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annotate docs/upgrade.rst @ 6013:0b6d2ca7175f

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db: drop RhodeCode compatibility (database rebranding etc.) To migrate from RhodeCode, users will have to first migrate to Kallithea 0.3.2.
author Søren Løvborg <sorenl@unity3d.com>
date Mon, 18 Jul 2016 14:03:17 +0200
parents 8075ec3d0233
children c7ef77ab2f95
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1 .. _upgrade:
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2
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3 ===================
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4 Upgrading Kallithea
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5 ===================
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6
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7 This describes the process for upgrading Kallithea, independently of the
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8 Kallithea installation method.
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9
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10 .. note::
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11 If you are upgrading from a RhodeCode installation, you must first
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12 install Kallithea 0.3.2 and follow the instructions in the 0.3.2
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13 README to perform a one-time conversion of the database from
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14 RhodeCode to Kallithea, before upgrading to the latest version
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15 of Kallithea.
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16
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17
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18 1. Stop the Kallithea web application
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19 -------------------------------------
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20
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21 This step depends entirely on the web server software used to serve
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22 Kallithea, but in any case, Kallithea should not be running during
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23 the upgrade.
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24
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25 .. note::
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26 If you're using Celery, make sure you stop all instances during the
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27 upgrade.
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28
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29
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30 2. Create a backup of both database and configuration
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31 -----------------------------------------------------
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32
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33 You are of course strongly recommended to make backups regularly, but it
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34 is *especially* important to make a full database and configuration
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35 backup before performing a Kallithea upgrade.
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36
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37 Back up your configuration
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38 ^^^^^^^^^^^^^^^^^^^^^^^^^^
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39
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40 Make a copy of your Kallithea configuration (``.ini``) file.
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41
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42 If you are using :ref:`rcextensions <customization>`, you should also
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43 make a copy of the entire ``rcextensions`` directory.
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44
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45 Back up your database
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46 ^^^^^^^^^^^^^^^^^^^^^
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47
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48 If using SQLite, simply make a copy of the Kallithea database (``.db``)
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49 file.
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50
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51 If using PostgreSQL, please consult the documentation for the ``pg_dump``
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52 utility.
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53
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54 If using MySQL, please consult the documentation for the ``mysqldump``
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55 utility.
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56
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57 Look for ``sqlalchemy.db1.url`` in your configuration file to determine
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58 database type, settings, location, etc.
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59
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60
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61 3. Activate the Kallithea virtual environment (if any)
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62 ------------------------------------------------------
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63
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64 Verify that you are using the Python environment that you originally
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65 installed Kallithea in by running::
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66
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67 pip freeze
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68
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69 This will list all packages installed in the current environment. If
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70 Kallithea isn't listed, activate the correct virtual environment.
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71 See the appropriate installation page for details.
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72
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73
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74 4. Install new version of Kallithea
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75 -----------------------------------
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76
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77 Please refer to the instructions for the installation method you
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78 originally used to install Kallithea.
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79
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80 If you originally installed using pip, it is as simple as::
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81
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82 pip install --upgrade kallithea
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83
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84 If you originally installed from version control, it is as simple as::
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85
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86 cd my-kallithea-clone
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87 hg pull -u
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88 pip install -e .
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89
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90
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91 5. Upgrade your configuration
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92 -----------------------------
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93
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94 Run the following command to upgrade your configuration (``.ini``) file::
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95
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96 paster make-config Kallithea my.ini
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97
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98 This will display any changes made by the new version of Kallithea to your
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99 current configuration, and attempt an automatic merge. It is recommended
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100 that you check the contents after the merge.
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101
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102 .. note::
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103 Please always make sure your ``.ini`` files are up to date. Errors
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104 can often be caused by missing parameters added in new versions.
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105
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106
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107 6. Upgrade your database
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108 ------------------------
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109
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110 To do this simply run::
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111
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112 paster upgrade-db my.ini
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113
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114 This will upgrade the schema and update some of the defaults in the database,
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115 and will always recheck the settings of the application, if there are no new
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116 options that need to be set.
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117
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118 .. note::
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119 The DB schema upgrade library has some limitations and can sometimes fail if you try to
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120 upgrade from older major releases. In such a case simply run upgrades sequentially, e.g.,
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121 upgrading from 0.1.X to 0.3.X should be done like this: 0.1.X. > 0.2.X > 0.3.X.
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122 You can always specify what version of Kallithea you want to install e.g. using pip:
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123 ``pip install Kallithea==0.2``
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124
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125
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126 7. Rebuild the Whoosh full-text index
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127 -------------------------------------
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128
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129 It is recommended that you rebuild the Whoosh index after upgrading since
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130 new Whoosh versions can introduce incompatible index changes.
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131
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132
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133 8. Start the Kallithea web application
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134 --------------------------------------
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135
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136 This step once again depends entirely on the web server software used to
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137 serve Kallithea.
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138
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139 Before starting the new version of Kallithea, you may find it helpful to
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140 clear out your log file so that new errors are readily apparent.
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141
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142 .. note::
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143 If you're using Celery, make sure you restart all instances of it after
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144 upgrade.
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145
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146
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147 .. _virtualenv: http://pypi.python.org/pypi/virtualenv