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Changes between Version 2 and Version 3 of TracNotification

Timestamp:: May 26, 2018, 6:07:36 PM (7 years ago)
Author:: trac
Comment:: --

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TracNotification

-              v2
+              v3
 = Email Notification of Ticket Changes =
+= Email Notification of Ticket Changes
 [[TracGuideToc]]
 Trac supports notification of ticket changes via email.
+Email notification is useful to keep users up-to-date on tickets/issues of interest, and also provides a convenient way to post all ticket changes to a dedicated mailing list. For example, this is how the [http://lists.edgewall.com/archive/trac-tickets/ Trac-tickets] mailing list is set up.
+Disabled by default, notification can be activated and configured in [wiki:TracIni trac.ini].
+== Receiving Notification Mails ==
+When reporting a new ticket or adding a comment, enter a valid email address or your username in the ''reporter'', ''assigned to/owner'' or ''cc'' field. Trac will automatically send you an email when changes are made to the ticket (depending on how notification is configured).
+This is useful to keep up-to-date on an issue or enhancement request that interests you.
+=== How to use your username to receive notification mails ===
+To receive notification mails, you can either enter a full email address or your username. To get notified with a simple username or login, you need to specify a valid email address in the ''Preferences'' page.
+Alternatively, a default domain name ('''`smtp_default_domain`''') can be set in the TracIni file (see [#ConfigurationOptions Configuration Options] below). In this case, the default domain will be appended to the username, which can be useful for an "Intranet" kind of installation.
+Email notification is useful to keep users up-to-date on tickets of interest, and also provides a convenient way to post all ticket changes to a dedicated mailing list.
+Disabled by default, notification can be activated and configured in [TracIni trac.ini].
+== Receiving Notification Mails
+When reporting a new ticket or adding a comment, enter a valid email address or your Trac username in the ''reporter'', ''assigned to/owner'' or ''cc'' field. Trac will automatically send you an email when changes are made to the ticket, depending on how notification is configured.
+=== How to use your username to receive notification mails
+To receive notification mails, you can either enter a full email address or your Trac username. To get notified with a simple username or login, you need to specify a valid email address in your [/prefs preferences].
+Alternatively, a default domain name ('''`smtp_default_domain`''') can be set in the TracIni file, see [#ConfigurationOptions Configuration Options] below. In this case, the default domain will be appended to the username, which can be useful for an "Intranet" kind of installation.
 When using apache and mod_kerb for authentication against Kerberos / Active Directory, usernames take the form ('''`username@EXAMPLE.LOCAL`'''). To avoid this being interpreted as an email address, add the Kerberos domain to  ('''`ignore_domains`''').
+== Configuring SMTP Notification ==
+'''Important:''' For TracNotification to work correctly, the `[trac] base_url` option must be set in [wiki:TracIni trac.ini].
+=== Configuration Options ===
+These are the available options for the `[notification]` section in trac.ini.
+[[TracIni(notification)]]
+=== Example Configuration (SMTP) ===
+{{{
+=== Ticket attachment notifications
+Since 1.0.3 Trac will send notifications when a ticket attachment is added or deleted. Usually attachment notifications will be enabled in an environment by default. To disable the attachment notifications for an environment the `TicketAttachmentNotifier` component must be disabled:
+{{{#!ini
+[components]
+trac.ticket.notification.TicketAttachmentNotifier = disabled
+}}}
+== Configuring SMTP Notification
+'''Important:''' The [[TracIni#trac-base_url-option|[trac] base_url]] option must be configured for links in the notification message to be correctly generated.
+=== Configuration Options
+These are the available options for the `[notification]` section in trac.ini:
+[[TracIni(section=notification)]]
+=== Example Configuration (SMTP)
+{{{#!ini
 [notification]
 smtp_enabled = true
 …
 }}}
 === Example Configuration (`sendmail`) ===
 {{{
+=== Example Configuration (`sendmail`)
+{{{#!ini
 [notification]
 smtp_enabled = true
 …
 }}}
+=== Customizing the e-mail subject ===
+=== Subscriber Configuration
+The default subscriptions are configured in the [TracIni#notification-subscriber-section "[notification-subscriber]"] section.
+[[TracIni(section=notification-subscriber)]]
+Each user can override these defaults in their ''Notifications'' preferences.
+For example to unsubscribe from notifications for one's own changes and comments, the rule "Never notify: I update a ticket" should be added above other subscription rules.
+The subscription rule name on the left side of the `=` can be anything, it has no meaning outside this configuration file. The subscriber name on the right side of the `=` must be one of the subscribers listed in the above table.
+The following attributes of default subscriptions can be configured:
+* `.distributor` (Default: `email`)
+  * Other values require plugins. For example `on-site` requires th:OnSiteNotificationsPlugin.
+* `.priority` (Default: `100`)
+  * Smaller values override larger values.
+  * If you use `0`, then users will not be able to override this rule.
+* `.adverb` (Default: `always`)
+  * `never` can be used to silence other subscription rules with higher values.
+* `.format` (Default: `text/plain`)
+  * Other values require plugins. For example `text/html` requires th:TracHtmlNotificationPlugin.
+=== Example Configuration (default subscriptions)
+{{{#!ini
+[notification-subscriber]
+always_notify_owner = TicketOwnerSubscriber
+always_notify_owner.distributor = email
+always_notify_owner.priority = 100
+always_notify_owner.adverb = always
+always_notify_owner.format = text/plain
+always_notify_previous_updater = TicketPreviousUpdatersSubscriber
+never_notify_updater = TicketUpdaterSubscriber
+never_notify_updater.adverb = never
+never_notify_updater.priority = 0
+notify_cc_html = CarbonCopySubscriber
+notify_cc_html.format = text/html
+}}}
+=== Customizing the e-mail subject
 The e-mail subject can be customized with the `ticket_subject_template` option, which contains a [http://genshi.edgewall.org/wiki/Documentation/text-templates.html Genshi text template] snippet. The default value is:
 {{{
 $prefix #$ticket.id: $summary
+{{{#!genshi
+${prefix} #${ticket.id}: ${summary}
 }}}
 The following variables are available in the template:
  * `env`: The project environment (see [trac:source:/trunk/trac/env.py env.py]).
+ * `env`: The project environment object (see [trac:source:/trunk/trac/env.py env.py]).
  * `prefix`: The prefix defined in `smtp_subject_prefix`.
  * `summary`: The ticket summary, with the old value if the summary was edited.
+ * `ticket`: The ticket model object (see [trac:source:/trunk/trac/ticket/model.py model.py]). Individual ticket fields can be addressed by appending the field name separated by a dot, e.g. `$ticket.milestone`.
+=== Customizing the e-mail content ===
+The notification e-mail content is generated based on `ticket_notify_email.txt` in `trac/ticket/templates`.  You can add your own version of this template by adding a `ticket_notify_email.txt` to the templates directory of your environment. The default looks like this:
+{{{
+$ticket_body_hdr
+$ticket_props
+{% choose ticket.new %}\
+{%   when True %}\
+$ticket.description
+{%   end %}\
+{%   otherwise %}\
+{%     if changes_body %}\
+ * `ticket`: The ticket model object (see [trac:source:/trunk/trac/ticket/model.py model.py]). Individual ticket fields can be accessed by appending the field name separated by a dot, eg `${ticket.milestone}`.
+=== Customizing the e-mail content
+The notification e-mail content is generated based on `ticket_notify_email.txt` in `trac/ticket/templates`. You can add your own version of this template by adding a `ticket_notify_email.txt` to the templates directory of your environment. The default is:
+{{{#!genshi
+${ticket_body_hdr}
+${ticket_props}
+# if ticket.new:
+${ticket.description}
+# else:
+#   if changes_body:
 ${_('Changes (by %(author)s):', author=change.author)}
 $changes_body
+{%     end %}\
+{%     if changes_descr %}\
+{%       if not changes_body and not change.comment and change.author %}\
+${changes_body}
+#   endif
+#   if changes_descr:
+#     if not changes_body and not change.comment and change.author:
 ${_('Description changed by %(author)s:', author=change.author)}
+{%       end %}\
 $changes_descr
+#     endif
+${changes_descr}
 --
+{%     end %}\
+{%     if change.comment %}\
+${changes_body and _('Comment:') or _('Comment (by %(author)s):', author=change.author)}
+$change.comment
+{%     end %}\
+{%   end %}\
+{% end %}\
+--
+#   endif
+#   if change.comment:
+${_('Comment:') if changes_body else
+  _('Comment (by %(author)s):', author=change.author)}
+${change.comment}
+#   endif
+# endif
+--
 ${_('Ticket URL: <%(link)s>', link=ticket.link)}
+$project.name <${project.url or abs_href()}>
+$project.descr
+}}}
+== Sample Email ==
+${project.name} <${project.url or abs_href()}>
+${project.descr}
+}}}
+See the [trac:CookBook/Notification/Templates cookbook] for additional template customization recipes.
+== Sample Email
 {{{
 #42: testing
 …
 ---------------------------+------------------------------------------------
 Changes:
   * component:  changset view => search system
+  * component:  changeset view => search system
   * priority:  low => highest
   * owner:  jonas => anonymous
 …
 }}}
+== Customizing e-mail content for MS Outlook ==
+Out-of-the-box, MS Outlook normally presents plain text e-mails with a variable-width font; the ticket properties table will most certainly look like a mess in MS Outlook. This can be fixed with some customization of the [#Customizingthee-mailcontent e-mail template].
+Replace the following second row in the template:
+{{{
+$ticket_props
+}}}
+with this instead (''requires Python 2.6 or later''):
+{{{
+--------------------------------------------------------------------------
+{% with
+   pv = [(a[0].strip(), a[1].strip()) for a in [b.split(':') for b in
+         [c.strip() for c in
+          ticket_props.replace('|', '\n').splitlines()[1:-1]] if ':' in b]];
+   sel = ['Reporter', 'Owner', 'Type', 'Status', 'Priority', 'Milestone',
+          'Component', 'Severity', 'Resolution', 'Keywords'] %}\
+${'\n'.join('%s\t%s' % (format(p[0]+':', ' <12'), p[1]) for p in pv if p[0] in sel)}
+{% end %}\
+--------------------------------------------------------------------------
+}}}
+The table of ticket properties is replaced with a list of a selection of the properties. A tab character separates the name and value in such a way that most people should find this more pleasing than the default table, when using MS Outlook.
+{{{#!div style="margin: 1em 1.75em; border:1px dotted"
+{{{#!html
+#42: testing<br />
+--------------------------------------------------------------------------<br />
+<table cellpadding=0>
+<tr><td>Reporter:</td><td>jonas@example.com</td></tr>
+<tr><td>Owner:</td><td>anonymous</td></tr>
+<tr><td>Type:</td><td>defect</td></tr>
+<tr><td>Status:</td><td>assigned</td></tr>
+<tr><td>Priority:</td><td>lowest</td></tr>
+<tr><td>Milestone:</td><td>0.9</td></tr>
+<tr><td>Component:</td><td>report system</td></tr>
+<tr><td>Severity:</td><td>major</td></tr>
+<tr><td>Resolution:</td><td> </td></tr>
+<tr><td>Keywords:</td><td> </td></tr>
+</table>
+--------------------------------------------------------------------------<br />
+Changes:<br />
+<br />
+&nbsp;&nbsp;* component: &nbsp;changset view =&gt; search system<br />
+&nbsp;&nbsp;* priority: &nbsp;low =&gt; highest<br />
+&nbsp;&nbsp;* owner: &nbsp;jonas =&gt; anonymous<br />
+&nbsp;&nbsp;* cc: &nbsp;daniel@example.com =&gt;<br />
+&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;daniel@example.com, jonas@example.com<br />
+&nbsp;&nbsp;* status: &nbsp;new =&gt; assigned<br />
+<br />
+Comment:<br />
+I'm interested too!<br />
+<br />
+--<br />
+Ticket URL: &lt;http://example.com/trac/ticket/42&gt;<br />
+My Project &lt;http://myproj.example.com/&gt;<br />
+}}}
+}}}
+**Important**: Only those ticket fields that are listed in `sel` are part of the HTML mail. If you have defined custom ticket fields which shall be part of the mail they have to be added to `sel`, example:
+{{{
+   sel = ['Reporter', ..., 'Keywords', 'Custom1', 'Custom2']
+}}}
+However, it's not as perfect as an automatically HTML-formatted e-mail would be, but presented ticket properties are at least readable by default in MS Outlook...
+== Using GMail as the SMTP relay host ==
+Use the following configuration snippet
+{{{
+== Using GMail as the SMTP relay host
+Use the following configuration snippet:
+{{{#!ini
 [notification]
 smtp_enabled = true
 …
 }}}
 where ''user'' and ''password'' match an existing GMail account, ''i.e.'' the ones you use to log in on [http://gmail.com]
+where ''user'' and ''password'' match an existing GMail account, ie the ones you use to log in on [http://gmail.com].
 Alternatively, you can use `smtp_port = 25`.[[br]]
+You should not use `smtp_port = 465`. It will not work and your ticket submission may deadlock. Port 465 is reserved for the SMTPS protocol, which is not supported by Trac. See [trac:comment:2:ticket:7107 #7107] for details.
+== Filtering notifications for one's own changes and comments ==
+In Gmail, use the filter:
+{{{
+from:(<smtp_from>) (("Reporter: <username>" -Changes -Comment) OR "Changes (by <username>)" OR "Comment (by <username>)")
+}}}
+to delete these notifications.
+In Thunderbird, there is no such solution if you use IMAP
+(see http://kb.mozillazine.org/Filters_(Thunderbird)#Filtering_the_message_body).
+You can also add this plugin:
+http://trac-hacks.org/wiki/NeverNotifyUpdaterPlugin, or vote for [trac:#2247] to be fixed.
+== Troubleshooting ==
+If you cannot get the notification working, first make sure the log is activated and have a look at the log to find if an error message has been logged. See TracLogging for help about the log feature.
+Notification errors are not reported through the web interface, so the user who submit a change or a new ticket never gets notified about a notification failure. The Trac administrator needs to look at the log to find the error trace.
+=== ''Permission denied'' error ===
+You should not use `smtp_port = 465`. Doing so may deadlock your ticket submission. Port 465 is reserved for the SMTPS protocol, which is not supported by Trac. See [trac:comment:2:ticket:7107 #7107] for details.
+== Troubleshooting
+If notifications are not working, inspect the [TracLogging log] for error messages.
+Notification errors are not always reported through the web interface, so the user who submits a change or creates a ticket may not get notified about a notification failure. The Trac administrator needs to look at the log to find the error message and traceback.
+=== ''Permission denied'' error
 Typical error message:
 {{{
+{{{#!sh
   ...
   File ".../smtplib.py", line 303, in connect
 …
 }}}
 This error usually comes from a security settings on the server: many Linux distributions do not let the web server (Apache, ...) to post email message to the local SMTP server.
+This error usually comes from a security settings on the server: many Linux distributions do not allow the web server (Apache, ...) to post email messages to the local SMTP server.
 Many users get confused when their manual attempts to contact the SMTP server succeed:
 {{{
+{{{#!sh
 telnet localhost 25
 }}}
 The trouble is that a regular user may connect to the SMTP server, but the web server cannot:
 {{{
+This is because a regular user may connect to the SMTP server, but the web server cannot:
+{{{#!sh
 sudo -u www-data telnet localhost 25
 }}}
 In such a case, you need to configure your server so that the web server is authorized to post to the SMTP server. The actual settings depend on your Linux distribution and current security policy. You may find help browsing the Trac [trac:MailingList MailingList] archive.
+In such a case, you need to configure your server so that the web server is authorized to post to the SMTP server. The actual settings depend on your Linux distribution and current security policy. You may find help in the Trac [trac:MailingList MailingList] archive.
 Relevant ML threads:
 …
 For SELinux in Fedora 10:
 {{{
+{{{#!sh
 $ setsebool -P httpd_can_sendmail 1
 }}}
+=== ''Suspected spam'' error ===
+=== ''Suspected spam'' error
 Some SMTP servers may reject the notification email sent by Trac.
+The default Trac configuration uses Base64 encoding to send emails to the recipients. The whole body of the email is encoded, which sometimes trigger ''false positive'' SPAM detection on sensitive email servers. In such an event, it is recommended to change the default encoding to "quoted-printable" using the `mime_encoding` option.
+Quoted printable encoding works better with languages that use one of the Latin charsets. For Asian charsets, it is recommended to stick with the Base64 encoding.
+=== ''501, 5.5.4 Invalid Address'' error ===
+On IIS 6.0 you could get a
+{{{
+Failure sending notification on change to ticket #1: SMTPHeloError: (501, '5.5.4 Invalid Address')
+}}}
+in the trac log. Have a look [http://support.microsoft.com/kb/291828 here] for instructions on resolving it.
+The default Trac configuration uses Base64 encoding to send emails to the recipients. The whole body of the email is encoded, which sometimes trigger ''false positive'' spam detection on sensitive email servers. In such an event, change the default encoding to "quoted-printable" using the `mime_encoding` option.
+Quoted printable encoding works better with languages that use one of the Latin charsets. For Asian charsets, stick with the Base64 encoding.
 ----
 See also: TracTickets, TracIni, TracGuide
+See also: TracTickets, TracIni, TracGuide, [trac:TracDev/NotificationApi]