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docs: upgrade: make upgrade instructions from version control more explicit Instruct users to make a note of the orginal and new revision, both to help in any failure analysis, and also to let them realize when the 'hg update' command failed.
author Thomas De Schampheleire <thomas.de_schampheleire@nokia.com>
date Fri, 28 Dec 2018 22:39:38 +0100
parents 14e8dcffd279
children a2abde4062ec
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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.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, assuming you did not make
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85 private changes (in which case you should adapt the instructions accordingly)::
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86
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87 cd my-kallithea-clone
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88 hg parent # make a note of the original revision
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89 hg pull
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90 hg update
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91 hg parent # make a note of the new revision
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92 pip install --upgrade -e .
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93 kallithea-cli front-end-build
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94
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95 .. _upgrade_config:
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96
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97
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98 5. Upgrade your configuration
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99 -----------------------------
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100
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101 Run the following command to create a new configuration (``.ini``) file::
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102
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103 kallithea-cli config-create new.ini
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104
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105 Then compare it with your old config file and see what changed.
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106
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107 .. note::
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108 Please always make sure your ``.ini`` files are up to date. Errors
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109 can often be caused by missing parameters added in new versions.
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110
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111 .. _upgrade_db:
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112
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113
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114 6. Upgrade your database
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115 ------------------------
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116
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117 .. note::
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118 If you are *downgrading* Kallithea, you should perform the database
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119 migration step *before* installing the older version. (That is,
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120 always perform migrations using the most recent of the two versions
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121 you're migrating between.)
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122
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123 First, run the following command to see your current database version::
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124
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125 alembic -c new.ini current
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126
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127 Typical output will be something like "9358dc3d6828 (head)", which is
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128 the current Alembic database "revision ID". Write down the entire output
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129 for troubleshooting purposes.
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130
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131 The output will be empty if you're upgrading from Kallithea 0.3.x or
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132 older. That's expected. If you get an error that the config file was not
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133 found or has no ``[alembic]`` section, see the next section.
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134
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135 Next, if you are performing an *upgrade*: Run the following command to
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136 upgrade your database to the current Kallithea version::
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137
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138 alembic -c new.ini upgrade head
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139
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140 If you are performing a *downgrade*: Run the following command to
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141 downgrade your database to the given version::
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142
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143 alembic -c new.ini downgrade 0.4
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144
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145 Alembic will show the necessary migrations (if any) as it executes them.
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146 If no "ERROR" is displayed, the command was successful.
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147
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148 Should an error occur, the database may be "stranded" half-way
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149 through the migration, and you should restore it from backup.
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150
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151 Enabling old Kallithea config files for Alembic use
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152 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
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153
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154 Kallithea configuration files created before the introduction of Alembic
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155 (i.e. predating Kallithea 0.4) need to be updated for use with Alembic.
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156 Without this, Alembic will fail with an error like this::
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157
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158 FAILED: No config file 'my.ini' found, or file has no '[alembic]' section
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159
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160 .. note::
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161 If you followed this upgrade guide correctly, you will have created a
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162 new configuration file in section :ref:`Upgrading your configuration
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163 <upgrade_config>`. When calling Alembic, make
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164 sure to use this new config file. In this case, you should not get any
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165 errors and the below manual steps should not be needed.
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166
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167 If Alembic complains specifically about a missing ``alembic.ini``, it is
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168 likely because you did not specify a config file using the ``-c`` option.
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169 On the other hand, if the mentioned config file actually exists, you
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170 need to append the following lines to it::
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171
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172 [alembic]
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173 script_location = kallithea:alembic
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174
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175 Your config file should now work with Alembic.
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176
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177
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178 7. Update Git repository hooks
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179 ------------------------------
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180
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181 It is possible that an upgrade involves changes to the Git hooks installed by
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182 Kallithea. As these hooks are created inside the repositories on the server
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183 filesystem, they are not updated automatically when upgrading Kallithea itself.
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184
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185 To update the hooks of your Git repositories:
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186
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187 * Go to *Admin > Settings > Remap and Rescan*
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188 * Select the checkbox *Install Git hooks*
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189 * Click the button *Rescan repositories*
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190
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191 .. note::
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192 Kallithea does not use hooks on Mercurial repositories. This step is thus
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193 not necessary if you only have Mercurial repositories.
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194
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195
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196 8. Rebuild the Whoosh full-text index
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197 -------------------------------------
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198
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199 It is recommended that you rebuild the Whoosh index after upgrading since
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200 new Whoosh versions can introduce incompatible index changes.
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201
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202
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203 9. Start the Kallithea web application
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204 --------------------------------------
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205
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206 This step once again depends entirely on the web server software used to
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207 serve Kallithea.
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208
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209 Before starting the new version of Kallithea, you may find it helpful to
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210 clear out your log file so that new errors are readily apparent.
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211
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212 .. note::
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213 If you're using Celery, make sure you restart all instances of it after
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214 upgrade.
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215
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216
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217 .. _virtualenv: http://pypi.python.org/pypi/virtualenv