Edgewall Software

Changes between Version 4 and Version 5 of 1.3/TracUpgrade


Ignore:
Timestamp:
Feb 9, 2017, 2:13:32 AM (7 years ago)
Author:
Ryan J Ollos
Comment:

Minor reword.

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  • 1.3/TracUpgrade

    v4 v5  
    1010=== 1. Check your plugins
    1111
    12 Check whether your plugins are compatible with the version of Trac that you are upgrading to. Obsolete plugins listed in the [#VersionSpecificSteps version specific steps] below should be removed.
    13 
    14 If you are upgrading to a minor release, plugin compatibility is usually not a concern because the Trac API typically does not change and major features are not introduced for minor releases.
     12Check whether your plugins are compatible with the version of Trac that you are upgrading to. Obsolete plugins listed in the [#VersionSpecificSteps version specific steps] below should be uninstalled or disabled.
     13
     14If you are upgrading to a minor release, plugin compatibility is usually not a concern because the Trac API typically does not change, and major features are not introduced, for minor releases.
    1515
    1616If your plugins are installed from [https://trac-hacks.org trac-hacks.org] you can check compatibility by looking for a tag on the project page corresponding to a major release (e.g. `1.2`). If you are unsure, you'll want to contact the plugin author or ask on the MailingList.
    1717
    18 If you are running several Trac plugins it may be a good idea to test the upgrade and site functionality in a staging instance of your site before upgrading your production instance. Remember, plugin authors are responsible for Trac version compatibility and plugins can interact in unexpected ways. You may be the only one running a particular combination of plugins and therefore it's a good idea to do some verification testing when making any changes to your site.
     18If you are running several Trac plugins it is good to test the upgrade and site functionality in a staging instance of your site before upgrading your production instance. Remember, plugin authors are responsible for Trac version compatibility and plugins can interact in unexpected ways. Your Trac instance may have a unique combination of plugins and therefore it's a good idea to do some verification testing when making any changes to your site.
    1919
    2020=== 2. Bring your server off-line
     
    2222It 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].
    2323
    24 Although 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.
     24Although 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. You may also wish to create a full backup of your server.
    2525
    2626=== 3. Update Trac and dependencies #UpdatetheTracCode
    2727
    28 The packages are available through several channels, as described in [trac:TracDownload]. If your Trac instance was installed through an operating system package manager or an installer on Windows, proceed with standard steps that are appropriate for your operating system.
     28The packages are available through several channels, as described in [trac:TracDownload]. If your Trac instance was installed through an operating system package manager or an installer on Windows, proceed with the standard steps that are appropriate for your operating system.
    2929
    3030If you are managing your Trac installation using command line tools, `pip` is the preferred tool to upgrade a Trac instance because it will uninstall the old version. The following command will upgrade your Trac installation using the package published to [https://pypi.python.org/pypi/Trac PyPI].
     
    6868=== 6. Refresh static resources
    6969
    70 If you have configured your web server to serve static resources directly (accessed using the `/chrome/` URL) then you will need to refresh them using the [TracInstall#MappingStaticResources same command]. The `deploy` command will extract static resources and CGI scripts (`trac.wsgi`, etc) from the new Trac version and plugins into `/deploy/path`.
     70If you have configured your web server to serve static resources directly (accessed using the `/chrome/` URL) then you will need to refresh them using the [TracInstall#MappingStaticResources deploy command]. The `deploy` command will extract static resources and CGI scripts (`trac.wsgi`, etc) from the new Trac version and plugins into `/deploy/path`.
    7171{{{#!sh
    7272$ trac-admin /path/to/env deploy /deploy/path
    7373}}}
    7474
    75 Before refreshing, you may want to remove the directory in which your static resources are deployed. The directory location depends on the choice you made during installation. 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 deleting the directory.
     75Before refreshing, it is recommended that you remove the directory in which your static resources are deployed. The directory location depends on the choice you made during installation. 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 deleting the directory.
    7676
    7777{{{#!div style="border: 1pt dotted; margin: 1em"
    78 **Note:** Some web browsers (IE, Opera) cache CSS and Javascript files, so you should instruct your users to manually erase the contents of their browser's cache. A forced refreshed (SHIFT + <F5>) should be enough.
     78**Note:** Some web browsers (IE, Opera) cache CSS and Javascript files, so you should instruct your users to manually erase the contents of their browser's cache. A forced refreshed (SHIFT + <F5>) should be sufficient.
    7979{{{#!comment
    8080Remove above note once #9936 is fixed.
     
    9999(TODO: expand...)
    100100
    101 Another "template" that will probably need to be updated are the e-mail notificition summaries, defined in the [[TracIni#notification-section| trac.ini, [notification] section]], for the `batch_subject_template` and `ticket_subject_template` settings.
     101Another "template" that will probably need to be updated are the e-mail notification summaries, defined in the [[TracIni#notification-section| trac.ini, [notification] section]], for the `batch_subject_template` and `ticket_subject_template` settings.
    102102
    103103For example: