Changes between Version 2 and Version 3 of TracUpgrade


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Timestamp:
Jun 22, 2016 10:07:01 AM (6 years ago)
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trac
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  • TracUpgrade

    v2 v3  
    1 = Upgrade Instructions =
     1= Upgrade Instructions
    22[[TracGuideToc]]
    33[[PageOutline(2-4,,inline,unnumbered)]]
    44
    5 == Instructions ==
     5== Instructions
    66
    77Typically, there are seven steps involved in upgrading to a newer version of Trac:
     
    99=== 1. Bring your server off-line
    1010
    11 It is not a good idea to update a running server: the server processes may have parts of the current packages cached in memory, and updating the code will likely trigger [#ZipImportError internal errors].
    12 
    13 === 2. Update the Trac Code === #UpdatetheTracCode
     11It is not a good idea to update a running server: the server processes may have parts of the current packages cached in memory, and updating the code will likely trigger [#ZipImportError internal errors].
     12
     13Although a database backup will be implicitly created by default when upgrading the environment, it is always a good idea to perform a full backup of the environment using the [TracBackup hotcopy] command before beginning.
     14
     15=== 2. Update the Trac Code #UpdatetheTracCode
    1416
    1517Get the new version as described in TracInstall, or your operating system specific procedure.
    1618
    17 If you already have a 0.11 version of Trac installed via `easy_install`, it might be easiest to also use `easy_install` to upgrade your Trac installation:
    18 
    19 {{{
    20 # easy_install --upgrade Trac==0.12
     19If you already have a 0.12 version of Trac installed via `easy_install`, it might be easiest to also use `easy_install` to upgrade your Trac installation:
     20
     21{{{#!sh
     22easy_install --upgrade Trac==1.0
    2123}}}
    2224
     
    2931 * on MacOSX: `/Library/Python/2.X/site-packages`
    3032
    31 You may also want to remove the Trac `cgi-bin`, `htdocs`, `templates` and `wiki-default` directories that are commonly found in a directory called `share/trac`. (The exact location depends on your platform.)
    32 
    33 This cleanup is not mandatory, but makes it easier to troubleshoot issues later on, as you won't waste your time looking at code or templates from a previous release that are not being used anymore... As usual, make a backup before actually deleting things.
    34 
    35 === 3. Upgrade the Trac Environment === #UpgradetheTracEnvironment
     33You may also want to remove the Trac `cgi-bin`, `htdocs`, `templates` and `wiki-default` directories that are commonly found in a directory called `share/trac`. The exact location depends on your platform. This cleanup is not mandatory, but makes it easier to troubleshoot issues later on, as your installation is uncluttered by code or templates from a previous release that is not used anymore. As usual, make a backup before actually removing things.
     34
     35=== 3. Upgrade the Trac Environment #UpgradetheTracEnvironment
    3636
    3737Environment upgrades are not necessary for minor version releases unless otherwise noted.
    3838
    3939After restarting, Trac should show the instances which need a manual upgrade via the automated upgrade scripts to ease the pain. These scripts are run via [TracAdmin trac-admin]:
    40 {{{
     40{{{#!sh
    4141trac-admin /path/to/projenv upgrade
    4242}}}
     
    4545
    4646Note that a backup of your database will be performed automatically prior to the upgrade.
    47 This feature is relatively new for the PostgreSQL or MySQL database backends, so if it fails, you will have to backup the database manually. Then, to perform the actual upgrade, run:
    48 {{{
     47This feature is relatively new for PostgreSQL or MySQL databases, so if it fails, you will have to backup the database manually. Then, to perform the actual upgrade, run:
     48{{{#!sh
    4949trac-admin /path/to/projenv upgrade --no-backup
    5050}}}
     
    5252=== 4. Update the Trac Documentation === #UpdatetheTracDocumentation
    5353
    54 Every [TracEnvironment Trac environment] includes a copy of the Trac documentation for the installed version. As you probably want to keep the included documentation in sync with the installed version of Trac, [TracAdmin trac-admin] provides a command to upgrade the documentation:
    55 {{{
     54By default, every [TracEnvironment Trac environment] includes a copy of the Trac documentation for the installed version. However, to keep the included documentation in sync with the installed version of Trac, use the following [TracAdmin trac-admin] command to upgrade the documentation:
     55{{{#!sh
    5656trac-admin /path/to/projenv wiki upgrade
    5757}}}
     
    5959Note that this procedure will leave your `WikiStart` page intact.
    6060
    61 
    62 === 5. Refresh static resources ===
     61=== 5. Refresh static resources
    6362
    6463If you have set up a web server to give out static resources directly (accessed using the `/chrome/` URL) then you will need to refresh them using the same command:
    65 {{{
     64{{{#!sh
    6665trac-admin /path/to/env deploy /deploy/path
    6766}}}
     
    7372}}}
    7473
    75 === 6. Steps specific to a given Trac version  ===
    76 ==== Upgrading from Trac 0.12 to Trac 1.0 ==== #to1.0
    77 
     74=== 6. Steps specific to a given Trac version
     75
     76==== Upgrading from Trac 1.0 to 1.1.x #to1.1.x
     77
     78===== Python 2.5 no longer supported
     79Upgrade Python to at least 2.6, but not 3.0.
     80
     81===== New workflow actions
     82
     83The ticket creation step is now controlled with a workflow action. The default workflow has `create` and `create_and_assign` actions. The `create` action will always be added when upgrading the database. The `create_and_assign` action will be added if the workflow has an //assigned// state. You may want to edit your workflow after upgrading the database to customize the actions available on the //New Ticket// page.
     84
     85===== New permissions policy for read-only wiki pages
     86Since 1.1.2 the read-only attribute of wiki pages is enabled and enforced only when `ReadonlyWikiPolicy` is in the list of active permission policies. If `[trac] permission_policy` has the default value `DefaultPermissionPolicy, LegacyAttachmentPolicy`, then `ReadonlyWikiPolicy` should be automatically appended to the list when upgrading the environment:
     87{{{#!ini
     88[trac]
     89permission_policies = ReadonlyWikiPolicy,
     90 DefaultPermissionPolicy,
     91 LegacyAttachmentPolicy
     92}}}
     93If other permission policies are enabled, //trac.ini// will need to be edited to append `ReadonlyWikiPolicy` to the list of active `permission_policies`. See TracFineGrainedPermissions#ReadonlyWikiPolicy for additional details on the proper ordering.
     94
     95==== Upgrading from Trac 0.12 to Trac 1.0 #to1.0
     96
     97===== Python 2.4 no longer supported
     98Upgrade Python to at least 2.5, but not 3.0.
     99
     100===== Subversion components not enabled by default for new installations
    78101The Trac components for Subversion support are no longer enabled by default. To enable the svn support, you need to make sure the `tracopt.versioncontrol.svn` components are enabled, for example by setting the following in the TracIni:
    79 {{{
     102{{{#!ini
    80103[components]
    81104tracopt.versioncontrol.svn.* = enabled
     
    83106The upgrade procedure should take care of this and change the TracIni appropriately, unless you already had the svn components explicitly disabled.
    84107
    85 Another step in the automatic upgrade will change the way the attachments are stored. If you're a bit paranoid, you might want to take a backup of the `attachments` directory before upgrading (but if you are, you already did a full copy of the environment, no?). In case the `attachments` directory contains some files which are //not// attachments, the last step of the migration to the new layout will fail: the deletion of the now unused `attachments` directory can't be done if there are still files and folders in it. You may ignore this error, but better go have a look to these files, move them elsewhere and remove the `attachments` directory manually to cleanup the environment. The attachments themselves are now all located in your environment below the `files/attachments` directory.
    86 
    87 
    88 ==== Upgrading from Trac 0.11 to Trac 0.12 ====
    89 
    90 ===== Python 2.3 no longer supported =====
    91 The minimum supported version of python is now 2.4
    92 
    93 ===== SQLite v3.x required =====
     108===== Attachments migrated to new location
     109Another step in the automatic upgrade will change the way the attachments are stored. Create a backup of the `attachments` directory before upgrading. In case the `attachments` directory contains some files which are //not// attachments, the last step of the migration to the new layout will fail: the deletion of the now unused `attachments` directory can't be done if there are still files and folders in it. You may ignore this error, but better to move them elsewhere and remove the `attachments` directory manually. The attachments themselves are now all located in your environment below the `files/attachments` directory.
     110
     111===== Behavior of `[ticket] default_owner` changed
     112Prior to 1.0, the owner field of new tickets always defaulted to `[ticket] default_owner` when the value was not empty. If the value was empty, the owner field defaulted to to the Component's owner. In 1.0 and later, the `default_owner` must be set to `< default >` to make new tickets default to the Component's owner. This change allows the `default_owner` to be set to an empty value if no default owner is desired.
     113
     114==== Upgrading from Trac 0.11 to Trac 0.12
     115
     116===== Python 2.3 no longer supported
     117The minimum supported version of Python is now 2.4.
     118
     119===== SQLite v3.x required
    94120SQLite v2.x is no longer supported. If you still use a Trac database of this format, you'll need to convert it to SQLite v3.x first. See [trac:PySqlite#UpgradingSQLitefrom2.xto3.x] for details.
    95121
    96 ===== PySqlite 2 required =====
    97 PySqlite 1.1.x is no longer supported. Please install 2.5.5 or later if possible (see [#Tracdatabaseupgrade Trac database upgrade] below).
    98 
    99 ===== Multiple Repository Support =====
     122===== [trac:PySqlite] 2 required
     123[trac:PySqlite] 1.1.x is no longer supported. Please install 2.5.5 or later if possible, see [#Tracdatabaseupgrade Trac database upgrade] below.
     124
     125===== Multiple Repository Support
    100126The latest version includes support for multiple repositories. If you plan to add more repositories to your Trac instance, please refer to TracRepositoryAdmin#Migration.
    101127
    102 This may be of interest to users with only one repository, since there's now a way to avoid the potentially costly resync check at every request.
    103 
    104 ===== Resynchronize the Trac Environment Against the Source Code Repository =====
    105 
    106 Each [TracEnvironment Trac environment] must be resynchronized against the source code repository in order to avoid errors such as "[http://trac.edgewall.org/ticket/6120 No changeset ??? in the repository]" while browsing the source through the Trac interface:
    107 
    108 {{{
     128This may be of interest to users with only one repository, since there is now a way to avoid the potentially costly resync check at every request.
     129
     130===== Resynchronize the Trac Environment Against the Source Code Repository
     131
     132Each [TracEnvironment Trac environment] must be resynchronized against the source code repository in order to avoid errors such as "[trac:#6120 No changeset ??? in the repository]" while browsing the source through the Trac interface:
     133
     134{{{#!sh
    109135trac-admin /path/to/projenv repository resync '*'
    110136}}}
    111137
    112 ===== Improved repository synchronization =====
     138===== Improved repository synchronization
    113139In addition to supporting multiple repositories, there is now a more efficient method for synchronizing Trac and your repositories.
    114140
     
    117143Note that if you were using the `trac-post-commit-hook`, ''you're strongly advised to upgrade it'' to the new hook documented in the above references and [TracWorkflow#Howtocombinethetracopt.ticket.commit_updaterwiththetestingworkflow here], as the old hook will not work with anything else than the default repository and even for this case, it won't trigger the appropriate notifications.
    118144
    119 ===== Authz permission checking =====
    120 The authz permission checking has been migrated to a fine-grained permission policy. If you use authz permissions (aka `[trac] authz_file` and `authz_module_name`), you must add `AuthzSourcePolicy` in front of your permission policies in `[trac] permission_policies`. You must also remove `BROWSER_VIEW`, `CHANGESET_VIEW`, `FILE_VIEW` and `LOG_VIEW` from your global permissions (with `trac-admin $ENV permission remove` or the "Permissions" admin panel).
    121 
    122 ===== Microsecond timestamps =====
    123 All timestamps in database tables (except the `session` table) have been changed from "seconds since epoch" to "microseconds since epoch" values. This change should be transparent to most users, except for custom reports. If any of your reports use date/time columns in calculations (e.g. to pass them to `datetime()`), you must divide the values retrieved from the database by 1'000'000. Similarly, if a report provides a calculated value to be displayed as a date/time (i.e. with a column named "time", "datetime", "changetime", "date", "created" or "modified"), you must provide a microsecond timestamp, that is, multiply your previous calculation with 1'000'000.
    124 
    125 ==== Upgrading from Trac 0.10 to Trac 0.11 ====
    126 ===== Site Templates and Styles =====
     145===== Authz permission checking
     146The authz permission checking has been migrated to a fine-grained permission policy. If you use authz permissions (aka `[trac] authz_file` and `authz_module_name`), you must add `AuthzSourcePolicy` in front of your permission policies in `[trac] permission_policies`. You must also remove `BROWSER_VIEW`, `CHANGESET_VIEW`, `FILE_VIEW` and `LOG_VIEW` from your global permissions with `trac-admin $ENV permission remove` or the "Permissions" admin panel.
     147
     148===== Microsecond timestamps
     149All timestamps in database tables, except the `session` table, have been changed from "seconds since epoch" to "microseconds since epoch" values. This change should be transparent to most users, except for custom reports. If any of your reports use date/time columns in calculations (e.g. to pass them to `datetime()`), you must divide the values retrieved from the database by 1'000'000. Similarly, if a report provides a calculated value to be displayed as a date/time (i.e. with a column named "time", "datetime", "changetime", "date", "created" or "modified"), you must provide a microsecond timestamp, that is, multiply your previous calculation with 1'000'000.
     150
     151==== Upgrading from Trac 0.10 to Trac 0.11
     152===== Site Templates and Styles
    127153The templating engine has changed in 0.11 to Genshi, please look at TracInterfaceCustomization for more information.
    128154
    129 If you are using custom CSS styles or modified templates in the `templates` directory of the TracEnvironment, you will need to convert them to the Genshi way of doing things. To continue to use your style sheet, follow the instructions at TracInterfaceCustomization#SiteAppearance.
    130 
    131 ===== Trac Macros, Plugins =====
    132 The Trac macros will need to be adapted, as the old-style wiki-macros are not supported anymore (due to the drop of [trac:ClearSilver] and the HDF); they need to be converted to the new-style macros, see WikiMacros. When they are converted to the new style, they need to be placed into the plugins directory instead and not wiki-macros, which is no longer scanned for macros or plugins.
    133 
    134 ===== For FCGI/WSGI/CGI users =====
     155If you are using custom CSS or modified templates in the `templates` directory of the TracEnvironment, you will need to convert them to the Genshi way of doing things. To continue to use your style sheet, follow the instructions at TracInterfaceCustomization#SiteAppearance.
     156
     157===== Trac Macros, Plugins
     158The Trac macros will need to be adapted, as the old-style wiki-macros are not supported anymore due to the drop of [trac:ClearSilver] and the HDF. They need to be converted to the new-style macros, see WikiMacros. When they are converted to the new style, they need to be placed into the plugins directory instead and not wiki-macros, which is no longer scanned for macros or plugins.
     159
     160===== For FCGI/WSGI/CGI users
    135161For those who run Trac under the CGI environment, run this command in order to obtain the trac.*gi file:
    136 {{{
     162{{{#!sh
    137163trac-admin /path/to/env deploy /deploy/directory/path
    138164}}}
     
    140166This will create a deploy directory with the following two subdirectories: `cgi-bin` and `htdocs`. Then update your Apache configuration file `httpd.conf` with this new `trac.cgi` location and `htdocs` location.
    141167
    142 ===== Web Admin plugin integrated =====
    143 If you had the webadmin plugin installed, you can uninstall it as it is part of the Trac code base since 0.11.
    144 
    145 === 7. Restart the Web Server === #RestarttheWebServer
     168===== Web Admin plugin integrated
     169If you had the [trac:WebAdmin] plugin installed, you can uninstall it as it is part of the Trac code base since 0.11.
     170
     171===== New Default Configurable Workflow
     172
     173When you run `trac-admin <env> upgrade`, your `trac.ini` will be modified to include a `[ticket-workflow]` section. The workflow configured in this case is the original workflow, so that ticket actions will behave like they did in 0.10.
     174
     175Graphically, that looks like this:
     176
     177{{{#!Workflow width=500 height=240
     178leave = * -> *
     179leave.operations = leave_status
     180leave.default = 1
     181accept = new -> assigned
     182accept.permissions = TICKET_MODIFY
     183accept.operations = set_owner_to_self
     184resolve = new,assigned,reopened -> closed
     185resolve.permissions = TICKET_MODIFY
     186resolve.operations = set_resolution
     187reassign = new,assigned,reopened -> new
     188reassign.permissions = TICKET_MODIFY
     189reassign.operations = set_owner
     190reopen = closed -> reopened
     191reopen.permissions = TICKET_CREATE
     192reopen.operations = del_resolution
     193}}}
     194
     195There are some significant caveats in this, such as accepting a ticket sets it to 'assigned' state, and assigning a ticket sets it to 'new' state. So you will probably want to migrate to "basic" workflow; [trac:source:trunk/contrib/workflow/migrate_original_to_basic.py contrib/workflow/migrate_original_to_basic.py] may be helpful. See TracWorkflow for a detailed description of the new basic workflow.
     196
     197=== 7. Restart the Web Server #RestarttheWebServer
    146198
    147199If you are not running [wiki:TracCgi CGI], reload the new Trac code by restarting your web server.
    148200
    149 == Known Issues ==
    150 
    151 Things you should pay attention to, while upgrading.
     201== Known Issues
    152202
    153203=== Customized Templates
    154204
    155 Trac supports customization of its Genshi templates by placing copies of the templates in the `<env>/templates` folder of your [TracEnvironment environment] or in a common location specified in the [[TracIni#GlobalConfiguration| [inherit] templates_dir]] configuration setting. If you choose to do so, be wary that you will need to repeat your changes manually on a copy of the new templates when you upgrade to a new release of Trac (even a minor one), as the templates will likely evolve. So keep a diff around ;-)
    156 
    157 The preferred way to perform TracInterfaceCustomization is to write a custom plugin doing an appropriate `ITemplateStreamFilter` transformation, as this is more robust in case of changes: we usually won't modify element `id`s or change CSS `class`es, and if we have to do so, this will be documented in the TracDev/ApiChanges pages.
    158 
    159 === !ZipImportError ===
    160 
    161 Due to internal caching of zipped packages,  whenever the content of the packages change on disk, the in-memory zip index will no longer match and you'll get irrecoverable !ZipImportError errors. Better anticipate and bring your server down for maintenance before upgrading.
     205Trac supports customization of its Genshi templates by placing copies of the templates in the `<env>/templates` folder of your [TracEnvironment environment] or in a common location specified in the [[TracIni#GlobalConfiguration| [inherit] templates_dir]] configuration setting. If you choose to do so, be aware that you will need to repeat your changes manually on a copy of the new templates when you upgrade to a new release of Trac (even a minor one), as the templates will likely evolve. So keep a diff around.
     206
     207The preferred way to perform TracInterfaceCustomization is to write a custom plugin doing an appropriate `ITemplateStreamFilter` transformation, as this is more robust in case of changes: we usually won't modify element `id`s or change CSS `class`es, and if we have to do so, this will be documented in the [trac:TracDev/ApiChanges] pages.
     208
     209=== !ZipImportError
     210
     211Due to internal caching of zipped packages, whenever the content of the packages change on disk, the in-memory zip index will no longer match and you'll get irrecoverable !ZipImportError errors. Better anticipate and bring your server down for maintenance before upgrading.
    162212See [trac:#7014] for details.
    163213
    164 === Wiki Upgrade ===
     214=== Wiki Upgrade
    165215`trac-admin` will not delete or remove default wiki pages that were present in a previous version but are no longer in the new version.
    166216
    167 === Trac database upgrade ===
    168 
    169 A known issue in some versions of PySqlite (2.5.2-2.5.4) prevents the trac-admin upgrade script from successfully upgrading the database format. It is advised to use either a newer or older version of the sqlite python bindings to avoid this error. For more details see ticket [trac:#9434].
    170 
    171 === parent dir ===
    172 If you use a trac parent env configuration and one of the plugins in one child does not work, none of the children work.
     217=== Trac database upgrade
     218
     219A known issue in some versions of [trac:PySqlite] (2.5.2-2.5.4) prevents the trac-admin upgrade script from successfully upgrading the database format. It is advised to use either a newer or older version of the sqlite python bindings to avoid this error. For more details see ticket [trac:#9434].
     220
     221=== Parent dir
     222If you use a Trac parent env configuration and one of the plugins in one child does not work, none of the children will work.
    173223
    174224== Related topics
    175225
    176 === Upgrading Python ===
    177 
    178 Upgrading Python to a newer version will require reinstallation of Python packages: Trac of course; also [http://pypi.python.org/pypi/setuptools easy_install], if you've been using that.  Assuming you're using Subversion, you'll also need to upgrade the Python bindings for svn.
    179 
    180 ==== Windows and Python 2.6 ====
    181 
    182 If you've been using !CollabNet's Subversion package, you may need to uninstall that in favor of [http://alagazam.net/ Alagazam], which has the Python bindings readily available (see TracSubversion).  The good news is, that works with no tweaking.
    183 
    184 === Changing Database Backend ===
    185 ==== SQLite to PostgreSQL ====
    186 
    187 The [http://trac-hacks.org/wiki/SqliteToPgScript sqlite2pg] script on [http://trac-hacks.org trac-hacks.org] has been written to assist in migrating a SQLite database to a PostgreSQL database
    188 
    189 === Upgrading from older versions of Trac === #OlderVersions
     226=== Upgrading Python
     227
     228Upgrading Python to a newer version will require reinstallation of Python packages: Trac itself of course, but also [http://pypi.python.org/pypi/setuptools easy_install], if you've been using that. If you are using Subversion, you'll also need to upgrade the Python bindings for svn.
     229
     230==== Windows and Python 2.6
     231
     232If you've been using !CollabNet's Subversion package, you may need to uninstall that in favor of [http://alagazam.net/ Alagazam], which has the Python bindings readily available, see [trac:TracSubversion]. That package works without tweaking.
     233
     234=== Changing Database Backend
     235
     236The [http://trac-hacks.org/wiki/TracMigratePlugin TracMigratePlugin] on [http://trac-hacks.org trac-hacks.org] has been written to assist in migrating between SQLite, MySQL and PostgreSQL databases.
     237
     238=== Upgrading from older versions of Trac #OlderVersions
    190239
    191240For upgrades from versions older than Trac 0.10, refer first to [trac:wiki:0.10/TracUpgrade#SpecificVersions].