The previous documentation was essentially wrong, in that it
recommended copying certain settings that would cause significant
problems post-import if they were indeed copied.
This also rewrites the text to better explain what's happening. It's
likely further polish would be valuable, but that's true for the whole
"Troubleshooting" page.
This block of text was misplaced when we split the long
maintain-secure-update; article; we want it to be easy to find by
folks who are looking into error emails Zulip is sending.
This text is very old and hadn't been edited in a long time, in large
part because it was buried within old docs. This change cleans it up
to give accurate and better-organized information.
* Moves "Management commands" to a top-level section.
* Moves "Scalability" as a subsection at the bottom of "Requirements".
* Moves "Monitoring" as a subsections at the bottom of "Troubleshooting".
* Replaces "API and your Zulip URL" with a link to REST API docs. This
documentation text has been irrelevant for some time.
* Removes maintain-secure-upgrade from the TOC but the file remains to
avoid breaking old links from release blog posts and emails.
- Moves "Authentication in the development environment" from subsystems
to "development/authentication.md".
- Moves "Renumbering migrations" to a section within "Schema migrations".
Merges the "Upgrades" section from production/maintain-secure-upgrade.md
with production/modifying-zulip.md.
Contains significant textual changes by tabbott to read more clearly.
- Merges the "Backups" section from production/maintain-secure-upgrade.md
with existing "Backups" section in production/export-and-import.md.
- Cleans up and makes content more clear/explicit.
- Adds short missing section on how to use wal-e configuration.
- Removes a lot of previously duplicate text explaining the difference between
the tools.
- Various textual tweaks by tabbott.
Fixes#13184 and resolves#293.
Fixes#9576.
Initial realm creation now works fine with the LDAP backend, so the
part of the docs about needing to create the first realm with the
email backend is unnecessary and just complicates the setup process,
so it seems best to just remove it.
This fixes a collection of bugs surrounding LDAP configurations A and
C (i.e. LDAP_APPEND_DOMAIN=None) with EmailAuthBackend also enabled.
The core problem was that our desired security model in that setting
of requiring LDAP authentication for accounts managed by LDAP was not
implementable without a way to
Now admins can configure an LDAPSearch query that will find if there
are users in LDAP that have the email address and
email_belongs_to_ldap() will take advantage of that - no longer
returning True in response to all requests and thus blocking email
backend authentication.
In the documentation, we describe this as mandatory configuration for
users (and likely will make it so soon in the code) because the
failure modes for this not being configured are confusing.
But making that change is pending work to improve the relevant error
messages.
Fixes#11715.
There are a few outstanding issues that we expect to resolve beforce
including this in a release, but this is good checkpoint to merge.
This PR is a collaboration with Tim Abbott.
Fixes#716.
- Updated 260+ links from ".html" to ".md" to reduce the number of issues
reported about hyperlinks not working when viewing docs on Github.
- Removed temporary workaround that suppressed all warnings reported
by sphinx build for every link ending in ".html".
Details:
The recent upgrade to recommonmark==0.5.0 supports auto-converting
".md" links to ".html" so that the resulting HTML output is correct.
Notice that links pointing to a heading i.e. "../filename.html#heading",
were not updated because recommonmark does not auto-convert them.
These links do not generate build warnings and do not cause any issues.
However, there are about ~100 such links that might still get misreported
as broken links. This will be a follow-up issue.
Background:
docs: pip upgrade recommonmark and CommonMark #13013
docs: Allow .md links between doc pages #11719Fixes#11087.
Previously, we were hardcoding the domain s3.amazonaws.com. Given
that we already have an interface for configuring the host in
/etc/zulip/boto.cfg (which in turn, automatically configures boto), we
just need to actually use the value configured in boto for what S3
hostname to use.
We don't have tests for this new use case, in part because they're
likely annoying to write with `moto` and there hasn't been a huge
amount of demand for it. Since this doesn't regress existing S3
backend support, it seems worth merging.
We have lots of documentation for Zulip developers; but previously
didn't have a nice top-level page for Zulip server administrators to
learn how to manage patches to Zulip.
- Added warning block to dev docs using _templates/layout.html
- Removed copy-pasted warning from install.md and requirements.md
- Removed unreleased tag in docs/conf.py that's no longer used
Useful ref: https://www.sphinx-doc.org/en/master/templating.htmlFixes#13056.
Previously, Google might take you to /latest rather than /stable, and
you might get information about the next release, not the current one.
Fixes#13056.
Apparently, the ordering matters.
This command now matches what we use for installing single-purpose
installations; I should have checked this directly.
One needs to explicitly request zulip::base, it appears. Ideally,
we'd just have every ruleset depend on zulip::base, but I seem to
recall Puppet didn't like your including the same module from multiple
places. Worth testing as a follow-up investigation.
This was missed because we use the zulip_ops rules internally, which
include zulip::base via zulip_ops::base.
This commit finishes adding end-to-end support for the install script
on Debian Buster (making it production ready). Some support for this
was already added in prior commits such as
99414e2d96.
We plan to revert the postgres hunks of this once we've built
tsearch_extras for our packagecloud archive.
Fixes#9828.
Outgoing email documentation should mention that the SMTP server needs
to allow emails originating from ZULIP_ADMINISTRATOR as well as the
noreply email addresses; previously, one would typically find this out
using the test tool, which was not ideal.
Substantially tweaked by tabbott for organization and content.
This replaces the two custom Google authentication backends originally
written in 2012 with using the shared python-social-auth codebase that
we already use for the GitHub authentication backend. These are:
* GoogleMobileOauth2Backend, the ancient code path for mobile
authentication last used by the EOL original Zulip Android app.
* The `finish_google_oauth2` code path in zerver/views/auth.py, which
was the webapp (and modern mobile app) Google authentication code
path.
This change doesn't fix any known bugs; its main benefit is that we
get to remove hundreds of lines of security-sensitive semi-duplicated
code, replacing it with a widely trusted, high quality third-party
library.
We had an organization with engineers for whom English was not their
native language think they needed to go through this laborious
process, which was definitely counterproductive for them.
It's not actually a reasonable experience to use Zulip without working
full-text search, so we should more strongly direct folks to not do
it.
Fixes#12724.
This was only used in Ubuntu 14.04 Trusty.
Removing this also finally lets us simplify our security model
discussion of uploaded files.
Signed-off-by: Anders Kaseorg <anders@zulipchat.com>
We only use it in this one place, so a comment right here seems the
most discoverable place to put it. If we started using it more...
probably the section in docs/documentation/overview.md about the
dev/sysadmin docs system should split off into a new file, and this
info would become a subsection there.
The `AUTH_LDAP_ALWAYS_UPDATE_USER` is `True` by default, and this would sync the
attributes defined in the `AUTH_LDAP_USER_ATTR_MAP` to the user profile. But,
the default code in `django-auth-ldap` would work correctly only for `full_name`
field. This commit disables the setting by default, in favour of using the
`sync_ldap_user_data` script as a cron job.
The numbers are in parens to avoid the markdown processor interpreting them
as numbers -- I couldn't get the automatic numbering to work out with the
paragraph breaks and so on, and this is probably good enough for now.
We need to disable "CREATE EXTENSION pgroonga" in zulip-puppet-apply
by creating /usr/share/postgresql/10/pgroonga_setup.sql.applied.
Because PostgreSQL 10 isn't running in this case. If PostgreSQL 10
isn't running, we can't run "CREATE EXTENSION pgroonga".
We can't use pg_upgrade with PGroonga. PGroonga's install SQL
https://github.com/pgroonga/pgroonga/blob/master/data/pgroonga.sql has
conditions to support multiple PostgreSQL versions. So it's not safe
to use pg_upgrade. pg_upgrade copies metadata for PostgreSQL 9.5 to
PostgreSQL 10. We need to use pg_dump and pg_restore to upgrade
PGroonga correctly for PostgreSQL 10.
It's not required on Ubuntu Xenial (having been replaced by systemd)
and causes problems when installing/upgrading other packages; this
change matches a similar block of code in our installer.
The comment explains this in more detail, but basically one previously
needed the `--from-git` option to `upgrade-zulip-stage-2` if one had
last installed/upgraded from Git, and not that option otherwise, which
would have forced us to make the OS upgrade documentation much more
complicated than it needed to be.
One longstanding gap in our production documentation is how to
properly do an upgrade to the operating system on which Zulip is
installed.
This adds that documentation.
Ideally, we'd get a few folks to test this procedure over the next few
days to make sure it's bulletproof.
Fixes#1705.
Fixes#10796.
Sphinx/ReadTheDocs supports automatically translating links written as
to `.md` files to point to the corresponding `.html` files, so this
migration does not change the resulting HTML output in ReadTheDocs.
But it does fix apparent broken links on GitHub.
This doesn't prevent people from reading the documentation on GitHub
(so doesn't mitigate the fact that some rtd-specific syntax does not
render properly on GH), but it will prevent us from getting erroneous
issues reported about the hyperlinks not working.
Fixes: #11087.
This adds reference for reloading nginx when the certificates are
replaced so that the server works with the new certificates instead of
the old ones.
Fixes: #4849.
This should make life a lot more convenient for organizations that use
the LDAP integration and have their avatars in LDAP already.
This hasn't been end-to-end tested against LDAP yet, so there may be
some minor revisions, but fundamentally, it works, has automated
tests, and should be easy to maintain.
Fixes#286.
This fixes an actual user-facing issue in our mobile push
notifications documentation (where we were incorrectly failing to
quote the argument to `./manage.py register_server` making it not
work), as well as preventing future similar issues from occurring
again via a linter rule.
This is required in some AWS regions.
The right long-term fix is to move to boto3 which doesn't have this
problem.
Allows us to downgrade the priority of #9376.
This commit allows specifying Subject Alternative Names to issue certs
for multiple domains using certbot. The first name passed to certbot-auto
becomes the common name for the certificate; common name and the other
names are then added to the SAN field. All of these arguments are now
positional. Also read the following for the certbot syntax reference:
https://community.letsencrypt.org/t/how-to-specify-subject-name-on-san/Fixes#10674.
In particular, this improves:
* The explanation of how data is mapped into Zulip
* The explanation of what is printed out by `manage.py query_ldap`
* Makes sure users create their first account with EmailAuthBackend.
The term "username" confusingly refers both to the Django concept of
"username" (meaning "the name the user types into the login form") and
a concept the admin presumably already has in their existing
environment; which may or may not be the same thing, and in fact this
is where we document the admin's choice of whether and how they should
correspond. The Django concept in particular isn't obvious, and is
counterintuitive when it means something like an email address.
Explicitly explain the Django "username" concept, under the name of
"Zulip username" to take responsibility for our choice of how it's
exposed in the settings interface. Then use an explicit qualifier,
like "LDAP username", whenever referring to some other notion of
username. And make a pass over this whole side of the instructions,
in particular for consistent handling of these concepts.
Expand on a few things that tend to confuse people (especially the
`%(user)s` thing); move the `LDAPSearchUnion` example out to docs;
adjust the instructions to fit a bit better in their new docs/ home.
This makes it easier to iterate on these, and to expand supplemental
information (like troubleshooting, or unusual configurations) without
further straining the already-dauntingly-long settings.py.
It also makes it easier to consult the instructions while editing the
secrets file, or testing things, etc. -- most admins will find it more
natural to keep a browser open somewhere than a second terminal.
Now that we have nice documentation for our export/import tools, we've
been seeing a lot of users trying to use that as their primary backup
process. Let's correct this.
This flag is used to track which user/message pairs correspond to an
active mobile push notification, that should potentially be cleared
when the user reads the message.
This flag should never appear on a message that is also marked as
read; eventually we may want a cron job to check for that condition.
We include a partial index on UserMessage for this flag.
The is_private flag is intended to be set if recipient type is
'private'(1) or 'huddle'(3), otherwise i.e if it is 'stream'(2), it
should be unset.
This commit adds a database index for the is_private flag (which we'll
need to use it). That index is used to reset the flag if it was
already set. The already set flags were due to a previous removal of
is_me_message flag for which the values were not cleared out.
For now, the is_private flag is always 0 since the really hard part of
this migration is clearing the unspecified previous state; future
commits will fully implement it actually doing something.
History: Migration rewritten significantly by tabbott to ensure it
runs in only 3 minutes on chat.zulip.org. A key detail in making that
work was to ensure that we use the new index for the queries to find
rows to update (which currently requires the `order_by` and `limit`
clauses).
This adds a new settings, SOCIAL_AUTH_SUBDOMAIN, which specifies which
domain should be used for GitHub auth and other python-social-auth
backends.
If one is running a single-realm Zulip server like chat.zulip.org, one
doesn't need to use this setting, but for multi-realm servers using
social auth, this fixes an annoying bug where the session cookie that
python-social-auth sets early in the auth process on the root domain
ends up masking the session cookie that would have been used to
determine a user is logged in. The end result was that logging in
with GitHub on one domain on a multi-realm server like zulipchat.com
would appear to log you out from all the others!
We fix this by moving python-social-auth to a separate subdomain.
Fixes: #9847.
I don't think this is exactly the right place to document this, but
I'm not sure there's a better one without some restructuring this page
in general (which would probably have value).
Fixes#8769.
This moves the documentation for this feature out of
prod_settings_template.py, so that we can edit it more easily.
We also add a bucket policy, which is part of what one would want to
use this in production.
This addresses much, but not all, of #9361.
This fixes exceptions when sending PMs in development (where we were
trying to connect to the localhost push bouncer, which we weren't
authorized for, but even if we were, it wouldn't work, since there's
no APNS/GCM certs).
At the same time, we also set and order of operations that ensures one
has the opportunity to adjust the server URL before submitting
anything to us.
This is kind of easy to gloss over, especially with the framing
as a "format"; surely if things work at all, the file format
must have been right, right? It's really a bit more substantive
than that; say so and also add a bit more description.
In addition to many small edits for formatting and clarity, a few more
significant changes:
* In the main instructions, refer specifically to restarting the
server and to testing that the config works.
* Add SendGrid to the recommended list, as it seems like people
give it a somewhat stronger reputation these days than Mailgun.
* Discuss EMAIL_USE_TLS and EMAIL_PORT along with host, user, and
password in the "free services" section. Though those bullets feel
kind of duplicative to me already.
Let's get right to the point of how to configure SMTP once you know
what you want. That section is pretty short anyway; and we can have
a first step direct the reader to our suggestions if they don't know
what service they want to use.
Also adjust the hierarchy of the headings: group the various
alternative email services under one heading, and group
troubleshooting together under an independent heading.
Also correct what we say about EMAIL_PORT: the Django default is
apparently 25, so if the provider *does* use the usual port 587
then we'll need the port to be set.
This will allow realm admins to remove others from private stream to
which the realm administrator is not subscribed; this is important for
managing those streams, because previously nobody could remove users
from private streams that didn't have any realm administrators
subscribed.
This will allow realm admins to access subscribers of unsubscribed
private stream. This is a preparatory commit for letting realm admins
remove those users.
This will allow realm admins to update the names and descriptions of
private streams even if they are not subscribed, which fixes the buggy
behavior that previously nobody could(!).
The summary already has a qualifier that basically says it shouldn't
matter for most people -- making it simultaneously the most
complicated bullet there, and among the least likely to matter.
And in fact, this requirement shouldn't matter for *anyone* when first
experimenting with Zulip. If certbot won't work in a given admin's
environment, and the available ways to get a cert aren't convenient,
they can always let the installer generate a self-signed cert to get
going, and circle back to the issue later.
So, make that option clear in the main requirements text, and then
just cut the whole bullet from the summary.
This further reduces the wall of text on the install instructions.
Simultaneously it lightens up the pressure on this summary to be quite
so terse; expand a couple of items into multiple bullets (yet with
fewer words!) for greater readability.
Now down to just 4 steps!
This version tries to prioritize: just two items that we really want
all admins to look at even if they aren't already mentally committed
to running a big production service and reading all the docs.
Namely, the two required in order to really try out Zulip effectively
with one's colleagues.
The screenshots weren't doing much good without being embedded in the
text... and in fact, looking at them for I think the first time,
they're badly out of date with the app. So cut them.
We might add screenshots later, but on the other hand if we do a good
job with the forms themselves, they should be superfluous.
This further shortens the wall of text inside the instructions.
Note that thanks to embedded reST, we now have the power to provide
custom anchors at section headings! Which in particular means this
link won't break if we later tweak the wording of this heading.
This helps shorten the wall of text between the start of the
instructions and the end. Conversely, now that there are fewer
followup steps, the troubleshooting section at the end isn't so
far away to point.
This flips the experimental `--express` option to be the default.
We retain the old behavior, where the script exits before
`initialize-database`, as an option `--no-init-db`; it might be useful
in e.g. a migration scenario (from a Zulip install elsewhere, or
another chat system) where the admin wants to set up the database
separately.
The install instructions are adjusted to match, getting shorter by two
steps and a bunch of words. I think this opens up opportunities to
refactor the text to simplify things further, too, but leaving that
for another commit.
Also tweak the "production" test suite to match.
From here on we start to authenticate uploaded file request before
serving this files in production. This involves allowing NGINX to
pass on these file requests to Django for authentication and then
serve these files by making use on internal redirect requests having
x-accel-redirect field. The redirection on requests and loading
of x-accel-redirect param is handled by django-sendfile.
NOTE: This commit starts to authenticate these requests for Zulip
servers running platforms either Ubuntu Xenial (16.04) or above.
Fixes: #320 and #291 partially.
This is what the Sphinx docs recommend when you actually don't want
the page to be included in navigation:
http://www.sphinx-doc.org/en/stable/markup/toctree.html
And now that we have `eval_rst`, we're able to take advantage of it!
One difference between doing this and the old way of making "hidden"
toctree entries is that with the latter, the "previous" and "next"
links at the bottom of each page would thread through the hidden
entries; which gets kind of confusing when they don't appear in the nav.
The careful testing with dozens of realms was a discrete thing
that happened, not a general state that the tool was in;
certainly not the last state it was known to be in, as the rest
of the sentence explains how it hasn't been so carefully tested
since then. So "as of" doesn't fit.
This is easy now, so make it known to admins who are looking for a
fast path for a test install.
Also totally cut the painfully complicated steps for generating a
self-signed cert by hand. Anyone who actually wants that can find a
hundred explanations on the Web, or can look at our script if they
want to specifically mirror how we do it (which is mercifully much
simpler than this.)
Tim Abbott
Vishnu KS
Mateusz Mandera
David Rosa
rht
Anders Kaseorg
Shikhar Varshney
Thomas Ashish Cherian
Greg Price
Hemanth V. Alluri
Tej Pochiraju
Harshit Bansal
Rishi Gupta
Puneeth Chaganti
vinitS101
Kouhei Sutou
Shubham Padia
Mohit Maroliya
Samuel Searles-Bryant
ruchit2801
Anders Kaseorg
xiaomingplus
Aastha
seresheim
Joshua Pan
Igor Posledov
Bruce
Rohitt Vashishtha
Aditya Bansal
Jack Zhang
Eeshan Garg
Sampriti Panda
Abhigyan Khaund
Axel Tietje
YJDave