MyShaarli/doc/md/Upgrade-and-migration.md

Preparation

Note your current version

If anything goes wrong, it's important for us to know which version you're upgrading from. The current version is present in the shaarli_version.php file.

Backup your data

Shaarli stores all user data under the data directory:

• data/config.json.php (or data/config.php for older Shaarli versions) - main configuration file
• data/datastore.php - bookmarked links
• data/ipbans.php - banned IP addresses
• data/updates.txt - contains all automatic update to the configuration and datastore files already run

See Shaarli configuration for more information about Shaarli resources.

It is recommended to backup this repository before starting updating/upgrading Shaarli:

• users with SSH access: copy or archive the directory to a temporary location
• users with FTP access: download a local copy of your Shaarli installation using your favourite client

Migrating data from a previous installation

As all user data is kept under data, this is the only directory you need to worry about when migrating to a new installation, which corresponds to the following steps:

• backup the data directory
• install or update Shaarli:
  • fresh installation - see Download and installation
  • update - see the following sections
• check or restore the data directory

Recommended : Upgrading from release archives

All tagged revisions can be downloaded as tarballs or ZIP archives from the releases page.

We recommend that you use the latest release tarball with the -full suffix. It contains the dependencies, please read Download and installation for git complete instructions.

Once downloaded, extract the archive locally and update your remote installation (e.g. via FTP) -be sure you keep the content of the data directory!

If you use translations in gettext mode - meaning you manually changed the default mode -, reload your web server.

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 data/config.json.php (see [Shaarli configuration](Shaarli configuration) for more details).

Upgrading with Git

Updating a community Shaarli

If you have installed Shaarli from the community Git repository, simply pull new changes from your local clone:

$ cd /path/to/shaarli
$ git pull

From github.com:shaarli/Shaarli
 * branch            master     -> FETCH_HEAD
Updating ebd67c6..521f0e6
Fast-forward
 application/Url.php   | 1 +
 shaarli_version.php   | 2 +-
 tests/Url/UrlTest.php | 1 +
 3 files changed, 3 insertions(+), 1 deletion(-)

Shaarli >= v0.8.x: install/update third-party PHP dependencies using Composer:

$ composer install --no-dev

Loading composer repositories with package information
Updating dependencies
  - Installing shaarli/netscape-bookmark-parser (v1.0.1)
    Downloading: 100%

Shaarli >= v0.9.2 supports translations:

$ make translate

If you use translations in gettext mode, reload your web server.

Shaarli >= v0.10.0 manages its front-end dependencies with nodejs. You need to install yarn:

$ make build_frontend

Migrating and upgrading from Sebsauvage's repository

If you have installed Shaarli from Sebsauvage's original Git repository, you can use Git remotes to update your working copy.

The following guide assumes that:

• you have a basic knowledge of Git branching and remote repositories
• the default remote is named origin and points to Sebsauvage's repository
• the current branch is master
  • if you have personal branches containing customizations, you will need to rebase them 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!
• the working copy is clean:
  • no versioned file has been locally modified
  • no untracked files are present

Step 0: show repository information

$ cd /path/to/shaarli

$ git remote -v
origin	https://github.com/sebsauvage/Shaarli (fetch)
origin	https://github.com/sebsauvage/Shaarli (push)

$ git branch -vv
* master 029f75f [origin/master] Update README.md

$ git status
On branch master
Your branch is up-to-date with 'origin/master'.
nothing to commit, working directory clean

Step 1: update Git remotes

$ 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     -> origin/master
 * [new branch]      stable     -> origin/stable
[...]
 * [new tag]         v0.6.4     -> v0.6.4
 * [new tag]         v0.7.0     -> v0.7.0

Step 2: use the stable community branch

$ git checkout origin/stable -b stable
Branch stable set up to track remote branch stable from origin.
Switched to a new branch 'stable'

$ git branch -vv
  master 029f75f [sebsauvage/master] Update README.md
* stable 890afc3 [origin/stable] Merge pull request #509 from ArthurHoaro/v0.6.5

Shaarli >= v0.8.x: install/update third-party PHP dependencies using Composer:

$ composer install --no-dev

Loading composer repositories with package information
Updating dependencies
  - Installing shaarli/netscape-bookmark-parser (v1.0.1)
    Downloading: 100%

Shaarli >= v0.9.2 supports translations:

$ make translate

If you use translations in gettext mode, reload your web server.

Shaarli >= v0.10.0 manages its front-end dependencies with nodejs. You need to install yarn:

$ make build_frontend

Optionally, you can delete information related to the legacy version:

$ git branch -D master
Deleted branch master (was 029f75f).

$ git remote remove sebsauvage

$ git remote -v
origin	https://github.com/shaarli/Shaarli (fetch)
origin	https://github.com/shaarli/Shaarli (push)

$ git gc
Counting objects: 3317, done.
Delta compression using up to 8 threads.
Compressing objects: 100% (1237/1237), done.
Writing objects: 100% (3317/3317), done.
Total 3317 (delta 2050), reused 3301 (delta 2034)to

Step 3: configuration

After migrating, access your fresh Shaarli installation from a web browser; the configuration will then be automatically updated, and new settings added to data/config.json.php (see Shaarli configuration for more details).

Troubleshooting

If the solutions provided here don't work, please open an issue specifying which version you're upgrading from and to.

You must specify an integer as a key

In v0.8.1 we changed how link keys are handled (from timestamps to incremental integers). Take a look at data/updates.txt content.

updates.txt contains updateMethodDatastoreIds

Try to delete it and refresh your page while being logged in.

updates.txt doesn't exist or doesn't contain updateMethodDatastoreIds

1. Create data/updates.txt if it doesn't exist
2. Paste this string in the update file ;updateMethodRenameDashTags;
3. Login to Shaarli
4. Delete the update file
5. Refresh