Mercurial > kallithea
annotate docs/upgrade.rst @ 8670:bf2286a3fc7e
tests: simplify test_lib mocking of routing.url
Mock internals of the url generator to avoid import tricks.
author | Mads Kiilerich <mads@kiilerich.com> |
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date | Sun, 11 Oct 2020 17:10:38 +0200 |
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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 custom :ref:`extensions <customization>`, you should also |
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43 make a copy of the ``extensions.py`` file. |
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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 MariaDB/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. If you were running Kallithea 0.3.x or |
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59 older, this was ``sqlalchemy.db1.url``. |
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60 |
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61 |
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62 3. Activate or recreate the Kallithea virtual environment (if any) |
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63 ------------------------------------------------------------------ |
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64 |
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65 .. note:: |
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66 If you did not install Kallithea in a virtual environment, skip this step. |
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67 |
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68 For major upgrades, e.g. from 0.3.x to 0.4.x, it is recommended to create a new |
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69 virtual environment, rather than reusing the old. For minor upgrades, e.g. |
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70 within the 0.4.x range, this is not really necessary (but equally fine). |
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71 |
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72 To create a new virtual environment, please refer to the appropriate |
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73 installation page for details. After creating and activating the new virtual |
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74 environment, proceed with the rest of the upgrade process starting from the next |
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75 section. |
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76 |
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77 To reuse the same virtual environment, first activate it, then verify that you |
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78 are using the correct environment by running:: |
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79 |
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80 pip freeze |
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81 |
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82 This will list all packages installed in the current environment. If |
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83 Kallithea isn't listed, deactivate the environment and then activate the correct |
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84 one, or recreate a new environment. See the appropriate installation page for |
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85 details. |
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86 |
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87 |
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88 4. Install new version of Kallithea |
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89 ----------------------------------- |
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90 |
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91 Please refer to the instructions for the installation method you |
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92 originally used to install Kallithea. |
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93 |
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94 If you originally installed using pip, it is as simple as:: |
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95 |
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96 pip install --upgrade kallithea |
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97 |
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98 If you originally installed from version control, assuming you did not make |
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99 private changes (in which case you should adapt the instructions accordingly):: |
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100 |
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101 cd my-kallithea-clone |
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102 hg parent # make a note of the original revision |
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103 hg pull |
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104 hg update |
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105 hg parent # make a note of the new revision |
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106 pip install --upgrade -e . |
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107 |
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108 .. _upgrade_config: |
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109 |
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110 |
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111 5. Upgrade your configuration |
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112 ----------------------------- |
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113 |
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114 Run the following command to create a new configuration (``.ini``) file:: |
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116 kallithea-cli config-create new.ini |
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117 |
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118 Then compare it with your old config file and copy over the required |
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119 configuration values from the old to the new file. |
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120 |
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121 .. note:: |
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122 Please always make sure your ``.ini`` files are up to date. Errors |
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123 can often be caused by missing parameters added in new versions. |
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124 |
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125 .. _upgrade_db: |
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126 |
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127 |
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128 6. Upgrade your database |
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129 ------------------------ |
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130 |
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131 .. note:: |
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132 If you are *downgrading* Kallithea, you should perform the database |
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133 migration step *before* installing the older version. (That is, |
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134 always perform migrations using the most recent of the two versions |
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135 you're migrating between.) |
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136 |
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137 First, run the following command to see your current database version:: |
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138 |
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139 alembic -c new.ini current |
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140 |
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141 Typical output will be something like "9358dc3d6828 (head)", which is |
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142 the current Alembic database "revision ID". Write down the entire output |
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143 for troubleshooting purposes. |
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144 |
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145 The output will be empty if you're upgrading from Kallithea 0.3.x or |
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146 older. That's expected. If you get an error that the config file was not |
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147 found or has no ``[alembic]`` section, see the next section. |
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148 |
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149 Next, if you are performing an *upgrade*: Run the following command to |
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150 upgrade your database to the current Kallithea version:: |
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151 |
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152 alembic -c new.ini upgrade head |
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153 |
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154 If you are performing a *downgrade*: Run the following command to |
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155 downgrade your database to the given version:: |
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156 |
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157 alembic -c new.ini downgrade 0.4 |
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158 |
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159 Alembic will show the necessary migrations (if any) as it executes them. |
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160 If no "ERROR" is displayed, the command was successful. |
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161 |
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162 Should an error occur, the database may be "stranded" half-way |
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163 through the migration, and you should restore it from backup. |
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164 |
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165 Enabling old Kallithea config files for Alembic use |
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166 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ |
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167 |
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168 Kallithea configuration files created before the introduction of Alembic |
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169 (i.e. predating Kallithea 0.4) need to be updated for use with Alembic. |
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170 Without this, Alembic will fail with an error like this:: |
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171 |
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172 FAILED: No config file 'my.ini' found, or file has no '[alembic]' section |
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173 |
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174 .. note:: |
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175 If you followed this upgrade guide correctly, you will have created a |
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176 new configuration file in section :ref:`Upgrading your configuration |
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177 <upgrade_config>`. When calling Alembic, make |
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178 sure to use this new config file. In this case, you should not get any |
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179 errors and the below manual steps should not be needed. |
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180 |
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181 If Alembic complains specifically about a missing ``alembic.ini``, it is |
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182 likely because you did not specify a config file using the ``-c`` option. |
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183 On the other hand, if the mentioned config file actually exists, you |
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184 need to append the following lines to it:: |
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185 |
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186 [alembic] |
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187 script_location = kallithea:alembic |
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188 |
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189 Your config file should now work with Alembic. |
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190 |
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191 |
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192 7. Prepare the front-end |
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193 ------------------------ |
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194 |
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195 Starting with Kallithea 0.4, external front-end dependencies are no longer |
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196 shipped but need to be downloaded and/or generated at installation time. Run the |
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197 following command:: |
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198 |
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199 kallithea-cli front-end-build |
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200 |
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201 |
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202 8. Rebuild the Whoosh full-text index |
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203 ------------------------------------- |
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204 |
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205 It is recommended that you rebuild the Whoosh index after upgrading since |
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206 new Whoosh versions can introduce incompatible index changes. |
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207 |
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208 |
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209 9. Start the Kallithea web application |
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210 -------------------------------------- |
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211 |
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212 This step once again depends entirely on the web server software used to |
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213 serve Kallithea. |
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214 |
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215 If you were running Kallithea 0.3.x or older and were using ``paster serve |
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216 my.ini`` before, then the corresponding command in Kallithea 0.4 and later is:: |
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217 |
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218 gearbox serve -c new.ini |
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219 |
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220 Before starting the new version of Kallithea, you may find it helpful to |
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221 clear out your log file so that new errors are readily apparent. |
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223 .. note:: |
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224 If you're using Celery, make sure you restart all instances of it after |
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225 upgrade. |
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228 10. Update Git repository hooks |
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229 ------------------------------- |
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231 It is possible that an upgrade involves changes to the Git hooks installed by |
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232 Kallithea. As these hooks are created inside the repositories on the server |
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233 filesystem, they are not updated automatically when upgrading Kallithea itself. |
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235 To update the hooks of your Git repositories: |
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236 |
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237 * Go to *Admin > Settings > Remap and Rescan* |
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238 * Select the checkbox *Install Git hooks* |
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239 * Click the button *Rescan repositories* |
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240 |
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241 .. note:: |
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242 Kallithea does not use hooks on Mercurial repositories. This step is thus |
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243 not necessary if you only have Mercurial repositories. |