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User migration for Plone

Project Description

Introduction

This product allows migrating various user specific data associated with a principal ID (user or group) to an other principal ID. It’s especially useful if IDs have to be renamed.

Currently the following user data can be migrated:

  • Users (ZODB User Manager)
  • User Properties (ZODB Mutable Property Provider)
  • Group Members
  • Local Roles
  • Dashboards
  • Home Folders

Installation

Add ftw.usermigration to the list of eggs in your buildout. Then rerun buildout and restart your instance.

Usage

Open @@user-migration in your browser.

Registering principal mappings

If you would like to provide the principal mapping in a programmatic way instead of entering it through-the-web, you can register one or more named adapters that implement IPrincipalMappingSource.

Example:

class MigrationMapping(object):

    def __init__(self, portal, request):
        self.portal = portal
        self.request = request

    def get_mapping(self):
        mapping = {'old_user': 'new_user',
                   'old_group': 'new_group'}
        return mapping

ZCML:

<adapter
    factory="my.package.migration.MigrationMapping"
    provides="ftw.usermigration.interfaces.IPrincipalMappingSource"
    for="Products.CMFPlone.interfaces.siteroot.IPloneSiteRoot
         zope.publisher.interfaces.browser.IBrowserRequest"
    name="ad-migration-2015"
/>

This will result in this mapping being selectable as a mapping source with the name ad-migration-2015 in the @@user-migration form.

Registering pre- and post-migration hooks

If you want to provide your own code that runs before or after any of the built-in migration types in ftw.usermigration, you can do so by registering hooks that implement the IPreMigrationHook or IPostMigrationHook interface.

Example:

class ExamplePreMigrationHook(object):

    def __init__(self, portal, request):
        self.portal = portal
        self.request = request

    def execute(self, principal_mapping, mode):
        # ...
        # your code here
        # ...
        results = {
            'Step 1': {
                'moved': [('/foo', 'old', 'new')],
                'copied': [],
                'deleted': []},
            'Step 2': {
                'moved': [('/bar', 'old', 'new')],
                'copied': [],
                'deleted': []},
        }
        return results

A hook adapter’s execute() method receives the principal_mapping and mode as arguments.

Its results are expected to be a dict of dicts: The outer dictionary allows for a hook to group several steps it executes and report their results separately. The inner dictionary follows the same structure as the results of the built-in migrations.

ZCML:

<adapter
    factory=".migrations.ExamplePreMigrationHook"
    provides="ftw.usermigration.interfaces.IPreMigrationHook"
    for="Products.CMFPlone.interfaces.siteroot.IPloneSiteRoot
         zope.publisher.interfaces.browser.IBrowserRequest"
    name="example-pre-migration-hook"
/>

Changelog

1.2.0 (2017-05-01)

  • Implement loginnames migration step [elioschmutz]
  • Fix migrating users whose username is the beginning of another username [elioschmutz]
  • Implement group members migration [elioschmutz]
  • Drop Plone 4.1 support. [jone]

1.1 (2015-04-17)

  • Add option to only display a summary of the migration results. [lgraf]
  • Add logging of detailed migration results to logfile (optional). [lgraf]
  • Add migration for global roles (portal_role_manager). [lgraf]
  • Add support for pre- and post-migration hooks. [lgraf]
  • Make sure Migrations field always uses the CheckBoxFieldWidget. [lgraf]
  • Use transaction.doom() for dry runs. This ensures that even an accidental commit() can’t result in a DB write. [lgraf]
  • Add support for programmatically providing principal mappings by registering an IPrincipalMappingSource named adapter. [lgraf]
  • Rename user to principal where applicable: Most of the operations work for groups as well as for users. Therefore the mapping can contain principal IDs, not just user IDs. [lgraf]

1.0 (2014-06-16)

  • Initial release
Release History

Release History

This version
History Node

1.2.0

History Node

1.1

History Node

1.0

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