# Changes between Version 1 and Version 2 of TracUpgrade

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05/09/10 05:59:49 (12 years ago)
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 v1 [[TracGuideToc]] A Trac environment sometimes needs to be upgraded before it can be used with a new version of Trac. This document describes the steps necessary to upgrade an environment. == Instructions == '''Note''': ''Environment upgrades are not necessary for minor version releases unless otherwise noted. For example, there's no need to upgrade a Trac environment created with (or upgraded) 0.8.0 when installing 0.8.4 (or any other 0.8.x release).'' Typically, there are five steps involved in upgrading to a newer version of Trac: == General Instructions == === 1. Update the Trac Code === #UpdatetheTracCode Typically, there are four steps involved in upgrading to a newer version of Trac: Get the new version as described in TracInstall, or your operating system specific procedure. === Update the Trac Code === If you already have a 0.11 version of Trac installed via easy_install, it might be the easiest to use it also to upgrade you Trac installation. Get the new version of Trac, either by downloading an offical release package or by checking it out from the [http://projects.edgewall.com/trac/wiki/SubversionRepository Subversion repository]. {{{ # easy_install --upgrade Trac=0.12beta1 }}} (once beta1 is released, that is) If you're doing a major version upgrade (such as from 0.8 to 0.9), it is ''highly'' recommended that you first remove the existing Trac code. To do this, you need to delete the trac directory from the Python lib/site-packages directory. 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). 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]). If you have a source distribution, you need to run {{{ python setup.py install }}} 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. 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: * on Linux: /usr/lib/python2.X/site-packages * on Windows: C:\Python2.X\lib\site-packages * on MacOSX: /Library/Python/2.X/site-packages to install the new version. If you've downloaded the Windows installer, you execute it, and so on. 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). === Upgrade the Trac Environment === 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. Unless noted otherwise, upgrading between major versions (such as 0.8 and 0.9) involves changes to the database schema, and possibly the layout of the [wiki:TracEnvironment environment directory]. Fortunately, Trac provides automated upgrade scripts to ease the pain. These scripts are run via [wiki:TracAdmin trac-admin]: === 2. Upgrade the Trac Environment === #UpgradetheTracEnvironment Environment upgrades are not necessary for minor version releases unless otherwise noted. After restarting, Trac should show the instances which need a manual upgrade via the automated upgrade scripts to ease the pain. These scripts are run via [TracAdmin trac-admin]: {{{ trac-admin /path/to/projenv upgrade This command will do nothing if the environment is already up-to-date. Note that if you are using a PostgreSQL database, this command will fail with the message that the environment can only be backed up when you use an SQLite database. This means that you will have to backup the repository and the database manually. Then, to perform the actual upgrade, run: Note that a backup of your database will be performed automatically prior to the upgrade. 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: {{{ trac-admin /path/to/projenv upgrade --no-backup }}} === Update the Trac Documentation === === 3. Update the Trac Documentation === #UpdatetheTracDocumentation Every [wiki: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, [wiki:TracAdmin trac-admin] provides a command to upgrade the documentation: 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: {{{ trac-admin /path/to/projenv wiki upgrade Note that this procedure will of course leave your WikiStart page intact. === Restart the Web Server === === 4. Resynchronize the Trac Environment Against the Source Code Repository === In order to reload the new Trac code you will need to restart your web server (note this is not necessary for [wiki:TracCgi CGI]). == Specific Versions == The following sections discuss any extra actions that may need to be taken to upgrade to specific versions of Trac. == From 0.9.x to 0.10.x == Due to some changes in the Wiki syntax, you may notice that certain parts of your pages no longer work as expected: * Previously, links to images would result in that image being embedded into the page. Since 0.10, links to images remain plain links. If you want to embed an image in the page, use the [[Image]] macro. * You can no longer use %20 in wiki links to encode spaces. Instead, you should quote the name containing spaces (for example, use wiki:"My page" instead of wiki:My%20page.) Several enhancements have been made to the version control subsystem, in particular for the support of scoped repositories has been improved. It is recommended that you perform a [TracAdmin#InteractiveMode trac-admin] '''resync''' operation to take advantage of these improvements. Also note that the argument list of the [TracAdmin trac-admin] '''initenv''' command has changed: there's a new argument for determining the type of version control system. The old usage was: {{{ initenv }}} The new usage is: {{{ initenv }}} If you're using any scripts that automate the creation of Trac environments, you will need to update them. If you're using Subversion, specify svn for the  argument. == From 0.9.3 to 0.9.4 == There is a bug in Pysqlite 1.x that causes reports using the "%" character for LIKE clauses or date formatting to fail.  You will need to use escape the percent characters with another: "%%". == From 0.9.x to 0.9.3 or later == If you are using plugins you might need to upgrade them. See http://projects.edgewall.com/trac/milestone/0.9.3 for further details. == From 0.9-beta to 0.9 == If inclusion of the static resources (style sheets, javascript, images) is not working, check the value of the htdocs_location in trac.ini. For [wiki:TracModPython mod_python], [wiki:TracStandalone Tracd] and [wiki:TracFastCgi FastCGI], you can simply remove the option altogether. For [wiki:TracCgi CGI], you should fix it to point to the URL you mapped the Trac htdocs directory to (although you can also remove it and then [wiki:TracCgi#MappingStaticResources map the static resources]). If you're still having problems after removing the option, check the paths in the trac/siteconfig.py file and fix them if they're incorrect. If you've been using plugins with a beta release of Trac 0.9, or have disabled some of the built-in components, you might have to update the rules for disabling/enabling components in [wiki:TracIni trac.ini]. In particular, globally installed plugins now need to be enabled explicitly. See TracPlugins and TracIni for more information. If you want to enable the display of all ticket changes in the timeline (the “Ticket Details” option), you now have to explicitly enable that in [wiki:TracIni trac.ini], too: 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: {{{ [timeline] ticket_show_details = true trac-admin /path/to/projenv resync }}} == From 0.8.x to 0.9 == === 5. Steps specific to a given Trac version  === ==== Upgrading from Trac 0.11 to Trac 0.12 ==== ===== Python 2.3 no longer supported ===== The minimum supported version of python is now 2.4 [wiki:TracModPython mod_python] users will also need to change the name of the mod_python handler in the Apache HTTPD configuration: ===== SQLite v3.x required ===== SQLite v2.x is no longer supported, if you happen to still use a Trac database using this format, you'll need to convert it to SQLite v3.x first. See [trac:PySqlite#UpgradingSQLitefrom2.xto3.x] for details. ===== Multiple Repository Support ===== If you plan to add more repositories to your Trac instance, as this is now possible with the newly introduced multiple repository support, please refer to TracRepositoryAdmin#Migration. This can be of interest even if you only have one repository, as there's now a way to avoid the potentially costly resync check at every request. ===== Improved repository synchronization ===== In addition to supporting multiple repositories, a new more efficient method for synchronizing Trac and your repositories was implemented. 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. 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, 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. ==== Upgrading from Trac 0.10 to Trac 0.11 ==== ===== Site Templates and Styles ===== The templating engine has changed in 0.11 to Genshi, please look at TracInterfaceCustomization for more information. 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. ===== Trac Macros, Plugins ===== 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. ===== For FCGI/WSGI/CGI users ===== For those who run Trac under the CGI environment, run this command in order to obtain the trac.*gi file: {{{ from: PythonHandler trac.ModPythonHandler to:   PythonHandler trac.web.modpython_frontend trac-admin /path/to/env deploy /deploy/directory/path }}} If you have [http://initd.org/tracker/pysqlite PySQLite] 2.x installed, Trac will now try to open your SQLite database using the SQLite 3.x file format. The database formats used by SQLite 2.8.x and SQLite 3.x are incompatible. If you get an error like ''“file is encrypted or is not a database”'' after upgrading, then you must convert your database file. This will create a deploy directory with the following two subdirectories: cgi-bin and htdocs. Then update your Apache configuration file httpd.conf with this new trac.cgi location and htdocs location. To do this, you need to have both SQLite 2.8.x and SQLite 3.x installed (they have different filenames so can coexist on the same system). Then use the following commands: {{{ $mv trac.db trac2.db$ sqlite trac2.db .dump | sqlite3 trac.db }}} ===== Web Admin plugin integrated ===== If you had the webadmin plugin installed, you can uninstall it as it is part of the Trac code base since 0.11. To update multiple database files at once on linux you may use the following command (replace {{{/var/trac}}} withe the location where your trac installtions reside): {{{ $find /var/trac/ -iname "trac.db" | xargs -i bash -c "mv {} {}.2; sqlite {}.2 .dump | sqlite3 {};" }}} === 6. Restart the Web Server === #RestarttheWebServer Remember the give the webserver write permission to trac.db. If you are not running [wiki:TracCgi CGI], reload the new Trac code by restarting your web server. After testing that the conversion was successful, the trac2.db file can be deleted. For more information on the SQLite upgrade see http://www.sqlite.org/version3.html. == Known Issues == == From 0.7.x to 0.8 == === parent dir === If you use a trac parent env configuration and one of the plugins in one child does not work, none of the children work. 0.8 adds a new roadmap feature which requires additional permissions. While a fresh installation will by default grant ROADMAP_VIEW and MILESTONE_VIEW permissions to anonymous, these permissions have to be granted manually when upgrading: {{{$ trac-admin /path/to/projectenv permission add anonymous MILESTONE_VIEW \$ trac-admin /path/to/projectenv permission add anonymous ROADMAP_VIEW }}} === Wiki Upgrade === trac-admin will not delete or remove default wiki pages that were present in a previous version but are no longer in the new version. == Changing Database Backend == === SQLite to PostgreSQL === The [http://trac-hacks.org/wiki/SqliteToPgScript sqlite2pg] script on [http://trac-hacks.org trac-hacks.org] has been written to assist in migrating a SQLite database to a PostgreSQL database == Older Versions == For upgrades from versions older than Trac 0.10, refer first to [trac:wiki:0.10/TracUpgrade#SpecificVersions]. -----