Edgewall Software

Changes between Version 3 and Version 4 of 1.1/TracUpgrade


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Timestamp:
Jan 10, 2015, 5:09:55 PM (9 years ago)
Author:
Jun Omae
Comment:

Merged TracUpgrade@107

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  • 1.1/TracUpgrade

    v3 v4  
    3030 * on MacOSX: `/Library/Python/2.X/site-packages`
    3131
    32 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.)
    33 
    34 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.
     32You 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.
    3533
    3634=== 3. Upgrade the Trac Environment === #UpgradetheTracEnvironment
     
    4644
    4745Note that a backup of your database will be performed automatically prior to the upgrade.
    48 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:
     46This 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:
    4947{{{
    5048trac-admin /path/to/projenv upgrade --no-backup
     
    5351=== 4. Update the Trac Documentation === #UpdatetheTracDocumentation
    5452
    55 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:
     53By 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:
    5654{{{
    5755trac-admin /path/to/projenv wiki upgrade
     
    5957
    6058Note that this procedure will leave your `WikiStart` page intact.
    61 
    6259
    6360=== 5. Refresh static resources ===
     
    9491
    9592===== Python 2.4 no longer supported =====
    96 The minimum supported version of python is now 2.5
     93Upgrade Python to at least 2.5, but not 3.0.
    9794
    9895===== Subversion components not enabled by default for new installations
     
    104101The upgrade procedure should take care of this and change the TracIni appropriately, unless you already had the svn components explicitly disabled.
    105102
    106 
    107103===== Attachments migrated to new location
    108 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.
     104Another 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.
    109105
    110106===== Behavior of `[ticket] default_owner` changed
    111107Prior 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.
    112108
    113 
    114109==== Upgrading from Trac 0.11 to Trac 0.12 ====
    115110
    116111===== Python 2.3 no longer supported =====
    117 The minimum supported version of python is now 2.4
     112The minimum supported version of Python is now 2.4.
    118113
    119114===== SQLite v3.x required =====
     
    121116
    122117===== PySqlite 2 required =====
    123 PySqlite 1.1.x is no longer supported. Please install 2.5.5 or later if possible (see [#Tracdatabaseupgrade Trac database upgrade] below).
     118PySqlite 1.1.x is no longer supported. Please install 2.5.5 or later if possible, see [#Tracdatabaseupgrade Trac database upgrade] below.
    124119
    125120===== Multiple Repository Support =====
    126121The latest version includes support for multiple repositories. If you plan to add more repositories to your Trac instance, please refer to TracRepositoryAdmin#Migration.
    127122
    128 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.
     123This 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.
    129124
    130125===== Resynchronize the Trac Environment Against the Source Code Repository =====
     
    144139
    145140===== Authz permission checking =====
    146 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).
     141The 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.
    147142
    148143===== Microsecond timestamps =====
    149 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.
     144All 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.
    150145
    151146==== Upgrading from Trac 0.10 to Trac 0.11 ====
     
    153148The templating engine has changed in 0.11 to Genshi, please look at TracInterfaceCustomization for more information.
    154149
    155 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.
     150If 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.
    156151
    157152===== Trac Macros, Plugins =====
    158 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.
     153The 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.
    159154
    160155===== For FCGI/WSGI/CGI users =====
     
    193188}}}
    194189
    195 There are some significant "warts" in this; such as accepting a ticket sets it to 'assigned' state, and assigning a ticket sets it to 'new' state.  Perfectly obvious, right?
    196 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.
     190There 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.
    197191
    198192=== 7. Restart the Web Server === #RestarttheWebServer
     
    202196== Known Issues ==
    203197
    204 Things you should pay attention to, while upgrading.
    205 
    206198=== Customized Templates
    207199
    208 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 ;-)
     200Trac 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.
    209201
    210202The 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.
     
    212204=== !ZipImportError ===
    213205
    214 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.
     206Due 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.
    215207See [trac:#7014] for details.
    216208
     
    222214A 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].
    223215
    224 === parent dir ===
    225 If you use a trac parent env configuration and one of the plugins in one child does not work, none of the children work.
     216=== Parent dir ===
     217If you use a Trac parent env configuration and one of the plugins in one child does not work, none of the children will work.
    226218
    227219== Related topics
     
    229221=== Upgrading Python ===
    230222
    231 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.
     223Upgrading 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.
    232224
    233225==== Windows and Python 2.6 ====
    234226
    235 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.
     227If 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. That package works without tweaking.
    236228
    237229=== Changing Database Backend ===