annotate docs/upgrade.rst @ 7131:33bd2aa757dd

templates: mark site as IE10+ compatible to bypass Compatibility mode Internet Explorer 11 (and probably other versions) seems to ship with the setting "Display intranet sites in Compatibility View" enabled by default. This compatibility view means that modern elements of CSS and JavaScript are not (well) support and makes Kallithea look very bad and become unusable. This is a problem when hosting Kallithea in a corporate environment where its URL is detected as 'the intranet'. Solve the issue by explicitly marking Kallithea to be compatible with IE10, so that Internet Explorer 10 and above will show Kallithea correctly in Intranet environments.
author Thomas De Schampheleire <thomas.de_schampheleire@nokia.com>
date Tue, 30 Jan 2018 13:57:26 +0100
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children 415cc651bd83
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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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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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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.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 --upgrade -e .
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89
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90 Temporarily, in the current version, an extra step is required to build
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91 front-end files:
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93 Find the right ``kallithea/public/less`` path with::
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95 python -c "import os, kallithea; print os.path.join(os.path.dirname(os.path.abspath(kallithea.__file__)), 'public', 'less')"
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97 Then run::
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98
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99 npm install
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100 npm run less
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101
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102
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103 5. Upgrade your configuration
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104 -----------------------------
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105
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106 Run the following command to create a new configuration (``.ini``) file::
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107
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108 gearbox make-config new.ini
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109
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110 Then compare it with your old config file and see what changed.
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111
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112 .. note::
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113 Please always make sure your ``.ini`` files are up to date. Errors
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114 can often be caused by missing parameters added in new versions.
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115
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116 .. _upgrade_db:
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117
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118
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119 6. Upgrade your database
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120 ------------------------
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121
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122 .. note::
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123 If you are *downgrading* Kallithea, you should perform the database
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124 migration step *before* installing the older version. (That is,
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125 always perform migrations using the most recent of the two versions
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126 you're migrating between.)
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127
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128 First, run the following command to see your current database version::
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129
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130 alembic -c my.ini current
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131
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132 Typical output will be something like "9358dc3d6828 (head)", which is
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133 the current Alembic database "revision ID". Write down the entire output
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134 for troubleshooting purposes.
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135
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136 The output will be empty if you're upgrading from Kallithea 0.3.x or
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137 older. That's expected. If you get an error that the config file was not
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138 found or has no ``[alembic]`` section, see the next section.
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139
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140 Next, if you are performing an *upgrade*: Run the following command to
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141 upgrade your database to the current Kallithea version::
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142
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143 alembic -c my.ini upgrade head
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144
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145 If you are performing a *downgrade*: Run the following command to
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146 downgrade your database to the given version::
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147
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148 alembic -c my.ini downgrade 0.4
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149
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150 Alembic will show the necessary migrations (if any) as it executes them.
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151 If no "ERROR" is displayed, the command was successful.
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152
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153 Should an error occur, the database may be "stranded" half-way
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154 through the migration, and you should restore it from backup.
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155
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156 Enabling old Kallithea config files for Alembic use
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157 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
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158
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159 Kallithea configuration files created before the introduction of Alembic
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160 (i.e. predating Kallithea 0.4) need to be updated for use with Alembic.
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161 Without this, Alembic will fail with an error like this::
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162
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163 FAILED: No config file 'my.ini' found, or file has no '[alembic]' section
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164
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165 If Alembic complains specifically about a missing ``alembic.ini``, it is
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166 likely because you did not specify a config file using the ``-c`` option.
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167 On the other hand, if the mentioned config file actually exists, you
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168 need to append the following lines to it::
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169
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170 [alembic]
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171 script_location = kallithea:alembic
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172
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173 Your config file should now work with Alembic.
5954
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174
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175
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176 7. Rebuild the Whoosh full-text index
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177 -------------------------------------
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178
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179 It is recommended that you rebuild the Whoosh index after upgrading since
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180 new Whoosh versions can introduce incompatible index changes.
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181
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182
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183 8. Start the Kallithea web application
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184 --------------------------------------
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185
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186 This step once again depends entirely on the web server software used to
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187 serve Kallithea.
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188
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189 Before starting the new version of Kallithea, you may find it helpful to
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190 clear out your log file so that new errors are readily apparent.
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191
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192 .. note::
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193 If you're using Celery, make sure you restart all instances of it after
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194 upgrade.
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195
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196
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197 .. _virtualenv: http://pypi.python.org/pypi/virtualenv