Changes between Version 1 and Version 2 of TracUpgrade
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- Dec 3, 2016, 9:48:27 PM (8 years ago)
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TracUpgrade
v1 v2 1 = Upgrade Instructions =1 = Upgrade Instructions 2 2 [[TracGuideToc]] 3 3 [[PageOutline(2-4,,inline,unnumbered)]] 4 4 5 == Instructions ==5 == Instructions 6 6 7 7 Typically, there are seven steps involved in upgrading to a newer version of Trac: … … 9 9 === 1. Bring your server off-line 10 10 11 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]. 12 13 === 2. Update the Trac Code === #UpdatetheTracCode 14 15 Get the new version as described in TracInstall, or your operating system specific procedure. 16 17 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: 18 19 {{{ 20 # easy_install --upgrade Trac==1.0 21 }}} 22 23 If you do a manual (not operating system-specific) upgrade, you should also stop any running Trac servers before the installation. Doing "hot" upgrades is not advised, especially on Windows ([trac:#7265]). 11 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]. 12 13 Although a database backup will be implicitly created by default when upgrading the environment, it is always a good idea to perform a full backup of the environment using the [TracBackup hotcopy] command before beginning. 14 15 === 2. Update the Trac Code #UpdatetheTracCode 16 17 Get the new version as described in TracInstall, or through your operating system package manager. 18 19 If you already an earlier version of Trac installed via `easy_install`, it might be easiest to also use `easy_install` to upgrade your Trac installation: 20 21 {{{#!sh 22 easy_install --upgrade Trac==1.2 23 }}} 24 24 25 25 You may also want to remove the pre-existing Trac code by deleting the `trac` directory from the Python `lib/site-packages` directory, or remove Trac `.egg` files from former versions. … … 29 29 * on MacOSX: `/Library/Python/2.X/site-packages` 30 30 31 You may also want to remove the Trac `cgi-bin`, `htdocs`, `templates` and `wiki-default` directories that are commonly found in a directory called `share/trac`. The exact location depends on your platform. This cleanup is not mandatory, but makes it easier to troubleshoot issues later on, as your installation is uncluttered by code or templates from a previous release that is not used anymore. As usual, make a backup before actually removing things.32 33 === 3. Upgrade the Trac Environment ===#UpgradetheTracEnvironment31 You may also want to remove the directory in which your static resources are [TracInstall#cgi-bin deployed]. The exact location depends on your platform. This cleanup is not mandatory, but makes it easier to troubleshoot issues later on, as your installation is uncluttered by code or templates from a previous release that is not used anymore. As usual, make a backup before actually removing things. 32 33 === 3. Upgrade the Trac Environment #UpgradetheTracEnvironment 34 34 35 35 Environment upgrades are not necessary for minor version releases unless otherwise noted. 36 36 37 37 After restarting, Trac should show the instances which need a manual upgrade via the automated upgrade scripts to ease the pain. These scripts are run via [TracAdmin trac-admin]: 38 {{{ 38 {{{#!sh 39 39 trac-admin /path/to/projenv upgrade 40 40 }}} 41 41 42 This command will do nothingif the environment is already up-to-date.42 This command will not have any effect if the environment is already up-to-date. 43 43 44 44 Note that a backup of your database will be performed automatically prior to the upgrade. 45 This feature is relatively new for PostgreSQL or MySQL databases, so if it fails, you will have to backup the database manually. Then, to perform the actual upgrade , run:46 {{{ 45 This feature is relatively new for PostgreSQL or MySQL databases, so if it fails, you will have to backup the database manually. Then, to perform the actual upgrade: 46 {{{#!sh 47 47 trac-admin /path/to/projenv upgrade --no-backup 48 48 }}} … … 51 51 52 52 By default, every [TracEnvironment Trac environment] includes a copy of the Trac documentation for the installed version. However, to keep the included documentation in sync with the installed version of Trac, use the following [TracAdmin trac-admin] command to upgrade the documentation: 53 {{{ 53 {{{#!sh 54 54 trac-admin /path/to/projenv wiki upgrade 55 55 }}} … … 57 57 Note that this procedure will leave your `WikiStart` page intact. 58 58 59 === 5. Refresh static resources ===59 === 5. Refresh static resources 60 60 61 61 If you have set up a web server to give out static resources directly (accessed using the `/chrome/` URL) then you will need to refresh them using the same command: 62 {{{ 62 {{{#!sh 63 63 trac-admin /path/to/env deploy /deploy/path 64 64 }}} 65 this will extract static resources and CGI scripts (`trac.wsgi`, etc) from new Trac version and its plugins into `/deploy/path`. 65 66 This will extract static resources and CGI scripts (`trac.wsgi`, etc) from new Trac version and its plugins into `/deploy/path`. 66 67 67 68 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. … … 70 71 }}} 71 72 72 === 6. Steps specific to a given Trac version === 73 74 ==== Upgrading from Trac 0.12 to Trac 1.0 ==== #to1.0 75 76 ===== Python 2.4 no longer supported ===== 73 === 6. Steps specific to a given Trac version 74 75 ==== Upgrading from Trac 1.0 to 1.2 #to1.2 76 77 ===== Python 2.5 no longer supported 78 79 Upgrade Python to at least 2.6 or 2.7, but not 3.0 or greater. 80 81 ===== Obsolete Plugins 82 83 Trac has added functionality equivalent to the following plugins: 84 * [https://trac-hacks.org/wiki/AdminEnumListPlugin AdminEnumListPlugin] 85 * [https://trac-hacks.org/wiki/DateFieldPlugin DateFieldPlugin]: see the **time** [TracTicketsCustomFields#AvailableFieldTypesandOptions custom field type] 86 * [https://trac-hacks.org/wiki/GroupBasedRedirectionPlugin GroupBasedRedirectionPlugin]: the default handler can set as a user preference. 87 * [https://trac-hacks.org/wiki/LinenoMacro LinenoMacro]: see WikiProcessors#AvailableProcessors 88 * [https://trac-hacks.org/wiki/NeverNotifyUpdaterPlugin NeverNotifyUpdaterPlugin]: see [TracNotification#notification-subscriber-section notification subscribers] 89 * [https://trac-hacks.org/wiki/QueryUiAssistPlugin QueryUiAssistPlugin]: see TracQuery#Filters. 90 * [https://trac-hacks.org/wiki/TicketCreationStatusPlugin TicketCreationStatusPlugin]: see [#NewWorkflowActions] 91 92 The plugins should be removed when upgrading Trac to 1.2. 93 94 ===== New workflow actions #NewWorkflowActions 95 96 The ticket creation step is controlled with a workflow action. The default workflow has `create` and `create_and_assign` actions. The `create` action will always be added when upgrading the database. The `create_and_assign` action will be added if the workflow has an //assigned// state. You may want to edit your workflow after upgrading the database to customize the actions available on the //New Ticket// page. 97 98 ===== New permissions policy for read-only wiki pages 99 100 Since 1.1.2 the read-only attribute of wiki pages is enabled and enforced only when `ReadonlyWikiPolicy` is in the list of active permission policies. If `[trac] permission_policy` has the default value `DefaultPermissionPolicy, LegacyAttachmentPolicy`, then `ReadonlyWikiPolicy` should be automatically appended to the list when upgrading the environment: 101 {{{#!ini 102 [trac] 103 permission_policies = ReadonlyWikiPolicy, 104 DefaultPermissionPolicy, 105 LegacyAttachmentPolicy 106 }}} 107 108 If other permission policies are enabled, `trac.ini` will need to have `ReadonlyWikiPolicy` appended to the list of active `permission_policies`. See TracFineGrainedPermissions#ReadonlyWikiPolicy for additional details on the proper ordering. 109 110 ==== Upgrading from Trac 0.12 to Trac 1.0 #to1.0 111 112 ===== Python 2.4 no longer supported 113 77 114 Upgrade Python to at least 2.5, but not 3.0. 78 115 116 ===== Obsolete Plugins 117 118 Trac has added functionality equivalent to the following plugins: 119 120 * [https://trac-hacks.org/wiki/BatchModifyPlugin BatchModifyPlugin] 121 * [https://trac-hacks.org/wiki/GitPlugin GitPlugin] 122 * [https://trac-hacks.org/wiki/OverrideEditPlugin OverrideEditPlugin] 123 124 The plugins should be removed when upgrading Trac to 1.0. 125 79 126 ===== Subversion components not enabled by default for new installations 127 80 128 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: 81 {{{ 129 {{{#!ini 82 130 [components] 83 131 tracopt.versioncontrol.svn.* = enabled 84 132 }}} 133 85 134 The upgrade procedure should take care of this and change the TracIni appropriately, unless you already had the svn components explicitly disabled. 86 135 87 136 ===== Attachments migrated to new location 137 88 138 Another step in the automatic upgrade will change the way the attachments are stored. Create a backup of the `attachments` directory before upgrading. 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 to move them elsewhere and remove the `attachments` directory manually. The attachments themselves are now all located in your environment below the `files/attachments` directory. 89 139 90 140 ===== Behavior of `[ticket] default_owner` changed 141 91 142 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. 92 143 93 ==== Upgrading from Trac 0.11 to Trac 0.12 ==== 94 95 ===== Python 2.3 no longer supported ===== 144 ==== Upgrading from Trac 0.11 to Trac 0.12 145 146 ===== Python 2.3 no longer supported 147 96 148 The minimum supported version of Python is now 2.4. 97 149 98 ===== SQLite v3.x required ===== 150 ===== SQLite v3.x required 151 99 152 SQLite v2.x is no longer supported. If you still use a Trac database of this format, you'll need to convert it to SQLite v3.x first. See [trac:PySqlite#UpgradingSQLitefrom2.xto3.x] for details. 100 153 101 ===== [trac:PySqlite] 2 required ===== 154 ===== [trac:PySqlite] 2 required 155 102 156 [trac:PySqlite] 1.1.x is no longer supported. Please install 2.5.5 or later if possible, see [#Tracdatabaseupgrade Trac database upgrade] below. 103 157 104 ===== Multiple Repository Support ===== 158 ===== Obsolete Plugins 159 160 Trac has added functionality equivalent to the following plugins: 161 162 * [https://trac-hacks.org/wiki/AutoQueryPlugin AutoQueryPlugin] 163 * [https://trac-hacks.org/wiki/AdminConsoleProviderPatch AdminConsoleProviderPatch] 164 * [https://trac-hacks.org/wiki/AnchorMacro AnchorMacro]: see WikiFormatting#SettingAnchors 165 * [https://trac-hacks.org/wiki/TicketChangePlugin TicketChangePlugin]: see [TracPermissions#TicketSystem TICKET_EDIT_COMMENT permission] 166 * [https://trac-hacks.org/wiki/TicketDeletePlugin TicketDeletePlugin]: see `tracopt.ticket.deleter` 167 * [https://trac-hacks.org/wiki/SubversionLocationPlugin SubversionLocationPlugin]: see TracRepositoryAdmin#Repositories 168 * [https://trac-hacks.org/wiki/WikiCreoleRendererPlugin WikiCreoleRendererPlugin]: see [trac:WikiCreole] 169 * [https://trac-hacks.org/wiki/RepoRevisionSyntaxPlugin RepoRevisionSyntaxPlugin] (added in 0.12.1) 170 171 The plugins should be removed when upgrading Trac to 0.12. 172 173 ===== Multiple Repository Support 174 105 175 The latest version includes support for multiple repositories. If you plan to add more repositories to your Trac instance, please refer to TracRepositoryAdmin#Migration. 106 176 107 177 This may be of interest to users with only one repository, since there is now a way to avoid the potentially costly resync check at every request. 108 178 109 ===== Resynchronize the Trac Environment Against the Source Code Repository =====179 ===== Resynchronize the Trac Environment Against the Source Code Repository 110 180 111 181 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: 112 182 113 {{{ 183 {{{#!sh 114 184 trac-admin /path/to/projenv repository resync '*' 115 185 }}} 116 186 117 ===== Improved repository synchronization ===== 187 ===== Improved repository synchronization 188 118 189 In addition to supporting multiple repositories, there is now a more efficient method for synchronizing Trac and your repositories. 119 190 … … 122 193 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. 123 194 124 ===== Authz permission checking ===== 195 ===== Authz permission checking 196 125 197 The authz permission checking has been migrated to a fine-grained permission policy. If you use authz permissions (aka `[trac] authz_file` and `authz_module_name`), you must add `AuthzSourcePolicy` in front of your permission policies in `[trac] permission_policies`. You must also remove `BROWSER_VIEW`, `CHANGESET_VIEW`, `FILE_VIEW` and `LOG_VIEW` from your global permissions with `trac-admin $ENV permission remove` or the "Permissions" admin panel. 126 198 127 ===== Microsecond timestamps ===== 199 ===== Microsecond timestamps 200 128 201 All timestamps in database tables, except the `session` table, have been changed from "seconds since epoch" to "microseconds since epoch" values. This change should be transparent to most users, except for custom reports. If any of your reports use date/time columns in calculations (e.g. to pass them to `datetime()`), you must divide the values retrieved from the database by 1'000'000. Similarly, if a report provides a calculated value to be displayed as a date/time (i.e. with a column named "time", "datetime", "changetime", "date", "created" or "modified"), you must provide a microsecond timestamp, that is, multiply your previous calculation with 1'000'000. 129 202 130 ==== Upgrading from Trac 0.10 to Trac 0.11 ==== 131 ===== Site Templates and Styles ===== 203 ==== Upgrading from Trac 0.10 to Trac 0.11 204 205 ===== Site Templates and Styles 206 132 207 The templating engine has changed in 0.11 to Genshi, please look at TracInterfaceCustomization for more information. 133 208 134 209 If you are using custom CSS or modified templates in the `templates` directory of the TracEnvironment, you will need to convert them to the Genshi way of doing things. To continue to use your style sheet, follow the instructions at TracInterfaceCustomization#SiteAppearance. 135 210 136 ===== Trac Macros, Plugins ===== 211 ===== Trac Macros, Plugins 212 137 213 The Trac macros will need to be adapted, as the old-style wiki-macros are not supported anymore due to the drop of [trac:ClearSilver] and the HDF. They need to be converted to the new-style macros, see WikiMacros. When they are converted to the new style, they need to be placed into the plugins directory instead and not wiki-macros, which is no longer scanned for macros or plugins. 138 214 139 ===== For FCGI/WSGI/CGI users ===== 215 ===== For FCGI/WSGI/CGI users 216 140 217 For those who run Trac under the CGI environment, run this command in order to obtain the trac.*gi file: 141 {{{ 218 {{{#!sh 142 219 trac-admin /path/to/env deploy /deploy/directory/path 143 220 }}} … … 145 222 This will create a deploy directory with the following two subdirectories: `cgi-bin` and `htdocs`. Then update your Apache configuration file `httpd.conf` with this new `trac.cgi` location and `htdocs` location. 146 223 147 ===== Web Admin plugin integrated ===== 224 ===== Web Admin plugin integrated 225 148 226 If you had the [trac:WebAdmin] plugin installed, you can uninstall it as it is part of the Trac code base since 0.11. 149 227 150 228 ===== New Default Configurable Workflow 151 229 152 When you run `trac-admin <env> upgrade`, your `trac.ini` will be modified to include a `[ticket-workflow]` section. The workflow configured in this case is the original workflow, so that ticket actions will behave like they did in 0.10. 153 154 Graphically, that looks like this: 230 When you run `trac-admin <env> upgrade`, your `trac.ini` will be modified to include a `[ticket-workflow]` section. The workflow configured in this case is the original workflow, so that ticket actions will behave like they did in 0.10: 155 231 156 232 {{{#!Workflow width=500 height=240 … … 174 250 There are some significant caveats in this, such as accepting a ticket sets it to 'assigned' state, and assigning a ticket sets it to 'new' state. So you will probably want to migrate to "basic" workflow; [trac:source:trunk/contrib/workflow/migrate_original_to_basic.py contrib/workflow/migrate_original_to_basic.py] may be helpful. See TracWorkflow for a detailed description of the new basic workflow. 175 251 176 === 7. Restart the Web Server ===#RestarttheWebServer252 === 7. Restart the Web Server #RestarttheWebServer 177 253 178 254 If you are not running [wiki:TracCgi CGI], reload the new Trac code by restarting your web server. 179 255 180 == Known Issues ==256 == Known Issues 181 257 182 258 === Customized Templates … … 186 262 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 [trac:TracDev/ApiChanges] pages. 187 263 188 === !ZipImportError ===264 === !ZipImportError 189 265 190 266 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. 191 267 See [trac:#7014] for details. 192 268 193 === Wiki Upgrade === 269 === Wiki Upgrade 270 194 271 `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. 195 272 196 === Trac database upgrade ===273 === Trac database upgrade 197 274 198 275 A known issue in some versions of [trac: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]. 199 276 200 === Parent dir === 277 === Parent dir 278 201 279 If you use a Trac parent env configuration and one of the plugins in one child does not work, none of the children will work. 202 280 203 281 == Related topics 204 282 205 === Upgrading Python ===283 === Upgrading Python 206 284 207 285 Upgrading Python to a newer version will require reinstallation of Python packages: Trac itself of course, but also [http://pypi.python.org/pypi/setuptools easy_install], if you've been using that. If you are using Subversion, you'll also need to upgrade the Python bindings for svn. 208 286 209 ==== Windows and Python 2.6 ====287 ==== Windows and Python 2.6 210 288 211 289 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 [trac:TracSubversion]. That package works without tweaking. 212 290 213 === Changing Database Backend ===214 215 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.216 217 === Upgrading from older versions of Trac ===#OlderVersions291 === Changing Database Backend 292 293 The [https://trac-hacks.org/wiki/TracMigratePlugin TracMigratePlugin] on [https://trac-hacks.org trac-hacks.org] has been written to assist in migrating between SQLite, MySQL and PostgreSQL databases. 294 295 === Upgrading from older versions of Trac #OlderVersions 218 296 219 297 For upgrades from versions older than Trac 0.10, refer first to [trac:wiki:0.10/TracUpgrade#SpecificVersions].