Changes between Version 2 and Version 3 of TracUpgrade

Timestamp:

2015-05-25T08:23:07-07:00 (9 years ago)

Author:

trac

Comment:

--

TracUpgrade

@@ -1 +1 @@
 = Upgrade Instructions =
 [[TracGuideToc]]
+[[PageOutline(2-4,,inline,unnumbered)]]
 
 == Instructions ==
@@ -6 +7 @@
 Typically, there are seven steps involved in upgrading to a newer version of Trac:
 
-=== 1. Update the Trac Code === #UpdatetheTracCode
+=== 1. Bring your server off-line
+
+It is not a good idea to update a running server: the server processes may have parts of the current packages cached in memory, and updating the code will likely trigger [#ZipImportError internal errors]. 
+
+=== 2. Update the Trac Code === #UpdatetheTracCode
 
 Get the new version as described in TracInstall, or your operating system specific procedure.
 
-If you already have a 0.11 version of Trac installed via `easy_install`, it might be easiest to also use `easy_install` to upgrade your Trac installation:
-
-{{{
-# easy_install --upgrade Trac==0.12
+If you already have a 0.12 version of Trac installed via `easy_install`, it might be easiest to also use `easy_install` to upgrade your Trac installation:
+
+{{{
+# easy_install --upgrade Trac==1.0
 }}}
 
@@ -28 +33 @@
 This cleanup is not mandatory, but makes it easier to troubleshoot issues later on, as you won't waste your time looking at code or templates from a previous release that are not being used anymore... As usual, make a backup before actually deleting things.
 
-=== 2. Upgrade the Trac Environment === #UpgradetheTracEnvironment
+=== 3. Upgrade the Trac Environment === #UpgradetheTracEnvironment
 
 Environment upgrades are not necessary for minor version releases unless otherwise noted. 
@@ -45 +50 @@
 }}}
 
-=== 3. Update the Trac Documentation === #UpdatetheTracDocumentation
+=== 4. Update the Trac Documentation === #UpdatetheTracDocumentation
 
 Every [TracEnvironment Trac environment] includes a copy of the Trac documentation for the installed version. As you probably want to keep the included documentation in sync with the installed version of Trac, [TracAdmin trac-admin] provides a command to upgrade the documentation:
@@ -54 +59 @@
 Note that this procedure will leave your `WikiStart` page intact.
 
-=== 4. Resynchronize the Trac Environment Against the Source Code Repository ===
-
-Each [TracEnvironment Trac environment] must be resynchronized against the source code repository in order to avoid errors such as "[http://trac.edgewall.org/ticket/6120 No changeset ??? in the repository]" while browsing the source through the Trac interface:
-
-{{{
-trac-admin /path/to/projenv repository resync '*'
-}}}
 
 === 5. Refresh static resources ===
@@ -70 +68 @@
 this will extract static resources and CGI scripts (`trac.wsgi`, etc) from new Trac version and its plugins into `/deploy/path`.
 
-Some web browsers cache CSS and Javascript files persistently, so you may need to instruct your users to manually erase the contents of their browser's cache.
+Some web browsers (IE, Opera) cache CSS and Javascript files aggressively, so you may need to instruct your users to manually erase the contents of their browser's cache, a forced refreshed (`<F5>`) should be enough.
+{{{#!comment
+Remove above note once #9936 is fixed.
+}}}
 
 === 6. Steps specific to a given Trac version  ===
+
+==== Upgrading from Trac 0.12 to Trac 1.0 ==== #to1.0
+
+===== Python 2.4 no longer supported =====
+The minimum supported version of python is now 2.5
+
+===== Subversion components not enabled by default for new installations
+The Trac components for Subversion support are no longer enabled by default. To enable the svn support, you need to make sure the `tracopt.versioncontrol.svn` components are enabled, for example by setting the following in the TracIni:
+{{{
+[components]
+tracopt.versioncontrol.svn.* = enabled
+}}}
+The upgrade procedure should take care of this and change the TracIni appropriately, unless you already had the svn components explicitly disabled.
+
+
+===== Attachments migrated to new location
+Another step in the automatic upgrade will change the way the attachments are stored. If you're a bit paranoid, you might want to take a backup of the `attachments` directory before upgrading (but if you are, you already did a full copy of the environment, no?). In case the `attachments` directory contains some files which are //not// attachments, the last step of the migration to the new layout will fail: the deletion of the now unused `attachments` directory can't be done if there are still files and folders in it. You may ignore this error, but better go have a look to these files, move them elsewhere and remove the `attachments` directory manually to cleanup the environment. The attachments themselves are now all located in your environment below the `files/attachments` directory.
+
+===== Behavior of `[ticket] default_owner` changed
+Prior to 1.0, the owner field of new tickets always defaulted to `[ticket] default_owner` when the value was not empty. If the value was empty, the owner field defaulted to to the Component's owner. In 1.0 and later, the `default_owner` must be set to `< default >` to make new tickets default to the Component's owner. This change allows the `default_owner` to be set to an empty value if no default owner is desired.
+
+
 ==== Upgrading from Trac 0.11 to Trac 0.12 ====
+
 ===== Python 2.3 no longer supported =====
 The minimum supported version of python is now 2.4
@@ -88 +112 @@
 This may be of interest to users with only one repository, since there's now a way to avoid the potentially costly resync check at every request.
 
+===== Resynchronize the Trac Environment Against the Source Code Repository =====
+
+Each [TracEnvironment Trac environment] must be resynchronized against the source code repository in order to avoid errors such as "[trac:#6120 No changeset ??? in the repository]" while browsing the source through the Trac interface:
+
+{{{
+trac-admin /path/to/projenv repository resync '*'
+}}}
+
 ===== Improved repository synchronization =====
 In addition to supporting multiple repositories, there is now a more efficient method for synchronizing Trac and your repositories.
@@ -93 +125 @@
 While you can keep the same synchronization as in 0.11 adding the post-commit hook as outlined in TracRepositoryAdmin#Synchronization and TracRepositoryAdmin#ExplicitSync will allow more efficient synchronization and is more or less required for multiple repositories.
 
-Note that if you were using the `trac-post-commit-hook`, ''you're strongly advised to upgrade it'' to the new hook documented in the above references, as the old hook will not work with anything else than the default repository and even for this case, it won't trigger the appropriate notifications.
+Note that if you were using the `trac-post-commit-hook`, ''you're strongly advised to upgrade it'' to the new hook documented in the above references and [TracWorkflow#Howtocombinethetracopt.ticket.commit_updaterwiththetestingworkflow here], as the old hook will not work with anything else than the default repository and even for this case, it won't trigger the appropriate notifications.
 
 ===== Authz permission checking =====
@@ -127 +159 @@
 == Known Issues ==
 
+Things you should pay attention to, while upgrading.
+
+=== Customized Templates
+
+Trac supports customization of its Genshi templates by placing copies of the templates in the `<env>/templates` folder of your [TracEnvironment environment] or in a common location specified in the [[TracIni#GlobalConfiguration| [inherit] templates_dir]] configuration setting. If you choose to do so, be wary that you will need to repeat your changes manually on a copy of the new templates when you upgrade to a new release of Trac (even a minor one), as the templates will likely evolve. So keep a diff around ;-)
+
+The preferred way to perform TracInterfaceCustomization is to write a custom plugin doing an appropriate `ITemplateStreamFilter` transformation, as this is more robust in case of changes: we usually won't modify element `id`s or change CSS `class`es, and if we have to do so, this will be documented in the TracDev/ApiChanges pages.
+
+=== !ZipImportError ===
+
+Due to internal caching of zipped packages,  whenever the content of the packages change on disk, the in-memory zip index will no longer match and you'll get irrecoverable !ZipImportError errors. Better anticipate and bring your server down for maintenance before upgrading.
+See [trac:#7014] for details.
+
+=== Wiki Upgrade ===
+`trac-admin` will not delete or remove default wiki pages that were present in a previous version but are no longer in the new version.
+
+=== Trac database upgrade ===
+
+A known issue in some versions of PySqlite (2.5.2-2.5.4) prevents the trac-admin upgrade script from successfully upgrading the database format. It is advised to use either a newer or older version of the sqlite python bindings to avoid this error. For more details see ticket [trac:#9434].
+
 === parent dir ===
 If you use a trac parent env configuration and one of the plugins in one child does not work, none of the children work.
 
-=== Wiki Upgrade ===
-`trac-admin` will not delete or remove default wiki pages that were present in a previous version but are no longer in the new version.
-
-=== Trac database upgrade ===
-
-A known issue in some versions of PySqlite (2.5.2-2.5.4) prevents the trac-admin upgrade script from successfully upgrading the database format. It is advised to use either a newer or older version of the sqlite python bindings to avoid this error. For more details see ticket [trac:#9434].
-
-== Upgrading Python ==
+== Related topics
+
+=== Upgrading Python ===
 
 Upgrading Python to a newer version will require reinstallation of Python packages: Trac of course; also [http://pypi.python.org/pypi/setuptools easy_install], if you've been using that.  Assuming you're using Subversion, you'll also need to upgrade the Python bindings for svn.
 
-=== Windows and Python 2.6 ===
-
-If you've been using !CollabNet's Subversion package, you may need to uninstall that in favor of [http://alagazam.net/ Algazam], which has the Python bindings readily available (see TracSubversion).  The good news is, that works with no tweaking.
-
-== Changing Database Backend ==
-=== SQLite to PostgreSQL ===
-
-The [http://trac-hacks.org/wiki/SqliteToPgScript sqlite2pg] script on [http://trac-hacks.org trac-hacks.org] has been written to assist in migrating a SQLite database to a PostgreSQL database
-
-== Older Versions ==
+==== Windows and Python 2.6 ====
+
+If you've been using !CollabNet's Subversion package, you may need to uninstall that in favor of [http://alagazam.net/ Alagazam], which has the Python bindings readily available (see TracSubversion).  The good news is, that works with no tweaking.
+
+=== Changing Database Backend ===
+
+The [http://trac-hacks.org/wiki/TracMigratePlugin TracMigratePlugin] on [http://trac-hacks.org trac-hacks.org] has been written to assist in migrating between SQLite, MySQL and PostgreSQL databases.
+
+=== Upgrading from older versions of Trac === #OlderVersions
 
 For upgrades from versions older than Trac 0.10, refer first to [trac:wiki:0.10/TracUpgrade#SpecificVersions].