Merge remote-tracking branch 'origin/documentation' into dev

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Oliver Günther 5 years ago
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@ -106,7 +106,7 @@ A POST to this end point executes the custom action on the work package provided
+ Response 200 (application/hal+json)
[Work Package][]
Returns the work package resource that was updated. See [Work packages](work-packages) section for details.
+ Response 400 (application/hal+json)

@ -1415,7 +1415,8 @@ For more details and all possible responses see the general specification of [Fo
+ Response 200 (application/hal+json)
[Example Form][]
Returns the form resource that was created. See [Forms](forms) section for details.
## Schema For Global Queries [/api/v3/queries/schema]

@ -452,7 +452,7 @@ Deletes the work package, as well as:
+ Response 200 (application/hal+json)
[Example Schema][]
Returns the work package schema resource. See [Schemas](schemas) section for details.
+ Response 404 (application/hal+json)
@ -552,7 +552,7 @@ List work package schemas.
This endpoint returns a form to allow a guided modification of an existing work package.
For more details and all possible responses see the general specification of [Forms](#forms).
For more details and all possible responses see the general specification of [Forms](forms).
## Work Package Edit Form [POST]
@ -561,8 +561,6 @@ For more details and all possible responses see the general specification of [Fo
+ Response 200 (application/hal+json)
[Example Form][]
+ Response 403 (application/hal+json)
Returned if the client does not have sufficient permissions.
@ -774,7 +772,7 @@ A project link must be set when creating work packages through this route.
+ Response 200 (application/hal+json)
[Example Form][]
Returns the form resource that was created. See [Forms](forms) section for details.
## Work Packages by Project [/api/v3/projects/{id}/work_packages{?offset,pageSize,filters,sortBy,groupBy,showSums,notify}]
@ -977,7 +975,7 @@ For more details and all possible responses see the general specification of [Fo
+ Response 200 (application/hal+json)
[Example Form][]
Returns the form resource that was updated. See [Forms](forms) section for details.
## Relations [/api/v3/work_packages/{work_package_id}/relations]
@ -1006,7 +1004,7 @@ Note that it is only allowed to provide properties or links supporting the write
+ Response 201 (application/hal+json)
[Relation][]
Returns the relation resource. See [Relations](relations) for more information.
+ Response 400 (application/hal+json)
@ -1371,11 +1369,11 @@ In case the user was already watching the work package an `HTTP 200` is returned
+ Response 200 (application/hal+json)
[User][]
Returns the user resource
+ Response 201 (application/hal+json)
[User][]
Returns the user resource
+ Response 400 (application/hal+json)
@ -2007,7 +2005,7 @@ Only linked revisions from repositories are shown if the user has the view chang
+ Response 200 (application/hal+json)
[Activity][]
Returns the activity resource
+ Response 404 (application/hal+json)
@ -2043,7 +2041,7 @@ updated activity.
+ Response 201 (application/hal+json)
[Activity][]
Returns the activity resource
+ Response 400 (application/hal+json)

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@ -112,7 +112,6 @@ This code of conduct is adapted from the [Contributor Covenant](http://contribut
# Additional resources
* [Quick Start for Developers](quick-start)
* [Development environment for Ubuntu 16.04.](development-environment-ubuntu.md)
* [Development environment for Mac OS X](development-environment-osx.md)

@ -3,7 +3,7 @@
To develop OpenProject a setup similar to that for using OpenProject in production is needed.
This guide assumes that you have a Mac OS Xinstallation installation with administrative rights.
OpenProject will be installed with a PostgreSQL database. This guide will work analogous with a MySQL installation, though.
OpenProject will be installed with a PostgreSQL database.
**Please note**: This guide is NOT suitable for a production setup, but only for developing with it!
@ -13,9 +13,10 @@ If you find any bugs or you have any recommendations for improving this tutorial
We'll use [homebrew](https://brew.sh/) to install most of our requirements. Please install that first using the guide on their homepage.
## Install Ruby 2.6.
## Install Ruby
Use [rbenv](https://github.com/rbenv/rbenv) and [ruby-build](https://github.com/rbenv/ruby-build#readme) to install Ruby. We always require the latest ruby versions, and you can check which version is required by [checking the Gemfile](https://github.com/opf/openproject/blob/dev/Gemfile#L31) for the `ruby "~> X.Y"` statement. At the time of writing, this version is "2.6"
Use [rbenv](https://github.com/rbenv/rbenv) and [ruby-build](https://github.com/rbenv/ruby-build#readme) to install Ruby 2.6.1.
**Install rbenv and ruby-build**
rbenv is a ruby version manager that lets you quickly switch between ruby versions.
@ -38,19 +39,19 @@ and install that version.
```bash
# Install the required version as read from the Gemfile
[dev@ubuntu]# rbenv install 2.6.1
rbenv install 2.6.5
```
This might take a while depending on whether ruby is built from source. After it is complete, you need to tell rbenv to globally activate this version
```bash
[dev@ubuntu]# rbenv global 2.6.1
rbenv global 2.6.5
```
You also need to install [bundler](https://github.com/bundler/bundler/), the ruby gem bundler.
```bash
[dev@ubuntu]# gem install bundler
gem install bundler
```
## Setup PostgreSQL database
@ -95,11 +96,11 @@ $ nodenv init
**Install latest LTS node version**
You can find the latest LTS version here: https://nodejs.org/en/download/
Currently, this is v10.15.3. Install and activate it with:
Currently, this is v12.13.0. Install and activate it with:
```bash
[dev@ubuntu]# nodenv install 10.15.3
[dev@ubuntu]# nodenv global 10.15.3
nodenv install 12.13.0
nodenv global 12.13.0
```
## Verify your installation
@ -108,28 +109,28 @@ You should now have an active ruby and node installation. Verify that it works w
```bash
$ ruby --version
ruby 2.6.1p33 (2019-01-30 revision 66950) [x86_64-darwin16]
ruby 2.6.5p114 (2019-10-01 revision 67812) [x86_64-darwin16]
$ bundler --version
Bundler version 2.0.1
Bundler version 2.0.2
$ npm --version
6.7.0
12.13.0
```
# Install OpenProject
```bash
# Download the repository
[dev@ubuntu]# git clone https://github.com/opf/openproject.git
[dev@ubuntu]# cd openproject
git clone https://github.com/opf/openproject.git
cd openproject
# Install gem dependencies
# If you get errors here, you're likely missing a development dependency for your distribution
[dev@ubuntu]# bundle install
bundle install
# Install node_modules
[dev@ubuntu]# npm install
npm install
```
Note that we have checked out the `dev` branch of the OpenProject repository. Development in OpenProject happens in the `dev` branch (there is no `master` branch).
@ -140,7 +141,7 @@ So, if you want to develop a feature, create a feature branch from a current `de
Create and configure the database configuration file in `config/database.yml` (relative to the openproject-directory.
```bash
[dev@debian]# vim config/database.yml
vim config/database.yml
```
Now edit the `config/database.yml` file and insert your database credentials.
@ -163,15 +164,15 @@ test:
database: openproject_test
```
**NOTE:** If you want to use MySQL instead and have a database installed, simply use the MySQL section of the exemplary `database.yml.example` configuration file.
## Finish the Installation of OpenProject
Now, run the following tasks to migrate and seed the dev database, and prepare the test setup for running tests locally.
```bash
[dev@ubuntu]# export RAILS_ENV=development
[dev@ubuntu]# ./bin/rake db:migrate db:seed db:test:prepare
RAILS_ENV=development bin/rails db:create db:migrate
RAILS_ENV=development bin/rails db:seed db:test:prepare
```
@ -181,8 +182,8 @@ You can run all required workers of OpenProject through `foreman`, which combine
however most developers end up running the tasks in separate shells for better understanding of the log output, since foreman will combine all of them.
```bash
[dev@ubuntu]# gem install foreman
[dev@ubuntu]# foreman start -f Procfile.dev
gem install foreman
foreman start -f Procfile.dev
```
The application will be available at `http://127.0.0.1:5000`. To customize bind address and port copy the `.env.sample` provided in the root of this
project as `.env` and [configure values][foreman-env] as required.
@ -206,19 +207,23 @@ To run OpenProject manually, you need to run the rails server and the webpack fr
**Rails web server**
```bash
[dev@ubuntu]# RAILS_ENV=development ./bin/rails server
RAILS_ENV=development bin/rails server
```
This will start the development server on port `3000` by default.
**Webpack bundling**
**Angular frontend**
To run the frontend server, please run
```bash
[dev@ubuntu]# RAILS_ENV=development npm run webpack-watch
RAILS_ENV=development npm run serve
```
This will watch for any changes within the `frontend/` and compile the application javascript bundle on demand. You will need to watch this tab for the compilation output,
should you be working on the TypeScript / angular.js frontend part.
should you be working on the TypeScript / Angular frontend part.
You can then access the application either through `localhost:3000` (Rails server) or through the frontend proxied `http://localhost:4200`, which will provide hot reloading for changed frontend code.
## Start Coding
@ -228,11 +233,7 @@ Also, take a look at the `doc` directory in our sources, especially the [how to
## Troubleshooting
The OpenProject logfile can be found here:
```
/home/openproject/openproject/log/development.log
```
The OpenProject logfile can be found in `log/development.log`.
If an error occurs, it should be logged there (as well as in the output to STDOUT/STDERR of the rails server process).

@ -5,7 +5,7 @@ To develop OpenProject a setup similar to that for using OpenProject in producti
This guide assumes that you have a Ubuntu 18.04 installation with administrative rights. This guide will work
analogous with all other distributions, but may require slight changes in the required packages. _Please, help us to extend this guide with information on other distributions should there be required changes._
OpenProject will be installed with a PostgreSQL database. Support for MySQL was removed from `dev` branch before release of version 10.
OpenProject will be installed with a PostgreSQL database.
**Please note**: This guide is NOT suitable for a production setup, but only for developing with it!
@ -16,31 +16,31 @@ If you find any bugs or you have any recommendations for improving this tutorial
We need an active Ruby and Node JS environment to run OpenProject. To this end, we need some packages installed on the system.o
```bash
[dev@ubuntu]# sudo apt-get update
[dev@ubuntu]# sudo apt-get install git curl build-essential zlib1g-dev libyaml-dev libssl-dev libmysqlclient-dev libpq-dev libreadline-dev libffi6
sudo apt-get update
sudo apt-get install git curl build-essential zlib1g-dev libyaml-dev libssl-dev libpq-dev libreadline-dev libffi6
```
## Install Ruby 2.6.
## Install Ruby
Use [rbenv](https://github.com/rbenv/rbenv) and [ruby-build](https://github.com/rbenv/ruby-build#readme) to install Ruby 2.6.
Use [rbenv](https://github.com/rbenv/rbenv) and [ruby-build](https://github.com/rbenv/ruby-build#readme) to install Ruby. We always require the latest ruby versions, and you can check which version is required by [checking the Gemfile](https://github.com/opf/openproject/blob/dev/Gemfile#L31) for the `ruby "~> X.Y"` statement. At the time of writing, this version is "2.6"
**Install rbenv**
**Install rbenv and ruby-build**
rbenv is a ruby version manager that lets you quickly switch between ruby versions.
ruby-build is an addon to rbenv that installs ruby versions.
```bash
# Install rbenv locally for the dev user
[dev@ubuntu]# git clone https://github.com/rbenv/rbenv.git ~/.rbenv
git clone https://github.com/rbenv/rbenv.git ~/.rbenv
# Optional: Compile bash extensions
[dev@ubuntu]# cd ~/.rbenv && src/configure && make -C src
cd ~/.rbenv && src/configure && make -C src
# Add rbenv to the shell's $PATH.
[dev@ubuntu]# echo 'export PATH="$HOME/.rbenv/bin:$PATH"' >> ~/.bashrc
echo 'export PATH="$HOME/.rbenv/bin:$PATH"' >> ~/.bashrc
# Run rbenv-init and follow the instructions to initialize rbenv on any shell
[dev@ubuntu]# ~/.rbenv/bin/rbenv init
~/.rbenv/bin/rbenv init
# Source bashrc
[dev@ubuntu]# source ~/.bashrc
source ~/.bashrc
```
**Installing ruby-build**
@ -48,7 +48,7 @@ rbenv is a ruby version manager that lets you quickly switch between ruby versio
ruby-build is an addon to rbenv that installs ruby versions
```bash
[dev@ubuntu]# git clone https://github.com/rbenv/ruby-build.git ~/.rbenv/plugins/ruby-build
git clone https://github.com/rbenv/ruby-build.git ~/.rbenv/plugins/ruby-build
```
**Installing ruby-2.6**
@ -61,35 +61,36 @@ and install that version.
```bash
# Install the required version as read from the Gemfile
[dev@ubuntu]# rbenv install 2.6.3
rbenv install 2.6.5
```
This might take a while depending on whether ruby is built from source. After it is complete, you need to tell rbenv to globally activate this version
```bash
[dev@ubuntu]# rbenv global 2.6.3
rbenv global 2.6.5
rbenv rehash
```
You also need to install [bundler](https://github.com/bundler/bundler/), the ruby gem bundler.
```bash
[dev@ubuntu]# gem install bundler
gem install bundler
```
If you get `Command 'gem' not found...` here, ensure you followed the instructions `rbenv init` command to ensure it is loaded in your shell.
## Setup PostgreSQL database
Next, install a PostgreSQL database.
(Looks counter-intuitive but for the time being we also need the `mysql-client`. It is required for migration from MySQL to PostgreSQL code.)
```bash
[dev@debian]# sudo apt-get install postgresql postgresql-client mysql-client
[dev@debian]# sudo apt-get install postgresql postgresql-client
```
Create the OpenProject database user and accompanied database.
```bash
[dev@ubuntu]# sudo su postgres
sudo su postgres
[postgres@ubuntu]# createuser -d -P openproject
```
You will be prompted for a password, for the remainder of these instructions, we assume its `openproject-dev-password`.
@ -112,32 +113,33 @@ We will install the latest LTS version of Node.js via [nodenv](https://github.co
```bash
# Install nodenv
[dev@ubuntu]# git clone https://github.com/nodenv/nodenv.git ~/.nodenv
git clone https://github.com/nodenv/nodenv.git ~/.nodenv
# Optional: Install bash extensions
[dev@ubuntu]# cd ~/.nodenv && src/configure && make -C src
cd ~/.nodenv && src/configure && make -C src
# Add nodenv to the shell's $PATH.
[dev@ubuntu]# echo 'export PATH="$HOME/.nodenv/bin:$PATH"' >> ~/.bashrc
echo 'export PATH="$HOME/.nodenv/bin:$PATH"' >> ~/.bashrc
# Run nodenv init and follow the instructions to initialize nodenv on any shell
[dev@ubuntu]# ~/.nodenv/bin/nodenv init
~/.nodenv/bin/nodenv init
# Source bashrc
[dev@ubuntu]# source ~/.bashrc
source ~/.bashrc
```
**Install node-build**
```bash
[dev@ubuntu]# git clone https://github.com/nodenv/node-build.git $(nodenv root)/plugins/node-build
git clone https://github.com/nodenv/node-build.git $(nodenv root)/plugins/node-build
```
**Install latest LTS node version**
You can find the latest LTS version here: https://nodejs.org/en/download/
Currently, this is v10.15.3 Install and activate it with:
Currently, this is v12.13.0 Install and activate it with:
```bash
[dev@ubuntu]# nodenv install 10.15.3
[dev@ubuntu]# nodenv global 10.15.3
nodenv install 12.13.0
nodenv global 12.13.0
nodenv rehash
```
## Verify your installation
@ -145,29 +147,29 @@ Currently, this is v10.15.3 Install and activate it with:
You should now have an active ruby and node installation. Verify that it works with these commands.
```bash
[dev@ubuntu]# ruby --version
ruby 2.6.3p62 (2019-04-16 revision 67580) [x86_64-linux]
ruby --version
ruby 2.6.5p114 (2019-10-01 revision 67812) [x86_64-linux]
[dev@ubuntu]# bundler --version
Bundler version 2.0.1
bundler --version
Bundler version 2.0.2
[dev@ubuntu]# npm --version
6.7.0
npm --version
6.12.0
```
# Install OpenProject
```bash
# Download the repository
[dev@ubuntu]# git clone https://github.com/opf/openproject.git
[dev@ubuntu]# cd openproject
git clone https://github.com/opf/openproject.git
cd openproject
# Install gem dependencies
# If you get errors here, you're likely missing a development dependency for your distribution
[dev@ubuntu]# bundle install
bundle install
# Install node_modules
[dev@ubuntu]# npm install
npm install
```
Note that we have checked out the `dev` branch of the OpenProject repository. Development in OpenProject happens in the `dev` branch (there is no `master` branch).
@ -206,8 +208,8 @@ test:
Now, run the following tasks to migrate and seed the dev database, and prepare the test setup for running tests locally.
```bash
[dev@ubuntu]# export RAILS_ENV=development
[dev@ubuntu]# ./bin/rake db:migrate db:seed db:test:prepare
RAILS_ENV=development bin/rails db:migrate
RAILS_ENV=development bin/rails db:seed
```
@ -217,8 +219,8 @@ You can run all required workers of OpenProject through `foreman`, which combine
however most developers end up running the tasks in separate shells for better understanding of the log output, since foreman will combine all of them.
```bash
[dev@ubuntu]# gem install foreman
[dev@ubuntu]# foreman start -f Procfile.dev
gem install foreman
foreman start -f Procfile.dev
```
The application will be available at `http://127.0.0.1:5000`. To customize bind address and port copy the `.env.sample` provided in the root of this
project as `.env` and [configure values][foreman-env] as required.
@ -242,7 +244,7 @@ To run OpenProject manually, you need to run the rails server and the webpack fr
**Rails web server**
```bash
[dev@ubuntu]# RAILS_ENV=development ./bin/rails server
RAILS_ENV=development ./bin/rails server
```
This will start the development server on port `3000` by default.
@ -252,7 +254,7 @@ This will start the development server on port `3000` by default.
To run the frontend server, please run
```bash
[dev@ubuntu]# RAILS_ENV=development npm run serve
RAILS_ENV=development npm run serve
```
This will watch for any changes within the `frontend/` and compile the application javascript bundle on demand. You will need to watch this tab for the compilation output,

@ -1,47 +0,0 @@
# Quick start for developers
Detailed installation instructions for different platforms are located on the [OpenProject website](https://www.openproject.org/download/).
You can find information on configuring OpenProject in [`config/CONFIGURATION.md`](CONFIGURATION.md).
## Fast install (Docker version)
### Prerequisites
* Git
* [Docker Engine](https://docs.docker.com/engine/installation/)
* [Docker Compose](https://docs.docker.com/compose/)
### Building and running
1. Build the image (this will take some time)
docker-compose build
2. Start and setup the database
docker-compose up -d db
cp config/database.docker.yml config/database.yml
docker-compose run web rake db:create db:migrate db:seed
3. Start the other processes
docker-compose up
Assets should be automatically recompiled anytime you make a change, and your
ruby code should also be reloaded when you change a file locally.
You can run arbitrary commands in the context of the application by using
`docker-compose run`. For instance:
docker-compose run web rake db:migrate
docker-compose run web rails c
...
## Manual development environment
Please see the following guides for detailed instructions on how to get started developing for OpenProject.
- [Development environment for Ubuntu 16.04.](./development-environment-ubuntu.md)
- [Development environment for Mac OS X](./development-environment-osx.md)

@ -6,7 +6,7 @@ Here you find support for the [OpenProject Enterprise Edition](https://www.openp
The Enterprise Edition builds on top of the free Community Edition. An upgrade is possible at any time. Please see a detailed [feature comparison](https://www.openproject.org/pricing/#features) between the different versions of OpenProject.
<div class="notice">
<div class="alert alert-info" role="alert">
**Note**: This guide only describes the administrational part of the OpenProject Enterprise Edition. The feature descriptions for the premium features are included at the respective parts in the OpenProject [user guide](./user-guide/#readme).
</div>
@ -36,4 +36,4 @@ Click on your user avatar in the upper right corner (1) and select Administratio
In order to order the Enterprise Edition click on the button shown on the page (4). You can also request a trial token to test the premium features included in the Enterprise Edition.
Once you purchased an Enterprise Edition token or received a trial token you can upload it by pasting the token in the designated area (5). Finally, click the Save button to activate the Enterprise Edition and unlock the premium features.
Once you purchased an Enterprise Edition token or received a trial token you can upload it by pasting the token in the designated area (5). Finally, click the Save button to activate the Enterprise Edition and unlock the premium features.

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@ -2,19 +2,30 @@
Welcome to the OpenProject **Getting Started guide**.
Here you will learn about the **first steps with OpenProject**. If you need more detailed explanations of all features, please visit the respective section in our [user guide](./user-guide/#readme).
Here you will l [openproject-introduction.md](openproject-introduction.md) earn about the **first steps with OpenProject**. If you need more detailed explanations of all features, please visit the respective section in our [user guide](../user-guide/).
## Overview
| Popular Topics | Description |
| ----------------------------------------------------------- | :------------------------------------------------------------- |
| [Introduction to OpenProject](openproject-introduction) | Get an introduction about project management with OpenProject. |
| [Login and registration](sign-in-registration) | Find out how you can login to OpenProject. |
| [Create a project](projects) | How to create and set up a new project? |
| [Invite team members](invite-members) | How to invite new members? |
| [Work packages](work-packages-introduction) | Learn how to manage work packages. |
| [Gantt chart](gantt-chart-introduction) | Find out how to create a project plan. |
| [Boards](boards-introduction) | How to work with Agile Boards? |
| [My account](my-account) | How to configure My Account? |
| [My page](my-page) | Find out more about a personal My page dashboard. |
| Popular Topics | Description |
| ------------------------------------------------------- | :----------------------------------------------------------- |
| [Introduction to OpenProject](openproject-introduction) | Get an introduction about project management with OpenProject. |
| [Sign in and registration](sign-in-registration) | Find out how you can register and sign in to OpenProject. |
| [Create a project](projects) | How to create and set up a new project? |
| [Invite team members](invite-members) | How to invite new members? |
| [Work packages](work-packages-introduction) | Learn how to create and edit work packages. |
| [Gantt chart](gantt-chart-introduction) | Find out how to create a project plan. |
| [Boards](boards-introduction) | How to work with Agile Boards? |
| [My account](my-account) | How to configure My Account? |
| [My page](my-page) | Find out more about a personal My page dashboard. |
## 5 steps to get started
Watch a short 3 minute introduction video to get started with OpenProject in 5 easy steps:
1. Create a project
2. Add team members
3. Create work packages
4. Create a project plan
5. Filter, group and create reports
<iframe width="560" height="315" src="https://www.youtube.com/embed/Fk4papnAzMw" frameborder="0" allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe>

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@ -5,20 +5,34 @@ robots: index, follow
keywords: invite members
---
# Introduction to agile Boards
# Introduction to agile Boards (Premium feature)
Enterprise Feature
In this document you will get a first introduction to the Boards in OpenProject, i.e. how to use a Kanban board to manage your tasks in an agile way.
| Feature | Documentation for |
| ------------------------------------------------------------ | ----------------- |
| [Project concept and initiation](Project concept and initiation) | |
| | |
| | |
| | |
| | |
To find out more about the functionalities of Boards, please visit our [user guide for Gantt charts](/user-guide/boards).
## Boards terminology
| Feature | Documentation for |
| ---------------------------------------------------------- | ------------------------------------------ |
| [What is a Board?](#what-is-a-board?) | Find out what is a Board in OpenProject. |
| [Manage your work in a Board](manage-your-work-in-a-board) | How to manage your work in an agile Board? |
xxx
## What is a Board?
## Permissions
Agile Boards in OpenProject support teams in their agile project management methodology, e.g. Scrum or Kanban.
You can create as many flexible boards as you want with both lists and cards on it. A list usually represents a workflow, e.g. status or versions of a work package. The cards are work packages, e.g. tasks, on this list.
<iframe width="560" height="315" src="https://www.youtube.com/embed/Z7iE_BNCDus" frameborder="0" allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe>
## Manage your work in a Board
To manage your work in an agile board, open the Boards module in the project menu.
1. Choose a board from the list where you want to work on. Open it by double clicking on the board's titel.
2. You can prioritize cards within a list via drag and drop.
3. You can add a card to a new list in the sae way.
4. You can edit the details of a card by **double click**ing on the card.
5. Finally the arrow brings you back to the boards view.
![edit-boards](edit-boards.gif)

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@ -11,11 +11,51 @@ In this document you will get a first introduction to the Gantt charts in OpenPr
To find out more about the functionalities for Gantt charts, please visit our [user guide for Gantt charts](./user-guide/#gantt-chart).
| Feature | Documentation for |
| ------- | ----------------- |
| | |
| | |
| | |
| | |
| | |
| Feature | Documentation for |
| ---------------------------------------------------------- | ---------------------------------------------------- |
| [What is a Gantt chart?](#what-is-a-gantt-chart?) | Find out what is a Gantt chart in OpenProject. |
| [Activate the Gantt chart](#activate-the-gantt-chart-view) | How to activate the Gantt chart view in OpenProject? |
| [Create a project plan](#create-a-project-plan) | How to create a project plan with the Gantt charts? |
| [Edit a project plan](#edit-a-project-plan) | How to edit a project plan in OpenProject? |
## What is a Gantt chart?
With Gantt charts in OpenProject you can create and manage a project plan and share the information with your team. You can schedule your tasks and visualize the required steps to complete your project. As a project manager you are directly informed about delays in your project and can act accordingly.
The dynamic Gantt chart in OpenProject displays the phases and milestones in your project as well as relationships between them. Each element in the timeline has both a start as well as a due date so you are always informed about the current status.
## Activate the Gantt chart view
To open the Gantt chart view in OpenProject, the [work packages module needs to be activated](/project-admin-guide/#activate-and-deactivate-modules) in the project settings.
Within your project menu, navigate to the work packages module. Select the **Gantt chart view** in the work package list with the button on the top right.
![Activate-Gantt-chart](Activate-Gantt-chart.png)
You can activate a Gantt chart view from any work package list (or saved query) by selecting the Gantt view from the top.
The Gantt chart then displays all work package types, e.g. phases and milestones, tasks or bugs, in a timeline view.
It shows dependencies between different work packages as well as additional information, e.g. subject, start or due dates.
## Create a project plan
To create a project plan in OpenProject, activate the work package module and select the [Gantt chart view](#activate-the-gantt-chart-view).
You can create new work packages directly in the list by clicking on the **create new work package** link at the bottom of the list. You can change the work package type or other attributes directly in the list view.
Click in the Gantt chart to add an element in the project plan.
You can change the duration or move the element in the project plan via drag and drop.
![create-projectplan](create-projectplan-1571743591204.gif)
## Edit a project plan
You can edit a project plan by clicking directly in the list and change work package attributes, e.g. Status, Priority or Assignee.
To change the start and end date or the duration of a work package, click directly in the Gantt chart and change it via drag and drop.
All changes will also be tracked in the work packages [Activity](/user-guide/#activity).
![edit-projectplan](edit-projectplan.gif)

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@ -1,5 +1,5 @@
---
title: Invite team members
title: Invite members
description: Invite new team members to a project
robots: index, follow
keywords: invite members
@ -9,7 +9,7 @@ keywords: invite members
In order to see a project and work in it, you have to be a member of a project. Therefore, you have to add team members to a project.
<div class="notice">
<div class="alert alert-info" role="alert">
**Note**: If you are not a member of a project, you do not see the project in the Project selection nor in the project list.
@ -17,20 +17,29 @@ In order to see a project and work in it, you have to be a member of a project.
| Feature | Documentation for |
| --------------------------------------------- | ----------------------------------------------- |
| [View members](#view-members) | View the list of members in your project. |
| [Add existing members](#add-existing-members) | Add existing members to a project. |
| [Invite new members](invite-new-members) | Invite new members to a project in OpenProject. |
## View members
To view the list of **all project members and their roles** in the project, select Members in the project menu.
![list of all members](image-20191112141214533.png)
## Add existing members
To add existing users to a project, [select the project](./project-admin-guide/#select-a-project) where you want to add members. In the project menu on the left, select the **Members** menu item.
In the Members list you will get an overview of which users are already a member of this project.
In the Members list you will get an overview of the current members of this project.
![projet-members](1566223836715.png)
Click the green **+ Member** button in the top right corner.
Type in the name of the team member which you want to add. You can also choose several at a time. **Assign a role** to the new member(s) and click the blue **Add** button.
Type in the name of the team member which you want to add. You can also choose several members at once. **Assign a role** to the new member(s) and click the blue **Add** button.
![add-members](1566224199456.png)
@ -40,7 +49,7 @@ You can also invite new members who have not yet an OpenProject account. [Select
Type in the email address of the new member. If OpenProject does not find an existing user, the **Invite** information will automatically be put before the email address. Assign a role to this new member and click the blue **Add** button.
An e-mail invitation will be sent out to the user with a link to [create an account](#create-a-new-account) in OpenProject.
An e-mail invitation will be sent out to the user with a link to [create an account](#create-a-new-account) for OpenProject.
![invite-new-members](1566224961670.png)

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@ -7,13 +7,184 @@ keywords: account configuration
# My Account
XXX
Change your personal settings in My Account. Here you can adapt, e.g. the language, edit notifications, or add an avatar.
| Feature | Documentation for |
| ------------------------------------------------------------ | ----------------- |
| [Project concept and initiation](Project concept and initiation) | |
| | |
| | |
| | |
| | |
| Feature | Documentation for |
| ------------------------------------------------------------ | ------------------------------------------------------------ |
| [Open My Account settings](#open-my-account-settings) | How to open your personal settings in OpenProject? |
| [Change password](#change-password) | How to change my password? |
| [Edit your user information](#edit-your-user-information) | How to change the name or email address in OpenProject? |
| [Profile settings: change your language, time zone or display of comments](#profile-settings:-change-your-language,-time-zone-or-display-of-comments) | How to change the language, time zone or display of comments in OpenProject? |
| [Two-factor authentication](#two-factor-authentication) | How to set up a two-factor authentication? |
| [Email notifications](#email-notifications) | How to change email notifications sent by OpenProject? |
| [Set an Avatar](#set-an-avatar) | How to set an Avatar in OpenProject and change the profile picture? |
| [Delete account](#delete-account) | How to delete my own account? |
## Open My Account settings
To open your personal settings in OpenProject, click on your user icon in the top right corner in the header of the application.
Choose **My account**.
![my-account](my-account.png)
## Change password
In order to reset your password, navigate to the My Account section and choose **Change passwor**d in the menu.
Enter your current password.
Enter your new password and confirm it a second time.
Press the blue **Save** button in order to confirm the password changes.
![change password](1572880507527.png)
<div class="alert alert-info" role="alert">
Note: You cannot reset your Google password in OpenProject. If you authenticate with a Google/Gmail account, please go to your Google account administration in order to change your password.
</div>
## Edit your user information
To change your email address or your name, navigate to the **Profile** page in the menu of your My account settings.
Here you can adapt the information and **save** your changes with the blue button.
## Profile settings
Within the My account settings you can change the language of OpenProject, adapt the time zone and change the order how comments are displayed in the Acitivity list for work packages.
Also, you can activate a **warning if you are leaving a work package with unsaved changes**.
Additionally, you can activate to **auto-hide success notifcations** from the system.
![my-account-settings](my-account-settings.png)
### Change your language
To change the language in OpenProject, navigate to the **My account** settings and choose the menu point **Settings**.
Here you can choose between multiple languages.
![select a language](1572882728878.png)
OpenProject is translated to more than 30 languages. If you do not see your preferred language in the My account settings, the language needs to be activated by your system administrator in the [system's settings](system-admin-guide/activate-languages).
Press the blue **Save** button will save your changes.
If you want to help us to add further languages, you can contribute to the CrowdIn translations project [here](https://crowdin.com/project/openproject).
### Change your time zone
You can choose a Time zone in which you work and how the comments and changes will be saved.
![time zone](1572882881007.png)
Press the blue **Save** button will save your changes.
### Change the order to display comments
You can select the order of the comments (for example of the comments for a work package which appear in the Activity tab). You can select the **chronological** or **reverse chronological order** to display the comments.
If you choose reverse chronological order you will have the latest comment on top in the Activity list.
![display comments](1572883259523.png)
## Two-factor authentication (Premium feature)
In order to activate the two-factor authentication for your OpenProject installation, navigate to your **My account** and choose the **Two-factor authentication** in the menu.
![Two-factor authentication](1571992032476.png)
In order to register a new device for two-factor authentication, lick the green button to add **new 2FA device**.
You can either use your mobile phone number to receive the second factor via SMS.
Or you can register to use an app-based authenticator, such as Google Authenticator or Authy.
![add new 2fa device](1572876883531.png)
### Register your mobile phone number for delivery of OpenProject one-time passwords.
To register your phone number to receive a one time password via SMS, click on the **Register device** button under the **Use your mobile phone** section.
- Choose an identifier how you want your phone to be named.
- Enter your phone number in the following format.
![two-factor authentication](1572878991958.png)
Press the blue **Continue** button to confirm your device.
### Backup codes
If you are unable to access your two-factor devices, you can use a backup code to regain access to your account. Use the grey button **Generate backup codes** to generate a new set of backup codes.
If you have created backup codes before, they will be invalidated and will no longer work.
### Use your app-based authenticator
Register an application authenticator for use with OpenProject using the time-based one-time password authentication standard. Common examples are Google Authenticator or Authy.
Click the grey **Register device** button to register an authentication app. Open your app and follow the instructions to add a new application. The easiest way is to scan the barcode. Otherwise, you can register the application manually by entering the displayed details.
Click the blue **Continue** button to finish the registration.
![register authentication app](1572879640187.png)
## Email notifications
To configure the email notifications which you will receive from the system, navigate to **My account** and choose **Email notifications** in the menu.
You can choose between several email notifications.
**Default: Send email notifications Only for things I watch or I'm involved in.**
You can choose to receive emails for any events in certain projects or for no events at all.
![Email notifications](1571835165758.png)
The following options are available for the email notifications (ranging from receiving emails on a lot of events to receiving no emails at all):
- **For any event on all my projects** – When selecting this option you receive an email for any action in the projects you are a member of (independent of whether or not you are involved in this action). This can be useful for managers who want to always stay up to date of all developments without having to log into OpenProject. This setting will typically lead to receiving a lot of emails.
- **For any event on the selected projects only** – This option lets you choose the projects for which you receive all email updates. In addition, you receive email notifications from other projects about activities you watch or are involved in (e.g. when you are the author, assignee or responsible of a work package.). This is useful for project managers who need to be informed about any change in the project(s) they manage but who want to only receive email notifications from other projects if the activities directly affect them.
- **Only for things I watch or I’m involved in** – This is the default option for new users (unless configured differently in the [administration (email notification settings)](https://www.openproject.org/help/system-settings/email-notification-settings/)). Users with this setting receive emails for activities in which they are involved (e.g. if they watch an activity, are the author, assignee or responsible). This option is usually the best option since users only get email updates about activities in which they are involved therefore reducing the number of emails they receive.
- **Only for things I am assigned to** – With this email setting you only receive email updates of activities to which you are assigned (e.g. work packages). This is useful for users who want to only be notified via email if they are actively working on a task, not if they are responsible for or watching the activity.
- **Only for things I am the owner of** – When you select this setting you only receive email updates for activities which you created (e.g. work packages, wiki pages). This makes sense if you are not actively involved in a project but want to only be notified if your activities are updated.
- **No event** – With this setting you receive no emails at all. You need to log into OpenProject to verify the status of your tasks. Unless you check the status within OpenProject very frequently or are not actively involved in any project this setting is typically too restrictive.
By default you do not receive any email notifications about your own changes. If you want to receive emails for your own changes (e.g. to make sure you that emails for changes you made have been sent), activate the checkbox **I want to be notified of changes that I make myself**.
## Set an Avatar
To change your profile picture in OpenProject you can set an Avatar in your My account settings. Navigate to **Avatar** in the menu.
OpenProject uses Gravatar as default profile image. It displays a preview of your Avatar.
Also, you can upload a **Custom Avatar** by choosing a Avatar to be uploaded from a file. Press the blue **Update** button to change your profile picture.
<div class="alert alert-info" role="alert">
Note: The optimum size to upload a new profile picture is 128 by 128 pixel. Larger files will be cropped.
</div>
![Avatar](1571844887353.png)
# Delete account
You can delete your own account in **My account**.
If you cannot see the entry **Delete account** in the **My account** side menu, make sure the option “Users allowed to delete their account” is [activated in the administration](/system-admin-guide/users-and-permissions).
To delete your account, select **Delete account** from the side menu and enter your login to confirm the deletion.
![delete account](1572881984371.png)
<div class="alert alert-info" role="alert">
Important: Deleting a user account is permanent and cannot be reversed.
</div>

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@ -7,13 +7,73 @@ keywords: my page
# My Page
XXX
The My Page is your personal dashboard with important overarching project information, such as work package reports, news, spent time, or a calendar. It can be configured to your specific needs.
| Feature | Documentation for |
| ------------------------------------------------------------ | ----------------- |
| [Project concept and initiation](Project concept and initiation) | |
| | |
| | |
| | |
| | |
| Feature | Documentation for |
| ------------------------------------------------------------ | -------------------------------------------------- |
| [My Page introduction](#my-page-introduction) | What is My Page and what can I do with it? |
| [Configure the My Page](#configure-the-my-page) | How to configure My Page? |
| [Add widgets](#add-widgets) | How to add widgets to My Page? |
| [Change position of the widgets](#change-position-of-the-widgets) | How to change the position of a widget on My Page? |
| [Change the size of a widget](#change-the-size-of-a-widget) | How to change the size of a widget? |
| [Remove a widget](#remove-widget) | How to delete a widget on My Page? |
## My Page introduction
My Page is your personal dashboard where you can display important information of your projects. This personal dashboard contains information from all your projects. **My page** can be configured according to your preferences. You can include project information, for example the latest news, work packages assigned to you or reported work packages.
You can open your **My page** by clicking on your user avatar in the upper right corner and then selecting **My page** from the dropdown menu.
![my page](1572883536495.png)
As a default, you will see two lists of all **work packages assigned to you** and **work packages created by you** from all your projects.
![my page default](1572883652812.png)
## Configure the My Page
### Add widgets
In order to **add a widget to My Page**, press the **+** icon on the top right corner of the page.
The dashboard shows the places where it is possible to add more widgets by displaying **+** icons.
Press a plus icon to add a widget to My Page at the according place.
![my-page-add-widget](my-page-add-widget.png)
Once you have chosen the place where to add the new widget on My Page, you can choose from a number of different widgets that can be included on your dashboard.
![my page new widgets](1572883929593.png)
### Change position of the widgets
You can change the position of a widget on the dashboard with drag and drop.
Click the dots next to the title and drag it to the new place.
![add-widget-my-page](add-widget-my-page2.gif)
### Change the size of a widget
If you click the dots on the lower right hand corner in a widget you can change the size of a widget by pulling the widget left and right, up and down with the mouse.
![change-size-widget](change-size-widget-1572946246580.gif)
### Configure the view of a widget (for work package tables)
You can configure the view of a work package widget to have the information included that you need.
On a work package widget, click the three dots and select **Configure view...**
You can configure the work package table (e.g. filter, group, highlight, sort) according to the [filter, sorting and grouping criteria for work packages](./user-guide/work-packages/#work-package-table-configuration).
![configure-view-widget](configure-view-widget.gif)
### Remove a widget
To delete a widget from the dashboard, click on the three dots in the upper right corner of the widget and select **Remove widget**.
![my-page-remove-widget](my-page-remove-widget.png)

@ -16,7 +16,7 @@ Welcome to OpenProject! We are glad to have you here. In this section we will co
| [About OpenProject](#about-openproject) | What is OpenProject? |
| [First steps to get started](#first-steps-to-get-started) | The first steps to get started with OpenProject. |
| [The entire Project Management Life-Cycle](#the-entire-project-management-life-cycle) | Find out more how OpenProject supports the different project phases. |
| [OpenProject products](#openproject-products) | What is the differences between the Community, Cloud and Enterprise Edition? |
| [OpenProject products](#openproject-products) | What is the difference between the Community, Cloud and Enterprise Edition? |
## About OpenProject
@ -50,7 +50,7 @@ The following sections provide links to the documentation for each project phase
| ------------------------------------------------------------ | ------------------------------------------------------------ |
| [Project concept and initiation](#project-concept-and-initiation) | Collect ideas and specify project scope and deliverables: set up a project, document initial ideas, project description, invite members. |
| [Project definition and planning](#project-definition-and-planning) | Create a project overview with detailed information, set up a project plan, create your roadmap. |
| [Project launch or execution](#project-launch-or-execution) | Manage all project activities, such as tasks, deliverables, risks, features, bugs, change requests. Use agile boards with your teams. Document meetings, share news. |
| [Project launch or execution](#project-launch-or-execution) | Manage all project activities, such as tasks, deliverables, risks, features, bugs, change requests. Use agile boards with your teams, document meetings, share news. |
| [Project performance and control](#project-performance-and-control) | Create and manage project budgets, track and evaluate time and costs. Have custom reports for accurate, current insight into project performance and allocated resources. |
| [Project close](#project-close) | Document project achievements, lessons learned, best practices and easily summarize the main results of a project. Archive projects for later reference and lessons learned. |
@ -95,7 +95,7 @@ Create and manage project budgets, track and evaluate time and costs. Have custo
| Features | Documentation for |
| ----------------------- | ------------------------------------------------------------ |
| Dashboard | Visualize your progress within a project or project overarching (coming soon) |
| Dashboard | Visualize your progress within a project or project overarching (coming soon). |
| Budgets | Create and manage budgets in your project. |
| Time tracking | Track time for any work within your project. |
| Track unit costs | Track unit costs for your project. |
@ -119,7 +119,7 @@ OpenProject can be used in three different Editions, either on-premise or as sof
![openproject versions](1569586019132.png)
* [Community Edition](https://www.openproject.org/download-and-installation/): self-installed on-premise.
* [Cloud Edition](https://www.openproject.org/hosting/): we host it, inkl. premium features and support.
* [Enterprise Edition](https://www.openproject.org/enterprise-edition/): self-hosted version, inkl. premium features and support.
* [Cloud Edition](https://www.openproject.org/hosting/): we host it, incl. premium features and support.
* [Enterprise Edition](https://www.openproject.org/enterprise-edition/): self-hosted version, incl. premium features and support.
To compare the features side by side, please visit our [Feature Comparison](https://www.openproject.org/pricing/#features) page.

@ -21,13 +21,13 @@ In order to open an existing project, click on the **Select a project** button o
You can also start typing in a project name to filter for the project's title.
![1569490281450](1569490281450.png)
![open project](1572877683380.png)
Project and subproject are displayed according to their hierarchy in the drop-down menu.
![project hierarchy](1569490194969.png)
![project hierarchy](1572877762016.png)
Also, you will see your newest projects on the application landing page in the **Projects** section. Here you can simply click on one of the newest visible projects to open it.
@ -55,7 +55,7 @@ To configure further project information, see the [advanced settings](./project-
### View all projects
To view all your projects where you are a member, click on the **View all projects** link on the Select a project drop-down menu.
To view all your projects where you are a member, click on the **View all projects** link on the Select a project drop-down menu.
![view all proejcts](1569490429831.png)

@ -9,7 +9,7 @@ keywords: Sign in OpenProject, registration OpenProject
Here you will get an overview how to sign in and register to an existing OpenProject installation.
<div class="notice">
<div class="alert alert-info" role="alert">
**Note**: If you do not have an OpenProject installation yet, please visit our site: [create an OpenProject trial installation](./cloud-edition-guide/#create-an-openproject-trial-installation).
@ -27,7 +27,7 @@ Here you will get an overview how to sign in and register to an existing OpenPro
To sign in to an OpenProject installation with an existing account, please enter the URL of your OpenProject in a modern browser, e.g. documentation.openproject.com.
Type in your user name and password in the respective fields and click the blue Sign in button. You will then be signed into your OpenProject.
Type in your user name and password in the respective fields and click the blue Sign in button. You will then be signed in to your OpenProject environment.
![Sign-in to OpenProject](1565974792215.png)
@ -47,7 +47,7 @@ If you have activated Two-factor authentication, please enter your second factor
![1566204298041](1566204298041.png)
Then, you are asked to Create your OpenProject Account.
Then, you are asked to create your OpenProject Account.
![Create-account](1566204388512.png)
@ -80,7 +80,7 @@ Make sure to remember your password in order to sign-in again at a later point.
## Reset your password
If you forgot your password, you can rest your password by clicking the blue **Forgot your password** link directly below the Sign in field.
If you forgot your password, you can reset your password by clicking the blue **Forgot your password** link directly below the Sign in field.
![Forgot-password](1566205596114.png)
@ -90,7 +90,7 @@ You are then asked to enter you email address with which you have registered to
You will then receive an email with a link to reset your password.
<div class="notice">
<div class="alert alert-info" role="alert">
**Note**: If you have [signed-in with a Google account](#sign-in-with-a-google-account), your are not able to reset your password at this point.

@ -16,11 +16,11 @@ For further documentation, please visit our [user guide for work packages](./use
| [What is a work package?](#what-is-a-work-package?) | Find out what is a work package in OpenProject. |
| [Create a new work package](#create-a-new-work-package) | How to create a new work package in a project? |
| [Open and edit a work package](#open-and-edit-a-work-package) | How to open and make changes to an existing work package? |
| [Activity of work packages](#activity-of-work-packages) | f |
| [Activity of work packages](#activity-of-work-packages) | See all changes in a work package. |
## What is a work package?
A work package in OpenProject can basically be everything which you need to keep track off within your projects. It can be e.g. a tasks, a feature, a bug, a risk, a milestone or a project phase. This different kinds of work packages are called work package types.
A work package in OpenProject can basically be everything you need to keep track off within your projects. It can be e.g. a task, a feature, a bug, a risk, a milestone or a project phase. This different kinds of work packages are called work package types.
## Create a new work package

@ -1,27 +1,17 @@
# Installation and Operation Guides
This section concerns the installation, upgrading, backup, and other operation guides for the OpenProject Community and Enterprise editions.
This section concerns the installation and operation of OpenProject (Community and Enterprise editions).
## Overview
| Main Topics | Description |
| ----------- | :---------- |
| [System requirements](system-requirements) | Learn the minimum configuration required to run OpenProject |
| [Installation](installation/) | How to install OpenProject |
| [Operation & Maintenance](operation/) | Guides on how to configure, backup, upgrade, and monitor your OpenProject installation |
| [Advanced configuration](configuration/) | Guides on how to perform advanced configuration of your OpenProject installation |
| [Other](misc/) | Guides on infrequent operations such as MySQL to PostgreSQL migration |
## Installing OpenProject
For production environments and when using a [supported distribution](system-requirements), we recommend using the [packaged installation](installation/packaged/). This will install OpenProject as a system dependency using your distribution's package manager, and provide updates in the same fashion that all other system packages do.
OpenProject provides three different means of installation on Linux and Unix distributions.
1. [The packaged installation](packaged/installation)
2. [The docker-based installation](docker/installation)
3. [The manual installation](docker/installation)
For production environments and when using a [supported distribution](system-requirements), we recommend using the [packaged installation](packaged/installation). This will install OpenProject as a system dependency using your distribution's package manager, and provide updates in the same fashion that all other system packages do.
## Upgrading, Backup and Maintenance
For upgrading, backup and migration guides, please select the installation method you have chosen for installing OpenProject on your server:
- [The packaged installation](packaged)
- [The docker-based installation](docker)
- [The manual installation](docker)
A [manual installation](installation/manual) option is also documented, but due to the large number of components involved and the rapid evolution of OpenProject, we cannot ensure that the procedure is either up-to-date or that it will correctly work on your machine. This mean if installation is NOT recommended.

@ -0,0 +1,17 @@
---
sidebar_navigation:
title: Advanced configuration
priority: 100
---
# Advanced configuration
| ----------- | :---------- |
| [List of supported environment variables](./env-variables) | TODO: The full list of environment variables you can use to override the default configuration |
| [Configuring SSL](./ssl) | How to configure SSL so that your OpenProject installation is available over HTTPS |
| [Configuring outbound emails](./outbound-emails) | How to configure outbound emails for notifications, etc. |
| [Configuring inbound emails](./inbound-emails) | TODO: How to configure inbound emails for work package updates directly from an email |
| [Configuring a custom database](./database) | How to use an external database |
| [Configuring a custom web server](./server) | TODO: How to use a custom web server (e.g. NginX) with your OpenProject installation |
| [Configuring a custom web server](./cache) | TODO: How to use a custom caching server with your OpenProject installation |
| [Adding plugins](./plugins) | TODO: How to add plugins to your OpenProject installation |

@ -0,0 +1,25 @@
---
sidebar_navigation:
title: Configuring a custom database server
priority: 6
---
# Configuring a custom database server
## Package-based installation
Simply run `sudo openproject reconfigure`, and when the database wizard is displayed, select the **Use an existing PostgreSQL database** option and fill in the required details ([cf the initial configuration section](../installation/packaged/#step-1-postgresql-database-configuration))
## Docker-based installation
You can simply pass a custom `DATABASE_URL` environment variable on the
docker command-line, which could point to an external database.
Example:
```bash
docker run -d ... -e DATABASE_URL=mysql2://user:pass@host:port/dbname openproject/community:10
```
The docker image will make sure that the database gets the migrations and demo
data as well.

@ -0,0 +1,55 @@
---
sidebar_navigation:
title: Configuring outbound emails
priority: 8
---
# Configuring outbound emails
By default, both the docker and package-based installations will setup a postfix server to allow sending emails from your server. While it is a good starting point, it is not a recommended production setup since you will most likely run into delivery issues since your server will lack the trust of a proper email provider.
In this guide we will describe how to configure outbound emails using an external SMTP server.
## Requirements
You will need to have SMTP settings ready. Those can eiher be from a company
SMTP server, a GMail account, or a public provider such as
[SendGrid](https://www.sendgrid.com/).
Taking SendGrid as an example, you would need to sign up on their website (they
offer a free plan with up to 12000 emails per month), and once your account is
provisioned, generate a new API key and copy it somewhere (it looks like
`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`). You
could also simply use your SendGrid username and password, but this is less
secure.
You can adjust those settings for other SMTP providers, such as GMail,
Mandrill, etc. Please refer to the documentation of the corresponding provider
to see what values should be used.
## Package-based installation (DEB/RPM)
If you installed OpenProject with the package-based installation, simply run `sudo openproject reconfigure`, and when the email wizard is displayed, select the **SMTP** option and fill in the required details ([cf the initial configuration section](../installation/packaged/#step-4-outgoing-email-configuration))
## Docker installation
If you installed OpenProject with Docker, here is how you would enable outbound
emails through the use of the SMTP environment variables (with SendGrid, the
`SMTP_USER_NAME` is always `apikey`. Just replace `SMTP_PASSWORD` with the API
key you've generated and you should be good to
go):
```bash
docker run -d \
-e EMAIL_DELIVERY_METHOD=smtp \
-e SMTP_ADDRESS=smtp.sendgrid.net \
-e SMTP_PORT=587 \
-e SMTP_DOMAIN=my.domain.com \
-e SMTP_AUTHENTICATION=login \
-e SMTP_ENABLE_STARTTLS_AUTO=true \
-e SMTP_USER_NAME="apikey" \
-e SMTP_PASSWORD="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" \
...
```

@ -0,0 +1,31 @@
---
sidebar_navigation:
title: Configuring SSL
priority: 9
---
# Configuring SSL
## Package-based installation (DEB/RPM)
SSL configuration can be applied on the first installation, or at any time by reconfiguring the application with:
```bash
sudo openproject reconfigure
```
You will be prompted with the same dialogs than on the [initial configuration](initial_configuration) guide. This assumes that you select the **install** option when the **server/autoinstall** dialog appears, and that you have certificate and key files available on your server at a path you know.
[initial_configuration]: ../installation/packaged/#install-apache2-web-server-default
## Docker-based installation
The current Docker image does not support SSL by default. Usually you would
already have an existing Apache or NginX server on your host, with SSL
configured, which you could use to set up a simple ProxyPass rule to direct
traffic to the container.
If you really want to enable SSL from within the container, you could try
mounting a custom apache2 directory when you launch the container with `-v
my/apache2/conf:/etc/apache2`. This would entirely replace the configuration
we're using.

@ -1,23 +0,0 @@
# Backup your OpenProject installation (Docker)
Note: this guide only applies if you've installed OpenProject with our Docker image.
If you've followed the steps described in the installation guide for Docker,
then you just need to make a backup of the exported volumes, at your
convenience. As a reminder, here is the recommended way to launch OpenProject
with Docker:
sudo mkdir -p /var/lib/openproject/{pgdata,logs,static}
docker run -d -p 8080:80 --name openproject -e SECRET_KEY_BASE=secret \
-v /var/lib/openproject/pgdata:/var/lib/postgresql/9.6/main \
-v /var/lib/openproject/logs:/var/log/supervisor \
-v /var/lib/openproject/static:/var/db/openproject \
openproject/community:8
If you're using the same local directories than the above command, then you
just need to backup your local `/var/lib/openproject` folder (for instance to
S3 or FTP).
If at any point you want to restore from a backup, just put your backup in
`/var/lib/openproject` on your local host, and re-launch the docker container.

@ -1,28 +0,0 @@
# Upgrade your OpenProject installation (Docker)
Upgrading a Docker container is easy. First, pull the latest version of the image:
docker pull openproject/community:latest
Then stop and remove your existing container:
docker stop openproject
docker rm openproject
Finally, re-launch the container in the same way you launched it previously.
This time, it will use the new image:
docker run -d ... openproject/community:latest
# Upgrade Notes
## OpenProject 9.x
### MySQL is being deprecated
OpenProject 9.0 is deprecating MySQL support. You can expect full MySQL support for the course of 9.0 releases, but we
are likely going to be dropping MySQL completely in one of the following releases.
For more information regarding motivation behind this and migration steps, please see https://www.openproject.org/deprecating-mysql-support/
In this post, you will find documentation for a mostly-automated migration script to PostgreSQL to help you get up and running with PostgreSQL.

@ -0,0 +1,14 @@
---
sidebar_navigation:
title: Installation
priority: 400
---
# Installing OpenProject
OpenProject can be setup in two different ways:
| ----------- | :---------- |
| [Installation with DEB/RPM packages](./packaged) | This is the recommended way to install OpenProject |
| [Installation with docker](./docker) | This method of installation will undergo some changes soon and is currently not recommended |

@ -0,0 +1,124 @@
---
sidebar_navigation:
title: Docker
priority: 300
---
# Install OpenProject with Docker
[Docker][docker] is a way to distribute self-contained applications easily. We
provide a Docker image for the Community Edition that you can very easily
install and upgrade on your servers. However, contrary to the manual or
package-based installation, your machine needs to have the Docker Engine
installed first, which usually requires a recent operating system. Please see
the [Docker Engine installation page][docker-install] if you don't have Docker
installed.
Also, please note that the Docker image is quite new and might not support all
the options that the package-based or manual installation provides.
[docker]: https://www.docker.com/
[docker-install]: https://docs.docker.com/install/
## Quick Start
The fastest way to get an OpenProject instance up and running is to run the
following command:
```bash
docker run -it -p 8080:80 -e SECRET_KEY_BASE=secret openproject/community:10
```
This will take a bit of time the first time you launch it, but after a few
minutes you should see a success message indicating the default administration
password (login: `admin`, password: `admin`).
You can then launch a browser and access your new OpenProject installation at
<http://localhost:8080>. Easy!
To stop the container, simply hit CTRL-C.
Note that the above command will not daemonize the container and will display
the logs to your terminal, which helps with debugging if anything goes wrong.
For normal usage you probably want to start it in the background, which can be
achieved with the `-d` flag:
```bash
docker run -d -p 8080:80 -e SECRET_KEY_BASE=secret openproject/community:10
```
## Recommended usage
The one-liner above is great to get started quickly, but if you want to run
OpenProject in production you will likely want to ensure that your data is not
lost if you restart the container.
To achieve this, we recommend that you create a directory on your host system
where the Docker Engine is installed (for instance: `/var/lib/openproject`)
where all this data will be stored.
You can use the following commands to create the local directories where the
data will be stored across container restarts, and start the container with
those directories mounted:
```bash
sudo mkdir -p /var/lib/openproject/{pgdata,static}
docker run -d -p 8080:80 --name openproject -e SECRET_KEY_BASE=secret \
-v /var/lib/openproject/pgdata:/var/openproject/pgdata \
-v /var/lib/openproject/static:/var/openproject/assets \
openproject/community:10
```
Since we named the container, you can now stop it by running:
```bash
docker stop openproject
```
And start it again:
```bash
docker start openproject
```
If you want to destroy the container, run the following commands
```bash
docker stop openproject
docker rm openproject
```
## Initial configuration
OpenProject is usually configured through a YAML file, but with the Docker
image you need to pass all configuration through environment variables. You can
overwrite any of the values usually found in the standard YAML file by using
[environment variables](list_of_env_variables).
Environment variables can be either passed directly on the command-line to the
Docker Engine, or via an environment file:
```bash
docker run -d -e KEY1=VALUE1 -e KEY2=VALUE2 ...
# or
docker run -d --env-file path/to/file ...
```
For more advanced configuration, please have a look at the [Advanced configuration](advanced_configuration) section.
[list_of_env_variables]: ../configuration/env-variables
[advanced_configuration]: ../configuration
## Launching a specific process instead of the all-in-one installation
OpenProject is made of multiple processes (web, worker, cron, etc.). By default the docker image will launch all those processes within a single container for ease of use. However some use cases might require that you only launch one process per container, in which case you should override the docker command to specify the process you want to launch.
By default the container will run `./docker/supervisord`, but you can override this with `./docker/web`, `./docker/worker`, `./docker/cron` to launch the individual services separately (e.g. in a docker-compose file). Please note that in this configuration you will have to setup the external services (postgres, memcached, email sending) by yourself.
Example:
```bash
docker run -d -e DATABASE_URL=xxx ... openproject/community:10 ./docker/web
docker run -d -e DATABASE_URL=xxx ... openproject/community:10 ./docker/worker
```

@ -0,0 +1,461 @@
---
sidebar_navigation: false
---
# Manual installation guide
**IMPORTANT: We strongly recommend to use one of the officially supported [installation methods](../installation). This guide is simply provided as a reference, and is most likely NOT up to date wit relation to the latest OpenProject releases.**
Please be aware that:
* This guide requires that you have a clean Ubuntu 18.04 **x64** installation
with administrative rights (i.e. you must be able to `sudo`). We have tested
the installation guide on an Ubuntu Server image, but it should work on any
derivative. You may need to alter some of the commands to match your
derivative.
* OpenProject will be installed with a PostgreSQL database.
* OpenProject will be served in a production environment with the Apache server
(this guide should work similarly with other servers, like nginx and others)
Note: We have highlighted commands to execute like this
```bash
[user@host] command to execute
```
The `user` is the operating system user the command is executed with.
In our case it will be `root` for most of the time or `openproject`.
If you find any bugs or you have any recommendations for improving this
tutorial, please, feel free to create a pull request against this guide.
## Create a dedicated OpenProject user
```bash
sudo groupadd openproject
sudo useradd --create-home --gid openproject openproject
sudo passwd openproject #(enter desired password)
```
## Install the required system dependencies
```bash
[root@host] apt-get update -y
[root@host] apt-get install -y zlib1g-dev build-essential \
libssl-dev libreadline-dev \
libyaml-dev libgdbm-dev \
libncurses5-dev automake \
libtool bison libffi-dev git curl \
poppler-utils unrtf tesseract-ocr catdoc \
libxml2 libxml2-dev libxslt1-dev # nokogiri
```
## Install the caching server (memcached)
```bash
[root@host] apt-get install -y memcached
```
## Install and setup the database server (PostgreSQL)
OpenProject requires PostgreSQL v9.5+. If you system package is too old, you can check https://www.postgresql.org/download/ to get a newer version installed. In our case, Ubuntu 18.04 comes with a recent-enough version so we can use the system packages:
```bash
[root@host] apt-get install postgresql postgresql-contrib libpq-dev
```
Once installed, switch to the PostgreSQL system user.
```bash
[root@host] su - postgres
```
Then, as the PostgreSQL user, create the database user for OpenProject. This will prompt you for a password. We are going to assume in the following guide that this password is 'openproject'. Of course, please choose a strong password and replace the values in the following guide with it!
```bash
[postgres@host] createuser -W openproject
```
Next, create the database owned by the new user
```bash
[postgres@host] createdb -O openproject openproject
```
Lastly, revert to the previous system user:
```bash
[postgres@host] exit
# You will be root again now.
```
## Installation of Ruby
The are several possibilities to install Ruby on your machine. We will
use [rbenv](http://rbenv.org/). Please be aware that the actual installation of a specific Ruby version takes some
time to finish.
```bash
[root@host] su openproject --login
[openproject@host] git clone https://github.com/sstephenson/rbenv.git ~/.rbenv
[openproject@host] echo 'export PATH="$HOME/.rbenv/bin:$PATH"' >> ~/.profile
[openproject@host] echo 'eval "$(rbenv init -)"' >> ~/.profile
[openproject@host] source ~/.profile
[openproject@host] git clone https://github.com/sstephenson/ruby-build.git ~/.rbenv/plugins/ruby-build
[openproject@host] rbenv install 2.6.1
[openproject@host] rbenv rehash
[openproject@host] rbenv global 2.6.1
```
To check our Ruby installation we run `ruby --version`. It should output
something very similar to:
```
ruby 2.6.1pXYZ (....) [x86_64-linux]
```
## Installation of Node
The are several possibilities to install Node on your machine. We will
use [nodenv](https://github.com/OiNutter/nodenv#installation). Please
run `su openproject --login` if you are the `root` user. If you are
already the `openproject` user you can skip this command. Please be
aware that the actual installation of a specific node version takes some
time to finish.
```bash
[openproject@host] git clone https://github.com/OiNutter/nodenv.git ~/.nodenv
[openproject@host] echo 'export PATH="$HOME/.nodenv/bin:$PATH"' >> ~/.profile
[openproject@host] echo 'eval "$(nodenv init -)"' >> ~/.profile
[openproject@host] source ~/.profile
[openproject@host] git clone git://github.com/OiNutter/node-build.git ~/.nodenv/plugins/node-build
[openproject@host] nodenv install 8.12.0
[openproject@host] nodenv rehash
[openproject@host] nodenv global 8.12.0
```
To check our Node installation we run `node --version`. It should output something very similar to:
```
v8.12.0
```
## Installation of OpenProject
We will install the OpenProject Community Edition. It contains the recommended set of plugins for use
with OpenProject. For more information, see https://github.com/opf/openproject.
```bash
[openproject@host] cd ~
[openproject@host] git clone https://github.com/opf/openproject.git --branch stable/9 --depth 1
[openproject@host] cd openproject
# Ensure rubygems is up-to-date for bundler 2
[openproject@host] gem update --system
[openproject@host] gem install bundler
# Replace mysql with postgresql if you had to install MySQL
[openproject@host] bundle install --deployment --without mysql2 sqlite development test therubyracer docker
[openproject@host] npm install
```
## Configure OpenProject
Create and configure the database configuration file in config/database.yml
(relative to the openproject directory).
```bash
[openproject@host] cp config/database.yml.example config/database.yml
```
Now we edit the `config/database.yml` file and insert our database credentials for PostgreSQL.
It should look like this (please keep in mind that you have to use the values
you used above: user, database and password):
```yaml
production:
adapter: postgresql
encoding: unicode
database: openproject
pool: 5
username: openproject
password: openproject
```
Next we configure email notifications (this example uses a gmail account) by creating the `configuration.yml` in config directory.
```bash
[openproject@host] cp config/configuration.yml.example config/configuration.yml
```
Now we edit the `configuration.yml` file to suit our needs.
```yaml
production: #main level
email_delivery_method: :smtp #settings for the production environment
smtp_address: smtp.gmail.com
smtp_port: 587
smtp_domain: smtp.gmail.com
smtp_user_name: ***@gmail.com
smtp_password: ****
smtp_enable_starttls_auto: true
smtp_authentication: plain
```
Add this line into `configuration.yml` file at the end of the file for
a better performance of OpenProject:
```yaml
rails_cache_store: :memcache
```
__NOTE:__ You should validate your `yml` files, for example with
http://www.yamllint.com/. Both, the `database.yml` and `configuration.yml`
file are sensitive to whitespace. It is pretty easy to write
invalid `yml` files without seeing the error. Validating those files
prevents you from such errors.
## Finish the installation of OpenProject
```bash
[openproject@host] cd ~/openproject
[openproject@host] RAILS_ENV="production" ./bin/rake db:create
[openproject@host] RAILS_ENV="production" ./bin/rake db:migrate
[openproject@host] RAILS_ENV="production" ./bin/rake db:seed
[openproject@host] RAILS_ENV="production" ./bin/rake assets:precompile
```
**NOTE:** When not specified differently, the default data loaded via db:seed will have an english localization. You can choose to seed in a different language by specifying the language via the `LOCALE` environment variable on the call to `db:seed`. E.g.
```bash
[openproject@all] RAILS_ENV="production" LOCALE=fr ./bin/rake db:seed
```
will seed the database in the french language.
### Secret token
You need to generate a secret key base for the production environment with `./bin/rake secret` and make that available through the environment variable `SECRET_KEY_BASE`.
In this installation guide, we will use the local `.profile` of the OpenProject user. You may alternatively set the environment variable in `/etc/environment` or pass it to the server upon start manually in `/etc/apache2/envvars`.
```bash
[openproject@host] echo "export SECRET_KEY_BASE=$(./bin/rake secret)" >> ~/.profile
[openproject@host] source ~/.profile
```
## Serve OpenProject with Apache and Passenger
First, we exit the current bash session with the openproject user,
so that we are again in a root shell.
```bash
[openproject@ubuntu] exit
```
Then, we prepare apache and passenger:
```bash
[root@host] apt-get install -y apache2 libcurl4-gnutls-dev \
apache2-dev libapr1-dev \
libaprutil1-dev
[root@ubuntu] chmod o+x "/home/openproject"
```
Now, the Passenger gem is installed and integrated into apache.
```bash
[root@ubuntu] su openproject --login
[openproject@ubuntu] cd ~/openproject
[openproject@ubuntu] gem install passenger
[openproject@ubuntu] passenger-install-apache2-module
```
If you are running on a Virtual Private Server, you need to make sure you have atleast 1024mb of RAM before running the `passenger-install-apache2-module`.
Follow the instructions passenger provides.
The passenger installer will ask you the question in "Which languages are you
interested in?". We are interested only in ruby.
The passenger installer tells us to edit the apache config files.
To do this, continue as the root user:
```bash
[openproject@host] exit
```
As told by the installer, create the file /etc/apache2/mods-available/passenger.load and add the following line.
But before copy&pasting the following lines, check if the content (especially the version numbers!) is the same as the passenger-install-apache2-module installer said. When you're in doubt, do what passenger tells you.
```apache
LoadModule passenger_module /home/openproject/.rbenv/versions/2.1.6/lib/ruby/gems/2.1.0/gems/passenger-5.0.14/buildout/apache2/mod_passenger.so
```
Then create the file /etc/apache2/mods-available/passenger.conf with the following contents (again, take care of the version numbers!):
```apache
<IfModule mod_passenger.c>
PassengerRoot /home/openproject/.rbenv/versions/2.1.6/lib/ruby/gems/2.1.0/gems/passenger-5.0.14
PassengerDefaultRuby /home/openproject/.rbenv/versions/2.1.6/bin/ruby
</IfModule>
```
Then run:
```bash
[root@openproject] a2enmod passenger
```
As the root user, create the file /etc/apache2/sites-available/openproject.conf with the following contents:
```apache
SetEnv EXECJS_RUNTIME Disabled
<VirtualHost *:80>
ServerName yourdomain.com
# !!! Be sure to point DocumentRoot to 'public'!
DocumentRoot /home/openproject/openproject/public
<Directory /home/openproject/openproject/public>
# This relaxes Apache security settings.
AllowOverride all
# MultiViews must be turned off.
Options -MultiViews
# Uncomment this if you're on Apache >= 2.4:
Require all granted
</Directory>
# Request browser to cache assets
<Location /assets/>
ExpiresActive On ExpiresDefault "access plus 1 year"
</Location>
</VirtualHost>
```
Let's enable our new openproject site (and disable the default site, if necessary)
```bash
[root@host] a2dissite 000-default
[root@host] a2ensite openproject
```
Now, we (re-)start Apache:
```bash
[root@host] service apache2 restart
```
Your OpenProject installation should be accessible on port 80 (http). A default admin-account is created for you having the following credentials:
Username: `admin`
Password: `admin`
Please, change the password on the first login. Also, we highly recommend to configure the SSL module in Apache for https communication.
## Activate background jobs
OpenProject sends (some) mails asynchronously by using background jobs. All such jobs are collected in a queue, so that a separate process can work on them. This means that we have to start the background worker. To automate this, we put the background worker into a cronjob.
```bash
[root@all] su - openproject -c "bash -l"
[openproject@all] crontab -e
```
Now, the crontab file opens in the standard editor. Add the following entry to the file:
```cron
*/1 * * * * cd /home/openproject/openproject; /home/openproject/.rvm/gems/ruby-2.1.5/wrappers/rake jobs:workoff
```
This will start the worker job every minute.
## Follow-Ups
Your OpenProject installation is ready to run. Please refer to the [Operation guides](../../operation) or the [Advanced configuration guides](../../advanced-configuration) for more details on how to operate and configure OpenProject.
## Plug-In installation (Optional)
This step is optional.
OpenProject can be extended by various plug-ins, which extend OpenProject's capabilities.
For general information and a list of all plug-ins known to us, refer to to the [plug-in page](https://community.openproject.org/projects/openproject/wiki/OpenProject_Plug-Ins).
OpenProject plug-ins are separated in ruby gems. You can install them by listing them in a file called `Gemfile.plugins`. An example `Gemfile.plugins` file looks like this:
```ruby
# Required by backlogs
gem "openproject-meeting", git: "https://github.com/finnlabs/openproject-meeting.git", :tag => "v4.2.2"
```
If you have modified the `Gemfile.plugin` file, always repeat the following steps of the OpenProject installation:
```bash
[openproject@all] cd ~/openproject
[openproject@all] bundle install
[openproject@all] npm install
[openproject@all] RAILS_ENV="production" ./bin/rake db:migrate
[openproject@all] RAILS_ENV="production" ./bin/rake db:seed
[openproject@all] RAILS_ENV="production" ./bin/rake assets:precompile
```
Restart the OpenProject server afterwards:
```bash
[openproject@all] touch ~/openproject/tmp/restart.txt
```
The next web-request to the server will take longer (as the application is restarted). All subsequent request should be as fast as always.
We encourage you to extend OpenProject yourself by writing a plug-in. Please, read the [plugin-contributions](https://community.openproject.org/projects/openproject/wiki/Developing_Plugins) guide for more information.
## Troubleshooting
You can find the error logs for apache here:
<pre>/var/log/apache2/error.log</pre>
The OpenProject logfile can be found here:
<pre>/home/openproject/openproject/log/production.log</pre>
If an error occurs, it should be logged there.
If you need to restart the server (for example after a configuration change), do
```bash
[openproject@all] touch ~/openproject/tmp/restart.txt
```
## Frequently asked questions (FAQ)
* **I followed the installation guide faithfully and OpenProject is running. Now, how do I log in?**
The `db:seed` command listed above creates a default admin-user. The username is `admin` and the default password is `admin`. You are forced to change the admin password on the first login.
If you cannot login as the admin user, make sure that you have executed the `db:seed` command.
```bash
[openproject@all] RAILS_ENV="production" ./bin/rake db:seed
```
* **When accessing OpenProject, I get an error page. How do I find out what went wrong?**
Things can go wrong on different levels. You can find the apache error logs here:
<pre>/var/log/apache2/error.log</pre>
The OpenProject log can be found here:
<pre>/home/openproject/openproject/log/production.log</pre>
* **I cannot solve an error, not even with the log files. How do I get help?**
You can find help in [the OpenProject forums](https://community.openproject.org/projects/openproject/boards). Please tell us, if possible, what you have done (e.g. which guide you have used to install OpenProject), how to reproduce the error, and provide the appropriate error logs.
It often helps to have a look at the already answered questions, or to search the Internet for the error. Most likely someone else has already solved the same problem.
* **I get errors, since I have installed an OpenProject plug-in**
With each new OpenProject core version, the plug-ins might need to be updated. Please make sure that the plug-in versions of all you plug-ins works with the OpenProject version you use.
Many plug-ins follow the OpenProject version with their version number (So, if you have installed OpenProject version 4.1.0, the plug-in should also have the version 4.1.0).
## Questions, comments, and feedback
If you have any further questions, comments, feedback, or an idea to enhance this guide, please tell us at the appropriate community [forum](https://community.openproject.org/projects/openproject/boards/9).
[Follow OpenProject on twitter](https://twitter.com/openproject), and follow the news on [openproject.org](http://openproject.org) to stay up to date.

@ -0,0 +1,339 @@
---
sidebar_navigation:
title: Packages
priority: 400
---
# Install OpenProject with DEB/RPM packages
The packaged installation of OpenProject is the recommended way to install and maintain OpenProject using DEB or RPM packages.
The package will:
- guide you through all the required steps
- install all the required libraries and dependencies
- install a local PostgreSQL database or allow you to connect to an existing PostgreSQL database
- allow you to install and configure an outer Apache web server (recommended)
- setup SSL/TLS encryption for the Apache server (optional)
- configure repositories (Git/SVN) (optional)
- configure email settings
The package is available for the following Linux distributions:
| Distribution (**64 bits only**) |
| ------------------------------- |
| CentOS/RHEL 7.x |
| Debian 9 Stretch |
| Debian 10 Stretch |
| Suse Linux Enterprise Server 12 |
| Ubuntu 16.04 Xenial Xerus |
| Ubuntu 18.04 Bionic Beaver |
Please ensure that you are running on a 64bit system before proceeding with the installation. You can check by running the `uname -i` command on the target server and verifying that it outputs `x86_64`:
```bash
$ uname -i
x86_64
```
Also, please note that the packaged installation works best when running on a dedicated server or virtual machine, as we cannot ensure that the components installed and configured by the OpenProject installer will work on systems that have been already customized.
## Ubuntu 18.04
Import the PGP key used to sign our packages:
```bash
wget -qO- https://dl.packager.io/srv/opf/openproject/key | sudo apt-key add -
```
Add the OpenProject package source:
```bash
sudo wget -O /etc/apt/sources.list.d/openproject.list \
https://dl.packager.io/srv/opf/openproject/stable/10/installer/ubuntu/18.04.repo
```
Download the OpenProject package:
```bash
sudo apt-get update
sudo apt-get install openproject
```
Then finish the installation by reading the [*Initial configuration*][initial-config] section.
## Ubuntu 16.04
Import the PGP key used to sign our packages:
```bash
wget -qO- https://dl.packager.io/srv/opf/openproject/key | sudo apt-key add -
```
Add the OpenProject package source:
```bash
sudo wget -O /etc/apt/sources.list.d/openproject.list \
https://dl.packager.io/srv/opf/openproject/stable/10/installer/ubuntu/16.04.repo
```
Download the OpenProject package:
```bash
sudo apt-get update
sudo apt-get install openproject
```
Then finish the installation by reading the [*Initial configuration*][initial-config] section.
## Debian 10
Import the PGP key used to sign our packages:
```bash
wget -qO- https://dl.packager.io/srv/opf/openproject/key | sudo apt-key add -
```
Add the OpenProject package source:
```bash
sudo wget -O /etc/apt/sources.list.d/openproject.list \
https://dl.packager.io/srv/opf/openproject/stable/10/installer/debian/10.repo
```
Download the OpenProject package:
```bash
sudo apt-get update
sudo apt-get install openproject
```
Then finish the installation by reading the [*Initial configuration*][initial-config] section.
## Debian 9
Import the PGP key used to sign our packages:
```bash
wget -qO- https://dl.packager.io/srv/opf/openproject/key | sudo apt-key add -
```
Add the OpenProject package source:
```bash
sudo wget -O /etc/apt/sources.list.d/openproject.list \
https://dl.packager.io/srv/opf/openproject/stable/10/installer/debian/9.repo
```
Download the OpenProject package:
```bash
sudo apt-get update
sudo apt-get install openproject
```
Then finish the installation by reading the [*Initial configuration*][initial-config] section.
## CentOS 7 / RHEL 7
Add the OpenProject package source:
```bash
sudo wget -O /etc/yum.repos.d/openproject.repo \
https://dl.packager.io/srv/opf/openproject/stable/10/installer/el/7.repo
```
Download the OpenProject package:
```bash
sudo yum install openproject
```
Then finish the installation by reading the [*Initial configuration*][initial-config] section.
## SLES 12
Add the OpenProject package source:
```bash
wget -O /etc/zypp/repos.d/openproject.repo \
https://dl.packager.io/srv/opf/openproject/stable/10/installer/sles/12.repo
```
Download the OpenProject package:
```bash
sudo zypper install openproject
```
Then finish the installation by reading the [*Initial configuration*][initial-config] section.
[initial-config]: #initial-configuration
# Initial Configuration
After you have successfully installed the OpenProject package, you can now perform the initial configuration of OpenProject, using the wizard that ships with the OpenProject package.
## Prerequisites
- If you wish to connect to an existing database server instead of setting up a local database server, please make sure to have your database hostname, port, username and password ready. The database username used to connect to the existing database must have the CREATE DATABASE privilege.
- If you want to enable HTTPS, then you will need to provide the path (on the server) to your certificate file, private key file, and CA bundle file.
## Step 0: start the wizard
To start the configuration wizard, please run the following command with `sudo`, or as root:
```bash
sudo openproject configure
```
**Notes:**
* In case you mistype or need to correct a configuratin option, you can always safely cancel the configuration wizard by pressing `CTRL+C` and restart it by running `sudo openproject reconfigure`.
* Every time you will run the OpenProject wizard, your choices will be persisted in a configuration file at `/etc/openproject/installer.dat` and subsequent executions of `sudo openproject configure` will re-use these values, only showing you wizard steps for options you have not yet selected an option for.
* In case you want to run through all wizard options again, you can do so by executing `sudo openproject reconfigure`. This will show all wizard steps, but again keep values you entered before showing in the input fields. You can skip dialogs you do not want to change simply by confirming them with `ENTER`.
## Step 1: PostgreSQL database configuration
The first dialog in the wizard allows you to choose an option for the PostgreSQL database connection:
![01-postgres](https://github.com/opf/openproject/blob/dev/docs/installation/packaged/screenshots/01-postgres.png?raw=true)
The dialog allows you to choose from three options:
### Install a new PostgreSQL server and database locally (default)
Choose this option if you want OpenProject to set up and configure a local database server manually. This is the best choice if you are unfamiliar with adminstering databases, or do not have a separate PostgreSQL database server installed that you want to connect to.
### Use an existing PostgreSQL database
Choose this option if you have a PostgreSQL database server installed either on the same host as the OpenProject package is being installed on, or on another server you can connect to from this machine.
The wizard will show you multiple additional steps in this case to enter the hostname, username & password as well as the database name for the PostgreSQL database.
### Skip (not recommended)
The wizard will not try to connect to any database. You will have to specify a database manually thorugh the `DATABASE_URL` environment variable. If you choose skip and did not set a `DATABASE_URL`, the configuration process will fail.
You can set this `DATABASE_URL` parameter yourself to a PostgreSQL database URL.
```bash
sudo openproject config:set DATABASE_URL="postgresql://[user[:password]@][host][:port][/dbname][?param1=value1&...]
```
## Step 2: Apache2 web server
OpenProject comes with an internal ruby application server, but this server only listens on a local interface. To receive connections from the outside world, it needs a web server that will act as a proxy to forward incoming connections to the OpenProject application server.
This wizard step allows you to auto-install an Apache2 web server to function as that proxy.
![02a-apache](https://github.com/opf/openproject/blob/dev/docs/installation/packaged/screenshots/02a-apache.png?raw=true)
The available options are:
### **Install Apache2 web server** (default)
We recommend that you let OpenProject install and configure the outer web server, in which case we will install an Apache2 web server with a VirtualHost listening to the domain name you specify, optionally providing SSL/TLS termination.
In case you select to auto-install Apache2, multiple dialogs will request the parameters for setting it up:
**Domain name**
Enter the fully qualified domain where your OpenProject installation will be reached at. This will become the `ServerName` of your apache VirtualHost and is also used to generate full links from OpenProject, such as in emails.
![02b-hostname](https://github.com/opf/openproject/blob/dev/docs/installation/packaged/screenshots/02b-hostname.png?raw=true)
**Server path prefix**
If you wish to install OpenProject under a server path prefix, such as `yourdomain.example.com/openproject`, please specify that prefix here with a leading slash. For example: `/openproject`. If OpenProject should respond to `http(s)://yourdomain.example.com` as specified in the previous dialog, simply leave this dialog empty and confirm by pressing `ENTER`.
![02c-prefix](https://github.com/opf/openproject/blob/dev/docs/installation/packaged/screenshots/02c-prefix.png?raw=true)
**SSL/TLS configuration**
OpenProject can configure Apache to support HTTPS (SSL/TLS). If you have SSL certificates and want to use SSL/TLS (recommended), select **Yes**.
In that case, you will be shown three additional dialogs to enter the certificate details:
1. The absolute SSL certificate path
2. The absolute SSL private key path
3. The path to the Certificate Authority bundle for the certificate (optional, leave empty unless needed)
![02d-ssl](https://github.com/opf/openproject/blob/dev/docs/installation/packaged/screenshots/02d-ssl.png?raw=true)
### **Skip** (not recommended)
The installer will not set up an external web server for accessing. You will need to either install and set up a web server such as Apache2 or Nginx to function as the web server forwarding to our internal server listeing at `localhost:6000` by proxying.
Only choose this option if you have a local Apache2 installed that the OpenProject package may not control, or need to use a different web server such as Nginx. Please note that not all functionality (especially regarding Repositories) are supported on Nginx.
When installing with an existing Apache2, you can use our [installation wizard templates](https://github.com/pkgr/addon-apache2/tree/master/conf) for guidance on how to set up the integration. [For a minimal nginx config, please see this gist](https://gist.github.com/seLain/375d16ccd4542e3727e97a7478187d3a) as as starting point.
## Step 3: SVN/Git integration server
If you have selected to auto-install an Apache2 web server, you will be asked whether you want to install Git and Subversion repository support. In case you do not need it or when in doubt, choose **Skip** for both options.
For more information, [see our help on repositories](https://www.openproject.org/help/repository/)
![03-repos](https://github.com/opf/openproject/blob/dev/docs/installation/packaged/screenshots/03-repos.png?raw=true)
## Step 4: Outgoing email configuration
OpenProject requires a setup for sending outgoing emails for notifications, such as updates on work packages, password resets, or other notifications you and your users receive.
![04-mail](https://github.com/opf/openproject/blob/dev/docs/installation/packaged/screenshots/04-mail.png?raw=true)
The wizard supports the following options:
### **Sendmail** (default)
Uses a local sendmail installation or sets up a local-only postfix MTA in case you do not have sendmail.
Easiest setup as it does not require an SMTP configuration, but your Mails may not be delivered consistently depending on your mail accounts or firewall setup.
### **SMTP** (recommended for production systems)
Allows you to connect to a SMTP host through authentication types `NONE`, `PLAIN,` `LOGIN`, or `CRAM-MD5`. Use this if you have a dedicated mail account to use for delivering OpenProject mail, or when sendmail does not work due to your local firewall / mail relay setup.
### **Skip** (not recommended)
Does not set up mail configuration. You can configure the mail setup in OpenProject by visiting `openproject.example.com/settings?tab=notifications` in your installation. For more information, [visit our help page on this topic](https://www.openproject.org/help/system-settings/email-notification-settings/).
## Step 5: Administrator email
The wizard will ask you for an administrative email address so that it can create the administrator account with that email for the initial login. Enter your email address to have it tied to the admin account.
![05-admin](https://github.com/opf/openproject/blob/dev/docs/installation/packaged/screenshots/05-admin.png?raw=true)
## Step 6: Memcached server
OpenProject heavily relies on caching, which is why the wizard suggests you to install a local memcached server the OpenProject instances can connect to. You should always set this to `install` unless you have a reason to configure another caching mechanism - for example when configuring multiple shared instances of OpenProject.
![06-cache](https://github.com/opf/openproject/blob/dev/docs/installation/packaged/screenshots/06-cache.png?raw=true)
## Result
With this last step confirmed, the OpenProject wizard will complete, and apply all the configuration options that you have just selected. This might take a few minutes depending on your machine and internet connection, as OpenProject might need to install additional packages (such as the web server, database) depending on your selections.
In case this process crashes or exits with an obvious error, please keep the output and send your configuration from`/etc/openproject/installer.dat` (removing any passwords from it) to us at support@openproject.com , or [reach out to the community forums](https://community.openproject.com/projects/openproject/forums).
When this process completes, it will have started the internal application and web servers, the background jobs to process work-intensive jobs, and set up the connection to the database.
You should be able to reach the OpenProject instance by visiting your installation at `http://<openproject.example.com>/<server prefix>`.
You can then log in using the default user/password combination:
* username = `admin`
* password = `admin`
You will be asked to change this password immediately after the first login.

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# Backup Guide
We advice to backup your OpenProject installation regularly — especially before upgrading to a newer version.
## Backup the Database
###OpenProject Version 3.0.15 and newer
Execute the following command in a shell in the directory where OpenProject is installed:
```bash
RAILS_ENV=production bundle exec rake backup:database:create
```
The command will create dump of your database which can be found at `OPENPROJECT_DIRECTORY/backup/openproject-production-db-<DATE>.sql` (for MySQL) or `OPENPROJECT_DIRECTORY/backup/openproject-production-db-<DATE>.backup` (for PostgreSQL).
Optionally, you can specify the path of the backup file. Therefore you have to replace the `/path/to/file.backup` with the path of your choice
```bash
RAILS_ENV=production bundle exec rake backup:database:create[/path/to/backup/file.backup]
```
*Note:* You can restore any database backup with the following command. Be aware that you have to replace the `/path/to/backup/file.backup` path with your actual backup path.
```bash
RAILS_ENV=production bundle exec rake backup:database:restore[/path/to/backup/file.backup]
```
If your database dump is from an old version of OpenProject, also run the following command after the restore:
```bash
RAILS_ENV=production bundle exec rake db:migrate
```
to migrate your data to the database structure of your installed OpenProject version.
### OpenProject prior Version 3.0.15
Determine which Database you are using. You can find the relevant information in the `OPENPROJECT_DIRECTORY/config/database.yml` file. It looks similar to this:
```yaml
production:
adapter: postgresql
database: openproject-production
host: localhost
username: my_postgres_user
password: my_secret_password
encoding: utf8
min_messages: warning
```
Locate the database entry for your production database. If your adapter is postgresql, then you have a PostgreSQL database. If it is mysql2, you use a MySQL database. Now follow the steps for your database adapter.
#### PostgreSQL
You can backup your PostgreSQL database with the `pg_dump` command and restore backups with the `pg_restore` command. (There might be other (and more convenient) tools, like pgAdmin, depending on your specific setup.)
An example backup command with `pg_dump` looks like this:
```bash
pg_dump --clean --format=custom --no-owner --file=/path/to/your/backup/file.backup --username=POSTGRESQL_USER --host=HOST DATABASE_NAME
```
Please, replace the path to your backup file, the username, host, and database name with your actual data. You can find all relevant information in the database.yml file.
Consult the man page of `pg_dump` for more advanced parameters, if necessary.
The database dump can be restored similarly with `pg_restore`:
```bash
pg_restore --clean --no-owner --single-transaction
--dbname=DATABASE_NAME --host=HOST --username=POSTGRESQL_USER
/path/to/your/backup/file.backup
```
Consult the man page of `pg_restore` for more advanced parameters, if necessary.
#### MySQL
You can backup your MySQL database for example with the mysqldump command and restore backups with the mysql command line client. (There might be other (and more convenient) tools, like phpMyAdmin, adminer, or other tools, depending on your specific setup.)
An example backup command with `mysqldump` looks like this:
```bash
mysqldump --single-transaction --add-drop-table --add-locks --result-file=/path/to/your/backup/file.sql --host=HOST --user=MYSQL_USER --password DATABASE_NAME
```
Please, replace the path to your backup file, the MySQL username, host and database name with your actual data. You can find all relevant information in the `database.yml` file.
Consult the man page of `mysqldump` for more advanced parameters, if necessary.
The database dump can be restored similarly with `mysql` (on a \*nix compatible shell):
```bash
mysql --host=HOST --user=MYSQL_USER --password DATABASE_NAME < /path/to/your/backup/file.sql
```
Consult the man page of mysql for more advanced parameters, if necessary.
## Backup your Configuration Files
Please make sure to create a backup copy of at least the following configuration files (all listed as a relative path from the OpenProject installation directory):
`Gemfile.local` (if present)
`Gemfile.plugins` (if present)
`config/database.yml` (if present)
`config/configuration.yml` (if present)
`config/settings.yml` (if present)
Some OpenProject options can be given as environment variables. If you have configured environment variables for OpenProject, consider to backup them too.
## Backup Files Uploaded by Users (attachments)
Files uploaded by users (e.g. when adding an attachment to a WorkPackage) are stored on the hard disk. The directory where those files are stored can be configured in the `config/configuration.yml` via the `attachments_storage_path` setting (or an
appropriate environment variable).
If you have not changed the `attachment_storage_path` setting, all files will be uploaded to the files directory (relative to your OpenProject installation).
Make sure to backup this directory.
## Backup Repositories
You can manage Repositories with OpenProject — so one or more of your projects may have a repository. Please make sure to backup these too. The path to a project’s repository can be found in the repository settings of the respective project (it can be individually defined for every project). Each of the defined locations has to be backed up.

@ -1,188 +0,0 @@
# Migrating your manual-installation OpenProject database to PostgreSQL
This guide will migrate your MySQL installation on a manual installation to a PostgreSQL installation using [pgloader](https://github.com/dimitri/pgloader).
## Backing up
Before beginning the migration, please ensure you have created a backup of your current installation. Please follow our [backup and restore documentation](https://www.openproject.org/operations/backup/backup-guide-manual-installation/) for Docker-based installations.
## Set up a PostgreSQL database
Please first set up a PostgreSQL database. These are generic apt-based installation steps, please adapt them appropriately for your distribution.
OpenProject requires at least PostgreSQL 9.5 installed. Please check <https://www.postgresql.org/download/> if your distributed package is too old.
```bash
[root@host] apt-get install postgresql postgresql-contrib libpq-dev
```
Once installed, switch to the PostgreSQL system user.
```bash
[root@host] su - postgres
```
Then, as the PostgreSQL user, create the system user for OpenProject. This will prompt you for a password. We are going to assume in the following guide that password were 'openproject'. Of course, please choose a strong password and replace the values in the following guide with it!
```bash
[postgres@host] createuser -W openproject
```
Next, create the database owned by the new user
```bash
[postgres@host] createdb -O openproject openproject
```
Lastly, exit the system user
```bash
[postgres@host] exit
# You will be root again now.
```
## The MYSQL_DATABASE_URL
Note down or copy the current MySQL `DATABASE_URL`. The following command exports it to the curent shell as `MYSQL_DATABASE_URL`:
```bash
# Will look something something of the kind
# mysql2://user:password@localhost:3306/dbname
# Pass into the container but replace mysql2 with mysql!
export MYSQL_DATABASE_URL="mysql://user:password@localhost:3306/dbname"
```
**Please note:** Ensure that the URL starts with `mysql://` , not with ` mysql2://` !
## The PostgreSQL DATABASE_URL
Pass in `DATABASE_URL` pointing to your new PostgreSQL database. Fill the template below with the password you entered above.
```bash
export POSTGRES_DATABASE_URL="postgresql://openproject:<PASSWORD>@localhost/openproject"
```
## Running the migration via Docker
OpenProject provides a simple conversion script that you can run as a single command via Docker.
To run the migration script within the container, simply run the following command, replacing the content of the environment variables with your actual values.
### Adapting the hostname
**Note:** Depending on your docker installation and networking, you may need to replace the hostname `localhost` in the database URLs
with `host.docker.internal` to access the docker host. On Mac for example, localhost will refer to the docker client.
```bash
docker run -it \
-e MYSQL_DATABASE_URL=$MYSQL_DATABASE_URL \
-e DATABASE_URL=$POSTGRES_DATABASE_URL \
openproject/community:latest
```
This will perform all necessary steps to perform the migration. Afterwards, simply remove the `MYSQL_DATABASE_URL`environment variable again and start your container as usual.
## Running the migration without Docker
### Installation of pgloader
#### Apt Systems
For systems with APT package managers (Debian, Ubuntu), you should already have `pgloader` available and can install as root with with:
```
[root@host] apt-get install pgloader
```
[For other installations, please see the project page itself for steps on installing with Docker or from source](https://github.com/dimitri/pgloader#install).
After installation, check that pgloader is in your path and accessible:
```
[root@host] pgloader --version
# Should output something of the kind
pgloader version "3.5.2"
compiled with SBCL 1.4.5.debian
```
### Performing the migration
You are now ready to use `pgloader`. You simply point it the old and new database URL while specifying the option
`--with "preserve index names"` which ensures that index names are kept identical.
```bash
pgloader --verbose --with "preserve index names" $MYSQL_DATABASE_URL $POSTGRES_DATABASE_URL
```
This might take a while depending on current installation size.
### Index attachments for fulltext search
One of the benefits of using PostgreSQL over MySql is the support for fulltext search on attachments. The fulltext search feature relies on the existence of two additional columns for attachments that need to be added now ff the migration to PostgreSql is done for an OpenProject >= **8.0**. If the OpenProject version is below **8.0** the next two commands can be skipped.
In order to add the necessary columns to the database, run
```bash
openproject run rails db:migrate:redo VERSION=20180122135443
```
After the columns have been added, the index has to be created for already uploaded attachments
```bash
openproject run rails attachments:extract_fulltext_where_missing
```
If a large set of attachments already exists, executing the command might take a while.
### Indexes on relations table
You will also need to rebuild the index on the relations table. Simply run the following command
to re-run the migration.
```bash
openproject run rails db:migrate:redo VERSION=20180105130053
```
## Optional: Uninstall MySQL
If you installed MySQL only for the installation of OpenProject, evaluate whether you want to remove MySQL server.
You can check the output of `dpkg - l | grep mysql` to check for packages removable. Only keep `libmysqlclient-dev` for Ruby dependencies on the mysql adapter.
The following is an exemplary removal of an installed version MySQL 5.7.
```
[root@host] apt-get remove mysql-server
```

@ -1,334 +0,0 @@
# OpenProject 8.x to OpenProject 9.x Debian/Ubuntu Upgrade Guide (Manual installation)
OpenProject 9.x is being released at https://github.com/opf/openproject under the branch `stable/9`.
Follow the following steps to perform the upgrade:
First, perform a backup for your current environment
```bash
[openproject@debian]# cd /home/openproject/openproject
[openproject@debian]# RAILS_ENV="production" bundle exec rake backup:database:create
# Backup will be created under backup/
```
Depending on from what version you're upgrading, you may need to add the correct remote
Then, check out the stable version of OpenProject 9.x.
```bash
[openproject@debian]# cd /home/openproject/openproject
[openproject@debian]# git remote -v | grep openproject-ce
```
If this returns anything, update the remote to the correct URL.
```bash
[openproject@debian]# git remote set-url origin https://github.com/opf/openproject.git
```
Then, refresh that origin and checkout the stable/9 branch.
```bash
[openproject@debian]# git fetch && git checkout stable/9
```
After upgrading the installation files, you need to migrate the installation to OpenProject 9.0 with the following steps:
```bash
[openproject@debian]# cd /home/openproject/openproject
[openproject@debian]# rm -rf frontend/node_modules && npm install
[openproject@debian]# RAILS_ENV="production" bundle exec rake db:migrate
[openproject@debian]# RAILS_ENV="production" bundle exec rake db:seed
[openproject@debian]# RAILS_ENV="production" bundle exec rake assets:precompile
[openproject@debian]# touch tmp/restart.txt
```
After performing these steps, the server should be running OpenProject 9.0.x.
## Upgrade notes
These following points are some known issues around the update to 9.0.
It does not contain the entire list of changes.
To see all changes, [please browse the release notes](https://www.openproject.org/release-notes/openproject-9-0-0/).
### MySQL is being deprecated
OpenProject 9.0. is deprecating MySQL support. You can expect full MySQL support for the course of 9.0 releases, but we
are likely going to be dropping MySQL completely in one of the following releases.
For more information regarding motivation behind this and migration steps, please see https://www.openproject.org/deprecating-mysql-support/
In this post, you will find documentation for a mostly-automated migration script to PostgreSQL to help you get up and running with PostgreSQL.
# OpenProject 7.x to OpenProject 8.x Debian/Ubuntu Upgrade Guide (Manual installation)
OpenProject 8.x is being released at https://github.com/opf/openproject-ce using the branch `stable/8`.
Follow the following steps to perform the upgrade:
These following points are some known issues around the update to 8.0. It does not contain the entire list of changes. To see all changes, [please browse the release notes](https://www.openproject.org/release-notes/openproject-8-0/).
### Migration from Textile to Markdown
OpenProject 8.0. has removed Textile, all previous content is migrated to GFM Markdown using [pandoc](https://pandoc.org). This will happen automatically during the migration run. A recent pandoc version will be downloaded by OpenProject.
For more information, please visit this separate guide: https://github.com/opf/openproject/tree/dev/docs/user/textile-to-markdown-migration
### Frontend changes, Angular is now in production
OpenProject 8.0. uses Angular for the majority of the frontend application. The `npm install` step should automatically take care of the installation, however in some cases there were leftover `node_modules` entries that resulted in an incomplete frontend application. To ensure the correct versions are installed, we thus recommend you remove `frontend/node_modules` entirely before running `npm install` again.
### SQL mode changes for MySQL 8.0.
MySQL 8.0. removes the deprecated SQL mode `no_auto_create_user` that we enforced up until 7.4. You will need to remove this mode from your `config/database.yml` should you have used it. For more information, see https://community.openproject.com/wp/28524
# OpenProject 6.x to OpenProject 7.x Debian/Ubuntu Upgrade Guide (Manual installation)
Please look at the steps in the section about the upgrade to OpenProject 6.0. OpenProject 7.x is being released under the branch `stable/7`. The other steps are identical.
### Frontend changes, bower is no longer required
With OpenProject 7.0., we no longer depend on `bower` for some on the frontend assets. Please ensure you remove `<OpenProject root>/frontend/bower_components` and `<OpenProject root>/frontend/bower.json`.
### When running with MySQL: Required changes in sql_mode
If you're upgrading to OpenProject 7.x with a MySQL installation, you will need to update your database.yml to reflect some necessary changes to MySQL `sql_mode` made as part of the migration to Rails 5. Please see the `config/database.yml.example` file for more information.
# OpenProject 5.0.x to OpenProject 6.0 Debian/Ubuntu Upgrade Guide
Upgrading your OpenProject 5.0.x installation to 6.0 is very easy. Please upgrade your OpenProject installation first to the latest stable 6.0 path.
If you checked out the OpenProject installation through Git, you can use the `stable/6` branch which points to the latest stable release.
```bash
[openproject@debian]# cd /home/openproject/openproject
[openproject@debian]# git fetch && git checkout stable/6
```
After upgrading the installation files, you need to migrate the installation to OpenProject 6.0 with the following steps:
```bash
[openproject@debian]# cd /home/openproject/openproject
[openproject@debian]# npm install
[openproject@debian]# RAILS_ENV="production" bundle exec rake db:migrate
[openproject@debian]# RAILS_ENV="production" bundle exec rake db:seed
[openproject@debian]# RAILS_ENV="production" bundle exec rake assets:precompile
[openproject@debian]# touch tmp/restart.txt
```
After performing these steps, the server should be running OpenProject 6.0.x.
# OpenProject 4.2 to OpenProject 5.0 Debian/Ubuntu Upgrade Guide
One of the main new features of OpenProject 5.0 is that it provides management of repositories directly within the user interface (with so-called *managed* repositories).
Starting with OpenProject 5.0, you can explicitly select the SCM vendor you want to associate to your project, and let OpenProject generate the repository on the filesystem on the fly.
If you haven't configured serving repositories through Apache before, you'll find the [repository integration guide](./repository-integration.md) to guide you through the necessary steps to configure this integration.
For the other steps necessary to upgrade to OpenProject 5.0 please look
at the sections below and exchange `v4.1.0` with `v5.0.0`.
## Changed Rails Path
OpenProject 5.0 employs Rails 4.2.x, which contains a number of changes regarding paths. Foremost, files previously located in the `scripts` directory now reside in `bin` (e.g., `delayed_job`).
### Secret Token
With an update to Rails 4.1+, you now must generate a secret key base for the production environment with `./bin/rake secret` and make that available through the environment variable `SECRET_KEY_BASE`.
You will likely set the environment variable in `/etc/environment` or use your server's environment mechanism (i.e., `SetEnv` in Apache).
## Upgrading to Managed Repositories
You can create repositories explicitly on the filesystem using managed repositories.
Enable managed repositories for each SCM vendor individually using the templates
defined in configuration.yml. For more information, please refer to the [repository integration guide](./repository-integration.md).
This functionality was previously provided as a cron job `reposman.rb`.
This script has been integrated into OpenProject.
Please remove any existing cronjobs that still use this script.
### Convert Repositories Created by Reposman
If you want to convert existing repositories previously created (by reposman.rb or manually)
into managed repositories, use the following command:
$ ./bin/rake scm:migrate:managed[URL prefix (, URL prefix, ...)]
the URL prefix denotes a common prefix of repositories whose status should be upgraded to `:managed`.
Example:
If you have executed reposman.rb with the following parameters:
$ reposman.rb [...] --svn-dir "/opt/svn" --url "file:///opt/svn"
Then you can pass the task a URL prefix `file:///opt/svn` and the rake task will migrate all repositories
matching this prefix to `:managed`.
You may pass more than one URL prefix to the task.
### Listing Potential Conflicting Identifiers
As managed repositories on the filesystem are uniquely associated using the project identifier, any existing directories in the managed repositories root *may* cause a conflict in the future when trying to create a repository with the same name.
To help you identify these conflicts, you can run the following rake task, which will list entries in the managed repositories path with no associated project:
$ ./bin/rake scm:find_unassociated
# OpenProject 4.1 to OpenProject 4.2 Debian/Ubuntu Upgrade Guide
Please look at the steps in the section about the upgrade to OpenProject 4.1. Just exchange `v4.1.0` to `v4.2.0` when checking out the git repository.
# OpenProject 4.0 to OpenProject 4.1 Debian/Ubuntu Upgrade Guide
This guide describes the upgrade process from OpenProject 4.0 to 4.1 on Debian 7.7 and Ubuntu 14.04 LTS step by step.
Note: We strongly recommend to update your OpenProject installation to the latest available 4.0 version (currently 4.0.9), before attempting an update to 4.1.
## Preparation
* Backup your current Openproject installation. Typically you should backup the attachment
folder of your installation, the subversion repositories (if applicable) and your database.
For more information please have a look at our [backup guide](backup-guide.md)
* Before Upgrading, check that all the installed OpenProject plugins support the new
OpenProject version. Remove incompatible plugins before attempting an upgrade. Stop
the OpenProject Server. You may even add a maintenance page, if you feel comfortable
with that.
* If you run the worker process with a cronjob, disable the cronjob temporarily.
* Stop the (delayed\_job) worker process. In case you run the worker process through
`RAILS_ENV=production bundle exec script/delayed_job start`, execute the following:
`RAILS_ENV=production bundle exec script/delayed_job stop`.
## Update your system
```bash
[root@debian]# apt-get update
[root@debian]# apt-get upgrade
```
## Get the new OpenProject Source Code
Change into the directory where OpenProject is installed and switch to the operating-system-user the OpenProject operates as. We assume that OpenProject is installed in `/home/openproject/openproject` by the `openproject` user.
```bash
[root@debian]# su - openproject -c "bash -l"
[openproject@debian]# cd ~/openproject/openproject
```
Remove manual changes and modifications (If you have modified OpenProject source files and want to preserve those changes, back up your changes, and re-apply them later):
```bash
[openproject@debian]# git reset --hard
[openproject@debian]# git fetch
[openproject@debian]# git checkout v4.1.0
```
## Upgrade Ruby
OpenProject 4.1 requires Ruby to be installed in version 2.1.x. Assuming you have installed Ruby via RVM, do the following to upgrade your Ruby installation:
```bash
[openproject@debian]# rvm get stable
[openproject@debian]# export -f rvm_debug
[openproject@debian]# rvm install 2.1.5
[openproject@debian]# rvm use --default 2.1.5
[openproject@debian]# gem install bundler
[openproject@debian]# bundle install
```
### Update application server configuration
This sections only applies to you, if you serve OpenProject via Apache and Passenger. If you serve OpenProject in a different way, be sure to check that it still works.
During the upgrade of the Ruby version, we have potentially installed a new Ruby and Passenger version. The versions of Ruby and Passenger appear in the Apache configuration like this:
```apache
LoadModule passenger_module /home/openproject/.rvm/gems/ruby-2.1.4/gems/passenger-4.0.53/buildout/apache2/mod_passenger.so
<IfModule mod_passenger.c>
PassengerRoot /home/openproject/.rvm/gems/ruby-2.1.4/gems/passenger-4.0.53
PassengerDefaultRuby /home/openproject/.rvm/gems/ruby-2.1.4/wrappers/ruby
</IfModule>
```
Please run the following commands to upgrade passenger and re-install the Apache module:
```bash
[openproject@debian]# gem update passenger
[openproject@debian]# gem cleanup passenger
[openproject@debian]# passenger-install-apache2-module
```
The output of passenger-install-apache2-module2 tells you how to configure Apache. It is basically the same as what is already installed, except for the updated version numbers.
Don’t forget to restart apache after the configuration change:
```bash
[root@debian]# service apache2 reload
```
## Node.js installation
Node.js is necessary to precompile the assets (JavaScript and CSS). We will install the latest 0.12.x version of Node.js via nodeenv:
```bash
[openproject@debian]# exit
[root@debian]# apt-get install python python-pip
[root@debian]# pip install nodeenv
[root@debian]# su - openproject -c "bash -l"
[openproject@debian]# cd /home/openproject
[openproject@debian]# nodeenv nodeenv
[openproject@debian]# source ./nodeenv/bin/activate
```
As a reference, the following Node.js and NPM versions have been installed on our system:
```bash
[openproject@debian]# node --version
v0.12.2
[openproject@debian]# npm --version
1.4.28
```
## The Upgrade
Now that the sources and dependencies are in place, you can migrate the Database and do the upgrade.
Before actually migrating the database, please remove all temporary files from the previous installation (caches, sessions) by running the following command.
```bash
[openproject@debian]# cd /home/openproject/openproject
[openproject@debian]# RAILS_ENV="production" bundle exec rake tmp:clear
```
If you do not clear the temporary files, you may encounter an error of the form `NoMethodError: undefined method `map' for #<String ..>` in the `config/initializers/30-patches.rb` files.
The actual upgrade commands are as follows:
```bash
[openproject@debian]# cd /home/openproject/openproject
[openproject@debian]# npm install
[openproject@debian]# RAILS_ENV="production" bundle exec rake db:migrate
[openproject@debian]# RAILS_ENV="production" bundle exec rake db:seed
[openproject@debian]# RAILS_ENV="production" bundle exec rake assets:precompile
[openproject@debian]# touch tmp/restart.txt
```
To make sure that all work package attachments are indexed, so that their content can be used in work package filters
run:
```bash
[openproject@debian]# RAILS_ENV="production" rake attachments:extract_fulltext_where_missing
```
*Side note:* If you are using `RAILS_ENV="development"` the task `bundle exec rake assets:webpack` needs to be run. This step is not necessary for `production` because it is part of the `asset:precompile` tasks.
**NOTE** `db:seed` can also be invoked with a 'LOCALE' environment variable defined, specifying the language in which to seed. Note however, that specifying different locales for calls to `db:seed` might lead to a mixture of languages in your data. It is therefore advisable to use the same language for all calls to `db:seed`.
## The Aftermath
* Re-enable the `delayed_job` cron job that was disabled in the first step.
* If you have put up a maintenance page, remove it.
* Start the OpenProject server again
* Watch for further OpenProject updates in our news, or on twitter.
## Questions, Comments, and Feedback
If you have any further questions, comments, feedback, or an idea to enhance this guide, please tell us at the appropriate forum.
Also, please take a look at the Frequently [Asked Questions](https://www.openproject.org/help/faq/).

@ -0,0 +1,12 @@
---
sidebar_navigation:
title: Other
priority: 0
---
# Guides for infrequent operations
| ----------- |
| [Migrating packaged-based installation from MySQL to PostgreSQL](./packaged-postgresql-migration) |
| [Migrating docker-based installation from MySQL to PostgreSQL](./docker-postgresql-migration) |
| [Migrating your OpenProject installation to another server](./migration) |

@ -1,5 +1,7 @@
# Migrating your Docker OpenProject database to PostgreSQL
TODO: review
This guide will migrate your docker-based MySQL installation to a PostgreSQL installation using [pgloader](https://github.com/dimitri/pgloader).
## Backing up

@ -1,5 +1,7 @@
# Migrating your packaged OpenProject installation to another environment
TODO: review
**Note:** this guide only applies if you've installed OpenProject using our DEB/RPM packages.
Migrating your OpenProject packaged installation to another host or environment is trivial and may be combined with, e.g., minor or major package upgrades due to our migration system.

@ -1,5 +1,7 @@
# Migrating your packaged OpenProject database to PostgreSQL
TODO: review
**Note:** this guide only applies if you've installed OpenProject using our DEB/RPM packages.
This guide will migrate your packaged MySQL installation to a PostgreSQL installation using [pgloader](https://github.com/dimitri/pgloader).

@ -0,0 +1,21 @@
---
sidebar_navigation:
title: Operation
priority: 200
---
# Operating OpenProject
| ----------- | :---------- |
| [(Re)Configuring](./reconfiguring) | How to (re)configure your OpenProject installation |
| [Backing up](./backing-up) | How to backup your OpenProject data |
| [Restoring](./restoring) | How to restore from a backup |
| [Upgrading](./upgrading) | How to upgrade your OpenProject installation |
| [Monitoring & Logs](./monitoring) | How to monitor your OpenProject installation (logs, health checks) |
| [Process control](./control) | How to start/stop/restart, execute processes in your OpenProject installation |
| [FAQ](./faq) | Frequently asked questions |
<!--
| [Troubleshooting](./troubleshooting) | How to troubleshoot your OpenProject installation |
| [Scaling up/down](./scaling) | How to scale your OpenProject installation |
-->

@ -0,0 +1,74 @@
---
sidebar_navigation:
title: Backing up
priority: 9
---
# Backing up your OpenProject installation
We advise to backup your OpenProject installation regularly — especially before upgrading to a newer version.
## What should be backed up
In general the following parts of your OpenProject installation should be backed up:
- Data stored in the database
- Configuration files
- Uploaded files (attachments)
- Repositories (subversion, git) if applicable
## Package-based installation (DEB/RPM)
The DEB/RPM packages provide a backup tool which can be used to take a snapshot
of the current OpenProject installation. This tool will create a backup of
all parts mentioned above. The backup tool is invoked by executing the following
command:
```bash
sudo openproject run backup
```
The command will create backup files in the following location on your system:
```bash
/var/db/openproject/backup
```
The content of that directory should look very similar to the following (depending on your database engine, you will see either a `mysql-dump-<date>.sql.gz` or a `postgresql-dump-<date>.pgdump` file).
```bash
root@ip-10-0-0-228:/home/admin# ls -al /var/db/openproject/backup/
total 1680
drwxr-xr-x 2 openproject openproject 4096 Nov 19 21:00 .
drwxr-xr-x 6 openproject openproject 4096 Nov 19 21:00 ..
-rw-r----- 1 openproject openproject 1361994 Nov 19 21:00 attachments-20191119210038.tar.gz
-rw-r----- 1 openproject openproject 1060 Nov 19 21:00 conf-20191119210038.tar.gz
-rw-r----- 1 openproject openproject 126 Nov 19 21:00 git-repositories-20191119210038.tar.gz
-rw-r----- 1 openproject openproject 332170 Nov 19 21:00 postgresql-dump-20191119210038.pgdump
-rw-r----- 1 openproject openproject 112 Nov 19 21:00 svn-repositories-20191119210038.tar.gz
```
You should then copy those dump files to a secure location, for instance an S3 bucket or some sort of backup server.
## Docker-based installation
TODO: review
If you've followed the steps described in the [installation guide for Docker](../installation/docker),
then you just need to make a backup of the exported volumes, at your
convenience. As a reminder, here is the recommended way to launch OpenProject
with Docker:
```bash
sudo mkdir -p /var/lib/openproject/{pgdata,logs,static}
docker run -d -p 8080:80 --name openproject -e SECRET_KEY_BASE=secret \
-v /var/lib/openproject/pgdata:/var/lib/postgresql/9.6/main \
-v /var/lib/openproject/logs:/var/log/supervisor \
-v /var/lib/openproject/static:/var/db/openproject \
openproject/community:10
```
If you're using the same local directories than the above command, then you
just need to backup your local `/var/lib/openproject` folder (for instance to
S3 or FTP).

@ -0,0 +1,65 @@
---
sidebar_navigation:
title: Process control
priority: 5
---
# Process control for your OpenProject installation
Note: this guide is specific to the package-based installation.
## Restart all the OpenProject processes
```bash
sudo openproject restart
```
## Run commands like rake tasks or rails console
The OpenProject command line tool supports running rake tasks and known scripts. For instance:
Get the current version of OpenProject
```bash
sudo openproject run bundle exec rake version
```
Launch an interactive console to directly interact with the underlying Ruby on Rails application:
```bash
sudo openproject run console
```
Manually launch the database migrations:
```bash
sudo openproject run rake db:migrate
```
Check the version of Ruby used by OpenProject:
```bash
sudo openproject run ruby -v
```
## Scaling the number of web workers
TODO: review
Note: Depending on your free RAM on your system, we recommend you raise the default number of web processes. The default from 9.0.3 onwards is 4 web processes. Each worker will take roughly 300-400MB RAM.
We recommend at least 4 web processes. Please check your current web processes count with:
```bash
sudo openproject config:get OPENPROJECT_WEB_WORKERS
```
If it returns nothing, the default process count of `4` applies. To increase or decrease the process count, call
```bash
sudo openproject config:set OPENPROJECT_WEB_WORKERS=number
```
Where `number` is a positive number between 1 and `round(AVAILABLE_RAM * 1.5)`.
After changing these values, call `sudo openproject configure` to apply it to the web server.

@ -0,0 +1,128 @@
---
sidebar_navigation:
title: FAQ
priority: 4
---
# Frequently asked questions - FAQ
TODO: review
## How can I install an OpenProject plugin?
Our [official installation page][install-page] has instructions on how to customize your OpenProject installation.
Please note that customization is not yet supported for Docker-based installations.
[install-page]: https://www.openproject.org/download-and-installation/
## How to migrate from Bitnami to the official OpenProject installation packages?
Please follow the following steps:
1. Make a dump of your bitnami database to export your data. You can refer to the [Bitnami documentation][bitnami-mysql].
1. Make a dump of files your might have uploaded. You can refer to the [Bitnami documentation][bitnami-backup] to perform a full dump.
1. Copy both dumps to the server you want to install OpenProject on.
1. Install OpenProject using the packaged installation.
1. By default, this will allow you to install a PostgreSQL database, which we recommend. You can migrate your data from MySQL using https://pgloader.io
1. Import the dump into your new database. You can get your configuration by running `sudo openproject config:get DATABASE_URL`
1. Extract the bitnami backup, and copy your file assets into the relevant directory (e.g. in `/var/db/openproject/files` for uploaded files)
1. Restart OpenProject
[bitnami-mysql]: https://docs.bitnami.com/installer/components/mysql/
[bitnami-backup]: https://docs.bitnami.com/installer/apps/openproject/
## Can I use NginX instead of Apache webserver?
Yes, but you will lose the ability to enable Git/SVN repository integration. Note that the OpenProject installer does not support NginX, so you will have to ask to disable the Apache2 integration when running the installer, and then configure NginX yourself so that it forwards traffic to the OpenProject web process (listening by default on 127.0.0.1:6000). If using SSL/TLS, please ensure you set the header value `X-Forwarded-Proto https` so OpenProject can correctly produce responses. [For more information, please visit our forums](https://community.openproject.com/projects/openproject/boards).
## Can I use MySQL instead of PostgreSQL?
OpenProject has traditionally supported both MySQL and PostgreSQL, but in order to optimize for performance and SQL functionality, it is unfeasible to support both DBMS that are becoming more and more disjunct when trying to use more modern SQL features. This shift has started some years ago when full-text search was added for PostgreSQL, but at the time MySQL did not yet support it - and as of yet many distributions still do not support MySQL 8 natively.
This led us to the path of removing support in the upcoming stable releases of OpenProject in order to focus on these goals. [Please see our blog post on the matter for additional notes](https://www.openproject.org/deprecating-mysql-support/).
## How can I migrate my existing MySQL database to PostgreSQL ?
Older installations of OpenProject are likely installed with a MySQL installation because the installer shipped with an option to auto-install it. With [pgloader](https://pgloader.io), it is trivially easy to convert a dump between MySQL and PostgreSQL installation. [We have prepared a guide](https://www.openproject.org/operations/upgrading/migrating-packaged-openproject-database-postgresql/) on how to migrate to a PostgreSQL database if you previously used MySQL.
## My favorite linux distribution is not listed. What can I do?
You can either try the manual installation, or ask in the forum whether this could be added to the list of supported distributions. We try to support recent major distributions, but due to maintenance and operations cost cannot freely add to that list.
## What is the better option to run OpenProject in production environments: docker or linux packages?
We recommend the Linux packages [if you have a compatible distribution](https://www.openproject.org/system-requirements/) and a separate machine for OpenProject, since it will allow for the easiest and most flexible setup. Use a docker-based image either for quickly spinning up an environment or if you have knowledge in setting up and maintaing docker-based installations.
Please note we currently do not yet provide a docker-compose based image, [please see this ticket for a timeline](https://community.openproject.com/wp/30551) and help us contribute one!
## Do you provide different release channels?
Yes! We release OpenProject in separate release channels that you can try out. For production environments, **always** use the `stable/MAJOR` (e.g., stable/9) package source that will receive stable and release updates. Every major upgrade will result in a source switch (from `stable/7` to `stable/8` for example).
A closer look at the available branches:
* [stable/9](https://packager.io/gh/opf/openproject/refs/stable/9): Latest stable releases, starting with 9.0.0 until the last minor and patch releases of 9.X.Y are released, this will receive updates.
* [release/9.0](https://packager.io/gh/opf/openproject/refs/release/9.0): Regular (usually daily) release builds for the current next patch release (or for the first release in this version, such as 9.0.0). This will contain early bugfixes before they are being release into stable. **Do not use in production**. But, for upgrading to the next major version, this can be regarded as a _release candidate channel_ that you can use to test your upgrade on a copy of your production environment.
* [dev](https://packager.io/gh/opf/openproject/refs/dev): Daily builds of the current development build of OpenProject. While we try to keep this operable, this may result in broken code and/or migrations from time to time. Use when you're interested what the next release of OpenProject will look like. **Do not use in production!**
For more information, please visit our dedicated [page regarding release candidates and channels](https://www.openproject.org/download-and-installation/release-candidate/).
## How to upgrade my OpenProject installation?
Please refer to the documentation at https://www.openproject.org/operations/upgrading/
## What skills should I have for the installation?
If you use the packaged installation, you should have a basic knowledge of Linux and the command-line terminal.
If you use the docker images, you need to be familiar with Docker and Docker volumes.
## Why don't you support Windows?
Ruby support on Windows is notoriously difficult, however you might be able to run the Docker image, or use the unofficial Windows stack provided by [Bitnami](https://bitnami.com/stack/openproject/installer). We would welcome feedback and reported experiences on running OpenProject on Windows, please reach out to us if you can contribute some information.
## How to backup and restore my OpenProject installation?
Please refer to the [backup documentation](backup) for the packaged installation.
## How can I install a free SSL certificate using let's encrypt?
You can get an SSL certificate for free via Let's Encrypt.
Here is how you do it using [certbot](https://github.com/certbot/certbot):
curl https://dl.eff.org/certbot-auto > /usr/local/bin/certbot-auto
chmod a+x /usr/local/bin/certbot-auto
certbot-auto certonly --webroot --webroot-path /opt/openproject/public -d openprojecct.mydomain.com
This requires your OpenProject server to be available from the Internet on port 443 or 80.
If this works the certificate (`cert.pem`) and private key (`privkey.pem`) will be created under `/etc/letsencrypt/live/openproject.mydomain.com/`. Configure these for OpenProject to use by running `openproject reconfigure` and choosing yes when the wizard asks for SSL.
Now this Let's Encryt certificate is only valid for 90 days. To renew it automatically all you have to do is to add the following entry to your crontab (run `crontab -e`):
0 1 * * * certbot-auto renew --quiet --post-hook "service apache2 restart"
This will execute `certbot renew` every day at 1am. The command checks if the certificate is expired and renews it if that is the case. The web server is restarted in a post hook in order for it to pick up the new certificate.

@ -0,0 +1,23 @@
---
sidebar_navigation:
title: Monitoring & Logs
priority: 6
---
# Monitoring your OpenProject installation
## Show logs
In a package-based installation, the `openproject` command line tool can be
used to see the log information. The most typically use case is to show/follow
all current log entries. This can be accomplished using the the `–tail` flag.
See example below:
```bash
sudo openproject logs --tail
```
Note:
* On distributions that are based on systemd, all the logs are sent to journald, so you can also display them via `journalctl`.
* On older distributions that use either sysvinit or upstart, all the logs are stored in `/var/log/openproject/`.

@ -0,0 +1,33 @@
---
sidebar_navigation:
title: (Re)configuring
priority: 10
---
# (Re)configuring OpenProject
## Packaged installation
For packaged installations, you can restart the configuration process by issuing the following command on the server where OpenProject runs:
```bash
sudo openproject reconfigure
```
This will restart the installation wizard, and allow you to modify any of the choices that you previously selected. If a configuration option doesn't need to be modified, just hit `ENTER` to proceed to the next screen.
The wizard configuration is stored in `/etc/openproject/installer.dat`.
The wizard will automatically set environment variables to be used by OpenProject. Those variables can be manipulated with the CLI tool that ships with OpenProject:
* `sudo openproject config` will display the list of environment variables set.
* `sudo openproject config:get KEY` allows you to get the value of single environment variable.
* `sudo openproject config:set KEY VALUE` allows you to set a new value for a single environment variable.
## Docker installation
For docker-based installations, you should update the environment file passed to the `--env-file` docker option, and issue the following command:
```bash
docker restart openproject
```

@ -0,0 +1,112 @@
---
sidebar_navigation:
title: Restoring
priority: 8
---
# Restoring an OpenProject backup
## Package-based installation (DEB/RPM)
Assuming you have a backup of all the OpenProject files at hand (see the [Backing up](./backing-up) guide), here is how you would restore your OpenProject installation from that backup.
As a reference, we will assume you have the following dumps on your server, located in `/var/db/openproject/backup`:
```bash
root@ip-10-0-0-228:/home/admin# ls -al /var/db/openproject/backup/
total 1680
drwxr-xr-x 2 openproject openproject 4096 Nov 19 21:00 .
drwxr-xr-x 6 openproject openproject 4096 Nov 19 21:00 ..
-rw-r----- 1 openproject openproject 1361994 Nov 19 21:00 attachments-20191119210038.tar.gz
-rw-r----- 1 openproject openproject 1060 Nov 19 21:00 conf-20191119210038.tar.gz
-rw-r----- 1 openproject openproject 126 Nov 19 21:00 git-repositories-20191119210038.tar.gz
-rw-r----- 1 openproject openproject 332170 Nov 19 21:00 postgresql-dump-20191119210038.pgdump
-rw-r----- 1 openproject openproject 112 Nov 19 21:00 svn-repositories-20191119210038.tar.gz
```
### Stop the processes
First, it is a good idea to stop the OpenProject instance:
```bash
sudo service openproject stop
```
### Restoring assets
Go into the backup directory:
```bash
cd /var/db/openproject/backup
```
Untar the attachments to their destination:
```bash
tar xzf attachments-20191119210038.tar.gz -C /var/db/openproject/files
```
Untar the configuration files to their destination:
```bash
tar xzf conf-20191119210038.tar.gz -C /etc/openproject/conf.d/
```
Untar the repositories to their destination:
```bash
tar xzf git-repositories-20191119210038.tar.gz -C /var/db/openproject/git
tar xzf svn-repositories-20191119210038.tar.gz -C /var/db/openproject/svn
```
### Restoring the database
Note: in this section, the `<dbusername>`, `<dbhost>` and `<dbname>` variables that appear below have to be replaced with
the values that are contained in the `DATABASE_URL` setting of your
installation. This setting can be seen by running:
First, get the necessary details about your database:
```bash
openproject config:get DATABASE_URL
#=> e.g.: postgres://<dbusername>:<dbpassword>@<dbhost>:<dbport>/<dbname>
```
Then, to restore the PostgreSQL dump please use the `pg_restore` command utility:
```bash
pg_restore -h <dbhost> -p <dbport> -U <dbusername> -d <dbname> postgresql-dump-20191119210038.pgdump
```
Example:
```bash
$ openproject config:get DATABASE_URL
postgres://openproject:L0BuQvlagjmxdOl6785kqwsKnfCEx1dv@127.0.0.1:45432/openproject
$ pg_restore -h 127.0.0.1 -p 45432 -U openproject -d openproject postgresql-dump-20191119210038.pgdump
```
### Restart the OpenProject processes
Finally, restart all your processes as follows:
```bash
sudo service openproject restart
```
## Docker-based installation
Assuming you have a backup as per the procedure described in the [Backing up](./backing-up) guide, if at any point you want to restore from a backup, just put your backup back in `/var/lib/openproject` on your local host, and re-launch the docker container with the recommended options.
For instance, assuming your backup was stored on S3:
```bash
aws s3 cp --recursive s3://my-backup-bucket/openproject-backups/ /var/lib/openproject/
docker run -d -p 8080:80 --name openproject -e SECRET_KEY_BASE=secret \
-v /var/lib/openproject/pgdata:/var/lib/postgresql/9.6/main \
-v /var/lib/openproject/logs:/var/log/supervisor \
-v /var/lib/openproject/static:/var/db/openproject \
openproject/community:10
```

@ -1,59 +1,82 @@
---
sidebar_navigation:
title: Upgrading
priority: 7
---
# Upgrading your OpenProject installation
Note: this guide only applies if you've installed OpenProject using our DEB/RPM
packages.
In the rest of this guide, we assume that you have taken the necessary steps to [backup](./backing-up) your OpenProject installation before upgrading.
## Package-based installation (DEB/RPM)
Upgrading OpenProject is as easy as installing a newer OpenProject package and
running the `openproject configure` command.
## Backup
<div class="alert alert-info" role="alert">
Please note that the package-based installation uses different release channels for each MAJOR version of OpenProject. This means that if you want to switch from (e.g.) 9.x to 10.x, you will need to perform the steps described in the [installation section](../installation/packaged) to update your package sources to point to the newer release channel. The rest of this section is only applicable if you want to upgrade a (e.g.) 10.x version to a 10.y vesion.
</div>
We try to ensure your upgrade path is as smooth as possible. This means that the below update + configure step should be the only change needed to get up to date with our packaged installation.
### Debian / Ubuntu
In the event of an error during the migrations, you will still want to have a recent backup you can restore to before reaching out to us. This is especially important for MySQL installations, since it does not support transactional migrations with changes to the table schema and you will have to rollback these changes manually. For PostgreSQL, if the Rails migrations fail, all previous changes will be rolled back for you to try again, or to install the older packages.
```bash
sudo apt-get update
sudo apt-get install --only-upgrade openproject
sudo openproject configure
```
To perform a backup, run the following command
### CentOS / RHEL
```bash
sudo openproject run backup
sudo yum update
sudo yum install openproject
sudo openproject configure
```
This will store the current database dump, attachments and config to `/var/db/openproject/backup`. For more information on the backup and restore mechanisms, [check our detailed backup guide](https://www.openproject.org/operations/backup/backup-guide-packaged-installation/).
### SuSE
## Debian / Ubuntu
```bash
sudo zypper update openproject
sudo openproject configure
```
sudo apt-get update
sudo apt-get install --only-upgrade openproject
sudo openproject configure
## CentOS / RHEL
<div class="alert alert-info" role="alert">
sudo yum update
sudo yum install openproject
sudo openproject configure
Using `openproject configure`, the wizard will display new steps that weren't available yet or had not been configured in previous installations.
## SuSE
If you want to perform changes to your configuration or are unsure what steps are available, you can safely run `openproject reconfigure` to walk through the entire configuration process again.
sudo zypper update openproject
sudo openproject configure
Note that this still takes previous values into consideration. Values that should not change from your previous configurations can be skipped by pressing `<Return>`. This also applies for steps with passwords, which are shown as empty even though they may have a value. Skipping those steps equals to re-use the existing value.
</div>
## Re-configuring the application
## Docker-based installation
Using `openproject configure`, the wizard will display new steps that weren't available yet or had not been configured in previous installations.
If you want to perform changes to your configuration or are unsure what steps are available, you can safely run `openproject reconfigure` to walk through the entire configuration process again.
Upgrading a Docker container is easy. First, pull the latest version of the image:
Note that this still takes previous values into consideration. Values that should not change from your previous configurations can be skipped by pressing `<Return>`. This also applies for steps with passwords, which are shown as empty even though they may have a value. Skipping those steps equals to re-use the existing value.
```bash
docker pull openproject/community:VERSION
# e.g. docker pull openproject/community:10
```
Then stop and remove your existing container (we assume that you are running with the recommended production setup here):
# Upgrading between major releases (DEB/RPM packages)
```bash
docker stop openproject
docker rm openproject
```
Finally, re-launch the container in the same way you launched it previously.
This time, it will use the new image:
Since OpenProject 9.0.0 is a major upgrade, you will need to perform some basic manual steps to upgrade your package.
```
docker run -d ... openproject/community:VERSION
```
First, please check that the package repository is correct.
Compare your local package repository with the one printed on your matching distribution on [our Download and Installation page](https://www.openproject.org/download-and-installation/)
# Upgrade notes
## Upgrade notes for OpenProject 9.0
**TODO: review**
These following points are some known issues around the update to 9.0.

@ -1,99 +0,0 @@
# Backup your OpenProject installation
**Note:** this guide only applies if you've installed OpenProject using our DEB/RPM packages.
We advise to backup your OpenProject installation regularly — especially before upgrading to a newer version.
## What should be backed up
In general the following parts of your OpenProject installation should be backed up:
- Data stored in the database
- Configuration files
- Uploaded files (attachments)
- Repositories (typically subversion) if applicable
## How to backup
The DEB/RPM packages provide a backup tool which can be used to take a snaphsot
of the current OpenProject installation. This tool will create a backup of
all parts mentioned above. The backup tool is used by executing the following
command:
```
sudo openproject run backup
```
The command will create backup files in the following location on your system
```
/var/db/openproject/backup
```
The content of that directory should look very similar to the following (depending on your used database, you will see either a `mysql-dump-<date>.sql.gz` or a `postgresql-dump-<pgdump>` file).
```bash
root@test-packager-backup:/opt/openproject# ls -l /var/db/openproject/backup/
total 24
-rw-r----- 1 openproject openproject 117 Apr 8 09:55 attachments-20150408095521.tar.gz
-rw-r----- 1 openproject openproject 667 Apr 8 09:55 conf-20150408095521.tar.gz
-rw-r----- 1 openproject openproject 8298 Apr 8 09:55 mysql-dump-20150408095521.sql.gz
-rw-r----- 1 openproject openproject 116 Apr 8 09:55 svn-repositories-20150408095521.tar.gz
```
## How to restore
The backup created with the tool consists of four parts
which are all compressed using `gzip`. Except the database dump these parts
can be restored by decompressing the `*.tar.gz` files and copy the content to the
proper location. The command to untar and unzip the `*.tar.gz` files looks like
this (using sample file names from above):
```bash
tar vxfz attachments-20150408095521.tar.gz
```
### Database
The `<dbuser>`, `<dbhost>` and `<dbname>` variables have to be replaced with
the values that are container in the `DATABASE_URL` setting of your
installation. This setting can be seen by running:
```
openproject config:get DATABASE_URL
#=> e.g.: mysql2://dbusername:dbpassword@dbhost:dbport/dbname
```
#### PostgreSQL
To restore the PostgreSQL dump please use the `pg_restore` command utilities.
```bash
pg_restore -h <dbhost> -u <dbuser> -W <dbname>
```
First the dump has to be extracted (unzipped) and then restored. The command
used should look very similar to this:
#### MySQL
To restore the MySQL dump it is recommended to use the `mysql` command line client.
First the dump has to be extracted (unzipped) and then restored. The command
used should look very similar to this:
```bash
zcat mysql-dump-20150408095521.sql.gz | mysql -u <dbuser> -h <dbhost> -p <dbname>
```

@ -1,170 +0,0 @@
# Upgrade your pre-5.0 OpenProject installation (DEB/RPM Packages)
Starting with OpenProject 4.1 stable releases will have their own branch on github. According to this the OpenProject release 6.0 is tracked via the stable/6 branch. We provide a stable branch `stable/<VERSION>` to contain all minor upgrades to OpenProject <VERSION>.x.
For OpenProject 4.2, two packages existed: The OpenProject Core and Community Edition.
Starting with OpenProject 5.0, both editions have been integrated into the single OpenProject package, which now contains a standard set of the most-used plugins previously contained in the Community Edition.
This guide contains two guides:
* The upgrade guide for OpenProject Core 4.2. to OpenProject 6.0
* The migration guide to OpenProject 6.0 from OpenProject Community Edition 4.2.
Please jump directly to the part of this guide depending on your OpenProject version (Core Edition or Community Edition) and operating system.
## Upgrading from OpenProject Core Edition 4.2
### Preliminary step: Remove the sources.list that defines the OpenProject Core Edition 4.2
To avoid trying to update the deprecated 4.2 package, remove the following entry:
sudo rm -i /etc/apt/sources.list.d/openproject.list
### Debian 7.6 Wheezy 64bits server
echo "deb https://deb.packager.io/gh/opf/openproject wheezy stable/6" | sudo tee /etc/apt/sources.list.d/openproject.list
sudo apt-get update
sudo apt-get install openproject
sudo openproject configure
### Ubuntu 14.04 Trusty 64bits server
echo "deb https://deb.packager.io/gh/opf/openproject trusty stable/6" | sudo tee /etc/apt/sources.list.d/openproject.list
sudo apt-get update
sudo apt-get install openproject
sudo openproject configure
### Fedora 20 64bits server
echo "[openproject]
name=Repository for opf/openproject application.
baseurl=https://rpm.packager.io/gh/opf/openproject/fedora20/stable/6
enabled=1" | sudo tee /etc/yum.repos.d/openproject.repo
sudo yum install openproject
sudo openproject configure
### CentOS / RHEL 6 64 bits server
echo "[openproject]
name=Repository for opf/openproject application.
baseurl=https://rpm.packager.io/gh/opf/openproject/centos6/stable/6
enabled=1" | sudo tee /etc/yum.repos.d/openproject.repo
sudo yum install openproject
sudo openproject configure
### SUSE Linux Enterprise Server 12
sudo zypper addrepo "https://rpm.packager.io/gh/opf/openproject/sles12/stable/6" "openproject"
sudo zypper install openproject
sudo openproject configure
## Migrating from OpenProject Community Edition 4.2
The `openproject-ce` package no longer exists, but you can migrate to the new OpenProject package, which contains all functionality that was previously contained in the Community Edition.
The following steps were tested on Ubuntu and Debian machines with OpenProject Community Edition 4.2 installed. There may be variations for other distributions, please let us know If you can provide additional information to the migration path.
### Step 1: Backup existing installation
Before performing the migration, please backup your existing installation. While we will continue to use it and database migrations should run smoothly, please keep a backup at hand.
To backup attachments, database and repository, use the following command:
sudo openproject-ce run backup
### Step 2: Shut down openproject-ce instance
To avoid any further changes to the application, stop the web and worker processes:
sudo openproject-ce scale web=0 worker=0
### Step 3: Confirm database connection details
If you used autoinstall, the database name and database user name should equal `openproject_ce`. You can confirm this by running:
sudo openproject-ce config:get DATABASE_URL
Which should output something of the form
mysql2://<username>:<password>@127.0.0.1:3306/<dbname>
If the URI contains `openproject_ce` as the username and database name as the example above, we can simply continue.
Otherwise, note user-, database name and password just to be sure.
### Step 4: Remove the openproject-ce package
Remove the `openproject-ce` package from your system. For Debian/Ubuntu, run:
sudo apt-get remove openproject-ce
### Step 5: Remove the sources.list that defines the Community Edition package
To avoid installing the deprecated 4.2 package, remove the following entry:
sudo rm -i /etc/apt/sources.list.d/pkgr-openproject-community.list
### Step 6: Move the existing application and configuration files
As the OpenProject 6.0 package is identitical to the core in regards to paths, you'll need to reference the configuration and application (e.g., attachments, SVN repositories) files to the path that is expected from the new package.
# Move openproject-ce configuration
sudo mv /etc/openproject-ce /etc/openproject
For repositories, there are references in the database to the old `/var/db/openproject-ce/svn/<repository>` locations, so we suggest to symlink them instead:
# Symlink existing attachments and
sudo ln -s /var/db/openproject-ce /var/db/openproject
### Step 7: Disable the Community Edition Apache2 configuration
As a final step, disable the `openproject-ce` configuration.
sudo a2dissite openproject-ce
Optionally, remove the disabled site. The following path applies to Debian/Ubuntu.
sudo rm -i /etc/apache2/sites-available/openproject-ce.conf
Note:
* For RedHat, the path should be changed to `/etc/httpd/conf.d/openproject-ce.conf`.
* For SLES, the path should be changed to `/etc/apache2/vhosts.d/openproject-ce.conf`.
### Step 8: Install the OpenProject 6.0 package and select database
The rest of the installation is mostly identical to the installation guide of the OpenProject 5.0 package:
https://www.openproject.org/open-source/packaged-installation/packaged-installation-guide/
Add the package source to your package manager, update the sources, and install the `openproject` package. (See the installation guide linked above for the detailed steps for the various distributions).
**Important:** Instead of running `openproject configure`, run `openproject reconfigure`, which will lead you through the complete wizard.
In the first step *mysql/autoinstall*, select the **reuse** option (Use an existing database).
![](https://dl.dropboxusercontent.com/u/270758/op/mysql-reuse.png)
Press OK for the following steps, which will simply take the existing values from your old configuration
* MySQL IP or hostname
* MySQL port
In the dialog `mysql/username`, enter `openproject_ce` if the Database URI from Step 4 contained it. If you chose a different user name in the original CE installation, it should already be set to this value.
![](https://dl.dropboxusercontent.com/u/270758/op/mysql-username.png)
In the dialog `mysql/password`, **leave the password empty**. It will use the value from your original installation. You can optionally enter the password you retrieved from the database URI from Step 4, but that should be identical.
![](https://dl.dropboxusercontent.com/u/270758/op/mysql-password.png)
And again, in the `mysql/db_name` step, enter `openproject_ce` if the Database URI from Step 4 contained it. If you chose a different database name in the original CE installation, it should already be set to this value.
The other installation steps (mysql/db_source_host, mysql/ssl) may again be skipped by pressing OK, as they should still contain the old values from the Community Edition.
There will be other new steps in the installation wizard for which we will provide additional information in the packager installation guide.
Once the wizard has completed, the OpenProject instance should be updated to 6.0.x while re-using your existing database.
**Note:** This last step is a workaround for the package upgrading process. We are working on making this step optional.
The workaround is necessary since since the package appname changed from `openproject-ce` to `openproject`, and the installer wizard automatically sets the database to the app name when selecting an automatic installation of MySQL. Instead, the updater should respect an existing database (user-) name in its configuration.

@ -1,3 +1,9 @@
---
sidebar_navigation:
title: System requirements
priority: 1000
---
# System requirements
__Note__: The configurations described below are what we use and test against.
@ -9,31 +15,33 @@ provide any official support for them.
### Hardware
* __Memory:__ 4096 MB
* __Free disc space:__ 2 GB
* __Free disk space:__ 2 GB
### Operating system
| Distribution (64 bits only) | Identifier | init system |
| :------------------------------ | :----------- | :---------- |
| CentOS/RHEL 7.x | centos-7 | systemd |
| Debian 9 Stretch | debian-9 | systemd |
| Suse Linux Enterprise Server 12 | sles-12 | sysvinit |
| Ubuntu 16.04 Xenial Xerus | ubuntu-16.04 | upstart |
| Ubuntu 18.04 Bionic Beaver | ubuntu-18.04 | systemd |
The [package-based installation](../installation/packaged) requires one of the following Linux distributions:
| Distribution (**64 bits only**) |
| ------------------------------- |
| CentOS/RHEL 7.x |
| Debian 9 Stretch |
| Debian 10 Stretch |
| Suse Linux Enterprise Server 12 |
| Ubuntu 16.04 Xenial Xerus |
| Ubuntu 18.04 Bionic Beaver |
The [docker-based installation](../installation/docker) requires a system with Docker installed. Please see the [official Docker page](https://docs.docker.com/install/) for the list of supported systems.
### Dependencies
### Overview of dependencies
Both the package and docker based installations will install and setup the following dependencies that are required by OpenProject to run:
* __Runtime:__ [Ruby](https://www.ruby-lang.org/en/) Version = 2.6.x
* __Webserver:__ [Apache](http://httpd.apache.org/)
or [nginx](http://nginx.org/en/docs/)
* __Application server:__ [Phusion Passenger](https://www.phusionpassenger.com/)
or [Unicorn](http://unicorn.bogomips.org/)
* __Application server:__ [Puma](https://puma.io/)
* __Database__: [PostgreSQL](http://www.postgresql.org/) Version >= 9.5
Please be aware that the dependencies listed above also have a lot of
dependencies themselves.
## Client
OpenProject supports the latest versions of the major browsers. In our
@ -43,3 +51,4 @@ for some older browsers (e.g. IE 11).
* [Mozilla Firefox](https://www.mozilla.org/en-US/firefox/products/) (At least ESR version 60)
* [Microsoft Edge](https://www.microsoft.com/de-de/windows/microsoft-edge)
* [Google Chrome](https://www.google.com/chrome/browser/desktop/)
* [Apple Safari](https://www.apple.com/safari/)

@ -1,68 +0,0 @@
## OpenProject PostgreSQL migration guide to 9.6
This guide will lead you to the steps of upgrading your system PostgreSQL version to 9.6.
OpenProject 7.4.0 requires PostgreSQL 9.5+, so we're recommending to install to 9.6 directly.
If you're upgrading to 7.4.0 without a 9.5+ database, your upgrade process will be terminated with a 'Database incompatibility warning'. You should not
Since Ubuntu 14.04 (still supported by OpenProject) is still running on PostgreSQL 9.3., we're showing the
upgrade process for this distribution. Debian oldstable also uses PostgreSQL 9.4. as well.
### Preparations for the upgrade
Stop the current OpenProject workers
```bash
service openproject stop
```
### Install the newer PostgreSQL version
For Ubuntu 14.04:
```bash
sudo add-apt-repository "deb http://apt.postgresql.org/pub/repos/apt/ trusty-pgdg main"
wget --quiet -O - https://www.postgresql.org/media/keys/ACCC4CF8.asc | sudo apt-key add -
sudo apt-get update
sudo apt-get install postgresql-9.6
```
For other versions of Ubuntu, see this answer on AskUbuntu:
https://askubuntu.com/questions/831292
Or check the download for repositories from PostgreSQL:
https://www.postgresql.org/download/
### Upgrade of PostgreSQL
Stop the old cluster:
```bash
pg_dropcluster 9.6 main --stop
```
Upgrade the cluster to 9.6
```bash
pg_upgradecluster -v 9.6 9.3 main
```
Remove the old cluster
```bash
pg_dropcluster 9.3 main
```
Lastly, remove the ubuntu-provided version of 9.3:
```bash
apt-get remove postgres postgresql-9.3
```
### Upgrade OpenProject
You can now continue with the regular upgrading guide as detailed on these pages:
[https://www.openproject.org/operations/upgrading/](https://www.openproject.org/operations/upgrading/)

@ -67,7 +67,7 @@ OpenProject, for example, uses the projects to structured the different modules/
![project-structure](../getting-started/1566214944644.png)
<div class="notice">
<div class="alert alert-info" role="alert">
**Note**: You have to be a [member](./invite-members/#add-new-members) of a project in order to see the project and to work in a project.
</div>
@ -81,7 +81,7 @@ You can specify further advanced settings for your project. Navigate to your pro
- You see the default project **Identifier**. The identifier will be shown in the URL.
<div class="notice">
<div class="alert alert-info" role="alert">
**Note**: The Identifier cannot be changed later after creating the project.
</div>

@ -4,15 +4,15 @@ Manage users and permissions in OpenProject.
## Overview
| Popular Topics | Description |
| --------------------- | :---------- |
| Settings | |
| Users | |
| Groups | |
| Roles and permissions | |
| Avatars | |
| | |
| | |
| | |
| | |
| Popular Topics | Description |
| --------------------- | :---------------------------------------------------- |
| Settings | Configure user settings (e.g. default language). |
| Users | View all users, invite new users, manage users. |
| Groups | View groups, create new groups, add users to groups. |
| Roles and permissions | See / manage roles and permissions and add new roles. |
| Avatars | Activate / deactivate user avatars. |
| | |
| | |
| | |
| | |

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