3 | | |
4 | | == Instructions == |
5 | | |
6 | | Typically, there are five steps involved in upgrading to a newer version of Trac: |
7 | | |
8 | | === 1. Update the Trac Code === #UpdatetheTracCode |
9 | | |
10 | | Get the new version as described in TracInstall, or your operating system specific procedure. |
11 | | |
12 | | If you installed a recent 0.11 version of Trac via {{{easy_install}}}, it might be the easiest to use it also to upgrade you Trac installation. |
13 | | |
14 | | {{{ |
15 | | # easy_install --upgrade Trac |
16 | | }}} |
17 | | |
18 | | If you do a manual (not operating system specific) upgrade, you should also stop any running Trac server before the installation. Doing "hot" upgrades is not advised, especially not on Windows ([trac:ticket:7625 #7265]). |
19 | | |
20 | | You may also want to remove the pre-existing Trac code by deleting the `trac` directory from the Python `lib/site-packages` directory, or remove Trac .eggs from former versions. |
21 | | The location of the site-packages directory depends on the operating system, and the location in which Python was installed. However, the following locations are common: |
22 | | * on Linux: /usr/lib/python2.X/site-packages |
23 | | * on Windows: C:\Python2.X\lib\site-packages |
24 | | * on MacOSX: /Library/Python/2.X/site-packages |
25 | | |
26 | | 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). |
27 | | |
28 | | This cleanup is not mandatory, but it 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. |
29 | | |
30 | | If you had the webadmin plugin installed, you can now uninstall it as it is now part of the Trac code base. |
31 | | |
32 | | === 2. Upgrade the Trac Environment === #UpgradetheTracEnvironment |
| 3 | [[PageOutline(2-4,,inline,unnumbered)]] |
| 4 | |
| 5 | == Instructions |
| 6 | |
| 7 | Typically, there are seven steps involved in upgrading to a newer version of Trac: |
| 8 | |
| 9 | === 1. Bring your server off-line |
| 10 | |
| 11 | It 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]. |
| 12 | |
| 13 | 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. |
| 14 | |
| 15 | === 2. Update the Trac Code #UpdatetheTracCode |
| 16 | |
| 17 | Get the new version as described in TracInstall, or through your operating system package manager. |
| 18 | |
| 19 | If you already an earlier version of Trac installed via `easy_install`, it might be easiest to also use `easy_install` to upgrade your Trac installation: |
| 20 | |
| 21 | {{{#!sh |
| 22 | easy_install --upgrade Trac |
| 23 | }}} |
| 24 | |
| 25 | You may also want to remove the pre-existing Trac code by deleting the `trac` directory from the Python `lib/site-packages` directory, or remove Trac `.egg` files from former versions. |
| 26 | The location of the site-packages directory depends on the operating system and the location in which Python was installed. However, the following locations are typical: |
| 27 | * on Linux: `/usr/lib/python2.X/site-packages` |
| 28 | * on Windows: `C:\Python2.X\lib\site-packages` |
| 29 | * on MacOSX: `/Library/Python/2.X/site-packages` |
| 30 | |
| 31 | You may also want to remove the directory in which your static resources are [TracInstall#cgi-bin deployed]. 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. |
| 32 | |
| 33 | === 3. Upgrade the Trac Environment #UpgradetheTracEnvironment |
58 | | Note that this procedure will of course leave your `WikiStart` page intact. |
59 | | |
60 | | === 4. Resynchronize the Trac Environment Against the Source Code Repository === |
61 | | |
62 | | Each [TracEnvironment Trac environment] must be resynchronized against the source code repository in order to avoid errors such as "[http://trac.edgewall.org/ticket/6120 No changeset ??? in the repository]" while browsing the source through the Trac interface: |
63 | | |
64 | | {{{ |
65 | | trac-admin /path/to/projenv resync |
66 | | }}} |
67 | | |
68 | | === 5. Steps specific to a given Trac version === |
69 | | ==== Upgrading to Trac 0.11 ==== |
70 | | ===== Site Templates ===== |
71 | | The templating engine has changed in 0.11, please look at TracInterfaceCustomization for more information. |
72 | | |
73 | | ===== Trac Macros, Plugins ===== |
74 | | 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 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. |
75 | | |
76 | | ===== For FCGI/WSGI/CGI users ===== |
| 53 | Note that this procedure will leave your `WikiStart` page intact. |
| 54 | |
| 55 | === 5. Refresh static resources |
| 56 | |
| 57 | 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]: |
| 58 | {{{#!sh |
| 59 | trac-admin /path/to/env deploy /deploy/path |
| 60 | }}} |
| 61 | |
| 62 | This will extract static resources and CGI scripts (`trac.wsgi`, etc) from the new Trac version and plugins into `/deploy/path`. |
| 63 | |
| 64 | {{{#!div style="border: 1pt dotted; margin: 1em" |
| 65 | **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. |
| 66 | {{{#!comment |
| 67 | Remove above note once #9936 is fixed. |
| 68 | }}} |
| 69 | }}} |
| 70 | |
| 71 | === 6. Steps specific to a given Trac version |
| 72 | |
| 73 | ==== Upgrading from Trac 1.0 to 1.2 #to1.2 |
| 74 | |
| 75 | ===== Python 2.5 no longer supported |
| 76 | |
| 77 | Upgrade Python to at least 2.6 or 2.7, but not 3.0 or greater. |
| 78 | |
| 79 | ===== Obsolete Plugins |
| 80 | |
| 81 | Trac has added functionality equivalent to the following plugins: |
| 82 | * [https://trac-hacks.org/wiki/AdminEnumListPlugin AdminEnumListPlugin] |
| 83 | * [https://trac-hacks.org/wiki/DateFieldPlugin DateFieldPlugin]: see the **time** [TracTicketsCustomFields#AvailableFieldTypesandOptions custom field type] |
| 84 | * [https://trac-hacks.org/wiki/GroupBasedRedirectionPlugin GroupBasedRedirectionPlugin]: the default handler can set as a user preference. |
| 85 | * [https://trac-hacks.org/wiki/LinenoMacro LinenoMacro]: see WikiProcessors#AvailableProcessors |
| 86 | * [https://trac-hacks.org/wiki/NeverNotifyUpdaterPlugin NeverNotifyUpdaterPlugin]: see [TracNotification#notification-subscriber-section notification subscribers] |
| 87 | * [https://trac-hacks.org/wiki/QueryUiAssistPlugin QueryUiAssistPlugin]: see TracQuery#Filters. |
| 88 | * [https://trac-hacks.org/wiki/TicketCreationStatusPlugin TicketCreationStatusPlugin]: see [#NewWorkflowActions] |
| 89 | |
| 90 | The plugins should be removed when upgrading Trac to 1.2. |
| 91 | |
| 92 | ===== New workflow actions #NewWorkflowActions |
| 93 | |
| 94 | The ticket creation step is controlled with a [TracWorkflow#TicketCreateAction workflow action]. The default workflow has `create` and `create_and_assign` actions. The `create` action will always be added when upgrading the database. The `create_and_assign` action will be added if the workflow has an //assigned// state. You may want to edit your workflow after upgrading the database to customize the actions available on the //New Ticket// page. |
| 95 | |
| 96 | ===== New permissions policy for read-only wiki pages |
| 97 | |
| 98 | Since 1.1.2 the read-only attribute of wiki pages is enabled and enforced only when `ReadonlyWikiPolicy` is in the list of active permission policies. If `[trac] permission_policy` has the default value `DefaultPermissionPolicy, LegacyAttachmentPolicy`, then `ReadonlyWikiPolicy` should be automatically appended to the list when upgrading the environment: |
| 99 | {{{#!ini |
| 100 | [trac] |
| 101 | permission_policies = ReadonlyWikiPolicy, |
| 102 | DefaultPermissionPolicy, |
| 103 | LegacyAttachmentPolicy |
| 104 | }}} |
| 105 | |
| 106 | If other permission policies are enabled, `trac.ini` will need to have `ReadonlyWikiPolicy` appended to the list of active `permission_policies`. See TracFineGrainedPermissions#ReadonlyWikiPolicy for additional details on the proper ordering. |
| 107 | |
| 108 | ==== Upgrading from Trac 0.12 to Trac 1.0 #to1.0 |
| 109 | |
| 110 | ===== Python 2.4 no longer supported |
| 111 | |
| 112 | Upgrade Python to at least 2.5, but not 3.0. |
| 113 | |
| 114 | ===== Obsolete Plugins |
| 115 | |
| 116 | Trac has added functionality equivalent to the following plugins: |
| 117 | |
| 118 | * [https://trac-hacks.org/wiki/BatchModifyPlugin BatchModifyPlugin] |
| 119 | * [https://trac-hacks.org/wiki/GitPlugin GitPlugin] |
| 120 | * [https://trac-hacks.org/wiki/OverrideEditPlugin OverrideEditPlugin] |
| 121 | |
| 122 | The plugins should be removed when upgrading Trac to 1.0. |
| 123 | |
| 124 | ===== Subversion components not enabled by default for new installations |
| 125 | |
| 126 | The Trac components for Subversion support are no longer enabled by default. To enable the svn support, you need to make sure the `tracopt.versioncontrol.svn` components are enabled, for example by setting the following in the TracIni: |
| 127 | {{{#!ini |
| 128 | [components] |
| 129 | tracopt.versioncontrol.svn.* = enabled |
| 130 | }}} |
| 131 | |
| 132 | The upgrade procedure should take care of this and change the TracIni appropriately, unless you already had the svn components explicitly disabled. |
| 133 | |
| 134 | ===== Attachments migrated to new location |
| 135 | |
| 136 | Another 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. |
| 137 | |
| 138 | ===== Behavior of `[ticket] default_owner` changed |
| 139 | |
| 140 | Prior 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. |
| 141 | |
| 142 | ==== Upgrading from Trac 0.11 to Trac 0.12 |
| 143 | |
| 144 | ===== Python 2.3 no longer supported |
| 145 | |
| 146 | The minimum supported version of Python is now 2.4. |
| 147 | |
| 148 | ===== SQLite v3.x required |
| 149 | |
| 150 | SQLite v2.x is no longer supported. If you still use a Trac database of this format, you'll need to convert it to SQLite v3.x first. See [trac:PySqlite#UpgradingSQLitefrom2.xto3.x] for details. |
| 151 | |
| 152 | ===== [trac:PySqlite] 2 required |
| 153 | |
| 154 | [trac:PySqlite] 1.1.x is no longer supported. Please install 2.5.5 or later if possible, see [#Tracdatabaseupgrade Trac database upgrade] below. |
| 155 | |
| 156 | ===== Obsolete Plugins |
| 157 | |
| 158 | Trac has added functionality equivalent to the following plugins: |
| 159 | |
| 160 | * [https://trac-hacks.org/wiki/AutoQueryPlugin AutoQueryPlugin] |
| 161 | * [https://trac-hacks.org/wiki/AdminConsoleProviderPatch AdminConsoleProviderPatch] |
| 162 | * [https://trac-hacks.org/wiki/AnchorMacro AnchorMacro]: see WikiFormatting#SettingAnchors |
| 163 | * [https://trac-hacks.org/wiki/TicketChangePlugin TicketChangePlugin]: see [TracPermissions#TicketSystem TICKET_EDIT_COMMENT permission] |
| 164 | * [https://trac-hacks.org/wiki/TicketDeletePlugin TicketDeletePlugin]: see `tracopt.ticket.deleter` |
| 165 | * [https://trac-hacks.org/wiki/SubversionLocationPlugin SubversionLocationPlugin]: see TracRepositoryAdmin#Repositories |
| 166 | * [https://trac-hacks.org/wiki/WikiCreoleRendererPlugin WikiCreoleRendererPlugin]: see [trac:WikiCreole] |
| 167 | * [https://trac-hacks.org/wiki/RepoRevisionSyntaxPlugin RepoRevisionSyntaxPlugin] (added in 0.12.1) |
| 168 | |
| 169 | The plugins should be removed when upgrading Trac to 0.12. |
| 170 | |
| 171 | ===== Multiple Repository Support |
| 172 | |
| 173 | The latest version includes support for multiple repositories. If you plan to add more repositories to your Trac instance, please refer to TracRepositoryAdmin#Migration. |
| 174 | |
| 175 | This 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. |
| 176 | |
| 177 | ===== Resynchronize the Trac Environment Against the Source Code Repository |
| 178 | |
| 179 | Each [TracEnvironment Trac environment] must be resynchronized against the source code repository in order to avoid errors such as "[trac:#6120 No changeset ??? in the repository]" while browsing the source through the Trac interface: |
| 180 | |
| 181 | {{{#!sh |
| 182 | trac-admin /path/to/projenv repository resync '*' |
| 183 | }}} |
| 184 | |
| 185 | ===== Improved repository synchronization |
| 186 | |
| 187 | In addition to supporting multiple repositories, there is now a more efficient method for synchronizing Trac and your repositories. |
| 188 | |
| 189 | While you can keep the same synchronization as in 0.11 adding the post-commit hook as outlined in TracRepositoryAdmin#Synchronization and TracRepositoryAdmin#ExplicitSync will allow more efficient synchronization and is more or less required for multiple repositories. |
| 190 | |
| 191 | Note that if you were using the `trac-post-commit-hook`, ''you're strongly advised to upgrade it'' to the new hook documented in the above references and [TracWorkflow#Howtocombinethetracopt.ticket.commit_updaterwiththetestingworkflow here], as the old hook will not work with anything else than the default repository and even for this case, it won't trigger the appropriate notifications. |
| 192 | |
| 193 | ===== Authz permission checking |
| 194 | |
| 195 | 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. |
| 196 | |
| 197 | ===== Microsecond timestamps |
| 198 | |
| 199 | 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. |
| 200 | |
| 201 | ==== Upgrading from Trac 0.10 to Trac 0.11 |
| 202 | |
| 203 | ===== Site Templates and Styles |
| 204 | |
| 205 | The templating engine has changed in 0.11 to Genshi, please look at TracInterfaceCustomization for more information. |
| 206 | |
| 207 | If 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. |
| 208 | |
| 209 | ===== Trac Macros, Plugins |
| 210 | |
| 211 | 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. |
| 212 | |
| 213 | ===== For FCGI/WSGI/CGI users |
| 214 | |