MyShaarli/doc/Upgrade-and-migration.html
ArthurHoaro b230bf207d Bump version to v0.9.0
Signed-off-by: ArthurHoaro <arthur@hoa.ro>
2017-05-07 18:44:05 +02:00

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<li><a href="Home.html">Home</a></li>
<li>Setup
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<li><a href="Download-and-Installation.html">Download and Installation</a></li>
<li><a href="Upgrade-and-migration.html">Upgrade and migration</a></li>
<li><a href="Server-requirements.html">Server requirements</a></li>
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<h1 id="upgrade-and-migration">Upgrade and migration</h1>
<h2 id="preparation">Preparation</h2>
<h3 id="note-your-current-version">Note your current version</h3>
<p>If anything goes wrong, it's important for us to know which version you're upgrading from.<br />
The current version is present in the <code>version.php</code> file.</p>
<h3 id="backup-your-data">Backup your data</h3>
<p>Shaarli stores all user data under the <code>data</code> directory:</p>
<ul>
<li><code>data/config.php</code> - main configuration file</li>
<li><code>data/datastore.php</code> - bookmarked links</li>
<li><code>data/ipbans.php</code> - banned IP addresses</li>
<li><code>data/updates.txt</code> - contains all automatic update to the configuration and datastore files already run</li>
</ul>
<p>See <a href="Shaarli-configuration.html">Shaarli configuration</a> for more information about Shaarli resources.</p>
<p>It is recommended to backup this repository <em>before</em> starting updating/upgrading Shaarli:</p>
<ul>
<li>users with SSH access: copy or archive the directory to a temporary location</li>
<li>users with FTP access: download a local copy of your Shaarli installation using your favourite client</li>
</ul>
<h3 id="migrating-data-from-a-previous-installation">Migrating data from a previous installation</h3>
<p>As all user data is kept under <code>data</code>, this is the only directory you need to worry about when migrating to a new installation, which corresponds to the following steps:</p>
<ul>
<li>backup the <code>data</code> directory</li>
<li>install or update Shaarli:
<ul>
<li>fresh installation - see <a href="Download-and-installation.html">Download and installation</a></li>
<li>update - see the following sections</li>
</ul></li>
<li>check or restore the <code>data</code> directory</li>
</ul>
<h2 id="recommended-upgrading-from-release-archives">Recommended : Upgrading from release archives</h2>
<p>All tagged revisions can be downloaded as tarballs or ZIP archives from the <a href="https://github.com/shaarli/Shaarli/releases">releases</a> page.<a href=".html"></a></p>
<p>We recommend that you use the latest release tarball with the <code>-full</code> suffix. It contains the dependencies, please read <a href="Download-and-installation.html">Download and installation</a> for <code>git</code> complete instructions.</p>
<p>Once downloaded, extract the archive locally and update your remote installation (e.g. via FTP) -be sure you keep the content of the <code>data</code> directory!</p>
<p>After upgrading, access your fresh Shaarli installation from a web browser; the configuration and data store will then be automatically updated, and new settings added to <code>data/config.json.php</code> (see <a href="Shaarli-configuration.html">Shaarli configuration</a> for more details).</p>
<h2 id="upgrading-with-git">Upgrading with Git</h2>
<h3 id="updating-a-community-shaarli">Updating a community Shaarli</h3>
<p>If you have installed Shaarli from the <a href="Download#clone-with-git-recommended">community Git repository</a>, simply <a href="https://www.git-scm.com/docs/git-pull">pull new changes</a> from your local clone:<a href=".html"></a></p>
<div class="sourceCode"><pre class="sourceCode bash"><code class="sourceCode bash">$ <span class="bu">cd</span> /path/to/shaarli
$ <span class="fu">git</span> pull
<span class="ex">From</span> github.com:shaarli/Shaarli
<span class="ex">*</span> branch master -<span class="op">&gt;</span> FETCH_HEAD
<span class="ex">Updating</span> ebd67c6..521f0e6
<span class="ex">Fast-forward</span>
<span class="ex">application/Url.php</span> <span class="kw">|</span> <span class="ex">1</span> +
<span class="ex">shaarli_version.php</span> <span class="kw">|</span> <span class="ex">2</span> +-
<span class="ex">tests/Url/UrlTest.php</span> <span class="kw">|</span> <span class="ex">1</span> +
<span class="ex">3</span> files changed, 3 insertions(+), <span class="ex">1</span> deletion(-)</code></pre></div>
<p>Shaarli &gt;= <code>v0.8.x</code>: install/update third-party PHP dependencies using <a href="https://getcomposer.org/">Composer</a>:<a href=".html"></a></p>
<div class="sourceCode"><pre class="sourceCode bash"><code class="sourceCode bash">$ <span class="ex">composer</span> install --no-dev
<span class="ex">Loading</span> composer repositories with package information
<span class="ex">Updating</span> dependencies
<span class="ex">-</span> Installing shaarli/netscape-bookmark-parser (v1.0.1)
<span class="ex">Downloading</span>: 100%</code></pre></div>
<h3 id="migrating-and-upgrading-from-sebsauvages-repository">Migrating and upgrading from Sebsauvage's repository</h3>
<p>If you have installed Shaarli from <a href="https://github.com/sebsauvage/Shaarli">Sebsauvage's original Git repository</a>, you can use <a href="https://git-scm.com/book/en/v2/Git-Basics-Working-with-Remotes">Git remotes</a> to update your working copy.<a href=".html"></a></p>
<p>The following guide assumes that:</p>
<ul>
<li>you have a basic knowledge of Git <a href="https://git-scm.com/book/en/v2/Git-Branching-Branches-in-a-Nutshell">branching</a> and <a href="https://git-scm.com/book/en/v2/Git-Basics-Working-with-Remotes">remote repositories</a><a href=".html"></a></li>
<li>the default remote is named <code>origin</code> and points to Sebsauvage's repository</li>
<li>the current branch is <code>master</code>
<ul>
<li>if you have personal branches containing customizations, you will need to <a href="https://git-scm.com/book/en/v2/Git-Branching-Rebasing">rebase them</a> after the upgrade; beware though, a lot of changes have been made since the community fork has been created, so things are very likely to break<embed src=".html" /></li>
</ul></li>
<li>the working copy is clean:
<ul>
<li>no versioned file has been locally modified</li>
<li>no untracked files are present</li>
</ul></li>
</ul>
<h4 id="step-0-show-repository-information">Step 0: show repository information</h4>
<div class="sourceCode"><pre class="sourceCode bash"><code class="sourceCode bash">$ <span class="bu">cd</span> /path/to/shaarli
$ <span class="fu">git</span> remote -v
<span class="ex">origin</span> https://github.com/sebsauvage/Shaarli (fetch)
<span class="ex">origin</span> https://github.com/sebsauvage/Shaarli (push)
$ <span class="fu">git</span> branch -vv
<span class="ex">*</span> master 029f75f [origin/master] Update README.md[](.html)
$ <span class="fu">git</span> status
<span class="ex">On</span> branch master
<span class="ex">Your</span> branch is up-to-date with <span class="st">&#39;origin/master&#39;</span>.
<span class="ex">nothing</span> to commit, working directory clean</code></pre></div>
<h4 id="step-1-update-git-remotes">Step 1: update Git remotes</h4>
<pre><code>$ git remote rename origin sebsauvage
$ git remote -v
sebsauvage https://github.com/sebsauvage/Shaarli (fetch)
sebsauvage https://github.com/sebsauvage/Shaarli (push)
$ git remote add origin https://github.com/shaarli/Shaarli
$ git fetch origin
remote: Counting objects: 3015, done.
remote: Compressing objects: 100% (19/19), done.
remote: Total 3015 (delta 446), reused 457 (delta 446), pack-reused 2550
Receiving objects: 100% (3015/3015), 2.59 MiB | 918.00 KiB/s, done.
Resolving deltas: 100% (1899/1899), completed with 48 local objects.
From https://github.com/shaarli/Shaarli
* [new branch] master -&gt; origin/master[](.html)
* [new branch] stable -&gt; origin/stable[](.html)
[...][](.html)
* [new tag] v0.6.4 -&gt; v0.6.4[](.html)
* [new tag] v0.7.0 -&gt; v0.7.0[](.html)</code></pre>
<h4 id="step-2-use-the-stable-community-branch">Step 2: use the stable community branch</h4>
<div class="sourceCode"><pre class="sourceCode bash"><code class="sourceCode bash">$ <span class="fu">git</span> checkout origin/stable -b stable
<span class="ex">Branch</span> stable set up to track remote branch stable from origin.
<span class="ex">Switched</span> to a new branch <span class="st">&#39;stable&#39;</span>
$ <span class="fu">git</span> branch -vv
<span class="ex">master</span> 029f75f [sebsauvage/master] Update README.md[](.html)
<span class="ex">*</span> stable 890afc3 [origin/stable] Merge pull request <span class="co">#509 from ArthurHoaro/v0.6.5[](.html)</span></code></pre></div>
<p>Shaarli &gt;= <code>v0.8.x</code>: install/update third-party PHP dependencies using <a href="https://getcomposer.org/">Composer</a>:<a href=".html"></a></p>
<div class="sourceCode"><pre class="sourceCode bash"><code class="sourceCode bash">$ <span class="ex">composer</span> install --no-dev
<span class="ex">Loading</span> composer repositories with package information
<span class="ex">Updating</span> dependencies
<span class="ex">-</span> Installing shaarli/netscape-bookmark-parser (v1.0.1)
<span class="ex">Downloading</span>: 100%</code></pre></div>
<p>Optionally, you can delete information related to the legacy version:</p>
<div class="sourceCode"><pre class="sourceCode bash"><code class="sourceCode bash">$ <span class="fu">git</span> branch -D master
<span class="ex">Deleted</span> branch master (was 029f75f)<span class="ex">.</span>
$ <span class="fu">git</span> remote remove sebsauvage
$ <span class="fu">git</span> remote -v
<span class="ex">origin</span> https://github.com/shaarli/Shaarli (fetch)
<span class="ex">origin</span> https://github.com/shaarli/Shaarli (push)
$ <span class="fu">git</span> gc
<span class="ex">Counting</span> objects: 3317, done.
<span class="ex">Delta</span> compression using up to 8 threads.
<span class="ex">Compressing</span> objects: 100% (1237/1237), <span class="kw">done</span><span class="ex">.</span>
<span class="ex">Writing</span> objects: 100% (3317/3317), <span class="kw">done</span><span class="ex">.</span>
<span class="ex">Total</span> 3317 (delta 2050), <span class="ex">reused</span> 3301 (delta 2034)<span class="ex">to</span></code></pre></div>
<h4 id="step-3-configuration">Step 3: configuration</h4>
<p>After migrating, access your fresh Shaarli installation from a web browser; the configuration will then be automatically updated, and new settings added to <code>data/config.php</code> (see <a href="Shaarli-configuration.html">Shaarli configuration</a> for more details).</p>
<h2 id="troubleshooting">Troubleshooting</h2>
<p>If the solutions provided here doesn't work, please open an issue specifying which version you're upgrading from and to.</p>
<h3 id="you-must-specify-an-integer-as-a-key">You must specify an integer as a key</h3>
<p>In <code>v0.8.1</code> we changed how link keys are handled (from timestamps to incremental integers).<br />
Take a look at <code>data/updates.txt</code> content.</p>
<h4 id="updates.txt-contains-updatemethoddatastoreids"><code>updates.txt</code> contains <code>updateMethodDatastoreIds</code></h4>
<p>Try to delete it and refresh your page while being logged in.</p>
<h4 id="updates.txt-doesnt-exists-or-doesnt-contain-updatemethoddatastoreids"><code>updates.txt</code> doesn't exists or doesn't contain <code>updateMethodDatastoreIds</code></h4>
<ol>
<li>Create <code>data/updates.txt</code> if it doesn't exist.</li>
<li>Paste this string in the update file <code>;updateMethodRenameDashTags;</code></li>
<li>Login to Shaarli.</li>
<li>Delete the update file.</li>
<li>Refresh.</li>
</ol>
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