MyShaarli/doc/md/Upgrade-and-migration.md
VirtualTam 43ad7c8e82 documentation: fix rendering and internal references
This is mainly cleanup after switching from Github-flavoured Markdown
rendered by Github Pages, to standard Markdown rendered by MkDocs.

Changed:
- rephrase some section titles

Fixed:
- list rendering (items, sub-items))
- code rendering
- quotes
- dead links

Removed:
- extraneous navigational elements

Signed-off-by: VirtualTam <virtualtam@flibidi.net>
2017-08-05 11:56:24 +02:00

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Markdown

## 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 `version.php` file.
### Backup your data
Shaarli stores all user data under the `data` directory:
- `data/config.php` - 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](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](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](https://github.com/shaarli/Shaarli/releases) page.
We recommend that you use the latest release tarball with the `-full` suffix. It contains the dependencies, please read [Download and installation](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!
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](Download#clone-with-git-recommended), simply [pull new changes](https://www.git-scm.com/docs/git-pull) from your local clone:
```bash
$ 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](https://getcomposer.org/):
```bash
$ composer install --no-dev
Loading composer repositories with package information
Updating dependencies
- Installing shaarli/netscape-bookmark-parser (v1.0.1)
Downloading: 100%
```
### Migrating and upgrading from Sebsauvage's repository
If you have installed Shaarli from [Sebsauvage's original Git repository](https://github.com/sebsauvage/Shaarli), you can use [Git remotes](https://git-scm.com/book/en/v2/Git-Basics-Working-with-Remotes) to update your working copy.
The following guide assumes that:
- you have a basic knowledge of Git [branching](https://git-scm.com/book/en/v2/Git-Branching-Branches-in-a-Nutshell) and [remote repositories](https://git-scm.com/book/en/v2/Git-Basics-Working-with-Remotes)
- 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](https://git-scm.com/book/en/v2/Git-Branching-Rebasing) 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
```bash
$ 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
```bash
$ 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](https://getcomposer.org/):
```bash
$ composer install --no-dev
Loading composer repositories with package information
Updating dependencies
- Installing shaarli/netscape-bookmark-parser (v1.0.1)
Downloading: 100%
```
Optionally, you can delete information related to the legacy version:
```bash
$ 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.php` (see [Shaarli configuration](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