path: root/docs/xml/administration.xml

<!DOCTYPE chapter PUBLIC "-//OASIS//DTD DocBook V4.1//EN">

<!-- TOC
Chapter: Administration
 Localconfig and Checksetup.pl customizations
 The Email Gateway
 Editing parameters
  Deciding your site policies
  The Shadow Database
  Customizing password mail & layout
  The Whining Cron
  Why you shouldn't allow deletion
 User administration
  Creating Users
  Disabling Users
  User Permissions
 Product Administration
  Creating products
  Creating components
  Assigning default owners and Q/A contacts to components
  Product Milestones
  Product Versions
  Voting
-->

<CHAPTER id="administration">
  <TITLE>Administering Bugzilla</TITLE>
<SUBTITLE>Or, I just got this cool thing installed.  Now what the heck do I do with it?</SUBTITLE>

<PARA>
So you followed the README isntructions to the letter, and
just logged into bugzilla with your super-duper god account and you are sitting at the query
screen. Yet, you have nothing to query. Your first act of bisuness needs to be to setup the
operating parameters for bugzilla.</PARA>

  <SECTION id="postinstall-check">
    <TITLE>Post-Installation Checklist</TITLE>
    <PARA>
      After installation, follow the checklist below to ensure that
      you have a successful installation.
      If you do not see a recommended setting for a parameter,
      consider leaving it at the default
      while you perform your initial tests on your Bugzilla setup.
    </PARA>
      <INDEXTERM>
	<PRIMARY>checklist</PRIMARY>
      </INDEXTERM>
    <PROCEDURE>
      <STEP>
	<PARA>
	  Set "maintainer" to <EMPHASIS>your</EMPHASIS> email address.
	  This allows Bugzilla's error messages
	  to display your email
	  address and allow people to contact you for help.
	</PARA>
      </STEP>
      <STEP>
	<PARA>
	  Set "urlbase" to the URL reference for your Bugzilla installation.
	  If your bugzilla query page is at http://www.foo.com/bugzilla/query.cgi,
	  your url base is http://www.foo.com/bugzilla/
	</PARA>
      </STEP>
      <STEP>
	<PARA>
	  Set "usebuggroups" to "1" <EMPHASIS>only</EMPHASIS>
	  if you need to restrict access to products.
	  I suggest leaving this parameter <EMPHASIS>off</EMPHASIS>
	  while initially testing your Bugzilla.
	</PARA>
      </STEP>
      <STEP>
	<PARA>
	  Set "usebuggroupsentry" to "1" if you want to be able to restrict access to products.
	  Once again, if you are simply testing your installation, I suggest against
	  turning this parameter on; the strict security checking may stop you from
	  being able to modify your new entries.
	</PARA>
      </STEP>
      <STEP>
        <PARA>
	  Set "shadowdb" to "bug_shadowdb" if you will be
	  running a *very* large installation of Bugzilla.
	  The shadow database enables many simultaneous users
	  to read and write to the database
	  without interfering with one another.  
	  <NOTE>
	    <PARA>
	      Enabling "shadowdb" can adversely affect the stability
	      of your installation of Bugzilla.
	      You may frequently need to manually synchronize your databases,
	      or schedule nightly syncs
	      via "cron"
	    </PARA>
	  </NOTE>
	  Once again, in testing you should
	  avoid this option -- use it if or when you <EMPHASIS>need</EMPHASIS> to use it, and have
	  repeatedly run into the problem it was designed to solve -- very long wait times while
	  attempting to commit a change to the database.
        </PARA>
	<PARA>
	  If you use the "shadowdb" option, it is only natural that you should turn the "queryagainstshadowdb"
	  option "On" as well.  Otherwise you are replicating data into a shadow database for no reason!
	</PARA>
      </STEP>
      <STEP>
        <PARA>
	  If you have custom logos or HTML you must put in place to fit within your site design guidelines,
	  place the code in the "headerhtml", "footerhtml", "errorhtml", "bannerhtml", or "blurbhtml" text boxes.
	  <NOTE>
	    <PARA>
	      The "headerhtml" text box is the HTML printed out <EMPHASIS>before</EMPHASIS> any other code on the page.
	      If you have a special banner, put the code for it in "bannerhtml".  You may want to leave these
	      settings at the defaults initially.
	    </PARA>
	  </NOTE>
	</PARA>
      </STEP>
      <STEP>
        <PARA>
	  Add any text you wish to the "passwordmail" parameter box.  For instance,
	  many people choose to use this box to give a quick training blurb about how to
	  use Bugzilla at your site.
        </PARA>
      </STEP>
      <STEP>
        <PARA>
	  Set "newemailtech" to "on".  Your users will thank you.  This is the default in the post-2.12 world.
	</PARA>
      </STEP>
      <STEP>
	<PARA>
	  Do you want to use the qa contact ("useqacontact") and status whiteboard ("usestatuswhiteboard") fields?
	  These fields are useful because they allow for more flexibility, particularly when you have an existing
	  Quality Assurance and/or Release Engineering team, 
	  but they may not be needed for smaller installations.
	</PARA>
      </STEP>
      <STEP>
	<PARA>
	  Set "whinedays" to the amount of days you want to let bugs go in the "New" or "Reopened" state before
	  notifying people they have untouched new bugs.  If you do not plan to use this feature, simply do
	  not set up the whining cron job described in the README, or set this value to "0".
	</PARA>
      </STEP>
      <STEP>
	<PARA>
	  Set the "commenton" options according to your site policy.  It is a wise idea to require comments when users
	  resolve, reassign, or reopen bugs.
	  <NOTE>
	    <PARA>
	      It is generally far better to require a developer comment when resolving bugs than not.
	      Few things are more annoying to bug database users than having a developer
	      mark a bug "fixed" without any comment as to what the fix was (or even that it was truly fixed!)
	    </PARA>
	  </NOTE>
	</PARA>
      </STEP>
      <STEP>
	<PARA>
	  Set "supportwatchers" to "On".  This feature is helpful for team leads to monitor progress in their
	  respective areas, and can offer many other benefits, such as allowing a developer to pick up a
	  former engineer's bugs without requiring her to change all the information in the bug.
	</PARA>
      </STEP>
    </PROCEDURE>
  </SECTION>

  <SECTION id="useradmin">
    <TITLE>User Administration</TITLE>
    <PARA>
      User administration is one of the easiest parts of Bugzilla.
      Keeping it from getting out of hand, however, can become a challenge.
    </PARA>

    <SECTION id="defaultuser">
      <TITLE>Creating the Default User</TITLE>

      <PARA>
	When you first run checksetup.pl after installing Bugzilla, it will prompt you
	for the administrative username (email address) and password for this "super user".
	If for some reason you were to delete the "super user" account, re-running
	checksetup.pl will again prompt you for this username and password.
      </PARA>
      <TIP>
	<PARA>
       If you wish to add more administrative users, you must use the MySQL interface.
	Run "mysql" from the command line, and use these commands ("mysql>" denotes the 
	mysql prompt, not something you should type in):
	<COMMAND><PROMPT>mysql></PROMPT> use bugs;</COMMAND>
	<COMMAND><PROMPT>mysql></PROMPT> update profiles set groupset=0x7ffffffffffffff
	  where login_name = "(user's login name)"; </COMMAND>
	</PARA>
      </TIP>
    </SECTION>

    <SECTION id="manageusers">
      <TITLE>Managing Other Users</TITLE>

      <SECTION id="login">
	<TITLE>Logging In</TITLE>
	<ORDEREDLIST>
	  <LISTITEM>
	    <PARA>
	      Open the index.html page for your Bugzilla installation in your browser window.
	    </PARA>
	  </LISTITEM>
	  <LISTITEM>
	    <PARA>
	      Click the "Query Existing Bug Reports" link.
	    </PARA>
	  </LISTITEM>
	  <LISTITEM>
	    <PARA>
	      Click the "Log In" link at the foot of the page.
	    </PARA>
	  </LISTITEM>
	  <LISTITEM>
	    <PARA>
	      Type your email address, and the password which was emailed to you when you
	      created your Bugzilla account, into the spaces provided.
	    </PARA>
	  </LISTITEM>
	</ORDEREDLIST>
	<PARA>Congratulations, you are logged in!</PARA>
      </SECTION>

      <SECTION id="createnewusers">
	<TITLE>Creating new users</TITLE>
	<PARA>
	  Your users can create their own user accounts by clicking the "New Account"
	  link at the bottom of each page.
	  However, should you desire to create user accounts ahead of time, here is how you do it.
	</PARA>
	<ORDEREDLIST>
	  <LISTITEM>
	    <PARA>
	      After logging in, click the "Users" link at the footer of the query page.
	    </PARA>
	  </LISTITEM>
	  <LISTITEM>
	    <PARA>
	      To see a specific user, type a portion of their login name
	      in the box provided and click "submit".
	      To see all users, simply click the "submit" button.
	      You must click "submit" here to be able to add a new user.
	    </PARA>
	    <TIP>
	      <PARA>
		More functionality is available via the list on the right-hand side
		of the text entry box.
		You can match what you type as a case-insensitive substring (the default)
		of all users on your system, a case-sensitive regular expression
		(please see the "man regexp" manual page for details on regular expression syntax),
		or a <EMPHASIS>reverse</EMPHASIS> regular expression match,
		where every user name which does NOT match the regular expression
		is selected.
	      </PARA>
	    </TIP>
	  </LISTITEM>
	  <LISTITEM>
	    <PARA>
	      Click the "Add New User" link at the bottom of the user list
	    </PARA>
	  </LISTITEM>
	  <LISTITEM>
	    <PARA>
	      Fill out the form presented.  This page is self-explanatory.  When done, click "submit".
	    </PARA>
	    <NOTE>
	      <PARA>
		Adding a user this way will <EMPHASIS>not</EMPHASIS> send an email
		informing them of their username and password.
		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.
	      </PARA>
	    </NOTE>
	  </LISTITEM>
	</ORDEREDLIST>
      </SECTION>

      <SECTION id="disableusers">
	<TITLE>Disabling Users</TITLE>
	<PARA>
	  I bet you noticed that big "Disabled Text" entry box available from the "Add New User" screen,
	  when you edit an account?
	  By entering any text in this box and selecting "submit",
	  you have prevented the user from using Bugzilla via the web interface.
	  Your explanation, written in this text box, will be presented to the user
	  the next time she attempts to use the system.
	  <WARNING>
	    <PARA>
	      Don't disable your own administrative account, or you will hate life!
	    </PARA>
	  </WARNING>
	</PARA>
      </SECTION>

      <SECTION id="modifyusers">
	<TITLE>Modifying Users</TITLE>
	<PARA>
	  Here I will attempt to describe the function of each option on the user edit screen.
	</PARA>
	<ITEMIZEDLIST>
	  <LISTITEM>
	    <PARA>
	      <EMPHASIS>Login Name</EMPHASIS>: This is generally the user's email address.
	      However, if you have edited your system parameters,
	      this may just be the user's login name or some other identifier.
	      <TIP>
		<PARA>
		  For compatability reasons, you should probably
		  stick with email addresses as user login names.  It will make your life easier.
		</PARA>
	      </TIP>
	    </PARA>
	  </LISTITEM>
	  <LISTITEM>
	    <PARA>
	      <EMPHASIS>Real Name</EMPHASIS>: Duh!
	    </PARA>
	  </LISTITEM>
	  <LISTITEM>
	    <PARA>
	      <EMPHASIS>Password</EMPHASIS>: You will only see asterisks in versions
	      of Bugzilla newer than 2.10 or early 2.11.  You can change the user password here.
	    </PARA>
	  </LISTITEM>
	  <LISTITEM>
	    <PARA>
	      <EMPHASIS>Email Notification</EMPHASIS>: You may choose from one of three options:
	      <ORDEREDLIST>
		<LISTITEM>
		  <PARA>
		    All qualifying bugs except those which I change:
		    The user will be notified of any change to any bug
		    for which she is the reporter, assignee, Q/A contact, CC recipient, or "watcher".
		  </PARA>
		</LISTITEM>
		<LISTITEM>
		  <PARA>
		    Only those bugs which I am listed on the CC line:
		    The user will not be notified of changes to bugs where she is the assignee,
		    reporter, or Q/A contact, but will receive them if she is on the CC list.
		    <NOTE>
		      <PARA>
			She will still receive whining cron emails if you set up the "whinemail" feature.
		      </PARA>
		    </NOTE>
		  </PARA>
		</LISTITEM>
		<LISTITEM>
		  <PARA>
		    <EMPHASIS>All Qualifying Bugs</EMPHASIS>: This user is a glutton for punishment.
		    If her name is in the reporter, Q/A contact, CC, assignee, or is a "watcher",
		    she will get email updates regarding the bug.
		  </PARA>
		</LISTITEM>
	      </ORDEREDLIST>
</PARA>
	    <PARA>
	      <EMPHASIS>Disable Text</EMPHASIS>: If you type anything in this box,
	      including just a space, the user account is disabled from making any changes
	      to bugs via the web interface, and what you type in this box is presented as the reason.
	      <WARNING>
		<PARA>Don't disable the administrator account!</PARA>
	      </WARNING>
	      <NOTE>
		<PARA>
		  As of this writing, the user can still submit bugs via the e-mail gateway,
		  if you set it up, despite the disabled text field.  The e-mail gateway should
		  <EMPHASIS>not</EMPHASIS> be enabled for secure installations of Bugzilla.
		</PARA>
	      </NOTE>
	    </PARA>
	  </LISTITEM>
	  <LISTITEM>
	    <PARA>
	      <EMPHASIS>CanConfirm</EMPHASIS>: This field is only used if you have enabled
	      "unconfirmed" status in your parameters screen.  If you enable this for a user,
	      that user can then move bugs from "Unconfirmed" to "Confirmed" status (ergo: "New" status).
	      Be judicious about allowing users to turn this bit on for other users.
	    </PARA>
	  </LISTITEM>
	  <LISTITEM>
	    <PARA>
	      <EMPHASIS>Creategroups</EMPHASIS>: This option will allow a user to create and
	      destroy groups in Bugzilla.  Unless you are using the Bugzilla GroupSentry security
	      option "usebuggroupsentry" in your parameters, this setting has no effect.
	    </PARA>
	  </LISTITEM>
	  <LISTITEM>
	    <PARA>
	      <EMPHASIS>Editbugs</EMPHASIS>: Unless a user has this bit set, they can only edit
	      those bugs for which they are the assignee or the reporter.  
	      <NOTE>
		<PARA>
		  Leaving this option unchecked does not prevent users from adding
		  comments to a bug!  They simply cannot change a bug priority, severity,
		  etc. unless they are the assignee or reporter.
		</PARA>
	      </NOTE>
	    </PARA>
	  </LISTITEM>
	  <LISTITEM>
	    <PARA>
	      <EMPHASIS>Editcomponents</EMPHASIS>: This flag allows a user to create new 
	      products and components, as well as modify and destroy those that have no bugs
	      associated with them.  If a product or component has bugs associated with it,
	      those bugs must be moved to a different product or component before Bugzilla
	      will allow them to be destroyed.  The name of a product or component can be
	      changed without affecting the associated bugs, but it tends to annoy
	      the hell out of your users when these change a lot.
	    </PARA>
	  </LISTITEM>
	  <LISTITEM>
	    <PARA>
	      <EMPHASIS>Editkeywords</EMPHASIS>: If you use Bugzilla's keyword functionality,
	      enabling this feature allows a user can 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.
	      You must be very careful about creating too many new keywords
	      if you run a very large Bugzilla installation; keywords are global variables 
	      across products, and you can often run into a phenomenon called "keyword bloat".
	      This confuses users, and then the feature goes unused.
	    </PARA>
	  </LISTITEM>
	  <LISTITEM>
	    <PARA>
	      <EMPHASIS>Editusers</EMPHASIS>: This flag allows a user do what you're doing
	      right now: edit other users.
	      This will allow those with the right to do so to remove administrator
	      priveleges from other users or grant them to themselves.  Enable with care.
	    </PARA>
	  </LISTITEM>
	  <LISTITEM>
	    <PARA>
	      <EMPHASIS>PRODUCT</EMPHASIS>: PRODUCT bugs access.  This allows an administrator,
	      with product-level granularity, to specify in which products a user can edit bugs. 
	      The user must still have the "editbugs" privelege to edit bugs in this area;
	      this simply restricts them from even seeing bugs outside these boundaries if the administrator
	      has enabled the group sentry parameter "usebuggroupsentry".  Unless you are using bug groups,
	      this option has no effect.
	    </PARA>
	  </LISTITEM>
	</ITEMIZEDLIST>
      </SECTION>
    </SECTION>
  </SECTION>

  <SECTION id="programadmin">
    <TITLE>Product, Component, Milestone, and Version Administration</TITLE>
    <EPIGRAPH>
      <PARA>
	Dear Lord, we have to get our users to do WHAT?
      </PARA>
    </EPIGRAPH>
    <REMARK>
      Many thanks to Zach Lipton for his contributions to this section
    </REMARK>

    <SECTION id="products">
      <TITLE>Products</TITLE>
      <SUBTITLE>Formerly, and in some spots still, called "Programs"</SUBTITLE>
      <PARA>
	<GLOSSTERM baseform="product" linkend="gloss_product">Products</GLOSSTERM> are the
	broadest category in Bugzilla, and you should have the least of these.
	If your company makes computer games, you should have one product per game,
	and possibly a few special products
	(website, meetings...)
      </PARA>
      <PARA>
	A Product (formerly called "Program", and still referred to that way
	in some portions of the source code) controls some very important functions.
	The number of "votes" available for users to vote for the most important bugs
	is set per-product, as is the number of votes required to move a bug automatically
	from the UNCONFIRMED status to the NEW status.  One can close a Product for further
	bug entry and define various Versions available from the Edit Product screen.
      </PARA>
      <PARA>To create a new product:</PARA>
      <ORDEREDLIST>
	<LISTITEM>
	  <PARA>
	    Select "components" from the yellow footer
	  </PARA>
	  <TIP>
	    <PARA>
	      It may seem counterintuitive to click "components" when you want
	      to edit the properties associated with Products.  This is one of a long
	      list of things we want in Bugzilla 3.0...
	    </PARA>
	  </TIP>
	</LISTITEM>
	<LISTITEM>
	  <PARA>
	    Select the "Add" link to the right of "Add a new product".
	  </PARA>
	</LISTITEM>
	<LISTITEM>
	  <PARA>
	    Enter the name of the product and a description.
	    The Description field is free-form.
	  </PARA>
	</LISTITEM>
      </ORDEREDLIST>
      <TIP>
	<PARA>
	  Don't worry about the "Closed for bug entry", "Maximum Votes per person", 
	  "Maximum votes a person can put on a single bug", "Number of votes a bug in
	  this Product needs to automatically get out of the UNCOMFIRMED state",
	  and "Version" options yet.
	  We'll cover those in a few moments.
	</PARA>
      </TIP>
    </SECTION>
    
    <SECTION id="components">
      <TITLE>Components</TITLE>
      <PARA>
	Components are subsections of a Product. 

	<EXAMPLE>
	  <TITLE>Creating some Components</TITLE>
	  <INFORMALEXAMPLE>
	    <PARA>
	      The computer game you are designing may a "UI" component, an "API" component,
	      a "Sound System" component, and a "Plugins" component, each overseen by a different
	      programmer.  It often makes sense to divide Components in Bugzilla according to the
	      natural divisions of responsibility within your Product or company.
	    </PARA>
	  </INFORMALEXAMPLE>
	</EXAMPLE>

	Each component has a owner and (if you turned it on in the parameters), a qa
	contact. The owner should be the primary person who fixes bugs in that component.  The  QA
	Contact should be the person who will ensure these bugs are completely fixed. The Owner,
	QA Contact, and Reporter will get email when new bugs are created in this Component and
	when these bugs change. Default Owner and Default QA Contact fields only dictate the
	<EMPHASIS>default assignments</EMPHASIS>; the Owner and Q/A Contact fields in a bug 
	are otherwise unrelated to the Component.
      </PARA>

      <PARA>
	To create a new Component:
      </PARA>
      <ORDEREDLIST>
	<LISTITEM>
	  <PARA>
	    Select the "Edit components" link from the "Edit Product" page
	  </PARA>
	</LISTITEM>
	<LISTITEM>
	  <PARA>
	    Select the "Add" link to the right of the "Add a new component" text
	    on the "Select Component" page.
	  </PARA>
	</LISTITEM>
	<LISTITEM>
	  <PARA>
	    Fill out the "Component" field, a short "Description", and the "Initial Owner".
	    The "Component" field should not contain a space.  The "Description" field is
	    free-form.  The "Initial Owner" field must be that of a valid user already
	    existing in the database.  If the initial owner does not exist, Bugzilla
	    will refuse to create the component.
	    <TIP>
	      <PARA>
		Is your "Default Owner" a user who is not yet in the database?
		No problem.
		<ORDEREDLIST>
		  <LISTITEM>
		    <PARA>
		      Select the "Log out" link on the footer of the page.
		    </PARA>
		  </LISTITEM>
		  <LISTITEM>
		    <PARA>
		      Select the "New Account" link on the footer of the "Relogin" page
		    </PARA>
		  </LISTITEM>
		  <LISTITEM>
		    <PARA>
		      Type in the email address of the default owner you want to create
		      in the "E-mail address" field, and her full name in the "Real name"
		      field, then select the "Submit Query" button.
		    </PARA>
		  </LISTITEM>
		  <LISTITEM>
		    <PARA>
		      Now select "Log in" again, type in your login information, and you
		      can modify the product to use the Default Owner information
		      you require.
		    </PARA>
		  </LISTITEM>
		</ORDEREDLIST>
	      </PARA>
	    </TIP>
	  </PARA>
	</LISTITEM>
	<LISTITEM>
	  <PARA>
	    Either "edit" more components or return to the "query" page on the ensuing
	    "Addming new component" page.  To return to the Product you were editing, you
	    must select the "components" link as before.
	  </PARA>
	</LISTITEM>
      </ORDEREDLIST>
    </SECTION>
    
    <SECTION id="versions">
      <TITLE>Versions</TITLE>
      <PARA>
	Versions are the revisions of the product, such as "Flinders 3.1", "Flinders 95",
	and "Flinders 2000".  Using Versions helps you isolate code changes and are an aid
	in reporting.

	<EXAMPLE>
	  <TITLE>Common Use of Versions</TITLE>
	  <INFORMALEXAMPLE>
	    <PARA>
	      A user reports a bug
	      against Version "Beta 2.0" of your product.  The current Version of your software
	      is "Release Candidate 1", and no longer has the bug.  This will
	      help you triage and classify bugs according to their relevance.  It is also
	      possible people may report bugs against bleeding-edge beta versions that are
	    not evident in older versions of the software.  This can help isolate code
	      changes that caused the bug
	    </PARA>
	  </INFORMALEXAMPLE>
	</EXAMPLE>
	<EXAMPLE>
	  <TITLE>A Different Use of Versions</TITLE>
	  <INFORMALEXAMPLE>
	    <PARA>
	      This field has been used to good effect by an online service provider in a slightly
	      different way.  They had three versions of the product: "Production", "QA",
	      and "Dev".  Although it may be the same product, a bug in the development
	      environment is not normally as critical as a Production bug, nor does it
	      need to be reported publicly.  When used in conjunction with Target Milestones,
	      one can easily specify the environment where a bug can be reproduced, and
	      the Milestone by which it will be fixed.
	    </PARA>
	  </INFORMALEXAMPLE>
	</EXAMPLE>
       </PARA>
      <PARA>
	To create and edit Versions:
      </PARA>
      <ORDEREDLIST>
	<LISTITEM>
	  <PARA>
	    From the "Edit Product" screen, select "Edit Versions"
	  </PARA>
	</LISTITEM>
	<LISTITEM>
	  <PARA>
	    You will notice that the product already has the default version "undefined".
	    If your product doesn't use version numbers, you may want to leave this as it is
	    or edit it so that it is "---". You can then go back to the edit versions page
	    and add new versions to your product.
	  </PARA>
	  <PARA>
	    Otherwise, click the "Add" button to the right of the "Add a new version" text.
	  </PARA>
	</LISTITEM>
	<LISTITEM>
	  <PARA>
	    Enter the name of the Version.  This can be free-form characters up to the limit of the
	    text box.  Then select the "Add" button.
	  </PARA>
	</LISTITEM>
	<LISTITEM>
	  <PARA>
	    At this point you can select "Edit" to edit more Versions, or return to the "Query"
	    page, from which you can navigate back to the product through the "components" link
	    at the foot of the Query page.
	  </PARA>
	</LISTITEM>
      </ORDEREDLIST>
    </SECTION>
    
    <SECTION id="milestones">
      <TITLE>Milestones</TITLE>
      <PARA>
	Milestones are "targets" that you plan to get a bug fixed by. For example, you have a bug that
	you plan to fix for your 3.0 release, it would be assigned the milestone of 3.0. Or, you have a
	bug that you plan to fix for 2.8, this would have a milestone of 2.8.
      </PARA>
      <NOTE>
	<PARA>
	  Milestone options will only appear for a Product if you turned the "usetargetmilestone" field
	  in the "Edit Parameters" screen "On".
	</PARA>
      </NOTE>
      <PARA>
	To create new Milestones, set Default Milestones, and set Milestone URL: 
      </PARA>
      <ORDEREDLIST>
	<LISTITEM>
	  <PARA>
	    Select "edit milestones"
	  </PARA>
	</LISTITEM>
	<LISTITEM>
	  <PARA>
	    Select "Add" to the right of the "Add a new milestone" text
	  </PARA>
	</LISTITEM>
	<LISTITEM>
	  <PARA>
	    Enter the name of the Milestone in the "Milestone" field.
	    You can optionally set the "Sortkey", which is a positive or negative number (-255 to 255)
	    that defines where in the list this particular milestone appears.
	    Select "Add".
	  </PARA>
	  <EXAMPLE>
	    <TITLE>Using SortKey with Target Milestone</TITLE>
	    <INFORMALEXAMPLE>
	      <PARA>
		Let's say you create a target milestone called "Release 1.0", with Sortkey set to "0".
		Later, you realize that you will have a public beta, called "Beta1".
		You can create a Milestone called "Beta1", with a Sortkey of "-1" in order to ensure
		people will see the Target Milestone of "Beta1" earlier on the list than "Release 1.0"
	      </PARA>
	    </INFORMALEXAMPLE>
	  </EXAMPLE>
	</LISTITEM>
	<LISTITEM>
	  <PARA>
	    If you want to add more milestones, select the "Edit" link.
	    If you don't, well shoot, you have to go back to the "query" page and select "components"
	    again, and make your way back to the Product you were editing.
	    <NOTE>
	      <PARA>
		This is another in the list of unusual user interface decisions that
		we'd like to get cleaned up.  Shouldn't there be a link to the effect of
		"edit the Product I was editing when I ended up here"?  In any case,
		clicking "components" in the footer takes you back to the "Select product"
		screen, from which you can begin editing your product again.
	      </PARA>
	    </NOTE>
	  </PARA>
	</LISTITEM>
	<LISTITEM>
	  <PARA>
	    From the Edit Product screen again (once you've made your way back), enter the URL
	    for a description of what your milestones are for this product in the "Milestone URL" field.
	    It should be of the format "http://www.foo.com/bugzilla/product_milestones.html"
	  </PARA>
	  <PARA>
	    Some common uses of this field include product descriptions, product roadmaps,
	    and of course a simple description of the meaning of each milestone.
	  </PARA>
	</LISTITEM>
	<LISTITEM>
	  <PARA>
	    If you're using Target Milestones, the "Default Milestone" field must have some
	    kind of entry.  If you really don't care if people set coherent Target Milestones, 
	    simply leave this at the default, "---".  However, controlling and regularly updating the Default
	    Milestone field is a powerful tool when reporting the status of projects.
	  </PARA>
	  <PARA>Select the "Update" button when you are done.</PARA>
	</LISTITEM>
	<LISTITEM>
	  <PARA>
	    
	  </PARA>
	</LISTITEM>
      </ORDEREDLIST>
    </SECTION>
    
    <SECTION id="voting">
      <TITLE>Voting</TITLE>
      <PARA>
	The concept of "voting" is a poorly understood, yet powerful feature for the management
	of open-source projects.  Each user is assigned so many Votes per product, which they can
	freely reassign (or assign multiple votes to a single bug).
	This allows developers to gauge user need for a particular enhancement
	or bugfix.  By allowing bugs with a certain number of votes to automatically move from
	"UNCONFIRMED" to "NEW", users of the bug system can help high-priority bugs garner
	attention so they don't sit for a long time awaiting triage.
      </PARA>
      <PARA>
	The daunting challenge of Votes is deciding where you draw the line for a "vocal majority".  If you
	only have a user base of 100 users, setting a low threshold for bugs to move from UNCONFIRMED
	to NEW makes sense.  As the Bugzilla user base expands, however, these thresholds must be
	re-evaluated.  You should gauge whether this feature is worth the time and close monitoring involved,
	and perhaps forego implementation until you have a critical mass of users who demand it.
      </PARA>
      <PARA>To modify Voting settings:</PARA>
      <ORDEREDLIST>
	<LISTITEM>
	  <PARA>
	    Navigate to the "Edit Product" screen for the Product you wish to modify
	  </PARA>
	</LISTITEM>
	<LISTITEM>
	  <PARA>
	    Set "Maximum Votes per person" to your calculated value.  Setting this field
	    to "0" disables voting.
	  </PARA>
	</LISTITEM>
	<LISTITEM>
	  <PARA>
	    Set "Maximum Votes a person can put on a single bug" to your calculated value.  It
	    should probably be some number lower than the "Maximum votes per person".
	    Setting this field to "0" disables voting, but leaves the voting options open
	    to the user.  This is confusing.
	  </PARA>
	</LISTITEM>
	<LISTITEM>
	  <PARA>
	    Set "Number of votes a bug in this product needs to automatically get out of the
	    UNCONFIRMED state" to your calculated number.  Setting this field to "0" 
	    disables the automatic move of bugs from UNCONFIRMED to NEW.  Some people
	    advocate leaving this at "0", but of what use are Votes if your Bugzilla
	    user base is unable to affect which bugs appear on Development radar?
	    <TIP>
	      <PARA>
		You should probably set this number to higher than a small coalition of
		Bugzilla users can influence it.  Most sites use this as a "referendum"
		mechanism -- if users are able to vote a bug out of UNCONFIRMED, it
		is a <EMPHASIS>really</EMPHASIS> bad bug!
	      </PARA>
	    </TIP>
	  </PARA>
	</LISTITEM>
	<LISTITEM>
	  <PARA>
	    Once you have adjusted the values to your preference, select the "Update" button.
	  </PARA>
	</LISTITEM>
      </ORDEREDLIST>
    </SECTION>    

    <SECTION id="groups">
      <TITLE>Groups and Group Security</TITLE>
      <PARA>
	Groups can be very useful in bugzilla, because they allow users to isolate
	bugs or products that should only be seen by certain people.  Groups can also
	be a complicated minefield of interdependencies and weirdness if mismanaged.

	<EXAMPLE>
	  <TITLE>When to Use Group Security</TITLE>
	  <INFORMALEXAMPLE>
	    <PARA>
	      Many Bugzilla sites isolate "Security-related" bugs from all other bugs.
	      This way, they can have a fix ready before the security vulnerability
	      is announced to the world.  You can create a "Security" product which, by
	      default, has no members, and only add members to the group (in their individual
	      User page, as described under User Administration) who should have
	      priveleged access to "Security" bugs.  Alternately, you may create a Group
	      independently of any Product, and change the Group mask on individual bugs
	      to restrict access to members only of certain Groups.
	    </PARA>
	  </INFORMALEXAMPLE>
	</EXAMPLE>
	
	Groups only work if you enable the "usebuggroups" paramater.
	In addition, if the "usebuggroupsentry" parameter is "On", one can restrict access
	to products by groups, so that only members of a product group are able to view
	bugs within that product.
	Group security in Bugzilla can be divided into two categories:
	Generic and Product-Based.
      </PARA>
      <NOTE>
	<PARA>
	  Groups in Bugzilla are a complicated beast that evolved out of very simple user
	  permission bitmasks, apparently itself derived from common concepts in UNIX access
	  controls.  A "bitmask" is a fixed-length number whose value can describe one, and
	  only one, set of states.  For instance, UNIX file permissions are assigned bitmask
	  values:  "execute" has a value of 1, "write" has a value of 2, 
	  and "read" has a value of 4.  Add them together,
	  and a file can be read, written to, and executed if it has a bitmask of "7". (This
	  is a simplified example -- anybody who knows UNIX security knows there is much
	  more to it than this.  Please bear with me for the purpose of this note.)  The only
	  way a bitmask scheme can work is by doubling the bit count for each value.  Thus
	  if UNIX wanted to offer another file permission, the next would have to be a value of
	  8, then the next 16, the next 32, etc.
	</PARA>
	<PARA>
	  Similarly, Bugzilla offers a bitmask to define group permissions, with an internal
	  limit of 64.  Several are already occupied
	  by built-in permissions.  The way around this limitation is
	  to avoid assigning groups to products if you have many products, avoid bloating
	  of group lists, and religiously prune irrelevant groups.  In reality, most installations
	  of Bugzilla support far fewer than 64 groups, so this limitation has not hit
	  for most sites, but it is on the table to be revised for Bugzilla 3.0
	  because it interferes with the security schemes of some administrators.
	</PARA>
      </NOTE>
      <PARA>
	To enable Generic Group Security ("usebuggroups"):
      </PARA>
      <ORDEREDLIST>
	<LISTITEM>
	  <PARA>
	    Turn "On" "usebuggroups" in the "Edit Parameters" screen.
	  </PARA>
	</LISTITEM>
	<LISTITEM>
	  <PARA>
	    You will generally have no groups set up.  Select the "groups" link
	    in the footer.
	  </PARA>
	</LISTITEM>
	<LISTITEM>
	  <PARA>
	    Take a moment to understand the instructions on the "Edit Groups" screen.
	    Once you feel confident you understand what is expected of you, select the
	    "Add Group" link.
	  </PARA>
	</LISTITEM>
	<LISTITEM>
	  <PARA>
	    Fill out the "New Name" (remember, no spaces!), "New Description", and "New
	    User RegExp" fields.  "New User RegExp" allows you to automatically place
	    all users who fulfill the Regular Expression into the new group.

	    <EXAMPLE>
	      <TITLE>Creating a New Group</TITLE>
	      <INFORMALEXAMPLE>
		<PARA>
		  I created a group called "DefaultGroup" with a description of "This is simply
		  a group to play with", and a "New User RegExp" of "*@velio.com".  This
		  new group automatically includes all Bugzilla users with "@velio.com" at the
		  end of their user id.  When I finished, my new group was assigned bit #128.
		</PARA>
	      </INFORMALEXAMPLE>
	    </EXAMPLE>
	    
	    When you have finished, select the "Add" button.
	  </PARA>
	</LISTITEM>
      </ORDEREDLIST>

      <PARA>
	To enable Product-Based Group Security ("usebuggroupsentry"):
      </PARA>
      <WARNING>
	<PARA>
	  Don't forget that you only have 64 groups masks available, total, for
	  your installation of Bugzilla!  If you plan on having more than 50
	  products in your individual Bugzilla installation, and require group
	  security for your products, you should
	  consider either running multiple Bugzillas or using Generic Group Security
	  instead of Product-Based ("usebuggroupsentry") Group Security.
	</PARA>
      </WARNING>
      <ORDEREDLIST>
	<LISTITEM>
	  <PARA>
	    Turn "On" "usebuggroups" and "usebuggroupsentry" in the "Edit Parameters" screen.
	  </PARA>
	  <WARNING>
	    <PARA>
	      "usebuggroupsentry" has the capacity to prevent the administrative user
	      from directly altering bugs because of conflicting group permissions.
	      If you plan on using "usebuggroupsentry", you should plan on restricting administrative
	      account usage to administrative duties only.
	      In other words, manage bugs with an unpriveleged user account, and
	      manage users, groups, Products, etc. with the administrative account.
	    </PARA>
	  </WARNING>
	</LISTITEM>
	<LISTITEM>
	  <PARA>
	    You will generally have no Groups set up, unless you enabled "usebuggroupsentry"
	    prior to creating any Products.  To create "Generic Group Security" groups,
	    follow the instructions given above.  To create Product-Based Group security,
	    simply follow the instructions for creating a new Product.  If you need to
	    add users to these new groups as you create them, you will find the option
	    to add them to the group available under the "Edit User" screens.
	  </PARA>
	</LISTITEM>
      </ORDEREDLIST>
    </SECTION>
  </SECTION>
  
  <SECTION id="security">
    <TITLE>Bugzilla Security</TITLE>
    <EPIGRAPH>
      <PARA>
	Putting your money in a wall safe is better protection than depending on the fact that
	no one knows that you hide your money in a mayonnaise jar in your fridge.
      </PARA>
    </EPIGRAPH>
    <NOTE>
      <PARA>
	Poorly-configured MySQL, Bugzilla, and FTP installations have given attackers full
	access to systems in the past.  Please take these guidelines seriously, even
	for Bugzilla machines hidden away behind your firewall.  80% of all computer
	trespassers are insiders, not anonymous crackers.
      </PARA>
    </NOTE>
    <PARA>
      First thing's first: Secure your installation.
      <NOTE>
	<PARA>
	  These instructions must, of necessity, be somewhat vague since Bugzilla runs on so many different
	  platforms.  If you have refinements of these directions for specific platforms, please
	  submit them to <ULINK URL="mailto://mozilla-webtools@mozilla.org">mozilla-webtools@mozilla.org</ULINK>
	</PARA>
      </NOTE>
      <ORDEREDLIST>
	<LISTITEM>
	  <PARA>
	    Ensure you are running at least MysQL version 3.22.32 or newer.  Earlier versions had
	    notable security holes and poorly secured default configuration choices.
	  </PARA>
	</LISTITEM>
	<LISTITEM>
	  <PARA><EMPHASIS>There is no substitute for understanding the tools on your system!</EMPHASIS>
	    Read <ULINK URL="http://www.mysql.com/documentation/mysql/bychapter/manual_Privilege_system.html">
	  The MySQL Privelege System</ULINK> until you can recite it from memory!</PARA>
	  <PARA>
	    At the very least, ensure you password the "mysql -u root" account and the "bugs" account, establish grant
	    table rights (consult the Keystone guide in Appendix C: The Bugzilla Database for some easy-to-use details)
	    that do not allow CREATE, DROP, RELOAD, SHUTDOWN, and PROCESS for user "bugs".  I wrote up the Keystone
	    advice back when I knew far less about security than I do now : )
	  </PARA>
	</LISTITEM>
	<LISTITEM>
	  <PARA>
	    Lock down /etc/inetd.conf.  Heck, disable inet entirely on this box.  It should only listen to
	    port 25 for Sendmail
	    and port 80 for Apache.
	  </PARA>
	</LISTITEM>
	<LISTITEM>
	  <PARA>Do not run Apache as "nobody".  This will require very lax permissions in your Bugzilla directories.
	  Run it, instead, as a user with a name, set via your httpd.conf file.</PARA>
	</LISTITEM>
	<LISTITEM>
	  <PARA>
	    Ensure you have adequate access controls for $BUGZILLA_HOME/data/ and $BUGZILLA_HOME/localconfig.
	    The localconfig file stores your "bugs" user password, which would be terrible to have in the hands
	    of a criminal.  Also some files under $BUGZILLA_HOME/data store sensitive information.
	  </PARA>
	  <PARA>
	    On Apache, you can use .htaccess files to protect access to these directories, as outlined
	    in <ULINK URL="http://bugzilla.mozilla.org/show_bug.cgi?id=57161">Bug 57161</ULINK> for the
	    localconfig file, and <ULINK URL="http://bugzilla.mozilla.org/show_bug.cgi?id=65572">
	    Bug 65572</ULINK> for adequate protection in your data/ and shadow/ directories. 
	  </PARA>
	  <PARA>
	    Note the instructions which follow are Apache-specific.  If you use IIS, Netscape, or other
	    non-Apache web servers, please consult your system documentation for how to secure these
	    files from being transmitted to curious users.
	  </PARA>
	  <PARA>
	    Place the following text into a file named ".htaccess", readable by your web server,
	    in your $BUGZILLA_HOME/data directory.
	    <LITERALLAYOUT>
	      &lt;Files comments&gt;
	      allow from all
	      &lt;/Files&gt;
	      deny from all
	    </LITERALLAYOUT>
	  </PARA>
	  <PARA>
	    Place the following text into a file named ".htaccess", readable by your web server,
	    in your $BUGZILLA_HOME/ directory.
	    <LITERALLAYOUT>
	      &lt;Files localconfig&gt;
	      deny from all
	      &lt;/Files&gt;
	      allow from all
	    </LITERALLAYOUT>
	  </PARA>
	  <PARA>
	    Place the following text into a file named ".htaccess", readable by your web server,
	    in your $BUGZILLA_HOME/shadow directory.
	    <LITERALLAYOUT>
	      deny from all
	    </LITERALLAYOUT>
	  </PARA>
	</LISTITEM>
	<LISTITEM>
	  <PARA>
	    
	  </PARA>
	</LISTITEM>

      </ORDEREDLIST>
    </PARA>
  </SECTION>
</CHAPTER>


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