+
--- /dev/null
+The procedure to switch to Git is as follows. The idea is to switch version
+control systems without changing the exact version of Bugzilla you are using,
+to minimise the risk of conflict or problems. Any major upgrade can then
+happen as a separate step.
+
+Update Bugzilla To The Latest Point Release
+===========================================
+
+It is recommended that you switch while using the latest
+point release for your major version. You can update to the latest point
+release using bzr.
+
+First, you need to find what version of Bugzilla you are using. It should be
+in the top right corner of the front page but, if not, open the file
+:file:`Bugzilla/Constants.pm` in your Bugzilla directory and search for
+:code:`BUGZILLA_VERSION`.
+
+Then, you need to find out what the latest point release for that major
+version of Bugzilla is. The
+`Bugzilla download page <http://www.bugzilla.org/download/>`_
+should tell you that for supported versions. For versions out of support, here
+is a list of the final point releases:
+
+* 3.6.13
+* 3.4.14
+* 3.2.10
+* 3.0.11
+
+XXX Do we need below here? Are these versions in bzr? Will anyone be running
+them from a bzr install?
+
+* 2.22.7
+* 2.20.7
+* 2.18.6
+* 2.16.11
+* 2.14.5
+
+If you are not currently running the latest point release, you should use the
+following update command:
+
+|updatecommand|
+
+Where you replace $VERSION by the version number of the latest point release.
+Then run checksetup to upgrade your database:
+
+:command:`./checksetup.pl`
+
+You should then test your Bugzilla carefully, or just use it for a day or two,
+to make sure it's all still working fine.
--- /dev/null
+Save Any Local Customizations
+=============================
+
+Go into your original Bugzilla directory and run this command:
+
+|diffcommand|
+
+If you have made customizations to your Bugzilla, and you made them by
+changing the Bugzilla code itself (rather than using the Extension system),
+then :file:`patch.diff` will have non-zero size. You will want to keep a copy
+of those changes by keeping a copy of this file. If the file has zero size,
+you haven't made any local customizations.
+
+Shut Down Bugzilla
+==================
+
+At this point, you should shut down Bugzilla to make sure nothing changes
+while you make the switch. Go into the administrative interface and put an
+appropriate message into the :guilabel:`shutdownhtml` parameter, which is in the
+"General" section of the administration parameters. As the name implies, HTML
+is allowed.
+
+This would be a good time to make :ref:`backups`. We shouldn't be affecting
+the database, but you can't be too careful.
+
+Copy Across Data and Modules
+============================
+
+Copy the contents of the following directories from your current installation
+of Bugzilla into the corresponding directory in :file:`bugzilla-new/`:
+
+.. code-block:: none
+
+ lib/
+ data/
+
+You also need to copy an extensions you have written or installed, which are
+in the :file:`extensions/` directory.
+
+|extstatusinfo|
+
+Then, copy the following file from your current installation of Bugzilla
+into the corresponding place in :file:`bugzilla-new/`:
+
+.. code-block:: none
+
+ localconfig
+
+This file contains your database password and access details. Because your
+two versions of Bugzilla are the same, this should all work fine.
+
+Reapply Local Customizations
+============================
+
+If your :file:`patch.diff` file was zero sized, you can
+jump to the next step. Otherwise, you have to apply the patch to your new
+installation. If you are on Windows and you don’t have the :command:`patch`
+program, you can download it from
+`GNUWin <http://gnuwin32.sourceforge.net/packages/patch.htm>`_. Once
+downloaded, you must copy patch.exe into the Windows directory.
+
+Copy :file:`patch.diff` into the :file:`bugzilla-new` directory and then do:
+
+:command:`patch -p0 --dry-run < patch.diff`
+
+The patch should apply cleanly because you have exactly the same version of
+Bugzilla in both directories. If it does, remove the :command:`--dry-run` and
+rerun the command to apply it for real. If it does not apply cleanly, it is
+likely that you have managed to get a Bugzilla version mismatch between the
+two directories.
+
+Swap The New Version In
+=======================
+
+Now we swap the directories over, and run checksetup.pl to confirm that all
+is well. From the directory containing the :file:`bugzilla` and
+:file:`bugzilla-git` directories, run:
+
+:command:`mv bugzilla bugzilla-old`
+
+:command:`mv bugzilla-new bugzilla`
+
+:command:`cd bugzilla`
+
+:command:`./checksetup.pl`
+
+Running :file:`checksetup.pl` should not result in any changes to your database at
+the end of the run. If it does, then it's most likely that the two versions
+of Bugzilla you have are not, in fact, the same.
+
+Re-enable Bugzilla
+==================
+
+Go into the administrative interface and clear the contents of the
+:guilabel:`shutdownhtml` parameter.
+
+Test Bugzilla
+=============
+
+Use your Bugzilla for several days to check that the switch has had no
+detrimental effects. Then, if necessary, follow the instructions in
+:ref:`upgrading-with-git` to upgrade to the latest version of Bugzilla.
+
+Rolling Back
+============
+
+If something goes wrong at any stage of the switching process (e.g. your
+patch doesn't apply, or checksetup doesn't complete), you can always just
+switch the directories back (if you've got that far) and re-enable Bugzilla
+(if you disabled it) and then seek help. Even if you have re-enabled Bugzilla,
+and find a problem a little while down the road, you are still using the same
+version so there would be few side effects to switching the directories back
+a day or three later.
Upgrading from Bazaar
#####################
-The procedure to switch to Git is as follows. The idea is to switch version
-control systems without changing the exact version of Bugzilla you are using,
-to minimise the risk of conflict or problems. Any major upgrade can then
-happen as a separate step.
+.. |updatecommand| replace:: :command:`bzr up -r tag:bugzilla-$VERSION`
+.. |diffcommand| replace:: :command:`bzr diff > patch.diff`
+.. |extstatusinfo| replace:: The command :command:`bzr status extensions/` should help you work out what you added, if anything.
-Update Bugzilla To The Latest Point Release
-===========================================
-
-It is recommended that you switch while using the latest
-point release for your major version. You can update to the latest point
-release using bzr.
-
-First, you need to find what version of Bugzilla you are using. It should be
-in the top right corner of the front page but, if not, open the file
-:file:`Bugzilla/Constants.pm` in your Bugzilla directory and search for
-:code:`BUGZILLA_VERSION`.
-
-Then, you need to find out what the latest point release for that major
-version of Bugzilla is. The
-`Bugzilla download page <http://www.bugzilla.org/download/>`_
-should tell you that for supported versions. For versions out of support, here
-is a list of the final point releases:
-
-* 3.6.13
-* 3.4.14
-* 3.2.10
-* 3.0.11
-
-XXX Do we need below here? Are these versions in bzr? Will anyone be running
-them from a bzr install?
-
-* 2.22.7
-* 2.20.7
-* 2.18.6
-* 2.16.11
-* 2.14.5
-
-If you are not currently running the latest point release, you should use the
-following update command:
-
-:command:`bzr up -r tag:bugzilla-$VERSION`
-
-Where you replace $VERSION by the version number of the latest point release.
-Then run checksetup to upgrade your database:
-
-:command:`./checksetup.pl`
-
-You should then test your Bugzilla carefully, or just use it for a day or two,
-to make sure it's all still working fine.
-
-Save Any Local Customizations
-=============================
-
-Go into your Bugzilla directory and run this command:
-
-:command:`bzr diff > patch.diff`
-
-If you have made customizations to your Bugzilla, and you made them by
-changing the Bugzilla code itself (rather than using the Extension system),
-then :file:`patch.diff` will have non-zero size. You will want to keep a copy
-of those changes by keeping a copy of this file. If the file has zero size,
-you haven't made any local customizations.
-
-Download Code from Git
-======================
-
-Download a copy of your current version of Bugzilla from the git repository
-into a separate directory alongside your existing Bugzilla installation
-(which we will assume is in a directory called :file:`bugzilla`).
-
-You will need a copy of the git program. All Linux installations have it;
-search your package manager for "git". On Windows or Mac OS X, you can
-`download the official build <http://www.git-scm.com/downloads>`_.
-
-Once git is installed, run these commands to pull a copy of Bugzilla:
-
-:command:`git clone https://git.mozilla.org/bugzilla/bugzilla bugzilla-git`
-
-:command:`cd bugzilla-git`
-
-:command:`git checkout $VERSION`
-
-Replace $VERSION with the two-digit version number of your current Bugzilla, e.g.
-4.2. These command will automatically change your version to the latest
-point release of version $VERSION. :file:`bugzilla-git` is the name of the
-local directory into which the source code will be downloaded.
-
-Shut Down Bugzilla
-==================
-
-At this point, you should shut down Bugzilla to make sure nothing changes
-while you make the switch. Go into the administrative interface and put an
-appropriate message into the :guilabel:`shutdownhtml` parameter, which is in the
-"General" section of the administration parameters. As the name implies, HTML
-is allowed.
-
-This would be a good time to make :ref:`backups`. We shouldn't be affecting
-the database, but you can't be too careful.
-
-Copy Across Data and Modules
-============================
-
-Copy the contents of the following directories from your current installation
-of Bugzilla into the corresponding directory in :file:`bugzilla-git/`:
-
-.. code-block:: none
-
- lib/
- data/
-
-You also need to copy an extensions you have written or installed, which are
-in the :file:`extensions/` directory. In the Bugzilla directory, run this
-command:
-
-:command:`bzr status extensions/`
-
-If any directories are listed as "unknown", copy those across.
-
-Then, copy the following file from your current installation of Bugzilla
-into the corresponding place in :file:`bugzilla-git/`:
-
-.. code-block:: none
-
- localconfig
-
-This file contains your database password and access details. Because your
-two versions of Bugzilla are the same, this should all work fine.
-
-Reapply Local Customizations
-============================
-
-If your :file:`patch.diff` file was zero sized, you can
-jump to the next step. Otherwise, you have to apply the patch to your new
-installation. If you are on Windows and you don’t have the :command:`patch`
-program, you can download it from
-`GNUWin <http://gnuwin32.sourceforge.net/packages/patch.htm>`_. Once
-downloaded, you must copy patch.exe into the Windows directory.
-
-Copy :file:`patch.diff` into the :file:`bugzilla-git` directory and then do:
-
-:command:`patch -p0 --dry-run < patch.diff`
-
-The patch should apply cleanly because you have exactly the same version of
-Bugzilla in both directories. If it does, remove the :command:`--dry-run` and
-rerun the command to apply it for real. If it does not apply cleanly, it is
-likely that you have managed to get a Bugzilla version mismatch between the
-two directories.
-
-Swap The New Version In
-=======================
-
-Now we swap the directories over, and run checksetup.pl to confirm that all
-is well. From the directory containing the :file:`bugzilla` and
-:file:`bugzilla-git` directories, run:
-
-:command:`mv bugzilla bugzilla-old`
-
-:command:`mv bugzilla-git bugzilla`
-
-:command:`cd bugzilla`
-
-:command:`./checksetup.pl`
-
-Running :file:`checksetup.pl` should not result in any changes to your database at
-the end of the run. If it does, then it's most likely that the two versions
-of Bugzilla you have are not, in fact, the same.
-
-Re-enable Bugzilla
-==================
-
-Go into the administrative interface and clear the contents of the
-:guilabel:`shutdownhtml` parameter.
-
-Test Bugzilla
-=============
-
-Use your Bugzilla for several days to check that the switch has had no
-detrimental effects. Then, follow the instructions in
-:ref:`upgrading-with-git` to upgrade to the latest version of Bugzilla.
-
-Rolling Back
-============
-
-If something goes wrong at any stage of the switching process (e.g. your
-patch doesn't apply, or checksetup doesn't complete), you can always just
-switch the directories back (if you've got that far) and re-enable Bugzilla
-(if you disabled it) and then seek help. Even if you have re-enabled Bugzilla,
-and find a problem a little while down the road, you are still using the same
-version so there would be few side effects to switching the directories back
-a day or three later.
+.. include:: upgrading-from-1.rst
+.. include:: get-from-git.rst
+.. include:: upgrading-from-2.rst
Upgrading from CVS
##################
-XXX https://wiki.mozilla.org/Bugzilla:Moving_From_CVS_To_Bazaar
+XXX Fill in commands from https://wiki.mozilla.org/Bugzilla:Moving_From_CVS_To_Bazaar
+
+.. |updatecommand| replace:: :command:`bzr up -r tag:bugzilla-$VERSION`
+.. |diffcommand| replace:: :command:`bzr diff > patch.diff`
+.. |extstatusinfo| replace:: The command :command:`bzr status extensions/` should help you work out what you added, if anything.
+
+.. include:: upgrading-from-1.rst
+.. include:: get-from-git.rst
+.. include:: upgrading-from-2.rst
-This will be the same as the Bzr instructions but using CVS commands.
-There are only 3 bzr commands, so we should be able to share the rest of
-the text.
-I'm not going to fill it in until the Bzr instructions have had a review,
-to save having to maintain two copies of the same stuff.
--- /dev/null
+The procedure to switch to Git is as follows. The idea is to switch version
+control systems without changing the exact version of Bugzilla you are using,
+to minimise the risk of conflict or problems. Any major upgrade can then
+happen as a separate step.
+
+Update Bugzilla To The Latest Point Release
+===========================================
+
+It is recommended that you switch while using the latest
+point release for your major version. You can update to the latest point
+release using bzr.
+
+First, you need to find what version of Bugzilla you are using. It should be
+in the top right corner of the front page but, if not, open the file
+:file:`Bugzilla/Constants.pm` in your Bugzilla directory and search for
+:code:`BUGZILLA_VERSION`.
+
+Then, you need to find out what the latest point release for that major
+version of Bugzilla is. The
+`Bugzilla download page <http://www.bugzilla.org/download/>`_
+should tell you that for supported versions. For versions out of support, here
+is a list of the final point releases:
+
+* 3.6.13
+* 3.4.14
+* 3.2.10
+* 3.0.11
+
+XXX Do we need below here? Are these versions in bzr? Will anyone be running
+them from a bzr install?
+
+* 2.22.7
+* 2.20.7
+* 2.18.6
+* 2.16.11
+* 2.14.5
+
+If you are not currently running the latest point release, you should use the
+following update command:
+
+|updatecommand|
+
+Where you replace $VERSION by the version number of the latest point release.
+Then run checksetup to upgrade your database:
+
+:command:`./checksetup.pl`
+
+You should then test your Bugzilla carefully, or just use it for a day or two,
+to make sure it's all still working fine.
+
+Download Code from Git
+======================
+
+Download a copy of your current version of Bugzilla from the git repository
+into a separate directory alongside your existing Bugzilla installation
+(which we will assume is in a directory called :file:`bugzilla`).
+
+You will need a copy of the git program. All Linux installations have it;
+search your package manager for "git". On Windows or Mac OS X, you can
+`download the official build <http://www.git-scm.com/downloads>`_.
+
+Once git is installed, run these commands to pull a copy of Bugzilla:
+
+:command:`git clone https://git.mozilla.org/bugzilla/bugzilla bugzilla-new`
+
+:command:`cd bugzilla-new`
+
+:command:`git checkout $VERSION`
+
+Replace $VERSION with the two-digit version number of your current Bugzilla, e.g.
+4.2. These command will automatically change your version to the latest
+point release of version $VERSION.
+
+Save Any Local Customizations
+=============================
+
+Go into your original Bugzilla directory and run this command:
+
+|diffcommand|
+
+If you have made customizations to your Bugzilla, and you made them by
+changing the Bugzilla code itself (rather than using the Extension system),
+then :file:`patch.diff` will have non-zero size. You will want to keep a copy
+of those changes by keeping a copy of this file. If the file has zero size,
+you haven't made any local customizations.
+
+Shut Down Bugzilla
+==================
+
+At this point, you should shut down Bugzilla to make sure nothing changes
+while you make the switch. Go into the administrative interface and put an
+appropriate message into the :guilabel:`shutdownhtml` parameter, which is in the
+"General" section of the administration parameters. As the name implies, HTML
+is allowed.
+
+This would be a good time to make :ref:`backups`. We shouldn't be affecting
+the database, but you can't be too careful.
+
+Copy Across Data and Modules
+============================
+
+Copy the contents of the following directories from your current installation
+of Bugzilla into the corresponding directory in :file:`bugzilla-new/`:
+
+.. code-block:: none
+
+ lib/
+ data/
+
+You also need to copy an extensions you have written or installed, which are
+in the :file:`extensions/` directory. In the Bugzilla directory, run this
+command:
+
+|extstatuscommand|
+
+If any directories are listed as "unknown", copy those across.
+
+Then, copy the following file from your current installation of Bugzilla
+into the corresponding place in :file:`bugzilla-new/`:
+
+.. code-block:: none
+
+ localconfig
+
+This file contains your database password and access details. Because your
+two versions of Bugzilla are the same, this should all work fine.
+
+Reapply Local Customizations
+============================
+
+If your :file:`patch.diff` file was zero sized, you can
+jump to the next step. Otherwise, you have to apply the patch to your new
+installation. If you are on Windows and you don’t have the :command:`patch`
+program, you can download it from
+`GNUWin <http://gnuwin32.sourceforge.net/packages/patch.htm>`_. Once
+downloaded, you must copy patch.exe into the Windows directory.
+
+Copy :file:`patch.diff` into the :file:`bugzilla-new` directory and then do:
+
+:command:`patch -p0 --dry-run < patch.diff`
+
+The patch should apply cleanly because you have exactly the same version of
+Bugzilla in both directories. If it does, remove the :command:`--dry-run` and
+rerun the command to apply it for real. If it does not apply cleanly, it is
+likely that you have managed to get a Bugzilla version mismatch between the
+two directories.
+
+Swap The New Version In
+=======================
+
+Now we swap the directories over, and run checksetup.pl to confirm that all
+is well. From the directory containing the :file:`bugzilla` and
+:file:`bugzilla-git` directories, run:
+
+:command:`mv bugzilla bugzilla-old`
+
+:command:`mv bugzilla-new bugzilla`
+
+:command:`cd bugzilla`
+
+:command:`./checksetup.pl`
+
+Running :file:`checksetup.pl` should not result in any changes to your database at
+the end of the run. If it does, then it's most likely that the two versions
+of Bugzilla you have are not, in fact, the same.
+
+Re-enable Bugzilla
+==================
+
+Go into the administrative interface and clear the contents of the
+:guilabel:`shutdownhtml` parameter.
+
+Test Bugzilla
+=============
+
+Use your Bugzilla for several days to check that the switch has had no
+detrimental effects. Then, if necessary, follow the instructions in
+:ref:`upgrading-with-git` to upgrade to the latest version of Bugzilla.
+
+Rolling Back
+============
+
+If something goes wrong at any stage of the switching process (e.g. your
+patch doesn't apply, or checksetup doesn't complete), you can always just
+switch the directories back (if you've got that far) and re-enable Bugzilla
+(if you disabled it) and then seek help. Even if you have re-enabled Bugzilla,
+and find a problem a little while down the road, you are still using the same
+version so there would be few side effects to switching the directories back
+a day or three later.
########################
If you are unable (or unwilling) to use Git, another option that's
-always available is to obtain the latest tarball from the `Download Page <http://www.bugzilla.org/download/>`_ and
-upgrade your Bugzilla installation from that.
+always available is to obtain a tarball of the latest version from our
+website and upgrade your Bugzilla installation from that.
-The best way to do this is to untar the tarball into a new directory (not
-on top of your existing installation), copy any data and configuration across
-to that directory, and then switch the directories over.
+Download Bugzilla
+=================
-XXX This now needs much the same info as an SCM switch about having
-parallel directories and copying stuff over.
+Download a copy of the latest version of Bugzilla from the
+`Download Page <http://www.bugzilla.org/download/>`_ into a separate
+directory (which we will call :file:`bugzilla-new`) alongside your existing
+Bugzilla installation (which we will assume is in a directory called
+:file:`bugzilla`).
+
+.. |diffcommand| replace:: :command:`diff -u > patch.diff`
+.. |extstatusinfo| replace:: With no SCM to help you, you will have to work out by hand which extensions came with Bugzilla and which you added.
+
+.. include:: upgrading-from-2.rst