Perforce Defect Tracking Integration Project


Perforce Defect Tracking Integration Administrator's Guide

Richard Brooksby, Ravenbrook Limited, 2000-08-10

Contents

1. Introduction

This is the Perforce Defect Tracking Integration version 0.5 Administrator's Guide. It explains how to install, configure, maintain, and administer the Perforce Defect Tracking Integration (P4DTI).

Warning: The Perforce Defect Tracking Integration version 0.5 is beta test software, only intended for use during the beta program of the project. The software will be defective. We recommend that you do not rely on the integration in your organization. The integration may destroy your data. See the project web site <http://www.ravenbrook.com/project/p4dti/> for information about planned releases. We are very interested in your feedback on the beta. Please write to p4dti-beta-feedback@ravenbrook.com.

This is outline documentation, still in development.

This document is intended for the P4DTI administrator at your organization. Ordinary users of the defect tracker or Perforce should not need to read it. See Section 8, "Training and Documentation".

Although this guide will teach you how to administer the integration, it won't teach you the basics of actually using the integration, Perforce, or the defect tracker. You should also read the Perforce Defect Tracking Integration User's Guide [RB 2000-08-10] in order to understand the integration from a user's perspective.

2. Overview of the software

This section provides a summary of the process of installing, configuring, and running the integration, and also describes what the integration does and how it does it.

2.1. Overview of installation, configuration, and beyond

To install and run the P4DTI, you must

  1. get and install the prerequisites (Section 3)
  2. install the P4DTI software (Section 4)
  3. configure the P4DTI software (Section 5)
  4. migrate existing defect tracking data (Section 6)
  5. test the installation (Section 7)
  6. train the users (Section 8)
  7. go live (Section 9)
  8. maintain the installation (Section 10)

These steps are documented in this manual. We also suggest that you read Section 2.2, "What the integration does".

2.2. What the integration does

The P4DTI works by assimilating the job tracking system of Perforce and making the defect tracker's records appear as jobs. Perforce users can work with jobs more or less just as described in the Perforce manuals, and their changes will be reflected in the defect tracker. (See Chapter 10, "Job Tracking" in the Perforce Command Line User's Guide [Perforce 2000-10-09, chapter 10]).

Perforce has a mechanism for linking jobs to changelists, to allow organizations to record the work done for a particular reason. The P4DTI makes these links appear in the defect tracker, making it easy to see what was done or is currently being done to resolve a defect. (This information is useful for many other reasons too.)

The integration mainly works by replication. The replicator is a process that copies (replicates) data between a defect tracker and a Perforce server in order to keep each one up to date with changes made in the other. This allows developers to do their routine defect resolution work entirely from their Perforce client, without needing to use the defect tracker's interface. It also allows developers to relate their changes to defect tracking issues.

Figure 1 shows how the replicator communicates with the defect tracking server and the Perforce server.

The replicator maintains a one-to-one relationship between issues in the defect tracker's database and jobs in the Perforce repository. In other words, each issue has a corresponding job, and vice versa. The replicator keeps the contents of a configurable set of fields in the defect tracker's issues the same as the contents of the corresponding Perforce job, so that editing one edits the other. [This last sentence could use some rewriting. LMB 2000-11-29]

The replicator also copies Perforce's links between jobs and changelists (called "fixes") to the defect tracker's database, and makes them visible in the defect tracker's user interface. This makes it possible to track, record, and check a whole bunch of things. In particular, it makes it possible to track and record the changes made for each issue, and find out why a change was made in terms of issues.

[We could do with a diagram of the relationship between issues, jobs, and changelists here. RB 2000-11-27]

Most defect trackers have an idea of workflow — a set of rules that control who can do what to which issues. [And control at what point in the process these things can be done, as well? LMB 2000-11-29] The replicator enforces the defect tracker's workflow. The replicator rejects changes to jobs in Perforce that would be illegal in the defect tracker. It undoes the change and sends an e-mail message to the user. [The last three sentences could use some rewriting. LMB 2000-11-29]

The replicator polls the defect tracking server and the Perforce server at regular intervals to get a list of recent changes, and attempts to propagate these changes to the other system. If both sides change at the same time, the replicator overwrites the Perforce job with the defect tracker record and sends an e-mail message containing the overwritten data to the people involved.

In general, the defect tracker can be thought of as the master of the defect trackers records (and therefore the job contents) while Perforce as the master of the changelists. Neither side is really master of the "fixes" relationship.

Figure 1. The replication architecture

Diagram of the replication architecture

2.3. Supported configurations

P4DTI version 0.5 supports:

The TeamTrack integration will support any client platform supported by Perforce and TeamTrack.

The TeamTrack integration will support a replicator running on Windows NT 4. We recommend that sites run the replicator on the same machine as the TeamTrack server.

The Bugzilla integration doesn't support the "shadowdb" or "despot" features of Bugzilla, and doesn't enforce any of the "commenton" parameters.

[The Bugzilla integration will probably work fine on other operating systems. We just haven't tested it. RB 2000-12-13]

3. Prerequisites for installing the integration software

This section explains what you will need before you can install the P4DTI. It is divided into subsections that explain the Perforce prerequisites and the defect tracker prerequisites, respectively. You need to meet both sets of prerequisites before you install the integration.

We recommend that administrators of the integration have at least two months of Perforce administration experience. You will certainly need a good working knowledge of Perforce's command line interface, and should have read both the Perforce Command Line User's Guide [Perforce 2000-10-09] and the Perforce System Administrator's Guide [Perforce 2000-10-11]. Although you'll be using the Python programming language to configure the integration, detailed knowledge of Python is not necessary -- this configuration is a simple matter of assigning values to variables and is covered by this manual. If you wish to acquire a basic familiarity with Python, read the Python tutorial at <http://www.python.org/doc/current/tut/tut.html> — it's short.

3.1. Perforce prerequisites

You will need to be running a Perforce server of version 2000.2 or later. Server upgrades can be downloaded from the Perforce FTP server at <ftp://ftp.perforce.com/pub/perforce/>. Be sure to read the release notes (available from <http://www.perforce.com/>) before you install, and contact Perforce technical support if you need help.

[As of 2000-11-29, Perforce 2000.2 is in beta testing. You must use a server with a changelevel of at least 18974. The p4 info command will tell you the changelevel — it's the number on the end of the version string. Be sure to read the release notes before you attempt to use it, and back up your Perforce repository. RB 2000-12-06]

You will also need Perforce licenses for every defect tracking user who is going to work in Perforce, plus an extra "daemon license" for the replicator. A daemon license is a license for an automatic process, rather than a person, and Perforce's policy is to provide these free of charge. Contact Perforce technical support to get one.

You must ensure that your Perforce users upgrade their clients to version 2000.2 or later.

We recommend that you back up your Perforce repository before you install the P4DTI, to make sure you don't lose any data. See the Perforce System Administrator's Guide [Perforce 2000-10-11, Chapter 2].

You must ensure that your Perforce repository contains no jobs. The P4DTI assumes that it can take over the jobs subsystem of Perforce, and may overwrite or destroy any existing job data. In particular, it will re-write the Perforce jobspec [Perforce 2000-10-11, Chapter 5]. See Section 6.1, "Migrating from Perforce jobs" for more information about this limitation.

You might want to practice installing and configuring the P4DTI using a test Perforce repository before you try it on your real one. A copy of your real repository would be ideal. See the Perforce System Administrator's Guide [Perforce 2000-10-11, Chapter 1].

The address and port number of your Perforce server will need to be entered into the replicator configuration; for details, see Section 5, "Configuring the software".

If you're using the TeamTrack integration, you should check that your users have the same e-mail address or the same userid in TeamTrack as in Perforce. See Section 3.2, "TeamTrack prerequisites".

If you're using the Bugzilla integration, you should check that your users have the same e-mail address in Bugzilla as in Perforce. See Section 3.3, "Bugzilla prerequisites".

3.2. TeamTrack prerequisites

You can skip this section if you're not using the P4DTI with TeamTrack.

You will need to be running TeamTrack version 4.0.4 or later.

[As of 2000-10-29, TeamTrack 4.0.4 is not available, so a special pre-release build of TeamTrack, build 4407, must be used. An installer can be downloaded from <http://www.ravenbrook.com/project/p4dti/import/2001-01-03/teamtrack-4407/ttrk4407.exe>. Warning: This build of TeamTrack may "upgrade" your database in a non-reversible way when it is first run, making it incompatible with your current release. Be sure to back up your database if you want to go back to your existing release, and consider trying out the P4DTI on a copy of the database. RB 2000-11-29]

We recommend that you back up your TeamTrack database before you install the P4DTI, so that you don't lose any data. See the section named "Copying a Database" in tTrack 4.0 Administrator Manual [TeamShare 2000-05, page 67]. (You might want to practice installing and configuring the P4DTI using a test TeamTrack database before you try it on your real one.)

You will need TeamTrack licenses for every Perforce user who is going to work in TeamTrack, plus one extra for the P4DTI itself. To clarify, every Perforce user who will be assigned issues must also have a TeamTrack license, because only licensed TeamTrack users can legally own issues. The replicator also needs a license, but TeamShare will provide one free of charge for this purpose. Contact TeamShare support to get one.

[You don't need to contact TeamShare support for an extra license during the P4DTI beta program. Here is a tTrack Standard license expiring on 2001-02-15 which you can use if you're an existing TeamTrack customer:

1-257-1-982306799-44970

[If you're evaluating TeamTrack you should simply re-use one of the ten evaluation licenses that come with TeamTrack. After the beta program you should contact your TeamShare account representative to get a new license. RB 2000-12-08]

You will also need Administrator-level access to the TeamTrack server machine, and approximately 5Mb of free disk space for the integration, plus space for logs. [Logs grow continuously at the moment. Do we also need to tell people about the extra space needed in the database? RB 2000-11-29]

The TeamTrack server machine will also need Python 2.0 for Windows. This is available from <http://www.ravenbrook.com/project/p4dti/import/2000-10-18/Python-2.0/BeOpen-Python-2_0.exe>.

You must also ensure that your TeamTrack users do not have TeamShare's SourceBridge plug-in installed. SourceBridge will prevent the P4DTI working properly, and is completely replaced by it.

You must ensure that the workflows defined in your TeamTrack database are compatible with the P4DTI. The P4DTI has to infer which TeamTrack transitions to apply when the job state is changed in Perforce, and it can be confused by some configurations. It might behave unexpectedly if you have

We also recommend that projects which share states also have the same transitions between them. The transitions aren't visible from Perforce, only the states, and users are likely to get confused.

The P4DTI will also get confused if a user tries to make more than one transition in quick succession from Perforce. It can't infer more than one transition at once. We therefore recommend that your workflow only has single steps in Perforce. This is usually straightforward: developers using the Perforce interface will usually be taking jobs from, for example, "assigned" to "closed", and not through a series of states.

You should check that your users have the same e-mail address or the same userid in TeamTrack and in Perforce. The replicator uses e-mail addresses to work out which Perforce user corresponds to each TeamTrack user; failing that, it uses the same userid.

3.3. Bugzilla prerequisites

You can skip this section if you're not using the P4DTI with Bugzilla.

You will need to be running Bugzilla 2.10, and be using it with MySQL. You can download Bugzilla 2.10 from <http://info.ravenbrook.com/project/p4dti/import/2000-05-09/bugzilla-2.10/bugzilla-2.10.tar.gz>. Installing Bugzilla is quite a lengthy process and may involve downloading and installing further prerequisites. Be sure to study the README file that comes with it.

The P4DTI includes a patch file for Bugzilla 2.10 that will need to be applied to get all the functionality. If you've modified your Bugzilla code, the patch may still work, but we can't guarantee it.

The Bugzilla server machine needs Python 1.5.2 or later. Python 1.5.2 sources are available from <http://www.ravenbrook.com/project/p4dti/import/1999-04-13/python-1.5.2/python-1.5.2.tar.gz>. If you build Python from the sources, note that the P4DTI requires the optional syslog module. An RPM of Python 1.5.2 for RedHat Linux 6.2 is available from <http://www.ravenbrook.com/project/p4dti/import/1999-04-13/python-1.5.2/python-1.5.2-13.i386.rpm>. An RPM of Python 1.5.2 for RedHat Linux 7.0 is available from <http://www.ravenbrook.com/project/p4dti/import/1999-04-13/python-1.5.2/python-1.5.2-27.i386.rpm>.

The Bugzilla server machine needs the MySQLdb Python package 0.2.2 or later. MySQLdb 0.2.2 is available from <http://www.ravenbrook.com/project/p4dti/import/2000-08-09/python-mysqldb-0.2.2/MySQLdb-0.2. 2.tar.gz>. To build MySQLdb, you will need the Python header files, which come with Python 1.5.2 but are not included in the Python 1.5.2 RPMs mentioned above. They are included in the python-devel RPMs for RedHat Linux 6.2: <http://www.ravenbrook.com/project/p4dti/import/1999-04-13/python-1.5.2/python-devel-1.5.2-13.i386.rpm> or for RedHat Linux 7.0: <http://www.ravenbrook.com/project/p4dti/import/1999-04-13/python-1.5.2/python-devel-1.5.2-27.i386.rpm>.

You will need approximately 2Mb of free disk space on the Bugzilla server machine for the integration, plus space for logs. [Logs grow continuously at the moment. Do we also need to tell people about the extra space needed in the database? RB 2000-11-29]

You should check that your users have the same e-mail address in Bugzilla and in Perforce. The replicator uses e-mail addresses to work out which Perforce user corresponds to each Bugzilla user. If a Bugzilla user has no corresponding Perforce user, the replicator simply uses the e-mail address.

4. Installing the integration software

This section explains how to install the P4DTI software.

Before you go any further, make sure you have already met all the prerequisites for both Perforce and the defect tracker. In particular, you must have installed all the prerequisite software. See Section 3, "Prerequisites for installing the integration software" for a complete list of the prerequisites.

You will also need a release of P4DTI for your defect tracker, of version at least 0.5. Releases are available from the release page at <http://www.ravenbrook.com/project/p4dti/release/>. We recommend that you get the highest numbered release, check the release notes, and switch to the manuals that come with it, rather than continuing with this manual. There may be important bug fixes.

We recommend running the replicator on the same machine as the defect tracker's server, partly to keep all defect tracker administration local to one machine, and partly because Perforce's network protocol is usually better than the defect tracker's. The rest of this manual assumes that you're doing this.

4.1. Installing on Windows

The integration software is distributed as a self-extracting executable called

p4dti-DT-RELEASE.exe

(where DT is the defect tracker, such as "teamtrack", and RELEASE is the release number, such as "0.5.1"). Run this executable on the defect tracker server machine. The installer unpacks the integration into C:\Program Files\P4DTI\ by default, but you can ask the installer to put it somewhere else. The rest of this manual assumes that you used the default.

4.2. Installing on Linux

The integration is distributed as a gzipped tar file called

p4dti-DT-RELEASE.tar.gz

(where DT is the defect tracker, such as "bugzilla", and RELEASE is the release number, such as "0.5.1"). Unpack this tarball on the Bugzilla server machine, using the command

zcat p4dti-DT-RELEASE.tar.gz | tar xvf -

[We haven't had time to develop Linux RPMs for the beta release. You will need to figure out where to put things on your own. Sorry about that. For the beta you might be best off running the P4DTI from your home directory anyway. It won't mind. RB 2000-12-01]

4.3. Installing on Solaris

[We haven't tested the P4DTI on Solaris. RB 2000-12-01]

5. Configuring the software

This section explains how to configure the integration software.

The integration's configuration will also need to be updated when the organization changes in various ways. See Section 10.2, "Maintaining the configuration".

Work through the subsections in the order in which they appear in this manual. Do not attempt to run the P4DTI until you have reached the end of this section, or you may end up with a non-working installation.

5.1. Configuration overview

These are the steps to configuring the P4DTI:

  1. configuring the replicator, to tell it where to find servers and what data you want to appear in Perforce;
  2. configuring the defect tracker to enable integration features, such as the ability to view or edit fixes and changelists from the defect tracker user interface;
  3. configuring Perforce to accept information from the replicator.

[Configuring Perforce might also include installing triggers to implement access controls. RB 2000-12-01]

5.2. Configuring the P4DTI software

The integration is configured by editing definitions in Python. The configuration for a defect tracker is defined in the file config.py in the installation directory.

The file mainly consists of variable definitions. Edit these definitions according to the descriptions below. Don't forget to set the defect tracker name (dt_name).

[How does the administrator check the configuration? RB 2000-09-21. There's no separate consistency checking step. The replicator checks many aspects of the configuration as it starts up and it will raise an error if it finds a problem. GDR 2000-12-04.]

[We must explain how to replicate just the cases belonging to a single project [RB 2000-11-20, section 8 item 9] RB 2000-11-20]

rid

The replicator identifier. This is a token used to distinguish between replicators in situations where multiple defect trackers are being replicated to the same Perforce server, or a defect tracker is being replicated to multiple Perforce servers.

The replicator identifier should be 32 characters or less, start with a letter or underscore, and consist of letters, numbers and underscores only.

For example, "replicator0".

In the common case where you have only one replicator, it doesn't matter what you use for the replicator identifier; "replicator0" is a good choice since it allows you to add more replicators later.

If you change the replicator identifier then your currently replicated defect tracker issues will stop being replicated. The replicator will believe they are being handled by another replicator.

sid

The Perforce server identifier. This is a token used to distinguish between Perforce servers in situations where a defect tracker is being replicated to multiple Perforce servers.

The Perforce server identifier should be 32 characters or less, start with a letter or underscore, and consist of letters, numbers and underscores only.

For example, "perforce0".

In the common case where you have only one Perforce server, it doesn't matter what you use for the Perforce server identifier; "perforce0" is a good choice since it allows you to add replication to more Perforce servers later. Alternatively, you could use the hostname of your Perforce server, if this is stable.

administrator_address

The e-mail address of the administrator of the integration. The replicator sends reports of conflicts in the data and other errors to this address.

We recommend that you set up an alias so that you can change the person responsible for administrating the integration (or redirect it temporarily) without having to change the configuration and restart the replicator. For example, "p4dti-admin@company.domain".

changelist_url

A format string used to build a URL for change descriptions in the defect tracker's user interface, or None if there is no URL for change descriptions. The string is a format string suitable for passing to sprintf() that has one %d format specifier for which the change number will be substituted (note that because it will get passed to sprintf() you must make sure that other percent signs are doubled).

Defect trackers that support this feature will list the changelists that fix each issue, and make a link from each changelist to this URL, with the change number substituted.

For example, if you are using perfbrowse then a suitable value would look like "http://info.company.domain/cgi/perfbrowse.cgi?@describe+%d". If you are using P4Web then a suitable value looks like "http://info.company.domain:8080/%d?ac=10".

[This feature is not supported by TeamTrack build 4404. It should be supported in the next release. RB 2000-12-13]

[The P4Web URL above may change. P4Web's URL scheme is under review by Perforce. Consult the P4Web documentation if it doesn't work. It's correct as of P4Web change level 18548. RB 2000-12-13]

closed_state

The distinguished defect tracker state that maps to the "closed" state in Perforce, or None if there is no distinguished state.

We provide this feature because Perforce (as of release 2000.1) makes it easy to set a job's state to "closed", but it's hard to set it to any other state [need reference to UG here GDR 2000-12-04]. So it makes sense for "closed" to be the state that developers will most commonly be needing to set the job state to. This should usually be the state in the workflow after the code has been changed and before the change is tested.

If you are using TeamTrack, and your workflow already has a state called "Closed", then that state must map to "closed" in Perforce. So set this to None.

[We might want to make this work in the same way as Bugzilla, e.g. if closed_state is set to something other than 'closed', then 'closed' itself maps to 'teamtrack_closed'. NB 2001-01-15].

For example, if you're using the TeamTrack sample workflow, then this might be "Resolved".

If you are using Bugzilla, and you have not modified the set of bug states, this might be "RESOLVED". The state called "CLOSED" will map to "bugzilla_closed" in Perforce.

bugzilla_directory (Bugzilla only)

The directory in which Bugzilla is installed, or None.

Bugzilla sends e-mail to its users when it notices that a bug has been changed. If the P4DTI is running on the Bugzilla server, it is able to use Bugzilla's processmail script to promptly send e-mail in the same way. This configuration parameter allows the P4DTI to locate processmail. Set it to None if the P4DTI is not running on the Bugzilla server or if you don't want the P4DTI to send these e-mail messages.

For example, "/home/httpd/html/bugzilla".

dbms_host (Bugzilla only)

The host on which the Bugzilla MySQL server is running.

We recommend that you run the P4DTI on the Bugzilla server host, so this is normally set to "localhost".

dbms_database (Bugzilla only)

The is the name of the database in which Bugzilla is storing its data on the MySQL server. This is normally set to "bugs" during Bugzilla installation [Bugzilla 1999-02-25, section 4]. You will need to change it if you have set up Bugzilla differently.

dbms_port (Bugzilla only)

The port number on which the Bugzilla MySQL server is listening on the database host (dbms_host). MySQL normally listens on port 3306. You will need to change this only if you have set up MySQL differently. Note that this parameter is expressed as a number, not as a string.

dbms_user (Bugzilla only)

The user name that the replicator uses to log in to MySQL to use the Bugzilla database. Bugzilla normally logs in to MySQL as user "bugs" [Bugzilla 1999-02-25, section 3], and we recommend that the replicator does the same. You will only need to change this if you have configured Bugzilla differently, or you want to set up the replicator to log in as a different user to Bugzilla.

dbms_password (Bugzilla only)

The password that the replicator uses to log in to MySQL to use the Bugzilla database. Bugzilla normally logs in with an empty password [Bugzilla 1999-02-25, section 3], and we recommend that the replicator does the same. You will only need to change this from "" if you have configured Bugzilla differently, or you want to set up the replicator to log in as a different user to Bugzilla and use a password.

dt_name

The name of the defect tracking system you're integrating with. Either "TeamTrack" or "Bugzilla".

verbose

1 if verbose logging is required, 0 otherwise. We recommend setting this to 0 except when debugging the replicator.

log_file

The name of the replicator's log file, or None if log messages should not be sent to a file. For example, "C:\\Program Files\\P4DTI\\p4dti.log".

The replicator generates log messages to record its actions. These log messages are sent to all of these places:

p4_client_executable

The path to the Perforce client executable that the replicator uses. This doesn't need to be an absolute path name if the client is on the replicator user's path.

For example, on Windows this might be "C:\\Program Files\\Perforce\\p4.exe". On Unix it might just be "p4".

p4_password

The password the replicator uses to log in to the Perforce server, or the empty string if there is no password.

For example, "".

See Section 5.3, "Configuring Perforce for the P4DTI" for information about how the replicator logs in to Perforce.

p4_port

The address and port of the Perforce server that the replicator replicates to and from.

For example, "perforce.company.domain:1666".

p4_server_description

A human-readable description of the Perforce server that the replicator replicates to. This may be used by the defect tracker to indicate which Perforce server an issue is replicated to.

For example, "Hardware development group Perforce server".

p4_user

The userid the replicator uses to log in to the Perforce server.

For example, "p4dti-replicator0".

We recommend that you incorporate the replicator identifier (rid) into this userid, so that you can easily add more replicators later.

See Section 5.3, "Configuring Perforce for the P4DTI" for information about how the replicator logs in to Perforce.

replicated_fields

A list of the names of defect tracker fields that will be replicated between issues and jobs.

An example which works with TeamTrack's sample database is ["DESCRIPTION", "PRIORITY", "SEVERITY", "ESTTIMETOFIX", "ACTTIMETOFIX"]. An example which works with Bugzilla 2.10 is ["longdesc", "priority", "bug_severity", "product"].

Some fields are always replicated; the replicated_fields parameter allows you to configure additional fields to replicate.

[I have rewritten this whole section to accommodate all the Bugzilla information. It needs polish. NB 2001-01-15]

Which fields should you replicate? Here's some advice.

Remember that it's mainly developers who will be doing their defect resolution using Perforce. So any field that developers will need to look at to do their work should be replicated. For example, fields which describe the problem or will help to prioritize the work.

Also, you must replicate any fields that the developers are required to fill in, or they won't be able to use Perforce to do their work.

Other fields should probably not be replicated — the simpler it is for developers, the better the quality of the information they enter will be. This may mean modifying your workflows so that these fields can be omitted. For example, you may have a FIX_DESCRIPTION field for the developer to explain what they did. Now that you're running the integration, you don't need that field, since you can look in the change comments of the associated changelists to find out what the developer did. So leave it out.

If you need to change the list of replicated fields after you've been using the integration for a while, then you need to take care. See Section 10, "Maintaining the integration", for details.

replicated_fields for TeamTrack

The TeamTrack integration always replicates the fields STATE, OWNER, and TITLE, so don't include those fields here. An example which works with TeamTrack's sample database is ["DESCRIPTION", "PRIORITY", "SEVERITY", "ESTTIMETOFIX", "ACTTIMETOFIX"].

If you're using TeamTrack's sample database or something similar to it, you should replicate DESCRIPTION (so that developers can understand what the problem is), SEVERITY and PRIORITY (so that developers can prioritize their work). You may want to replicate the ESTTIMETOFIX and ACTTIMETOFIX fields, so that developers can fill them in.

To discover the database name of a TeamTrack field:

  1. Run the TeamTrack administrator.
  2. Select the Projects tab.
  3. Select a project from the list (but not the base project).
  4. Click the Edit button.
  5. Select the Default Fields tab.
  6. Select the field you want to know the database name for from the list.
  7. Click the Edit button.
  8. Look in the Database Field Name field in the dialog.

replicated_fields for Bugzilla

The Bugzilla integration always replicated the fields "bug_status", "short_desc", "assigned_to" and "resolution", so don't include those fields here. An example is ["longdesc", "priority", "bug_severity", "product"].

You should replicate "longdesc", so that developers can understand what the problem is. You should replicate "bug_severity" and "priority", so that developers can prioritize their work. If you use target milestones, you should probably replicate "target_milestone" for the same reason. You may want to replicate the "product", "component" and "version" fields, so that developers can categorize their work. You may want to replicate the "op_sys", "rep_platform", "status_whiteboard" and "keywords" fields, for additional developer information.

The field name "longdesc" may be used for the long descriptions of the bug (although these are actually stored in a different database table). Perforce users can only modify this field by appending to it; any text which they append is replicated to Bugzilla as an additional comment. If a Perforce user makes a change to this field other than by appending to it, the replicator will reject that change.

Some fields can not be changed from Perforce, either because they can not be changed from Bugzilla (e.g. "creation_ts", "delta_ts", "lastdiffed"), or because they can only be changed in Bugzilla in very restricted ways (e.g. "groupset", "product", "version", "component", "target_milestone", "everconfirmed"), or because changing them in Bugzilla has complex side-effects which can't be sensibly reproduced by the replicator (e.g. "votes", "keywords"). If a Perforce user changes one of these fields, the replicator will reject that change.

Some fields ("assigned_to", "qa_contact" and "reporter") have to contain Bugzilla users. Such a field may contain a Perforce user name (if the Perforce user corresponds to a Bugzilla user) or a Bugzilla user's email address. If a Perforce user changes one of these fields to some other string, the replicator will reject that change.

The field names for Bugzilla 2.10 are given in the following table. If you have modified Bugzilla, your field names may differ. To discover the set of Bugzilla field names, type mysqlshow bugs bugs at a shell prompt.

Field name Name on Bugzilla form Replication policy
bug_id Bug # always, read only
bug_status Status always, read/write
assigned_to Assigned To always, read/write, user
short_desc Summary always, read/write
resolution Resolution always, read/write
bug_file_loc URL read/write
bug_severity Severity read/write
op_sys OS read/write
priority Priority read/write
rep_platform Platform read/write
reporter Reporter read/write, user
qa_contact - read/write, user
status_whiteboard Status Whiteboard read/write
longdesc Description append only
groupset - read only
creation_ts Opened read only
delta_ts - read only
product Product read only
version Version read only
component Component read only
target_milestone Target Milestone read only
votes Votes read only
keywords Keywords read only
lastdiffed - read only
everconfirmed - read only

The following fields are displayed on the Bugzilla bug form but are kept in separate database tables and can not currently be replicated: "Cc", "Attachments", "Depends on", "Blocks".

replicator_address

The e-mail address from which the replicator appears to sends e-mail. This address is used in the "From" field of e-mail that the replicator sends.

For example, "p4dti-replicator0@company.domain".

We recommend that the user part of this e-mail address be the same as the replicator userid in Perforce, so that it's clear which replicator is sending the e-mail if you have several replicators. We recommend that this address be an alias for the administrator e-mail address (administrator_address) so that people can reply to the automatically generated e-mail and get to someone who can help them.

If you are using Bugzilla, this e-mail address is also used for the replicator's Bugzilla account. (see Section 5.5.2, "Creating a Bugzilla user to represent the replicator").

smtp_server

The address of the SMTP server that the replicator uses to send e-mail.

For example, "smtp.company.domain".

start_date

The starting point in time for replication. Issues modified after this date will be replicated; issues unchanged after this date will be ignored. Must be a string in the form "YYYY-MM-DD HH:MM:SS".

For example, "2001-02-10 00:00:00".

teamtrack_password (TeamTrack only)

The password that the replicator uses to log into TeamTrack, or the empty string if there is no password.

For example, "".

See Section 5.4.2, "Creating a TeamTrack user to represent the replicator".

teamtrack_server (TeamTrack only)

The TeamTrack server hostname and (optionally) port that the replicator will replicate to.

For example, "teamtrack.company.domain:80".

teamtrack_user (TeamTrack only)

The user name that the replicator uses to log into TeamTrack.

For example, "P4DTI-replicator0".

See Section 5.4.2, "Creating a TeamTrack user to represent the replicator".

5.3. Configuring Perforce for the P4DTI

5.3.1. Creating a Perforce user to represent the replicator

You need to create a user in Perforce for the replicator.

See Section 3.1, "Perforce prerequisites" about getting a license from Perforce Software for this extra user.

Create a Perforce user whose userid is the replicator Perforce userid (p4_user) specified in the P4DTI configuration. See "Administering Perforce: Superuser Tasks" in the Perforce 2000.1 System Administrator's Guide for instructions [Perforce 2000-10-11, chapter 3]. The user's e-mail address must match the replicator e-mail address (replicator_address).

If you're using the Perforce protections you need to make the replicator a super user, so that it can set the jobspec. See "Administering Perforce: Protections" in the Perforce 2000.1 System Administrator's Guide for instructions [Perforce 2000-10-11, chapter 4]. You'll need to add a line like

super user p4dti-replicator0 * //...

to the protections list.

5.3.2. Installing Perforce triggers to enforce workflow

You can use the P4DTI in combination with a Perforce trigger to enforce extra workflow restrictions. For example, you can prevent changes being made to areas of the repository unless they resolve at least one "critical" defect.

The P4DTI comes with an example trigger script that you can adapt for your needs. It's installed as example_trigger.py in the default installation directory.

You will need to configure the P4DTI to replicate the defect tracker fields that you want to check. Most likely you'll want to check that the "priority" or "severity" or something similar is above a certain level, or that the "approval" field has been set by a manager, or something like that. You need to make sure the relevant fields are replicated. See the list of replicated fields (replicated_fields) configuration parameter.

You will then need to adapt the trigger script for your needs. A small amount of Python programming is needed.

Be sure to read the "Triggers" section in chapter 6 of the Perforce System Administrator's Guide [Perforce 2000-10-11] for instructions on installing and managing trigger scripts, and restrictions on what they can do.

The example script contains further details about adapting it.

5.3.3. Deleting all existing Perforce jobs

If you have any Perforce jobs already, you must delete them.

The P4DTI assumes that it can take over the jobs subsystem of Perforce, and may overwrite or destroy any existing job data. In particular, it will re-write the Perforce jobspec [Perforce 2000-10-11, Chapter 5].

[Is this possible under Windows? NB 2000-12-15]

[Actually it is possible to configure the replicator to use existing jobs, but it's not easy and not tested. See Section 6.1, "Migrating from Perforce jobs", for more information about this limitation].

5.4. Configuring TeamTrack for the P4DTI

This section explains how to configure TeamTrack for use with the P4DTI. You can skip this section if you're not using TeamTrack.

5.4.1. Updating the Windows Registry

You need to add a TeamTrack value to the Windows Registry to tell TeamTrack that the P4DTI is present.

  1. Run the Registry editor, regedit.
  2. Select the key HKEY_LOCAL_MACHINE\Software\TeamShare\TeamTrack.
  3. Choose Edit → New → String Value and create a value with the name VC Integration, then choose Edit → Modify to give it contents perforce.

Your Registry should now look like the one shown in Figure 2.

Figure 2. Registry keys for TeamTrack with the P4DTI

Screen shot of TeamTrack registry keys in the Windows Registry Editor

5.4.2. Creating a TeamTrack user to represent the replicator

You need to create a user in TeamTrack for the replicator.

See Section 3.2, "TeamTrack prerequisites" about getting a license from TeamShare for this extra user.

  1. Run the TeamTrack Administrator.
  2. Click the Users tab.
  3. Click the Add button.
  4. In the General tab, enter the replicator user name (see the replicator Teamtrack userid (teamtrack_user) parameter).
  5. Give the replicator user standard access by clicking the Standard radio button. See Figure 3 for an example of how your dialog should look.
  6. The replicator user needs privilege to connect to TeamTrack using the TeamShare API. In the Privileges tab, select the System tab and check the Connect using the API checkbox. See Figure 4 for an example of how your dialog should look.
  7. Click OK to add the user.

Figure 3. New user: General tab

Screen shot showing the general tab for creating a new user in TeamTrack Administrator

Figure 4. New user: Privileges tab

Screen shot showing the Privileges tab for creating a new user in TeamTrack Administrator

5.4.3. Providing field descriptions

The replicator uses TeamTrack issue field descriptions as the source for the Perforce job field descriptions. These job field descriptions appear in comments in every job form (if you're using the Perforce command line) and as tooltips for the fields in the job editing dialog (if you're using the Perforce Windows GUI).

You should use these field descriptions to give instructions to users about how to fill in that field. For example, you might describe the TITLE field as "A one sentence statement of the problem from the user's perspective.", and describe the DECSRIPTION field as "A detailed description of the problem from the user's perspective, including how to reproduce it."

TeamTrack leaves field descriptions blank when you create a database, so you should provide descriptions of fields that your developers will be editing, as follows:

  1. Run the TeamTrack Administrator.
  2. Click the Workflows tab.
  3. Select the Issue Workflow.
  4. Click the Edit… button.
  5. Click the Default Fields tab.
  6. Select the field you want to provide a description of.
  7. Click the Edit… button.
  8. Enter the description in the Description field.
  9. Click the OK button.
  10. Repeat steps 6 to 8 until you're done.
  11. Click the OK button.

[It would be nice to have a screenshot here. GDR 2001-01-02]

5.5. Configuring Bugzilla for the P4DTI

This section explains how to configure Bugzilla for use with the P4DTI. You can skip this section if you're not using Bugzilla.

5.5.1. Patching Bugzilla

The P4DTI needs to make some minor modifications to the Bugzilla code in order to provide functionality throught the Bugzilla user interface. These modifications are distributed as a patchfile for version 2.10 of Bugzilla.

If you have modified Bugzilla at your site you may still be able to apply the patch successfully, but note that changes to the database schema, the permissions rules, or the workflow rules may cause the replicator to malfunction.

To make the modifications to Bugzilla, go to your Bugzilla installation directory and enter a command like

patch < p4dti-install-dir/bugzilla-2.10-patch

where p4dti-install-dir is your P4DTI installation directory (see Section 4, "Installing the integration software"). Check the results of the patch program carefully to make sure it succeeded.

5.5.2. Creating a Bugzilla user to represent the replicator

You need to create a Bugzilla user for the replicator.

The replicator uses e-mail addresses to work out which Perforce user corresponds to each Bugzilla user. A Perforce user that does not correspond to a Bugzilla user will be translated to the replicator's Bugzilla user, except for user fields (for example, "AssignedTo") in jobs. The replicator will reject a change when there is no Bugzilla user corresponding to a changed user field.

Follow these steps:

  1. Go to http://your-bugzilla-path/editusers.cgi and log in if necessary.
  2. Click Submit to bring up the user list.
  3. Click Add a new user at the bottom of the user list.
  4. Enter a "Login name" which is the replicator e-mail address (replicator_address).
  5. Enter a "Real name" like "Perforce defect tracking integration".
  6. The password is irrelevant to the replicator, but fill one in for security so that Bugzilla users can't pretend to be the replicator.
  7. We also recommend you enter "Disable text" like "This user may only access Bugzilla as the P4DTI replicator process." to prevent access through the Bugzilla user interface.
  8. Click Add to create the user.

5.5.2. Enabling the Bugzilla extensions

Once you've patched the Bugzilla code (see Section 5.5.1, "Patching Bugzilla") you need to switch on the P4DTI extensions to get the functionality. Follow these steps:

  1. Go to http://your-bugzilla-path/editparams.cgi and log in if necessary.
  2. Find the "p4dti" parameter (it's probably at the bottom) and set it to "on".
  3. Click Submit changes to enable the extensions.

You can switch the extensions off if you ever want to disable use of the P4DTI from the Bugzilla user interface.

5.6. Example configurations

[We should include a simple example which would suit organization new to defect tracking, or who have just migrated from Perforce jobs, and a more complex example, more suitable for TeamTrack users with non-trivial workflows. RB 2000-09-21]

5.7. Multiple Perforce servers

[This topic will probably deserve special treatment, but if not, delete this section. RB 2000-09-21]

[The P4DTI doesn't have documented support for multiple Perforce servers at present. We've designed the software so that it's possible to set up a replicator for each Perforce server/defect tracker server pair, provided that each is replicating a distinct set of issues. In other words, each defect tracker issue can only be replicated to one Perforce server. This requires some advanced configuration, including developing an issue filtering method. If you really need support for this please write to p4dti-beta-feedback@ravenbrook.com. RB 2000-12-11]

6. Migrating your defect tracking data to the integrated system

This section explains how to migrate your defect tracking data from your existing defect tracker to the integrated system.

6.1. Migrating from Perforce jobs

[As of version 0.5, the P4DTI does not support migration from Perforce jobs. RB 2000-11-29]

[In fact, it is possible to configure the replicator to use existing jobs, and to use the migrate_teamtrack.py script to force them into TeamTrack, but it's complicated and messy and not very well developed. We may develop it further if there's demand during the beta program, but so far we've come across very few sites that use Perforce jobs. See also Appendix D, "Advanced configuration". RB 2000-11-29]

6.2. Migrating from TeamTrack

No special action is required to migrate defect tracking data from TeamTrack to the integrated system.

The replicator starts replicating TeamTrack cases as soon as it starts up. Only cases that are created or modified after the replicator is first started are replicated to Perforce.

[As of version 0.5 there is no easy way to start the replication of older cases. We intend to provide one. You can cause the replicator to replicate an old case by making an empty change to it from TeamTrack — just click "Update" and "Update" again in the case form. RB 2000-11-29]

6.3. Migrating from Bugzilla

No special action is required to migrate defect tracking data from Bugzilla to the integrated system.

The replicator starts replicating Bugzilla bugs as soon as it starts up. Only bugs that are created or modified after the replicator is first started are replicated to Perforce.

[As of version 0.5 there is no easy way to start the replication of older bugs. We intend to provide one. You can cause the replicator to replicate an old bug by making an empty change to it from Bugzilla — just click "Commit" in the bug form. RB 2000-11-29]

7. Testing

This section describes how you can test the integration setup to make sure it's working properly.

Note: The replicator does not currently start automatically. You must start it yourself as described below:

  1. Start a command interpreter (on Windows NT, click on the Start menu; select "Run…"; type cmd; click the OK button).
  2. Go to the P4DTI installation directory (see Section 4, "Installing the integration software").
  3. Run the command python run.py.

The first time you start the replicator (assuming all is well with your configuration), you should see log output explaining how the replicator is setting up the defect tracker schema extensions, as shown in Figure 5 below.

Figure 5. Example replicator log output on startup (TeamTrack integration)

2000-12-08 15:27:25 UTC	P4DTI-00	replicator0	Reading SELECTIONS table to find type prefixes.
2000-12-08 15:27:25 UTC	P4DTI-00	replicator0	Reading USERS table.
2000-12-08 15:27:27 UTC	P4DTI-00	replicator0	Installing field 'P4DTI_RID' in the TS_CASES table.
2000-12-08 15:27:27 UTC	P4DTI-00	replicator0	Installing field 'P4DTI_SID' in the TS_CASES table.
2000-12-08 15:27:27 UTC	P4DTI-00	replicator0	Installing field 'P4DTI_JOBNAME' in the TS_CASES table.
2000-12-08 15:27:28 UTC	P4DTI-00	replicator0	Installing field 'P4DTI_ACTION' in the TS_CASES table.
2000-12-08 15:27:30 UTC	P4DTI-00	replicator0	Installed all new fields in the TS_CASES table.
2000-12-08 15:27:30 UTC	P4DTI-00	replicator0	Put 'LAST_CHANGE' parameter in replicator configuration with value '23'
2000-12-08 15:27:30 UTC	P4DTI-00	replicator0	Put 'SERVER' parameter in replicator configuration with value '"{'sid': 'perforce0', 'description': 'Perforce server 0'}"'
2000-12-08 15:27:31 UTC	P4DTI-00	replicator0	Put 'STATUS_VALUES' parameter in replicator configuration with value '"{'sid': 'perforce0', 'description': '_new/assigned/closed/verified/deferred/cleared/clogged/pumped'}"'
2000-12-08 15:27:31 UTC	P4DTI-00	replicator0	Put 'CHANGELIST_URL' parameter in replicator configuration with value '"{'sid': 'perforce0', 'description': None}"'
2000-12-08 15:27:45 UTC	P4DTI-00	replicator0	Reading USERS table.
2000-12-08 15:27:45 UTC	P4DTI-00	replicator0	Matched TeamTrack user 'pam' with Perforce user 'spam' by e-mail address 'gdr+pam@ravenbrook.com'.
2000-12-08 15:27:45 UTC	P4DTI-00	replicator0	Matched TeamTrack user 'john' with Perforce user 'scone' by e-mail address 'gdr+john@ravenbrook.com'.
2000-12-08 15:27:45 UTC	P4DTI-00	replicator0	Matched TeamTrack user 'fred' with Perforce user 'bedhead' by e-mail address 'gdr+fred@ravenbrook.com'.

The replicator then goes into its main loop. Every 10 seconds it polls the defect tracker and Perforce for changes, and replicated those changes. Note that this means that when you start it for the first time, nothing will happen until you make changes in the defect tracker or in Perforce (if you want to replicate all existing issues from the defect tracker to Perforce, follow the procedure in Section 10.1, "Routine maintenance"). Figure 6 shows replicator log output when it is replicating a change.

Figure 6. Example replicator log output on replication (TeamTrack integration)

2000-12-08 15:59:12 UTC	P4DTI-00	replicator0	1 issue has changed
2000-12-08 15:59:12 UTC	P4DTI-00	replicator0	Set up issue '1' to replicate to job 'PRB00001'
2000-12-08 15:59:13 UTC	P4DTI-00	replicator0	Replicating issue 'PRB00001' to job 'PRB00001'
2000-12-08 15:59:15 UTC	P4DTI-00	replicator0	-- Changed fields: {'Engineer': 'fred', 'Resolution': '(None)', 'P4DTI-issue-id': '1', 'Owner': 'spam', 'Project': 'Pump', 'Description': 'I was just polishing the dome when my hand slipped.\012', 'Manager': 'spam', 'Priority': 'Urgent', 'How_Found': 'Normal_Use', 'Last_Modified_Date': '2000/12/08 15:59:05', 'P4DTI-rid': 'replicator0', 'Title': 'My oily rag fell into the chocolate pump', 'Workaround': '', 'Severity': 'High'}

To stop the replicator, press Control-C and wait for the replicator to next poll (10 seconds by default).

[A good approach to testing is to create a test issue and take it through a complete life-cycle (i.e. through the workflow) as described in the User's Guide. We can't know what the workflow will be at the organization, but we could provide an example. RB 2000-10-07]

7.1. Testing data replication

Run the consistency checker by changing to the installation directory and running the command

  1. Go to the P4DTI installation directory.
  2. Run the command python check.py.

[What should you expect to happen? GDR 2000-10-19]

The consistency checker may report that a number of issues in the defect tracker are not replicated. This is because the replicator only replicates issues that have changed since the replicator was started. If you want to replicate all existing issues from the defect tracker to Perforce, follow the procedure in Section 10.1, "Routine maintenance".

[Examine the database by hand using a database application (for example, Microsoft Access or the mysql command) to make sure it looks like the Perforce data is in there. But what should it look like? RB 2000-12-08]

7.2. Testing the Perforce interface

This section explains how to test the integration as if you were a user of Perforce. You should go through a typical sequence of actions that you expect your developers to go through — a dry run, as it were.

[It's probably not necessary to test the integration from every Perforce interface, but we should describe how to do it for each of them in the manual. Advise the administrator to use whichever their developers are most likely to use.]

The main interfaces are:

  1. Command line
  2. GUI
  3. Development environment integrations

[Section not written yet. RB 2000-09-20]

7.3. Testing the defect tracker interface

This section explains how to test the integration as if you were a user of the DT.

[Probably need sub-sections for each DT.]

[Section not written yet. RB 2000-09-20]

8. Training and documentation

[We're going to provide the UG which will be "how to" documentation for the use cases and requirements. But this section will recommend getting the users together and telling them about the integration and how to use it, in overview. LMB suggests we provide a presentation outline. GDR suggests that we cover some key stuff that users should or shouldn't do (e.g. "don't edit the P4DTI-* fields in jobs"). RB will write this presentation, as it's needed for the alpha programme anyway. We need to cover how to use it, and what to do when it goes wrong, for example, when a conflict happens, or when they come across a conflicting issue. This presentation material will also be useful for the user guide. RB 2000-10-07]

[It might be a good idea to tell everyone to upgrade their Perforce clients to version 2000.2 or later, and to make sure that they uninstall TeamShare SourceBridge. (See Section 3.1, "Perforce prerequisites", and Section 3.2, "TeamTrack prerequisites".) RB 2000-11-30]

[Section not written yet. RB 2000-09-20]

9. Going live

[When the admin is configuring and testing, he doesn't want to use the real database. We should explain this earlier on. And we'll need to explain how to make the integration work on the real data smoothly. We can provide a plan, and contingency plans for if things go wrong. For example, recommend coming in early in the morning or over a weekend. We can estimate how long it will take.

[Configuration should've taken place on a duplicate of their real data. This might not be feasible if the real data is a 10Gb Perforce repository and a 100Gb corporate Oracle database. We'll need to think about that one.

[They'll need to re-run the testing on the live system as well. (The earlier testing was to make sure the configuration worked, this is to make sure the live system is working.)

[They should configure the replicator to start automatically when the system comes up, and check that it does.

[They should then watch the system working for a while. We should list things to look out for. RB 2000-10-07]

10. Maintaining the integration

[Section not written yet. RB 2000-11-30]

[We must explain what issues there are if the configuration needs to change, for example, if new fields are needed. RB 2000-12-01]

10.1. Routine maintenance

If you change the set of replicated fields in the replicator's configuration, this has the unfortunate side-effect of changing the Perforce jobspec and invalidating all Perforce jobs. When you do this, you must delete all Perforce jobs and refresh them from the defect tracker.

  1. Stop the replicator (see Section 7, "Testing").
  2. Go to the P4DTI installation directory.
  3. Run the command python refresh_perforce.py.
  4. Start the replicator again (see Section 7, "Testing").

You may also want to do this once you've installed the P4DTI and you're happy with the configuration; it replicates all issues from the defect tracker and so can be used to prime the Perforce jobs system with your existing issues.

10.2. Maintaining the configuration

[Section not written yet. RB 2000-12-05]

10.3. Maintaining the TeamTrack integration

The TeamShare API used by the replicator to communicate with the TeamTrack server does not report the reasons for errors. This means that the P4DTI cannot tell why it can't replicate a change to a job from Perforce to TeamTrack. In general, the P4DTI assumes that it's because the user doens't have permission to modify the corresponding case, or because they've made a mistake or omitted information in filling out the job form. But sometimes there's a real error. If a user can't get a change through and you don't know why, check the Windows Application Log on the TeamTrack server machine using the Event Viewer. The Event Log usually contains more information about why things are going wrong. Note that TeamTrack doesn't report violations of privileges or invalid data in the Event Log.

If you need to change the list of replicated fields (replicated_fields) after you've been using the integration for a while, then you need to take care. Perforce uses the field number in the jobspec to find data, not the field name. See the Perforce System Administrator's Guide [Perforce 2000-10-11, Chapter 5]. If you change the list of replicated fields, then the fields numbers will change, which means that the job data will be in a mess. We recommend that you refresh Perforce and restart the replicator whenever you change the list of replicated fields; see Section 10.1, "Routine maintenance".

Restart the replicator (see Section 10.1, "Routine maintenance") whenever you add new users to TeamTrack or change their userids or e-mail addresses.

10.4. Maintaining the Bugzilla integration

[Section not written yet. RB 2000-11-30]

[Things which might break the P4DTI: Changing the e-mail address of a user: stop the replicator, fix up any jobs belonging to that user, re-start the replicator. Adding replicated fields (see TeamTrack section above). Adding a group: Need to add the replicator user to any new groups. Changing the database schema: not supported. We have to talk to the main db, not the shadowdb. We haven't tested it with shadowdb. Despot not supported. Bug deletion not supported. Don't enforce "commenon*" parameters. RB 2000-12-05]

11. Administering the integration

[This section was originally intended to give instructions to someone called the "resolver", who would deal with cases where the replicator needed human intervention and management decisions to keep going. However, we've decided to implement a policy of "defect tracker wins", so that in these situations the defect tracker issue overrides the Perforce job, with e-mail sent to all parties involved so that they are informed and no information is lost. We expect these situations to be quite rare. This decision reduces installation time and organizational impact, and we believe it will improve the integration. However, we've left the code in, and this section in the manual, in case the beta program shows that we were wrong. RB 2000-11-28]

12. Uninstalling the integration

First tell your staff that you're uninstalling the integration. Ask them to stop using either Perforce jobs or the defect tracking, whichever you're not planning to use in future. Then simply stop the replicator process. Remove any hooks that start it again, such as Windows services, entries in /etc/rc.d, and so on. That's all you need to do.

The rest of this section deals with ways to remove data created by the integration, if you want to do that. We don't recommend it — we recommend that you keep all of your records.

[Consider deleting jobs, though this will also delete any fixes data, so it's not really a very good idea. RB 2000-12-05]

[We should talk about how to delete the replicator installation itself, most likely by removing the contents of a directory. We should talk about removing just one replicator when there are several running. RB 2000-10-15]

[Can delete P4DTI tables from Bugzilla database. Run r.dt.bugzilla.drop_p4dti_tables(). Unpatch the Bugzilla sources somehow. RB 2000-12-05]

13. Troubleshooting

13.1. Common problems and suggestions

[Section not written yet. This section is unlucky for some. RB 2000-12-06]

13.2. Error messages

[This section is not complete, but it covers some of the more likely errors during configuration. RB 2000-12-06]

Two defect tracker states '%s' and '%s' map to the same Perforce state '%s'.

The P4DTI chooses the names of states of Perforce jobs based on the state names in the defect tracker. Perforce job states can't contain spaces and various other characters, so it maps spaces to underscores, and translates other special characters using an encoding similar to that used in URLs. To avoid user confusion in the Perforce interface, it also maps all state names to lower case. This means that you can't have defect tracker states which are only distinguished by differences in case. (But note that in TeamTrack, which has different issue workflows for different projects, it's OK to have states with the same name as long as they are in different projects.)

In addition, Perforce jobs can't have state "new" or "ignore" as these have special meaning to the Perforce server. A defect tracker state "new" (or "New", "NEW", etc.) is mapped to Perforce state "_new" and a defect tracker state "ignore" is mapped to Perforce state "_ignore". This means that you can't have states called " new" with a space (or " New", etc.) in the defect tracker at the same time as one called "new", and similarly for "ignore".

We recommend you resolve this problem by making the state names distinct in TeamTrack. You should also avoid using spaces at the beginning of state names.

You specified the closed_state '%s', but there's no such TeamTrack state.

You can specify a defect tracker state to map to the Perforce "closed" state, so that you can work around limitations in Perforce. (See the state mapping to "closed" (closed_state) parameter.) The P4DTI checks that this state exists, so that you can be sure that it knows which one you mean. This error means that the P4DTI couldn't find the state you specified. This might happen if you change the state name in the defect tracker without changing the P4DTI configuration.

Double check the state name you specified as the closed_state in config.py.

Field '%s' specified in 'replicated_fields' list not in TeamTrack FIELDS table.

You can specify a list of fields for the P4DTI to replicate into jobs. See the list of replicated fields (replicated_fields) parameter. This error means that the P4DTI couldn't find one of the fields in the list. This might happen if you change the set of fields in TeamTrack.

Double check the fields names you specified as the replicated_fields. If you're changing fields in TeamTrack, study Section 10.3, "Maintaining the TeamTrack integration" for details.

Field '%s' specified in 'replicated_fields' list is a system field: leave it out!

Some fields are special and are always replicated. You can't specify them yourself as well. See the list of replicated fields (replicated_fields) parameter.

Remove the system fields from your list of replicated fields.

Field '%s' has type %d: this is not supported by P4DTI.

The P4DTI doesn't support all TeamTrack field types. One of the fields in your list of replicated fields (replicated_fields) has an unsupported type. The list of supported types can be gleaned from the type_table in configure_teamtrack.py. The most notable unsupported type is "MULTIPLE_SELECTION", because Perforce does not provide any kind of multiple selection interface.

If you really need the field replicated you might be able to change the set of fields in TeamTrack to avoid the type. You might be able to change your workflow to avoid needing that particular field from the Perforce interface. Otherwise there's not much you can do except complain, or perhaps implement a new subclass of replicator.translator to handle the field type (see dt_teamtrack.py for the existing translators). See the Perforce Defect Tracking Integration Integrator's Guide [RB 2000-10-16] for instructions on how to extend the integration, and how to contribute your extensions back to the community [RB 2000-10-16].

You can't have a field called 'code' in the Perforce jobspec.

Perforce uses the field "code" to pass internal status information to clients, so you can't have a defect tracker field called "code" that is replicated to Perforce jobs.

In TeamTrack, change the logical name of the field to something other than "code" (for example, "Code" will do). In the TeamTrack administrator, select the Workflow tab; select the workflow with the field called "code"; click the Edit button; select the Default Fields tab; select the "code" field; click the Edit button; change the Logical Field Name; click OK; click OK.

Too many fields to replicate: Perforce jobs can contain only 99 fields.

Wow! You're really going for it!

There's not much you can do except reduce the number of fields that you replicate. Remove some items from the list of replicated fields (replicated_fields).

Perforce error: You don't have permission for this operation

You haven't given the replicator permission to edit the Perforce jobspec. The replicator needs to have superuser privileges in Perforce. See Section 5.3.1, "Creating a Perforce user to represent the replicator".

TeamShare API Error: SERVER_ERROR: Authentication Failed. Invalid user id or password

You haven't created a user in TeamTrack for the replicator (see Section 5.4.2, "Creating a TeamTrack user to represent the replicator"), or else you've given the replicator incorrect values for the replicator Teamtrack userid (teamtrack_user) and replicator Teamtrack password (teamtrack_password) parameters.

A. References

[LMB 2000-09-14] "first cut at a documentation plan" (e-mail message); Leah Bateman; Ravenbrook Limited; 2000-09-13.
[RB 2000-08-10] "Perforce Defect Tracking Integration User's Guide"; Richard Brooksby; Ravenbrook Limited; 2000-08-10.
[RB 2000-09-07] "Sketchy documentation outlines" (e-mail message); Richard Brooksby; Ravenbrook Limited; 2000-09-07.
[RB 2000-10-07] "Notes from documentation meeting, 2000-10-07" (e-mail message); Richard Brooksby; Ravenbrook Limited; 2000-10-07.
[RB 2000-10-16] "Perforce Defect Tracking Integration Integrator's Guide"; Richard Brooksby; Ravenbrook Limited; 2000-10-16.
[RB 2000-10-18b] "Test report for release 0.3.2" (e-mail message); Richard Brooksby; Ravenbrook Limited; 2000-10-18.
[Bugzilla 1999-02-25] Bugzilla Installation README file; Ry4an Brase, Bryce Nesbitt, Dan Mosedale, Martin Pool, Terry Weissman; The Mozilla Organization; 1999-02-25
[Perforce 2000-10-09] "Perforce 2000.1 P4 Command Line User's Guide"; Perforce Software; 2000-10-09; <http://www.perforce.com/ perforce/doc.001/ manuals/p4guide/>, <ftp://ftp.perforce.com/ /pub/perforce/r00.1/doc/ manuals/p4guide/p4guide.pdf>.
[Perforce 2000-10-11] "Perforce 2000.1 System Administrator's Guide"; Perforce Software; 2000-10-11; <http://www.perforce.com/ perforce/doc.001/ manuals/p4sag/>, <ftp://ftp.perforce.com/ /pub/perforce/ r00.1/doc/ manuals/p4sag/p4sag.pdf>.
[GDR 2000-09-04] "TeamTrack database schema extensions for integration with Perforce"; Gareth Rees; Ravenbrook Limited; 2000-09-04; <http://www.ravenbrook.com/ project/p4dti/master/ design/teamtrack-p4dti-schema/>.
[GDR 2000-10-16] "Integration test report [for release 0.3.0]" (e-mail message); Gareth Rees; Ravenbrook Limited; 2000-10-16.
[GDR 2000-10-17a] "Test report for release 0.3.1" (e-mail message); Gareth Rees; Ravenbrook Limited; 2000-10-17.
[GDR 2000-12-08b] "Test report for release 0.4.2, 2000-12-08" (e-mail message); Gareth Rees; Ravenbrook Limited; 2000-12-08.
[GDR 2000-12-08c] "Test report for release 0.4.2, 2000-12-08 (2)" (e-mail message); Gareth Rees; Ravenbrook Limited; 2000-12-08.
[GDR 2000-12-09] "Test report for release 0.4.2, 2000-12-09" (e-mail message); Gareth Rees; Ravenbrook Limited; 2000-12-09.
[TeamShare 2000-05] "tTrack 4.0 Administrator Manual"; TeamShare; 2000-05.

B. Document History

2000-08-10 RB Created placeholder.
2000-09-11 GDR Added instructions for demonstrating the integration and notes on version 0.2.
2000-09-20 RB Replaced demo instructions with full documentation outline from documentation plan.
2000-10-15 RB Added installation and uninstallation sections, and other sections discussed in [RB 2000-10-07]. Removed parts specific to Ravenbrook Information System.
2000-10-16 RB Merged with master sources and GDR's demonstration instructions for version 0.2. More edits required to make this consistent with the master sources.
2000-10-19 GDR Updated to fix defects in release 0.3.1 [GDR 2000-10-17a] and release 0.3.2 [RB 2000-10-18b].
2000-11-25 LMB Removed "system" from title. Made lots of minor formatting and transition edits. Moved Glossary to end of document. Reorganized Section 4.
2000-11-26 RB Impoved prerequisites section. Added draft Bugzilla prerequisites. Formatted troubleshooting section. Updated version 0.3 references to version 0.4.
2000-11-27 RB Added readership. Removed some false statements.
2000-11-29 GDR Revised section 5 (configuration) to explain how to use the automatic configuration engine for TeamTrack. Moved material from sections 4 and 5 to make an appendix E for advanced configuration. Added section 4.6, a placeholder that will describe how to create a Perforce user for the replicator. The integration with TeamTrack now requires Python 2.0.
2000-11-29 RB Corrected overview and improved replicator diagram. Changed prerequisites to point at Perforce 2000.2 beta release. Added proper text to Bugzilla prerequisites section. Cross-referenced to User's Guide.
2000-11-29 LMB Changed "—" to "--" because the former doesn't display properly in Netscape. Made some minor edits in Sections 1-3.
2000-11-30 LMB Corrected figure numbers in the text that were off by one. Finished editing the AG. Swapped round Sections D and E. Searched the doc for "dfn" tags and incorporated those terms into the glossary. Deleted the list in Section 4.1 and folded its single entry into the preceding sentence. Added a short note to Section 4.4 to the effect that if you're using IIS, you don't need to stop and restart the TeamTrack server. Added a note to Section 4.6 that we need to tell admins to make the P4DTI user a Perforce super user and add it to the "p4 protect" table if they're using it.
2000-11-30 RB Added instructions to upgrade users Perforce clients and to stop using TeamShare SourceBridge. Told the administrator to check the Windows event log when things go wrong, because the TeamShare API doesn't tell the replicator about errors.
2000-11-30 GDR Added comments to the example jobspec in section D.2, and fixed the formatting. Added note saying that you may not have a field called "code". Listed the TeamTrack workflows that won't work well. Wrote advice on how to configure the integration. Added the changelist_url configuration parameter.
2000-12-01 RB Moved TeamTrack and Bugzilla configuration sections into the Configuration chapter, after the P4DTI configuration instructions. Added basic Linux installation instructions. Rewrote sections of the configuration instructions to go with the new flow. Deleted section on switching TeamTrack databases. Updated registry editing and Team Track privilege instructions. Added instructions for creating a Perforce user for the replicator. Explained multiple transition limitation. Updated screenshots.
2000-12-04 GDR Made list of configuration parameters in Section 5.2 consistent with the configuration file (by alphabetizing both lists). Added missing configuration parameter closed_state. Added note in section 5.2 about checking the configuration.
2000-12-05 RB Changed figures to use "div" tags in line with the user manual and to allow more flexible use of material in figures. Added basic notes on Bugzilla configuration (more to come).
2000-12-06 RB Added section 2.3 about supported platform configurations.
2000-12-07 GDR Advised admin to make e-mail addresses or userids the same in TeamTrack and Perforce. Advised admin to restart when users are added or changed.
2000-12-07 RB Removed "TeamTrack only" notice from "replicated_fields" configuration parameter heading.
2000-12-08 GDR Documented translation of "ignore" state. Improved advice about what to do with a field called "code". Fixed table of contents.
2000-12-08 GDR Documented refresh_perforce.py.
2000-12-08 GDR Documented translation of "ignore" state. Improved advice about what to do with a field called "code". Fixed table of contents.
2000-12-08 GDR Documented refresh_perforce.py.
2000-12-08 RB Brought configuration section 5.2 up to date with Bugzilla configurator (see job000115).
2000-12-08 RB Updated to match unified configuration file and related re-organization of sources.
2000-12-11 GDR Noted that the changelist_url configuration parameter must be suitable for passing to sprintf().
2000-12-13 RB Updated for version 0.5 to cover Bugzilla supported platforms, configurations, and known issues. Added changelist_url for use with P4Web.
2000-12-13 RB Moving the Python 1.5.2 sources and Linux RPM to the project imports.
2000-12-15 NB Added verbose configuration item.
2000-12-15 NB Added more chat about bugzilla_user.
2000-12-15 NB More about email addresses, python script names, and deleting jobs.
2001-01-02 GDR The recommendation for administrator experience (section 3) is more realistic. Moved text from Appendix D to the Integrator's Guide, and replaced with a reference. Replaced "company.com" with "company.domain" since the former exists. Fixed typos and improved wording to fix defects recorded in [GDR 2000-12-08b], [GDR 2000-12-08c], and [GDR 2000-12-09]. Made cross-references consistent. Added two error messages to section 13.2. Added figures 5 and 6 showing example log output. Added section 5.4.3 about providing field descriptions.
2001-01-15 NB Added Bugzilla info to replicated_fields configuration parameter documentation, and broke it into separate sections for TeamTrack and Bugzilla. Added Bugzilla to closed_state configuration parameter doc.
2001-01-29 NB Added bugzilla_directory configuration parameter.
2001-02-12 GDR Added start_date configuration parameter.

C. Data representation

This section describes the way in which the integration represents the Perforce data in the defect tracking system's database (DTDB), so that organizations can write queries on the combined Perforce and defect tracking data [requirement 68].

C.1. TeamTrack schema extensions

Details of the schema extensions for TeamTrack aren't yet in the manual. Full documentation is available in the design document "TeamTrack database schema extensions for integration with Perforce" [GDR 2000-09-04].

C.2. Bugzilla schema extensions

[Section not written yet. RB 2000-09-20]

D. Advanced configuration

Warning: The configuration methods in this section are not supported by Perforce or TeamShare.

A few organizations may find that the configuration options described in section Section 5.2, "Configuring the P4DTI software", aren't sufficiently flexible to support their requirements. This is most likely to be the case when you already use Perforce jobs and have significant tools which depend on your jobspec. In this situation the integration won't work for you because it relies on being able to generate its own jobspec and replace yours.

It may still be possible to get the integration to work in this situation by writing your own configuration and using your own jobspec. In order to do this you will need to understand the P4DTI configuration architecture in some detail, and be fluent in the Python programming language. The details of how the P4DTI is configured are given in Section 7 of the Integrator's Guide, and some guidance on developing your own configuration is given in Section 7.5.

E. Glossary

DT Defect Tracker, Defect Tracking System Examples are TeamShare's TeamTrack, Soffront TRACK Defects, Bugzilla
DTDB Defect Tracking DataBase, Defect Tracking DataBase system Most defect trackers store the defect tracking information in a database of some sort. Some have abstract interfaces that allow them to use any ODBC compliant database (for example, TeamTrack can use Oracle as its DTDB). Some are closely coupled to a particular database (Bugzilla uses MySQL as its DTDB).
issue [Need definition. LMB 2000-11-30]
job [Need definition. LMB 2000-11-30]
P4 The Perforce SCM Software Perforce Software's fast configuration management system software. We do not use the term P4 to refer to Perforce Software, the company.
P4DTI Perforce Defect Tracking Integration The software that integrates Perforce Software's fast configuration management system (P4) to defect tracking systems (DTs).
replication [Need a definition here. LMB 2000-11-25].
replicator [Need a definition here. LMB 2000-11-30].
RID Replicator Identifier [Need a definition here. LMB 2000-11-25].
workflow [Need a definition here. LMB 2000-11-30].

Copyright © 2000 Ravenbrook Limited. This document is provided "as is", without any express or implied warranty. In no event will the authors be held liable for any damages arising from the use of this document. You may make and distribute copies and derivative works of this document provided that (1) you do not charge a fee for this document or for its distribution, and (2) you retain as they appear all copyright and licence notices and document history entries, and (3) you append descriptions of your modifications to the document history.

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