egroupware_official/setup/doc/setup3.lyx

#LyX 1.1 created this file. For more info see http://www.lyx.org/
\lyxformat 218
\textclass docbook
\begin_preamble
<!entity header system "header.sgml">
\end_preamble
\language english
\inputencoding default
\fontscheme default
\graphics dvips
\paperfontsize default
\spacing single 
\papersize Default
\paperpackage a4
\use_geometry 0
\use_amsmath 0
\paperorientation portrait
\secnumdepth 3
\tocdepth 3
\paragraph_separation indent
\defskip smallskip
\quotes_language english
\quotes_times 2
\papercolumns 1
\papersides 1
\paperpagestyle default

\layout Title
\added_space_top vfill \added_space_bottom vfill 
EGroupware Setup
\layout Date

June 18, 2001 
\layout Author


\latex latex 
<firstname>Miles</firstname> <surname>Lott</surname>
\layout Abstract

A developer introduction to using the next generation setup application
 for egroupware.
\layout Section

Introduction
\layout Subsection

Welcome
\layout Standard


\series medium 
Thanks for taking the time to look over this document.
 If you are a developer who is new to egroupware, this document will be
 invaluable to your success during the life of your application.
 This is in addition to the other fine documentation available in the phpgwapi/d
oc directory in your install.
 Even long-time phpgw developers should benefit this document.
 Herein, I will attempt to outline the critical steps required in order
 to get along with setup3, setup-TNG, or whatever we end up calling it (Hey,
 how about 'setup'?)
\layout Subsection

Overview
\layout Standard


\series medium 
With setup3, we introduce several new capabilities and technologies for
 the developer and end user alike.
 Michael Dean was kind enough to offer up schema_proc to form the core of
 an abstracted and database-independent upgrade process.
 This enables developers to write a single set of upgrades and table definitions
, which should then work on MySQL and PostgreSQL, or any other database
 type we might add in the future.
\layout Standard


\series medium 
Adding to this to control the process was a good chunk of the old setup
 program, written by Dan Kuykendall (Seek3r).
 Dan had everything to do with the new dependencies support and with the
 format of the $setup_info array in setup3.
\layout Standard


\series medium 
Setup3 adds multi-language support for the setup application, a long missed
 feature, I would imagine.
\layout Standard


\series medium 
Setup3 gives each application developer control over their application install
 and upgrade processes, while giving them access to work within a realm
 formerly owned by only the former core egroupware applications.
 Yes, this is extra work for the developer.
 But it is hoped that setup3 is also viewed as a tool that can truly enhance
 the development process
\series default 
.
\layout Standard


\series medium 
OK.
 Let's dive right in...
\layout Section

Application setup files
\layout Standard

The files in this section are contained within each application/setup directory.
 Every app will some of these files in order to operate with setup3.
\layout Subsection

setup.inc.php (Required)
\layout Subsubsection

Basic information
\layout Standard


\series bold 
The values in this section must be used by all applications.
\layout Standard


\series medium 
The first section of setup.inc.php defines the very basic and yet critical
 information about the app
\series default 
lication
\series medium 
.
 Take a look at the following section:
\layout Code


\series medium 
$setup_info['addressbook']['name'] = 'addressbook';
\layout Code

$setup_info['addressbook']['title'] = 'Addressbook';
\layout Code

$setup_info['addressbook']['version'] = '0.9.13.002';
\layout Code

$setup_info['addressbook']['app_order'] = 4;
\layout Code

$setup_info['addressbook']['enable'] = 1;
\layout Standard


\series medium 
'name' is used throughout egroupware, typically in $phpgw_info flags such
 as 'currentapp' or as the 'app_name' almost everywhere else.
\layout Standard


\series medium 
'title' would be used in the navbar, admin, preferences, as well as in the
 application itself.
\layout Standard


\series medium 
The 'version' string defines the version of the application and table code.
 This would be incremented whenever you create a new upgrade function, and
 typically only for table modifications.
 If the change is significant from the last code update, you could increment
 this here also.
 Incrementing this version string is not trivial, so please do read the
 rest of this document for more information about that.
\layout Standard


\series medium 
'app_order' determines the order of applications in the navbar.
 If the number you set here is the same as is set for another app, the app
 whose 'name' is first in the English alphabet would appear first.
 Smaller numbers show closer to the top or left end of the navbar, depending
 upon the layout.
\layout Standard


\series medium 
The 'enable' string is used by the egroupware API to determine whether
 an application is disabled, enabled, or enabled but hidden from the navbar.
 Most applications will want this set to a value of 1 (enabled).
 The notifywindow app sets this to 2, which keeps it off the navbar.
 An enable of 0 would disable the app by default.
 There is one other special case, 3, which is used primarily by the API
 itself.
 From the perspective of setup3, the API is an application just like any
 other application.
 By setting the 'enable' flag to 3, the API is still enabled, but will not
 be assignable to a user as a real application.
 It will thereby be hidden from the admin for application and user/group
 editing.
\layout Subsubsection

Table info
\layout Paragraph

Only applications with database tables will use entries in this section.
\layout Standard


\series medium 
The next section of $setup_info values is an array defining all of the applicati
on's database tables:
\layout Code


\series medium 
$setup_info['addressbook']['tables'] = array(
\layout Code

    
\series medium 
'phpgw_addressbook',
\layout Code

    
\series medium 
'phpgw_addressbook_extra'
\layout Code


\series medium 
);
\layout Standard


\series medium 
This is a simple array, and must list accurately the current table names
 you are using in your application.
 This list will match a much more complex array of table specifications,
 as you will see below.
\layout Subsubsection

Hooks
\layout Paragraph

Some applications will use this section.
\layout Standard


\series medium 
The hooks array part of $setup_info contains a simple list of hooks the
 application will use:
\layout Code


\series medium 
$setup_info['addressbook']['hooks'][] = 'preferences';
\layout Code


\series medium 
$setup_info['addressbook']['hooks'][] = 'admin';
\layout Standard


\series medium 
Here we also note a different method of 'stuffing the array.' In any case,
 this list of hooks will be required soon in order for your hook_admin.inc.php
 and other files to work.
 This is being done to cut down on the manual directory listing and file_exists
 loops done currently to discover hook files.
 Other than 'preferences' and 'admin', 'home', 'manual', 'after_navbar'
 and 'navbar_end' are all valid hook entries.
\layout Subsubsection

Dependencies
\layout Paragraph

All applications will have at least one entry here.
\layout Standard


\series medium 
The final section, or array of data, is a listing of the other applications
 your application requires in order to function:
\layout Code


\series medium 
$setup_info['addressbook']['depends'][] = array(
\layout Code

    
\series medium 
'appname' => 'phpgwapi', 
\layout Code

    
\series medium 
'versions' => Array(
\layout Code

        
\series medium 
'0.9.10',
\layout Code

        
\series medium 
'0.9.11',
\layout Code

        
\series medium 
'0.9.12',
\layout Code

        
\series medium 
'0.9.13'
\layout Code

    
\series medium 
) 
\layout Code


\series medium 
);
\layout Standard


\series medium 
This is the standard dependency array for all egroupware applications.
 It states that this application requires the phpgwapi, and lists the versions
 with which versions this app is compatible.
 This list would need to be appended upon each new API release, assuming
 your application is compatible with this new API version.
 You may list other applications here, e.g.
 your app might depend upon 'email' in order to work properly.
\layout Standard


\series medium 
Do 
\series bold 
NOT
\series medium 
 list applications here without considering this: If you do list an application
 here, and your app does not really require it, your application will not
 install unless that other application is already installed.
 This is handled normally within the install/upgrade process loops, which
 will install only applications whose dependencies are satisfied.
 Using a multipass function, the applications are installed in the correct
 order to ensure that dependencies are resolved.
 In all cases, the API would be installed first in every new install or
 upgrade, since all applications depend on the API.
\layout Subsection

tables_baseline.inc.php (Recommended)
\layout Subsubsection

Any application that has at least one upgrade routine will have this file.
\layout Standard


\series medium 
The tables_baseline file represents the earliest supported version of an
 application's tables.
 This file is used only in the upgrade process, and is critical to its success.
 It contains an array of database-independent table, field, key and index
 definitions.
\layout Standard


\series medium 
This array is formatted for use by the class.schema_proc_array.inc.php file
 in setup3.
 See the 
\series default 
tables_update
\series medium 
 section below for more detail about schema_proc, but for now, here is a
 simple table definition in this format:
\layout Code


\series medium 
$phpgw_baseline = array(
\layout Code

    
\series medium 
'skel' => array(
\layout Code

        
\series medium 
'fd' => array(
\layout Code

            
\series medium 
'skel_id' => array('type' => 'auto','nullable' => false),
\layout Code

            
\series medium 
'skel_owner' => array('type' => 'varchar','precision' => 25),
\layout Code

            
\series medium 
'skel_access' => array('type' => 'varchar','precision' => 10),
\layout Code

            
\series medium 
'skel_cat' => array('type' => 'int','precision' => 4),
\layout Code

            
\series medium 
'skel_des' => array('type' => 'text'),
\layout Code

            
\series medium 
'skel_pri' => array('type' => 'int','precision' => 4)
\layout Code

        
\series medium 
),
\layout Code

        
\series medium 
'pk' => array('skel_id'),
\layout Code

        
\series medium 
'fk' => array(),
\layout Code

        
\series medium 
'ix' => array(),
\layout Code

        
\series medium 
'uc' => array()
\layout Code

    
\series medium 
) 
\layout Code


\series medium 
);
\layout Standard


\series medium 
This multi-dimensional array contains 1 subarray with 5 subs of its own.
 The first array ('skel' above) defines the table name.
 Below that are 5 sections, 'fd' for field definitions, 'pk' to define primary
 keys, 'fk' to define foreign keys, 'ix' to define indexed fields, and 'uc'
 to define columns that require unique values.
 In the above example, the table 'skel' has 6 fields (skel_id, skel_owner,
 skel_access, skel_cat, skel_des, skel_pri), and 'skel_id' is defined also
 as the primary key for this table.
 More information on this array is below.
 But, this format was chosen as an available solution for defining tables
 and fields without having to maintain seperate files for different databases.
\layout Subsection

tables_current.inc.php (Recommended)
\layout Subsubsection

All applications with tables will need this file.
\layout Standard


\series medium 
The tables_current file defines the current table definition that matches
 the 'version' string in $setup_info as well as the current code.
 This file is used only for new installs, or whenever the application is
 removed and reinstalled.
 The format and name of the array in this file is the same as for the tables_bas
eline file listed above.
 In fact, whenever it is required to change your table definitions, you
 would start by copying the current file over to become the tables_baseline
 file.
 After having created your upgrade routines, you would then recreate the
 current file to match the new table definitions.
\layout Subsection

tables_update.inc.php (Recommended)
\layout Subsubsection

Any application which requires an upgrade to a previous version's tables
 will need this file.
\layout Standard


\series medium 
This file will be the most complex of all setup-oriented files with which
 you will be working.
 It will contain all upgrade functions capable of upgrading any possible
 version of your egroupware app.
 These upgrade routines roughly match the old setup program's upgrade functions,
 but the use of objects and the methods have changed dramatically.
 The simplest version upgrade routine would look like:
\layout Code


\series medium 
$test[] = "0.9.3pre10";
\layout Code


\series medium 
function addressbook_upgrade0_9_3pre10()
\layout Code


\series medium 
{
\layout Code

    
\series medium 
global $setup_info;
\layout Code

    
\series medium 
$setup_info['addressbook']['currentver'] = '0.9.3';
\layout Code

    
\series medium 
return $setup_info['addressbook']['currentver'];
\layout Code


\series medium 
}
\layout Standard


\series medium 
This upgrade function merely updates the current version number.
 Note that there is not only an upgrade function, but also the setting of
 a value in the $test array.
 The name 'test' is a holdover from the old setup program, and is an arbitrary
 choice.
 However, this name must be used for the upgrade process to work.
 Prior to each of your upgrade functions, add the value of the previous
 version to $test.
\layout Standard


\series medium 
Now look at the function name.
 The name is important and should be structured as the application name
 and the version from which you are intending to upgrade.
 The '.'s in the version string are replaced with '_'.
\layout Standard


\series medium 
Inside the function, we global the $setup_info array.
 Next, we alter the version number in that array, for our application.
 Please be careful to specify YOUR application name here.
 The very last thing we do is to return this new version to the calling
 function.
 The upgrade process relies on the value returned, since it uses this directly
 to determine the new version.
 This may appear illogical on some level, but it does work.
 The reason for returning this value instead of a True or 1, etc.
 has to do with variable scope and lifetime.
 In this way, even the globaling of $setup_info inside the function may
 have little effect on the upgrade process.
 But, there may be values in this array you would want to use within the
 function.
 More on that later.
\layout Standard


\series medium 
There is one other variable you would need if doing any database operations
 here.
 If you global $phpgw_setup, you will then have access to db and schema_proc
 objects and functions.
 The objects of interest here are:
\layout Itemize


\series medium 
$phpgw_setup->oProc
\layout Itemize


\series medium 
$phpgw_setup->db.
\layout Standard


\series medium 
For most database work you should use the oProc object.
 This also has a db object that should be used for most standard phpgw API
 db class functions, including $db->query, next_record, num_rows, and f.
 The use of these for standard db operations is critical to the upgrade
 process.
 Schema_proc has a flag that can be set to determine what mode of upgrade
 we are in.
 This flag is set in the setup class during the upgrade process, and should
 not be altered locally.
\layout Standard


\series medium 
This flag is a decision on whether to alter the database or the schema_proc
 array.
 The tables_baseline file above is loaded by setup prior to running your
 upgrade routines.
 If the current installed version is greater than the current upgrade routine,
 we don't need to alter the database yet.
 But schema_proc instead alters the $phpgw_baseline array in memory.
 The maintenance of this array is done even when we do alter the database.
 Once our version number in the test array matches the currently installed
 version of an application, real work on the tables begins.
\layout Standard


\series medium 
'Why bother modifying this array at all', you may ask.
 The array must be maintained in order to keep current table definition
 status.
 This is used in some schema_proc functions when altering columns and tables.
 This is especially critical for pgsql schema_proc functions.
\layout Standard


\series medium 
By using the $phpgw_setup->oProc object for basic inserts and queries, we
 acheive the ability to run all upgrade functions in every upgrade cycle
 without actually altering the database until we reach the current version
 we actually want to upgrade.
 For example:
\layout Code


\series medium 
$sql = "SELECT * FROM phpgw_addressbook_extra WHERE contact_name='notes'";
\layout Code


\series medium 
$phpgw_setup->oProc->query($sql,__LINE__,__FILE__);
\layout Code


\series medium 
while($phpgw_setup->oProc->next_record()) {
\layout Standard


\series medium 
We could have used $phpgw_setup->db or even a copy for the above activity.
 However, using the above method ensures that an array only upgrade does
 just that.
 If the flag was set in setup telling schema_proc to alter the array only,
 we do not want to touch the tables for inserts or selects yet.
 In this case, $phpgw_setup->oProc->next_record() returns False, and the
 loop is skipped.
 The $phpgw_baseline array does not know about table content, only table
 and field definitions.
\layout Standard


\series medium 
If the upgrade function containing this method is actually working on the
 tables (currentver <= the upgrade function), then next_record() is returned
 as the expected action of pulling the next row of data.
 Inside of this while loop, you can safely use $phpgw_setup->db, or preferably
 a copy, to do the insert/delete, etc you want to have happen here.
\layout Code

    $cid = $phpgw_setup->oProc->f('contact_id');
\layout Code

    $cvalu = $phpgw_setup->oProc->f('contact_value');
\layout Code

    
\series medium 
$update = "UPDATE phpgw_addressbook set note='" .
 $cvalu .
 "' WHERE id=" .
 $cid;
\layout Code

    
\series medium 
$db1->query($update);
\layout Code

    
\series medium 
$delete = "DELETE FROM phpgw_addressbook_extra WHERE contact_id=" .
 $cid .
 " AND contact_name='notes'";
\layout Code

    
\series medium 
$db1->query($delete);
\layout Code

}
\layout Standard


\series medium 
$db1 is a copy of $phpgw_setup->db, to avoid potential conflicts with the
 rest of setup's db activities.
\layout Standard

In addition to the basic API db class functions, schema_proc introduces
 the following special functions:
\layout Code

function DropTable($sTableName)
\layout Code

function DropColumn($sTableName, $aTableDef, $sColumnName)
\layout Code

function RenameTable($sOldTableName, $sNewTableName)
\layout Code

function RenameColumn($sTableName, $sOldColumnName, $sNewColumnName)
\layout Code

function AlterColumn($sTableName, $sColumnName, $aColumnDef)
\layout Code

function AddColumn($sTableName, $sColumnName, $aColumnDef)
\layout Code

function CreateTable($sTableName, $aTableDef)
\layout Standard

Please use these functions where appropriate in place of standard SQL CREATE,
 DROP, and ALTER TABLE commands.
 This will ensure that your upgrade script works for all supported databases.
\layout Standard

Of these functions, DropTable, RenameTable, and RenameColumn are pretty
 straightforward.
 Pass these the table names you wish to Drop/Rename, and schema_proc will
 handle the rest, including indexes and sequences, where applicable.
\layout Standard

The remaining functions require some explanation:
\layout Itemize

CreateTable:
\layout Code

$phpgw_setup->oProc->CreateTable(
\layout Code

    'categories', array(
\layout Code

        'fd' => array(
\layout Code

            'cat_id' => array('type' => 'auto','nullable' => false),
\layout Code

            'account_id' => array('type' => 'int','precision' => 4,'nullable'
 => false, 'default' => 0),
\layout Code

            'app_name' => array('type' => 'varchar','precision' => 25,'nullable'
 => false),
\layout Code

            'cat_name' => array('type' => 'varchar', 'precision' => 150,
 'nullable' => false),
\layout Code

            'cat_description' => array('type' => 'text', 'nullable' => false)
\layout Code

        ),
\layout Code

        'pk' => array('cat_id'),
\layout Code

        'ix' => array(),
\layout Code

        'fk' => array(),
\layout Code

        'uc' => array()
\layout Code

    )
\layout Code

);
\layout Standard

Does this look familiar? The array passed to CreateTable is in the format
 used also in tables_baseline and tables_current.
 Note a slight difference where the table name is being passed as a seperate
 argument.
 The second argument to the function is the table definition array, starting
 with 'fd'.
\layout Itemize

AddColumn:
\layout Code

$phpgw_setup->oProc->AddColumn('phpgw_categories','cat_access',array('type'
 => 'varchar', 'precision' => 25));
\layout Standard

Here we pass the table name of an existing table, the new column name, and
 a field definition.
 This definition is merely a slice of the table arrays found earlier in
 this document.
\layout Itemize

AlterColumn:
\layout Code

$phpgw_setup->oProc->AlterColumn('phpgw_sessions','session_action',array('type'
 => 'varchar', 'precision' => '255'));
\layout Standard

The format of this function matches AddColumn.
 It is also a simple case of passing the table name, field name, and field
 definition.
\layout Itemize

DropColumn:
\layout Code

$newtbldef = array(
\layout Code

    "fd" => array(
\layout Code

        'acl_appname' => array('type' => 'varchar', 'precision' => 50),
\layout Code

        'acl_location' => array('type' => 'varchar', 'precision' => 255),
\layout Code

        'acl_account' => array('type' => 'int', 'precision' => 4),
\layout Code

        'acl_rights' => array('type' => 'int', 'precision' => 4)
\layout Code

    ),
\layout Code

    'pk' => array(),
\layout Code

    'ix' => array(),
\layout Code

    'fk' => array(),
\layout Code

    'uc' => array()
\layout Code

);
\layout Code

$phpgw_setup->oProc->DropColumn('phpgw_acl',$newtbldef,'acl_account_type');
\layout Standard

This is the most complicated function in schema_proc, from the user's perspectiv
e.
 Its complexity is necessitated by the requirement of some databases to
 recreate a table in the case of dropping a column.
 Note that the table definition array is being used yet again.
 The array defined here should match the table definition you want after
 this function has completed.
 Here, we are dropping the column 'acl_account_type' from the table 'phpgw_acl',
 and the table definition does not have this column defined.
 You could copy information from your tables_current file here and edit
 it to match the desired new table spec, less the column you wish to drop.
\layout Standard

There are additional functions within schema_proc, the majority of which
 are not to be called directly.
 They are used internally.
 If you do wish to investigate further, use class.schema_proc.inc.php as your
 guide.
 This master file includes the class.schema_proc_DBMS.inc.php and class.schema_proc_
array.inc.php files.
 The DBMS files should not be used as a guide, since their functions are
 called from the master class, and the parameters are different from what
 you might expect relative to the master.
\layout Standard


\series bold 
PLEASE, DO NOT WRITE TO OR ALTER ANOTHER APPLICATION'S TABLES OR THE API
 TABLES IN YOUR APPLICATION UPGRADE FUNCTIONS!
\layout Subsection

default_records.inc.php (Optional)
\layout Subsubsection

Any application with tables that wants to load some default data will need
 this file.
\layout Standard

The default_records file consists of a list of SQL INSERTs using the $oProc
 object directly:
\layout Code

$oProc->query("INSERT INTO phpgw_inv_statuslist (status_name) VALUES ('available
')");
\layout Code

$oProc->query("INSERT INTO phpgw_inv_statuslist (status_name) VALUES ('no
 longer available')");
\layout Code

$oProc->query("INSERT INTO phpgw_inv_statuslist (status_name) VALUES ('back
 order')");
\layout Standard

In this case, the developer wanted to insert some status information, which
 was then used in a select box on an html form.
 Using the default_records file, every new install will have this data included.
 This file should consist of queries applicable to the tables defined in
 setup.inc.php and tables_current.inc.php.
\layout Subsection

test_data.inc.php (Optional)
\layout Subsubsection

Any developer wanting to test the full list of upgrade routines can use
 this file.
\layout Standard

test_data.inc.php is similar to default_records above.
 It is called only by schematoy.php and is never installed with a new install
 or upgrade.
 This is a developer-only file.
 The INSERTs here should be applicable to the tables_baseline table definitions.
\layout Subsection

language files (Required)
\layout Subsubsection

All applications should have at least a file of English translations, used
 for their application lang() calls.
\layout Itemize

Format of a lang file:
\layout Code

{phrase}{TAB}{appname}{TAB}{LANG_CODE}{TAB}{translation}
\layout Code

    e.g:
\layout Code

first name    common    en    First Name
\layout Code

first name    common    de    Vorname
\layout Itemize

Filenames:
\layout Code

phpgw_{LANG_CODE}.lang
\layout Code

  e.g.
\layout Code

English: phpgw_en.lang
\layout Code

German: phpgw_de.lang
\layout Standard

Please see the contents of the API 'languages' table for the correct setting
 of the LANG_CODE.
\layout Section

Developer Tools
\layout Subsection

sqltoarray.php
\layout Subsubsection

Displays the current schema_proc array defining an application's tables.
\layout Standard

This web application reads the current table status live from the database.
 It then parses this information into a hopefully correct table definition
 array for schema_proc.
 Upon visiting this app, you are shown a list of currently installed application
s with defined tables.
 You may then select one app or all apps, and then submit the form.
 From this form you may then download a tables_current file, suitable for
 commission to cvs.
 Please do check the format to make sure the definitions are correct.
\layout Subsection

schematoy.php
\layout Subsubsection

Runs the full cycle of upgrades, including optional test_data.
\layout Standard

This app is not beautiful, may bomb on you, and will definitely drop your
 application's tables.
 The display is similar to the user/admin tool, applications.php.
 You are shown a list of apps with tables.
 Select one app, and enter a target version.
 Upon submission of the form:
\layout Itemize

All application tables are dropped.
\layout Itemize

tables_baseline.inc.php is loaded.
\layout Itemize

test_data.inc.php is loaded
\layout Itemize

tables_update.inc.php is loaded.
\layout Itemize

a full application upgrade test begins.
\layout Standard

This will give a LOT of debugging output.
 Depending on your database, the process may take quite awhile.
 This tool should be considered as a destructive test of the full upgrade
 cycle.
 If the upgrade process is successful, you can then check the loaded test_data
 to see that it is still in place as expected after all the table modifications,
 etc.
 If not, it should be clear where the error has occurred.
 Look for the usual INVALID SQL warnings, among others.
\layout Subsection

tools subdirectory
\layout Subsubsection

some utilities for sql file conversion, etc.
\layout Standard

In the tools directory under setup3, there should be at least a couple of
 hopefully handy perl or shell scripts.
 These are for running on the commandline only, and might apply to converting
 SQL files into lang files, etc.
 They are not expected to be perfect, but might offer some assistance or
 ideas for additional utilities.
 Use these at your own risk or benefit.
\layout Section

The install/upgrade process
\layout Subsection

Overview
\layout Subsubsection

Setup internal upgrade functions
\layout Standard

Setup uses a common set of functions for new installs and upgrades.
 These are implemented as multi-pass loops.
 For a single application install or upgrade, a single pass is done.
 For multiple application installs or upgrades, multiple passes are done
 automatically.
 The order of install in a mass install or upgrade is determined by application
 dependencies.
 The other determining factor is the order in which the application directories
 and setup.inc.php files are read from the filesystem.
\layout Subsection

New installs
\layout Subsubsection

Detection
\layout Standard

Each run of index.php or applications.php in setup3 first runs a set of detection
 routines.
 These read the data from each setup.inc.php file, and from the 'applications'
 or 'phpgw_applications' table as appropriate, and only if one of these
 tables exists.
 This data is parsed into the $setup_info array.
 In this case, this array contains information about all applications.
 Based on the information gathered, a status flag is set to one of the following
 values:
\layout Itemize

U - Upgrade required/available
\layout Itemize

R - upgrade in pRogress
\layout Itemize

C - upgrade Completed successfully
\layout Itemize

D - Dependency failure
\layout Itemize

F - upgrade Failed
\layout Itemize

V - Version mismatch at end of upgrade
\layout Itemize

M - Missing files at start of upgrade (Not used, proposed only)
\layout Standard

Using this information, the setup logic in index.php determines what mode
 we are in.
 index.php is not capable of being selective about which application it found
 as being out of sync.
 It is designed only for 'Simple Application Management', which is Step
 1 of the setup process.
 For more selective application manipulation, use applications.php.
 index.php then tells the user that 1) their applications are current 2)
 some of their applications are out of sync 3) no db exists, etc.
 For a new install, all applications will be out of sync, since there is
 not even an 'phpgw_applications' table in the database to tell setup what
 the status is for any application.
\layout Subsubsection

Selection
\layout Standard

There is no selection for application installs in 'new install' mode.
 All physically present applications will be installed, or at least attempted.
\layout Subsubsection

Installation
\layout Standard

Once the setup user clicks the magic button to install all applications,
 the following occurs:
\layout Itemize

The setup_info array is passed to the process_pass() function, using a method='n
ew'
\layout Itemize

Applications whose status flag='U' (API on first pass) are then handed off
 to the process_current() function.
 This handles inclusion and installation of the application's tables_current.inc.p
hp file.
\layout Itemize

The application is registered as a new application in the 'phpgw_applications'
 table.
 If for some reason there is old data in this table for this application,
 it will be updated instead.
 Its hooks, if any, are registered in the 'phpgw_hooks' table.
\layout Itemize

Next, this array is passed to the process_default_records() function.
 If this file is present in the current application's setup directory, the
 queries here are run to install the data to the application's table(s).
\layout Itemize

The above is repeated until all application status flags equal 'C'.
 However, if an application install failed for some reason, it will then
 be skipped on the next pass.
 This keeps the loop from running away.
\layout Subsection

Upgrades
\layout Subsubsection

Detection
\layout Standard

Only an API version mismatch will trigger an automated request for the user
 to upgrade their install.
 Once the api is current, they can move on to applications.php for more 'Advanced
 Application Management', which is Step 4 of the setup process.
 However, if the API is out of sync, clicking 'Upgrade' in index.php will
 also attempt to upgrade other applications which may be out of sync, as
 well.
 As the phpgwapi continues to stabilize, it is felt that this method of
 upgrading will become less and less common.
\layout Subsubsection

Selection
\layout Standard

Within applications.php, a color-coded matrix of application status and actions
 is displayed.
 Depending on the status flag of each application, certain actions will
 be either enabled or disabled.
 These actions include 'install', 'upgrade', 'remove'.
 If something is very wrong with previous attempts to install or upgrade
 an application, another column called 'resolution' will then display a
 link.
 This link will display additional information which would be helpful for
 determining how to resolve the problem.
 Assuming all is well, the user can select applications requiring upgrade
 from this list.
 Once selected, they submit the form.
 This runs the follow three routines in order:
\layout Itemize

remove
\layout Itemize

install
\layout Itemize

upgrade
\layout Subsubsection

Upgrade
\layout Standard

The idea here is that multiple actions can be selected and run in order
 in one click.
 In any case, once they select an application for upgrade, the following
 occurs:
\layout Itemize

A stripped down version of the setup_info array is passed to the process_upgrade
() function.
 This array contains only the information for the selected application
\layout Itemize

Within process_upgrade(), the tables_baseline.inc.php file for the application
 is loaded.
\layout Itemize

The tables_update.inc.php file for the application is loaded
\layout Itemize

The contents of the test array is used to loop through the entire list of
 upgrade functions for the application.
 The application's unique function names are rebuilt, then run.
\layout Itemize

When the currentver (installed) matches the version (available), process_upgrade
() exits, setting the status flag for the app to 'C'.
\layout Itemize

Just prior to exiting, the application and its hooks are updated into the
 'phpgw_applications' and 'phpgw_hooks' tables.
\layout Subsection

Uninstallation/Removal
\layout Subsubsection

Selection
\layout Standard

Selective removal of an application is done via applications.php, in a manner
 similar to the method above for upgrades.
\layout Subsubsection

Uninstallation
\layout Standard

Once an application is selected for removal:
\layout Itemize

A stripped down version of the setup_info array is passed to the process_droptab
les() function.
 This function removes all of the application's defined tables, but only
 after first checking to see if the tables are there.
 In this way, we attempt to cut down on the number of errors sent to the
 browser.
\layout Itemize

The application's hooks are deregistered (removed from 'phpgw_hooks').
\layout Itemize

The application itself is deregistered (removed from 'phpgw_applications').
\layout Section

Caveats
\layout Subsection

Must see info
\layout Subsubsection

Auto fields
\layout Standard

For auto type fields, schema_proc creates a sequence automatically based
 on the table name for databases that require sequences.
 In the case of postgresql, the limit for this name based on our tests is
 31 characters.
 The schema_proc format is:
\layout Code

$sSequenceSQL = sprintf("CREATE SEQUENCE seq_%s", $sTableName);
\layout Standard

This limits the maximum length for a tablename to 27 characters.
 Based on the tablename standard in phpgw of 'phpgw_tablename', you are
 further limited to 21 characters in which to describe your table.
 You will need to be less descriptive in some cases, e.g.
 use 'phpgw_widget_cats' instead of 'phpgw_widget_info_categories'.
\layout Standard

To maintain compatibility with MySQL 3.22.X, please always add 
\begin_inset Quotes eld
\end_inset 

'nullable' => False
\begin_inset Quotes erd
\end_inset 

 to your field spec for an auto field.
 This and probably older versions of MySQL require that specification within
 the SQL for a field that will also be an index or unique field, which for
 our uses should typically be true for an auto field.
 MySQL 3.23.X and PostgreSQL do not have this issue.
\layout Subsubsection

Default 0
\layout Standard

For int fields, a default of 0 is not assumed.
 Only some databases will set this default for you, MySQL being one.
 You will need to explicitly define this default in the table definition.
 Also, for auto fields, do not enter a default, since the resulting SQL
 query would fail on many RDBMS.
\the_end