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annotate docs/upgrade.rst @ 6919:ef6991dee3b1

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diffs: extract _get_header as a pure function
author Mads Kiilerich <mads@kiilerich.com>
date Tue, 03 Oct 2017 00:14:40 +0200
parents 29e9cb56f26f
children 6ef837acb0d2
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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, 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
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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 create a new configuration (``.ini``) file::
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95
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96 gearbox make-config new.ini
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97
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98 Then compare it with your old config file and see what changed.
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99
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100 .. note::
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101 Please always make sure your ``.ini`` files are up to date. Errors
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102 can often be caused by missing parameters added in new versions.
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103
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104 .. _upgrade_db:
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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 .. note::
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111 If you are *downgrading* Kallithea, you should perform the database
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112 migration step *before* installing the older version. (That is,
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113 always perform migrations using the most recent of the two versions
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114 you're migrating between.)
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115
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116 First, run the following command to see your current database version::
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117
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118 alembic -c my.ini current
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119
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120 Typical output will be something like "9358dc3d6828 (head)", which is
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121 the current Alembic database "revision ID". Write down the entire output
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122 for troubleshooting purposes.
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123
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124 The output will be empty if you're upgrading from Kallithea 0.3.x or
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125 older. That's expected. If you get an error that the config file was not
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126 found or has no ``[alembic]`` section, see the next section.
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127
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128 Next, if you are performing an *upgrade*: Run the following command to
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129 upgrade your database to the current Kallithea version::
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130
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131 alembic -c my.ini upgrade head
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132
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133 If you are performing a *downgrade*: Run the following command to
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134 downgrade your database to the given version::
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135
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136 alembic -c my.ini downgrade 0.4
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137
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138 Alembic will show the necessary migrations (if any) as it executes them.
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139 If no "ERROR" is displayed, the command was successful.
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140
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141 Should an error occur, the database may be "stranded" half-way
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142 through the migration, and you should restore it from backup.
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143
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144 Enabling old Kallithea config files for Alembic use
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145 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
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146
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147 Kallithea configuration files created before the introduction of Alembic
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148 (i.e. predating Kallithea 0.4) need to be updated for use with Alembic.
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149 Without this, Alembic will fail with an error like this::
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150
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151 FAILED: No config file 'my.ini' found, or file has no '[alembic]' section
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152
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153 If Alembic complains specifically about a missing ``alembic.ini``, it is
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154 likely because you did not specify a config file using the ``-c`` option.
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155 On the other hand, if the mentioned config file actually exists, you
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156 need to append the following lines to it::
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157
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158 [alembic]
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159 script_location = kallithea:alembic
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160
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161 Your config file should now work with Alembic.
5954
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162
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163
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164 7. Rebuild the Whoosh full-text index
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165 -------------------------------------
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166
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167 It is recommended that you rebuild the Whoosh index after upgrading since
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168 new Whoosh versions can introduce incompatible index changes.
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169
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170
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171 8. Start the Kallithea web application
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172 --------------------------------------
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173
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174 This step once again depends entirely on the web server software used to
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175 serve Kallithea.
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176
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177 Before starting the new version of Kallithea, you may find it helpful to
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178 clear out your log file so that new errors are readily apparent.
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179
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180 .. note::
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181 If you're using Celery, make sure you restart all instances of it after
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182 upgrade.
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183
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184
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185 .. _virtualenv: http://pypi.python.org/pypi/virtualenv