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MailManager

File Release Notes and Changelog

Release Name: 2.0-r7

Notes: MailManager MailManager allows organisations to manage large volumes of email. It helps allocate mail to the right people, provides tools for responding to mail quickly, allows full text searching of mail and finally produces reports on volumes of mail received and performance in responding to it. Full user documentation is in user_guide.pdf and administrator_guide.pdf at http://www.logicalware.com/ Legal Note (c) Copyright Logicalware Ltd 2002-2005 logicalware mail manager comes with ABSOLUTELY NO WARRANTY. Further details including conditions of redistribution are contained in LICENSE.txt http://www.logicalware.com/ Supported Platforms MailManager is cross platform and has been tested on Linux, Windows and Mac OS X. It should run fine on any platform which supports Python. Database A relational database is required to store the email. For this alpha version only PostgreSQL version 8 or later is supported. Future versions will support MySQL and other databases. PostgreSQL must be installed with plpgsql support and the tsearch2 package in order to provide text indexing. PostgreSQL is available from http://www.postgresql.org/ Additional documentation on database configuration is available in the docs directory. Windows users should consult the additional documentation at http://www.logicalprogression.net/win32install/ for a walkthrough. Setup of the PostgreSQL database can be done with MailManager/scripts/setupdb.py which will create the database and setup tsearch. running setupdb.py --help will give you instructions on how to use it but for the most case, it will be: ./setupdb.py -z tsearch2.sql mailmanager_db Other Requirements If you are using the Windows installer all of the following required software will be installed for you automatically. MailManager is a Zope product. Zope 2.7 or later is required. Zope 2.7.5 is the recommended release, earlier Zopes contain a bug which will make MailManager unreliable. Zope is available from http://www.zope.org/ Note that MailManager will currently not work with Zope 2.8.0. CookieCrumbler version 1.1 or later is required, available from http://hathaway.freezope.org/Software/CookieCrumbler Epoz version 0.5.1 or later from: http://www.zope.org/Members/mjablonski/Epoz/ FileSystemSite 1.4.1 or later from: http://www.infrae.com/download/FileSystemSite mxDateTime version 2.0.3 or later is required: http://www.egenix.com/files/python/mxDateTime.html PlacelessTranslationService version 1.0 or later from: https://sourceforge.net/projects/collective psycopg including ZPsycopgDA version 1.1.17 or later from: http://initd.org/projects/psycopg1 Strip-o-Gram version 1.4 or later is required: http://www.zope.org/Members/chrisw/StripOGram/ TimerServer 0.1 or later is recommended but not required: http://dev.legco.biz/products/timerservice/ ZopeScheduler 0.2 or later is recommended but not required: http://dev.legco.biz/products/ZopeScheduler/ CookieCrumbler was written by Shane Hathaway. Epoz was written by Maik Jablonski. FileSystemSite is by Kapil Thangavelu and Zope Corporation. mxDateTime was written by eGenix.com Software GmbH. psycopg is by Michele Comitini and Federico Di Gregorio. Strip-o-Gram was written by Chris Withers. PlacelessTranslationService was written by Lalo Martins & Zope Corporation. TimerServer and ZopeScheduler were written by Nikolay Kim. For convenience these eight products are in the 3rdParty package. To install the just need to be put into Zope's products directory and then Zope should be re-started. If you plan to use TimerServer refer to its INSTALL.txt file for its slightly different installation procedure. Client Requirements A web browser is required to use MailManager. To access all of the features, including the built-in HTML editor, you will need to use Internet Explorer 5.5 or later, Mozilla 1.3.1 or later, Netscape 7.1 or later, or Firebird/Firefox 0.7 or later. MailManager has also been tested on Safari, Konqueror 3 and Opera 7, and is fully functional other than the HTML editor. Please let us know through the bug tracker on SourceForge if you find any browser issues. MailManager Installation Finally, MailManager itself needs to be installed. (Since v1.0 an installer has been available for Windows (see below) but the following paragraphs should still be useful for Windows users to explain some of the options offered by the Windows installer.) Start Zope and login to the Zope Management Interface (ZMI). This will usually be at the address http://127.0.0.1:8080/manage From the 'Add' menu select 'Z Psycopg Database Connection' and create a connection with the id 'mailmanager_db'. Make sure that "Use Zope's Internal Date Time" is checked. MailManagers can now be added by selecting 'MailManager' from the 'Add' menu. For the purposes of these install instructions we will assume that MailManager is added with the id 'mailmanager' but it can of course be called anything. Optionally you can specify a schema when you install MailManager. Postgres schema allow you to have multiple MailManagers sharing a single database. In most cases you can simply leave this field blank. You can now log into MailManager by visiting http://127.0.0.1:8080/mailmanager The next stage is to get mail into MailManager. There are two different approaches: getting mail from a POP3 or IMAP server, and forwarding mail directly into MailManager. These methods can be mixed, so some accounts can get their mail while others have mail forwarded. Get Mail Method (ZopeScheduler) To use the get mail method, login into MailManager, create some accounts though the Settings tab and set routing to 'Get from server'. Go into the Zope Management Interface (ZMI) and select 'Zope Scheduler' from the 'Add' menu. Within the scheduler you will need to select a path which would be '/mailmanager' in our example and then select a frequency. Mail will then be collected from the POP3 or IMAP server(s) at that frequency. Get Mail Method (Classic) Mail is fetched by calling the getMail method of the MailManager instance. For example, if you installed MailManager with the id 'mailmanager' in the top level directory of Zope then you can call getMail by visiting http://myserver:8080/mailmanager/getMail. To ensure that getMail is called regularly you can setup a cronjob, or equivalent on your platform, to call the MMGetMail.py script, say every 10 minutes. You will need to set the MM_URL constant in the script to the actual URL of your MailManager instance. Forwarding Method To use the mail forwarding method, login into MailManager, create some accounts though the Settings tab and set routing to 'Incoming mail forwarded to Account'. Next configure your mail system to call the MMMailIn.py script when new mail is received (or MMMailIn-Qmail.py script if you use Qmail). You can normally do this though a .forward file. You will need to set the MM_URL constant in the script to the actual URL of your MailManager instance. Windows Installer The Windows installer bundles MailManager with Python, Zope and the other Zope products it depends upon. It allows configuration of the first MailManager instance and of the first Account in that instance. It is known to have the following limitations: o The Zope service that it may install does not work properly. o There is meant to be an option to install using an existing Python installation but this has not been fully implemented yet. o When it launches the browser at the end of installation the server may not be ready yet. This is easily handled by refreshing once the server is ready, but it would be better to launch a static README with a link to the server, as Zope does. o Not all the possible account settings are configurable through the installer. o It does not guard against illegal value for settings. o The larger wizard image is distorted. Chinese, Japanese and Korean Email If you want to be able to read email with Chinese, Japanese or Korean encodings you will need to install the CJKCodecs which are available from http://cjkpython.i18n.org Test Tickets You may wish to generate some Tickets for testing purposes. Visit http://127.0.0.1:8080/mailmanager/GenerateMail and you will be presented with a form allowing you to specify how many test Tickets you want to generate. You must have set up at least one Account before generating test Tickets. Upgrade The procedure for upgrading is the same as for installation. However after the upgrade you must visit the Zope Management Interface (ZMI) and on each MailManager click on the 'Migrate' tab to ensure that all of the ticket and account information is migrated to work with the new version. You should back up your data first. Note that if you upgrading from MailManager 1.0 or earlier you must ensure that the BTreeFolder product is installed until you do the migration. Further Information Further information is available from the Help screens within MailManager and from the User and Administrator Guides. Subscribe to the MailManager Users mail list for discussion, help and announcements of new versions at http://lists.sourceforge.net/lists/listinfo/mailmanager-users


Changes: Version 2.0r7 * BUG FIXES - Subsequent pages for search were not being returned due to misuse of the SESSION variable. These are now handled correctly - Categories and templates were moved entirely to SQL. Upgrade needs a migration to function correctly. - listTickets method now correctly searches for subjects - Fixes a Unicode handling error in the MailMixing class, which could potentially block up incoming mail * IMPROVEMENTS - Postgres installation documentation rewritten - Changes to loading of test datasets - Test data set improved, now covers more functionality Version 2.0r6 * BUG FIXES - Fixed the positioning of the order by section of the listTickets query, fixes broken ordering for search. - The listCategories SQL method was broken, which was used by the Reports pages. Reports for categories other than category0 were broken. Version 2.0 * BUG FIXES - Fix the security declaration of checkPOP3SSL(). Version 2.0 RC 3 * NEW FEATURES - Introduce some generalisations, ready for MySQL support in 2.0.1 - Beginnings of epydoc API documentation. * BUG FIXES - Update the version number on migration. (#1229769) - Robustify the autoreply code to deal with fatal errors. (#1240870) - When a new message comes in with a ticket id in the subject line, verify that the ticket already exists instead of assuming that it does. (#1240711) - Format the email address in the To: field for replies. (#1230837) - Ignore the showHTML information in the session for plain text emails. (#1242337) - Record the logged in user who sent a reply to a ticket. (#1242958) Version 2.0 RC 2 * BUG FIXES - multipart/alternative mail with both an HTML and a plain text body now only display one of them at a time (1227265) - Disk usage is now displayed correctly for 0 bytes (1227745, 1227753) - Migration updates the mm version - Create ticket works again (1227744) Version 2.0 RC 1 * BUG FIXES - Stripogram can now be installed as a Python product in site-packages (1226633) - Reply-To: header is used in favour of From: (1226156) - Notifiction emails can handle non-ASCII subject lines (1224784) - URLs are now accurate on notification emails (1224756) - Character encodings set correctly on all web pages (1224731) - Send & Close now goes to the next ticket (1224164) - Improved date parsing (1223755) - Respond By: now displayed for tickets with a response target (1222528) - Attachment titles are now decoded correctly (1223974) Version 2.0 Beta 2 * BUG FIXES - Make the email validation less strict. (1283401) - Customers can no longer have email addresses which are used by an account. (1216414) - Migration: Drop filters which refer to unknown users/groups. (1216361) - Migration: Be more careful about coercing dates into ISO8601. (1216534) - Clarified notification email setup. (1217403) - Fixed Chinese translation. (1215645) - Store time zone information in the pgsl database. Version 2.0 Beta 1 * NEW FEATURES - Added a Chinese translation. - Add some documentation for creating the Postgres database and point to detailed docs on the Windows installation process. - Updated the help files to reflect the new version's feature set. * BUG FIXES - Make mbox exports have a more meaningful filename. - Deal with RFC2047-encoded headers correctly. (1212035) - Make the disk usage a bit more friendly. (1213604) - Sanitise outgoing HTML mail (mostly to remove malicious Javascript). (1211895) - Epoz now has a white background on all browsers. (1208912) Version 2.0 alpha 2 * NEW FEATURES - Support for retrieving POP3 mail over SSL (RFE 1204236) - Optionally notify all in a group of new messages (RFE 1208284) * BUG FIXES - Help tab no longer visible after logout (1207656) - Adding a MailManager instance now creates an initial user (1207022) - Changes to users such as adding a signature no longer clear password (1207017) - HTML tickets work properly (1205720, 1205717) - Time to close tickets recorded (1204825) - Reply to all button improved (1204805) - Reassignment notification added (1204372) - Groups redesigned (1204312) - Adding/removing attachments no longer clears other form fields (1204272) - Date translations fixed (1204268) - Templates fixed (1204267) - Overdue tickets function properly (1203141) - Performance v. account report fixed (1196685) - GetMail fixed (1196606) - Referential integrity broken on mm_message table (1194418) - Login link on logout page fixed (1204811) - Signature handling improved (1204877) - HTML email fixed (1204987) Version 2.0 alpha 1 * NEW FEATURES - A complete redesign using PostgreSQL as a replacement for the ZODB in order to improve performance and scalability. - Can now use SMTP servers that require a login (RFE 939720) Version 1.1 * NEW FEATURES - Internationalization of the help documentation. * BUG FIXES - Make sure that sending mail out is the last thing done, which should reduce the window where a ConflictError would cause duplicate emails to be sent. - Soft bounce messages in MMMailIn{,-Qmail}.py if the error was anything other than a MessageParseError. Otherwise we wind up hard-bouncing (instead of retrying) on a ConflictError. Version 1.1-rc5 * BUG FIXES - Comptatible with Zope 2.6/Python 2.1 again Version 1.1-rc4 * BUG FIXES - Standard attachments fixed (1110435) - Clear supporter link fixed after i18n problem (1110436) Version 1.1-rc3 * NEW FEATURES [Unfortunately it was essential to add the following features at this late stage for commercial reasons.] - Added archive/restore tickets (RFE 953290) - Create ticket can now have multiple attachments (RFE 987700) - Replies can also have multiple attachments (RFE 859141) - Standard set of attachments can be stored on the system (RFE 985469) * BUG FIXES - Edit of mail headers now works properly (RFE 859102) - Fixed broken migration Version 1.1-rc2 * BUG FIXES - Now possible to add/edit account without SSL (1090041) - Spam tickets no longer appear on the 'New' tickets list Version 1.1-rc1 * NEW FEATURES - Users notified on re-assignment of tickets (RFE 978035) - Internationalisation (i18n) added ready for translation to other languages. - Support for SSL connections to remote IMAP server. - Any mail headers may be used in filters (RFE 859102) * BUG FIXES - Report graphs now work for user-defined categories (978404) - File downloads now work when there is a space in the filename (985150) - Remove support ticket feature fixed (985677) - Users no longer notified if spam is received (1059104) - Spam no longer displayed on default ticket listing views - Templates with names ending in a space may now be deleted/edited (1003514) Version 1.0 No changes from 1.0-rc2 Version 1.0-rc2 * NEW FEATURES - Batch classification of tickets. (RFE 859114 and 957719) * BUG FIXES - Migration works when filters are of mixed formats. (945956) - Migration works when groups are of mixed formats. (945959) - Messages from mailer-daemon with a real name do not cause a loop. (952864) - Works on Firefox for Mac when reply has no attachment. (963291) - Report graphs work for more than 200 tickets in a period. (964144) Version 1.0-rc1 * NEW FEATURES - Choice of date format. (RFE 869827) - Choice of timezone (currently only on Unix). (RFE 869827) - Script to import mail from Unix mailboxes. (RFE 903031) - Shortcut icon. - Importing of tickets enabled. * IMPROVEMENTS - Added global error slot and adjusted settings screens to use it. (873232) - Message response form fields remembered in request. - An instance's children may be migrated even when it is not. * BUG FIXES - Mail check thread delays till Zope is ready in 2.7 as well. (835642) - GroupSettings page template works with new-style groups. (887785) - Problems sending mail caught and reported to the user or logged. (892947) - Message ID added to outgoing messages. (895039) - Newlines in the Cc field no longer break the JavaScript. (904033) - Private notes and replies no longer lose headers in migration. (904076) - Private notes may no longer have a To field. (912534) - Ticket ownership transferred when user deleted. (925344) - Customers are persistent. (930654) - Sending files with a bad mime type does not cause an exception. (934133) - HTML templates no longer have extra breaks added. (934235) - MailManager.getMail() returns an empty string on success. (934902) - Add customer form checks fields are filled. (938631) - Fixed links to AccountSettings page. (938678) Version 1.0-b4 * BUG FIX - Fixed error when a new thread is started and notification is on. Version 1.0-b3 * NEW FEATURES - Supporter mechanism for associating tickets fully implemented. - URLs in messages rendered as hyperlinks. - Filters can assign to groups as well as users. * IMPROVEMENTS - Assigned agent mailed at every new message in ticket, customer only when he starts a new ticket. This reverses the previous behaviour. - Tickets can be re-opened by arrival of a new message or through Ticket Details box. - Migration version distinguished from product version. - Group now a class; ensures that group members are assigned to evenly. - By default users only see tickets assigned to them. - Export (view raw messages) link added to Ticket index page. * BUG FIXES - Account signatures are now used. - HTML setting on auto replies and templates respected. - Agents can be deleted. - Several others (see SourceForge bugs 859030 to 873233). Version 1.0-b2 * NEW FEATURES - Migration - HTML messages may now be viewed. - Most recent search results always available. - Response target added as option in filters and create ticket screen. * IMPROVEMENTS - More robust ticket navigation (works with virtual hosting, "prev"/"next" links always available, "list" goes to batch containing current ticket). - Improved handling and presentation of attachments. - Help screens updated (not quite finished). - Improved interface to reports (still needs work though). - All character sets displayed correctly (as far as the browser's fonts allow). - Mail fetching scripts have an option to specify MailManager's URL . - Search by from name no longer requires exact match. - Much Python code removed from page templates. * BUG FIXES - Overdue ticket view and searches for overdue tickets now work. - Automatic mail checking continues after product is refreshed. - Numerous others (see SourceForge bugs 832932 to 858688). Version 1.0-b1 - Dependence on MailHost product removed. - Message class now wraps Message object from Python email package, allowing mails to be retreived in their original form. - Automatic mail fetching introduced. - Code for creating e-mails through the web brought together in a new module and handling added for text entered in any character set. - Each account is now a separate folder, ready for per account security settings. - Fetching and handling of incoming mail moved to new Account class. - Self service interface to allow customers to manage their own tickets. - Better handling of HTML emails. - Create ticket now has more sensible defaults. - Users now deleted properly. - Calculates an approximation of disk space used. - Added Property Managers to ease debugging. - Users with 'Settings' access can no longer view ZMI. - Numerous bug fixes. Version 0.96 - By default, shows newest tickets first rather than oldest - The subject of a ticket can now be changed - If more email is added to a read ticket it goes back to being unread (bold) - Advises if an attachment is of a dangerous type (for Windows users) - Attachments now download with original filename & security improved - Browser bug in IE prevented selection of user on tickets screen (797221) - Two extra user definable categories added - Code tidied up & minor bug fixes Version 0.95 - Added a 'Spam' status and amended reports, tickets & filters accordingly - Can now delete spam tickets without closing them (783289) - Now handles AppleDouble attachments correctly (787671) - POP3 mailbox lock removed if there is an error (787677) - IMAP mailbox lock removed if there is an error - Mails that can't be processed are now stored raw rather than deleted - Added 'priority' and 'assigned' to Search screen (785360) - Basic export of reports to Excel implemented - Now record and report on times to close as well as times to respond - Other minor fixes Version 0.94 - Ticket status is displayed correctly in all circumstances - Adding attachments when creating a ticket thru the web now works as expected. - Users can be notified of new tickets in all circumstances (783955) - Allow selection of fields to display on tickets screen (783863) - Added submenu to the Create ticket screen - Other minor fixes Version 0.93 - Improved attachment handling and display - Improved ticket navigation (now back/list/next on ticket view) (780783) - Fixed a bug in the reporting graphs where the last day in the month could be missed - Added an auto refresh option for tickets screen (feature request 781294) - By default tickets created through the web are assigned to the logged in user, rather than the first user alphabetically - Improved outgoing mail - More advanced standard filter - Tightened up security - Help button now context sensitive Version 0.92 - Adding a user with the Reports permission now works as expected (779986) - Account deletion now works properly (779989) - Admin password now hidden on the Add MailManager page (779987) Thanks to Ronan Amicel for spotting these four bugs. - Ticket deletion system improved. - Supporting tickets system now works better. Version 0.91 - Fixed the Account Help screen. Now displays properly and text is accurate. - Fixed the 'Change details' section on a ticket screen so the user the ticket is assigned to is displayed by default. Also ensured user names are displayed in alphabetical order. - Categories can now be deleted. Deleted categories will still appear in Reports, System Settings and on the Search page until every ticket with that category has been deleted from the system. Thanks to Kevin Gill for spotting these bugs. Version 0.9 The first open source release of MailManager. Based on the commercial version however with some major changes: - Uses the Zope Object DB instead of an external relational database. This changes the performance, it is faster in some areas and slower in others. It makes the product much easier to install. - Use of HTML to generate the graphs. Not as attractive as the commercial version but saves the difficulty of installing extensions which were not stable on all platforms. - Improved text editor. Epoz is used to provide rich text editing allowing easy creation of HTML mail. - Improved text indexing. Greatly expanded query options. - Bug fixes. A number of minor bugs were fixed.