Changes between Version 2 and Version 3 of TracUpgrade

Timestamp:

Nov 9, 2012, 9:15:40 AM (12 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.
@@ -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
+
+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.
+
+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.
+
+
 ==== 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
@@ -87 +101 @@
 
 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 "[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 '*'
+}}}
 
 ===== Improved repository synchronization =====
@@ -127 +149 @@
 == Known Issues ==
 
-=== 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.
+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 ===
@@ -137 +169 @@
 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 ==
+=== 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.
+
+== 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 ===
+==== 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.
+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 ==
-=== SQLite to PostgreSQL ===
+=== 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 ==
+=== 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].