readme.txt 13 KB

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  1. iTop - version 2.4 beta - 12-July-2017
  2. Readme file
  3. 1. ABOUT THIS RELEASE
  4. 2. INSTALLATION
  5. 2.1. Requirements
  6. 2.2. Install procedure
  7. 2.3. CRON
  8. 2.4. Upgrading from 2.x.x
  9. 2.5. Migration from 1.x versions
  10. 3. FEATURES
  11. 3.1. Known limitations
  12. 3.2. Known issues
  13. 1. ABOUT THIS RELEASE
  14. ==================
  15. Thank you for downloading the 29th packaged release of iTop.
  16. It is a beta version, so the new features may not be fully operational.
  17. The documentation about iTop is available as a Wiki at: https://wiki.openitop.org/
  18. iTop is released under the AGPL (v3) license. (Check license.txt in this directory).
  19. The source code of iTop can be found on SourceForge: https://sourceforge.net/p/itop/code/
  20. 1.1 What's new?
  21. -----------
  22. It will bring those main new features:
  23. Archiving: improve performance
  24. Obsolescence: hide or highlight obsolete objects depending on user preference.
  25. Transition forms: define per transition, which fields are displayed and required, independently on the console and on each portal.
  26. Portal: multiple enhancements, see below.
  27. Archiving
  28. ---------
  29. Addressing performance issue in case of large databases.
  30. Archiving objects is equivalent to a “soft delete”.
  31. Archived objects are ignored by the application as if they had been truly deleted.
  32. Nevertheless, they are still accessible through a special mode of the console (read-only).
  33. As long as no class is defined with archive enable, no change/menu appear in iTop related to that feature.
  34. A Ticket archiving module will be published in parallel of iTop, as an example.
  35. Obsolescence
  36. ------------
  37. Based on user preference, objects which became useless, are removed from displayed data.
  38. Rules of obsolescence are defined per class in the Data Model.
  39. Lifecycle
  40. ---------
  41. Lifecycle was enriched with the possibility to define flags on transition.
  42. It was possible to define actions during a transition.
  43. Now, you can force a field to be changed or documented during a particular transition.
  44. For example on Ticket "agent must be changed during re-assign" and at the same time,
  45. be "read-only in the assigned state" and "not prompted during a reopen".
  46. Enhanced portal
  47. ---------------
  48. A new Search Brick is now available.
  49. Forms can be defined specifically for a particular transition. Flags for each field on that form can be redefined.
  50. A new mosaic mode was added to the Browse Brick, allowing to display an icon associated with the browsed objects.
  51. The Tree mode was enhanced to display a description under the object name, and default action was changed
  52. Manage Brick can display a count of object on each tab.
  53. Form display mode was enriched with: labels and values displayed side by side, with values aligned or not.
  54. 1.2 Should I upgrade to 2.4 beta?
  55. -----------------------------
  56. No, we don't recommend you to upgrade any production machine with this version.
  57. It is a beta version, not safe to be used in production mode.
  58. 1.3 Special Thanks To
  59. -----------------
  60. Bruno Bonfils for his guidance about LDAP and authentication.
  61. Randall Badilla Castro and Miguel Turrubiates for the Spanish translation.
  62. Jonathan Lucas, Stephan Rosenke and David Gümbel from ITOMIG GmbH, for the German translation.
  63. Christian Lempereur and Olivier Fouquet for their feedbacks.
  64. Everaldo Coelho and the Oxygen Team for their wonderful icons.
  65. The JQuery team and all the jQuery plugins authors for developing such a powerful library.
  66. Phil Eddies for the numerous feedbacks provided, and the first implementation of CKEdit
  67. Marco Tulio and Bruno Cassaro for the Portuguese (Brazilian) translation
  68. Vladimir Kunin, Vladimir Shilov and Shamil Khamit for the Russian translation
  69. Izzet Sirin for the Turkish translation
  70. Deng Lixin for the Chinese translation
  71. Marialaura Colantoni for the Italian translation
  72. Schlobinux for the fix of the setup temporary file verification.
  73. Gabor Kiss for the Hungarian translation
  74. Tadashi Kaneda, Shoji Seki and Hirofumi Kosaka for the Japanese translation
  75. Antoine Coetsier for the CAS support and tests
  76. Vincenzo Todisco for his contribution to the enhancement of the webservices
  77. Stephan Rickauer, Tobias Glemser and Sabri Saleh for their consulting about iTop security
  78. Claudio Cesar Sanchez Tejeda for his contribution to bug fixes on the export and data synchronization
  79. Bruno Cornec for his support and contribution to the Linux packaging of iTop
  80. Jean-François Bilger for providing a fix for an unsuspected SQL bug
  81. Remie Malik from Linprofs for the Dutch translation
  82. Erik Bøg for the Danish translation
  83. Lukáš Dvořák and Daniel Rokos for the Czech translation
  84. 2. INSTALLATION
  85. ============
  86. 2.1. Requirements
  87. ------------
  88. Server configuration:
  89. iTop is based on the AMP (Apache / MySQL / PHP) platform and requires PHP 5.3.6 and
  90. MySQL 5. The installation of iTop does not require any command line access to the
  91. server. The only operations required to install iTop are: copying the files to the
  92. server and browsing web pages. iTop can be installed on any web server supporting
  93. PHP 5.3.6: Apache, IIS, nginx...
  94. End-user configuration:
  95. Although iTop should work with most modern web browsers, the application has been
  96. tested mostly with Firefox 36+, IE9+, Safari 5 and Chrome. iTop was designed for
  97. at least a 1024x768 screen resolution.
  98. 2.2. Install procedure
  99. -----------------
  100. 1) Make sure that you have a properly configured instance of Apache/PHP/MySQL running
  101. 2) Unpack the files contained in the zipped package, and copy the content of the "web"
  102. directory in a directory served by your web server.
  103. 3) Check the access rights on the files/folders: the setup needs to have write access
  104. either to the directory where iTop is installed or to the following subdirectories
  105. (create them if needed)
  106. - conf
  107. - data
  108. - env-production
  109. - log
  110. 4) Point your web browser to the URL corresponding to the directory where the files
  111. have been unzipped and follow the indications on the screen.
  112. If you wish to re-launch the installation process (for example in order to install
  113. more modules), just make sure that the configuration file (located at <itop>/conf/production/config-itop.php)
  114. is writable by the web server (on Windows: remove the "read-only" flag, on Linux
  115. adjust the rights of the file) and point your browser to <itop>/setup/.
  116. 2.3. cron.php
  117. --------
  118. The following features will require the activation of CRON.PHP:
  119. - asynchronous emails. By default, this option is disabled. To enable it, set 'email_asynchronous' to 1 in the configuration file.
  120. - check ticket SLA. Tickets reaching the limits will be passed into Escalation TTO/TTR states.
  121. More information into the Wiki: https://wiki.openitop.org/doku.php?id=latest:admin:cron
  122. You can get a status of the cron "tasks" with the command:
  123. php cron.php --auth_user=admin_login --auth_pwd=admin_pwd --status_only=1
  124. The output will look as shown below:
  125. +---------------------------+---------+---------------------+---------------------+--------+-----------+
  126. | Task Class | Status | Last Run | Next Run | Nb Run | Avg. Dur. |
  127. +---------------------------+---------+---------------------+---------------------+--------+-----------+
  128. | CheckStopWatchThresholds | active | 2013-03-28 10:32:27 | 2013-03-28 10:32:37 | 51 | 0.317 s |
  129. | EmailBackgroundProcess | active | 2013-03-28 10:32:27 | 2013-03-28 10:32:57 | 12 | 7.089 s |
  130. | ExecAsyncTask | active | 2013-03-28 10:32:27 | 2013-03-28 10:32:29 | 51 | 0.032 s |
  131. +---------------------------+---------+---------------------+---------------------+--------+-----------+
  132. 2.4. Upgrading from 2.x.x
  133. --------------------
  134. The version 2.3.4 if fully compatible with 2.0.0, 2.0.1, 2.0.2, 2.0.3, 2.1.0, 2.2.0, 2.2.1, 2.3.1 and 2.3.3.
  135. Due to few database changes and new modules/files that have to be installed, you
  136. MUST run the setup when upgrading (whatever the original version).
  137. If the location of mysql binaries is in the "path", the setup proposes to perform a full backup
  138. of iTop (database + configuration file) using mysqldump.
  139. Here is how to upgrade, step by step, a 2.x.x instance of iTop:
  140. 1) Do NOT overwrite the files from the previous version. Expand the content of the "web" directory of
  141. the new package into a new directory on the web server.
  142. 2) Check the access rights on the files/folders: the setup needs to have write access either to the
  143. whole directory where iTop is installed or to the following subdirectories (create them if needed)
  144. - conf
  145. - data
  146. - env-production
  147. - log
  148. 3) Point your web browser to the URL corresponding to the new location. You should see the setup screen.
  149. 4) When prompted (At step 2 of the installation), choose "Upgrade an existing instance"
  150. 5) Either enter the path (on the disk) to the previous instance, or supply the needed credentials.
  151. 6) Run the setup to completion. Once this is done you can connect to your upgraded iTop.
  152. 7) To replace the old instance of iTop with the newly installed one:
  153. Rename the directories to switch the locations
  154. Edit the new configuration file (now located at <itop>/conf/production/config-itop.php) and change the
  155. value of the "application_url" parameter.
  156. 2.5. Migrating from 1.x versions
  157. ---------------------------
  158. The setup is designed to upgrade existing 1.x instances of iTop automatically. In case the instance was
  159. customized (for example by altering its data model), the installation process will detect the modifications
  160. (by scanning the source files and comparing them with the manifest) and will prompt either to keep the
  161. modifications or to discard them.
  162. If the location of mysql binaries is in the "path", the installation proposes to perform a full backup
  163. of iTop (database + configuration file) using mysqldump.
  164. Here is how to upgrade, step by step, a 1.x instance of iTop.
  165. 1) Do NOT overwrite the files from the previous version. Expand the content of the "web" directory of
  166. the new package into a new directory on the web server.
  167. 2) Check the access rights on the files/folders: the setup needs to have write access either to the
  168. directory where iTop is installed or to the following subdirectories (create them if needed)
  169. - conf
  170. - data
  171. - env-production
  172. - log
  173. 3) Point your web browser to the URL corresponding to the new location. You should see the setup screen.
  174. 4) When prompted (At step 2 of the installation), choose "Upgrade an existing instance"
  175. 5) Enter the needed credentials. It is not mandatory to supply the location (on the disk of the server)
  176. where the previous instance was installed but, by doing so, you let the installation find the credentials
  177. (by looking at the previous configuration file) and also perform additional checks, for instance, to
  178. detect any customization that you may have made to iTop.
  179. 6) Run the setup to completion. Once this is done you can connect to your upgraded iTop.
  180. 7) To replace the old instance of iTop with the newly installed one:
  181. Rename the directories to switch the locations
  182. Edit the new configuration file (now located at <itop>/conf/production/config-itop.php) and change the
  183. value of the "application_url" parameter.
  184. That's it.
  185. 3.1. Known limitations (https://sourceforge.net/apps/trac/itop/report/3)
  186. -----------------
  187. #71 The same MySQL credentials are used during the setup and for running the application.
  188. Some types of attributes (AttributeDuration, AttributeBlob) are always displayed as read-only in the Enhanced Portal.
  189. Suhosin can interfere with iTop. More information can be found here: http://www.combodo.com/wiki/doku.php?id=admin:suhosin
  190. Internet Explorer 6 is not supported (neither IE7 nor IE8 in compatibility mode)
  191. Tested with IE9, Firefox 3.6 up to Firefox 50 and Chrome.
  192. 3.2. Known issues (https://sourceforge.net/apps/trac/itop/report/3)
  193. ------------
  194. #259 Not instantaneously logged off when the administrator deletes a user account
  195. #273 The administrator can delete his/her own user account
  196. #372 APC Cache not efficient (multi org usage, global search)
  197. #382 Search form / base class lost after a search
  198. #377 Case log: exclude the index from the views
  199. #388 IE9: edition fields not resizable
  200. #443 Objects remain in the database after de-installing some modules
  201. #442 Useless profiles installed (1.x legacy data model only)
  202. #436 Cannot type "All Organizations"
  203. #381 Deletion of dependencies could fail in a multi-org environment
  204. #241 "status" is a free-text field when configuring a Trigger
  205. #358 Multi-column queries sometimes returning an empty set
  206. #350 Object edition form: validation does not tell which field has a problem
  207. #730 Leaving temporary files when performing a backup of the data during installation
  208. #1145 Two connections between a connectable CI and a network device must have different ports
  209. #1146 History not reflecting a modification of the connection between a connectable CI and a network device
  210. #1147 Identical links not always modified as expected