3.1.1. Create a Bugzilla Account

If you want to use Bugzilla, first you need to create an account. Consult with the administrator responsible for your installation of Bugzilla for the URL you should use to access it. If you're test-driving Bugzilla, use this URL: http://landfill.bugzilla.org/bugzilla-tip/

1. Click the "Open a new Bugzilla account" link, enter your email address and, optionally, your name in the spaces provided, then click "Create Account" .

2. Within moments, you should receive an email to the address you provided above, which contains your login name (generally the same as the email address), and a password you can use to access your account. This password is randomly generated, and can be changed to something more memorable.

3. Click the "Log In" link in the yellow area at the bottom of the page in your browser, enter your email address and password into the spaces provided, and click "Login".

You are now logged in. Bugzilla uses cookies for authentication so, unless your IP address changes, you should not have to log in again.

3.1.2. Anatomy of a Bug

The core of Bugzilla is the screen which displays a particular bug. It's a good place to explain some Bugzilla concepts. Bug 1 on Landfill is a good example. Note that the labels for most fields are hyperlinks; clicking them will take you to context-sensitive help on that particular field. Fields marked * may not be present on every installation of Bugzilla.

1. Product and Component: Bugs are divided up by Product and Component, with a Product having one or more Components in it. For example, bugzilla.mozilla.org's "Bugzilla" Product is composed of several Components:

   Administration: Administration of a Bugzilla installation.

   Bugzilla-General: Anything that doesn't fit in the other components, or spans multiple components.

   Creating/Changing Bugs: Creating, changing, and viewing bugs.

   Documentation: The Bugzilla documentation, including The Bugzilla Guide.

   Email: Anything to do with email sent by Bugzilla.

   Installation: The installation process of Bugzilla.

   Query/Buglist: Anything to do with searching for bugs and viewing the buglists.

   Reporting/Charting: Getting reports from Bugzilla.

   User Accounts: Anything about managing a user account from the user's perspective. Saved queries, creating accounts, changing passwords, logging in, etc.

   User Interface: General issues having to do with the user interface cosmetics (not functionality) including cosmetic issues, HTML templates, etc.

2. Status and Resolution: These define exactly what state the bug is in - from not even being confirmed as a bug, through to being fixed and the fix confirmed by Quality Assurance. The different possible values for Status and Resolution on your installation should be documented in the context-sensitive help for those items.

3. Assigned To: The person responsible for fixing the bug.

4. *URL: A URL associated with the bug, if any.

5. Summary: A one-sentence summary of the problem.

6. *Status Whiteboard: (a.k.a. Whiteboard) A free-form text area for adding short notes and tags to a bug.

7. *Keywords: The administrator can define keywords which you can use to tag and categorise bugs - e.g. The Mozilla Project has keywords like crash and regression.

8. Platform and OS: These indicate the computing environment where the bug was found.

9. Version: The "Version" field is usually used for versions of a product which have been released, and is set to indicate which versions of a Component have the particular problem the bug report is about.

10. Priority: The bug assignee uses this field to prioritise his or her bugs. It's a good idea not to change this on other people's bugs.

11. Severity: This indicates how severe the problem is - from blocker ("application unusable") to trivial ("minor cosmetic issue"). You can also use this field to indicate whether a bug is an enhancement request.

12. *Target: (a.k.a. Target Milestone) A future version by which the bug is to be fixed. e.g. The Bugzilla Project's milestones for future Bugzilla versions are 2.18, 2.20, 3.0, etc. Milestones are not restricted to numbers, thought - you can use any text strings, such as dates.

13. Reporter: The person who filed the bug.

14. CC list: A list of people who get mail when the bug changes.

15. Attachments: You can attach files (e.g. testcases or patches) to bugs. If there are any attachments, they are listed in this section.

16. *Dependencies: If this bug cannot be fixed unless other bugs are fixed (depends on), or this bug stops other bugs being fixed (blocks), their numbers are recorded here.

17. *Votes: Whether this bug has any votes.

18. Additional Comments: You can add your two cents to the bug discussion here, if you have something worthwhile to say.

3.1.3. Searching for Bugs

The Bugzilla Search page is is the interface where you can find any bug report, comment, or patch currently in the Bugzilla system. You can play with it here: landfill.bugzilla.org/bugzilla-tip/query.cgi .

The Search page has controls for selecting different possible values for all of the fields in a bug, as described above. Once you've defined a search, you can either run it, or save it as a Remembered Query, which can optionally appear in the footer of your pages.

Highly advanced querying is done using Boolean Charts, which have their own context-sensitive help .

3.1.4. Bug Lists

If you run a search, a list of matching bugs will be returned. The default search is to return all open bugs on the system - don't try running this search on a Bugzilla installation with a lot of bugs!

The format of the list is configurable. For example, it can be sorted by clicking the column headings. Other useful features can be accessed using the links at the bottom of the list:

3.1.5. Filing Bugs

Years of bug writing experience has been distilled for your reading pleasure into the Bug Writing Guidelines. While some of the advice is Mozilla-specific, the basic principles of reporting Reproducible, Specific bugs, isolating the Product you are using, the Version of the Product, the Component which failed, the Hardware Platform, and Operating System you were using at the time of the failure go a long way toward ensuring accurate, responsible fixes for the bug that bit you.

The procedure for filing a test bug is as follows:

1. Go to Landfill in your browser and click Enter a new bug report.

2. Select a product - any one will do.

3. Fill in the fields. Bugzilla should have made reasonable guesses, based upon your browser, for the "Platform" and "OS" drop-down boxes. If they are wrong, change them.

4. Select "Commit" and send in your bug report.

3.2.1. Autolinkification

Bugzilla comments are plain text - so posting HTML will result in literal HTML tags rather than being interpreted by a browser. However, Bugzilla will automatically make hyperlinks out of certain sorts of text in comments. For example, the text http://www.bugzilla.org will be turned into http://www.bugzilla.org. Other strings which get linkified in the obvious manner are:

A corollary here is that if you type a bug number in a comment, you should put the word "bug" before it, so it gets autolinkified for the convenience of others.

3.2.2. Quicksearch

Quicksearch is a single-text-box query tool which uses metacharacters to indicate what is to be searched. For example, typing "foo|bar" into Quicksearch would search for "foo" or "bar" in the summary and status whiteboard of a bug; adding ":BazProduct" would search only in that product.

You'll find the Quicksearch box on Bugzilla's front page, along with a Help link which details how to use it.

3.2.3. Comments

If you are changing the fields on a bug, only comment if either you have something pertinent to say, or Bugzilla requires it. Otherwise, you may spam people unnecessarily with bug mail. To take an example: a user can set up their account to filter out messages where someone just adds themselves to the CC field of a bug (which happens a lot.) If you come along, add yourself to the CC field, and add a comment saying "Adding self to CC", then that person gets a pointless piece of mail they would otherwise have avoided.

Don't use sigs in comments. Signing your name ("Bill") is acceptable, particularly if you do it out of habit, but full mail/news-style four line ASCII art creations are not.

3.2.4. Attachments

Use attachments, rather than comments, for large chunks of ASCII data, such as trace, debugging output files, or log files. That way, it doesn't bloat the bug for everyone who wants to read it, and cause people to receive fat, useless mails.

Trim screenshots. There's no need to show the whole screen if you are pointing out a single-pixel problem.

Don't attach simple test cases (e.g. one HTML file, one CSS file and an image) as a ZIP file. Instead, upload them in reverse order and edit the referring file so that they point to the attached files. This way, the test case works immediately out of the bug.

3.2.5. Filing Bugs

Try to make sure that everything said in the summary is also said in the first comment. Summaries are often updated and this will ensure your original information is easily accessible.

You do not need to put "any" or similar strings in the URL field. If there is no specific URL associated with the bug, leave this field blank.

If you feel a bug you filed was incorrectly marked as a DUPLICATE of another, please question it in your bug, not the bug it was duped to. Feel free to CC the person who duped it if they are not already CCed.

3.3.1. Account Settings

On this tab, you can change your basic account information, including your password, email address and real name. For security reasons, in order to change anything on this page you must type your current password into the "Password" field at the top of the page. If you attempt to change your email address, a confirmation email is sent to both the old and new addresses, with a link to use to confirm the change. This helps to prevent account hijacking.

3.3.2. Email Settings

On this tab you can reduce or increase the amount of email sent you from Bugzilla, opting in our out depending on your relationship to the bug and the change that was made to it. (Note that you can also do client-side filtering using the X-Bugzilla-Reason header which Bugzilla adds to all bugmail.)

By entering user email names, delineated by commas, into the "Users to watch" text entry box you can receive a copy of all the bugmail of other users (security settings permitting.) This powerful functionality enables seamless transitions as developers change projects or users go on holiday.

The ability to watch other users may not be available in all Bugzilla installations. If you can't see it, ask your administrator.

3.3.3. Page Footer

On the Search page, you can store queries in Bugzilla, so if you regularly run a particular query it is just a drop-down menu away. Once you have a stored query, you can come here to request that it also be displayed in your page footer.

3.3.4. Permissions

This is a purely informative page which outlines your current permissions on this installation of Bugzilla - what product groups you are in, and whether you can edit bugs or perform various administration functions.

4.1.1. Introduction

Bugzilla has been successfully installed under Solaris, Linux, and Win32. Win32 is not yet officially supported, but many people have got it working fine. Please see Section 4.3.1 for further advice on getting Bugzilla to work on Microsoft Windows.

4.1.2. Package List

If you are running the very most recent version of Perl and MySQL (both the executables and development libraries) on your system, you can skip these manual installation steps for the Perl modules by using Bundle::Bugzilla; see Using Bundle::Bugzilla instead of manually installing Perl modules.

The software packages necessary for the proper running of Bugzilla (with download links) are:

1. MySQL database server (3.23.41 or greater)

2. Perl (5.6, 5.6.1 is recommended if you wish to use Bundle::Bugzilla)

3. Perl Modules (minimum version):

   1. Template (v2.08)

   2. File::Temp (1.804) (Prerequisite for Template)

   3. AppConfig (1.52)

   4. Text::Wrap (2001.0131)

   5. File::Spec (0.82)

   6. Data::Dumper (any)

   7. DBD::mysql (2.1010)

   8. DBI (1.32)

   9. Date::Parse (2.21)

   10. CGI (2.88)

   and, optionally:

   1. GD (1.20) for bug charting

   2. GD::Graph (any) for bug charting

   3. GD::Text::Align (any) for bug charting

   4. Chart::Base (0.99c) for bug charting

   5. XML::Parser (any) for the XML interface

   6. MIME::Parser (any) for the email interface

4. The web server of your choice. Apache is highly recommended.

It is a good idea, while installing Bugzilla, to ensure that there is some kind of firewall between you and the rest of the Internet, because your machine may be insecure for periods during the install. Many installation steps require an active Internet connection to complete, but you must take care to ensure that at no point is your machine vulnerable to an attack.

4.1.3. MySQL

Visit the MySQL homepage at www.mysql.com to grab and install the latest stable release of the server.

Many of the binary versions of MySQL store their data files in /var. On some Unix systems, this is part of a smaller root partition, and may not have room for your bug database. You can set the data directory as an option to configure if you build MySQL from source yourself.

If you install from something other than an RPM or Debian package, you will need to add mysqld to your init scripts so the server daemon will come back up whenever your machine reboots. Further discussion of UNIX init sequences are beyond the scope of this guide.

Change your init script to start mysqld with the ability to accept large packets. By default, mysqld only accepts packets up to 64K long. This limits the size of attachments you may put on bugs. If you add -O max_allowed_packet=1M to the command that starts mysqld (or safe_mysqld), then you will be able to have attachments up to about 1 megabyte. There is a Bugzilla parameter for maximum attachment size; you should configure it to match the value you choose here.

If you plan on running Bugzilla and MySQL on the same machine, consider using the --skip-networking option in the init script. This enhances security by preventing network access to MySQL.

4.1.4. Perl

Any machine that doesn't have Perl on it is a sad machine indeed. Perl can be got in source form from perl.com for the rare *nix systems which don't have it. Although Bugzilla runs with perl 5.6, it's a good idea to be up to the very latest version if you can when running Bugzilla. As of this writing, that is Perl version 5.8.

You can skip the following Perl module installation steps by installing Bundle::Bugzilla from CPAN, which installs all required modules for you. bash# perl -MCPAN -e 'install "Bundle::Bugzilla"' Bundle::Bugzilla doesn't include GD, Chart::Base, or MIME::Parser, which are not essential to a basic Bugzilla install. If installing this bundle fails, you should install each module individually to isolate the problem.

4.1.5. Perl Modules

All Perl modules can be found on the Comprehensive Perl Archive Network (CPAN). The CPAN servers have a real tendency to bog down, so please use mirrors.

Quality, general Perl module installation instructions can be found on the CPAN website, but the easy thing to do is to just use the CPAN shell which does all the hard work for you. To use the CPAN shell to install a module:

bash# perl -MCPAN -e 'install "<modulename>"'

To do it the hard way:

Untar the module tarball -- it should create its own directory

CD to the directory just created, and enter the following commands:

1. bash# perl Makefile.PL

2. bash# make

3. bash# make test

4. bash# make install

Many people complain that Perl modules will not install for them. Most times, the error messages complain that they are missing a file in "@INC". Virtually every time, this error is due to permissions being set too restrictively for you to compile Perl modules or not having the necessary Perl development libraries installed on your system. Consult your local UNIX systems administrator for help solving these permissions issues; if you are the local UNIX sysadmin, please consult the newsgroup/mailing list for further assistance or hire someone to help you out.

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4.1.5.5. GD (optional)

The GD library was written by Thomas Boutell a long while ago to programatically generate images in C. Since then it's become the defacto standard for programmatic image construction. The Perl bindings to it found in the GD library are used on millions of web pages to generate graphs on the fly. That's what Bugzilla will be using it for so you must install it if you want any of the graphing to work.

The Perl GD library requires some other libraries that may or may not be installed on your system, including libpng and libgd. The full requirements are listed in the Perl GD library README. If compiling GD fails, it's probably because you're missing a required library.

4.1.6. HTTP Server

You have freedom of choice here, pretty much any web server that is capable of running CGI scripts will work. Section 4.4 has more information about configuring web servers to work with Bugzilla.

We strongly recommend Apache as the web server to use. The Bugzilla Guide installation instructions, in general, assume you are using Apache. If you have got Bugzilla working using another webserver, please share your experiences with us.

4.1.7. Bugzilla

You should untar the Bugzilla files into a directory that you're willing to make writable by the default web server user (probably "nobody"). You may decide to put the files in the main web space for your web server or perhaps in /usr/local with a symbolic link in the web space that points to the Bugzilla directory.

If you symlink the bugzilla directory into your Apache's HTML hierarchy, you may receive Forbidden errors unless you add the "FollowSymLinks" directive to the <Directory> entry for the HTML root in httpd.conf.

Once all the files are in a web accessible directory, make that directory writable by your webserver's user. This is a temporary step until you run the post-install checksetup.pl script, which locks down your installation.

4.1.8. Setting Up the MySQL Database

After you've gotten all the software installed and working you're ready to start preparing the database for its life as the back end to a high quality bug tracker.

First, you'll want to fix MySQL permissions to allow access from Bugzilla. For the purpose of this Installation section, the Bugzilla username will be "bugs", and will have minimal permissions.

Begin by giving the MySQL root user a password. MySQL passwords are limited to 16 characters.

Next, we use an SQL GRANT command to create a "bugs" user, and grant sufficient permissions for checksetup.pl, which we'll use later, to work its magic. This also restricts the "bugs" user to operations within a database called "bugs", and only allows the account to connect from "localhost". Modify it to reflect your setup if you will be connecting from another machine or as a different user.

Remember to set <bugs_password> to some unique password.

If you are using MySQL 4, the bugs user also needs to be granted the LOCK TABLES and CREATE TEMPORARY TABLES permissions.

4.1.9. checksetup.pl

Next, run the magic checksetup.pl script. (Many thanks to Holger Schurig for writing this script!) This script is designed to make sure your MySQL database and other configuration options are consistent with the Bugzilla CGI files. It will make sure Bugzilla files and directories have reasonable permissions, set up the data directory, and create all the MySQL tables.

This file contains a variety of settings you may need to tweak including how Bugzilla should connect to the MySQL database.

The connection settings include:

1. server's host: just use "localhost" if the MySQL server is local

2. database name: "bugs" if you're following these directions

3. MySQL username: "bugs" if you're following these directions

4. Password for the "bugs" MySQL account; (<bugs_password>) above

Once you are happy with the settings, su to the user your web server runs as, and re-run checksetup.pl. (Note: on some security-conscious systems, you may need to change the login shell for the webserver account before you can do this.) On this second run, it will create the database and an administrator account for which you will be prompted to provide information.

The checksetup.pl script is designed so that you can run it at any time without causing harm. You should run it after any upgrade to Bugzilla.

4.1.10. Configuring Bugzilla

You should run through the parameters on the Edit Parameters page (link in the footer) and set them all to appropriate values. They key parameters are documented in Section 5.1.

4.2.1. Dependency Charts

As well as the text-based dependency graphs, Bugzilla also supports dependency graphing, using a package called 'dot'. Exactly how this works is controlled by the 'webdotbase' parameter, which can have one of three values:

1. A complete file path to the command 'dot' (part of GraphViz) will generate the graphs locally

2. A URL prefix pointing to an installation of the webdot package will generate the graphs remotely

3. A blank value will disable dependency graphing.

So, to get this working, install GraphViz. If you do that, you need to enable server-side image maps in Apache. Alternatively, you could set up a webdot server, or use the AT&T public webdot server (the default for the webdotbase param). Note that AT&T's server won't work if Bugzilla is only accessible using HARTS.

4.2.2. Bug Graphs

As long as you installed the GD and Graph::Base Perl modules you might as well turn on the nifty Bugzilla bug reporting graphs.

Add a cron entry like this to run collectstats.pl daily at 5 after midnight:

After two days have passed you'll be able to view bug graphs from the Bug Reports page.

4.2.3. The Whining Cron

By now you have a fully functional Bugzilla, but what good are bugs if they're not annoying? To help make those bugs more annoying you can set up Bugzilla's automatic whining system to complain at engineers which leave their bugs in the NEW state without triaging them.

This can be done by adding the following command as a daily crontab entry (for help on that see that crontab man page):

Depending on your system, crontab may have several manpages. The following command should lead you to the most useful page for this purpose: man 5 crontab

4.2.4. LDAP Authentication

This information on using the LDAP authentication options with Bugzilla is old, and the authors do not know of anyone who has tested it. Approach with caution.

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 where you need to deal with 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. This then fetches the email address from LDAP and authenticates seamlessly in the standard Bugzilla authentication scheme using this email address. If an account for this address already exists in your Bugzilla system, 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. You still assign bugs by email address, query on users by email address, etc.

Using LDAP for Bugzilla authentication requires the Mozilla::LDAP (aka PerLDAP) Perl module. The Mozilla::LDAP module in turn requires Netscape's Directory SDK for C. After you have installed the SDK, then install the PerLDAP module. Mozilla::LDAP and the Directory SDK for C are both available for download from mozilla.org.

Set the Param 'useLDAP' to "On" **only** if you will be using an LDAP directory for authentication. Be very careful when setting up this parameter; if you set LDAP authentication, but do not have a valid LDAP directory set up, you will not be able to log back in to Bugzilla once you log out. (If this happens, you can get back in by manually editing the data/params file, and setting useLDAP back to 0.)

If using LDAP, you must set the three additional parameters: Set LDAPserver to the name (and optionally port) of your LDAP server. If no port is specified, it defaults to the default port of 389. (e.g "ldap.mycompany.com" or "ldap.mycompany.com:1234") Set LDAPBaseDN to the base DN for searching for users in your LDAP directory. (e.g. "ou=People,o=MyCompany") uids must be unique under the DN specified here. Set LDAPmailattribute to the name of the attribute in your LDAP directory which contains the primary email address. On most directory servers available, this is "mail", but you may need to change this.

You can also try using OpenLDAP with Bugzilla, using any of a number of administration tools. You should apply the patch attached this bug: http://bugzilla.mozilla.org/show_bug.cgi?id=158630, then set the following object classes for your users:

1. objectClass: person

2. objectClass: organizationalPerson

3. objectClass: inetOrgPerson

4. objectClass: top

5. objectClass: posixAccount

6. objectClass: shadowAccount

4.2.5. Preventing untrusted Bugzilla content from executing malicious Javascript code

It is possible for a Bugzilla to execute malicious Javascript code. Due to internationalization concerns, we are unable to incorporate the code changes necessary to fulfill the CERT advisory requirements mentioned in http://www.cet.org/tech_tips/malicious_code_mitigation.html/#3. Executing the following code snippet from a UNIX command shell will rectify the problem if your Bugzilla installation is intended for an English-speaking audience. As always, be sure your Bugzilla installation has a good backup before making changes, and I recommend you understand what the script is doing before executing it.

bash# perl -pi -e "s/Content-Type\: text\/html/Content-Type\: text\/html\; charset=ISO-8859-1/i" *.cgi *.pl

All this one-liner command does is search for all instances of "Content-type: text/html" and replaces it with "Content-Type: text/html; charset=ISO-8859-1" . This specification prevents possible Javascript attacks on the browser, and is suggested for all English-speaking sites. For non-English-speaking Bugzilla sites, I suggest changing "ISO-8859-1", above, to "UTF-8".

Using <meta> tags to set the charset is not recommended, as there's a bug in Netscape 4.x which causes pages marked up in this way to load twice. See bug 126266 for more information including progress toward making bugzilla charset aware by default.

4.2.6. directoryindex for the Bugzilla default page.

You should modify the <DirectoryIndex> parameter for the Apache virtual host running your Bugzilla installation to allow index.cgi as the index page for a directory, as well as the usual index.html, index.htm, and so forth.

4.2.7. Bugzilla and mod_perl

Bugzilla is unsupported under mod_perl. Effort is underway to make it work cleanly in a mod_perl environment, but it is slow going.

4.2.8. mod_throttle and Security

It is possible for a user, by mistake or on purpose, to access the database many times in a row which can result in very slow access speeds for other users. If your Bugzilla installation is experiencing this problem , you may install the Apache module mod_throttle which can limit connections by ip-address. You may download this module at http://www.snert.com/Software/mod_throttle/ Follow the instructions to install into your Apache install. This module only functions with the Apache web server! You may use the ThrottleClientIP command provided by this module to accomplish this goal. See the Module Instructions for more information.

4.3.1. Microsoft Windows

Making Bugzilla work on windows is still a very painful processes. The Bugzilla Team is working to make it easier, but that goal is not considered a top priority. If you wish to run Bugzilla, we still recommend doing so on a Unix based system such as GNU/Linux. As of this writing, all members of the Bugzilla team and all known large installations run on Unix based systems.

If after hearing all that, you have enough pain tolerance to attempt installing Bugzilla on Win32, here are some pointers. Because this is a development version of the guide, these instructions are subject to change without notice. In fact, the Bugzilla Team hopes they do as we would like to have Bugzilla resonabally close to "out of the box" compatibility by the 2.18 release.

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4.3.1.2. Perl Modules on Win32

Bugzilla on Windows requires the same perl modules found in Section 4.1.2. The main difference is that windows uses ppm instead of CPAN.

C:\perl> ppm <module name>

The above syntax should work for all modules with the exception of Template Toolkit. The Template Toolkit website suggests using the instructions on OpenInteract's website.

A complete list of modules that can be installed using ppm can be found at http://www.activestate.com/PPMPackages/5.6plus.

my $mysql_binaries = `which mysql`;
          

my $mysql_binaries = "D:\\mysql\\bin\\mysql";
          

my $webservergid = getgrnam($my_webservergroup)
          

my $webservergid = '8'
          

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4.3.1.4. Serving the web pages

As is the case on Unix based systems, any web server should be able to handle Bugzilla; however, the Bugzilla Team still recommends Apache whenever asked. No matter what web server you choose, be sure to pay attention to the security notes in Section 5.6.4. More information on configuring specific web servers can be found in Section 4.4.

If using Apache on windows, you can set the ScriptInterpreterSource directive in your Apache config, if you don't do this, you'll have to modify the first line of every script to contain your path to perl instead of /usr/bin/perl.

4.3.2. Mac OS X

There are a lot of common libraries and utilities out there that Apple did not include with Mac OS X, but which run perfectly well on it. The GD library, which Bugzilla needs to do bug graphs, is one of these.

The easiest way to get a lot of these is with a program called Fink, which is similar in nature to the CPAN installer, but installs common GNU utilities. Fink is available from http://sourceforge.net/projects/fink/.

Follow the instructions for setting up Fink. Once it's installed, you'll want to run the following as root: fink install gd

It will prompt you for a number of dependencies, type 'y' and hit enter to install all of the dependencies. Then watch it work.

To prevent creating conflicts with the software that Apple installs by default, Fink creates its own directory tree at /sw where it installs most of the software that it installs. This means your libraries and headers for libgd will be at /sw/lib and /sw/include instead of /usr/lib and /usr/local/include. Because of these changed locations for the libraries, the Perl GD module will not install directly via CPAN, because it looks for the specific paths instead of getting them from your environment. But there's a way around that :-)

Instead of typing "install GD" at the cpan> prompt, type look GD. This should go through the motions of downloading the latest version of the GD module, then it will open a shell and drop you into the build directory. Apply this patch to the Makefile.PL file (save the patch into a file and use the command patch < patchfile.)

Then, run these commands to finish the installation of the GD module:

4.3.3. Linux-Mandrake 8.0

Linux-Mandrake 8.0 includes every required and optional library for Bugzilla. The easiest way to install them is by using the urpmi utility. If you follow these commands, you should have everything you need for Bugzilla, and ./checksetup.pl should not complain about any missing libraries. You may already have some of these installed.

bash# urpmi perl-mysql
bash# urpmi perl-chart
bash# urpmi perl-gd
bash# urpmi perl-MailTools    
bash# urpmi apache-modules
      

4.4.1. Apache httpd

As mentioned above, the Bugzilla Team recommends Apache for use with Bugzilla. You will have to make sure that Apache is properly configured to run the Bugzilla CGI scripts. You also need to make sure that the .htaccess files created by ./checksetup.pl (shown in Example 4-1 for the curious) are allowed to override Apache's normal access permissions or else important password information may be exposed to the Internet.

Many Apache installations are not configured to run scripts anywhere but in the cgi-bin directory; however, we recommend that Bugzilla not be installed in the cgi-bin, otherwise the static files such as images and JavaScript will not work correctly. To allow scripts to run in the normal web space, the following changes should be made to your httpd.conf file.

To allow files with a .cgi extension to be run, make sure the following line exists and is uncommented:

AddHandler cgi-script .cgi
        

To allow .htaccess files to override permissions and .cgi files to run in the Bugzilla directory, make sure the following two lines are in a Directory directive that applies to the Bugzilla directory on your system (either the Bugzilla directory or one of its parents).

Options +ExecCGI
AllowOverride Limit
        

For more information on Apache and its directives, see the glossary entry on Apache.

4.4.2. Microsoft Internet Information Services

If you need, or for some reason even want, to use Microsoft's Internet Information Services or Personal Web Server you should be able to. You will need to configure them to know how to run CGI scripts, however. This is described in Microsoft Knowledge Base article Q245225 for Internet Information Services and Q231998 for Personal Web Server.

Also, and this can't be stressed enough, make sure that files such as localconfig and your data directory are secured as described in Section 5.6.4.

4.4.3. AOL Server

Ben FrantzDale reported success using AOL Server with Bugzilla. He reported his experience and what appears below is based on that.

AOL Server will have to be configured to run CGI scripts, please consult the documentation that came with your server for more information on how to do this.

Because AOL Server doesn't support .htaccess files, you'll have to create a TCL script. You should create an aolserver/modules/tcl/filter.tcl file (the filename shouldn't matter) with the following contents (change /bugzilla/ to the web-based path to your Bugzilla installation):

ns_register_filter preauth GET /bugzilla/localconfig filter_deny
ns_register_filter preauth GET /bugzilla/localconfig~ filter_deny
ns_register_filter preauth GET /bugzilla/\#localconfig\# filter_deny
ns_register_filter preauth GET /bugzilla/*.pl filter_deny
ns_register_filter preauth GET /bugzilla/syncshadowdb filter_deny
ns_register_filter preauth GET /bugzilla/runtests.sh filter_deny
ns_register_filter preauth GET /bugzilla/data/* filter_deny
ns_register_filter preauth GET /bugzilla/template/* filter_deny
                                                                                
proc filter_deny { why } {
    ns_log Notice "filter_deny"
    return "filter_return"
}
      

This probably doesn't account for all possible editor backup files so you may wish to add some additional variations of localconfig. For more information, see bug 186383 or Bugtraq ID 6501.

If you are using webdot from research.att.com (the default configuration for the webdotbase paramater), you will need to allow access to data/webdot/*.dot for the reasearch.att.com machine. If you are using a local installation of GraphViz, you will need to allow everybody to access *.png, *.gif, *.jpg, and *.map in the data/webdot directory.

4.5.1. Bundle::Bugzilla makes me upgrade to Perl 5.6.1

Try executing perl -MCPAN -e 'install CPAN' and then continuing.

Certain older versions of the CPAN toolset were somewhat naive about how to upgrade Perl modules. When a couple of modules got rolled into the core Perl distribution for 5.6.1, CPAN thought that the best way to get those modules up to date was to haul down the Perl distribution itself and build it. Needless to say, this has caused headaches for just about everybody. Upgrading to a newer version of CPAN with the commandline above should fix things.

4.5.2. DBD::Sponge::db prepare failed

The following error message may appear due to a bug in DBD::mysql (over which the Bugzilla team have no control):

 DBD::Sponge::db prepare failed: Cannot determine NUM_OF_FIELDS at D:/Perl/site/lib/DBD/mysql.pm line 248.
  SV = NULL(0x0) at 0x20fc444
  REFCNT = 1
  FLAGS = (PADBUSY,PADMY)

To fix this, go to <path-to-perl>/lib/DBD/sponge.pm in your Perl installation and replace

 my $numFields;
 if ($attribs->{'NUM_OF_FIELDS'}) {
     $numFields = $attribs->{'NUM_OF_FIELDS'};
 } elsif ($attribs->{'NAME'}) {
     $numFields = @{$attribs->{NAME}};

by

 my $numFields;
 if ($attribs->{'NUM_OF_FIELDS'}) {
     $numFields = $attribs->{'NUM_OF_FIELDS'};
 } elsif ($attribs->{'NAMES'}) {
     $numFields = @{$attribs->{NAMES}};

(note the S added to NAME.)

4.5.3. cannot chdir(/var/spool/mqueue)

If you are installing Bugzilla on SuSE Linux, or some other distributions with "paranoid" security options, it is possible that the checksetup.pl script may fail with the error:

cannot chdir(/var/spool/mqueue): Permission denied

This is because your /var/spool/mqueue directory has a mode of "drwx------". Type chmod 755 /var/spool/mqueue as root to fix this problem.

4.5.4. Your vendor has not defined Fcntl macro O_NOINHERIT

This is caused by a bug in the version of File::Temp that is distributed with perl 5.6.0. Many minor variations of this error have been reported. Examples can be found in Figure 4-1.

Your vendor has not defined Fcntl macro O_NOINHERIT, used 
at /usr/lib/perl5/site_perl/5.6.0/File/Temp.pm line 208.

Your vendor has not defined Fcntl macro O_EXLOCK, used 
at /usr/lib/perl5/site_perl/5.6.0/File/Temp.pm line 210.

Your vendor has not defined Fcntl macro O_TEMPORARY, used 
at /usr/lib/perl5/site_perl/5.6.0/File/Temp.pm line 233.
        

Numerous people have reported that upgrading to version 5.6.1 or higher solved the problem for them. A less involved fix is to apply the patch in Figure 4-2. The patch is also available as a patch file.

--- File/Temp.pm.orig   Thu Feb  6 16:26:00 2003
+++ File/Temp.pm        Thu Feb  6 16:26:23 2003
@@ -205,6 +205,7 @@
     # eg CGI::Carp
     local $SIG{__DIE__} = sub {};
     local $SIG{__WARN__} = sub {};
+    local *CORE::GLOBAL::die = sub {};
     $bit = &$func();
     1;
   };
@@ -226,6 +227,7 @@
     # eg CGI::Carp
     local $SIG{__DIE__} = sub {};
     local $SIG{__WARN__} = sub {};
+    local *CORE::GLOBAL::die = sub {};
     $bit = &$func();
     1;
   };
        

5.2.1. 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.

If you wish to add more administrative users, add them to the "admin" group and, optionally, add edit the tweakparams, editusers, creategroups, editcomponents, and editkeywords groups to add the entire admin group to those groups.

5.2.2. Managing Other Users

5.3.1. Products

Products are the broadest category in Bugzilla, and tend to represent real-world shipping products. E.g. if your company makes computer games, you should have one product per game, perhaps a "Common" product for units of technology used in multiple games, and maybe a few special products (Website, Administration...)

Many of Bugzilla's settings are configurable on a per-product basis. The number of "votes" available to users is set per-product, as is the number of votes required to move a bug automatically from the UNCONFIRMED status to the NEW status.

To create a new product:

1. Select "products" from the footer

2. Select the "Add" link in the bottom right

3. Enter the name of the product and a description. The Description field may contain HTML.

Don't worry about the "Closed for bug entry", "Maximum Votes per person", "Maximum votes a person can put on a single bug", "Number of votes a bug in this Product needs to automatically get out of the UNCOMFIRMED state", and "Version" options yet. We'll cover those in a few moments.

5.3.2. 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 owner and (if you turned it on in the parameters), a QA Contact. The owner should be the primary person who fixes bugs in that component. The QA Contact should be the person who will ensure these bugs are completely fixed. The Owner, QA Contact, and Reporter will get email when new bugs are created in this Component and when these bugs change. Default Owner and Default QA Contact fields only dictate the default assignments; these can be changed on bug submission, or at any later point in a bug's life.

To create a new Component:

1. Select the "Edit components" link from the "Edit product" page

2. Select the "Add" link in the bottom right.

3. Fill out the "Component" field, a short "Description", the "Initial Owner" and "Initial QA Contact" (if enabled.) The Component and Description fields may contain HTML; the "Initial Owner" field must be a login name already existing in the database.

5.3.3. 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 most recent version with the bug.

To create and edit Versions:

1. From the "Edit product" screen, select "Edit Versions"

2. You will notice that the product already has the default version "undefined". Click the "Add" link in the bottom right.

3. Enter the name of the Version. This field takes text only. Then click the "Add" button.

5.3.4. 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.

Milestone options will only appear for a Product if you turned on the "usetargetmilestone" Param in the "Edit Parameters" screen.

To create new Milestones, set Default Milestones, and set Milestone URL:

1. Select "Edit milestones" from the "Edit product" page.

2. Select "Add" in the bottom right corner. text

3. Enter the name of the Milestone in the "Milestone" field. You can optionally set the "sortkey", which is a positive or negative number (-255 to 255) that defines where in the list this particular milestone appears. This is because milestones often do not occur in alphanumeric order For example, "Future" might be after "Release 1.2". Select "Add".

4. From the Edit product screen, you can enter the URL of a page which gives information about your milestones and what they mean.

   If you want your milestone document to be restricted so that it can only be viewed by people in a particular Bugzilla group, the best way is to attach the document to a bug in that group, and make the URL the URL of that attachment.

5.6.1. TCP/IP Ports

TCP/IP defines 65,000 some ports for trafic. Of those, Bugzilla only needs 1... 2 if you need to use features that require e-mail such as bug moving or the e-mail interface from contrib. You should audit your server and make sure that you aren't listening on any ports you don't need to be. You may also wish to use some kind of firewall software to be sure that trafic can only be recieved on ports you specify.

5.6.2. MySQL

MySQL ships by default with many settings that should be changed. By defaults it allows anybody to connect from localhost without a password and have full administrative capabilities. It also defaults to not have a root password (this is not the same as the system root). Also, many installations default to running mysqld as the system root.

1. Consult the documentation that came with your system for information on making mysqld run as an unprivleged user.

2. You should also be sure to disable the anonymous user account and set a password for the root user. This is accomplished using the following commands:

   bash$ mysql mysql mysql> DELETE FROM user WHERE user = ''; mysql> UPDATE user SET password = password('new_password') WHERE user = 'root'; mysql> FLUSH PRIVILEGES;

   From this point forward you will need to use mysql -u root -p and enter new_password when prompted when using the mysql client.

3. If you run MySQL on the same machine as your httpd server, you should consider disabling networking from within MySQL by adding the following to your /etc/my.conf:

   [myslqd] # Prevent network access to MySQL. skip-networking

4. You may also consider running MySQL, or even all of Bugzilla in a chroot jail; however, instructions for doing that are beyond the scope of this document.

5.6.3. Daemon Accounts

Many daemons, such as Apache's httpd and MySQL's mysqld default to running as either "root" or "nobody". Running as "root" introduces obvious security problems, but the problems introduced by running everything as "nobody" may not be so obvious. Basically, if you're running every daemon as "nobody" and one of them gets comprimised, they all get comprimised. For this reason it is recommended that you create a user account for each daemon.

You will need to set the webservergroup to the group you created for your webserver to run as in localconfig. This will allow ./checksetup.pl to better adjust the file permissions on your Bugzilla install so as to not require making anything world-writable.

5.6.4. Web Server Access Controls

There are many files that are placed in the Bugzilla directory area that should not be accessable from the web. Because of the way Bugzilla is currently layed out, the list of what should and should not be accessible is rather complicated. A new installation method is currently in the works which should solve this by allowing files that shouldn't be accessible from the web to be placed in directory outside the webroot. See bug 44659 for more information.

• In the main Bugzilla directory, you should:

  • Block: *.pl, *localconfig*, runtests.sh

  • But allow: localconfig.js, localconfig.rdf

• In data:

  • Block everything

  • But allow: duplicates.rdf

• In data/webdot:

  • If you use a remote webdot server:

    • Block everything

    • But allow *.dot only for the remote webdot server

  • Otherwise, if you use a local GraphViz:

    • Block everything

    • But allow: *.png, *.gif, *.jpg, *.map

  • And if you don't use any dot:

    • Block everything

• In Bugzilla:

  • Block everything

• In template:

  • Block everything

Bugzilla ships with the ability to generate .htaccess files instructing Apache which files should and should not be accessible. For more information, see Section 4.4.1.

You should test to make sure that the files mentioned above are not accessible from the Internet, especially your localconfig file which contains your database password. To test, simply point your web browser at the file; for example, to test mozilla.org's installation, we'd try to access http://bugzilla.mozilla.org/localconfig. You should get a 403 Forbidden error.

Not following the instructions in this section, including testing, may result in sensitive information being globally accessible.

You should check Section 4.4 to see if instructions have been included for your web server. You should also compare those instructions with this list to make sure everything is properly accounted for.

5.7.1. What to Edit

There are two different ways of editing of Bugzilla's templates, and which you use depends mainly on how you upgrade Bugzilla. The template directory structure is that there's a top level directory, template, which contains a directory for each installed localization. The default English templates are therefore in en. Underneath that, there is the default directory and optionally the custom directory. The default directory contains all the templates shipped with Bugzilla, whereas the custom directory does not exist at first and must be created if you want to use it.

The first method of making customizations is to directly edit the templates in template/en/default. This is probably the best method for small changes if you are going to use the CVS method of upgrading, because if you then execute a cvs update, any template fixes will get automagically merged into your modified versions.

If you use this method, your installation will break if CVS conflicts occur.

The other method is to copy the templates into a mirrored directory structure under template/en/custom. The templates in this directory automatically override those in default. This is the technique you need to use if you use the overwriting method of upgrade, because otherwise your changes will be lost. This method is also better if you are using the CVS method of upgrading and are going to make major changes, because it is guaranteed that the contents of this directory will not be touched during an upgrade, and you can then decide whether to continue using your own templates, or make the effort to merge your changes into the new versions by hand.

If you use this method, your installation may break if incompatible changes are made to the template interface. If such changes are made they will be documented in the release notes, provided you are using a stable release of Bugzilla. If you use using unstable code, you will need to deal with this one yourself, although if possible the changes will be mentioned before they occur in the deprecations section of the previous stable release's release notes.

Don't directly edit the compiled templates in data/template/* - your changes will be lost when Template Toolkit recompiles them.

5.7.2. How To Edit Templates

The syntax of the Template Toolkit language is beyond the scope of this guide. It's reasonably easy to pick up by looking at the current templates; or, you can read the manual, available on the Template Toolkit home page. However, you should particularly remember (for security reasons) to always HTML filter things which come from the database or user input, to prevent cross-site scripting attacks.

However, one thing you should take particular care about is the need to properly HTML filter data that has been passed into the template. This means that if the data can possibly contain special HTML characters such as <, and the data was not intended to be HTML, they need to be converted to entity form, ie &lt;. You use the 'html' filter in the Template Toolkit to do this. If you fail to do this, you may open up your installation to cross-site scripting attacks.

Also note that Bugzilla adds a few filters of its own, that are not in standard Template Toolkit. In particular, the 'url_quote' filter can convert characters that are illegal or have special meaning in URLs, such as &, to the encoded form, ie %26. This actually encodes most characters (but not the common ones such as letters and numbers and so on), including the HTML-special characters, so there's never a need to HTML filter afterwards.

Editing templates is a good way of doing a "poor man's custom fields". For example, if you don't use the Status Whiteboard, but want to have a free-form text entry box for "Build Identifier", then you can just edit the templates to change the field labels. It's still be called status_whiteboard internally, but your users don't need to know that.

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.

5.7.3. Template Formats

Some CGIs have the ability to use more than one template. For example, buglist.cgi can output bug lists as RDF or two different forms of HTML (complex and simple). (Try this out by appending &format=simple to a buglist.cgi URL on your Bugzilla installation.) This mechanism, called template 'formats', is extensible.

To see if a CGI supports multiple output formats, grep the CGI for "ValidateOutputFormat". If it's not present, adding multiple format support isn't too hard - see how it's done in other CGIs.

To make a new format template for a CGI which supports this, open a current template for that CGI and take note of the INTERFACE comment (if present.) This comment defines what variables are passed into this template. If there isn't one, I'm afraid you'll have to read the template and the code to find out what information you get.

Write your template in whatever markup or text style is appropriate.

You now need to decide what content type you want your template served as. Open up the localconfig file and find the $contenttypes variable. If your content type is not there, add it. Remember the three- or four-letter tag assigned to you content type. This tag will be part of the template filename.

Save the template as <stubname>-<formatname>.<contenttypetag>.tmpl. Try out the template by calling the CGI as <cginame>.cgi?format=<formatname> .

5.7.4. Particular Templates

There are a few templates you may be particularly interested in customizing for your installation.

index.html.tmpl: This is the Bugzilla front page.

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.

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.

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.

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.

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.

bug/create/create.html.tmpl and bug/create/comment.txt.tmpl: You may wish to get bug submitters to give certain bits of structured information, each in a separate input widget, for which there is not a field in the database. The bug entry system has been designed in an extensible fashion to enable you to define arbitrary fields and widgets, and have their values appear formatted in the initial Description, rather than in database fields. An example of this is the mozilla.org guided bug submission form.

To make this work, create a custom template for enter_bug.cgi (the default template, on which you could base it, is create.html.tmpl), and either call it create.html.tmpl or use a format and call it create-<formatname>.html.tmpl. Put it in the custom/bug/create directory. In it, add widgets for each piece of information you'd like collected - such as a build number, or set of steps to reproduce.

Then, create a template like custom/bug/create/comment.txt.tmpl, also named after your format if you are using one, which references the form fields you have created. When a bug report is submitted, the initial comment attached to the bug report will be formatted according to the layout of this template.

For example, if your enter_bug template had a field

<input type="text" name="buildid" size="30">

and then your comment.txt.tmpl had

BuildID: [% form.buildid %]

then

BuildID: 20020303

would appear in the initial checkin comment.

5.10.1. Bonsai

Bonsai is a web-based tool for managing CVS, the Concurrent Versioning System . Using Bonsai, administrators can control open/closed status of trees, query a fast relational database back-end for change, branch, and comment information, and view changes made since the last time the tree was closed. Bonsai also integrates with Tinderbox, the Mozilla automated build management system.

5.10.2. CVS

CVS integration is best accomplished, at this point, using the Bugzilla Email Gateway.

Follow the instructions in this Guide for enabling Bugzilla e-mail integration. Ensure that your check-in script sends an email to your Bugzilla e-mail gateway with the subject of "[Bug XXXX]", and you can have CVS check-in comments append to your Bugzilla bug. If you want to have the bug be closed automatically, you'll have to modify the contrib/bugzilla_email_append.pl script.

There is also a CVSZilla project, based upon somewhat dated Bugzilla code, to integrate CVS and Bugzilla through CVS' ability to email. Check it out at: http://homepages.kcbbs.gen.nz/~tonyg/.

5.10.3. Perforce SCM

You can find the project page for Bugzilla and Teamtrack Perforce integration (p4dti) at: http://www.ravenbrook.com/project/p4dti . "p4dti" is now an officially supported product from Perforce, and you can find the "Perforce Public Depot" p4dti page at http://public.perforce.com/public/perforce/p4dti/index.html .

Integration of Perforce with Bugzilla, once patches are applied, is seamless. Perforce replication information will appear below the comments of each bug. Be certain you have a matching set of patches for the Bugzilla version you are installing. p4dti is designed to support multiple defect trackers, and maintains its own documentation for it. Please consult the pages linked above for further information.

5.10.4. Tinderbox/Tinderbox2

We need Tinderbox integration information.