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<?xml version='1.0' ?> <!DOCTYPE book PUBLIC "-//OASIS//DTD DocBook XML V4.4//EN" "http://www.oasis-open.org/docbook/xml/4.4/docbookx.dtd" [ <!ENTITY % myvars SYSTEM "../variables.ent"> %myvars; ]> <sect1 id="apm-requirements" xreflabel="Package Manager Requirements"> <title>Package Manager Requirements</title> <authorblurb> <para>By Bryan Quinn and Todd Nightingale</para> </authorblurb> <sect2 id="apm-requirements-intro"> <title>Introduction</title> <para>The following is a requirements document for the OpenACS Package Manager (APM), version 4.0 (APM4). APM4 offers a superset of APM v3.3 functionality with the following specific enhancements:</para> <itemizedlist> <listitem><para>A public procedural API. (v 3.3 only has web-based UI)</para></listitem> <listitem><para>Support for dependency checking.</para></listitem> <listitem><para>Support for compound packages (to support installation chaining).</para></listitem> <listitem><para>Support for on-line parameter setting.</para></listitem> <listitem><para>Support for sub-site level configuration (requires revised parameter and /admin pages at sub-site level; deprecation of site-wide parameter file).</para></listitem> </itemizedlist> <para>To differentiate these new requirements from the requirements of version 3.3, all requirements new in v4 are prefaced with the number <emphasis role="strong">4</emphasis>.</para> <para>We gratefully acknowledge the authors of APM 3 for their original design documentation which suggested these features, as well as the influence of the design and open-source implementation of the Red Hat Package manager, the Debian packaging system, and PERL's CPAN in the development of the ideas behind this document.</para> </sect2> <sect2 id="apm-requirements-vision"> <title>Vision Statement</title> <para>A typical website will tend to offer its users a number of web-based services or applications, e.g. a bulletin board, calendaring, classified ads, etc. A website may also have underlying subsystems, such as a permissions system, content management system, etc. For such applications and subsystem components, modularity - or the degree to which a component can be encapsulated and decoupled from the rest of the system - is of great value. Thus the OpenACS Package Manager (APM) was created to allow website components, or packages, to be added, removed, and upgraded easily, with minimum disturbance to the rest of the system. This allows site owners to steadily offer users new and improved services, and also allows programmers to quickly and easily distribute their OpenACS components in a standardized manner to other OpenACS sites.</para> <para>In general, a package is a unit of software that serves a single well-defined purpose. The OpenACS Package Manager (APM) provides a mechanism for packaging, installing, and configuring OpenACS software in a consistent, user-friendly, and subsite-aware manner.</para> </sect2> <sect2 id="apm-requirements-system-overview"> <title>System Overview</title> <para> The OpenACS Package Manager (APM) consists of: </para> <itemizedlist> <listitem><para><emphasis role="strong">A standard format for APM packages</emphasis> including: </para> <itemizedlist> <listitem><para>Version numbering, independent of any other package and the OpenACS as a whole</para></listitem> <listitem><para>Specification of the package interface</para></listitem> <listitem><para>Specification of dependencies on other packages (if any)</para></listitem> <listitem><para>Attribution (who wrote it) and ownership (who maintains it)</para></listitem> </itemizedlist> </listitem> <listitem><para><emphasis role="strong">Web-based tools for package management:</emphasis> </para> <itemizedlist> <listitem><para>Obtaining packages from a remote distribution point</para></listitem> <listitem><para>Installing packages, if and only if: </para> <orderedlist> <listitem><para>All prerequisite packages are installed</para></listitem> <listitem><para>No conflicts will be created by the installation</para></listitem> </orderedlist> </listitem> <listitem><para>Configuring packages (obsoleting the monolithic OpenACS configuration file)</para></listitem> <listitem><para>Upgrading packages, without clobbering local modifications</para></listitem> <listitem><para>Uninstalling unwanted packages</para></listitem> </itemizedlist> </listitem> <listitem><para><emphasis role="strong">A registry of installed packages</emphasis>, database-backed and integrated with filesystem-based version control </para></listitem> <listitem><para><emphasis role="strong">Web-based tools for package development:</emphasis> </para> <itemizedlist> <listitem><para>Creating new packages locally</para></listitem> <listitem><para>Releasing new versions of locally-created packages</para></listitem> <listitem><para>Uploading packages to a global package repository on the web</para></listitem> <listitem><para>Use of these tools should be safe, i.e. installing or removing a package should never break an OpenACS installation</para></listitem> </itemizedlist> </listitem> <listitem><para><emphasis role="strong">Web-based tools for package configuration:</emphasis> </para> <itemizedlist> <listitem><para>The ability to change package parameter values on-line through a simple web interface.</para></listitem> <listitem><para>A new ad_parameter which does not require a monolithic site-wide parameter's file or server restarts for changes to take effect.</para></listitem> <listitem><para>The ability to manage multiple package instances at the sub-site level.</para></listitem> </itemizedlist> </listitem> </itemizedlist> </sect2> <sect2 id="apm-requirements-use-cases"> <title>Use-cases and User-scenarios</title> <para> The APM is intended for the following classes of users, which may or may not overlap: </para> <orderedlist> <listitem><para><emphasis role="strong">Developers</emphasis> (referred to as 'the developer') use the APM to create a software package for distribution and use the procedural API for direct control of the APM system.</para></listitem> <listitem><para><emphasis role="strong">Site-wide administrators</emphasis> (referred to as 'the administrator') use the APM to install packages for their OpenACS instance, and optionally make them available to sub-sites.</para></listitem> <listitem><para><emphasis role="strong">Sub-site administrators</emphasis> (referred to as 'the sub-admin') use an administration interface to configure and enable packages for their sub-site.</para></listitem> </orderedlist> <para><emphasis role="strong">Initial Package Development</emphasis></para> <para><emphasis role="strong">David Developer</emphasis> writes a piece of software used to do knowledge management (km) for the OpenACS. He distributes his data model, procedure code, UI pages, and his documentation according to the APM specification. He splits the documentation and the code into sub-packages, and creates a KM installation-chain to install both with the APM developer UI. Noting that his software was built with <emphasis role="strong">Patricia Programmer</emphasis>'s Super Widget toolkit, he specifies that as a dependency. Moreover, since this package is capable of being used at the sub-site level, David configures this option in the package. When the package development is complete, David uses the APM developer UI to construct a distribution file. He assigns it a version number, 1.0, and makes the package available for download at the OpenACS package repository.</para> <para><emphasis role="strong">Initial Package Installation</emphasis></para> <para><emphasis role="strong">Annie Admin</emphasis> learns of David's KM system by browsing the OpenACS package repository. Annie Admin uses the APM administrator UI on her system. She selects to install a package from a URL and types the URL displayed on the system. The APM automatically downloads the package. The dependency checker notices that Patricia's Super Widget toolkit is required, so it warns Annie of this. Annie selects an option to find a package that satisfies the dependency at the OpenACS APM repository. The APM informs Annie that it can download and install Jim's Super Widget toolkit. Annie confirms this option. After successfully installing Jim's toolkit, Annie proceeds to install David's KM system. The data model is loaded and all of the files necessary for the software are installed. Because installation was successful, the package is available for use.</para> <para>Since the package is available for use, its initialization routines are set to run automatically on server startup. Annie is warned that since there are initialization routines, she must restart the server for the package to be ready for use. Annie restarts the server.</para> <para><emphasis role="strong">Initial Subsite Use of Package</emphasis></para> <para>Annie Admin decides to make the KM module available only to a particular sub-site type on her OpenACS system, and not others. She specifies this option using the Sub-site type UI (not part of APM).</para> <para>Annie Admin notifies <emphasis role="strong">Sally SubAdmin</emphasis> by e-mail that a new package is now available for use. Sally goes to her sub-site /admin page and sees that a new entry, KM, is available. Sally clicks on it and finds links to the installed KM documentation and to the web based configuration utility. Then, Sally configures the package using an automatically generated web interface and enables KM for use on her sub-site. After some initial use of the package, Sally decides to change some parameters using the SubAdmin UI. These changes take effect immediately, without any server restarts.</para> <para><emphasis role="strong">Upgrade Process</emphasis></para> <para>Sally SubAdmin finds a bug in the KM system and sends a report to David Developer. David reads the bug report and verifies that the bugs are present in the current version. Because the bugs are present in the shared procedure file, David assigns a watch to the file. David makes the necessary modifications to the source code and saves the file. Because a watch was assigned to the file, the APM automatically reloads the updated code. David tests the program and confirms that the bug is fixed. He increments the minor version number and makes km v 1.1 available for download at the repository.</para> <para>Sally SubAdmin asks Annie Administrator to upgrade the package using the APM UI. This upgrade supersedes the old version of KM at the site-wide level. Once Annie upgrades the package, the new version starts working immediately in Sally's sub-site.</para> <para><emphasis role="strong">Procedural API</emphasis></para> <para><emphasis role="strong">Danielle Developer</emphasis> wants her software to perform different actions depending on what version of another package is installed. She uses the APM procedural API to check if KM version 1.0 is installed or version 1.1. Based on the results of this procedural call, the software exhibits different behavior.</para> </sect2> <sect2 id="apm-requirements-links"> <title>Related Links</title> <itemizedlist> <listitem><para><ulink url="apm-design">APM 3.3 Design document</ulink></para></listitem> <listitem><para><ulink url="packages">Five minute guide to packaging a module</ulink></para></listitem> <listitem><para><ulink url="subsites-requirements">Sub-sites</ulink></para></listitem> </itemizedlist> </sect2> <sect2 id="apm-requirements-data-model"> <title>Requirements: Data Model</title> <itemizedlist> <listitem><para><emphasis role="strong">4.500.0 Package Identification</emphasis> (All of these items are entered by the developer using the developer UI.) </para> <para><emphasis role="strong">4.500.1</emphasis> A human readable package key that is guaranteed to be unique to the local OpenACS site must be maintained by the APM. For example, "apm."</para> <para><emphasis role="strong">4.500.5</emphasis> A package id (primary key) that is guaranteed to be unique to the local site must be maintained by the APM. For example, "25."</para> <para><emphasis role="strong">4.500.10</emphasis> A package URL that is guaranteed to be unique across all sites must be maintained by the APM. The package URL should point to a server that allows download of the latest version of the package. For example, "http://openacs.org/software." </para></listitem> <listitem><para><emphasis role="strong">4.505.0 Version Identification</emphasis> (All of these items are entered by the developer using the developer UI.) </para> <para><emphasis role="strong">4.505.1</emphasis> A version id (primary key) that is guaranteed to be unique to the local site must be maintained by the APM.</para> <para><emphasis role="strong">4.505.5</emphasis> A version URL that is guaranteed to be unique across all sites must be maintained by the APM. The version URL should point to a server that allows download of a specific version of the package. </para></listitem> </itemizedlist> </sect2> <sect2 id="apm-requirements-api"> <title>Requirements: API</title> <para>The API for APM v3 is explicitly a private API. However, it would be useful to obtain information from the APM through a procedural API. Implementing the API specified below is quite easy given that there are pages that already do all of the below in raw SQL.</para> <itemizedlist> <listitem><para><emphasis role="strong">4.400.0 Packages Status Predicates</emphasis> </para> <para><emphasis role="strong">4.400.1</emphasis> Given defining information such as a package URL, the APM API can return the status of the package on the local OpenACS instance.</para> <!-- <para><emphasis role="strong">4.400.1</emphasis> Given a package's URL, the system API can be queried for the existence of that installed package locally. <computeroutput>apm_package_installed_p {package_url}</computeroutput> Returns 1 if the specified package is installed, 0 otherwise. <emphasis role="strong">4.400.5</emphasis> Given a specific version URL of a package, the system API can be queried for the existence of that specific version locally: whether it is installed or not, for instance. <computeroutput>apm_version_installed_p {version_url}</computeroutput> Returns 1 if the specified version is installed, 0 otherwise. <emphasis role="strong">4.400.10</emphasis> The system API can be queried for whether or not a package (that has already been installed locally) has been loaded and initialized. </para> <computeroutput>apm_version_loaded_p {version_id}</computeroutput><para> Returns 1 if a version of a package has been loaded and initialized, or 0 otherwise. --> </listitem> <listitem><para><emphasis role="strong">4.405.0 Package Information Procedures</emphasis> </para> <para><emphasis role="strong">4.405.1</emphasis> The APM API can return information for any locally installed packages, including the version number, paths and files, and package key.</para> <!-- <para><emphasis role="strong">4.405.1</emphasis> Given a package_url, the system API can determine and return the locally installed version number, if any. <computeroutput>apm_package_version_installed {package_url}</computeroutput> Returns the installed version number of the specified package_url. If the package is not installed, returns 0. <emphasis role="strong">4.405.5</emphasis> Given a version number (presumably of an already installed package), the system can return the associated list of paths and files (within a given type also, is specified). <computeroutput>apm_version_file_list { { -type "" } version_id }</computeroutput> Returns a list of paths to files of a given type (or all files, if $type is not specified) in a version. <emphasis role="strong">4.405.10</emphasis> <computeroutput>apm_version_id_from_url { version_url }</computeroutput> If a package version with the specified version_url is installed, this procedure returns its version_id. Else, it returns 0. <emphasis role="strong">4.405.15</emphasis> <computeroutput>apm_package_id_from_version_id { version_id }</computeroutput> Given a valid version id, returns the associated package id. Otherwise returns 0. <emphasis role="strong">4.405.20</emphasis> <computeroutput>apm_package_key_from_package_id { package_id }</computeroutput> Given a valid package id, returns the associated package key. Otherwise returns 0. <emphasis role="strong">4.405.25</emphasis> <computeroutput>apm_package_id_from_package_key { package_key }</computeroutput> Given a valid package key, returns the associated package id. Otherwise returns 0. --> </listitem> <listitem><para><emphasis role="strong">4.410.0 Sub-site Procedures</emphasis> </para> <para><emphasis role="strong">4.410.1</emphasis> After a package has been installed at the site-wide level, the system API will provide means to check for package presence, creation, enabling, disabling, and destruction on a subsite.</para> <!-- <para><emphasis role="strong">4.410.1</emphasis> <computeroutput>apm_package_available_subsite_spec_p { package_id subsite_spec_id }</computeroutput> Returns 1 if the indicated package is contained in the indicated sub-site_spec. Returns 0 otherwise. <emphasis role="strong">4.410.5</emphasis> <computeroutput>apm_package_available_subsite_p { package_id subsite_id }</computeroutput> Returns 1 if the indicated package is can be created as an instance for the indicated sub-site. Returns 0 otherwise. <emphasis role="strong">4.410.10</emphasis> <computeroutput>apm_package_instance_subsite_p { package_id subsite_id }</computeroutput> Returns 1 if the indicated package is available as an instance in the indicated sub-site. Returns 0 otherwise. <emphasis role="strong">4.410.15</emphasis> <computeroutput>apm_package_enabled_subsite_p { package_id subsite_id }</computeroutput> Returns 1 if the indicated package is enabled in the indicated sub-site. Returns 0 otherwise. <emphasis role="strong">4.410.20</emphasis> <computeroutput>apm_package_add_to_subsite_spec {package_id subsite_spec_id} </computeroutput> If package_id corresponds to an installed package and sub-site_spec_id specifies a valid sub-site, adds that package to the sub-site spec. Throws an error otherwise. <emphasis role="strong">4.410.25</emphasis> <computeroutput>apm_package_remove_from_subsite_spec {package_id subsite_spec_id} </computeroutput> If package_id corresponds to an installed package and sub-site_spec_id specifies a valid sub-site, removes that package from the sub-site spec. Throws an error otherwise. <emphasis role="strong">4.410.30</emphasis> <computeroutput>apm_package_instance_new { package_id subsite_id }</computeroutput> If package_id corresponds to a package that can be created for the indicated sub-site, create the new instance. Throws an error otherwise. <emphasis role="strong">4.410.35</emphasis> <computeroutput>apm_package_instance_nuke { package_id subsite_id }</computeroutput> If package_id is a package_instance for the indicated sub-site, delete the instance and all associated content. Throws an error otherwise. <emphasis role="strong">4.410.40</emphasis> <computeroutput>apm_enable_package_for_subsite { package_id subsite_id }</computeroutput> If package_id is available as an instance for the indicated sub-site, enables it. Throws an error otherwise. <emphasis role="strong">4.410.45</emphasis> <computeroutput>apm_disable_package_for_subsite { package_id subsite_id }</computeroutput> If package_id is available as an instance for the indicated sub-site, disables it. Throws an error otherwise. --> </listitem> <listitem><para><emphasis role="strong">4.415.0 Parameter Values (replaces ad_parameter)</emphasis> </para> <para><emphasis role="strong">4.415.1</emphasis> The system API shall allow subsite parameters for an installed package to be set by either site-wide administrators or sub-site admins. The subsite parameter can be set to be non-persistent (but default is to survive server restarts). The subsite parameter can also be set to only take effect after a server restart (default is immediate).</para> <para><emphasis role="strong">4.415.5</emphasis> Parameters for a given subsite and package can be returned by the system API.</para> <!-- <para><emphasis role="strong">4.415.1</emphasis> <computeroutput>apm_set_parameter {{-persistent t} {-on_restart f} {-subsite_id "OBTAIN AUTOMATICALLY" {parameter value package_key}</computeroutput> Sets the indicated parameter for the indicated package in the indicated sub-site to the given value. User must be an administrator of the sub-site_id to be able to do this. If persistent is true, the value is preserved across server restarts. If on_restart is true, the new value will take effect on server restart. <emphasis role="strong">4.415.5</emphasis> <computeroutput>apm_get_parameter {{-default ""} {-subsite_id "OBTAIN AUTOMATICALLY" }parameter package_key }</computeroutput> Returns the value of the parameter for the indicated package and sub-site. If no value is found, returns the given default, else empty string. --> </listitem> </itemizedlist> </sect2> <sect2 id="apm-requirements-security"> <title>Requirements: Security</title> <para> Provisions will be made to assure that packages are securely identified.</para> <itemizedlist> <listitem><para><emphasis role="strong">4.600.1</emphasis> Each package will have a PGP signature and there will be MD5 timestamps for each file within the package. </para></listitem> <listitem><para><emphasis role="strong">4.600.5</emphasis> The APM will provide a facility to validate both the PGP signature and MD5 stamps information before a package install.</para></listitem> </itemizedlist> </sect2> <sect2 id="apm-requirements-ui"> <title>Requirements: The User Interface</title> <para>The user interface is a set of HTML pages that are used to drive the underlying API. It is restricted to site-wide administrators because the actions taken here can dramatically affect the state of the running OpenACS.</para> </sect2> <sect2 id="apm-requirements-dev-interface"> <title>Requirements: The Developer's Interface</title> <para>The intent of the developer's interface is to enable the developer to construct and maintain APM packages. It will be possible to disable the developer's interface for production sites to help reduce the chance of site failure; much of the functionality here can have cascading effects throughout the OpenACS and should not be used on a production site.</para> <itemizedlist> <listitem><para><emphasis role="strong">10.0 Define a package.</emphasis></para> <para>The developer must be able to create a new package by specifying some identifying information for the package. This includes a package name, a package key, version information, owner information, and a canonical URL.</para> <para><emphasis role="strong">10.1</emphasis> The APM must maintain the state of all locally generated packages.</para> <para><emphasis role="strong">10.50</emphasis> If the developer fails to provide the required information, the package cannot be created.</para> <para><emphasis role="strong">10.55</emphasis> All of the package information should be editable after creation, except for the package key.</para> <para><emphasis role="strong">4.10.60</emphasis> The package creator must specify whether the package is capable of being used in sub-sites, or if only a single, global instance of the package is permitted.</para> <para><emphasis role="strong">4.10.65</emphasis> If the developer fails to provide unique information for unique fields specified in the data model requirements, the package cannot be created.</para> </listitem> <listitem><para><emphasis role="strong">20.0 Add files to a package</emphasis> </para> <para><emphasis role="strong">20.1</emphasis> The developer must be able to add files to the package. This is done by copying the files into the package directory in the host OS's filesystem. Files can be added at any point after package creation.</para> <para><emphasis role="strong">20.3</emphasis> Once a package has been versioned and distributed, no new files should be added to the package without incrementing the version number.</para> <para><emphasis role="strong">20.5</emphasis> The APM's UI should facilitate the process of adding new files, by scanning the filesystem for new files automatically, and allowing the developer to confirm adding them.</para> <para><emphasis role="strong">20.10</emphasis> The developer cannot add files to a given package via the UI that do not exist in the filesystem already.</para> <para><emphasis role="strong">20.15</emphasis> Package file structure must follow a specified convention. Please see the <link linkend="apm-design">design document</link> for what we do currently.</para> </listitem> <listitem><para><emphasis role="strong">30.0 Remove files from a package</emphasis></para> <para>The developer must be able to remove files from a package. This can be done in two ways.</para> <itemizedlist> <listitem><para><emphasis role="strong">30.1</emphasis> Access the APM UI, browse the file list, and remove files.</para> <para><emphasis role="strong">30.1.1</emphasis>If a file is removed from the package list, but not from the filesystem, an error should be generated at package load time.</para> </listitem> <listitem><para><emphasis role="strong">30.5</emphasis> Remove the file from filesystem. </para> <para><emphasis role="strong">30.5.1</emphasis> The APM UI should take note of the fact that the file is gone and offer the developer an option to confirm the file's deletion. </para></listitem> </itemizedlist> </listitem> <listitem><para><emphasis role="strong">40.0 Modify files in a package</emphasis>. </para> <para><emphasis role="strong">40.1</emphasis> The developer should be able to modify files in the filesystem. The APM UI should not interfere with this.</para> <para><emphasis role="strong">40.5</emphasis> However, if the developer modifies files containing procedural definitions, APM UI should allow a means to <emphasis role="strong">watch</emphasis> those files and automatically reload them if changed. See requirement 50.0 for more detail.</para> <para><emphasis role="strong">40.10</emphasis> Also, although a change in files implies that the package distribution file is out of date, it is the developer's responsibility to update it.</para> </listitem> <listitem><para><emphasis role="strong">4.45.0 Manage Package Dependency Information</emphasis>. </para> <para><emphasis role="strong">4.45.1</emphasis> The developer should be able to specify which interfaces the package requires.</para> <para><emphasis role="strong">4.45.5</emphasis> The developer should be able to specify which interfaces the package provides.</para> <para><emphasis role="strong">4.45.10</emphasis> Circular dependencies are not allowed.</para> </listitem> <listitem><para><emphasis role="strong">50.0 Watch a file</emphasis> </para> <para><emphasis role="strong">4.50.1</emphasis> The developer should be able to assign a watch to any Tcl procedure file, whether in /packages or /tcl.</para> <para><emphasis role="strong">50.5</emphasis> If a watched file is locally modified, then it will be automatically reloaded, thus allowing for any changes made to take affect immediately.</para> <para><emphasis role="strong">4.50.10</emphasis> The setting of a watch should be persistent across server restarts. </para></listitem> <listitem><para><emphasis role="strong">60.0 Display an XML package specification</emphasis> </para> <para><emphasis role="strong">60.1</emphasis> The developer should be able to view the XML package specification that encodes all package information. </para></listitem> <listitem><para><emphasis role="strong">70.0 Write an XML package specification to the filesystem</emphasis> </para> <para><emphasis role="strong">70.1</emphasis> The developer should be able to write an up-to-date XML specification to disk.</para> <para><emphasis role="strong">70.5</emphasis> The developer should be able to request the current XML specification for all installed, locally generated packages.</para> </listitem> <listitem><para><emphasis role="strong">130.0 Distribution file generation</emphasis> </para> <para><emphasis role="strong">130.1</emphasis> The developer should be able to generate a .APM distribution file for the package with just one click.</para> <para><emphasis role="strong">130.5</emphasis> Generating a distribution file implies doing an "up-to-date" check on all of the files. If any of the files have changed since package installation, then a new version of the package is created. </para></listitem> <listitem><para><emphasis role="strong">140.0 Access CVS information</emphasis> </para> <para><emphasis role="strong">140.1</emphasis> The developer should be able to determine the CVS status of a package, or all packages, with a single click. </para></listitem> <listitem><para><emphasis role="strong">4.400.0 Compound Package Construction</emphasis> </para> <para><emphasis role="strong">4.400.1</emphasis> The developer can include .APM packages (sub-packages) within a package (the compound package) like any other file.</para> <para><emphasis role="strong">4.400.5</emphasis> The recommended usage for this feature is to allow for separation of optional and required components from the installation as well as better organization of files once installed. For example, all documentation for the community-core can be packages as <computeroutput>community-core-doc.apm</computeroutput>. It is legal to include sub-packages with dependencies that are not satisfied by the packages in the compound package, but this is discouraged. In such a case, the sub-package should really be a separate package that is required by the compound package.</para> <para><emphasis role="strong">4.400.10</emphasis> If a sub-package is required for the installation of the compound package, the compound package should have a registered dependency on the sub-package.</para> </listitem> </itemizedlist> </sect2> <sect2 id="apm-requirements-admin-interface"> <title>Requirements: The Site-Wide Administrator's Interface</title> <para>The requirement of the administrator's interface is to enable the administrator to install, enable, upgrade, disable, deinstall, and delete packages.</para> <itemizedlist> <listitem><para><emphasis role="strong">80.0 Package Enable/Disable</emphasis> </para> <para><emphasis role="strong">4.80.1</emphasis> The administrator should be able mark an installed package as enabled. This means that the package is activated and its functionality is delivered through the Request Processor. As of OpenACS 4, this is done through the sub-site system.</para> <para><emphasis role="strong">4.80.5</emphasis> Moreover, the administrator must be able to disable a package, thereby removing the functionality provided to a sub-site. As of OpenACS 4, this is done through the sub-site system. </para></listitem> <listitem><para><emphasis role="strong">90.0 Package Install</emphasis> </para> <para><emphasis role="strong">90.1</emphasis> The administrator must be able to install new packages either from locally maintained .APM files or from URLs.</para> <para><emphasis role="strong">90.5</emphasis> In the case of a URL, the APM transparently downloads the APM file off the web, proceeds with a file based installation, and then optionally removes the .APM file just downloaded.</para> <para><emphasis role="strong">90.10.1</emphasis> If .APM files are present in a package, then it is considered a compound package (use 4.410.0).</para> <para><emphasis role="strong">90.15.0</emphasis> Installation requires these steps:</para> <orderedlist> <listitem><para><emphasis role="strong">90.15.1</emphasis>The package dependencies are scanned. If some dependencies are not present, the system warns the administrator that installation cannot proceed until those packages are installed.</para></listitem> <listitem><para><emphasis role="strong">90.15.2</emphasis> Assuming all dependencies are present, APM extracts the contents of the APM file into the /packages directory.</para></listitem> <listitem><para><emphasis role="strong">90.15.3</emphasis> The administrator is offered the option of importing directly into CVS.</para></listitem> <listitem><para><emphasis role="strong">90.15.4</emphasis> The administrator is given a list of data model scripts found in the package and can select which ones to be executed.</para></listitem> <listitem><para><emphasis role="strong">90.15.5</emphasis> If no errors are recorded during this process, the package is enabled.</para></listitem> </orderedlist> </listitem> <listitem><para><emphasis role="strong">4.410.0 Compound package Install</emphasis> </para> <para><emphasis role="strong">4.410.1</emphasis> If .APM files are present in a package, then it is considered a compound package.</para> <para><emphasis role="strong">4.410.5.0</emphasis> Installation of a compound package proceeds according to the following sequence:</para> <orderedlist> <listitem><para><emphasis role="strong">4.410.5.1</emphasis> Identify the set of all sub-packages within the compound package by scanning for all files with .APM.</para></listitem> <listitem><para><emphasis role="strong">4.410.5.2</emphasis> Identify which sub-packages are required by checking the dependencies of the compound package. If there dependencies not satisfied by the current system or the packages included with the compound package, halt installation and inform user to install these packages first.</para></listitem> <listitem><para><emphasis role="strong">4.410.5.3</emphasis> Present Administrator with the ability to choose which sub-packages to install. Required sub-packages must be installed.</para></listitem> <listitem><para><emphasis role="strong">4.410.5.4</emphasis> Proceed with the installation of each sub-package, starting with required packages. If the sub-package is already installed, then do nothing. Else, If the sub-package is a normal package, proceed according to <emphasis role="strong">90.15.0</emphasis>, otherwise if it is a compound package, proceed according to <emphasis role="strong">4.410.5.0</emphasis>.</para></listitem> <listitem><para><emphasis role="strong">4.410.5.5</emphasis> If all required sub-packages are installed, proceed to install non-required sub-packages. If there was a failure during the installation of a required sub-package, then the installation of the compound package is also a failure.</para></listitem> <listitem><para><emphasis role="strong">4.410.5.6</emphasis> Any attempt to install a compound package in the future involves a choice presented to the admin of installing any uninstalled sub-packages.</para></listitem> </orderedlist> </listitem> <listitem><para><emphasis role="strong">4.420.0 Recovering from failed package installation</emphasis></para> <para><emphasis role="strong">4.420.1</emphasis> If any error is generated during package installation, the package is not considered installed. To recover from this failure, the package should be selected for installation again.</para> </listitem> <listitem><para><emphasis role="strong">100.0 Version Upgrade</emphasis> </para> <para><emphasis role="strong">100.1</emphasis> The administrator can upgrade to a new version of a package. This entails</para> <orderedlist> <listitem><para><emphasis role="strong">100.1.1</emphasis> Running any necessary and included upgrade scripts.</para></listitem> <listitem><para><emphasis role="strong">100.1.5</emphasis> Replacing any old files with new versions.</para></listitem> <listitem><para><emphasis role="strong">100.1.10</emphasis> Marking the old version of the package as 'superseded' and disabling it.</para></listitem> <listitem><para><emphasis role="strong">100.1.15</emphasis> Assuming no errors from above, the new package is enabled.</para></listitem> </orderedlist> </listitem> <listitem><para><emphasis role="strong">110.0 Package Deinstall</emphasis> </para> <para><emphasis role="strong">110.1</emphasis> The administrator must be able to deinstall a package that has already been installed. Deinstallation entails:</para> <orderedlist> <listitem><para><emphasis role="strong">110.1.1</emphasis> Running any data model scripts necessary to drop the package.</para></listitem> <listitem><para><emphasis role="strong">110.1.5</emphasis> Moving all of the files into a separate location in the filesystem from the installed packages.</para></listitem> <listitem><para><emphasis role="strong">4.110.1.10</emphasis> If the package is a compound package, then the administrator must confirm removing all sub-packages. Optionally, some sub-packages can be kept.</para></listitem> </orderedlist> <para><emphasis role="strong">110.5</emphasis> Deinstalled packages can be re-installed at a later date.</para> <para><emphasis role="strong">4.110.10</emphasis> If deinstalling a package or any of its sub-packages breaks a dependency, then deinstallation cannot proceed until the package registering the dependency is removed.</para> </listitem> <listitem><para><emphasis role="strong">120.0 Package Deletion</emphasis> </para> <para><emphasis role="strong">120.1</emphasis> The administrator should be able to completely erase all records of the package. This involves removing all instances of the package, all related database tables and content.</para> <para><emphasis role="strong">120.5</emphasis> This option can only be used if all package instances are deleted or marked as disabled. This is purposefully cumbersome because deleting all instances of a package can have far-sweeping consequences throughout a site and should almost never be done.</para> </listitem> <listitem><para><emphasis role="strong">150.0 Scan for new or modified packages</emphasis> </para> <para><emphasis role="strong">150.1</emphasis> The administrator should be able to scan the filesystem for any changes made in any of the installed package files.</para> <para><emphasis role="strong">150.5</emphasis> The administrator should be able to scan the filesystem for any newly installed packages. </para></listitem> </itemizedlist> </sect2> <sect2 id="apm-requirements-sub-admin-intf"> <title>Requirements: The Sub-Site Administrator's Interface</title> <para> If the developer is in charge of creating packages and the administrator for installing them, then the sub-site administrator is responsible for configuring and enabling packages. In order for a package to be available for a sub-site it must be associated with the sub-site's type specification. This interface is part of the sub-site /admin interface. </para> <itemizedlist> <listitem><para><emphasis role="strong">4.300</emphasis> Creating a package instance. </para> <para><emphasis role="strong">4.300.1</emphasis> From the sub-site /admin interface, there should be an option to view all packages available in the system as well as an option to add a package to the subsite.</para> <para><emphasis role="strong">4.300.5</emphasis> From the "add" option, the sub-admin can select from a list of packages registered as available in the sub-site type to which the sub-site belongs.</para> <para><emphasis role="strong">4.300.19</emphasis> Once a package instance is added, it is available on the list of the subsite's available packages.</para> </listitem> <listitem><para><emphasis role="strong">4.305</emphasis> Configuring a package instance. </para> <para><emphasis role="strong">4.305.1</emphasis> An automatic web interface that lists all parameters with current values must be available.</para> <para><emphasis role="strong">4.305.5</emphasis> Changing the values for the parameters is accomplished simply by submitting an HTML form.</para> </listitem> <listitem><para><emphasis role="strong">4.310</emphasis> Enabling a package instance. </para> <para><emphasis role="strong">4.310.1</emphasis> The sub-admin should be able to enable a package with a single click. Enabling a package means that the OpenACS will serve its URLs properly. </para></listitem> <listitem><para><emphasis role="strong">4.315</emphasis> Disabling a package instance. </para> <para><emphasis role="strong">4.315.1</emphasis> The sub-admin should be able to disable a package with a single click. Disabling a package means that the OpenACS will no longer serve those URLs.</para> </listitem> <listitem><para><emphasis role="strong">4.320</emphasis> Deleting a package instance. </para> <para><emphasis role="strong">4.320.1</emphasis> Deleting a package instance involves deleting not only the package instance, but any and all content associated with it. It is questionable whether this option should even be available due to its drastic consequences. Reviewer comments appreciated. </para></listitem> </itemizedlist> </sect2> <sect2 id="apm-requirements-implementation"> <title>Implementation notes</title> <para>Despite the fact that requirements are meant to be design/implementation neutral, the following thoughts were in our head when specifying these requirements. You must be familiar with the new object design for this to be comprehensible.</para> <para>When a package is installed system-wide, a corresponding acs_object_type is created for it. All parameters registered for the package are registered for that acs_object_type.</para> <para>When a package instance is created, it is an acs_object. Its parameters are set using the acs_attribute_values table. The automatic web interface for setting package parameters should be one and the same with the interface for setting acs object attribute values. Consequently, the implementation of these features should be quite straightforward.</para> </sect2> <sect2 id="apm-requirements-rev-history"> <title>Revision History</title> <informaltable> <tgroup cols="4"> <tbody> <row> <entry><emphasis role="strong">Document Revision #</emphasis></entry> <entry><emphasis role="strong">Action Taken, Notes</emphasis></entry> <entry><emphasis role="strong">When?</emphasis></entry> <entry><emphasis role="strong">By Whom?</emphasis></entry> </row> <row> <entry>0.1</entry> <entry>Creation</entry> <entry>8/10/2000</entry> <entry>Bryan Quinn, Todd Nightingale</entry> </row> <row> <entry> </entry> <entry>Reviewed</entry> <entry>8/11/2000</entry> <entry>John Prevost, Mark Thomas, and Pete Su</entry> </row> <row> <entry>0.2</entry> <entry>Revised and updated</entry> <entry>8/12/2000</entry> <entry>Bryan Quinn</entry> </row> <row> <entry>0.3</entry> <entry>Reviewed, revised, and updated - conforms to requirements template.</entry> <entry>8/18/2000</entry> <entry>Kai Wu</entry> </row> <row> <entry>0.4</entry> <entry>Minor edits before ACS 4 Beta.</entry> <entry>9/30/2000</entry> <entry>Kai Wu</entry> </row> </tbody></tgroup></informaltable> </sect2> </sect1>