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cust-templates.html

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  • cust-templates.html 15.16 KiB
    <!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN">
    <HTML
    ><HEAD
    ><TITLE
    >Template Customisation</TITLE
    ><META
    NAME="GENERATOR"
    CONTENT="Modular DocBook HTML Stylesheet Version 1.7"><LINK
    REL="HOME"
    TITLE="The Bugzilla Guide - 2.16.7 Release"
    HREF="index.html"><LINK
    REL="UP"
    TITLE="Administering Bugzilla"
    HREF="administration.html"><LINK
    REL="PREVIOUS"
    TITLE="Bugzilla Security"
    HREF="security.html"><LINK
    REL="NEXT"
    TITLE="Upgrading to New Releases"
    HREF="upgrading.html"></HEAD
    ><BODY
    CLASS="section"
    BGCOLOR="#FFFFFF"
    TEXT="#000000"
    LINK="#0000FF"
    VLINK="#840084"
    ALINK="#0000FF"
    ><DIV
    CLASS="NAVHEADER"
    ><TABLE
    SUMMARY="Header navigation table"
    WIDTH="100%"
    BORDER="0"
    CELLPADDING="0"
    CELLSPACING="0"
    ><TR
    ><TH
    COLSPAN="3"
    ALIGN="center"
    >The Bugzilla Guide - 2.16.7 Release</TH
    ></TR
    ><TR
    ><TD
    WIDTH="10%"
    ALIGN="left"
    VALIGN="bottom"
    ><A
    HREF="security.html"
    ACCESSKEY="P"
    >Prev</A
    ></TD
    ><TD
    WIDTH="80%"
    ALIGN="center"
    VALIGN="bottom"
    >Chapter 5. Administering Bugzilla</TD
    ><TD
    WIDTH="10%"
    ALIGN="right"
    VALIGN="bottom"
    ><A
    HREF="upgrading.html"
    ACCESSKEY="N"
    >Next</A
    ></TD
    ></TR
    ></TABLE
    ><HR
    ALIGN="LEFT"
    WIDTH="100%"></DIV
    ><DIV
    CLASS="section"
    ><H1
    CLASS="section"
    ><A
    NAME="cust-templates"
    >5.7. Template Customisation</A
    ></H1
    ><P
    >&#13;      One of the large changes for 2.16 was the templatisation of the
          entire user-facing UI, using the 
          <A
    HREF="http://www.template-toolkit.org"
    TARGET="_top"
    >Template Toolkit</A
    >.
          Administrators can now configure the look and feel of Bugzilla without
          having to edit Perl files or face the nightmare of massive merge
          conflicts when they upgrade to a newer version in the future.
        </P
    ><P
    >&#13;      Templatisation also makes localised versions of Bugzilla possible, 
          for the first time. In the future, a Bugzilla installation may
          have templates installed for multiple localisations, and select
          which ones to use based on the user's browser language setting.      
        </P
    ><DIV
    CLASS="section"
    ><H2
    CLASS="section"
    ><A
    NAME="AEN1692"
    >5.7.1. What to Edit</A
    ></H2
    ><P
    >&#13;        There are two different ways of editing of Bugzilla's templates,
            and which you use depends mainly on how you upgrade Bugzilla. The
            template directory structure is that there's a top level directory,
            <TT
    CLASS="filename"
    >template</TT
    >, which contains a directory for
            each installed localisation. The default English templates are
            therefore in <TT
    CLASS="filename"
    >en</TT
    >. Underneath that, there
            is the <TT
    CLASS="filename"
    >default</TT
    > directory and optionally the 
            <TT
    CLASS="filename"
    >custom</TT
    > directory. The <TT
    CLASS="filename"
    >default</TT
    >
            directory contains all the templates shipped with Bugzilla, whereas
            the <TT
    CLASS="filename"
    >custom</TT
    > directory does not exist at first and
            must be created if you want to use it.
          </P
    ><P
    >&#13;        The first method of making customisations is to directly edit the
            templates in <TT
    CLASS="filename"
    >template/en/default</TT
    >. This is
            probably the best method for small changes if you are going to use
            the CVS method of upgrading, because if you then execute a
            <B
    CLASS="command"
    >cvs update</B
    >, any template fixes will get
            automagically merged into your modified versions.
          </P
    ><P
    >&#13;        If you use this method, your installation will break if CVS conflicts
            occur.
          </P
    ><P
    >&#13;        The other method is to copy the templates into a mirrored directory
            structure under <TT
    CLASS="filename"
    >template/en/custom</TT
    >.  The templates
            in this directory automatically override those in default.  
            This is the technique you
            need to use if you use the overwriting method of upgrade, because
            otherwise your changes will be lost.  This method is also better if
            you are using the CVS method of upgrading and are going to make major
            changes, because it is guaranteed that the contents of this directory
            will not be touched during an upgrade, and you can then decide whether
            to continue using your own templates, or make the effort to merge your
            changes into the new versions by hand.
          </P
    ><P
    >&#13;        If you use this method, your installation may break if incompatible
            changes are made to the template interface.  If such changes are made
            they will be documented in the release notes, provided you are using a
            stable release of Bugzilla.  If you use using unstable code, you will
            need to deal with this one yourself, although if possible the changes
            will be mentioned before they occur in the deprecations section of the
            previous stable release's release notes.
          </P
    ><DIV
    CLASS="note"
    ><P
    ></P
    ><TABLE
    CLASS="note"
    WIDTH="100%"
    BORDER="0"
    ><TR
    ><TD
    WIDTH="25"
    ALIGN="CENTER"
    VALIGN="TOP"
    ><IMG
    SRC="../images/note.gif"
    HSPACE="5"
    ALT="Note"></TD
    ><TD
    ALIGN="LEFT"
    VALIGN="TOP"
    ><P
    >&#13;          Don't directly edit the compiled templates in 
              <TT
    CLASS="filename"
    >data/template/*</TT
    > - your
              changes will be lost when Template Toolkit recompiles them.
            </P
    ></TD
    ></TR
    ></TABLE
    ></DIV
    ><DIV
    CLASS="note"
    ><P
    ></P
    ><TABLE
    CLASS="note"
    WIDTH="100%"
    BORDER="0"
    ><TR
    ><TD
    WIDTH="25"
    ALIGN="CENTER"
    VALIGN="TOP"
    ><IMG
    SRC="../images/note.gif"
    HSPACE="5"
    ALT="Note"></TD
    ><TD
    ALIGN="LEFT"
    VALIGN="TOP"
    ><P
    >It is recommended that you run <B
    CLASS="command"
    >./checksetup.pl</B
    >
            after any template edits, especially if you've created a new file in
            the <TT
    CLASS="filename"
    >custom</TT
    > directory.
            </P
    ></TD
    ></TR
    ></TABLE
    ></DIV
    ></DIV
    ><DIV
    CLASS="section"
    ><H2
    CLASS="section"
    ><A
    NAME="AEN1715"
    >5.7.2. How To Edit Templates</A
    ></H2
    ><P
    >&#13;        The syntax of the Template Toolkit language is beyond the scope of
            this guide. It's reasonably easy to pick up by looking at the current 
            templates; or, you can read the manual, available on the
            <A
    HREF="http://www.template-toolkit.org"
    TARGET="_top"
    >Template Toolkit home
            page</A
    >. However, you should particularly remember (for security
            reasons) to always HTML filter things which come from the database or
            user input, to prevent cross-site scripting attacks.
          </P
    ><P
    >&#13;        However, one thing you should take particular care about is the need
            to properly HTML filter data that has been passed into the template.
            This means that if the data can possibly contain special HTML characters
            such as &#60;, and the data was not intended to be HTML, they need to be
            converted to entity form, ie &#38;lt;.  You use the 'html' filter in the
            Template Toolkit to do this.  If you fail to do this, you may open up
            your installation to cross-site scripting attacks.
          </P
    ><P
    >&#13;        Also note that Bugzilla adds a few filters of its own, that are not
            in standard Template Toolkit.  In particular, the 'url_quote' filter
            can convert characters that are illegal or have special meaning in URLs,
            such as &#38;, to the encoded form, ie %26.  This actually encodes most
            characters (but not the common ones such as letters and numbers and so
            on), including the HTML-special characters, so there's never a need to
            HTML filter afterwards.
          </P
    ><P
    >&#13;        Editing templates is a good way of doing a "poor man's custom fields".
            For example, if you don't use the Status Whiteboard, but want to have
            a free-form text entry box for "Build Identifier", then you can just
            edit the templates to change the field labels. It's still be called
            status_whiteboard internally, but your users don't need to know that.
          </P
    ><DIV
    CLASS="note"
    ><P
    ></P
    ><TABLE
    CLASS="note"
    WIDTH="100%"
    BORDER="0"
    ><TR
    ><TD
    WIDTH="25"
    ALIGN="CENTER"
    VALIGN="TOP"
    ><IMG
    SRC="../images/note.gif"
    HSPACE="5"
    ALT="Note"></TD
    ><TD
    ALIGN="LEFT"
    VALIGN="TOP"
    ><P
    >&#13;          If you are making template changes that you intend on submitting back
              for inclusion in standard Bugzilla, you should read the relevant
              sections of the 
              <A
    HREF="http://www.bugzilla.org/developerguide.html"
    TARGET="_top"
    >Developers'
              Guide</A
    >.
            </P
    ></TD
    ></TR
    ></TABLE
    ></DIV
    ></DIV
    ><DIV
    CLASS="section"
    ><H2
    CLASS="section"
    ><A
    NAME="AEN1725"
    >5.7.3. Template Formats</A
    ></H2
    ><P
    >&#13;        Some CGIs have the ability to use more than one template. For
            example, buglist.cgi can output bug lists as RDF or two
            different forms of HTML (complex and simple). (Try this out
            by appending <TT
    CLASS="filename"
    >&#38;format=simple</TT
    > to a buglist.cgi
            URL on your Bugzilla installation.) This
            mechanism, called template 'formats', is extensible.
          </P
    ><P
    >&#13;        To see if a CGI supports multiple output formats, grep the
            CGI for "ValidateOutputFormat". If it's not present, adding
            multiple format support isn't too hard - see how it's done in
            other CGIs.
          </P
    ><P
    >&#13;        To make a new format template for a CGI which supports this, 
            open a current template for
            that CGI and take note of the INTERFACE comment (if present.) This 
            comment defines what variables are passed into this template. If 
            there isn't one, I'm afraid you'll have to read the template and
            the code to find out what information you get. 
          </P
    ><P
    >&#13;        Write your template in whatever markup or text style is appropriate.
          </P
    ><P
    >&#13;        You now need to decide what content type you want your template
            served as. Open up the <TT
    CLASS="filename"
    >localconfig</TT
    > file and find the 
            <TT
    CLASS="filename"
    >$contenttypes</TT
    >
            variable. If your content type is not there, add it. Remember
            the three- or four-letter tag assigned to you content type. 
            This tag will be part of the template filename.
          </P
    ><P
    >&#13;        Save the template as <TT
    CLASS="filename"
    >&#60;stubname&#62;-&#60;formatname&#62;.&#60;contenttypetag&#62;.tmpl</TT
    >. 
            Try out the template by calling the CGI as 
            <TT
    CLASS="filename"
    >&#60;cginame&#62;.cgi?format=&#60;formatname&#62;</TT
    > .
          </P
    ></DIV
    ><DIV
    CLASS="section"
    ><H2
    CLASS="section"
    ><A
    NAME="AEN1738"
    >5.7.4. Particular Templates</A
    ></H2
    ><P
    >&#13;        There are a few templates you may be particularly interested in
            customising for your installation.
          </P
    ><P
    >&#13;        <B
    CLASS="command"
    >index.html.tmpl</B
    >:
            This is the Bugzilla front page.
          </P
    ><P
    >&#13;        <B
    CLASS="command"
    >global/header.html.tmpl</B
    >:
            This defines the header that goes on all Bugzilla pages.
            The header includes the banner, which is what appears to users
            and is probably what you want to edit instead.  However the
            header also includes the HTML HEAD section, so you could for
            example add a stylesheet or META tag by editing the header.
          </P
    ><P
    >&#13;        <B
    CLASS="command"
    >global/banner.html.tmpl</B
    >:
            This contains the "banner", the part of the header that appears
            at the top of all Bugzilla pages.  The default banner is reasonably
            barren, so you'll probably want to customise this to give your
            installation a distinctive look and feel.  It is recommended you
            preserve the Bugzilla version number in some form so the version 
            you are running can be determined, and users know what docs to read.
          </P
    ><P
    >&#13;        <B
    CLASS="command"
    >global/footer.html.tmpl</B
    >:
            This defines the footer that goes on all Bugzilla pages.  Editing
            this is another way to quickly get a distinctive look and feel for
            your Bugzilla installation.
          </P
    ><P
    >&#13;        <B
    CLASS="command"
    >bug/create/user-message.html.tmpl</B
    >:
            This is a message that appears near the top of the bug reporting page.
            By modifying this, you can tell your users how they should report
            bugs.
          </P
    ><P
    >&#13;        <B
    CLASS="command"
    >bug/create/create.html.tmpl</B
    > and
            <B
    CLASS="command"
    >bug/create/comment.txt.tmpl</B
    >:
            You may wish to get bug submitters to give certain bits of structured
            information, each in a separate input widget, for which there is not a
            field in the database. The bug entry system has been designed in an
            extensible fashion to enable you to define arbitrary fields and widgets,
            and have their values appear formatted in the initial
            Description, rather than in database fields. An example of this
            is the mozilla.org 
            <A
    HREF="http://bugzilla.mozilla.org/enter_bug.cgi?format=guided"
    TARGET="_top"
    >guided 
            bug submission form</A
    >.
          </P
    ><P
    >&#13;        To make this work, create a custom template for 
            <TT
    CLASS="filename"
    >enter_bug.cgi</TT
    > (the default template, on which you
            could base it, is <TT
    CLASS="filename"
    >create.html.tmpl</TT
    >),
            and either call it <TT
    CLASS="filename"
    >create.html.tmpl</TT
    > or use a format and
            call it <TT
    CLASS="filename"
    >create-&#60;formatname&#62;.html.tmpl</TT
    >.
            Put it in the <TT
    CLASS="filename"
    >custom/bug/create</TT
    >
            directory. In it, add widgets for each piece of information you'd like
            collected - such as a build number, or set of steps to reproduce.
          </P
    ><P
    >&#13;        Then, create a template like 
            <TT
    CLASS="filename"
    >custom/bug/create/comment.txt.tmpl</TT
    >, also named
            after your format if you are using one, which
            references the form fields you have created. When a bug report is
            submitted, the initial comment attached to the bug report will be
            formatted according to the layout of this template.
          </P
    ><P
    >&#13;        For example, if your enter_bug template had a field
            <TABLE
    BORDER="0"
    BGCOLOR="#E0E0E0"
    WIDTH="100%"
    ><TR
    ><TD
    ><FONT
    COLOR="#000000"
    ><PRE
    CLASS="programlisting"
    >&#60;input type="text" name="buildid" size="30"&#62;</PRE
    ></FONT
    ></TD
    ></TR
    ></TABLE
    >
            and then your comment.txt.tmpl had
            <TABLE
    BORDER="0"
    BGCOLOR="#E0E0E0"
    WIDTH="100%"
    ><TR
    ><TD
    ><FONT
    COLOR="#000000"
    ><PRE
    CLASS="programlisting"
    >BuildID: [% form.buildid %]</PRE
    ></FONT
    ></TD
    ></TR
    ></TABLE
    >
            then
            <TABLE
    BORDER="0"
    BGCOLOR="#E0E0E0"
    WIDTH="100%"
    ><TR
    ><TD
    ><FONT
    COLOR="#000000"
    ><PRE
    CLASS="programlisting"
    >BuildID: 20020303</PRE
    ></FONT
    ></TD
    ></TR
    ></TABLE
    >
            would appear in the initial checkin comment.
          </P
    ></DIV
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